HoldingsChannel.com
Key Financial Inc Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
WISDOMTREE TR 222,298 +178,724 $8,189
     DOL222,298+178,724$8,189
DISNEY WALT CO 75,435 -71,824 $7,528
     DIS75,435-71,824$7,528
APPLE INC 20,979 -746 $5,346
     AAPL20,979-746$5,346
INCYTE CORP 52,533 UNCH $3,791
     INCY52,533UNCH$3,791
MICROSOFT CORP 20,702 -601 $3,317
     MSFT20,702-601$3,317
SPDR SER TR (SLYV) 61,414 +61,414 $2,505
     SLYV61,414+61,414$2,505
AMAZON COM INC 971 +18 $1,907
     AMZN971+18$1,907
S & T BANCORP INC 60,791 +1,222 $1,660
     STBA60,791+1,222$1,660
MERCK & CO. INC 21,542 +452 $1,658
     MRK21,542+452$1,658
EXXON MOBIL CORP 42,794 -2,223 $1,605
     XOM42,794-2,223$1,605
JPMORGAN CHASE & CO 17,098 -1,659 $1,599
     JPM17,098-1,659$1,599
ISHARES TR (EFG) 21,519 -10,328 $1,546
     EFG21,519-10,328$1,546
JOHNSON & JOHNSON 11,531 -374 $1,534
     JNJ11,531-374$1,534
PROCTER & GAMBLE CO 13,068 +1,968 $1,503
     PG13,068+1,968$1,503
ISHARES TR (PFF) 40,848 -14,422 $1,299
     PFF40,848-14,422$1,299
PFIZER INC 38,360 -1,656 $1,253
     PFE38,360-1,656$1,253
NEXTERA ENERGY INC 4,858 UNCH $1,195
     NEE4,858UNCH$1,195
BERKSHIRE HATHAWAY INC DEL      $1,038
     BRK.A2UNCH$548
     BRK.B2,673+163$490
WISDOMTREE TR 12,457 +4,619 $1,029
     DLN12,457+4,619$1,029
HOME DEPOT INC 5,007 +2,348 $982
     HD5,007+2,348$982
ISHARES TR (IWF) 5,800 -451 $886
     IWF5,800-451$886
ISHARES TR (ICVT) 15,947 UNCH $876
     ICVT15,947UNCH$876
FISERV INC 8,784 UNCH $864
     FISV8,784UNCH$864
VERIZON COMMUNICATIONS INC 13,685 -4,144 $749
     VZ13,685-4,144$749
PEPSICO INC 5,340 UNCH $670
     PEP5,340UNCH$670
ESSENTIAL UTILS INC 15,569 +15,569 $670
     WTRG15,569+15,569$670
WISDOMTREE TR 35,742 -10,852 $646
     DES35,742-10,852$646
GENERAL MLS INC 11,888 UNCH $643
     GIS11,888UNCH$643
ABBOTT LABS 8,064 -200 $640
     ABT8,064-200$640
ISHARES TR (IWP) 5,047 -456 $626
     IWP5,047-456$626
ISHARES TR (IWB) 4,325 -628 $622
     IWB4,325-628$622
MCDONALDS CORP 3,495 -164 $588
     MCD3,495-164$588
AT&T INC 19,423 -4,097 $587
     T19,423-4,097$587
ISHARES TR (IVV) 2,235 -622 $586
     IVV2,235-622$586
PAYCHEX INC 8,691 UNCH $560
     PAYX8,691UNCH$560
ISHARES TR (IWM) 4,310 +908 $496
     IWM4,310+908$496
SALESFORCE COM INC 3,277 UNCH $491
     CRM3,277UNCH$491
UNITEDHEALTH GROUP INC 1,950 UNCH $490
     UNH1,950UNCH$490
SPDR SER TR (RWR) 6,607 +6,607 $484
     RWR6,607+6,607$484
ISHARES TR (IWD) 4,676 -365 $472
     IWD4,676-365$472
BROADCOM INC 1,908 UNCH $458
     AVGO1,908UNCH$458
ISHARES TR (IJK) 2,499 -436 $451
     IJK2,499-436$451
AMERICAN TOWER CORP NEW 1,950 UNCH $450
     AMT1,950UNCH$450
ALPHABET INC 376 UNCH $431
     GOOGL376UNCH$431
MOODYS CORP 1,930 +1,930 $429
     MCO1,930+1,930$429
ISHARES TR (IJT) 3,024 -1,042 $420
     IJT3,024-1,042$420
ABBVIE INC 5,449 -450 $410
     ABBV5,449-450$410
CANADIAN PAC RY LTD 1,875 -1,875 $407
     CP1,875-1,875$407
CONSOLIDATED EDISON INC 4,805 -100 $388
     ED4,805-100$388
TJX COS INC NEW 7,841 UNCH $373
     TJX7,841UNCH$373

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 03/31/2020: $97,489
At 12/31/2019: $106,612

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

Key Financial Inc Top Holdings 13F Filings | www.HoldingsChannel.com

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