- New Purchases: ICVT, WTRG,
- Added Positions: JNJ, DLN, DES, SPYV, KMB, MSFT, MUB, MRK, VNQ, NEE, AAPL, PG, SPYG, BP, BSCL, CSCO, VZ, VTI, KO, ABBV, MMM, INTC, TIP, BABA, PFF, VBK, AMGN, QQQ, V, CVS, CVX, BAC, VTV,
- Reduced Positions: DOL, DIS, PFE, IJK, RWR, IJS, EFV, SLYV, CWB, AMZN, BSCK, UNP, IJH, TJX, IBM, IWP, VWO, IJT, IJR, GE,
- Sold Out: A2A, BMY, BSCM, LHX, EW, VFC, BND, SDY, EXC, SBUX, MDLZ, VEEV, DTN, BIIB, CTVA, IWO, AZN, NSC, DTD, IEMG, ONEQ, VUG, FIS, LEG, ROK, UGI, BNDX, MAR, NVO, WBA, RSP, AEP, CNI, ECL, MPW, PNC, STT, DWM, SCZ, VBR, VIS, XLU, XLV, HPQ, PEG, TRV, BR, PSX, FB, PAYC, IVW, IWS, MTUM, AXP, TMO, TOL, UPS, WFC, LDOS, IWN, VCR, AFL, ALL, MO, VIAC, CAG, DHR, DUK, HSY, RTN, IXN, SLY, BCE, CNC, NVS, PPL, XYL, AGG, ADP, CL, STZ, MTB, WPC, WMT, DG, LBRDK, BSJL, QDF, RPG, VFH, XLF, RTX, NXPI, CC, DFNL, IUSG, IVE, VOO, ABC, BA, C, CCI, EIX, LLY, ENB, EQIX, FAST, FULT, MDT, MCHP, MS, MSI, REGN, SWKS, EMF, BWFG, VRSK, GLD, IYW, JKE, VCSH, VEA, VO, BLK, CSX, CAT, D, EMR, EBF, EPD, FDS, GSK, IDXX, SJM, BKNG, QCOM, SYY, WM, EVRG, WYNN, PM, EPAM, SHOP, YUMC, DIA, HYS, SDOG, SPLV, SPY, VPL, XLB, APH, ADM, AZO, BSX, CHRW, NNN, COST, CY, EXPD, FLS, GD, MNST, LH, LEN, LNC, LMT, OKE, LIN, SBAC, SHW, WSFS, ANTM, ZBH, NQP, TSLA, PYPL, HPE, FCPT, LW, DELL, DOW, OTIS, BSV, DEM, EFA, IJJ, SLYG, VB, VOT, XLE, ACN, AMP, ANSS, BSAC, GOLD, CHD, CTSH, INGR, DLTR, ETN, GPN, HIG, EHC, IDCC, ICE, TGTX, MCK, NOC, O, ROP, ROST, RDS.A, SWX, NLOK, TEF, VRSN, MUA, TDF, HPS, ETY, QQQX, ULTA, FRBA, BWXT, AAL, KHC, HWM, DVY, ELR, IAU, IBB, IGE, VCIT, VV, XBI, XLP, XLY, HES, AMTD, AME, IVZ, AON, AMAT, ASH, TFC, BTI, BF.B, CPB, CHKP, CTXS, COP, CCK, DLR, DD, ENS, EQR, EXPE, FNB, FMC, FITB, FNLC, F, HR, HOLX, HUM, INFO, ING, ITT, ITW, INFY, ISSC, IFF, JLL, KSU, KR, KLIC, LYTS, LOW, MRVL, MXIM, SPGI, NVR, FIZZ, NFLX, NI, NKE, OXM, PPG, PTC, PRU, RDN, SAP, SLB, SPG, SIRI, SWK, TROW, TGT, TXN, TKR, TTC, TM, UL, UIS, UBSI, UHS, VTR, MNTX, WDC, WHR, WWE, WEX, ET, DK, VGM, EIM, PHK, GDV, WIW, UTF, HBI, ZIOP, WU, AER, TMUS, DFS, TEL, RGA, CVE, PDM, KMI, HCA, HII, MPC, DNKN, VAC, APTV, GLIBA, PNR, BERY, ZTS, XLRN, SAIC, OGS, FSK, SQ, FTV, IHIT, ROKU, ALC, KTB, ARKK, DBEF, DXJ, EMB, EWJ, FDN, FNDF, HDV, HEDJ, HYG, IEFA, IYM, IYR, JKL, MBB, MGK, PSCH, PSCT, SCHD, SCHM, SPSM, USMV, VAW, VDE, VEU, VGK, VHT, VIG, VXF, XLK, SRPT, ATVI, A, AMRN, AEE, AIG, AJG, AVA, BIDU, SAN, ESTE, BAX, BDX, BIG, BWA, CECE, CAH, CAR, CTL, CRNT, CHS, CIEN, FTRCQ, COHR, DXC, DE, DEO, E, EMN, EBIX, OVV, ENDP, EPR, FFIV, FOE, FE, FVE, FL, FCX, PEAK, WELL, HCSG, IMGN, IP, IPG, MRO, MMC, MLM, MTH, MET, MU, MT, MHK, NCR, NBR, NGG, EPM, NP, NWL, NOK, OCFC, OLN, PCAR, PCG, PTN, PAA, NTR, DGX, RCL, STM, SFE, SNY, SMG, SRE, DHC, SWN, SMP, EQNR, SSYS, SKT, TISI, TEVA, TXT, UBS, USB, URI, X, UFPI, URBN, VLO, WAB, WSO, WMK, WY, WGO, EBAY, VVR, IFN, VLT, GAB, RVT, DUC, MCR, MIN, ZTR, PDT, CHI, RQI, PMX, EMD, NMZ, FCT, FFA, BXMX, KYN, IGD, SNCR, TECK, WYND, EVR, AOD, FOLD, GRX, CXO, TDC, UEC, HROW, AGNC, MG, LOGM, BUD, LEA, ST, KMF, TURN, GM, TRGP, FRC, VC, SSSS, KOS, SXC, DPG, ZNGA, PFPT, SRC, MPLX, PCI, PRTA, ICLR, BURL, FPI, CGC, TMST, KEYS, AVNS, LC, UNIT, CATB, PJT, ASIX, VVV, AA, BKR, BHF, DLPH, ZS, DBX, NVT, WH, PRSP, GTX, LTHM, REZI, CRNC, AAXJ, AMLP, BIV, DBC, EMLP, EUFN, FDL, FIW, FLOT, FM, FXI, FXO, GUNR, ICF, IEI, IHI, IUSV, IXC, JKH, LQD, MNA, PCEF, PCY, RWO, SCHE, SCHH, SJNK, VLUE, VWOB, XLRE,
For the details of Key Financial Inc\'s stock buys and sells, \r\n go to https://www.gurufocus.com/guru/key+financial+inc/current-portfolio/portfolio
These are the top 5 holdings of Key Financial Inc- Apple Inc (AAPL) - 21,216 shares, 8.80% of the total portfolio. Shares added by 1.13%
- The Walt Disney Co (DIS) - 49,598 shares, 6.34% of the total portfolio. Shares reduced by 34.25%
- Incyte Corp (INCY) - 52,533 shares, 6.17% of the total portfolio.
- Microsoft Corp (MSFT) - 21,999 shares, 5.00% of the total portfolio. Shares added by 6.27%
- Johnson & Johnson (JNJ) - 25,217 shares, 4.02% of the total portfolio. Shares added by 118.69%
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Key Financial Inc initiated holding in iShares Convertible Bond. The purchase prices were between $51.72 and $71.01, with an estimated average price of $63.3. The stock is now traded at around $77.32. The impact to a portfolio due to this purchase was 1.27%. The holding were 15,849 shares as of .
New Purchase: Essential Utilities Inc (WTRG)\n
Key Financial Inc initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $47.08. The impact to a portfolio due to this purchase was 0.74%. The holding were 15,569 shares as of .
Added: Johnson & Johnson (JNJ)Key Financial Inc added to a holding in Johnson & Johnson by 118.69%. The purchase prices were between $128.81 and $155.51, with an estimated average price of $145.42. The stock is now traded at around $148.08. The impact to a portfolio due to this purchase was 2.18%. The holding were 25,217 shares as of .
Added: WISDOMTREE TRUST (DLN)Key Financial Inc added to a holding in WISDOMTREE TRUST by 77.96%. The purchase prices were between $76.7 and $99.08, with an estimated average price of $89.25. The stock is now traded at around $97.92. The impact to a portfolio due to this purchase was 1.02%. The holding were 22,169 shares as of .
Added: WISDOMTREE TRUST (DES)Key Financial Inc added to a holding in WISDOMTREE TRUST by 95.81%. The purchase prices were between $16.35 and $23.41, with an estimated average price of $19.68. The stock is now traded at around $22.59. The impact to a portfolio due to this purchase was 0.82%. The holding were 69,986 shares as of .
Added: SPDR SERIES TRUST (SPYV)Key Financial Inc added to a holding in SPDR SERIES TRUST by 155.08%. The purchase prices were between $24.7 and $32.15, with an estimated average price of $28.45. The stock is now traded at around $30.72. The impact to a portfolio due to this purchase was 0.64%. The holding were 31,926 shares as of .
Added: Kimberly-Clark Corp (KMB)Key Financial Inc added to a holding in Kimberly-Clark Corp by 314.27%. The purchase prices were between $125.66 and $143.96, with an estimated average price of $137.81. The stock is now traded at around $157.49. The impact to a portfolio due to this purchase was 0.42%. The holding were 3,455 shares as of .
Added: ISHARES TRUST (MUB)Key Financial Inc added to a holding in ISHARES TRUST by 70.90%. The purchase prices were between $109.93 and $115.44, with an estimated average price of $113.52. The stock is now traded at around $117.15. The impact to a portfolio due to this purchase was 0.21%. The holding were 3,847 shares as of .
Sold Out: Essential Utilities Inc (A2A)Key Financial Inc sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.
Sold Out: Bristol-Myers Squibb Company (BMY)Key Financial Inc sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $54.82 and $64.09, with an estimated average price of $59.75.
Sold Out: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)Key Financial Inc sold out a holding in Invesco BulletShares 2022 Corporate Bond ETF. The sale prices were between $20.89 and $21.91, with an estimated average price of $21.62.
Sold Out: L3Harris Technologies Inc (LHX)Key Financial Inc sold out a holding in L3Harris Technologies Inc. The sale prices were between $168.24 and $209.66, with an estimated average price of $187.74.
Sold Out: Edwards Lifesciences Corp (EW)Key Financial Inc sold out a holding in Edwards Lifesciences Corp. The sale prices were between $57.54 and $76.95, with an estimated average price of $70.98.
Sold Out: Vanguard Total Bond Market ETF (BND)Key Financial Inc sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $84.67 and $88.18, with an estimated average price of $87.06.
Here is the complete portfolio of Key Financial Inc. Also check out:
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1. Key Financial Inc\'s Undervalued Stocks
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\r\n4. Stocks that Key Financial Inc keeps buying