HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
104,761 | -36 | $20,170 |
| AAPL | 104,761 | -36 | $20,170 |
| FIRST TR EXCH TRADED FD III (FPEI) |
832,976 | +404,949 | $14,852 |
| FPEI | 832,976 | +404,949 | $14,852 |
| WISDOMTREE TR |
391,275 | -1,114 | $14,473 |
| DNL | 391,275 | -1,114 | $14,473 |
| WISDOMTREE TR |
270,510 | +8,022 | $13,325 |
| DOL | 270,510 | +8,022 | $13,325 |
| SPDR SER TR (SLYV) |
138,205 | +4,658 | $11,514 |
| SLYV | 138,205 | +4,658 | $11,514 |
| MICROSOFT CORP |
29,172 | +664 | $10,970 |
| MSFT | 29,172 | +664 | $10,970 |
| ISHARES TR (GOVT) |
420,287 | +324,448 | $9,683 |
| GOVT | 420,287 | +324,448 | $9,683 |
| ISHARES TR (EFG) |
93,151 | -4,266 | $9,022 |
| EFG | 93,151 | -4,266 | $9,022 |
| FIRST TR EXCHNG TRADED FD VI (BUFR) |
292,158 | +21,560 | $7,763 |
| BUFR | 292,158 | +21,560 | $7,763 |
| SPDR SER TR (SPYV) |
140,362 | +16,577 | $6,545 |
| SPYV | 140,362 | +16,577 | $6,545 |
| WISDOMTREE TR |
85,864 | +5,904 | $5,700 |
| DLN | 85,864 | +5,904 | $5,700 |
| SPDR SER TR (SLYG) |
67,086 | +5,719 | $5,610 |
| SLYG | 67,086 | +5,719 | $5,610 |
| SPDR SER TR (SPYG) |
85,649 | +844 | $5,572 |
| SPYG | 85,649 | +844 | $5,572 |
| SPDR SER TR (SPTS) |
186,603 | +185,675 | $5,421 |
| SPTS | 186,603 | +185,675 | $5,421 |
| EXXON MOBIL CORP |
53,535 | -46 | $5,352 |
| XOM | 53,535 | -46 | $5,352 |
| SPDR SER TR (SPTI) |
182,649 | +182,649 | $5,216 |
| SPTI | 182,649 | +182,649 | $5,216 |
| WISDOMTREE TR |
160,246 | +13,349 | $5,155 |
| DES | 160,246 | +13,349 | $5,155 |
| INVESCO EXCH TRD SLF IDX FD |
201,711 | +160,075 | $4,821 |
| BSMR | 201,711 | +160,075 | $4,821 |
| J P MORGAN EXCHANGE TRADED F (JIG) |
76,883 | +10,550 | $4,485 |
| JIG | 76,883 | +10,550 | $4,485 |
| AMAZON COM INC |
29,231 | -604 | $4,441 |
| AMZN | 29,231 | -604 | $4,441 |
| JOHNSON & JOHNSON |
28,085 | -82 | $4,402 |
| JNJ | 28,085 | -82 | $4,402 |
| JPMORGAN CHASE & CO |
22,740 | +3,740 | $3,868 |
| JPM | 22,740 | +3,740 | $3,868 |
| FIRST TR EXCHANGE TRADED FD (FICS) |
110,319 | +17,844 | $3,723 |
| FICS | 110,319 | +17,844 | $3,723 |
| ISHARES TR (IWF) |
10,249 | -21 | $3,107 |
| IWF | 10,249 | -21 | $3,107 |
| PROCTER AND GAMBLE CO |
21,031 | -68 | $3,082 |
| PG | 21,031 | -68 | $3,082 |
| SPDR INDEX SHS FDS (SPEM) |
86,729 | +13,094 | $3,071 |
| SPEM | 86,729 | +13,094 | $3,071 |
| DISNEY WALT CO |
33,478 | -4,707 | $3,023 |
| DIS | 33,478 | -4,707 | $3,023 |
| MERCK & CO INC |
25,861 | +516 | $2,819 |
| MRK | 25,861 | +516 | $2,819 |
| BROADCOM INC |
2,468 | UNCH | $2,755 |
| AVGO | 2,468 | UNCH | $2,755 |
| ISHARES TR (EFV) |
50,397 | -2,396 | $2,626 |
| EFV | 50,397 | -2,396 | $2,626 |
| AUTOMATIC DATA PROCESSING IN |
10,731 | UNCH | $2,500 |
| ADP | 10,731 | UNCH | $2,500 |
 BERKSHIRE HATHAWAY INC DEL |
$2,416 | ||
| BRK.B | 3,731 | UNCH | $1,331 |
| BRK.A | 2 | UNCH | $1,085 |
| ALPHABET INC |
17,231 | -240 | $2,407 |
| GOOGL | 17,231 | -240 | $2,407 |
| MCDONALDS CORP |
8,008 | UNCH | $2,374 |
| MCD | 8,008 | UNCH | $2,374 |
| ABBVIE INC |
14,791 | +15 | $2,292 |
| ABBV | 14,791 | +15 | $2,292 |
| PFIZER INC |
73,092 | -3,512 | $2,104 |
| PFE | 73,092 | -3,512 | $2,104 |
| S & T BANCORP INC |
62,344 | UNCH | $2,084 |
| STBA | 62,344 | UNCH | $2,084 |
| BOEING CO |
7,992 | +3,000 | $2,083 |
| BA | 7,992 | +3,000 | $2,083 |
| ISHARES TR (IVW) |
26,018 | -144 | $1,954 |
| IVW | 26,018 | -144 | $1,954 |
| UNITEDHEALTH GROUP INC |
3,651 | UNCH | $1,922 |
| UNH | 3,651 | UNCH | $1,922 |
| INVESCO EXCH TRD SLF IDX FD |
88,389 | +13,689 | $1,913 |
| BSMV | 88,389 | +13,689 | $1,913 |
| INVESCO EXCH TRD SLF IDX FD |
80,739 | +12,210 | $1,897 |
| BSMT | 80,739 | +12,210 | $1,897 |
| INVESCO EXCH TRD SLF IDX FD |
84,525 | +12,825 | $1,895 |
| BSMU | 84,525 | +12,825 | $1,895 |
| HOME DEPOT INC |
5,420 | +297 | $1,878 |
| HD | 5,420 | +297 | $1,878 |
| WISDOMTREE TR |
35,382 | +80 | $1,858 |
| DWM | 35,382 | +80 | $1,858 |
| INVESCO EXCH TRD SLF IDX FD |
70,865 | +10,000 | $1,766 |
| BSMO | 70,865 | +10,000 | $1,766 |
| ISHARES TR (ICVT) |
22,450 | -353 | $1,764 |
| ICVT | 22,450 | -353 | $1,764 |
| INVESCO EXCH TRD SLF IDX FD |
71,185 | +10,200 | $1,747 |
| BSMP | 71,185 | +10,200 | $1,747 |
| ABBOTT LABS |
15,067 | +281 | $1,658 |
| ABT | 15,067 | +281 | $1,658 |
| ISHARES TR (IVV) |
3,460 | UNCH | $1,653 |
| IVV | 3,460 | UNCH | $1,653 |
See Full List: All Stocks Held By Key Financial Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Key Financial Inc
|
Size ($ in 1000's)
At 12/31/2023: $365,722 At 09/30/2023: $297,299 Key Financial Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Key Financial Inc 13F filings. Link to 13F filings: SEC filings |
