Key Financial Inc
CIK Number: 0001801720
Main Sectors:
Top Industries:
Filing Date: May 1, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 230.03 | +1.43% | 97.46K | -0.87% | 21.65M | 96.4 | 4.71% | Share |
| 2 | DOL | WisdomTree Inte... | 62.67 | +0.89% | 304.16K | +2.44% | 16.75M | 45.57 | 3.65% | Share |
| 3 | EES | WisdomTree U.S.... | 56.80 | +2.20% | 316.89K | +24.54K% | 15.48M | 48.84 | 3.37% | Share |
| 4 | DNL | WisdomTree Glob... | 40.44 | +1.07% | 433.2K | -0.57% | 15.45M | 34.72 | 3.36% | Share |
| 5 | GOVT | iShares U.S. Tr... | 23.20 | +0.13% | 602.52K | +13.54% | 13.85M | 22.86 | 3.01% | Share |
| 6 | SLYV | SPDR S&P 600 Sm... | 89.77 | +2.16% | 158.73K | -2.41% | 12.44M | 65.11 | 2.71% | Share |
| 7 | BUFR | FT Vest Laddere... | 33.16 | +0.35% | 414.26K | +7.28% | 12.3M | 25.35 | 2.68% | Share |
| 8 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 28.49K | -0.63% | 10.69M | 202.17 | 2.33% | Share |
| 9 | EFG | iShares MSCI EA... | 113.73 | +1.21% | 83.37K | -0.24% | 8.34M | 78.32 | 1.81% | Share |
| 10 | FPEI | First Trust Ins... | 19.32 | +0.23% | 424.46K | -4.13% | 7.94M | 17.51 | 1.73% | Share |
| 11 | DLN | WisdomTree U.S.... | 86.39 | +1.05% | 96.86K | -1.52% | 7.69M | 58.55 | 1.67% | Share |
| 12 | SPYV | SPDR Portfolio ... | 54.78 | +1.21% | 142.13K | -0.67% | 7.26M | 38 | 1.58% | Share |
| 13 | SLYG | SPDR S&P 600 Sm... | 95.17 | +2.16% | 84.96K | -2.4% | 7.05M | 80.34 | 1.53% | Share |
| 14 | FICS | First Trust Int... | 39.02 | +0.91% | 192.21K | +17.26% | 7.04M | 32.99 | 1.53% | Share |
| 15 | SPTI | SPDR Portfolio ... | 29.04 | +0.02% | 239.6K | +4.01% | 6.85M | 28.49 | 1.49% | Share |
| 16 | SPTS | SPDR Portfolio ... | 29.31 | +0.03% | 230.61K | +0.75% | 6.74M | 29.03 | 1.47% | Share |
| 17 | BSMR | Invesco BulletS... | 23.72 | +0.13% | 283.79K | +3.70% | 6.68M | 23.81 | 1.45% | Share |
| 18 | SPYG | SPDR Portfolio ... | 102.90 | +0.48% | 82.61K | -0.76% | 6.64M | 56.78 | 1.44% | Share |
| 19 | JIG | JPMorgan Intern... | 74.24 | +1.52% | 98.31K | +3.75% | 6.23M | 56.44 | 1.36% | Share |
| 20 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 49.25K | -2.01% | 5.86M | 75.2 | 1.27% | Share |
| 21 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 23.25K | +0.68% | 5.7M | 142.47 | 1.24% | Share |
| 22 | DES | WisdomTree U.S.... | 34.49 | +1.86% | 177.77K | +3.52% | 5.68M | 27.96 | 1.24% | Share |
| 23 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 25.96K | -2.34% | 4.94M | 119.83 | 1.07% | Share |
| 24 | JNJ | Johnson & Johns... | 178.50 | +1.54% | 27.13K | -4.61% | 4.5M | 150.69 | 0.98% | Share |
| 25 | BSMS | Invesco BulletS... | 23.51 | +0.04% | 176.21K | +9.28% | 4.08M | 23.42 | 0.89% | Share |
| 26 | SPEM | SPDR Portfolio ... | 46.11 | +1.18% | 101.65K | +1.38% | 4M | 35.78 | 0.87% | Share |
| 27 | IWF | iShares Russell... | 458.61 | +0.52% | 10.57K | -0.46% | 3.82M | 231.37 | 0.83% | Share |
| 28 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 32.76K | +4.08% | 3.55M | 47.26 | 0.77% | Share |
| 29 | ABBV | AbbVie Inc. | 220.19 | +4.04% | 16.03K | +2.64% | 3.36M | 126.21 | 0.73% | Share |
| 30 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 19.91K | 0.00% | 3.33M | 37 | 0.73% | Share |
| 31 | ADP | Automatic Data ... | 298.03 | +1.93% | 10.53K | +0.03% | 3.22M | 222.54 | 0.70% | Share |
| 32 | BSMP | Invesco BulletS... | 24.52 | -0.08% | 130.7K | +2.56% | 3.2M | 24.5 | 0.70% | Share |
| 33 | DWM | WisdomTree Inte... | 66.90 | +1.07% | 54.3K | +18.60% | 3.16M | 54.34 | 0.69% | Share |
| 34 | PG | The Procter & G... | 158.63 | +0.81% | 17.72K | -1.53% | 3.02M | 124.87 | 0.66% | Share |
| 35 | EFV | iShares MSCI EA... | 68.16 | +1.04% | 49.7K | 0.00% | 2.93M | 39.78 | 0.64% | Share |
| 36 | BSMT | Invesco BulletS... | 23.20 | +0.17% | 116.53K | 0.00% | 2.65M | 23.11 | 0.58% | Share |
| 37 | GOOGL | Alphabet Inc. | 240.37 | +0.50% | 16.82K | +0.67% | 2.6M | 101.62 | 0.57% | Share |
| 38 | BSMU | Invesco BulletS... | 22.00 | +0.23% | 118.8K | +1.78% | 2.56M | 21.99 | 0.56% | Share |
| 39 | MCD | McDonald's Corp... | 308.37 | +0.79% | 8.03K | 0.00% | 2.51M | 218.83 | 0.55% | Share |
| 40 | BSMV | Invesco BulletS... | 21.11 | +0.17% | 120.29K | +1.18% | 2.49M | 21.16 | 0.54% | Share |
| 41 | ABT | Abbott Laborato... | 132.65 | +2.54% | 18.79K | +0.01% | 2.49M | 97.25 | 0.54% | Share |
| 42 | IVW | iShares S&P 500... | 118.83 | +0.49% | 26.1K | +0.30% | 2.42M | 63.55 | 0.53% | Share |
| 43 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 4.41K | +1.52% | 2.35M | 274.92 | 0.51% | Share |
| 44 | BSMQ | Invesco BulletS... | 23.69 | +0.06% | 98.2K | +10.29% | 2.32M | 23.67 | 0.50% | Share |
| 45 | STBA | S&T Bancorp, In... | 39.40 | +1.47% | 60.83K | 0.00% | 2.25M | 39.13 | 0.49% | Share |
| 46 | MRK | Merck & Co., In... | 85.16 | +1.34% | 24.84K | +0.16% | 2.23M | 86.44 | 0.49% | Share |
| 47 | IVV | iShares Core S&... | 660.91 | +0.83% | 3.88K | -1.55% | 2.18M | 370.78 | 0.47% | Share |
| 48 | UNH | UnitedHealth Gr... | 353.64 | +1.98% | 3.89K | 0.00% | 2.04M | 398.77 | 0.44% | Share |
| 49 | FI | Fiserv, Inc. | 135.69 | +2.69% | 8.83K | 0.00% | 1.95M | 115.71 | 0.42% | Share |
| 50 | BSCQ | Invesco BulletS... | 19.59 | +0.05% | 94.42K | +4.47% | 1.84M | 19.39 | 0.40% | Share |
| 51 | PLTR | Palantir Techno... | 164.36 | -1.43% | 21.59K | +0.47% | 1.82M | 23.56 | 0.40% | Share |
| 52 | BSCP | Invesco BulletS... | 20.72 | +0.05% | 87.84K | +1.24% | 1.82M | 20.61 | 0.40% | Share |
| 53 | SPMD | SPDR Portfolio ... | 58.30 | +1.67% | 34.17K | +24.59% | 1.75M | 48.16 | 0.38% | Share |
| 54 | PFE | Pfizer Inc. | 24.85 | +1.14% | 67.54K | -2.15% | 1.71M | 41.35 | 0.37% | Share |
| 55 | KO | The Coca-Cola C... | 67.59 | -0.34% | 23.75K | -0.84% | 1.7M | 56.01 | 0.37% | Share |
| 56 | VUG | Vanguard Growth... | 469.69 | +0.53% | 4.58K | +0.86% | 1.7M | 255.7 | 0.37% | Share |
| 57 | VTV | Vanguard Value ... | 186.08 | +1.23% | 9.7K | 0.00% | 1.67M | 137.42 | 0.36% | Share |
| 58 | BRK-A | Berkshire Hatha... | 744765.00 | +0.92% | 2 | 0.00% | 1.6M | 339590 | 0.35% | Share |
| 59 | MDYG | SPDR S&P 400 Mi... | 93.06 | +1.83% | 18.49K | -0.36% | 1.47M | 71.35 | 0.32% | Share |
| 60 | PEP | PepsiCo, Inc. | 144.23 | +1.10% | 9.66K | +0.99% | 1.45M | 149.87 | 0.32% | Share |
| 61 | IWD | iShares Russell... | 203.85 | +1.30% | 7.69K | 0.00% | 1.45M | 142 | 0.31% | Share |
| 62 | VV | Vanguard Large ... | 303.83 | +0.80% | 5.56K | +797.26% | 1.43M | 248.66 | 0.31% | Share |
| 63 | VZ | Verizon Communi... | 44.15 | +1.51% | 30.02K | -6.07% | 1.36M | 44.44 | 0.30% | Share |
| 64 | CVX | Chevron Corpora... | 158.25 | +0.29% | 7.98K | -2.87% | 1.34M | 139.27 | 0.29% | Share |
| 65 | BSJP | Invesco BulletS... | 23.10 | +0.02% | 57.2K | +5.41% | 1.32M | 23.02 | 0.29% | Share |
| 66 | BSCR | Invesco BulletS... | 19.76 | +0.10% | 62.28K | +5.45% | 1.22M | 19.54 | 0.27% | Share |
| 67 | MCO | Moody's Corpora... | 518.63 | +2.48% | 2.57K | 0.00% | 1.2M | 246.19 | 0.26% | Share |
| 68 | IWP | iShares Russell... | 145.25 | +1.23% | 9.94K | 0.00% | 1.17M | 79.44 | 0.25% | Share |
| 69 | GOOG | Alphabet Inc. | 240.78 | +0.51% | 7.42K | -0.54% | 1.16M | 90.44 | 0.25% | Share |
| 70 | CSCO | Cisco Systems, ... | 67.69 | -0.65% | 18.76K | 0.00% | 1.16M | 46.64 | 0.25% | Share |
| 71 | IWB | iShares Russell... | 361.81 | +0.84% | 3.71K | 0.00% | 1.14M | 180.57 | 0.25% | Share |
| 72 | VYM | Vanguard High D... | 142.04 | +0.90% | 8.64K | +17.95% | 1.11M | 103.72 | 0.24% | Share |
| 73 | EFAD | ProShares MSCI ... | 42.79 | +0.82% | 28.34K | +100.00% | 1.1M | 38.79 | 0.24% | Share |
| 74 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 1.95K | +17.58% | 1.09M | 410.36 | 0.24% | Share |
| 75 | VTI | Vanguard Total ... | 324.77 | +0.92% | 3.9K | +0.83% | 1.07M | 200.34 | 0.23% | Share |
| 76 | BSJQ | Invesco BulletS... | 23.47 | -0.01% | 46.17K | +6.20% | 1.07M | 23.27 | 0.23% | Share |
| 77 | HD | The Home Depot,... | 423.33 | +2.44% | 2.88K | 0.00% | 1.06M | 225.5 | 0.23% | Share |
| 78 | IDCC | InterDigital, I... | 324.87 | +8.93% | 5.07K | 0.00% | 1.05M | 95.06 | 0.23% | Share |
| 79 | QGRO | American Centur... | 113.97 | +1.10% | 10.96K | +1.41K% | 1.03M | 92.85 | 0.22% | Share |
| 80 | VGT | Vanguard Inform... | 718.69 | +0.53% | 1.81K | -0.17% | 983.88K | 271 | 0.21% | Share |
| 81 | TJX | The TJX Compani... | 140.80 | +0.67% | 8.06K | +0.64% | 981.83K | 63.03 | 0.21% | Share |
| 82 | ICVT | iShares Convert... | 97.34 | +1.08% | 11.64K | 0.00% | 973.14K | 72.04 | 0.21% | Share |
| 83 | COWZ | Pacer US Cash C... | 57.88 | +0.91% | 17.68K | -1.85% | 967.94K | 56.41 | 0.21% | Share |
| 84 | IWM | iShares Russell... | 240.78 | +1.84% | 4.85K | +3.84% | 966.73K | 166.08 | 0.21% | Share |
| 85 | DIS | The Walt Disney... | 117.06 | +1.10% | 9.73K | -32.51% | 960.19K | 144.07 | 0.21% | Share |
| 86 | SPSM | SPDR Portfolio ... | 46.80 | +1.99% | 23.39K | +8.06% | 953.46K | 40.49 | 0.21% | Share |
| 87 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 2.03K | +14.92% | 953.37K | 308.25 | 0.21% | Share |
| 88 | DWX | SPDR S&P Intern... | 43.63 | +0.91% | 24.56K | +3.00% | 942.12K | 30.27 | 0.20% | Share |
| 89 | WTRG | Essential Utili... | 38.24 | +0.71% | 23.68K | +0.17% | 935.94K | 43.41 | 0.20% | Share |
| 90 | BSCS | Invesco BulletS... | 20.64 | +0.05% | 45.8K | +3.69% | 932.13K | 20.29 | 0.20% | Share |
| 91 | ORCL | Oracle Corporat... | 307.79 | -6.26% | 6.63K | +1.70% | 926.52K | 62.84 | 0.20% | Share |
| 92 | MDLZ | Mondelez Intern... | 62.05 | -0.35% | 13.46K | -7.36% | 913.23K | 56.72 | 0.20% | Share |
| 93 | BAC | Bank of America... | 50.73 | +1.19% | 21.72K | -6.4% | 906.33K | 35.45 | 0.20% | Share |
| 94 | CAT | Caterpillar Inc... | 431.35 | +1.99% | 2.74K | 0.00% | 902.99K | 175.76 | 0.20% | Share |
| 95 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 3.47K | +1.73% | 900.32K | 248.36 | 0.20% | Share |
| 96 | IJR | iShares Core S&... | 120.07 | +2.08% | 8.57K | +2.01% | 896.51K | 97.64 | 0.20% | Share |
| 97 | T | AT&T Inc. | 29.48 | +0.98% | 31.05K | 0.00% | 878.24K | 19.28 | 0.19% | Share |
| 98 | BSSX | Invesco BulletS... | 25.49 | +0.31% | 34.5K | 0.00% | 873.54K | 25.87 | 0.19% | Share |
| 99 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 1.68K | +57.52% | 861.31K | 433.11 | 0.19% | Share |
| 100 | BSCT | Invesco BulletS... | 18.92 | +0.05% | 46.25K | +3.41% | 856.98K | 18.56 | 0.19% | Share |
| 101 | IJT | iShares S&P Sma... | 142.71 | +2.06% | 6.88K | 0.00% | 856.68K | 102.96 | 0.19% | Share |
| 102 | NSC | Norfolk Souther... | 273.99 | +0.60% | 3.6K | 0.00% | 853.13K | 213.53 | 0.19% | Share |
| 103 | BSMW | Invesco Exchang... | 24.95 | +0.24% | 34.61K | 0.00% | 851.36K | 25.28 | 0.19% | Share |
| 104 | VEA | Vanguard Develo... | 60.07 | +1.11% | 16.52K | +3.08% | 839.44K | 44.79 | 0.18% | Share |
| 105 | MPC | Marathon Petrol... | 182.26 | +0.32% | 5.74K | 0.00% | 835.97K | 95.48 | 0.18% | Share |
| 106 | FELG | Fidelity Coving... | 40.13 | +0.39% | 26.14K | 0.00% | 823.54K | 26.23 | 0.18% | Share |
| 107 | MA | Mastercard Inco... | 588.73 | +1.61% | 1.5K | +0.81% | 819.44K | 357.04 | 0.18% | Share |
| 108 | ISCG | iShares Morning... | 54.32 | +1.82% | 18.08K | +20.59% | 814.64K | 43.88 | 0.18% | Share |
| 109 | SPHQ | Invesco S&P 500... | 72.94 | +1.24% | 12.25K | +5.49% | 812.53K | 51.47 | 0.18% | Share |
| 110 | FULT | Fulton Financia... | 19.35 | +0.42% | 44.83K | 0.00% | 811.03K | 12.31 | 0.18% | Share |
| 111 | ACN | Accenture plc | 244.04 | +0.38% | 2.57K | 0.00% | 801.94K | 346.15 | 0.17% | Share |
| 112 | LMT | Lockheed Martin... | 470.72 | +1.48% | 1.77K | 0.00% | 791.12K | 428.26 | 0.17% | Share |
| 113 | PXF | Invesco FTSE RA... | 61.54 | +1.08% | 14.94K | +10.04% | 776.84K | 48.33 | 0.17% | Share |
| 114 | REGL | ProShares S&P M... | 86.53 | +1.54% | 9.46K | -8.18% | 762.87K | 73.2 | 0.17% | Share |
| 115 | SPDW | SPDR Portfolio ... | 42.72 | +1.05% | 20.72K | +14.42% | 754.34K | 34.03 | 0.16% | Share |
| 116 | HSY | The Hershey Com... | 185.54 | -0.03% | 4.36K | 0.00% | 746.03K | 212.27 | 0.16% | Share |
| 117 | RTX | RTX Corporation | 157.67 | +1.72% | 5.57K | 0.00% | 737.4K | 80.96 | 0.16% | Share |
| 118 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 888 | 0.00% | 733.41K | 381.32 | 0.16% | Share |
| 119 | DTD | WisdomTree U.S.... | 83.73 | +1.02% | 9.43K | +11.26% | 725.92K | 64.49 | 0.16% | Share |
| 120 | ICOW | Pacer Developed... | 36.49 | +0.97% | 23.09K | +181.93% | 725.26K | 30.62 | 0.16% | Share |
| 121 | DFUV | Dimensional US ... | 44.83 | +1.43% | 17.35K | 0.00% | 715.03K | 31.6 | 0.16% | Share |
| 122 | CWB | SPDR Bloomberg ... | 88.40 | +0.89% | 9.22K | 0.00% | 706.36K | 69.92 | 0.15% | Share |
| 123 | SCHD | Schwab U.S. Div... | 27.73 | +0.82% | 25.04K | 0.00% | 700.06K | 24.12 | 0.15% | Share |
| 124 | CRM | Salesforce, Inc... | 246.23 | +1.51% | 2.6K | +1.17% | 698.27K | 167.32 | 0.15% | Share |
| 125 | V | Visa Inc. | 343.48 | +1.59% | 1.96K | -0.76% | 685.15K | 203.15 | 0.15% | Share |
| 126 | META | Meta Platforms,... | 750.90 | -0.14% | 1.15K | -10.24% | 661.66K | 312.59 | 0.14% | Share |
| 127 | YUM | Yum! Brands, In... | 149.15 | +2.14% | 4.09K | 0.00% | 643.92K | 125.88 | 0.14% | Share |
| 128 | VNQ | Vanguard Real E... | 93.26 | +1.85% | 7.08K | -7.81% | 640.54K | 88.72 | 0.14% | Share |
| 129 | RWR | SPDR Dow Jones ... | 101.59 | +1.63% | 6.38K | +2.47% | 632.78K | 79.22 | 0.14% | Share |
| 130 | BA | The Boeing Comp... | 219.97 | -3.32% | 3.67K | -28.68% | 626.77K | 170.33 | 0.14% | Share |
| 131 | BND | Vanguard Total ... | 74.66 | +0.21% | 8.53K | -1.64% | 626.32K | 83.62 | 0.14% | Share |
| 132 | IJH | iShares Core S&... | 66.52 | +1.68% | 10.72K | -4.28% | 625.69K | 47.65 | 0.14% | Share |
| 133 | SONY | Sony Group Corp... | 29.20 | +1.90% | 24.46K | 0.00% | 621.09K | 18.15 | 0.14% | Share |
| 134 | IVE | iShares S&P 500... | 204.39 | +1.24% | 3.23K | +4.22% | 616.14K | 143.74 | 0.13% | Share |
| 135 | IJK | iShares S&P Mid... | 97.52 | +1.80% | 7.32K | +0.12% | 609.19K | 64.37 | 0.13% | Share |
| 136 | IEMG | iShares Core MS... | 64.81 | +1.23% | 11.16K | +0.11% | 602.09K | 52.84 | 0.13% | Share |
| 137 | VWO | Vanguard Emergi... | 53.57 | +1.23% | 13.24K | -8.9% | 599.39K | 42.78 | 0.13% | Share |
| 138 | D | Dominion Energy... | 60.03 | +1.03% | 10.59K | 0.00% | 593.95K | 69.38 | 0.13% | Share |
| 139 | CEG | Constellation E... | 318.00 | -0.62% | 2.94K | 0.00% | 592.39K | 105.34 | 0.13% | Share |
| 140 | SPLG | SPDR Portfolio ... | 77.37 | +0.81% | 8.94K | -4.98% | 587.96K | 53.45 | 0.13% | Share |
| 141 | SDY | SPDR S&P Divide... | 141.50 | +1.38% | 4.31K | 0.00% | 584.64K | 115.3 | 0.13% | Share |
| 142 | PEG | Public Service ... | 82.04 | +0.39% | 7.07K | 0.00% | 582.19K | 79.19 | 0.13% | Share |
| 143 | VOE | Vanguard Mid-Ca... | 174.44 | +1.48% | 3.62K | 0.00% | 580.83K | 91.6 | 0.13% | Share |
| 144 | COST | Costco Wholesal... | 964.32 | +0.84% | 608 | +3.40% | 575.03K | 518.67 | 0.13% | Share |
| 145 | IEFA | iShares Core MS... | 87.33 | +1.05% | 7.6K | +0.20% | 575.02K | 67.5 | 0.13% | Share |
| 146 | BSJR | Invesco BulletS... | 22.80 | +0.04% | 25.62K | +12.27% | 574.1K | 22.43 | 0.12% | Share |
| 147 | AZN | AstraZeneca PLC | 81.10 | +0.36% | 7.77K | +0.21% | 571.11K | 59.35 | 0.12% | Share |
| 148 | SBS | Companhia de Sa... | 23.57 | +1.99% | 31.83K | 0.00% | 568.48K | 16.36 | 0.12% | Share |
| 149 | VBK | Vanguard Small ... | 301.19 | +1.82% | 2.25K | -2.14% | 565.48K | 199.99 | 0.12% | Share |
| 150 | JEPI | JPMorgan Equity... | 57.24 | +0.60% | 9.8K | 0.00% | 559.86K | 54.98 | 0.12% | Share |