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Key FInancial Inc

All holdings · as of Dec 31, 2025

1,440 positions

CompanyClassValueShares% of portfolio
HOME DEPOT, INC.$1.01M2,9400.2%
UNITEDHEALTH GROUP INC$1.01M3,0570.2%
FIDELITY COVINGTON TRUST$993.9K23,8350.2%
Invesco Bloomberg Enhanced Fallen Angels ETF$991.6K15,1290.2%
ISHARES TR$976.3K6,9160.2%
Visa Inc$973.6K2,7760.2%
INVESCO EXCH TRD SLF IDX FD$972.0K38,7080.2%
INTERNATIONAL BUSINESS MACHINES CORP$914.7K3,0880.2%
Essential Utilities, Inc.$913.0K23,8020.2%
VANGUARD INDEX FDS$900.3K2,9800.2%
INVESCO EXCH TRD SLF IDX FD$892.0K34,5000.2%
Meta Platforms Inc$881.2K1,3350.2%
Marathon Petroleum Corp$874.6K5,3780.2%
ISHARES TR$868.8K9,2070.2%
FULTON FINANCIAL CORP$866.6K44,8330.2%
Mastercard Inc$843.2K1,4770.2%
PACER FDS TR$836.5K21,6250.2%
ELI LILLY & Co$830.7K7730.2%
INVESCO EXCH TRD SLF IDX FD$825.4K48,7800.2%
SPDR SERIES TRUST$822.3K9,2190.2%
INVESCO EXCH TRADED FD TR II$817.0K7,1350.1%
LOCKHEED MARTIN CORP$809.7K1,6740.1%
DIMENSIONAL ETF TRUST$808.4K17,3510.1%
ISHARES TR$805.3K7,7400.1%
SPDR SERIES TRUST$801.2K9,9870.1%
ISHARES INC$796.4K11,8480.1%
HERSHEY CO$793.8K4,3620.1%
AT&T INC.$785.7K31,6290.1%
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESPSBSADR$781.6K32,7730.1%
SSGA ACTIVE ETF TR$770.4K15,5790.1%
ISHARES TR$764.4K6,3600.1%
INVESCO EXCH TRD SLF IDX FD$763.8K33,7740.1%
ISHARES TR$744.0K11,2730.1%
ISHARES TR$736.3K10,7490.1%
PROSHARES TR$736.0K8,7390.1%
J P MORGAN EXCHANGE TRADED F$735.5K14,5390.1%
Walt Disney Co$724.8K6,3710.1%
Mondelez International, Inc.$723.8K13,4450.1%
ISHARES TR$709.2K3,3440.1%
SCHWAB STRATEGIC TR$695.1K25,3400.1%
ISHARES TR$679.6K7,5960.1%
VANGUARD INTL EQUITY INDEX F$676.1K12,5760.1%
Accenture plc$667.0K2,4860.1%
Toll Brothers Incorporated$658.9K4,8730.1%
VANGUARD INDEX FDS$657.0K3,7040.1%
GE Vernova Inc.$639.2K9780.1%
SELECT SECTOR SPDR TR$628.2K11,4690.1%
Sony Group CorpSONYADR$621.2K24,2650.1%
COSTCO WHOLESALE CORP /NEW$620.0K7190.1%
DOMINION ENERGY, INC$619.9K10,5800.1%
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