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  Name: Key Financial Inc
  City: West Chester
  State: PA
  Zip: 19380
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $392,149,000
  Total Value Change : $26,248,000
  Securities Held Change : -8
   
All Securities Held : 1308
  New Positions : 18
  Closed Positions : 26
  Increased Positions : 113
  Unchanged Positions : 1074
  Decreased Positions : 103

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BSMW)1 Year Chart         BSMW Invesco Bulletshares 2032 M... 191 New $0.00 $282,000 11,060 0.07% 282,000 11,060 0.123    N/A
   (EFAX)1 Year Chart         EFAX Spdr Msci Eafe Fossil Fuel ... 285 New $0.00 $121,000 2,914 0.03% 121,000 2,914 0    N/A
   (XJUL)1 Year Chart         XJUL Ft Vest Us Equity Enh & Mod... 420 New $0.00 $55,000 1,650 0.01% 55,000 1,650 0    N/A
   (FJUN)1 Year Chart         FJUN Ft Cboe Vest Us Equity Buff... 447 New $0.00 $47,000 1,000 0.01% 47,000 1,000 0    N/A
   (FTSL)1 Year Chart         FTSL First Trust Senior Loan Fund 448 New $46.30 $46,000 1,000 0.01% 46,000 1,000 0    N/A
   (IVOG)1 Year Chart         IVOG Vanguard S&p Mid Cap 40... 476 New $112.09 $40,000 356 0.01% 40,000 356 0    N/A
   (BKEM)1 Year Chart         BKEM Bny Mellon Emerging Markets... 518 New $0.00 $32,000 555 0.01% 32,000 555 0    N/A
   (BBSC)1 Year Chart         BBSC Jpmorgan Betabuilders Us Sm... 522 New $0.00 $31,000 495 0.01% 31,000 495 0    N/A
   (ILDR)1 Year Chart         ILDR First Trust Innovation Lead... 541 New $0.00 $28,000 1,240 0.01% 28,000 1,240 0.004    N/A
   (XITK)1 Year Chart         XITK Spdr Series Trust 553 New $0.00 $27,000 180 0.01% 27,000 180 0    N/A
   (HYLS)1 Year Chart         HYLS First Trust Tactical High Y... 648 New $40.77 $16,000 400 0% 16,000 400 0    N/A
   (INKM)1 Year Chart         INKM Spdr Ssga Income Allocation 737 New $31.31 $11,000 350 0% 11,000 350 0    N/A
   (GAL)1 Year Chart         GAL Spdr Ssga Global Allocation 736 New $43.77 $11,000 258 0% 11,000 258 0    N/A
   (BBVA)1 Year Chart         BBVA Banco Bilbao Vizcaya Argent... 828 New $10.91 $8,000 675 0% 8,000 675 0    Foreign Regional Banks
   (URA)1 Year Chart         URA Global X Uranium ETF 858 New $32.65 $7,000 226 0% 7,000 226 0    Closed - End Fund - E...
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... 1091 New $17.40 $2,000 127 0% 2,000 127 0    N/A
   (TCPC)1 Year Chart         TCPC BlackRock TCP Capital Corp 1249 New $10.78 $0 26 0% 0 26 0    N/A
   (WDIV)1 Year Chart         WDIV Spdr S&P Global Dividend 1295 New $62.26 $0 5 0% 0 5 0    N/A
      18 Records Found
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