Keystone Financial Group
CIK Number: 0001729299
983.68M
Market Value
378
# of Holdings
6 months
Avg. Holding Period
19.72%
Win Rate
-7.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.98 | +0.10% | 360.16K | +79.27% | 89.39M | 218.46 | 8.79% |
| 2 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 124.98K | -2.24% | 73.25M | 573.76 | 7.20% |
| 3 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 621.67K | +1.52% | 42.86M | 67.53 | 4.22% |
| 4 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 384.83K | +3.08% | 33.83M | 83.09 | 3.33% |
| 5 | VTI | Vanguard Total ... | 296.95 | +0.28% | 106.4K | +3.67% | 30.84M | 283.4 | 3.03% |
| 6 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 83.36K | +193.13% | 30.11M | 352.87 | 2.96% |
| 7 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 210.55K | +35.92% | 28.11M | 70.2 | 2.76% |
| 8 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 92.45K | +83.05% | 20.68M | 171.71 | 2.03% |
| 9 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 49.12K | +4.05% | 20.68M | 349.33 | 2.03% |
| 10 | META | Meta Platforms,... | 693.11 | -0.15% | 31.09K | +127.51% | 20.65M | 461.08 | 2.03% |
| 11 | PLTR | Palantir Techno... | 135.06 | -0.98% | 243.21K | +7.07% | 18.42M | 23.23 | 1.81% |
| 12 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 33.61K | -11.97% | 18.19M | 527.67 | 1.79% |
| 13 | VFLO | VictoryShares F... | 35.28 | +0.68% | 524.78K | +1.35K% | 17.89M | 34.04 | 1.76% |
| 14 | DYNF | BlackRock U.S. ... | 52.91 | +0.18% | 339.9K | +26.00% | 17.42M | 49.84 | 1.71% |
| 15 | JQUA | JPMorgan U.S. Q... | 59.68 | +0.21% | 299.19K | +7.46% | 17.13M | 56.62 | 1.69% |
| 16 | BRK-A | Berkshire Hatha... | 734649.99 | +0.35% | 22 | +29.41% | 15.11M | 554880.45 | 1.49% |
| 17 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 33.09K | +7.54% | 15.04M | 358.76 | 1.48% |
| 18 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 52.77K | +139.08% | 13.74M | 203.91 | 1.35% |
| 19 | VTV | Vanguard Value ... | 174.72 | +0.57% | 64.29K | +0.54% | 10.88M | 174.54 | 1.07% |
| 20 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 17.9K | +1.28% | 9.15M | 488.36 | 0.90% |
| 21 | BND | Vanguard Total ... | 72.97 | +0.38% | 126.42K | +51.99% | 9.09M | 74.02 | 0.89% |
| 22 | AMD | Advanced Micro ... | 118.61 | -2.09% | 73.33K | +88.29% | 8.55M | 117.17 | 0.84% |
| 23 | BUFR | First Trust Cbo... | 31.25 | +0.21% | 254.4K | +596.23% | 7.75M | 30.39 | 0.76% |
| 24 | TOTL | SPDR DoubleLine... | 39.82 | +0.35% | 192.4K | +1.14K% | 7.58M | 39.55 | 0.75% |
| 25 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 37.86K | +6.08% | 7.2M | 126.2 | 0.71% |
| 26 | VUG | Vanguard Growth... | 423.76 | +0.11% | 16.85K | -0.75% | 6.92M | 383.93 | 0.68% |
| 27 | PG | The Procter & G... | 163.05 | +0.58% | 40.99K | +13.20% | 6.88M | 153.44 | 0.68% |
| 28 | IVV | iShares Core S&... | 606.23 | +0.32% | 11.63K | +0.03% | 6.84M | 576.82 | 0.67% |
| 29 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 43.52K | +69.01% | 6.48M | 156.47 | 0.64% |
| 30 | TCAF | T. Rowe Price E... | 34.51 | +0.29% | 194.78K | +6.98% | 6.48M | 33.25 | 0.64% |
| 31 | HEFA | iShares Currenc... | 38.05 | +0.03% | 177.01K | +8.33% | 6.15M | 35.37 | 0.60% |
| 32 | VIG | Vanguard Divide... | 202.54 | +0.63% | 31.17K | +0.48% | 6.1M | 198.05 | 0.60% |
| 33 | CFO | VictoryShares U... | 70.13 | +0.13% | 87.14K | -10.39% | 6.01M | 69.79 | 0.59% |
| 34 | LOW | Lowe's Companie... | 223.28 | +0.76% | 24.05K | +69.82% | 5.97M | 241.85 | 0.59% |
| 35 | MCD | McDonald's Corp... | 302.86 | +0.38% | 19.52K | +132.88% | 5.86M | 293.13 | 0.58% |
| 36 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 51.44K | +0.94% | 5.53M | 108.34 | 0.54% |
| 37 | STX | Seagate Technol... | 126.22 | -0.22% | 55.77K | +349.82% | 5.38M | 82.25 | 0.53% |
| 38 | GOOGL | Alphabet Inc. | 175.57 | -1% | 28.25K | +4.16% | 5.34M | 126.8 | 0.53% |
| 39 | T | AT&T Inc. | 28.23 | -0.39% | 216.98K | +196.28% | 5.32M | 20.63 | 0.52% |
| 40 | VOOG | Vanguard S&P 50... | 383.46 | +0.38% | 14.29K | -0.83% | 5.23M | 345.29 | 0.51% |
| 41 | BIDD | iShares Interna... | 27.81 | +0.50% | 209.33K | +100.00% | 5.16M | 24.67 | 0.51% |
| 42 | IQLT | iShares MSCI In... | 43.76 | +0.79% | 137.19K | +336.18% | 5.09M | 38.12 | 0.50% |
| 43 | QUAL | iShares MSCI US... | 181.07 | +0.28% | 28.49K | +117.25% | 5.08M | 178.64 | 0.50% |
| 44 | VB | Vanguard Small ... | 233.32 | -0.21% | 20.23K | +2.77% | 4.86M | 237.29 | 0.48% |
| 45 | MTUM | iShares MSCI US... | 232.19 | -0.08% | 23.34K | +333.36% | 4.84M | 205.96 | 0.48% |
| 46 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 17.7K | +0.51% | 4.68M | 263.83 | 0.46% |
| 47 | MLN | VanEck Long Mun... | 16.84 | +0.36% | 257.66K | +402.74% | 4.56M | 17.96 | 0.45% |
| 48 | ITOT | iShares Core S&... | 131.83 | +0.27% | 35.33K | -4.37% | 4.54M | 125.62 | 0.45% |
| 49 | ABT | Abbott Laborato... | 136.36 | +0.80% | 36.63K | +118.11% | 4.5M | 111.18 | 0.44% |
| 50 | MDY | SPDR S&P MIDCAP... | 559.03 | +0.06% | 7.85K | +31.22% | 4.49M | 569.64 | 0.44% |
| 51 | BA | The Boeing Comp... | 203.87 | -4.73% | 24.12K | +114.53% | 4.4M | 192.88 | 0.43% |
| 52 | CMG | Chipotle Mexica... | 50.90 | -1.72% | 74.3K | +152.33% | 4.35M | 54.07 | 0.43% |
| 53 | GBTC | Grayscale Bitco... | 84.18 | -1.85% | 54.73K | +309.01% | 4.17M | 70.16 | 0.41% |
| 54 | HD | The Home Depot,... | 362.78 | +0.64% | 10.43K | +71.43% | 4.14M | 344.63 | 0.41% |
| 55 | XMPT | VanEck CEF Muni... | 20.89 | +0.53% | 188.9K | +545.63% | 4.12M | 21.77 | 0.40% |
| 56 | VOOV | Vanguard S&P 50... | 186.44 | +0.31% | 21.75K | +1.99% | 4.01M | 190.6 | 0.39% |
| 57 | USMV | iShares MSCI US... | 93.77 | +0.75% | 43.33K | +8.77% | 3.85M | 91.11 | 0.38% |
| 58 | SHM | SPDR Nuveen Blo... | 47.63 | +0.12% | 143.62K | +2.24K% | 3.8M | 47.42 | 0.37% |
| 59 | SPTL | SPDR Portfolio ... | 26.27 | +1.14% | 143.99K | +10.59% | 3.77M | 28.79 | 0.37% |
| 60 | DGRO | iShares Core Di... | 63.42 | +0.59% | 55.18K | +1.09% | 3.38M | 62.68 | 0.33% |
| 61 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 65.14K | -81.42% | 3.33M | 52.86 | 0.33% |
| 62 | DIS | The Walt Disney... | 118.50 | -0.85% | 29.82K | +207.85% | 3.28M | 104.62 | 0.32% |
| 63 | EMXC | iShares MSCI Em... | 62.20 | +0.09% | 58.85K | +4.87% | 3.26M | 60.85 | 0.32% |
| 64 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 17.95K | +0.91% | 3.19M | 142.28 | 0.31% |
| 65 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 18.18K | -0.69% | 3.19M | 179.16 | 0.31% |
| 66 | IVOO | Vanguard S&P Mi... | 103.54 | +0.03% | 29.26K | -0.49% | 3.09M | 105.63 | 0.30% |
| 67 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 6.86K | -1.47% | 2.92M | 423.12 | 0.29% |
| 68 | GRID | First Trust NAS... | 134.67 | +1.05% | 24.42K | +13.13% | 2.91M | 126.33 | 0.29% |
| 69 | IJR | iShares Core S&... | 108.32 | -0.46% | 24.85K | -2.18% | 2.86M | 116.96 | 0.28% |
| 70 | VIOO | Vanguard S&P Sm... | 100.01 | -0.43% | 26.62K | -0.81% | 2.82M | 108.18 | 0.28% |
| 71 | SPMB | SPDR Portfolio ... | 21.89 | +0.34% | 128.1K | +9.14% | 2.76M | 22.45 | 0.27% |
| 72 | NKE | NIKE, Inc. | 62.82 | -0.46% | 37.5K | +271.40% | 2.75M | 83.14 | 0.27% |
| 73 | MRK | Merck & Co., In... | 81.73 | +1.75% | 27.24K | +0.87% | 2.7M | 115.62 | 0.27% |
| 74 | XLE | Energy Select S... | 86.58 | +0.34% | 31.47K | +0.30% | 2.7M | 87.79 | 0.27% |
| 75 | BINC | Blackrock Etf T... | 52.42 | +0.10% | 51.42K | -18.56% | 2.68M | 53.53 | 0.26% |
| 76 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 17.51K | +1.56% | 2.66M | 183.94 | 0.26% |
| 77 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 2.91K | +25.55% | 2.66M | 539.67 | 0.26% |
| 78 | RH | RH | 177.31 | -0.93% | 6.97K | +302.89% | 2.64M | 369.06 | 0.26% |
| 79 | XLF | Financial Selec... | 50.99 | -0.01% | 53.93K | -0.07% | 2.61M | 45.32 | 0.26% |
| 80 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 3.21K | -33.05% | 2.53M | 662.39 | 0.25% |
| 81 | CVX | Chevron Corpora... | 144.84 | +0.04% | 16.89K | +7.08% | 2.45M | 156.26 | 0.24% |
| 82 | XLK | Technology Sele... | 242.47 | +0.89% | 10.13K | +50.22% | 2.36M | 228.02 | 0.23% |
| 83 | V | Visa Inc. | 371.03 | -0.61% | 7.32K | +1.31% | 2.31M | 255.66 | 0.23% |
| 84 | CDC | VictoryShares U... | 63.63 | +0.46% | 36.53K | -5.76% | 2.29M | 64.99 | 0.22% |
| 85 | RDVY | First Trust Ris... | 61.38 | +0.18% | 38.36K | -1.28% | 2.27M | 59.21 | 0.22% |
| 86 | LNC | Lincoln Nationa... | 33.09 | +0.11% | 59.55K | +462.58% | 2.25M | 31.64 | 0.22% |
| 87 | CFA | VictoryShares U... | 86.54 | +0.20% | 26.19K | -5.64% | 2.22M | 86.15 | 0.22% |
| 88 | SDVY | First Trust SMI... | 34.81 | -0.14% | 61.02K | +10.43% | 2.19M | 36.33 | 0.22% |
| 89 | VYM | Vanguard High D... | 131.86 | +0.45% | 16.75K | +0.50% | 2.14M | 128.2 | 0.21% |
| 90 | IXN | iShares Global ... | 88.09 | +0.66% | 24.84K | -5.24% | 2.11M | 82.53 | 0.21% |
| 91 | PM | Philip Morris I... | 183.84 | +0.25% | 17.33K | +3.86% | 2.11M | 98.52 | 0.21% |
| 92 | VONE | Vanguard Russel... | 274.26 | +0.37% | 7.67K | +7.46% | 2.05M | 260.53 | 0.20% |
| 93 | WMT | Walmart Inc. | 94.83 | -1.01% | 21.62K | +6.32% | 1.95M | 55.69 | 0.19% |
| 94 | KO | The Coca-Cola C... | 72.20 | +0.18% | 30.29K | +0.44% | 1.89M | 60.56 | 0.19% |
| 95 | FMB | First Trust Man... | 49.82 | +0.26% | 36.84K | +3.71% | 1.88M | 51.93 | 0.18% |
| 96 | PFE | Pfizer Inc. | 24.83 | +1.44% | 69.68K | -0.66% | 1.85M | 32.28 | 0.18% |
| 97 | SCHG | Schwab U.S. Lar... | 28.26 | +0.14% | 65.58K | +262.89% | 1.83M | 26.05 | 0.18% |
| 98 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 7.51K | +10.89% | 1.74M | 112.98 | 0.17% |
| 99 | AGG | iShares Core U.... | 98.31 | +0.36% | 17.8K | +392.20% | 1.73M | 97.79 | 0.17% |
| 100 | IEFA | iShares Core MS... | 84.11 | +0.76% | 24.17K | -0.9% | 1.71M | 78.05 | 0.17% |
| 101 | IP | International P... | 47.17 | +0.19% | 30.82K | -31.27% | 1.66M | 31.81 | 0.16% |
| 102 | XLI | Industrial Sele... | 143.82 | -0.29% | 11.84K | +156.99% | 1.56M | 133.19 | 0.15% |
| 103 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 25.74K | +1.78% | 1.52M | 51.81 | 0.15% |
| 104 | PANW | Palo Alto Netwo... | 197.72 | +1.72% | 7.81K | +669.09% | 1.5M | 175.37 | 0.15% |
| 105 | VGT | Vanguard Inform... | 633.52 | +0.68% | 2.36K | +11.78% | 1.47M | 590.24 | 0.14% |
| 106 | IJH | iShares Core S&... | 61.17 | +0.07% | 22.31K | +1.76% | 1.39M | 62.32 | 0.14% |
| 107 | IUSG | iShares Core S&... | 145.47 | +0.31% | 9.92K | -2.46% | 1.38M | 131.91 | 0.14% |
| 108 | FYX | First Trust Sma... | 95.45 | -0.41% | 13.66K | +2.48% | 1.38M | 99.57 | 0.14% |
| 109 | NSC | Norfolk Souther... | 251.15 | -0.07% | 5.83K | +0.05% | 1.37M | 225.04 | 0.13% |
| 110 | DKNG | DraftKings Inc. | 37.97 | +0.24% | 32.03K | +171.88% | 1.36M | 33.41 | 0.13% |
| 111 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 2.64K | +16.89% | 1.34M | 486.97 | 0.13% |
| 112 | UPS | United Parcel S... | 100.82 | -0.34% | 10.75K | +27.66% | 1.33M | 164.12 | 0.13% |
| 113 | NFTY | First Trust Ind... | 59.05 | -0.92% | 23.56K | +100.00% | 1.32M | 55.99 | 0.13% |
| 114 | BAC | Bank of America... | 44.56 | -0.37% | 29.54K | -2.43% | 1.3M | 29.85 | 0.13% |
| 115 | IEMG | iShares Core MS... | 59.64 | +0.05% | 24.84K | -0.53% | 1.3M | 57.41 | 0.13% |
| 116 | UL | Unilever PLC | 63.63 | +1.09% | 21.86K | -0.63% | 1.24M | 51.9 | 0.12% |
| 117 | XLU | Utilities Selec... | 81.87 | +1.19% | 16.05K | +5.30% | 1.21M | 80.52 | 0.12% |
| 118 | ABNB | Airbnb, Inc. | 138.78 | +0.52% | 8.83K | +114.42% | 1.2M | 130.39 | 0.12% |
| 119 | LMT | Lockheed Martin... | 468.85 | +2.68% | 2.59K | +108.12% | 1.2M | 473.36 | 0.12% |
| 120 | CGUS | Capital Group C... | 36.09 | +0.24% | 34.12K | +100.00% | 1.19M | 34.97 | 0.12% |
| 121 | MGK | Vanguard Mega C... | 354.19 | +0.22% | 3.44K | -5% | 1.18M | 321.95 | 0.12% |
| 122 | SPYX | SPDR S&P 500 Fo... | 49.59 | +0.33% | 1.95K | +100.00% | 1.18M | 48.15 | 0.12% |
| 123 | XLG | Invesco S&P 500... | 50.66 | +0.38% | 23.51K | -2% | 1.17M | 47.53 | 0.12% |
| 124 | MPC | Marathon Petrol... | 165.05 | +0.24% | 8.31K | +0.22% | 1.16M | 157.98 | 0.11% |
| 125 | BILS | SPDR Bloomberg ... | 99.22 | +0.02% | 11.31K | +4.63% | 1.12M | 99.56 | 0.11% |
| 126 | GE | General Electri... | 239.60 | -2.41% | 6.7K | -0.15% | 1.12M | 94.92 | 0.11% |
| 127 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 10.33K | -0.05% | 1.11M | 92.59 | 0.11% |
| 128 | XJR | iShares ESG Scr... | 38.97 | -0.82% | 9.5K | +100.00% | 1.1M | 41.13 | 0.11% |
| 129 | SOXX | iShares Semicon... | 226.84 | +0.12% | 5.1K | +0.02% | 1.1M | 230.59 | 0.11% |
| 130 | FTCS | First Trust Cap... | 91.04 | +0.39% | 12.49K | +1.07% | 1.1M | 90.77 | 0.11% |
| 131 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 6.47K | +2.07% | 1.08M | 123.59 | 0.11% |
| 132 | VSDA | VictoryShares D... | 51.23 | +0.46% | 21.18K | +4.19% | 1.08M | 53.04 | 0.11% |
| 133 | VFMV | Vanguard U.S. M... | 128.13 | +0.27% | 8.93K | -0.61% | 1.08M | 121.62 | 0.11% |
| 134 | SO | The Southern Co... | 90.22 | +0.75% | 13.04K | +18.53% | 1.07M | 78.29 | 0.11% |
| 135 | NEE | NextEra Energy,... | 73.84 | +1.15% | 14.95K | +8.62% | 1.07M | 71.9 | 0.11% |
| 136 | MMM | 3M Company | 144.60 | -1.75% | 8.26K | +0.22% | 1.07M | 84.26 | 0.10% |
| 137 | FVD | First Trust Val... | 45.05 | +0.41% | 24.26K | +8.15% | 1.06M | 45.35 | 0.10% |
| 138 | IBM | International B... | 280.79 | -0.26% | 4.75K | +31.41% | 1.04M | 170.81 | 0.10% |
| 139 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 6.76K | -1.18% | 1.04M | 128.23 | 0.10% |
| 140 | DEO | Diageo plc | 107.27 | +0.56% | 8.1K | +13.90% | 1.03M | 162.82 | 0.10% |
| 141 | FDX | FedEx Corporati... | 224.91 | +0.41% | 3.71K | +157.71% | 998.13K | 268.36 | 0.10% |
| 142 | XLV | Health Care Sel... | 136.74 | +0.73% | 7.12K | +0.03% | 979.54K | 154.02 | 0.10% |
| 143 | VZ | Verizon Communi... | 43.13 | -1.38% | 24.47K | +3.24% | 978.95K | 38.86 | 0.10% |
| 144 | OLLI | Ollie's Bargain... | 114.12 | +1.79% | 9.23K | +275.10% | 964.18K | 101.05 | 0.09% |
| 145 | COST | Costco Wholesal... | 1002.64 | +0.59% | 1.05K | +36.36% | 962.25K | 782.75 | 0.09% |
| 146 | FV | First Trust Dor... | 58.05 | +0.18% | 16.15K | -1.58% | 953.76K | 58.27 | 0.09% |
| 147 | VFVA | Vanguard U.S. V... | 117.65 | -0.24% | 8.02K | -4.63% | 949.23K | 120.54 | 0.09% |
| 148 | VEA | Vanguard Develo... | 56.86 | +0.78% | 19.81K | +2.03% | 947.44K | 52.71 | 0.09% |
| 149 | TJX | The TJX Compani... | 124.31 | -0.18% | 7.46K | +192.97% | 920.03K | 110.38 | 0.09% |
| 150 | ITW | Illinois Tool W... | 245.68 | -0.38% | 3.56K | +0.03% | 902.61K | 250.22 | 0.09% |