Key Financial Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Key Financial Inc held in its portfolio 500 assets valued at $547,932,193 (i.e. $547.93M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($63.25M), APPLE INC ($26.41M), and WISDOMTREE TR ($21.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Key Financial Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1090790 | 63247472 | STATE STREET SPD |
| APPLE INC | 97145 | 26409932 | COM |
| WISDOMTREE TR | 320216 | 21086224 | TRUE DEVELOPED I |
| WISDOMTREE TR | 452211 | 18640153 | GLOBAL EX US QUA |
| ISHARES TR | 705441 | 16242780 | US TREAS BD ETF |
| WISDOMTREE TR | 284006 | 16168433 | US SMALLCAP FUND |
| FIRST TR EXCHNG TRADED FD VI | 411757 | 14106795 | FT VEST LADDERED |
| MICROSOFT CORP | 27711 | 13401594 | COM |
| FIRST TR EXCHANGE TRADED FD | 247020 | 9908170 | INTL DEV STRNGTH |
| ISHARES TR | 79902 | 9102436 | EAFE GRWTH ETF |
| WISDOMTREE TR | 94629 | 8334952 | US LARGECAP DIVD |
| FIRST TR EXCH TRADED FD III | 398873 | 7734147 | INSTL PFD SECS |
| J P MORGAN EXCHANGE TRADED F | 100095 | 7340767 | INTERNL GWT |
| INVESCO EXCH TRD SLF IDX FD | 308789 | 7307553 | BULSHS 2027 MUNI |
| BROADCOM INC | 20237 | 7004026 | COM |
| JPMORGAN CHASE & CO. | 21595 | 6958341 | COM |
| NVIDIA CORPORATION | 34808 | 6491692 | COM |
| AMAZON COM INC | 25236 | 5824974 | COM |
| EXXON MOBIL CORP | 47877 | 5761569 | COM |
| WISDOMTREE TR | 161793 | 5411990 | US SMALLCAP DIVD |
| ALPHABET INC | 16907 | 5291891 | CAP STK CL A |
| ISHARES TR | 10416 | 4929893 | RUS 1000 GRW ETF |
| JOHNSON & JOHNSON | 23805 | 4926432 | COM |
| INVESCO EXCH TRD SLF IDX FD | 207875 | 4885062 | BULSHS 2028 MUNI |
| SPDR INDEX SHS FDS | 94015 | 4400842 | PORTFOLIO EMG MK |
| WISDOMTREE TR | 60293 | 4145747 | INTL EQUITY FD |
| ABBVIE INC | 16020 | 3660367 | COM |
| PALANTIR TECHNOLOGIES INC | 19700 | 3501675 | CL A |
| ISHARES TR | 45878 | 3276148 | EAFE VALUE ETF |
| ISHARES TR | 25536 | 3147567 | S&P 500 GRWT ETF |
| INVESCO EXCH TRD SLF IDX FD | 126228 | 2984661 | BULSHS 2026 MUNI |
| AMERICAN CENTY ETF TR | 25062 | 2870100 | US QUALITY GROW |
| THE CIGNA GROUP | 10366 | 2853048 | COM |
| INVESCO EXCH TRD SLF IDX FD | 120472 | 2788927 | BULSHS 2029 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 126590 | 2788145 | INVSC 30 MUNI BD |
| PROSHARES TR | 66800 | 2784892 | MSCI EAFE DIVD |
| ORACLE CORP | 14141 | 2756222 | COM |
| AUTOMATIC DATA PROCESSING IN | 10523 | 2706831 | COM |
| MERCK & CO INC | 25169 | 2649335 | COM |
| ISHARES TR | 3868 | 2649218 | CORE S&P500 ETF |
| INVESCO EXCH TRD SLF IDX FD | 135249 | 2647499 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 124289 | 2626848 | BULLETSHS 31 MUN |
| VANGUARD INDEX FDS | 5333 | 2601906 | GROWTH ETF |
| PROCTER AND GAMBLE CO | 17345 | 2485695 | COM |
| MCDONALDS CORP | 8017 | 2450236 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4746 | 2385577 | CL B NEW |
| ABBOTT LABS | 18799 | 2355356 | COM |
| ALPHABET INC | 7489 | 2350048 | CAP STK CL C |
| S & T BANCORP INC | 57650 | 2268528 | COM |
| VANGUARD INDEX FDS | 3221 | 2019986 | S&P 500 ETF SHS |
| INVESCO EXCH TRD SLF IDX FD | 99389 | 1961939 | BULSHS 2027 CB |
| ISHARES TR | 33362 | 1850257 | MRGSTR SM CP GR |
| VANGUARD INDEX FDS | 9605 | 1834442 | VALUE ETF |
| TESLA INC | 3658 | 1645076 | COM |
| ISHARES TR | 7662 | 1611625 | RUS 1000 VAL ETF |
| COCA COLA CO | 22510 | 1573675 | COM |
| BLACKSTONE INC | 10013 | 1543362 | COM |
| PFIZER INC | 61028 | 1519601 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| CATERPILLAR INC | 2618 | 1499774 | COM |
| VANGUARD INDEX FDS | 4679 | 1472949 | LARGE CAP ETF |
| INVESCO EXCH TRD SLF IDX FD | 71420 | 1471252 | INVSCO BLSH 28 |
| VANGUARD WORLD FD | 1939 | 1461579 | INF TECH ETF |
| CHEVRON CORP NEW | 9430 | 1437226 | COM |
| INTERDIGITAL INC | 4507 | 1434939 | COM |
| INVESCO QQQ TR | 2330 | 1431172 | UNIT SER 1 |
| CISCO SYS INC | 18568 | 1430290 | COM |
| VANGUARD INDEX FDS | 4251 | 1425233 | TOTAL STK MKT |
| SPDR S&P 500 ETF TR | 2083 | 1420336 | TR UNIT |
| VANGUARD TAX-MANAGED FDS | 22567 | 1409744 | VAN FTSE DEV MKT |
| CONSTELLATION ENERGY CORP | 3985 | 1407781 | COM |
| PEPSICO INC | 9632 | 1382385 | COM |
| ISHARES TR | 3670 | 1370525 | RUS 1000 ETF |
| INVESCO EXCH TRD SLF IDX FD | 58568 | 1366977 | INVSCO BLSH 26 |
| MOODYS CORP | 2566 | 1310841 | COM |
| VERIZON COMMUNICATIONS INC | 31399 | 1278866 | COM |
| WISDOMTREE TR | 14732 | 1250468 | US TOTAL DIVIDND |
| VANGUARD WHITEHALL FDS | 8710 | 1250059 | HIGH DIV YLD |
| TJX COS INC NEW | 8061 | 1238250 | COM |
| GE AEROSPACE | 3989 | 1228732 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 16326 | 1225266 | S&P500 QUALITY |
| SALESFORCE INC | 4548 | 1204811 | COM |
| FIDELITY COVINGTON TRUST | 28892 | 1169196 | ENHANCED LARGE |
| ISHARES TR | 11820 | 1164275 | CONV BD ETF |
| INVESCO EXCH TRD SLF IDX FD | 57403 | 1081186 | BULETSHS 2029 |
| SPDR INDEX SHS FDS | 24348 | 1069737 | S&P INTL ETF |
| INVESCO EXCH TRD SLF IDX FD | 40900 | 1062878 | INVESCO BULLETSH |
| ISHARES TR | 4289 | 1055780 | RUSSELL 2000 ETF |
| MERIDIAN CORPORATION | 59366 | 1043654 | COM |
| BANK AMERICA CORP | 18861 | 1037328 | COM |
| NORFOLK SOUTHN CORP | 3583 | 1034484 | COM |
| ISHARES TR | 7505 | 1027735 | RUS MD CP GR ETF |
| SPDR INDEX SHS FDS | 23137 | 1027514 | PORTFOLIO DEVLPD |
| RTX CORPORATION | 5592 | 1025573 | COM |
| HOME DEPOT INC | 2940 | 1011571 | COM |
| UNITEDHEALTH GROUP INC | 3057 | 1009146 | COM |
| INVESCO EXCH TRADED FD TR II | 15129 | 991630 | RAFI DVLPD MRKTS |
| ISHARES TR | 6916 | 976263 | S&P SML 600 GWT |
| VISA INC | 2776 | 973571 | COM CL A |
| INVESCO EXCH TRD SLF IDX FD | 38708 | 971958 | BULLETSHS 32 MUN |
| INTERNATIONAL BUSINESS MACHS | 3088 | 914696 | COM |
| ESSENTIAL UTILS INC | 23802 | 913046 | COM |
| VANGUARD INDEX FDS | 2980 | 900288 | SML CP GRW ETF |
| META PLATFORMS INC | 1335 | 881220 | CL A |
| MARATHON PETE CORP | 5378 | 874624 | COM |
| ISHARES TR | 9207 | 868773 | MORNINGSTAR VALU |
| FULTON FINL CORP PA | 44833 | 866622 | COM |
| MASTERCARD INCORPORATED | 1477 | 843190 | CL A |
| PACER FDS TR | 21625 | 836455 | DEVELOPED MRKT |
| ELI LILLY & CO | 773 | 830728 | COM |
| INVESCO EXCH TRD SLF IDX FD | 48780 | 825358 | INVSCO 30 CORP |
| INVESCO EXCH TRADED FD TR II | 7135 | 816958 | S&P 500 REVENUE |
| LOCKHEED MARTIN CORP | 1674 | 809664 | COM |
| DIMENSIONAL ETF TRUST | 17351 | 808383 | US MKTWIDE VALUE |
| ISHARES TR | 7740 | 805270 | MORNINGSTAR GRWT |
| ISHARES INC | 11848 | 796386 | CORE MSCI EMKT |
| HERSHEY CO | 4362 | 793797 | COM |
| AT&T INC | 31629 | 785664 | COM |
| COMPANHIA DE SANEAMENTO BASI | 32773 | 781636 | SPONSORED ADR |
| SSGA ACTIVE ETF TR | 15579 | 770382 | STATE STREET GLO |
| ISHARES TR | 6360 | 764378 | CORE S&P SCP ETF |
| INVESCO EXCH TRD SLF IDX FD | 33774 | 763786 | BULETSHS 2027 |
| ISHARES TR | 11273 | 744035 | CORE S&P MCP ETF |
| ISHARES TR | 10749 | 736306 | MRNING SM CP ETF |
| PROSHARES TR | 8739 | 735999 | S&P MDCP 400 DIV |
| J P MORGAN EXCHANGE TRADED F | 14539 | 735528 | ULTRA SHRT ETF |
| DISNEY WALT CO | 6371 | 724776 | COM |
| MONDELEZ INTL INC | 13445 | 723763 | CL A |
| ISHARES TR | 3344 | 709162 | S&P 500 VAL ETF |
| SCHWAB STRATEGIC TR | 25340 | 695076 | US DIVIDEND EQ |
| ISHARES TR | 7596 | 679560 | CORE MSCI EAFE |
| VANGUARD INTL EQUITY INDEX F | 12576 | 676083 | FTSE EMR MKT ETF |
| ACCENTURE PLC IRELAND | 2486 | 666994 | SHS CLASS A |
| TOLL BROTHERS INC | 4873 | 658927 | COM |
| VANGUARD INDEX FDS | 3704 | 656978 | MCAP VL IDXVIP |
| GE VERNOVA INC | 978 | 639191 | COM |
| SELECT SECTOR SPDR TR | 11469 | 628164 | STATE STREET FIN |
| SONY GROUP CORP | 24265 | 621184 | SPONSORED ADR |
| COSTCO WHSL CORP NEW | 719 | 620022 | COM |
| DOMINION ENERGY INC | 10580 | 619882 | COM |
| ASTRAZENECA PLC | 6555 | 602639 | SPONSORED ADR |
| QUALCOMM INC | 3504 | 599359 | COM |
| INVESCO EXCH TRD SLF IDX FD | 23550 | 598994 | BULTSHS 2035 MUN |
| INVESCO EXCH TRD SLF IDX FD | 24360 | 598798 | BULLETSHARE 2034 |
| FISERV INC | 8759 | 588342 | COM |
| BLACKROCK INC | 542 | 580124 | COM |
| ISHARES TR | 5979 | 579246 | S&P MC 400GR ETF |
| MARRIOTT INTL INC NEW | 1822 | 565257 | CL A |
| WALMART INC | 4997 | 556716 | COM |
| ISHARES TR | 3062 | 554865 | RUS 2000 VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 9601 | 549561 | EQUITY PREMIUM |
| YUM BRANDS INC | 3607 | 545667 | COM |
| MORGAN STANLEY | 3040 | 539731 | COM NEW |
| CORNING INC | 6153 | 538757 | COM |
| INVESCO EXCH TRADED FD TR II | 10934 | 532704 | S&P SMALLCAP 600 |
| GILEAD SCIENCES INC | 4258 | 522627 | COM |
| INVESCO EXCH TRD SLF IDX FD | 23665 | 520630 | INVSCO 28 HYCORP |
| VANGUARD SCOTTSDALE FDS | 6195 | 518831 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 21271 | 511365 | INTL EQTY ETF |
| ISHARES TR | 4484 | 509920 | SP SMCP600VL ETF |
| VANGUARD INDEX FDS | 1965 | 506860 | SMALL CP ETF |
| VANGUARD SPECIALIZED FUNDS | 2271 | 499120 | DIV APP ETF |
| ISHARES TR | 2420 | 480660 | MSCI USA QLT FCT |
| 3M CO | 3002 | 480624 | COM |
| DIREXION SHS ETF TR | 4649 | 475639 | NAS100 EQL WGT |
| ISHARES TR | 4927 | 473140 | MSCI EAFE ETF |
| CITIGROUP INC | 3972 | 463493 | COM NEW |
| CONSOLIDATED EDISON INC | 4658 | 462598 | COM |
| AMERICAN EXPRESS CO | 1247 | 461328 | COM |
| PACER FDS TR | 10317 | 457765 | US SMALL CAP CAS |
| WISDOMTREE TR | 10837 | 449519 | INTL QULTY DIV |
| ISHARES TR | 8206 | 448950 | MSCI EMG MKT ETF |
| ISHARES TR | 1389 | 448661 | RUS 2000 GRW ETF |
| UNITED RENTALS INC | 553 | 447554 | COM |
| BNY MELLON ETF TRUST | 4057 | 441949 | US MDCP CORE EQT |
| JANUS DETROIT STR TR | 8719 | 441007 | HENDRSON AAA CL |
| ADVANCED MICRO DEVICES INC | 2053 | 439670 | COM |
| THERMO FISHER SCIENTIFIC INC | 755 | 437485 | COM |
| WISDOMTREE TR | 9349 | 436705 | EMER MKT HIGH FD |
| PINNACLE WEST CAP CORP | 4900 | 434630 | COM |
| SPDR INDEX SHS FDS | 10585 | 432503 | S&P INTL SMLCP |
| AFLAC INC | 3865 | 426193 | COM |
| LOWES COS INC | 1756 | 423477 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 5221 | 419246 | COM |
| BRISTOL-MYERS SQUIBB CO | 7756 | 418359 | COM |
| UNION PAC CORP | 1783 | 412444 | COM |
| NETFLIX INC | 4380 | 410669 | COM |
| INVESCO EXCH TRD SLF IDX FD | 18995 | 408582 | BULETSHS 2029 HG |
| ISHARES TR | 2420 | 406415 | CORE S&P US GWT |
| CENCORA INC | 1135 | 383346 | COM |
| AMGEN INC | 1167 | 381971 | COM |
| ISHARES TR | 1896 | 378593 | U.S. TECH ETF |
| ISHARES TR | 5427 | 376742 | CORE DIV GRWTH |
| WISDOMTREE TR | 7254 | 374330 | US MIDCAP DIVID |
| VANGUARD WORLD FD | 1229 | 366709 | INDUSTRIAL ETF |
| SPDR INDEX SHS FDS | 7214 | 364062 | MSCI EAFE FS ETF |
| THOMSON REUTERS CORP | 2753 | 363819 | COM |
| VANGUARD WORLD FD | 913 | 359649 | CONSUM DIS ETF |
| SPDR GOLD TR | 905 | 358661 | GOLD SHS |
| NOVARTIS AG | 2592 | 357359 | SPONSORED ADR |
| SPDR INDEX SHS FDS | 9815 | 352555 | MSCI ACWI EXUS |
| GENERAL MLS INC | 7577 | 352330 | COM |
| VANGUARD STAR FDS | 4638 | 349891 | VG TL INTL STK F |
| SPDR INDEX SHS FDS | 4527 | 347266 | PORTFLI MSCI GBL |
| CANADIAN PACIFIC KANSAS CITY | 4679 | 344968 | COM |
| CROWDSTRIKE HLDGS INC | 732 | 343132 | CL A |
| JANUS DETROIT STR TR | 4658 | 342662 | HENDERSN CAP ETF |
| FIRST TR EXCHANGE TRADED FD | 3519 | 340780 | NASD TECH DIV |
| EATON CORP PLC | 1068 | 340169 | SHS |
| ROCKWELL AUTOMATION INC | 866 | 336935 | COM |
| EXELON CORP | 7676 | 334599 | COM |
| SELECT SECTOR SPDR TR | 2139 | 331103 | STATE STREET HEA |
| FIDELITY COMWLTH TR | 3593 | 328400 | NASDAQ COMPSIT |
| VANGUARD INDEX FDS | 3643 | 322358 | REAL ESTATE ETF |
| ISHARES TR | 3188 | 318462 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 1095 | 317926 | MID CAP ETF |
| VANGUARD WORLD FD | 753 | 310816 | MEGA GRWTH IND |
| TRAVELERS COMPANIES INC | 1071 | 310654 | COM |
| AMERICAN TOWER CORP NEW | 1769 | 310583 | COM |
| PAYCHEX INC | 2768 | 310514 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1005 | 305409 | SPONSORED ADS |
| LABCORP HOLDINGS INC | 1184 | 297042 | COM SHS |
| STATE STR CORP | 2274 | 293369 | COM |
| ISHARES TR | 1913 | 284444 | CORE S&P TTL STK |
| F5 INC | 1101 | 281041 | COM |
| ISHARES TR | 1974 | 278433 | RUS MDCP VAL ETF |
| STRYKER CORPORATION | 791 | 278013 | COM |
| STARBUCKS CORP | 3285 | 276630 | COM |
| WISDOMTREE TR | 9459 | 275635 | ARTIFICIAL INTEL |
| PNC FINL SVCS GROUP INC | 1315 | 274527 | COM |
| L3HARRIS TECHNOLOGIES INC | 929 | 272727 | COM |
| SPDR DOW JONES INDL AVERAGE | 567 | 272483 | UT SER 1 |
| ISHARES TR | 3504 | 271665 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 4521 | 269180 | US TARGETED VLU |
| J P MORGAN EXCHANGE TRADED F | 4009 | 266318 | HEDGED EQUITY LA |
| ISHARES TR | 5828 | 264883 | MSCI INTL QUALTY |
| VANGUARD INDEX FDS | 1233 | 261137 | SM CP VAL ETF |
| CVS HEALTH CORP | 3286 | 260777 | COM |
| VANGUARD INDEX FDS | 923 | 257646 | MCAP GR IDXVIP |
| S&P GLOBAL INC | 489 | 255547 | COM |
| ISHARES TR | 5520 | 253810 | ESG AWARE MSCI |
| ISHARES TR | 4693 | 249433 | CORE DIVID ETF |
| BROADRIDGE FINL SOLUTIONS IN | 1117 | 249281 | COM |
| WISDOMTREE TR | 6329 | 246958 | EM EX ST-OWNED |
| PIMCO ETF TR | 4579 | 239985 | INTER MUN BD ACT |
| ISHARES TR | 2272 | 238560 | GLOBAL TECH ETF |
| VANGUARD MALVERN FDS | 4797 | 237273 | STRM INFPROIDX |
| HONEYWELL INTL INC | 1211 | 236254 | COM |
| VANGUARD INTL EQUITY INDEX F | 1640 | 235069 | FTSE SMCAP ETF |
| VANGUARD BD INDEX FDS | 3149 | 233261 | TOTAL BND MRKT |
| ISHARES TR | 922 | 230786 | MSCI USA MMENTM |
| ISHARES TR | 2244 | 230100 | CORE S&P US VLU |
| WELLTOWER INC | 1231 | 228486 | COM |
| ISHARES TR | 2049 | 225779 | IBOXX INV CP ETF |
| MCKESSON CORP | 274 | 224759 | COM |
| SELECT SECTOR SPDR TR | 1909 | 224727 | STATE STREET COM |
| TORONTO DOMINION BK ONT | 2341 | 220522 | COM NEW |
| AUTOZONE INC | 65 | 220448 | COM |
| CAPITAL ONE FINL CORP | 898 | 217639 | COM |
| SELECT SECTOR SPDR TR | 5074 | 216609 | STATE STREET UTI |
| VANGUARD SCOTTSDALE FDS | 2715 | 216467 | SHRT TRM CORP BD |
| ISHARES TR | 4369 | 212989 | CORE 1 5 YR USD |
| VANGUARD SCOTTSDALE FDS | 2303 | 212567 | VNG RUS1000VAL |
| J P MORGAN EXCHANGE TRADED F | 4167 | 212267 | ULTRA SHT MUNCPL |
| VANGUARD INTL EQUITY INDEX F | 2883 | 212073 | ALLWRLD EX US |
| WISDOMTREE TR | 1838 | 211294 | US AI ENHANCED |
| NUSHARES ETF TR | 4681 | 210879 | NUVEEN ESG LRGVL |
| EMERSON ELEC CO | 1588 | 210759 | COM |
| FIRST TR EXCH TRADED FD III | 4375 | 209713 | MUNI HI INCM ETF |
| NEXTERA ENERGY INC | 2611 | 209611 | COM |
| ECOLAB INC | 793 | 208178 | COM |
| LEIDOS HOLDINGS INC | 1143 | 206197 | COM |
| NOVO-NORDISK A S | 3876 | 197211 | ADR |
| ELEVANCE HEALTH INC FORMERLY | 562 | 197009 | COM |
| INVESCO EXCH TRD SLF IDX FD | 7415 | 193569 | BULLETSHS 2030 |
| AMPHENOL CORP NEW | 1427 | 192845 | CL A |
| BOOKING HOLDINGS INC | 36 | 192792 | COM |
| ISHARES TR | 6225 | 192723 | PFD AND INCM SEC |
| PHILIP MORRIS INTL INC | 1200 | 192480 | COM |
| INTEL CORP | 5166 | 190630 | COM |
| INVESCO EXCHANGE TRADED FD T | 1485 | 188758 | LARGE CAP GROWTH |
| PULTE GROUP INC | 1604 | 188085 | COM |
| SELECT SECTOR SPDR TR | 1708 | 187595 | STATE STREET CON |
| ALTRIA GROUP INC | 3223 | 185838 | COM |
| INVESCO EXCHANGE TRADED FD T | 2785 | 185258 | LARGE CAP VALUE |
| WORLD GOLD TR | 2147 | 183289 | SPDR GLD MINIS |
| SSGA ACTIVE ETF TR | 4500 | 182272 | STATE STREET ULT |
| UNITED PARCEL SERVICE INC | 1825 | 181022 | CL B |
| ISHARES TR | 1370 | 180278 | S&P MC 400VL ETF |
| SELECT SECTOR SPDR TR | 4008 | 179198 | STATE STREET ENE |
| SPDR S&P MIDCAP 400 ETF TR | 296 | 178571 | UTSER1 S&PDCRP |
| SPDR INDEX SHS FDS | 2335 | 176167 | S&P GLBDIV ETF |
| BOEING CO | 811 | 176084 | COM |
| PRUDENTIAL FINL INC | 1553 | 175302 | COM |
| ALLSTATE CORP | 838 | 174430 | COM |
| ISHARES TR | 2053 | 173766 | CORE MSCI TOTAL |
| WELLS FARGO CO NEW | 1840 | 171488 | COM |
| INVESCO EXCH TRD SLF IDX FD | 10249 | 171107 | BULETSHS 2031 CP |
| XYLEM INC | 1256 | 171042 | COM |
| ISHARES TR | 1809 | 170329 | MSCI USA MIN VOL |
| MOTOROLA SOLUTIONS INC | 442 | 169427 | COM NEW |
| VANECK ETF TRUST | 1627 | 168492 | MRNGSTR WDE MOAT |
| HOWMET AEROSPACE INC | 819 | 167911 | COM |
| AMERICAN ELEC PWR CO INC | 1444 | 166508 | COM |
| VANGUARD INTL EQUITY INDEX F | 1830 | 165432 | FTSE PACIFIC ETF |
| ISHARES TR | 425 | 164411 | RUSSELL 3000 ETF |
| GALLAGHER ARTHUR J & CO | 635 | 164332 | COM |
| EDWARDS LIFESCIENCES CORP | 1912 | 162998 | COM |
| KLA CORP | 134 | 162821 | COM NEW |
| REGENERON PHARMACEUTICALS | 210 | 162093 | COM |
| COMCAST CORP NEW | 5421 | 162034 | CL A |
| FIDELITY COVINGTON TRUST | 2427 | 162002 | LOW VOLITY ETF |
| WISDOMTREE TR | 2509 | 154531 | GLB HIGH DIV FD |
| ASSURED GUARANTY LTD | 1715 | 154127 | COM |
| FLEXSHARES TR | 1893 | 152973 | QUALT DIVD IDX |
| SCHWAB STRATEGIC TR | 5077 | 152665 | US MID-CAP ETF |
| WISDOMTREE TR | 1706 | 152568 | US QTLY DIV GRT |
| INVESCO EXCHANGE TRADED FD T | 2630 | 148937 | S&P500 EQL IND |
| ARISTA NETWORKS INC | 1126 | 147540 | COM SHS |
| SCHWAB STRATEGIC TR | 5171 | 147270 | US SML CAP ETF |
| LAM RESEARCH CORP | 860 | 147215 | COM NEW |
| CORTEVA INC | 2127 | 142573 | COM |
| PRICE T ROWE GROUP INC | 1364 | 139646 | COM |
| APOLLO GLOBAL MGMT INC | 961 | 139108 | COM |
| PIMCO ETF TR | 1457 | 138153 | 0-5 HIGH YIELD |
| GENERAL DYNAMICS CORP | 410 | 138031 | COM |
| LINDE PLC | 323 | 137724 | SHS |
| CARRIER GLOBAL CORPORATION | 2576 | 136116 | COM |
| INVESCO CURRENCYSHARES SWISS | 1200 | 133920 | SWISS FRANC |
| SCHWAB STRATEGIC TR | 5087 | 133432 | US BRD MKT ETF |
| FRANKLIN TEMPLETON ETF TR | 2232 | 133429 | US EQUITY INDEX |
| BANKWELL FINL GROUP INC | 2900 | 132878 | COM |
| GOLDMAN SACHS GROUP INC | 151 | 132729 | COM |
| VERTEX PHARMACEUTICALS INC | 290 | 131474 | COM |
| GFL ENVIRONMENTAL INC | 3043 | 130697 | SUB VTG SHS |
| AIR PRODS & CHEMS INC | 524 | 129438 | COM |
| ISHARES TR | 1395 | 128145 | RUS TP200 VL ETF |
| PPL CORP | 3645 | 127648 | COM |
| VANGUARD WORLD FD | 431 | 124063 | HEALTH CAR ETF |
| LEGG MASON ETF INVT | 3360 | 123715 | FRANKLIN INTL LW |
| STERIS PLC | 485 | 122957 | SHS USD |
| BAKER HUGHES COMPANY | 2676 | 121865 | CL A |
| ZOETIS INC | 961 | 120921 | CL A |
| INVESCO EXCH TRADED FD TR II | 478 | 120896 | NASDAQ 100 ETF |
| ISHARES TR | 1857 | 120858 | US HLTHCARE ETF |
| DAVIS FUNDAMENTAL ETF TR | 2497 | 120680 | SELECT FINL |
| RBB FD INC | 3975 | 119887 | MOTLEY FOOL GBL |
| CAPITAL GROUP INTL FOCUS EQT | 4047 | 119589 | SHS CREATION UNI |
| BNY MELLON ETF TRUST | 1580 | 118289 | EMRG MKT EQUIT |
| ISHARES TR | 1061 | 116615 | TIPS BD ETF |
| ISHARES TR | 2650 | 116362 | ESG ADVANCED UNI |
| INVESCO CURRENCYSHARES EURO | 1060 | 114962 | EURO SHS |
| OLD DOMINION FREIGHT LINE IN | 728 | 114150 | COM |
| DEERE & CO | 242 | 112668 | COM |
| VANGUARD BD INDEX FDS | 1446 | 112614 | INTERMED TERM |
| INVESCO EXCHANGE TRADED FD T | 1892 | 112158 | S&P 500 TOP 50 |
| APPLIED MATLS INC | 436 | 112048 | COM |
| WISDOMTREE TR | 5821 | 110005 | EMERG CUR STR FD |
| CSX CORP | 2978 | 107952 | COM |
| ISHARES TR | 2313 | 107647 | CORE UNIVRSL USD |
| INVESCO EXCHANGE TRADED FD T | 561 | 107465 | S&P500 EQL WGT |
| BP PLC | 3079 | 106934 | SPONSORED ADR |
| VANGUARD SCOTTSDALE FDS | 1373 | 106600 | TOTAL CORP BND |
| ROSS STORES INC | 590 | 106283 | COM |
| FASTENAL CO | 2606 | 104579 | COM |
| US BANCORP DEL | 1958 | 104479 | COM NEW |
| MICRON TECHNOLOGY INC | 365 | 104175 | COM |
| LEGG MASON ETF INVT | 2600 | 103692 | FRANKLIN US LOW |
| DUKE ENERGY CORP NEW | 876 | 102676 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 3010 | 102570 | S&P500 EQL MAT |
| GE HEALTHCARE TECHNOLOGIES I | 1247 | 102279 | COMMON STOCK |
| OWENS CORNING NEW | 908 | 101614 | COM |
| FIRST TR EXCHANGE TRADED FD | 1457 | 101218 | RISNG DIVD ACHIV |
| ISHARES TR | 2669 | 99789 | BROAD USD HIGH |
| TEXAS INSTRS INC | 573 | 99410 | COM |
| SYNOVUS FINL CORP | 1986 | 99399 | COM NEW |
| FORD MTR CO | 7475 | 98072 | COM |
| ONEOK INC NEW | 1333 | 97976 | COM |
| ISHARES TR | 1505 | 97844 | MRGSTR SM CP ETF |
| HEWLETT PACKARD ENTERPRISE C | 4047 | 97209 | COM |
| GENERAL MTRS CO | 1195 | 97177 | COM |
| ARTESIAN RES CORP | 3025 | 95620 | CL A |
| VANGUARD WORLD FD | 715 | 95445 | FINANCIALS ETF |
| ISHARES TR | 632 | 94155 | ESG AWR MSCI USA |
| MONSTER BEVERAGE CORP NEW | 1226 | 93997 | COM |
| FLEXSHARES TR | 2032 | 93167 | MORNSTAR UPSTR |
| RBB FD INC | 3954 | 92688 | MOTLEY FOOL MID |
| BOSTON SCIENTIFIC CORP | 960 | 91536 | COM |
| FRESHPET INC | 1500 | 91395 | COM |
| ISHARES TR | 647 | 91318 | SELECT DIVID ETF |
| ISHARES TR | 1274 | 90429 | CORE MSCI EURO |
| AXON ENTERPRISE INC | 159 | 90301 | COM |
| VANGUARD CHARLOTTE FDS | 1857 | 89729 | TOTAL INT BD ETF |
| SELECT SECTOR SPDR TR | 622 | 89549 | STATE STREET TEC |
| VANGUARD INTL EQUITY INDEX F | 1068 | 89329 | FTSE EUROPE ETF |
| ISHARES TR | 937 | 89099 | ESG AW MSCI EAFE |
| STONEX GROUP INC | 935 | 88947 | COM |
| FIRST TR EXCHANGE TRADED FD | 1239 | 88527 | NASDAQ CYB ETF |
| AKAMAI TECHNOLOGIES INC | 1003 | 87512 | COM |
| SYSCO CORP | 1184 | 87249 | COM |
| BLOOM ENERGY CORP | 1000 | 86890 | COM CL A |
| GLOBAL X FDS | 1309 | 84908 | LITHIUM BTRY ETF |
| VERISK ANALYTICS INC | 378 | 84555 | COM |
| WASTE MGMT INC DEL | 380 | 83490 | COM |
| SSGA ACTIVE TR | 3024 | 82722 | STATE STREET NUV |
| AXSOME THERAPEUTICS INC | 450 | 82188 | COM |
| J P MORGAN EXCHANGE TRADED F | 1131 | 81794 | BETABUILDERS I |
| SELECT SECTOR SPDR TR | 1800 | 81630 | STATE STREET MAT |
| GLOBAL X FDS | 3854 | 81319 | DATA CTR & DIGIT |
| SHERWIN WILLIAMS CO | 249 | 80683 | COM |
| CHENIERE ENERGY INC | 415 | 80672 | COM NEW |
| TEMPLETON EMERGING MKTS FD | 4736 | 80654 | COM |
| ISHARES TR | 1700 | 80337 | ESG ADVNCD HY BD |
| TORTOISE CAPITAL SERIES TRUS | 1572 | 79868 | GLOBAL WATER FD |
| PAYCOM SOFTWARE INC | 500 | 79680 | COM |
| ENBRIDGE INC | 1649 | 79021 | COM |
| VANGUARD SCOTTSDALE FDS | 640 | 77920 | VNG RUS1000GRW |
| VALVOLINE INC | 2681 | 77910 | COM |
| HP INC | 3491 | 77779 | COM |
| SCHWAB STRATEGIC TR | 2932 | 77674 | US TIPS ETF |
| ISHARES TR | 360 | 77288 | US AER DEF ETF |
| T-MOBILE US INC | 378 | 76749 | COM |
| FIDELITY NATL INFORMATION SV | 1150 | 76429 | COM |
| FIRST TR EXCHANGE TRADED FD | 581 | 75576 | CLOUD COMPUTING |
| MARVELL TECHNOLOGY INC | 888 | 75462 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 785 | 75453 | SML CP GRW ALP |
| KINROSS GOLD CORP | 2666 | 75075 | COM |
| VANGUARD WORLD FD | 361 | 74926 | MATERIALS ETF |
| BROOKFIELD ASSET MANAGMT LTD | 1422 | 74596 | CL A LMT VTG SHS |
| VOYA FINANCIAL INC | 999 | 74416 | COM |
| PARAMOUNT SKYDANCE CORP | 5548 | 74343 | COM CL B |
| EXPEDITORS INTL WASH INC | 493 | 73462 | COM |
| C H ROBINSON WORLDWIDE INC | 454 | 72985 | COM NEW |
| VANGUARD WORLD FD | 376 | 72805 | COMM SRVC ETF |
| ANALOG DEVICES INC | 266 | 72139 | COM |
| SCHWAB STRATEGIC TR | 1600 | 72010 | FUNDAMENTAL INTL |
| BIOGEN INC | 406 | 71452 | COM |
| VIATRIS INC | 5716 | 71161 | COM |
| UNITED BANKSHARES INC WEST V | 1830 | 70272 | COM |
| DELL TECHNOLOGIES INC | 557 | 70115 | CL C |
| ENTERPRISE PRODS PARTNERS L | 2184 | 70019 | COM |
| KIMBERLY-CLARK CORP | 691 | 69719 | COM |
| ISHARES TR | 573 | 69683 | CORE HIGH DV ETF |
| LENNAR CORP | 658 | 67642 | CL A |
| ISHARES TR | 244 | 67573 | RUS TP200 GR ETF |
| ONEMAIN HLDGS INC | 1000 | 67550 | COM |
| PBF ENERGY INC | 2471 | 67010 | CL A |
| PHILLIPS 66 | 517 | 66714 | COM |
| ALPS ETF TR | 1098 | 66396 | SECTR DIV DOGS |
| PACCAR INC | 606 | 66330 | COM |
| ARES MANAGEMENT CORPORATION | 407 | 65783 | CL A COM STK |
| ISHARES TR | 217 | 65350 | ISHARES SEMICDTR |
| ADOBE INC | 185 | 64748 | COM |
| HOLOGIC INC | 864 | 64359 | COM |
| FAIR ISAAC CORP | 38 | 64244 | COM |
| WP CAREY INC | 984 | 63352 | COM |
| VANGUARD SCOTTSDALE FDS | 634 | 63096 | VNG RUS2000IDX |
| CF INDS HLDGS INC | 805 | 62259 | COM |
| BNY MELLON ETF TRUST | 657 | 60812 | INTERNATIONL EQT |
| ISHARES TR | 860 | 59710 | U S EQUITY FACTR |
| TG THERAPEUTICS INC | 2000 | 59620 | COM |
| CONSTELLATION BRANDS INC | 432 | 59599 | CL A |
| ILLINOIS TOOL WKS INC | 241 | 59358 | COM |
| VANGUARD BD INDEX FDS | 753 | 59343 | SHORT TRM BOND |
| MEDTRONIC PLC | 617 | 59269 | SHS |
| AGNICO EAGLE MINES LTD | 348 | 58996 | COM |
| ISHARES TR | 1088 | 58806 | MSCI INDIA ETF |
| ARCHER DANIELS MIDLAND CO | 1010 | 58065 | COM |
| SOLVENTUM CORP | 728 | 57686 | COM SHS |
| VANGUARD WORLD FD | 457 | 57545 | ENERGY ETF |
| WARNER BROS DISCOVERY INC | 1988 | 57294 | COM SER A |
| INVESCO EXCHANGE TRADED FD T | 410 | 56769 | S&P MDCP MOMNTUM |
| FIRST TR EXCHANGE-TRADED ALP | 465 | 56621 | COM SHS |
| PROSHARES TR | 539 | 56094 | S&P 500 DV ARIST |
| ROYAL CARIBBEAN GROUP | 200 | 55784 | COM |
| J P MORGAN EXCHANGE TRADED F | 785 | 55746 | BETABUILDERS US |
| SAP SE | 229 | 55626 | SPON ADR |
| VANGUARD INDEX FDS | 265 | 55417 | EXTEND MKT ETF |
| DBX ETF TR | 1189 | 55131 | XTRACK MSCI EAFE |
| INTUIT | 82 | 54318 | COM |
| VALERO ENERGY CORP | 333 | 54128 | COM |
| EVEREST GROUP LTD | 159 | 53957 | COM |
| DANAHER CORPORATION | 235 | 53796 | COM |
| FRANKLIN TEMPLETON ETF TR | 2620 | 53762 | US TREASURY BOND |
| BNY MELLON ETF TRUST | 1255 | 53191 | CORE BOND ETF |
| SUNOCO LP/SUNOCO FIN CORP | 1007 | 52757 | COM UT REP LP |
| STRIDE INC | 800 | 51944 | COM |
| SHOPIFY INC | 322 | 51832 | CL A SUB VTG SHS |
| ISHARES TR | 979 | 51770 | ISHS 1-5YR INVS |
| EVERGY INC | 714 | 51758 | COM |
| NRG ENERGY INC | 325 | 51753 | COM NEW |
| WORTHINGTON ENTERPRISES INC | 1002 | 51673 | COM |
| PROLOGIS INC. | 404 | 51575 | COM |
| INVESCO EXCH TRADED FD TR II | 2111 | 51361 | VAR RATE PFD |
| PACER FDS TR | 1237 | 50989 | GLOBL CASH ETF |
| MICROCHIP TECHNOLOGY INC. | 800 | 50976 | COM |
| CHURCH & DWIGHT CO INC | 606 | 50813 | COM |
| CINTAS CORP | 270 | 50779 | COM |
| OTIS WORLDWIDE CORP | 578 | 50488 | COM |
| HARTFORD INSURANCE GROUP INC | 362 | 49884 | COM |
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