Key Financial Inc

CIK Number: 0001801720

459.55M
Market Value
1,284
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
213.34
+0.42% 98.31K -1.46% 24.62M 96.4 5.60%
2 DNL WisdomTree Glob...
40.48
-0.02% 435.69K +1.95% 15.68M 34.72 3.56%
3 DOL WisdomTree Inte...
59.78
-0.15% 296.92K +4.82% 14.68M 45.34 3.34%
4 SLYV SPDR S&P 600 Sm...
83.24
+0.39% 162.65K +1.15% 14.19M 65.11 3.23%
5 GOVT iShares U.S. Tr...
22.78
-0.24% 530.65K +1.77% 12.19M 22.85 2.77%
6 MSFT Microsoft Corpo...
498.62
+1.53% 28.67K -3.04% 12.08M 202.17 2.75%
7 BUFR First Trust Cbo...
32.03
+0.45% 386.15K +4.15% 11.77M 25.03 2.67%
8 FPEI First Trust Ins...
19.04
+0.16% 442.74K -54.28% 8.28M 17.51 1.88%
9 EFG iShares MSCI EA...
111.45
-0.15% 83.58K -1.83% 8.09M 78.32 1.84%
10 SLYG SPDR S&P 600 Sm...
90.88
+0.59% 87.05K +1.15% 7.86M 80.34 1.79%
11 DLN WisdomTree U.S....
83.44
+0.52% 98.36K -1.09% 7.65M 58.55 1.74%
12 SPYV SPDR Portfolio ...
53.21
+0.49% 143.09K -0.08% 7.32M 38 1.66%
13 SPYG SPDR Portfolio ...
96.07
+1.07% 83.24K -1.12% 7.32M 56.78 1.66%
14 SPTS SPDR Portfolio ...
29.14
-0.07% 228.89K -2.94% 6.64M 29.03 1.51%
15 BSMR Invesco BulletS...
23.54
+0.04% 273.67K +0.19% 6.46M 23.82 1.47%
16 SPTI SPDR Portfolio ...
28.52
-0.26% 230.36K -2.37% 6.42M 28.49 1.46%
17 JIG JPMorgan Intern...
71.03
+0.24% 94.76K +14.07% 5.92M 56.18 1.35%
18 DES WisdomTree U.S....
33.17
+0.52% 171.72K +0.49% 5.9M 27.82 1.34%
19 AMZN Amazon.com, Inc...
222.99
+1.40% 26.59K -0.02% 5.83M 119.83 1.33%
20 FICS First Trust Int...
39.34
+0.04% 163.92K +4.96% 5.57M 32.36 1.27%
21 JPM JPMorgan Chase ...
295.86
+1.32% 23.09K +0.26% 5.54M 141.77 1.26%
22 XOM Exxon Mobil Cor...
112.20
+1.04% 50.26K -0.77% 5.41M 75.2 1.23%
23 AVGO Broadcom Inc.
274.94
+1.87% 19.91K -19.32% 4.62M 37 1.05%
24 IWF iShares Russell...
428.27
+1.12% 10.62K +0.17% 4.26M 231.37 0.97%
25 NVDA NVIDIA Corporat...
159.21
+1.25% 31.48K +0.54% 4.23M 44.76 0.96%
26 JNJ Johnson & Johns...
156.01
+0.29% 28.44K +3.26% 4.11M 150.69 0.94%
27 SPEM SPDR Portfolio ...
43.17
+0.41% 100.27K -0.73% 3.85M 35.73 0.87%
28 BSMS Invesco BulletS...
23.20
-0.04% 161.25K +3.63% 3.76M 23.44 0.86%
29 GOOGL Alphabet Inc.
179.23
+0.33% 16.71K +0.44% 3.16M 101.27 0.72%
30 BSMP Invesco BulletS...
24.52
+0.10% 127.44K +46.41% 3.12M 24.5 0.71%
31 ADP Automatic Data ...
310.02
+1.63% 10.53K -1.97% 3.08M 222.52 0.70%
32 PG The Procter & G...
160.83
-0.23% 17.99K -11.73% 3.02M 124.87 0.69%
33 ABBV AbbVie Inc.
189.28
-0.77% 15.62K +2.06% 2.77M 124.01 0.63%
34 IVW iShares S&P 500...
110.80
+0.95% 26.02K 0.00% 2.64M 63.46 0.60%
35 EFV iShares MSCI EA...
63.95
+0.10% 49.7K -0.65% 2.61M 39.78 0.59%
36 BSMU Invesco BulletS...
21.58
-0.02% 116.72K +1.79% 2.54M 22 0.58%
37 BSMV Invesco BulletS...
20.66
+0.07% 118.89K 0.00% 2.49M 21.16 0.57%
38 MRK Merck & Co., In...
80.96
-1.74% 24.8K -3.42% 2.47M 86.44 0.56%
39 DWM WisdomTree Inte...
63.74
-0.07% 45.78K +5.20% 2.41M 53.64 0.55%
40 MCD McDonald's Corp...
294.08
-0.19% 8.03K 0.00% 2.33M 218.83 0.53%
41 STBA S&T Bancorp, In...
39.85
+1.27% 60.83K 0.00% 2.32M 39.13 0.53%
42 IVV iShares Core S&...
628.62
+0.83% 3.95K -0.7% 2.32M 370.78 0.53%
43 ABT Abbott Laborato...
134.44
+0.25% 18.79K -0.83% 2.13M 97.25 0.48%
44 BSMQ Invesco BulletS...
23.55
+0.02% 89.04K +5.64% 2.1M 23.68 0.48%
45 BRK-B Berkshire Hatha...
485.00
+0.94% 4.34K 0.00% 1.97M 271.01 0.45%
46 UNH UnitedHealth Gr...
308.89
+0.43% 3.89K +2.21% 1.97M 398.77 0.45%
47 VUG Vanguard Growth...
441.98
+1.08% 4.54K +0.15% 1.86M 254.72 0.42%
48 PFE Pfizer Inc.
25.39
+0.30% 69.02K -4.16% 1.83M 41.35 0.42%
49 FI Fiserv, Inc.
175.55
+1.80% 8.83K 0.00% 1.81M 115.71 0.41%
50 BSCP Invesco BulletS...
20.70
+0.05% 86.76K +43.70% 1.79M 20.61 0.41%
51 BSCQ Invesco BulletS...
19.53
+0.03% 90.38K +33.20% 1.76M 19.38 0.40%
52 VTV Vanguard Value ...
179.63
+0.53% 9.7K +0.77% 1.64M 137.42 0.37%
53 PLTR Palantir Techno...
133.98
+1.41% 21.49K -21.19% 1.62M 23.27 0.37%
54 MDYG SPDR S&P 400 Mi...
88.70
+0.65% 18.56K -3.8% 1.61M 71.35 0.37%
55 DIS The Walt Disney...
124.00
+0.83% 14.41K -25.26% 1.61M 144.07 0.36%
56 SPMD SPDR Portfolio ...
55.94
+0.61% 27.42K +4.27% 1.5M 47.42 0.34%
57 KO The Coca-Cola C...
71.35
+0.62% 23.95K +2.14% 1.49M 56.01 0.34%
58 PEP PepsiCo, Inc.
135.50
-0.72% 9.56K -0.3% 1.45M 149.87 0.33%
59 IWD iShares Russell...
197.38
+0.51% 7.69K +0.51% 1.42M 142 0.32%
60 GOOG Alphabet Inc.
180.37
+0.34% 7.46K 0.00% 1.42M 90.44 0.32%
61 TSLA Tesla, Inc.
315.05
-0.19% 3.42K -6.28% 1.38M 248.17 0.31%
62 BRK-A Berkshire Hatha...
727455.00
+0.97% 2 0.00% 1.36M 339590 0.31%
63 VZ Verizon Communi...
43.55
-0.09% 31.96K +12.10% 1.28M 44.45 0.29%
64 IWP iShares Russell...
139.99
+1.29% 9.94K -0.42% 1.26M 79.44 0.29%
65 BSJP Invesco BulletS...
23.08
+0.04% 54.26K +20.02% 1.25M 23.02 0.28%
66 MCO Moody's Corpora...
505.06
+1.60% 2.57K +0.16% 1.22M 246.19 0.28%
67 IWB iShares Russell...
343.71
+0.81% 3.71K -3.56% 1.19M 180.57 0.27%
68 CVX Chevron Corpora...
148.37
+0.27% 8.22K 0.00% 1.19M 139.27 0.27%
69 BSCR Invesco BulletS...
19.65
-0.03% 59.06K +76.60% 1.15M 19.53 0.26%
70 VGT Vanguard Inform...
674.02
+1.39% 1.82K 0.00% 1.13M 271 0.26%
71 HD The Home Depot,...
371.68
-0.05% 2.88K -35.99% 1.12M 225.5 0.26%
72 VTI Vanguard Total ...
308.03
+0.82% 3.87K +0.49% 1.12M 199.73 0.25%
73 CSCO Cisco Systems, ...
69.25
+0.96% 18.76K -2.68% 1.11M 46.64 0.25%
74 ORCL Oracle Corporat...
237.08
+3.09% 6.52K -1.68% 1.09M 61.53 0.25%
75 CALF Pacer US Small ...
41.41
+0.51% 23.92K +57.24% 1.05M 43.78 0.24%
76 IWM iShares Russell...
223.03
+0.91% 4.67K +1.66% 1.03M 164.8 0.23%
77 BAC Bank of America...
48.93
+0.45% 23.2K -3.05% 1.02M 35.45 0.23%
78 COWZ Pacer US Cash C...
56.63
+0.16% 18.01K +1.49K% 1.02M 56.41 0.23%
79 BSJQ Invesco BulletS...
23.35
+0.09% 43.47K +39.23% 1.01M 23.27 0.23%
80 CAT Caterpillar Inc...
397.86
-0.14% 2.74K -0.58% 993.24K 175.76 0.23%
81 ICVT iShares Convert...
90.26
+0.49% 11.64K -47.34% 988.97K 72.04 0.22%
82 IDCC InterDigital, I...
224.52
+1.32% 5.07K -20.72% 982.93K 95.06 0.22%
83 SPY SPDR S&P 500 ET...
625.05
+0.74% 1.66K +9.28% 973.39K 384.16 0.22%
84 SPSM SPDR Portfolio ...
44.08
+0.62% 21.65K +4.58% 972.43K 40.47 0.22%
85 IJR iShares Core S&...
113.08
+0.54% 8.4K +2.38% 968.34K 97.5 0.22%
86 TJX The TJX Compani...
125.86
+0.44% 8.01K 0.00% 967.69K 62.65 0.22%
87 VYM Vanguard High D...
135.81
+0.59% 7.32K 0.00% 934.47K 99.19 0.21%
88 IJT iShares S&P Sma...
136.36
+0.72% 6.88K 0.00% 931.48K 102.96 0.21%
89 FELG Fidelity Coving...
37.32
+1.03% 26.14K 0.00% 924.45K 26.23 0.21%
90 BA The Boeing Comp...
215.80
+1.78% 5.15K -35.6% 912.08K 170.33 0.21%
91 QQQ Invesco QQQ Tru...
555.86
+0.92% 1.77K +9.81% 904.43K 284.27 0.21%
92 ACN Accenture plc
304.78
+0.82% 2.57K 0.00% 904.1K 346.15 0.21%
93 BSCS Invesco BulletS...
20.46
-0.1% 44.17K +59.25% 889.24K 20.28 0.20%
94 BSSX Invesco BulletS...
25.01
+0.08% 34.5K +50.33% 888.55K 25.87 0.20%
95 BSMW Invesco Exchang...
24.49
+0.08% 34.61K 0.00% 868.32K 25.28 0.20%
96 MDLZ Mondelez Intern...
68.99
-0.82% 14.53K -1.34% 867.81K 56.72 0.20%
97 FULT Fulton Financia...
19.10
+1.17% 44.83K 0.00% 864.38K 12.31 0.20%
98 LMT Lockheed Martin...
462.52
-0.01% 1.77K -1.94% 860.6K 428.26 0.20%
99 CRM Salesforce, Inc...
272.15
+1.09% 2.57K +0.59% 859.9K 166.14 0.20%
100 WTRG Essential Utili...
36.78
-0.89% 23.64K +0.17% 858.45K 43.42 0.20%
101 NSC Norfolk Souther...
262.50
+0.19% 3.6K 0.00% 845.39K 213.53 0.19%
102 DWX SPDR S&P Intern...
42.37
-0.19% 23.84K 0.00% 833.62K 30.03 0.19%
103 REGL ProShares S&P M...
83.70
+0.38% 10.3K +0.98% 830.96K 73.2 0.19%
104 BSCT Invesco BulletS...
18.67
-0.05% 44.72K +67.42% 820.22K 18.56 0.19%
105 MPC Marathon Petrol...
176.05
+0.91% 5.74K 0.00% 800.45K 95.48 0.18%
106 MA Mastercard Inco...
569.24
+1.37% 1.48K +1.58% 780.9K 355.49 0.18%
107 SPHQ Invesco S&P 500...
72.11
+0.53% 11.61K +5.78% 778.28K 50.66 0.18%
108 VEA Vanguard Develo...
57.23
+0.12% 16.02K +8.64% 766.16K 44.6 0.17%
109 META Meta Platforms,...
717.83
+0.60% 1.28K +1.35% 748.87K 312.59 0.17%
110 ISCG iShares Morning...
50.68
+0.98% 15K +11.89% 741.7K 43.64 0.17%
111 HSY The Hershey Com...
176.47
-0.34% 4.36K 0.00% 738.71K 212.27 0.17%
112 CWB SPDR Bloomberg ...
83.10
+0.45% 9.22K -47.32% 718.07K 69.92 0.16%
113 DFUV Dimensional US ...
43.19
+0.54% 17.35K 0.00% 710K 31.6 0.16%
114 T AT&T Inc.
28.30
-0.04% 31.05K +5.85% 707.12K 19.28 0.16%
115 IJH iShares Core S&...
63.83
+0.65% 11.2K +1.45% 698.05K 47.65 0.16%
116 LLY Eli Lilly and C...
780.10
+0.11% 888 +0.57% 685.54K 381.32 0.16%
117 SCHD Schwab U.S. Div...
27.31
+0.04% 25.04K +200.00% 684.04K 24.12 0.16%
118 VNQ Vanguard Real E...
90.19
+0.29% 7.67K -3.71% 683.6K 88.72 0.16%
119 IJK iShares S&P Mid...
93.03
+0.76% 7.31K -0.71% 664.34K 64.35 0.15%
120 CEG Constellation E...
311.03
+1.43% 2.94K +4.67% 657.26K 105.34 0.15%
121 PXF Invesco FTSE RA...
57.88
+0.15% 13.58K 0.00% 650.3K 47.96 0.15%
122 SPLG SPDR Portfolio ...
73.58
+0.84% 9.41K +1.58% 648.73K 53.45 0.15%
123 RTX RTX Corporation
145.79
+0.88% 5.57K -0.59% 644.21K 80.96 0.15%
124 DTD WisdomTree U.S....
80.95
+0.58% 8.48K +30.53% 643.23K 63.09 0.15%
125 VBK Vanguard Small ...
281.56
+0.94% 2.29K 0.00% 642.74K 199.99 0.15%
126 VWO Vanguard Emergi...
50.00
+0.40% 14.54K +8.33% 640.22K 42.78 0.15%
127 BND Vanguard Total ...
73.07
-0.26% 8.67K +1.64% 623.37K 83.62 0.14%
128 V Visa Inc.
358.86
+1.31% 1.97K -1.45% 622.6K 203.15 0.14%
129 SPDW SPDR Portfolio ...
40.63
+0.11% 18.11K +3.35% 617.99K 33.68 0.14%
130 RWR SPDR Dow Jones ...
97.56
+0.24% 6.23K 0.00% 615.9K 78.73 0.14%
131 TOL Toll Brothers, ...
117.79
-2.05% 4.87K 0.00% 613.5K 49.1 0.14%
132 PEG Public Service ...
81.17
-0.06% 7.07K 0.00% 597.68K 79.19 0.14%
133 IVE iShares S&P 500...
198.67
+0.58% 3.1K -2.3% 592.11K 141.76 0.13%
134 VOE Vanguard Mid-Ca...
167.42
+0.25% 3.62K -0.44% 585.28K 91.6 0.13%
135 IEMG iShares Core MS...
60.59
+0.45% 11.14K +2.02% 581.94K 52.84 0.13%
136 VOO Vanguard 500 In...
574.48
+0.73% 1.06K +12.95% 573.29K 386.63 0.13%
137 D Dominion Energy...
56.86
-0.98% 10.59K 0.00% 570.54K 69.38 0.13%
138 SDY SPDR S&P Divide...
138.79
+0.19% 4.31K 0.00% 569.22K 115.3 0.13%
139 JEPI JPMorgan Equity...
56.94
+0.22% 9.8K 0.00% 563.68K 54.98 0.13%
140 YUM Yum! Brands, In...
150.00
-0.12% 4.09K -35.32% 548.98K 125.88 0.12%
141 COST Costco Wholesal...
985.50
+0.32% 588 0.00% 538.77K 504.15 0.12%
142 XLF Financial Selec...
53.22
+1.13% 11.14K +0.21% 538.18K 32.55 0.12%
143 QCOM QUALCOMM Incorp...
162.10
-0.14% 3.5K 0.00% 538.13K 139.39 0.12%
144 ISCV iShares Morning...
63.98
+0.46% 8.49K +24.32% 538.1K 58.59 0.12%
145 ETN Eaton Corporati...
362.22
+1.13% 1.62K +63.24% 537.96K 215.19 0.12%
146 IEFA iShares Core MS...
83.55
+0.02% 7.59K +7.57% 533.14K 67.48 0.12%
147 IJS iShares S&P Sma...
103.78
+0.39% 4.84K -1.02% 525.89K 83.96 0.12%
148 SONY Sony Group Corp...
25.58
-0.49% 24.46K +404.06% 517.62K 18.15 0.12%
149 BSJR Invesco BulletS...
22.78
+0.40% 22.82K +35.30% 511.26K 22.43 0.12%
150 AZN AstraZeneca PLC
69.49
-2.31% 7.75K +0.48% 508.06K 59.32 0.12%