Key Financial Inc
CIK Number: 0001801720
459.55M
Market Value
1,271
# of Holdings
13 months
Avg. Holding Period
34.38%
Win Rate
27.26%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.98 | +0.10% | 98.31K | -1.46% | 24.62M | 96.4 | 5.60% |
| 2 | DNL | WisdomTree Glob... | 40.13 | +0.60% | 435.69K | +1.95% | 15.68M | 34.72 | 3.56% |
| 3 | DOL | WisdomTree Inte... | 60.46 | +0.82% | 296.92K | +4.82% | 14.68M | 45.34 | 3.34% |
| 4 | SLYV | SPDR S&P 600 Sm... | 79.48 | -0.44% | 162.65K | +1.15% | 14.19M | 65.11 | 3.23% |
| 5 | GOVT | iShares U.S. Tr... | 22.77 | +0.35% | 530.65K | +1.77% | 12.19M | 22.85 | 2.77% |
| 6 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 28.67K | -3.04% | 12.08M | 202.17 | 2.75% |
| 7 | BUFR | First Trust Cbo... | 31.25 | +0.21% | 386.15K | +4.15% | 11.77M | 25.03 | 2.67% |
| 8 | FPEI | First Trust Ins... | 18.89 | +0.19% | 442.74K | -54.28% | 8.28M | 17.51 | 1.88% |
| 9 | EFG | iShares MSCI EA... | 111.98 | +0.72% | 83.58K | -1.83% | 8.09M | 78.32 | 1.84% |
| 10 | SLYG | SPDR S&P 600 Sm... | 87.56 | -0.55% | 87.05K | +1.15% | 7.86M | 80.34 | 1.79% |
| 11 | DLN | WisdomTree U.S.... | 81.03 | +0.43% | 98.36K | -1.09% | 7.65M | 58.55 | 1.74% |
| 12 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 143.09K | -0.08% | 7.32M | 38 | 1.66% |
| 13 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 83.24K | -1.12% | 7.32M | 56.78 | 1.66% |
| 14 | SPTS | SPDR Portfolio ... | 29.14 | +0.09% | 228.89K | -2.94% | 6.64M | 29.03 | 1.51% |
| 15 | BSMR | Invesco BulletS... | 23.40 | +0.13% | 273.67K | +0.19% | 6.46M | 23.82 | 1.47% |
| 16 | SPTI | SPDR Portfolio ... | 28.48 | +0.30% | 230.36K | -2.37% | 6.42M | 28.49 | 1.46% |
| 17 | JIG | JPMorgan Intern... | 70.87 | +0.81% | 94.76K | +14.07% | 5.92M | 56.18 | 1.35% |
| 18 | DES | WisdomTree U.S.... | 31.82 | -0.22% | 171.72K | +0.49% | 5.9M | 27.82 | 1.34% |
| 19 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 26.59K | -0.02% | 5.83M | 119.83 | 1.33% |
| 20 | FICS | First Trust Int... | 40.20 | +0.65% | 163.92K | +4.96% | 5.57M | 32.36 | 1.27% |
| 21 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 23.09K | +0.26% | 5.54M | 141.77 | 1.26% |
| 22 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 50.26K | -0.77% | 5.41M | 75.2 | 1.23% |
| 23 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 19.91K | -19.32% | 4.62M | 37 | 1.05% |
| 24 | IWF | iShares Russell... | 410.56 | +0.34% | 10.62K | +0.17% | 4.26M | 231.37 | 0.97% |
| 25 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 31.48K | +0.54% | 4.23M | 44.76 | 0.96% |
| 26 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 28.44K | +3.26% | 4.11M | 150.69 | 0.94% |
| 27 | SPEM | SPDR Portfolio ... | 42.63 | -0.04% | 100.27K | -0.73% | 3.85M | 35.73 | 0.87% |
| 28 | BSMS | Invesco BulletS... | 23.19 | +0.17% | 161.25K | +3.63% | 3.76M | 23.44 | 0.86% |
| 29 | GOOGL | Alphabet Inc. | 175.57 | -1% | 16.71K | +0.44% | 3.16M | 101.27 | 0.72% |
| 30 | BSMP | Invesco BulletS... | 24.53 | +0.06% | 127.44K | +46.41% | 3.12M | 24.5 | 0.71% |
| 31 | ADP | Automatic Data ... | 309.72 | -0.85% | 10.53K | -1.97% | 3.08M | 222.52 | 0.70% |
| 32 | PG | The Procter & G... | 163.05 | +0.58% | 17.99K | -11.73% | 3.02M | 124.87 | 0.69% |
| 33 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 15.62K | +2.06% | 2.77M | 124.01 | 0.63% |
| 34 | IVW | iShares S&P 500... | 106.36 | +0.36% | 26.02K | 0.00% | 2.64M | 63.46 | 0.60% |
| 35 | EFV | iShares MSCI EA... | 64.66 | +0.84% | 49.7K | -0.65% | 2.61M | 39.78 | 0.59% |
| 36 | BSMU | Invesco BulletS... | 21.45 | +0.12% | 116.72K | +1.79% | 2.54M | 22 | 0.58% |
| 37 | BSMV | Invesco BulletS... | 20.57 | +0.44% | 118.89K | 0.00% | 2.49M | 21.16 | 0.57% |
| 38 | MRK | Merck & Co., In... | 81.73 | +1.75% | 24.8K | -3.42% | 2.47M | 86.44 | 0.56% |
| 39 | DWM | WisdomTree Inte... | 63.88 | +0.82% | 45.78K | +5.20% | 2.41M | 53.64 | 0.55% |
| 40 | MCD | McDonald's Corp... | 302.86 | +0.38% | 8.03K | 0.00% | 2.33M | 218.83 | 0.53% |
| 41 | STBA | S&T Bancorp, In... | 37.31 | -0.45% | 60.83K | 0.00% | 2.32M | 39.13 | 0.53% |
| 42 | IVV | iShares Core S&... | 606.23 | +0.32% | 3.95K | -0.7% | 2.32M | 370.78 | 0.53% |
| 43 | ABT | Abbott Laborato... | 136.36 | +0.80% | 18.79K | -0.83% | 2.13M | 97.25 | 0.48% |
| 44 | BSMQ | Invesco BulletS... | 23.54 | +0.08% | 89.04K | +5.64% | 2.1M | 23.68 | 0.48% |
| 45 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 4.34K | 0.00% | 1.97M | 271.01 | 0.45% |
| 46 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 3.89K | +2.21% | 1.97M | 398.77 | 0.45% |
| 47 | VUG | Vanguard Growth... | 423.76 | +0.11% | 4.54K | +0.15% | 1.86M | 254.72 | 0.42% |
| 48 | PFE | Pfizer Inc. | 24.83 | +1.44% | 69.02K | -4.16% | 1.83M | 41.35 | 0.42% |
| 49 | FI | Fiserv, Inc. | 167.89 | -0.11% | 8.83K | 0.00% | 1.81M | 115.71 | 0.41% |
| 50 | BSCP | Invesco BulletS... | 20.71 | +0.07% | 86.76K | +43.70% | 1.79M | 20.61 | 0.41% |
| 51 | BSCQ | Invesco BulletS... | 19.52 | +0.01% | 90.38K | +33.20% | 1.76M | 19.38 | 0.40% |
| 52 | VTV | Vanguard Value ... | 174.72 | +0.57% | 9.7K | +0.77% | 1.64M | 137.42 | 0.37% |
| 53 | PLTR | Palantir Techno... | 135.06 | -0.98% | 21.49K | -21.19% | 1.62M | 23.27 | 0.37% |
| 54 | MDYG | SPDR S&P 400 Mi... | 85.33 | +0.15% | 18.56K | -3.8% | 1.61M | 71.35 | 0.37% |
| 55 | DIS | The Walt Disney... | 118.50 | -0.85% | 14.41K | -25.26% | 1.61M | 144.07 | 0.36% |
| 56 | SPMD | SPDR Portfolio ... | 53.66 | +0.06% | 27.42K | +4.27% | 1.5M | 47.42 | 0.34% |
| 57 | KO | The Coca-Cola C... | 72.20 | +0.18% | 23.95K | +2.14% | 1.49M | 56.01 | 0.34% |
| 58 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 9.56K | -0.3% | 1.45M | 149.87 | 0.33% |
| 59 | IWD | iShares Russell... | 191.63 | +0.17% | 7.69K | +0.51% | 1.42M | 142 | 0.32% |
| 60 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 7.46K | 0.00% | 1.42M | 90.44 | 0.32% |
| 61 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 3.42K | -6.28% | 1.38M | 248.17 | 0.31% |
| 62 | BRK-A | Berkshire Hatha... | 734649.99 | +0.35% | 2 | 0.00% | 1.36M | 339590 | 0.31% |
| 63 | VZ | Verizon Communi... | 43.13 | -1.38% | 31.96K | +12.10% | 1.28M | 44.45 | 0.29% |
| 64 | IWP | iShares Russell... | 135.01 | -0.23% | 9.94K | -0.42% | 1.26M | 79.44 | 0.29% |
| 65 | BSJP | Invesco BulletS... | 23.09 | -0.02% | 54.26K | +20.02% | 1.25M | 23.02 | 0.28% |
| 66 | MCO | Moody's Corpora... | 480.97 | -0.53% | 2.57K | +0.16% | 1.22M | 246.19 | 0.28% |
| 67 | IWB | iShares Russell... | 331.42 | +0.24% | 3.71K | -3.56% | 1.19M | 180.57 | 0.27% |
| 68 | CVX | Chevron Corpora... | 144.84 | +0.04% | 8.22K | 0.00% | 1.19M | 139.27 | 0.27% |
| 69 | BSCR | Invesco BulletS... | 19.64 | +0.05% | 59.06K | +76.60% | 1.15M | 19.53 | 0.26% |
| 70 | VGT | Vanguard Inform... | 633.52 | +0.68% | 1.82K | 0.00% | 1.13M | 271 | 0.26% |
| 71 | HD | The Home Depot,... | 362.78 | +0.64% | 2.88K | -35.99% | 1.12M | 225.5 | 0.26% |
| 72 | VTI | Vanguard Total ... | 296.95 | +0.28% | 3.87K | +0.49% | 1.12M | 199.73 | 0.25% |
| 73 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 18.76K | -2.68% | 1.11M | 46.64 | 0.25% |
| 74 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 6.52K | -1.68% | 1.09M | 61.53 | 0.25% |
| 75 | CALF | Pacer US Small ... | 39.62 | -0.4% | 23.92K | +57.24% | 1.05M | 43.78 | 0.24% |
| 76 | IWM | iShares Russell... | 212.65 | -0.46% | 4.67K | +1.66% | 1.03M | 164.8 | 0.23% |
| 77 | BAC | Bank of America... | 44.56 | -0.37% | 23.2K | -3.05% | 1.02M | 35.45 | 0.23% |
| 78 | COWZ | Pacer US Cash C... | 55.27 | +0.24% | 18.01K | +1.49K% | 1.02M | 56.41 | 0.23% |
| 79 | BSJQ | Invesco BulletS... | 23.32 | +0.09% | 43.47K | +39.23% | 1.01M | 23.27 | 0.23% |
| 80 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 2.74K | -0.58% | 993.24K | 175.76 | 0.23% |
| 81 | ICVT | iShares Convert... | 88.13 | -0.33% | 11.64K | -47.34% | 988.97K | 72.04 | 0.22% |
| 82 | IDCC | InterDigital, I... | 221.95 | 0.00% | 5.07K | -20.72% | 982.93K | 95.06 | 0.22% |
| 83 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 1.66K | +9.28% | 973.39K | 384.16 | 0.22% |
| 84 | SPSM | SPDR Portfolio ... | 42.24 | -0.45% | 21.65K | +4.58% | 972.43K | 40.47 | 0.22% |
| 85 | IJR | iShares Core S&... | 108.32 | -0.46% | 8.4K | +2.38% | 968.34K | 97.5 | 0.22% |
| 86 | TJX | The TJX Compani... | 124.31 | -0.18% | 8.01K | 0.00% | 967.69K | 62.65 | 0.22% |
| 87 | VYM | Vanguard High D... | 131.86 | +0.45% | 7.32K | 0.00% | 934.47K | 99.19 | 0.21% |
| 88 | IJT | iShares S&P Sma... | 131.23 | -0.54% | 6.88K | 0.00% | 931.48K | 102.96 | 0.21% |
| 89 | FELG | Fidelity Coving... | 35.84 | +0.24% | 26.14K | 0.00% | 924.45K | 26.23 | 0.21% |
| 90 | BA | The Boeing Comp... | 203.87 | -4.73% | 5.15K | -35.6% | 912.08K | 170.33 | 0.21% |
| 91 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 1.77K | +9.81% | 904.43K | 284.27 | 0.21% |
| 92 | ACN | Accenture plc | 317.94 | -0.4% | 2.57K | 0.00% | 904.1K | 346.15 | 0.21% |
| 93 | BSCS | Invesco BulletS... | 20.43 | +0.10% | 44.17K | +59.25% | 889.24K | 20.28 | 0.20% |
| 94 | BSSX | Invesco BulletS... | 24.91 | +0.08% | 34.5K | +50.33% | 888.55K | 25.87 | 0.20% |
| 95 | BSMW | Invesco Exchang... | 24.40 | +0.10% | 34.61K | 0.00% | 868.32K | 25.28 | 0.20% |
| 96 | MDLZ | Mondelez Intern... | 68.11 | +1.74% | 14.53K | -1.34% | 867.81K | 56.72 | 0.20% |
| 97 | FULT | Fulton Financia... | 17.48 | -0.51% | 44.83K | 0.00% | 864.38K | 12.31 | 0.20% |
| 98 | LMT | Lockheed Martin... | 468.85 | +2.68% | 1.77K | -1.94% | 860.6K | 428.26 | 0.20% |
| 99 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 2.57K | +0.59% | 859.9K | 166.14 | 0.20% |
| 100 | WTRG | Essential Utili... | 38.34 | +0.62% | 23.64K | +0.17% | 858.45K | 43.42 | 0.20% |
| 101 | NSC | Norfolk Souther... | 251.15 | -0.07% | 3.6K | 0.00% | 845.39K | 213.53 | 0.19% |
| 102 | DWX | SPDR S&P Intern... | 42.47 | +1.24% | 23.84K | 0.00% | 833.62K | 30.03 | 0.19% |
| 103 | REGL | ProShares S&P M... | 81.61 | +0.28% | 10.3K | +0.98% | 830.96K | 73.2 | 0.19% |
| 104 | BSCT | Invesco BulletS... | 18.63 | +0.19% | 44.72K | +67.42% | 820.22K | 18.56 | 0.19% |
| 105 | MPC | Marathon Petrol... | 165.05 | +0.24% | 5.74K | 0.00% | 800.45K | 95.48 | 0.18% |
| 106 | MA | Mastercard Inco... | 588.62 | -0.36% | 1.48K | +1.58% | 780.9K | 355.49 | 0.18% |
| 107 | SPHQ | Invesco S&P 500... | 71.05 | +0.16% | 11.61K | +5.78% | 778.28K | 50.66 | 0.18% |
| 108 | VEA | Vanguard Develo... | 56.86 | +0.78% | 16.02K | +8.64% | 766.16K | 44.6 | 0.17% |
| 109 | META | Meta Platforms,... | 693.11 | -0.15% | 1.28K | +1.35% | 748.87K | 312.59 | 0.17% |
| 110 | ISCG | iShares Morning... | 48.73 | -0.18% | 15K | +11.89% | 741.7K | 43.64 | 0.17% |
| 111 | HSY | The Hershey Com... | 172.35 | +2.56% | 4.36K | 0.00% | 738.71K | 212.27 | 0.17% |
| 112 | CWB | SPDR Bloomberg ... | 80.81 | -0.49% | 9.22K | -47.32% | 718.07K | 69.92 | 0.16% |
| 113 | DFUV | Dimensional US ... | 41.59 | +0.25% | 17.35K | 0.00% | 710K | 31.6 | 0.16% |
| 114 | T | AT&T Inc. | 28.23 | -0.39% | 31.05K | +5.85% | 707.12K | 19.28 | 0.16% |
| 115 | IJH | iShares Core S&... | 61.17 | +0.07% | 11.2K | +1.45% | 698.05K | 47.65 | 0.16% |
| 116 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 888 | +0.57% | 685.54K | 381.32 | 0.16% |
| 117 | SCHD | Schwab U.S. Div... | 27.00 | +0.52% | 25.04K | +200.00% | 684.04K | 24.12 | 0.16% |
| 118 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 7.67K | -3.71% | 683.6K | 88.72 | 0.16% |
| 119 | IJK | iShares S&P Mid... | 89.41 | +0.16% | 7.31K | -0.71% | 664.34K | 64.35 | 0.15% |
| 120 | CEG | Constellation E... | 300.35 | +2.79% | 2.94K | +4.67% | 657.26K | 105.34 | 0.15% |
| 121 | PXF | Invesco FTSE RA... | 57.52 | +0.73% | 13.58K | 0.00% | 650.3K | 47.96 | 0.15% |
| 122 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 9.41K | +1.58% | 648.73K | 53.45 | 0.15% |
| 123 | RTX | RTX Corporation | 141.01 | -0.56% | 5.57K | -0.59% | 644.21K | 80.96 | 0.15% |
| 124 | DTD | WisdomTree U.S.... | 78.45 | +0.47% | 8.48K | +30.53% | 643.23K | 63.09 | 0.15% |
| 125 | VBK | Vanguard Small ... | 271.60 | -0.18% | 2.29K | 0.00% | 642.74K | 199.99 | 0.15% |
| 126 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 14.54K | +8.33% | 640.22K | 42.78 | 0.15% |
| 127 | BND | Vanguard Total ... | 72.97 | +0.38% | 8.67K | +1.64% | 623.37K | 83.62 | 0.14% |
| 128 | V | Visa Inc. | 371.03 | -0.61% | 1.97K | -1.45% | 622.6K | 203.15 | 0.14% |
| 129 | SPDW | SPDR Portfolio ... | 40.73 | +0.77% | 18.11K | +3.35% | 617.99K | 33.68 | 0.14% |
| 130 | RWR | SPDR Dow Jones ... | 98.54 | +0.19% | 6.23K | 0.00% | 615.9K | 78.73 | 0.14% |
| 131 | TOL | Toll Brothers, ... | 110.49 | +1.01% | 4.87K | 0.00% | 613.5K | 49.1 | 0.14% |
| 132 | PEG | Public Service ... | 81.53 | +0.89% | 7.07K | 0.00% | 597.68K | 79.19 | 0.14% |
| 133 | IVE | iShares S&P 500... | 192.83 | +0.30% | 3.1K | -2.3% | 592.11K | 141.76 | 0.13% |
| 134 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 3.62K | -0.44% | 585.28K | 91.6 | 0.13% |
| 135 | IEMG | iShares Core MS... | 59.64 | +0.05% | 11.14K | +2.02% | 581.94K | 52.84 | 0.13% |
| 136 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 1.06K | +12.95% | 573.29K | 386.63 | 0.13% |
| 137 | D | Dominion Energy... | 55.87 | +0.53% | 10.59K | 0.00% | 570.54K | 69.38 | 0.13% |
| 138 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 4.31K | 0.00% | 569.22K | 115.3 | 0.13% |
| 139 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 9.8K | 0.00% | 563.68K | 54.98 | 0.13% |
| 140 | YUM | Yum! Brands, In... | 143.80 | +0.27% | 4.09K | -35.32% | 548.98K | 125.88 | 0.12% |
| 141 | COST | Costco Wholesal... | 1002.64 | +0.59% | 588 | 0.00% | 538.77K | 504.15 | 0.12% |
| 142 | XLF | Financial Selec... | 50.99 | -0.01% | 11.14K | +0.21% | 538.18K | 32.55 | 0.12% |
| 143 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 3.5K | 0.00% | 538.13K | 139.39 | 0.12% |
| 144 | ISCV | iShares Morning... | 60.84 | -0.35% | 8.49K | +24.32% | 538.1K | 58.59 | 0.12% |
| 145 | ETN | Eaton Corporati... | 329.93 | +1.30% | 1.62K | +63.24% | 537.96K | 215.19 | 0.12% |
| 146 | IEFA | iShares Core MS... | 84.11 | +0.76% | 7.59K | +7.57% | 533.14K | 67.48 | 0.12% |
| 147 | IJS | iShares S&P Sma... | 98.91 | -0.43% | 4.84K | -1.02% | 525.89K | 84.47 | 0.12% |
| 148 | SONY | Sony Group Corp... | 26.36 | +1.74% | 24.46K | +404.06% | 517.62K | 18.15 | 0.12% |
| 149 | BSJR | Invesco BulletS... | 22.61 | -0.02% | 22.82K | +35.30% | 511.26K | 22.43 | 0.12% |
| 150 | AZN | AstraZeneca PLC | 74.97 | +1.67% | 7.75K | +0.48% | 508.06K | 59.32 | 0.12% |