The Analysis of Key FInancial Inc's Holdings


Currently, Key FInancial Inc holds 1440 types of securities in its portfolio with a total value $547.9M. In the most recent quarter, they have increased their positions in GOVT (+31.1K shares, valued at $716.6K), BSCQ (+35.7K shares, valued at $699.1K), GAL (+14.1K shares, valued at $695.3K); decreased their positions in SPYG (-5.7K shares, valued at $609.9K), SLYV (-6.3K shares, valued at $570.2K), FPEI (-22.0K shares, valued at $427.1K); initiated new positions in N/A (+23.6K shares, valued at $599.0K), FRPT (+1.5K shares, valued at $91.4K), SOXX (+217 shares, valued at $65.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC97.1K shares-0.56%2025-12-312026-02-09history
DOL WISDOMTREE TR320.2K shares-0.48%2025-12-312026-02-09history
DNL WISDOMTREE TR452.2K shares-0.12%2025-12-312026-02-09history
SLYV SPDR SERIES TRUST181.7K shares-3.34%2025-12-312026-02-09history
GOVT ISHARES TR705.4K shares4.62%2025-12-312026-02-09history
EES WISDOMTREE TR284.0K shares3.11%2025-12-312026-02-09history
BUFR FIRST TR EXCHNG TRADED FD VI411.8K shares-0.86%2025-12-312026-02-09history
MSFT MICROSOFT CORP27.7K shares0.58%2025-12-312026-02-09history
Sponsored
FICS FIRST TR EXCHANGE TRADED FD247.0K shares5.48%2025-12-312026-02-09history
EFG ISHARES TR79.9K shares1.40%2025-12-312026-02-09history
SPYV SPDR SERIES TRUST148.8K shares-2.22%2025-12-312026-02-09history
DLN WISDOMTREE TR94.6K shares-4.04%2025-12-312026-02-09history
SPYG SPDR SERIES TRUST77.5K shares-6.87%2025-12-312026-02-09history
SLYG SPDR SERIES TRUST83.1K shares1.06%2025-12-312026-02-09history
FPEI FIRST TR EXCH TRADED FD III398.9K shares-5.23%2025-12-312026-02-09history
JIG J P MORGAN EXCHANGE TRADED F100.1K shares0.63%2025-12-312026-02-09history
Sponsored
BSMR INVESCO EXCH TRD SLF IDX FD308.8K shares8.56%2025-12-312026-02-09history
BROADCOM INC BROADCOM INC20.2K shares1.94%2025-12-312026-02-09history
JPM JPMORGAN CHASE & CO.21.6K shares2.34%2025-12-312026-02-09history
SPTI SPDR SERIES TRUST235.9K shares2.63%2025-12-312026-02-09history
NVDA NVIDIA CORPORATION34.8K shares1.91%2025-12-312026-02-09history
SPTS SPDR SERIES TRUST210.6K shares-3.85%2025-12-312026-02-09history
AMZN AMAZON COM INC25.2K shares2.81%2025-12-312026-02-09history
XOM EXXON MOBIL CORP47.9K shares-2.14%2025-12-312026-02-09history
Sponsored
DES WISDOMTREE TR161.8K shares-0.60%2025-12-312026-02-09history
ALPHABET INC ALPHABET INC16.9K shares-0.19%2025-12-312026-02-09history
IWF ISHARES TR10.4K shares0.07%2025-12-312026-02-09history
JNJ JOHNSON & JOHNSON23.8K shares0.65%2025-12-312026-02-09history
BSMS INVESCO EXCH TRD SLF IDX FD207.9K shares16.12%2025-12-312026-02-09history
SPEM SPDR INDEX SHS FDS94.0K shares-0.33%2025-12-312026-02-09history
DWM WISDOMTREE TR60.3K shares8.62%2025-12-312026-02-09history
ABBV ABBVIE INC16.0K shares1.00%2025-12-312026-02-09history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC19.7K shares-7.44%2025-12-312026-02-09history
EFV ISHARES TR45.9K shares-8.36%2025-12-312026-02-09history
IVW ISHARES TR25.5K shares-2.06%2025-12-312026-02-09history
BSMQ INVESCO EXCH TRD SLF IDX FD126.2K shares23.44%2025-12-312026-02-09history
QGRO AMERICAN CENTY ETF TR25.1K shares28.05%2025-12-312026-02-09history
THE CIGNA GROUP THE CIGNA GROUP10.4K shares-0.85%2025-12-312026-02-09history
BSMT INVESCO EXCH TRD SLF IDX FD120.5K shares0.90%2025-12-312026-02-09history
BSMU INVESCO EXCH TRD SLF IDX FD126.6K shares6.18%2025-12-312026-02-09history
Sponsored
EFAD PROSHARES TR66.8K shares26.47%2025-12-312026-02-09history
ORCL ORACLE CORP14.1K shares0.00%2025-12-312026-02-09history
ADP AUTOMATIC DATA PROCESSING IN10.5K shares0.00%2025-12-312026-02-09history
MERCK & CO INC MERCK & CO INC25.2K shares-0.23%2025-12-312026-02-09history
IVV ISHARES TR3.9K shares-8.86%2025-12-312026-02-09history
BSCQ INVESCO EXCH TRD SLF IDX FD135.2K shares35.88%2025-12-312026-02-09history
BSMV INVESCO EXCH TRD SLF IDX FD124.3K shares2.47%2025-12-312026-02-09history
VUG VANGUARD INDEX FDS5.3K shares1.39%2025-12-312026-02-09history
Sponsored
PG PROCTER AND GAMBLE CO17.3K shares-0.09%2025-12-312026-02-09history
MCD MCDONALDS CORP8.0K shares-0.37%2025-12-312026-02-09history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.7K shares-0.02%2025-12-312026-02-09history
ABT ABBOTT LABS18.8K shares0.01%2025-12-312026-02-09history
ALPHABET INC ALPHABET INC7.5K shares2.18%2025-12-312026-02-09history
STBA S & T BANCORP INC57.6K shares-0.85%2025-12-312026-02-09history
VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares11.30%2025-12-312026-02-09history
BSCR INVESCO EXCH TRD SLF IDX FD99.4K shares40.00%2025-12-312026-02-09history
Sponsored
ISCG ISHARES TR33.4K shares13.44%2025-12-312026-02-09history
VTV VANGUARD INDEX FDS9.6K shares2.55%2025-12-312026-02-09history
SPMD SPDR SERIES TRUST31.0K shares2.56%2025-12-312026-02-09history
TSLA TESLA INC3.7K shares-1.72%2025-12-312026-02-09history
MDYG SPDR SERIES TRUST17.5K shares-5.08%2025-12-312026-02-09history
IWD ISHARES TR7.7K shares-0.67%2025-12-312026-02-09history
KO COCA COLA CO22.5K shares0.03%2025-12-312026-02-09history
BLACKSTONE INC BLACKSTONE INC10.0K shares-17.49%2025-12-312026-02-09history
Sponsored
PFE PFIZER INC61.0K shares-3.86%2025-12-312026-02-09history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-09history
CAT CATERPILLAR INC2.6K shares-1.87%2025-12-312026-02-09history
VV VANGUARD INDEX FDS4.7K shares-1.76%2025-12-312026-02-09history
BSCS INVESCO EXCH TRD SLF IDX FD71.4K shares31.98%2025-12-312026-02-09history
VGT VANGUARD WORLD FD1.9K shares-4.48%2025-12-312026-02-09history
CVX CHEVRON CORP NEW9.4K shares0.28%2025-12-312026-02-09history
IDCC INTERDIGITAL INC4.5K shares-11.17%2025-12-312026-02-09history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR2.3K shares4.77%2025-12-312026-02-09history
CSCO CISCO SYS INC18.6K shares-0.32%2025-12-312026-02-09history
VTI VANGUARD INDEX FDS4.3K shares-1.60%2025-12-312026-02-09history
SPY SPDR S&P 500 ETF TR2.1K shares0.00%2025-12-312026-02-09history
VEA VANGUARD TAX-MANAGED FDS22.6K shares4.76%2025-12-312026-02-09history
CEG CONSTELLATION ENERGY CORP4.0K shares35.64%2025-12-312026-02-09history
PEP PEPSICO INC9.6K shares0.19%2025-12-312026-02-09history
IWB ISHARES TR3.7K shares-6.43%2025-12-312026-02-09history
Sponsored
BSJQ INVESCO EXCH TRD SLF IDX FD58.6K shares16.10%2025-12-312026-02-09history
MCO MOODYS CORP2.6K shares-0.16%2025-12-312026-02-09history
VZ VERIZON COMMUNICATIONS INC31.4K shares-0.83%2025-12-312026-02-09history
DTD WISDOMTREE TR14.7K shares2.00%2025-12-312026-02-09history
VYM VANGUARD WHITEHALL FDS8.7K shares1.11%2025-12-312026-02-09history
TJX TJX COS INC NEW8.1K shares0.00%2025-12-312026-02-09history
GE AEROSPACE GE AEROSPACE4.0K shares-0.47%2025-12-312026-02-09history
SPHQ INVESCO EXCHANGE TRADED FD T16.3K shares14.61%2025-12-312026-02-09history
Sponsored
SPSM SPDR SERIES TRUST26.1K shares4.28%2025-12-312026-02-09history
CRM SALESFORCE INC4.5K shares-0.18%2025-12-312026-02-09history
ICVT ISHARES TR11.8K shares1.25%2025-12-312026-02-09history
BSCT INVESCO EXCH TRD SLF IDX FD57.4K shares2.37%2025-12-312026-02-09history
DWX SPDR INDEX SHS FDS24.3K shares-0.38%2025-12-312026-02-09history
IWM ISHARES TR4.3K shares0.26%2025-12-312026-02-09history
MRBK MERIDIAN CORPORATION59.4K shares0.00%2025-12-312026-02-09history
BAC BANK AMERICA CORP18.9K shares-0.45%2025-12-312026-02-09history
Sponsored
NSC NORFOLK SOUTHN CORP3.6K shares0.00%2025-12-312026-02-09history
IWP ISHARES TR7.5K shares0.00%2025-12-312026-02-09history
SPDW SPDR INDEX SHS FDS23.1K shares4.28%2025-12-312026-02-09history
RTX RTX CORPORATION5.6K shares0.00%2025-12-312026-02-09history
HD HOME DEPOT INC2.9K shares2.15%2025-12-312026-02-09history
UNH UNITEDHEALTH GROUP INC3.1K shares3.38%2025-12-312026-02-09history
FELG FIDELITY COVINGTON TRUST23.8K shares0.00%2025-12-312026-02-09history
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II15.1K shares0.71%2025-12-312026-02-09history
Sponsored
IJT ISHARES TR6.9K shares0.51%2025-12-312026-02-09history
V VISA INC2.8K shares44.06%2025-12-312026-02-09history
BSMW INVESCO EXCH TRD SLF IDX FD38.7K shares10.25%2025-12-312026-02-09history
IBM INTERNATIONAL BUSINESS MACHS3.1K shares0.00%2025-12-312026-02-09history
WTRG ESSENTIAL UTILS INC23.8K shares0.18%2025-12-312026-02-09history
VBK VANGUARD INDEX FDS3.0K shares5.56%2025-12-312026-02-09history
BSSX INVESCO EXCH TRD SLF IDX FD34.5K shares0.00%2025-12-312026-02-09history
META META PLATFORMS INC1.3K shares-0.74%2025-12-312026-02-09history
Sponsored
MPC MARATHON PETE CORP5.4K shares-6.27%2025-12-312026-02-09history
ILCV ISHARES TR9.2K shares0.98%2025-12-312026-02-09history
FULT FULTON FINL CORP PA44.8K shares0.00%2025-12-312026-02-09history
MA MASTERCARD INCORPORATED1.5K shares-1.40%2025-12-312026-02-09history
ICOW PACER FDS TR21.6K shares0.00%2025-12-312026-02-09history
LLY ELI LILLY & CO773 shares-0.64%2025-12-312026-02-09history
BSCU INVESCO EXCH TRD SLF IDX FD48.8K shares311.30%2025-12-312026-02-09history
CWB SPDR SERIES TRUST9.2K shares0.00%2025-12-312026-02-09history
Sponsored
RWL INVESCO EXCH TRADED FD TR II7.1K shares-6.27%2025-12-312026-02-09history
LMT LOCKHEED MARTIN CORP1.7K shares0.72%2025-12-312026-02-09history
DFUV DIMENSIONAL ETF TRUST17.4K shares0.00%2025-12-312026-02-09history
ILCG ISHARES TR7.7K shares4.88%2025-12-312026-02-09history
SPYM SPDR SERIES TRUST10.0K shares3.30%2025-12-312026-02-09history
IEMG ISHARES INC11.8K shares-0.10%2025-12-312026-02-09history
HSY HERSHEY CO4.4K shares0.00%2025-12-312026-02-09history
T AT&T INC31.6K shares2.32%2025-12-312026-02-09history
Sponsored
SBS COMPANHIA DE SANEAMENTO BASI32.8K shares2.96%2025-12-312026-02-09history
GAL SSGA ACTIVE ETF TR15.6K shares926.28%2025-12-312026-02-09history
IJR ISHARES TR6.4K shares1.10%2025-12-312026-02-09history
BSJR INVESCO EXCH TRD SLF IDX FD33.8K shares3.37%2025-12-312026-02-09history
IJH ISHARES TR11.3K shares1.65%2025-12-312026-02-09history
ISCV ISHARES TR10.7K shares4.40%2025-12-312026-02-09history
REGL PROSHARES TR8.7K shares-1.69%2025-12-312026-02-09history
JPST J P MORGAN EXCHANGE TRADED F14.5K shares26.58%2025-12-312026-02-09history
Sponsored
DIS DISNEY WALT CO6.4K shares1.82%2025-12-312026-02-09history
MDLZ MONDELEZ INTL INC13.4K shares-0.17%2025-12-312026-02-09history
IVE ISHARES TR3.3K shares3.82%2025-12-312026-02-09history
SCHD SCHWAB STRATEGIC TR25.3K shares0.00%2025-12-312026-02-09history
IEFA ISHARES TR7.6K shares0.00%2025-12-312026-02-09history
VWO VANGUARD INTL EQUITY INDEX F12.6K shares1.35%2025-12-312026-02-09history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares0.00%2025-12-312026-02-09history
TOL TOLL BROTHERS INC4.9K shares0.00%2025-12-312026-02-09history
Sponsored
VOE VANGUARD INDEX FDS3.7K shares1.93%2025-12-312026-02-09history
GEV GE VERNOVA INC978 shares0.00%2025-12-312026-02-09history
XLF SELECT SECTOR SPDR TR11.5K shares-2.88%2025-12-312026-02-09history
SONY SONY GROUP CORP24.3K shares-0.81%2025-12-312026-02-09history
COST COSTCO WHSL CORP NEW719 shares0.00%2025-12-312026-02-09history
D DOMINION ENERGY INC10.6K shares0.00%2025-12-312026-02-09history
AZN ASTRAZENECA PLC6.6K shares-15.88%2025-12-312026-02-09history
QCOM QUALCOMM INC3.5K shares0.00%2025-12-312026-02-09history
Sponsored
INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD23.6K sharesnew addition2025-12-312026-02-09history
BSMY INVESCO EXCH TRD SLF IDX FD24.4K shares415.56%2025-12-312026-02-09history
FI FISERV INC8.8K shares-0.85%2025-12-312026-02-09history
BLACKROCK INC BLACKROCK INC542 shares0.00%2025-12-312026-02-09history
IJK ISHARES TR6.0K shares-9.64%2025-12-312026-02-09history
MAR MARRIOTT INTL INC NEW1.8K shares0.00%2025-12-312026-02-09history
RWR SPDR SERIES TRUST5.7K shares0.00%2025-12-312026-02-09history
SDY SPDR SERIES TRUST4.0K shares0.00%2025-12-312026-02-09history
Sponsored
WMT WALMART INC5.0K shares8.70%2025-12-312026-02-09history
IWN ISHARES TR3.1K shares0.00%2025-12-312026-02-09history
JEPI J P MORGAN EXCHANGE TRADED F9.6K shares1.19%2025-12-312026-02-09history
YUM YUM BRANDS INC3.6K shares0.00%2025-12-312026-02-09history
MS MORGAN STANLEY3.0K shares3.61%2025-12-312026-02-09history
GLW CORNING INC6.2K shares0.82%2025-12-312026-02-09history
RWJ INVESCO EXCH TRADED FD TR II10.9K shares2.13%2025-12-312026-02-09history
GILD GILEAD SCIENCES INC4.3K shares0.00%2025-12-312026-02-09history
Sponsored
BSJS INVESCO EXCH TRD SLF IDX FD23.7K shares12.21%2025-12-312026-02-09history
VCIT VANGUARD SCOTTSDALE FDS6.2K shares10.82%2025-12-312026-02-09history
SCHF SCHWAB STRATEGIC TR21.3K shares0.02%2025-12-312026-02-09history
IJS ISHARES TR4.5K shares-5.16%2025-12-312026-02-09history
VB VANGUARD INDEX FDS2.0K shares30.56%2025-12-312026-02-09history
VIG VANGUARD SPECIALIZED FUNDS2.3K shares-0.31%2025-12-312026-02-09history
QUAL ISHARES TR2.4K shares4.04%2025-12-312026-02-09history
MMM 3M CO3.0K shares-1.64%2025-12-312026-02-09history
Sponsored
QQQE DIREXION SHS ETF TR4.6K shares0.00%2025-12-312026-02-09history
SPSB SPDR SERIES TRUST15.7K shares0.00%2025-12-312026-02-09history
EFA ISHARES TR4.9K shares-2.05%2025-12-312026-02-09history
CITIGROUP INC CITIGROUP INC4.0K shares2.69%2025-12-312026-02-09history
ED CONSOLIDATED EDISON INC4.7K shares0.00%2025-12-312026-02-09history
AXP AMERICAN EXPRESS CO1.2K shares0.00%2025-12-312026-02-09history
CALF PACER FDS TR10.3K shares23.09%2025-12-312026-02-09history
IQDG WISDOMTREE TR10.8K shares13.01%2025-12-312026-02-09history
Sponsored
EEM ISHARES TR8.2K shares-2.15%2025-12-312026-02-09history
IWO ISHARES TR1.4K shares0.00%2025-12-312026-02-09history
URI UNITED RENTALS INC553 shares0.00%2025-12-312026-02-09history
BKMC BNY MELLON ETF TRUST4.1K shares1.10%2025-12-312026-02-09history
JAAA JANUS DETROIT STR TR8.7K shares-14.23%2025-12-312026-02-09history
AMD ADVANCED MICRO DEVICES INC2.1K shares2.96%2025-12-312026-02-09history
TMO THERMO FISHER SCIENTIFIC INC755 shares0.00%2025-12-312026-02-09history
DEM WISDOMTREE TR9.3K shares-0.33%2025-12-312026-02-09history
Sponsored
PNW PINNACLE WEST CAP CORP4.9K shares0.00%2025-12-312026-02-09history
GWX SPDR INDEX SHS FDS10.6K shares0.00%2025-12-312026-02-09history
AFL AFLAC INC3.9K shares0.00%2025-12-312026-02-09history
LOW LOWES COS INC1.8K shares0.00%2025-12-312026-02-09history
PEG PUBLIC SVC ENTERPRISE GRP IN5.2K shares2.61%2025-12-312026-02-09history
BMY BRISTOL-MYERS SQUIBB CO7.8K shares0.00%2025-12-312026-02-09history
UNP UNION PAC CORP1.8K shares0.00%2025-12-312026-02-09history
NFLX NETFLIX INC4.4K shares740.69%2025-12-312026-02-09history
Sponsored
BSJT INVESCO EXCH TRD SLF IDX FD19.0K shares6.53%2025-12-312026-02-09history
IUSG ISHARES TR2.4K shares-0.33%2025-12-312026-02-09history
CENCORA INC CENCORA INC1.1K shares-18.17%2025-12-312026-02-09history
AMGN AMGEN INC1.2K shares0.00%2025-12-312026-02-09history
IYW ISHARES TR1.9K shares-4.05%2025-12-312026-02-09history
DGRO ISHARES TR5.4K shares0.00%2025-12-312026-02-09history
DON WISDOMTREE TR7.3K shares0.00%2025-12-312026-02-09history
VIS VANGUARD WORLD FD1.2K shares-3.23%2025-12-312026-02-09history
Sponsored
EFAX SPDR INDEX SHS FDS7.2K shares0.00%2025-12-312026-02-09history
THOMSON REUTERS CORP THOMSON REUTERS CORP2.8K shares0.00%2025-12-312026-02-09history
VCR VANGUARD WORLD FD913 shares1.11%2025-12-312026-02-09history
GLD SPDR GOLD TR905 shares-1.31%2025-12-312026-02-09history
NVS NOVARTIS AG2.6K shares0.00%2025-12-312026-02-09history
CWI SPDR INDEX SHS FDS9.8K shares0.00%2025-12-312026-02-09history
GIS GENERAL MLS INC7.6K shares0.00%2025-12-312026-02-09history
VXUS VANGUARD STAR FDS4.6K shares5.91%2025-12-312026-02-09history
Sponsored
SPGM SPDR INDEX SHS FDS4.5K shares6.37%2025-12-312026-02-09history
CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.7K shares0.00%2025-12-312026-02-09history
CRWD CROWDSTRIKE HLDGS INC732 shares16.56%2025-12-312026-02-09history
JSML JANUS DETROIT STR TR4.7K shares1.15%2025-12-312026-02-09history
TDIV FIRST TR EXCHANGE TRADED FD3.5K shares0.00%2025-12-312026-02-09history
EATON CORP PLC EATON CORP PLC1.1K shares-0.65%2025-12-312026-02-09history
ROK ROCKWELL AUTOMATION INC866 shares0.00%2025-12-312026-02-09history
EXC EXELON CORP7.7K shares18.79%2025-12-312026-02-09history
Sponsored
XLV SELECT SECTOR SPDR TR2.1K shares0.09%2025-12-312026-02-09history
ONEQ FIDELITY COMWLTH TR3.6K shares-5.75%2025-12-312026-02-09history
VNQ VANGUARD INDEX FDS3.6K shares6.77%2025-12-312026-02-09history
SPHY SPDR SERIES TRUST13.6K shares2.45%2025-12-312026-02-09history
AGG ISHARES TR3.2K shares-4.98%2025-12-312026-02-09history
VO VANGUARD INDEX FDS1.1K shares28.37%2025-12-312026-02-09history
MGK VANGUARD WORLD FD753 shares4.73%2025-12-312026-02-09history
TRV TRAVELERS COMPANIES INC1.1K shares0.00%2025-12-312026-02-09history
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AMT AMERICAN TOWER CORP NEW1.8K shares-0.17%2025-12-312026-02-09history
PAYX PAYCHEX INC2.8K shares-13.85%2025-12-312026-02-09history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares11.92%2025-12-312026-02-09history
LH LABCORP HOLDINGS INC1.2K shares-3.35%2025-12-312026-02-09history
STT STATE STR CORP2.3K shares0.00%2025-12-312026-02-09history
ITOT ISHARES TR1.9K shares0.00%2025-12-312026-02-09history
FFIV F5 INC1.1K shares0.00%2025-12-312026-02-09history
IWS ISHARES TR2.0K shares0.00%2025-12-312026-02-09history
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SYK STRYKER CORPORATION791 shares-6.06%2025-12-312026-02-09history
SBUX STARBUCKS CORP3.3K shares-10.61%2025-12-312026-02-09history
WTAI WISDOMTREE TR9.5K shares0.00%2025-12-312026-02-09history
PNC PNC FINL SVCS GROUP INC1.3K shares0.38%2025-12-312026-02-09history
LHX L3HARRIS TECHNOLOGIES INC929 shares0.00%2025-12-312026-02-09history
DIA SPDR DOW JONES INDL AVERAGE567 shares-14.35%2025-12-312026-02-09history
SCZ ISHARES TR3.5K shares0.00%2025-12-312026-02-09history
DFAT DIMENSIONAL ETF TRUST4.5K shares0.00%2025-12-312026-02-09history
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HELO J P MORGAN EXCHANGE TRADED F4.0K shares38.29%2025-12-312026-02-09history
IQLT ISHARES TR5.8K shares2.71%2025-12-312026-02-09history
VBR VANGUARD INDEX FDS1.2K shares4.58%2025-12-312026-02-09history
CVS CVS HEALTH CORP3.3K shares0.00%2025-12-312026-02-09history
VOT VANGUARD INDEX FDS923 shares3.59%2025-12-312026-02-09history
SPGI S&P GLOBAL INC489 shares0.00%2025-12-312026-02-09history
SPYX SPDR SERIES TRUST4.5K shares0.00%2025-12-312026-02-09history
ESML ISHARES TR5.5K shares0.99%2025-12-312026-02-09history
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DIVB ISHARES TR4.7K shares0.00%2025-12-312026-02-09history
BR BROADRIDGE FINL SOLUTIONS IN1.1K shares0.00%2025-12-312026-02-09history
XSOE WISDOMTREE TR6.3K shares13.75%2025-12-312026-02-09history
MUNI PIMCO ETF TR4.6K shares0.00%2025-12-312026-02-09history
IXN ISHARES TR2.3K shares0.00%2025-12-312026-02-09history
VTIP VANGUARD MALVERN FDS4.8K shares1.29%2025-12-312026-02-09history
HON HONEYWELL INTL INC1.2K shares1.34%2025-12-312026-02-09history
VSS VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2025-12-312026-02-09history
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BND VANGUARD BD INDEX FDS3.1K shares-0.35%2025-12-312026-02-09history
MTUM ISHARES TR922 shares2.22%2025-12-312026-02-09history
IUSV ISHARES TR2.2K shares-4.18%2025-12-312026-02-09history
WELL WELLTOWER INC1.2K shares0.00%2025-12-312026-02-09history
LQD ISHARES TR2.0K shares4.97%2025-12-312026-02-09history
MCK MCKESSON CORP274 shares0.00%2025-12-312026-02-09history
XLC SELECT SECTOR SPDR TR1.9K shares27.69%2025-12-312026-02-09history
TD TORONTO DOMINION BK ONT2.3K shares1.61%2025-12-312026-02-09history
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AZO AUTOZONE INC65 shares0.00%2025-12-312026-02-09history
COF CAPITAL ONE FINL CORP898 shares-5.27%2025-12-312026-02-09history
XLU SELECT SECTOR SPDR TR5.1K shares126.82%2025-12-312026-02-09history
VCSH VANGUARD SCOTTSDALE FDS2.7K shares13.08%2025-12-312026-02-09history
ISTB ISHARES TR4.4K shares0.41%2025-12-312026-02-09history
VONV VANGUARD SCOTTSDALE FDS2.3K shares-3.60%2025-12-312026-02-09history
JMST J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2025-12-312026-02-09history
VEU VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2025-12-312026-02-09history
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AIVL WISDOMTREE TR1.8K shares0.05%2025-12-312026-02-09history
NULV NUSHARES ETF TR4.7K shares0.00%2025-12-312026-02-09history
EMR EMERSON ELEC CO1.6K shares0.00%2025-12-312026-02-09history
FMHI FIRST TR EXCH TRADED FD III4.4K shares0.00%2025-12-312026-02-09history
NEE NEXTERA ENERGY INC2.6K shares0.00%2025-12-312026-02-09history
ECL ECOLAB INC793 shares-0.75%2025-12-312026-02-09history
LDOS LEIDOS HOLDINGS INC1.1K shares-1.47%2025-12-312026-02-09history
NVO NOVO-NORDISK A S3.9K shares-1.52%2025-12-312026-02-09history
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ELV ELEVANCE HEALTH INC FORMERLY562 shares-4.10%2025-12-312026-02-09history
BSJU INVESCO EXCH TRD SLF IDX FD7.4K shares14.96%2025-12-312026-02-09history
APH AMPHENOL CORP NEW1.4K shares0.00%2025-12-312026-02-09history
BKNG BOOKING HOLDINGS INC36 shares0.00%2025-12-312026-02-09history
PFF ISHARES TR6.2K shares-12.83%2025-12-312026-02-09history
PM PHILIP MORRIS INTL INC1.2K shares2.21%2025-12-312026-02-09history
INTC INTEL CORP5.2K shares1.97%2025-12-312026-02-09history
PWB INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2025-12-312026-02-09history
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PHM PULTE GROUP INC1.6K shares0.00%2025-12-312026-02-09history
MO ALTRIA GROUP INC3.2K shares4.00%2025-12-312026-02-09history
PWV INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2025-12-312026-02-09history
GLDM WORLD GOLD TR2.1K shares156.51%2025-12-312026-02-09history
ULST SSGA ACTIVE ETF TR4.5K shares0.00%2025-12-312026-02-09history
UPS UNITED PARCEL SERVICE INC1.8K shares87.56%2025-12-312026-02-09history
IJJ ISHARES TR1.4K shares-10.10%2025-12-312026-02-09history
XLE SELECT SECTOR SPDR TR4.0K shares117.59%2025-12-312026-02-09history
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MDY SPDR S&P MIDCAP 400 ETF TR296 shares0.00%2025-12-312026-02-09history
WDIV SPDR INDEX SHS FDS2.3K shares0.00%2025-12-312026-02-09history
BA BOEING CO811 shares14.23%2025-12-312026-02-09history
PRU PRUDENTIAL FINL INC1.6K shares0.32%2025-12-312026-02-09history
FELV FIDELITY COVINGTON TRUST5.1K shares0.00%2025-12-312026-02-09history
ALL ALLSTATE CORP838 shares0.00%2025-12-312026-02-09history
IXUS ISHARES TR2.1K shares2.96%2025-12-312026-02-09history
WFC WELLS FARGO CO NEW1.8K shares-3.82%2025-12-312026-02-09history
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BSCV INVESCO EXCH TRD SLF IDX FD10.2K shares0.00%2025-12-312026-02-09history
XYL XYLEM INC1.3K shares0.00%2025-12-312026-02-09history
BSJV INVESCO EXCH TRD SLF IDX FD6.4K shares0.00%2025-12-312026-02-09history
USMV ISHARES TR1.8K shares2.49%2025-12-312026-02-09history
MSI MOTOROLA SOLUTIONS INC442 shares0.00%2025-12-312026-02-09history
MOAT VANECK ETF TRUST1.6K shares-5.90%2025-12-312026-02-09history
HWM HOWMET AEROSPACE INC819 shares0.00%2025-12-312026-02-09history
AEP AMERICAN ELEC PWR CO INC1.4K shares6.73%2025-12-312026-02-09history
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VPL VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2025-12-312026-02-09history
IWV ISHARES TR425 shares-2.97%2025-12-312026-02-09history
AJG GALLAGHER ARTHUR J & CO635 shares-0.94%2025-12-312026-02-09history
EW EDWARDS LIFESCIENCES CORP1.9K shares0.00%2025-12-312026-02-09history
KLAC KLA CORP134 shares0.00%2025-12-312026-02-09history
REGN REGENERON PHARMACEUTICALS210 shares-25.27%2025-12-312026-02-09history
CMCSA COMCAST CORP NEW5.4K shares-17.89%2025-12-312026-02-09history
FDLO FIDELITY COVINGTON TRUST2.4K shares0.00%2025-12-312026-02-09history
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XLY SELECT SECTOR SPDR TR1.3K shares100.00%2025-12-312026-02-09history
DEW WISDOMTREE TR2.5K shares0.00%2025-12-312026-02-09history
AGO ASSURED GUARANTY LTD1.7K shares0.00%2025-12-312026-02-09history
QDF FLEXSHARES TR1.9K shares0.00%2025-12-312026-02-09history
SCHM SCHWAB STRATEGIC TR5.1K shares3.32%2025-12-312026-02-09history
DGRW WISDOMTREE TR1.7K shares0.00%2025-12-312026-02-09history
RSPN INVESCO EXCHANGE TRADED FD T2.6K shares3.95%2025-12-312026-02-09history
ARISTA NETWORKS INC ARISTA NETWORKS INC1.1K shares2.64%2025-12-312026-02-09history
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SCHA SCHWAB STRATEGIC TR5.2K shares-1.52%2025-12-312026-02-09history
LAM RESEARCH CORP LAM RESEARCH CORP860 shares86.96%2025-12-312026-02-09history
CTVA CORTEVA INC2.1K shares-40.14%2025-12-312026-02-09history
XBI SPDR SERIES TRUST1.2K shares0.17%2025-12-312026-02-09history
TROW PRICE T ROWE GROUP INC1.4K shares0.00%2025-12-312026-02-09history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC961 shares-50.05%2025-12-312026-02-09history
HYS PIMCO ETF TR1.5K shares0.00%2025-12-312026-02-09history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP410 shares0.00%2025-12-312026-02-09history
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LINDE PLC LINDE PLC323 shares-7.71%2025-12-312026-02-09history
CARR CARRIER GLOBAL CORPORATION2.6K shares0.00%2025-12-312026-02-09history
FXF INVESCO CURRENCYSHARES SWISS1.2K shares0.00%2025-12-312026-02-09history
SCHB SCHWAB STRATEGIC TR5.1K shares703.63%2025-12-312026-02-09history
USPX FRANKLIN TEMPLETON ETF TR2.2K shares-1.20%2025-12-312026-02-09history
BWFG BANKWELL FINL GROUP INC2.9K shares0.00%2025-12-312026-02-09history
GS GOLDMAN SACHS GROUP INC151 shares-3.21%2025-12-312026-02-09history
VRTX VERTEX PHARMACEUTICALS INC290 shares0.00%2025-12-312026-02-09history
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GFL GFL ENVIRONMENTAL INC3.0K shares0.00%2025-12-312026-02-09history
APD AIR PRODS & CHEMS INC524 shares-1.69%2025-12-312026-02-09history
SPIB SPDR SERIES TRUST3.8K shares6.05%2025-12-312026-02-09history
IWX ISHARES TR1.4K shares0.00%2025-12-312026-02-09history
PPL PPL CORP3.6K shares0.00%2025-12-312026-02-09history
VHT VANGUARD WORLD FD431 shares2.38%2025-12-312026-02-09history
LVHI LEGG MASON ETF INVT3.4K shares0.00%2025-12-312026-02-09history
STERIS PLC STERIS PLC485 shares0.00%2025-12-312026-02-09history
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BKR BAKER HUGHES COMPANY2.7K shares0.00%2025-12-312026-02-09history
ZTS ZOETIS INC961 shares0.31%2025-12-312026-02-09history
QQQM INVESCO EXCH TRADED FD TR II478 shares2.58%2025-12-312026-02-09history
IYH ISHARES TR1.9K shares0.32%2025-12-312026-02-09history
DFNL DAVIS FUNDAMENTAL ETF TR2.5K shares0.00%2025-12-312026-02-09history
TMFG RBB FD INC4.0K shares0.00%2025-12-312026-02-09history
CGXU CAPITAL GROUP INTL FOCUS EQT4.0K shares0.00%2025-12-312026-02-09history
BKEM BNY MELLON ETF TRUST1.6K shares0.00%2025-12-312026-02-09history
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KRE SPDR SERIES TRUST1.8K shares-5.22%2025-12-312026-02-09history
TIP ISHARES TR1.1K shares0.00%2025-12-312026-02-09history
EUSB ISHARES TR2.6K shares0.00%2025-12-312026-02-09history
FXE INVESCO CURRENCYSHARES EURO1.1K shares0.00%2025-12-312026-02-09history
ODFL OLD DOMINION FREIGHT LINE IN728 shares0.00%2025-12-312026-02-09history
DE DEERE & CO242 shares0.00%2025-12-312026-02-09history
BIV VANGUARD BD INDEX FDS1.4K shares18.62%2025-12-312026-02-09history
XLG INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-12-312026-02-09history
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AMAT APPLIED MATLS INC436 shares29.76%2025-12-312026-02-09history
CEW WISDOMTREE TR5.8K shares-1.64%2025-12-312026-02-09history
CSX CSX CORP3.0K shares8.17%2025-12-312026-02-09history
IUSB ISHARES TR2.3K shares73.78%2025-12-312026-02-09history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T561 shares-13.43%2025-12-312026-02-09history
BP BP PLC3.1K shares1.65%2025-12-312026-02-09history
VTC VANGUARD SCOTTSDALE FDS1.4K shares-65.85%2025-12-312026-02-09history
ROST ROSS STORES INC590 shares-11.54%2025-12-312026-02-09history
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FAST FASTENAL CO2.6K shares0.00%2025-12-312026-02-09history
USB US BANCORP DEL2.0K shares5.84%2025-12-312026-02-09history
MU MICRON TECHNOLOGY INC365 shares101.66%2025-12-312026-02-09history
LVHD LEGG MASON ETF INVT2.6K shares0.00%2025-12-312026-02-09history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW876 shares5.93%2025-12-312026-02-09history
RSPM INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2025-12-312026-02-09history
GEHC GE HEALTHCARE TECHNOLOGIES I1.2K shares0.00%2025-12-312026-02-09history
OC OWENS CORNING NEW908 shares0.00%2025-12-312026-02-09history
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RDVY FIRST TR EXCHANGE TRADED FD1.5K shares70.61%2025-12-312026-02-09history
SPAB SPDR SERIES TRUST3.9K shares0.00%2025-12-312026-02-09history
USHY ISHARES TR2.7K shares2.03%2025-12-312026-02-09history
TXN TEXAS INSTRS INC573 shares0.00%2025-12-312026-02-09history
SNV SYNOVUS FINL CORP2.0K shares0.00%2025-12-312026-02-09history
F FORD MTR CO7.5K shares2.75%2025-12-312026-02-09history
OKE ONEOK INC NEW1.3K shares0.00%2025-12-312026-02-09history
ISCB ISHARES TR1.5K shares30.30%2025-12-312026-02-09history
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HPE HEWLETT PACKARD ENTERPRISE C4.0K shares-1.68%2025-12-312026-02-09history
GM GENERAL MTRS CO1.2K shares-6.64%2025-12-312026-02-09history
ARTNA ARTESIAN RES CORP3.0K shares0.00%2025-12-312026-02-09history
VFH VANGUARD WORLD FD715 shares4.69%2025-12-312026-02-09history
ESGU ISHARES TR632 shares10.68%2025-12-312026-02-09history
MNST MONSTER BEVERAGE CORP NEW1.2K shares0.00%2025-12-312026-02-09history
GUNR FLEXSHARES TR2.0K shares-1.02%2025-12-312026-02-09history
TMFM RBB FD INC4.0K shares0.00%2025-12-312026-02-09history
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BSX BOSTON SCIENTIFIC CORP960 shares0.00%2025-12-312026-02-09history
FRPT FRESHPET INC1.5K sharesnew addition2025-12-312026-02-09history
DVY ISHARES TR647 shares0.00%2025-12-312026-02-09history
IEUR ISHARES TR1.3K shares0.00%2025-12-312026-02-09history
AXON AXON ENTERPRISE INC159 shares0.00%2025-12-312026-02-09history
BNDX VANGUARD CHARLOTTE FDS1.9K shares642.80%2025-12-312026-02-09history
XLK SELECT SECTOR SPDR TR622 shares26.68%2025-12-312026-02-09history
VGK VANGUARD INTL EQUITY INDEX F1.1K shares0.09%2025-12-312026-02-09history
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ESGD ISHARES TR937 shares4.34%2025-12-312026-02-09history
SNEX STONEX GROUP INC935 shares608.33%2025-12-312026-02-09history
CIBR FIRST TR EXCHANGE TRADED FD1.2K shares216.07%2025-12-312026-02-09history
AKAM AKAMAI TECHNOLOGIES INC1.0K shares0.00%2025-12-312026-02-09history
SYY SYSCO CORP1.2K shares0.00%2025-12-312026-02-09history
BE BLOOM ENERGY CORP1.0K shares0.00%2025-12-312026-02-09history
LIT GLOBAL X FDS1.3K shares326.38%2025-12-312026-02-09history
VRSK VERISK ANALYTICS INC378 shares-15.81%2025-12-312026-02-09history
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WM WASTE MGMT INC DEL380 shares0.00%2025-12-312026-02-09history
MBND SSGA ACTIVE TR3.0K shares-24.42%2025-12-312026-02-09history
AXSM AXSOME THERAPEUTICS INC450 shares0.00%2025-12-312026-02-09history
BBIN J P MORGAN EXCHANGE TRADED F1.1K shares8.33%2025-12-312026-02-09history
XLB SELECT SECTOR SPDR TR1.8K shares100.00%2025-12-312026-02-09history
DTCR GLOBAL X FDS3.9K shares381.75%2025-12-312026-02-09history
SHW SHERWIN WILLIAMS CO249 shares0.00%2025-12-312026-02-09history
LNG CHENIERE ENERGY INC415 shares-3.49%2025-12-312026-02-09history
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EMF TEMPLETON EMERGING MKTS FD4.7K shares0.00%2025-12-312026-02-09history
HYXF ISHARES TR1.7K shares0.00%2025-12-312026-02-09history
TBLU TORTOISE CAPITAL SERIES TRUS1.6K shares0.00%2025-12-312026-02-09history
PAYC PAYCOM SOFTWARE INC500 shares0.00%2025-12-312026-02-09history
ENB ENBRIDGE INC1.6K shares-0.78%2025-12-312026-02-09history
VONG VANGUARD SCOTTSDALE FDS640 shares0.00%2025-12-312026-02-09history
VVV VALVOLINE INC2.7K shares0.00%2025-12-312026-02-09history
HP INC HP INC3.5K shares0.00%2025-12-312026-02-09history
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SCHP SCHWAB STRATEGIC TR2.9K shares0.00%2025-12-312026-02-09history
ITA ISHARES TR360 shares0.00%2025-12-312026-02-09history
TMUS T-MOBILE US INC378 shares0.00%2025-12-312026-02-09history
FIS FIDELITY NATL INFORMATION SV1.1K shares-3.85%2025-12-312026-02-09history
SKYY FIRST TR EXCHANGE TRADED FD581 shares498.97%2025-12-312026-02-09history
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC888 shares29.26%2025-12-312026-02-09history
FYC FIRST TR EXCHANGE-TRADED ALP785 shares0.00%2025-12-312026-02-09history
KGC KINROSS GOLD CORP2.7K shares0.00%2025-12-312026-02-09history
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VAW VANGUARD WORLD FD361 shares0.00%2025-12-312026-02-09history
BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD1.4K shares-6.01%2025-12-312026-02-09history
VOYA VOYA FINANCIAL INC999 shares0.00%2025-12-312026-02-09history
PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP5.5K shares0.00%2025-12-312026-02-09history
EXPD EXPEDITORS INTL WASH INC493 shares0.00%2025-12-312026-02-09history
CHRW C H ROBINSON WORLDWIDE INC454 shares0.00%2025-12-312026-02-09history
VOX VANGUARD WORLD FD376 shares8.05%2025-12-312026-02-09history
ADI ANALOG DEVICES INC266 shares0.00%2025-12-312026-02-09history
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BIIB BIOGEN INC406 shares0.00%2025-12-312026-02-09history
VTRS VIATRIS INC5.7K shares0.21%2025-12-312026-02-09history
UBSI UNITED BANKSHARES INC WEST V1.8K shares0.00%2025-12-312026-02-09history
DELL DELL TECHNOLOGIES INC557 shares0.00%2025-12-312026-02-09history
EPD ENTERPRISE PRODS PARTNERS L2.2K shares0.00%2025-12-312026-02-09history
KMB KIMBERLY-CLARK CORP691 shares-6.75%2025-12-312026-02-09history
HDV ISHARES TR573 shares0.00%2025-12-312026-02-09history
LEN LENNAR CORP658 shares0.00%2025-12-312026-02-09history
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IWY ISHARES TR244 shares0.00%2025-12-312026-02-09history
OMF ONEMAIN HLDGS INC1.0K shares0.00%2025-12-312026-02-09history
PBF PBF ENERGY INC2.5K shares-74.27%2025-12-312026-02-09history
PSX PHILLIPS 66517 shares0.58%2025-12-312026-02-09history
SDOG ALPS ETF TR1.1K shares0.00%2025-12-312026-02-09history
PCAR PACCAR INC606 shares-11.40%2025-12-312026-02-09history
ARES ARES MANAGEMENT CORPORATION407 shares0.00%2025-12-312026-02-09history
SOXX ISHARES TR217 sharesnew addition2025-12-312026-02-09history
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ADBE ADOBE INC185 shares0.00%2025-12-312026-02-09history
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WPC WP CAREY INC984 shares0.00%2025-12-312026-02-09history
VTWO VANGUARD SCOTTSDALE FDS634 shares0.00%2025-12-312026-02-09history
CF CF INDS HLDGS INC805 shares0.00%2025-12-312026-02-09history
BKIE BNY MELLON ETF TRUST657 shares0.61%2025-12-312026-02-09history
LRGF ISHARES TR860 sharesnew addition2025-12-312026-02-09history
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STZ CONSTELLATION BRANDS INC432 shares0.00%2025-12-312026-02-09history
ITW ILLINOIS TOOL WKS INC241 shares0.00%2025-12-312026-02-09history
BSV VANGUARD BD INDEX FDS753 shares122.78%2025-12-312026-02-09history
MEDTRONIC PLC MEDTRONIC PLC617 shares-10.19%2025-12-312026-02-09history
AEM AGNICO EAGLE MINES LTD348 shares2.96%2025-12-312026-02-09history
INDA ISHARES TR1.1K shares11.25%2025-12-312026-02-09history
ADM ARCHER DANIELS MIDLAND CO1.0K shares-16.53%2025-12-312026-02-09history
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SOLV SOLVENTUM CORP728 shares0.00%2025-12-312026-02-09history
VDE VANGUARD WORLD FD457 shares-0.22%2025-12-312026-02-09history
WBD WARNER BROS DISCOVERY INC2.0K shares0.40%2025-12-312026-02-09history
XMMO INVESCO EXCHANGE TRADED FD T410 sharesnew addition2025-12-312026-02-09history
NOBL PROSHARES TR539 shares0.00%2025-12-312026-02-09history
RCL ROYAL CARIBBEAN GROUP200 shares0.00%2025-12-312026-02-09history
SAP SAP SE229 shares0.00%2025-12-312026-02-09history
VXF VANGUARD INDEX FDS265 shares0.00%2025-12-312026-02-09history
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INTU INTUIT82 shares-3.53%2025-12-312026-02-09history
VLO VALERO ENERGY CORP333 shares-2.63%2025-12-312026-02-09history
EG EVEREST GROUP LTD159 shares0.00%2025-12-312026-02-09history
DHR DANAHER CORPORATION235 shares0.00%2025-12-312026-02-09history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available