Keystone Financial Group

CIK Number: 0001729299

983.68M
Market Value
381
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
213.34
+0.42% 360.16K +79.27% 89.39M 218.46 8.79%
2 SPY SPDR S&P 500 ET...
625.05
+0.74% 124.98K -2.24% 73.25M 573.76 7.20%
3 SPLG SPDR Portfolio ...
73.58
+0.84% 621.67K +1.52% 42.86M 67.53 4.22%
4 SPYG SPDR Portfolio ...
96.07
+1.07% 384.83K +3.08% 33.83M 83.09 3.33%
5 VTI Vanguard Total ...
308.03
+0.82% 106.4K +3.67% 30.84M 283.4 3.03%
6 TSLA Tesla, Inc.
315.05
-0.19% 83.36K +193.13% 30.11M 352.87 2.96%
7 NVDA NVIDIA Corporat...
159.21
+1.25% 210.55K +35.92% 28.11M 70.2 2.76%
8 AMZN Amazon.com, Inc...
222.99
+1.40% 92.45K +83.05% 20.68M 171.71 2.03%
9 MSFT Microsoft Corpo...
498.62
+1.53% 49.12K +4.05% 20.68M 349.33 2.03%
10 META Meta Platforms,...
717.83
+0.60% 31.09K +127.51% 20.65M 461.08 2.03%
11 PLTR Palantir Techno...
133.98
+1.41% 243.21K +7.07% 18.42M 23.23 1.81%
12 VOO Vanguard 500 In...
574.48
+0.73% 33.61K -11.97% 18.19M 527.67 1.79%
13 VFLO VictoryShares F...
35.77
+0.28% 524.78K +1.35K% 17.89M 34.04 1.76%
14 DYNF BlackRock U.S. ...
55.06
+0.92% 339.9K +26.00% 17.42M 49.84 1.71%
15 JQUA JPMorgan U.S. Q...
60.84
+0.93% 299.19K +7.46% 17.13M 56.62 1.69%
16 BRK-A Berkshire Hatha...
727455.00
+0.97% 22 +29.41% 15.11M 554880.45 1.49%
17 BRK-B Berkshire Hatha...
485.00
+0.94% 33.09K +7.54% 15.04M 358.76 1.48%
18 JPM JPMorgan Chase ...
295.86
+1.32% 52.77K +139.08% 13.74M 203.91 1.35%
19 VTV Vanguard Value ...
179.63
+0.53% 64.29K +0.54% 10.88M 174.54 1.07%
20 QQQ Invesco QQQ Tru...
555.86
+0.92% 17.9K +1.28% 9.15M 488.36 0.90%
21 BND Vanguard Total ...
73.07
-0.26% 126.42K +51.99% 9.09M 74.02 0.89%
22 AMD Advanced Micro ...
137.79
-0.53% 73.33K +88.29% 8.55M 117.17 0.84%
23 BUFR First Trust Cbo...
32.03
+0.45% 254.4K +596.23% 7.75M 30.39 0.76%
24 TOTL SPDR DoubleLine...
39.78
-0.26% 192.4K +1.14K% 7.58M 39.55 0.75%
25 GOOG Alphabet Inc.
180.37
+0.34% 37.86K +6.08% 7.2M 126.2 0.71%
26 VUG Vanguard Growth...
441.98
+1.08% 16.85K -0.75% 6.92M 383.93 0.68%
27 PG The Procter & G...
160.83
-0.23% 40.99K +13.20% 6.88M 153.44 0.68%
28 IVV iShares Core S&...
628.62
+0.83% 11.63K +0.03% 6.84M 576.82 0.67%
29 JNJ Johnson & Johns...
156.01
+0.29% 43.52K +69.01% 6.48M 156.47 0.64%
30 TCAF T. Rowe Price E...
35.62
+0.76% 194.78K +6.98% 6.48M 33.25 0.64%
31 HEFA iShares Currenc...
37.52
+0.36% 177.01K +8.33% 6.15M 35.37 0.60%
32 VIG Vanguard Divide...
207.81
+0.65% 31.17K +0.48% 6.1M 198.05 0.60%
33 CFO VictoryShares U...
72.36
+0.47% 87.14K -10.39% 6.01M 69.79 0.59%
34 LOW Lowe's Companie...
228.31
+0.60% 24.05K +69.82% 5.97M 241.85 0.59%
35 MCD McDonald's Corp...
294.08
-0.19% 19.52K +132.88% 5.86M 293.13 0.58%
36 XOM Exxon Mobil Cor...
112.20
+1.04% 51.44K +0.94% 5.53M 108.34 0.54%
37 STX Seagate Technol...
149.68
-1.49% 55.77K +349.82% 5.38M 82.25 0.53%
38 GOOGL Alphabet Inc.
179.23
+0.33% 28.25K +4.16% 5.34M 126.8 0.53%
39 T AT&T Inc.
28.30
-0.04% 216.98K +196.28% 5.32M 20.63 0.52%
40 VOOG Vanguard S&P 50...
399.75
+0.95% 14.29K -0.83% 5.23M 345.29 0.51%
41 BIDD iShares Interna...
27.24
-0.04% 209.33K +100.00% 5.16M 24.67 0.51%
42 IQLT iShares MSCI In...
43.18
-0.08% 137.19K +336.18% 5.09M 38.12 0.50%
43 QUAL iShares MSCI US...
184.97
+0.56% 28.49K +117.25% 5.08M 178.64 0.50%
44 VB Vanguard Small ...
243.21
+0.62% 20.23K +2.77% 4.86M 237.29 0.48%
45 MTUM iShares MSCI US...
239.37
+1.04% 23.34K +333.36% 4.84M 205.96 0.48%
46 VO Vanguard Mid Ca...
283.63
+0.41% 17.7K +0.51% 4.68M 263.83 0.46%
47 MLN VanEck Long Mun...
16.84
-0.06% 257.66K +402.74% 4.56M 17.96 0.45%
48 ITOT iShares Core S&...
136.82
+0.77% 35.33K -4.37% 4.54M 125.62 0.45%
49 ABT Abbott Laborato...
134.44
+0.25% 36.63K +118.11% 4.5M 111.18 0.44%
50 MDY SPDR S&P MIDCAP...
582.43
+0.53% 7.85K +31.22% 4.49M 569.64 0.44%
51 BA The Boeing Comp...
215.80
+1.78% 24.12K +114.53% 4.4M 192.88 0.43%
52 CMG Chipotle Mexica...
57.07
+0.53% 74.3K +152.33% 4.35M 54.07 0.43%
53 GBTC Grayscale Bitco...
86.25
-0.21% 54.73K +309.01% 4.17M 70.16 0.41%
54 HD The Home Depot,...
371.68
-0.05% 10.43K +71.43% 4.14M 344.63 0.41%
55 XMPT VanEck CEF Muni...
21.07
+0.14% 188.9K +545.63% 4.12M 21.77 0.40%
56 VOOV Vanguard S&P 50...
191.92
+0.51% 21.75K +1.99% 4.01M 190.6 0.39%
57 USMV iShares MSCI US...
94.16
+0.84% 43.33K +8.77% 3.85M 91.11 0.38%
58 SHM SPDR Nuveen Blo...
47.78
+0.04% 143.62K +2.24K% 3.8M 47.42 0.37%
59 SPTL SPDR Portfolio ...
26.20
-0.57% 143.99K +10.59% 3.77M 28.79 0.37%
60 DGRO iShares Core Di...
65.22
+0.48% 55.18K +1.09% 3.38M 62.68 0.33%
61 SPYV SPDR Portfolio ...
53.21
+0.49% 65.14K -81.42% 3.33M 52.86 0.33%
62 DIS The Walt Disney...
124.00
+0.83% 29.82K +207.85% 3.28M 104.62 0.32%
63 EMXC iShares MSCI Em...
64.36
+0.93% 58.85K +4.87% 3.26M 60.85 0.32%
64 ABBV AbbVie Inc.
189.28
-0.77% 17.95K +0.91% 3.19M 142.28 0.31%
65 RSP Invesco S&P 500...
185.18
+0.48% 18.18K -0.69% 3.19M 179.16 0.31%
66 IVOO Vanguard S&P Mi...
107.99
+0.55% 29.26K -0.49% 3.09M 105.63 0.30%
67 DIA SPDR Dow Jones ...
448.09
+0.76% 6.86K -1.47% 2.92M 423.12 0.29%
68 GRID First Trust NAS...
139.86
+0.52% 24.42K +13.13% 2.91M 126.33 0.29%
69 IJR iShares Core S&...
113.08
+0.54% 24.85K -2.18% 2.86M 116.96 0.28%
70 VIOO Vanguard S&P Sm...
104.84
+0.63% 26.62K -0.81% 2.82M 108.18 0.28%
71 SPMB SPDR Portfolio ...
21.91
-0.34% 128.1K +9.14% 2.76M 22.45 0.27%
72 NKE NIKE, Inc.
76.39
0.00% 37.5K +271.40% 2.75M 83.14 0.27%
73 MRK Merck & Co., In...
80.96
-1.74% 27.24K +0.87% 2.7M 115.62 0.27%
74 XLE Energy Select S...
87.03
+0.12% 31.47K +0.30% 2.7M 87.79 0.27%
75 BINC Blackrock Etf T...
52.59
-0.05% 51.42K -18.56% 2.68M 53.53 0.26%
76 PEP PepsiCo, Inc.
135.50
-0.72% 17.51K +1.56% 2.66M 183.94 0.26%
77 NFLX Netflix, Inc.
1293.50
+0.67% 2.91K +25.55% 2.66M 539.67 0.26%
78 RH Rh
207.04
+0.60% 6.97K +302.89% 2.64M 369.06 0.26%
79 XLF Financial Selec...
53.22
+1.13% 53.93K -0.07% 2.61M 45.32 0.26%
80 LLY Eli Lilly and C...
780.10
+0.11% 3.21K -33.05% 2.53M 662.39 0.25%
81 CVX Chevron Corpora...
148.37
+0.27% 16.89K +7.08% 2.45M 156.26 0.24%
82 XLK Technology Sele...
256.83
+1.27% 10.13K +50.22% 2.36M 228.02 0.23%
83 V Visa Inc.
358.86
+1.31% 7.32K +1.31% 2.31M 255.66 0.23%
84 CDC VictoryShares U...
65.20
+0.02% 36.53K -5.76% 2.29M 64.99 0.22%
85 RDVY First Trust Ris...
63.78
+0.49% 38.36K -1.28% 2.27M 59.21 0.22%
86 LNC Lincoln Nationa...
34.77
-0.57% 59.55K +462.58% 2.25M 31.64 0.22%
87 CFA VictoryShares U...
91.05
+2.56% 26.19K -5.64% 2.22M 86.15 0.22%
88 SDVY First Trust SMI...
36.45
+0.58% 61.02K +10.43% 2.19M 36.33 0.22%
89 VYM Vanguard High D...
135.81
+0.59% 16.75K +0.50% 2.14M 128.2 0.21%
90 IXN iShares Global ...
93.33
+1.05% 24.84K -5.24% 2.11M 82.53 0.21%
91 PM Philip Morris I...
178.88
+1.69% 17.33K +3.86% 2.11M 98.52 0.21%
92 VONE Vanguard Russel...
284.14
+0.75% 7.67K +7.46% 2.05M 260.53 0.20%
93 WMT Walmart Inc.
98.36
+0.77% 21.62K +6.32% 1.95M 55.69 0.19%
94 KO The Coca-Cola C...
71.35
+0.62% 30.29K +0.44% 1.89M 60.56 0.19%
95 FMB First Trust Man...
49.85
-0.09% 36.84K +3.71% 1.88M 51.93 0.18%
96 PFE Pfizer Inc.
25.39
+0.30% 69.68K -0.66% 1.85M 32.28 0.18%
97 SCHG Schwab U.S. Lar...
29.41
+1.01% 65.58K +262.89% 1.83M 26.05 0.18%
98 AVGO Broadcom Inc.
274.94
+1.87% 7.51K +10.89% 1.74M 112.98 0.17%
99 AGG iShares Core U....
98.47
-0.2% 17.8K +392.20% 1.73M 97.79 0.17%
100 IEFA iShares Core MS...
83.55
+0.02% 24.17K -0.9% 1.71M 78.05 0.17%
101 IP International P...
50.43
+0.08% 30.82K -31.27% 1.66M 31.81 0.16%
102 XLI Industrial Sele...
149.42
+0.85% 11.84K +156.99% 1.56M 133.19 0.15%
103 CSCO Cisco Systems, ...
69.25
+0.96% 25.74K +1.78% 1.52M 51.81 0.15%
104 PANW Palo Alto Netwo...
201.57
+2.34% 7.81K +669.09% 1.5M 175.37 0.15%
105 VGT Vanguard Inform...
674.02
+1.39% 2.36K +11.78% 1.47M 590.24 0.14%
106 IJH iShares Core S&...
63.83
+0.65% 22.31K +1.76% 1.39M 62.32 0.14%
107 IUSG iShares Core S&...
151.73
+1.06% 9.92K -2.46% 1.38M 131.91 0.14%
108 FYX First Trust Sma...
100.71
+0.93% 13.66K +2.48% 1.38M 99.57 0.14%
109 NSC Norfolk Souther...
262.50
+0.19% 5.83K +0.05% 1.37M 225.04 0.13%
110 DKNG DraftKings Inc.
40.70
-1.5% 32.03K +171.88% 1.36M 33.41 0.13%
111 UNH UnitedHealth Gr...
308.89
+0.43% 2.64K +16.89% 1.34M 486.97 0.13%
112 UPS United Parcel S...
104.13
-1.34% 10.75K +27.66% 1.33M 164.12 0.13%
113 NFTY First Trust Ind...
60.14
+0.33% 23.56K +100.00% 1.32M 55.99 0.13%
114 BAC Bank of America...
48.93
+0.45% 29.54K -2.43% 1.3M 29.85 0.13%
115 IEMG iShares Core MS...
60.59
+0.45% 24.84K -0.53% 1.3M 57.41 0.13%
116 UL Unilever PLC
61.37
-0.02% 21.86K -0.63% 1.24M 51.9 0.12%
117 XLU Utilities Selec...
81.84
+0.75% 16.05K +5.30% 1.21M 80.52 0.12%
118 ABNB Airbnb, Inc.
135.00
-0.29% 8.83K +114.42% 1.2M 130.39 0.12%
119 LMT Lockheed Martin...
462.52
-0.01% 2.59K +108.12% 1.2M 473.36 0.12%
120 CGUS Capital Group C...
37.44
+0.78% 34.12K +100.00% 1.19M 34.97 0.12%
121 MGK Vanguard Mega C...
369.06
+1.07% 3.44K -5% 1.18M 321.95 0.12%
122 SPYX SPDR S&P 500 Fo...
51.43
+0.88% 1.95K +100.00% 1.18M 48.15 0.12%
123 XLG Invesco S&P 500...
52.60
+0.92% 23.51K -2% 1.17M 47.53 0.12%
124 MPC Marathon Petrol...
176.05
+0.91% 8.31K +0.22% 1.16M 157.98 0.11%
125 BILS SPDR Bloomberg ...
99.15
+0.03% 11.31K +4.63% 1.12M 99.56 0.11%
126 GE General Electri...
246.88
+0.87% 6.7K -0.15% 1.12M 94.92 0.11%
127 DUK Duke Energy Cor...
117.31
+0.21% 10.33K -0.05% 1.11M 92.59 0.11%
128 XJR iShares ESG Scr...
40.85
+0.62% 9.5K +100.00% 1.1M 41.13 0.11%
129 SOXX iShares Semicon...
243.69
+0.64% 5.1K +0.02% 1.1M 230.59 0.11%
130 FTCS First Trust Cap...
92.27
+0.38% 12.49K +1.07% 1.1M 90.77 0.11%
131 ORCL Oracle Corporat...
237.08
+3.09% 6.47K +2.07% 1.08M 123.59 0.11%
132 VSDA VictoryShares D...
53.04
+0.22% 21.18K +4.19% 1.08M 53.04 0.11%
133 VFMV Vanguard U.S. M...
129.42
+0.58% 8.93K -0.61% 1.08M 121.62 0.11%
134 SO The Southern Co...
91.51
+0.39% 13.04K +18.53% 1.07M 78.29 0.11%
135 NEE NextEra Energy,...
73.88
+1.18% 14.95K +8.62% 1.07M 71.9 0.11%
136 MMM 3M Company
152.94
-0.67% 8.26K +0.22% 1.07M 84.26 0.10%
137 FVD First Trust Val...
45.48
+0.26% 24.26K +8.15% 1.06M 45.35 0.10%
138 IBM International B...
291.97
+1.50% 4.75K +31.41% 1.04M 170.81 0.10%
139 QCOM QUALCOMM Incorp...
162.10
-0.14% 6.76K -1.18% 1.04M 128.23 0.10%
140 DEO Diageo plc
104.73
-0.25% 8.1K +13.90% 1.03M 162.82 0.10%
141 FDX FedEx Corporati...
241.23
+0.87% 3.71K +157.71% 998.13K 268.36 0.10%
142 XLV Health Care Sel...
135.48
+0.08% 7.12K +0.03% 979.54K 154.02 0.10%
143 VZ Verizon Communi...
43.55
-0.09% 24.47K +3.24% 978.95K 38.86 0.10%
144 OLLI Ollie's Bargain...
130.90
+0.55% 9.23K +275.10% 964.18K 101.05 0.09%
145 COST Costco Wholesal...
985.50
+0.32% 1.05K +36.36% 962.25K 782.75 0.09%
146 FV First Trust Dor...
59.93
+0.45% 16.15K -1.58% 953.76K 58.27 0.09%
147 VFVA Vanguard U.S. V...
123.12
+0.38% 8.02K -4.63% 949.23K 120.54 0.09%
148 VEA Vanguard Develo...
57.23
+0.12% 19.81K +2.03% 947.44K 52.71 0.09%
149 TJX The TJX Compani...
125.86
+0.44% 7.46K +192.97% 920.03K 110.38 0.09%
150 ITW Illinois Tool W...
258.50
+0.80% 3.56K +0.03% 902.61K 250.22 0.09%