Key FInancial Inc
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| SPDR INDEX SHS FDS | 0 | 97,141 | +97,141 | 0 | 4,556,884 | +4,556,884 |
| EXXON MOBIL CORP | 47,877 | 47,375 | -502 | 5,761,569 | 8,037,714 | +2,276,145 |
| INVESCO EXCH TRD SLF IDX FD | 126,228 | 193,618 | +67,390 | 2,984,661 | 4,574,225 | +1,589,564 |
| ISHARES TR | 0 | 773,330 | +773,330 | 0 | 17,716,990 | +17,716,990 |
| JOHNSON & JOHNSON | 0 | 25,863 | +25,863 | 0 | 6,321,915 | +6,321,915 |
| SPDR INDEX SHS FDS | 0 | 24,280 | +24,280 | 0 | 1,107,214 | +1,107,214 |
| ISHARES TR | 0 | 58,574 | +58,574 | 0 | 4,354,977 | +4,354,977 |
| SPDR INDEX SHS FDS | 0 | 23,264 | +23,264 | 0 | 1,062,002 | +1,062,002 |
| PROSHARES TR | 0 | 92,671 | +92,671 | 0 | 3,794,182 | +3,794,182 |
| ISHARES TR | 0 | 89,980 | +89,980 | 0 | 10,021,073 | +10,021,073 |
| ASTRAZENECA PLC | 0 | 4,224 | +4,224 | 0 | 818,137 | +818,137 |
| INVESCO EXCH TRD SLF IDX FD | 135,249 | 177,413 | +42,164 | 2,647,499 | 3,464,876 | +817,377 |
| SPDR SERIES TRUST | 0 | 183,039 | +183,039 | 0 | 17,311,800 | +17,311,800 |
| INVESCO EXCH TRD SLF IDX FD | 308,789 | 342,056 | +33,267 | 7,307,553 | 8,090,993 | +783,440 |
| WISDOMTREE TR | 0 | 321,335 | +321,335 | 0 | 21,846,410 | +21,846,410 |
| INVESCO EXCH TRD SLF IDX FD | 99,389 | 136,541 | +37,152 | 1,961,939 | 2,679,617 | +717,678 |
| J P MORGAN EXCHANGE TRADED F | 0 | 15,301 | +15,301 | 0 | 977,887 | +977,887 |
| INVESCO EXCH TRD SLF IDX FD | 71,420 | 105,332 | +33,912 | 1,471,252 | 2,151,195 | +679,943 |
| ISHARES TR | 0 | 15,038 | +15,038 | 0 | 1,435,828 | +1,435,828 |
| CHEVRON CORPORATION | 9,430 | 9,793 | +363 | 1,437,226 | 2,026,172 | +588,946 |
| J P MORGAN EXCHANGE TRADED F | 0 | 25,566 | +25,566 | 0 | 1,293,895 | +1,293,895 |
| WISDOMTREE TR | 0 | 288,039 | +288,039 | 0 | 16,720,260 | +16,720,260 |
| J P MORGAN EXCHANGE TRADED F | 0 | 14,189 | +14,189 | 0 | 723,355 | +723,355 |
| DIREXION SHARES ETF TRUST | 0 | 4,649 | +4,649 | 0 | 458,066 | +458,066 |
| COHEN & STEERS ETF TRUST | 558 | 18,372 | +17,814 | 14,463 | 470,966 | +456,503 |
| SPDR INDEX SHS FDS | 0 | 10,585 | +10,585 | 0 | 447,005 | +447,005 |
| MARATHON PETE CORP | 0 | 5,378 | +5,378 | 0 | 1,313,200 | +1,313,200 |
| CATERPILLAR INC | 2,618 | 2,689 | +71 | 1,499,774 | 1,905,049 | +405,275 |
| ISHARES TR | 0 | 4,194 | +4,194 | 0 | 400,275 | +400,275 |
| MERCK & CO INC | 0 | 25,212 | +25,212 | 0 | 3,032,805 | +3,032,805 |
| SPDR INDEX SHS FDS | 0 | 9,815 | +9,815 | 0 | 359,131 | +359,131 |
| SPDR INDEX SHS FDS | 0 | 7,214 | +7,214 | 0 | 359,012 | +359,012 |
| BNY MELLON ETF TRUST | 4,057 | 7,253 | +3,196 | 441,949 | 800,049 | +358,100 |
| SPDR INDEX SHS FDS | 0 | 4,597 | +4,597 | 0 | 348,039 | +348,039 |
| JANUS DETROIT STR TR | 0 | 15,471 | +15,471 | 0 | 779,274 | +779,274 |
| WISDOMTREE TR | 0 | 63,808 | +63,808 | 0 | 4,459,579 | +4,459,579 |
| WISDOMTREE TR | 0 | 158,701 | +158,701 | 0 | 5,703,725 | +5,703,725 |
| VERIZON COMMUNICATIONS INC | 0 | 31,260 | +31,260 | 0 | 1,569,269 | +1,569,269 |
| INVESCO EXCH TRD SLF IDX FD | 0 | 49,403 | +49,403 | 0 | 1,227,852 | +1,227,852 |
| CORNING INC | 6,153 | 5,653 | -500 | 538,757 | 768,638 | +229,881 |
| J P MORGAN EXCHANGE TRADED F | 0 | 101,863 | +101,863 | 0 | 7,562,309 | +7,562,309 |
| COMPANHIA DE SANEAMENTO BASI | 32,773 | 32,825 | +52 | 781,636 | 1,001,491 | +219,855 |
| ISHARES TR | 0 | 10,000 | +10,000 | 0 | 470,200 | +470,200 |
| GE VERNOVA INC | 978 | 980 | +2 | 639,191 | 855,442 | +216,251 |
| COSTCO WHOLESALE CORPORATION | 719 | 834 | +115 | 620,022 | 831,023 | +211,001 |
| WISDOMTREE TR | 0 | 16,887 | +16,887 | 0 | 1,458,377 | +1,458,377 |
| SPDR SERIES TRUST | 0 | 83,127 | +83,127 | 0 | 8,031,731 | +8,031,731 |
| ISHARES TR | 0 | 2,537 | +2,537 | 0 | 219,933 | +219,933 |
| WISDOMTREE TR | 0 | 95,537 | +95,537 | 0 | 8,534,350 | +8,534,350 |
| INVESCO EXCH TRADED FD TR II | 7,135 | 8,784 | +1,649 | 816,958 | 1,009,369 | +192,411 |
| SCHWAB STRATEGIC TR | 0 | 28,560 | +28,560 | 0 | 876,221 | +876,221 |
| SPDR INDEX SHS FDS | 0 | 2,335 | +2,335 | 0 | 180,150 | +180,150 |
| INVESCO EXCH TRADED FD TR II | 10,934 | 14,112 | +3,178 | 532,704 | 712,374 | +179,670 |
| PACER FDS TR | 0 | 23,905 | +23,905 | 0 | 1,014,528 | +1,014,528 |
| PFIZER INC | 0 | 60,358 | +60,358 | 0 | 1,694,853 | +1,694,853 |
| GOLDMAN SACHS GROUP INC | 151 | 364 | +213 | 132,729 | 307,940 | +175,211 |
| INVESCO EXCH TRD SLF IDX FD | 0 | 30,535 | +30,535 | 0 | 767,378 | +767,378 |
| INVESCO EXCH TRD SLF IDX FD | 0 | 31,595 | +31,595 | 0 | 766,425 | +766,425 |
| AMERICAN CENTY ETF TR | 25,062 | 28,905 | +3,843 | 2,870,100 | 3,035,892 | +165,792 |
| VANGUARD SCOTTSDALE FDS | 0 | 4,821 | +4,821 | 0 | 382,161 | +382,161 |
| AMGEN INC | 1,167 | 1,545 | +378 | 381,971 | 543,608 | +161,637 |
| INVESCO EXCH TRD SLF IDX FD | 0 | 41,385 | +41,385 | 0 | 1,051,945 | +1,051,945 |
| PEPSICO INC | 0 | 9,925 | +9,925 | 0 | 1,541,253 | +1,541,253 |
| INVESCO EXCH TRADED FD TR II | 1,540 | 7,240 | +5,700 | 39,747 | 194,828 | +155,081 |
| ISHARES INC | 0 | 13,604 | +13,604 | 0 | 948,842 | +948,842 |
| SPDR SERIES TRUST | 0 | 151,991 | +151,991 | 0 | 8,599,651 | +8,599,651 |
| ISHARES TR | 0 | 36,467 | +36,467 | 0 | 1,998,392 | +1,998,392 |
| INVESCO EXCH TRD SLF IDX FD | 0 | 40,695 | +40,695 | 0 | 910,144 | +910,144 |
| NUVEEN QUALITY MUNCP INCOME | 0 | 12,536 | +12,536 | 0 | 144,164 | +144,164 |
| SELECT SECTOR SPDR TR | 0 | 5,208 | +5,208 | 0 | 319,042 | +319,042 |
| AT&T INC | 31,629 | 31,915 | +286 | 785,664 | 925,216 | +139,552 |
| INVESCO EXCH TRD SLF IDX FD | 58,568 | 64,423 | +5,855 | 1,366,977 | 1,493,003 | +126,026 |
| WALMART INC | 0 | 5,473 | +5,473 | 0 | 680,184 | +680,184 |
| ISHARES SILVER TR | 0 | 1,779 | +1,779 | 0 | 121,221 | +121,221 |
| PACER FDS TR | 0 | 12,897 | +12,897 | 0 | 578,688 | +578,688 |
| EATON CORP PLC | 1,068 | 1,289 | +221 | 340,169 | 461,037 | +120,868 |
| JANUS DETROIT STR TR | 0 | 6,508 | +6,508 | 0 | 455,753 | +455,753 |
| HERSHEY CO | 4,362 | 4,362 | 0 | 793,797 | 906,816 | +113,019 |
| WISDOMTREE TR | 0 | 8,853 | +8,853 | 0 | 355,005 | +355,005 |
| VANGUARD SCOTTSDALE FDS | 0 | 7,557 | +7,557 | 0 | 625,342 | +625,342 |
| ISHARES TR | 0 | 1,477 | +1,477 | 0 | 143,609 | +143,609 |
| ESSENTIAL UTILS INC | 23,802 | 25,209 | +1,407 | 913,046 | 1,015,148 | +102,102 |
| INVESCO EXCH TRADED FD TR II | 15,129 | 15,647 | +518 | 991,630 | 1,093,725 | +102,095 |
| CONSOLIDATED EDISON INC | 4,658 | 4,986 | +328 | 462,598 | 564,276 | +101,678 |
| HOME DEPOT INC | 2,940 | 3,383 | +443 | 1,011,571 | 1,112,759 | +101,188 |
| CSX CORP | 2,978 | 5,085 | +2,107 | 107,952 | 208,739 | +100,787 |
| LOCKHEED MARTIN CORP | 0 | 1,493 | +1,493 | 0 | 902,354 | +902,354 |
| INVESCO EXCH TRD SLF IDX FD | 0 | 28,277 | +28,277 | 0 | 613,187 | +613,187 |
| ENTERPRISE PRODS PARTNERS L | 2,184 | 4,288 | +2,104 | 70,019 | 162,258 | +92,239 |
| PINNACLE FINL PARTNERS INC | 0 | 1,040 | +1,040 | 0 | 89,586 | +89,586 |
| BLACKROCK MUN TARGET TERM TR | 0 | 3,878 | +3,878 | 0 | 88,031 | +88,031 |
| COCA COLA CO | 22,510 | 21,819 | -691 | 1,573,675 | 1,659,336 | +85,661 |
| ISHARES TR | 0 | 5,748 | +5,748 | 0 | 558,303 | +558,303 |
| MERIDIAN CORP | 0 | 59,366 | +59,366 | 0 | 1,125,579 | +1,125,579 |
| TORTOISE CAPITAL SERIES TRUS | 0 | 1,572 | +1,572 | 0 | 79,263 | +79,263 |
| BLACKROCK MUNIYILD QULT FD I | 0 | 7,132 | +7,132 | 0 | 78,309 | +78,309 |
| VANGUARD ADMIRAL FDS INC | 0 | 737 | +737 | 0 | 84,630 | +84,630 |
| VANGUARD STAR FDS | 0 | 5,537 | +5,537 | 0 | 426,958 | +426,958 |
| ISHARES TR | 0 | 564 | +564 | 0 | 140,346 | +140,346 |
| GILEAD SCIENCES INC | 4,258 | 4,248 | -10 | 522,627 | 592,044 | +69,417 |