Keystone Financial Group
CIK Number: 0001729299
Main Sectors:
Top Industries:
Filing Date: Aug 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 660.69 | -0.67% | 120.14K | -4.34% | 74.28M | 573.69 | 6.70% | Share |
| 2 | AAPL | Apple Inc. | 247.45 | -0.76% | 354.16K | +2.40% | 74.03M | 218.15 | 6.68% | Share |
| 3 | SPLG | SPDR Portfolio ... | 77.72 | -0.66% | 506.95K | -14.68% | 36.85M | 67.53 | 3.32% | Share |
| 4 | NVDA | NVIDIA Corporat... | 181.81 | +1.10% | 216.43K | +1.87% | 35.54M | 72.15 | 3.21% | Share |
| 5 | VTI | Vanguard Total ... | 325.76 | -0.8% | 114.75K | +6.34% | 34.88M | 284.51 | 3.15% | Share |
| 6 | PLTR | Palantir Techno... | 178.12 | -0.84% | 248.77K | +0.54% | 34.01M | 24.87 | 3.07% | Share |
| 7 | SPYG | SPDR Portfolio ... | 103.72 | -0.49% | 338.47K | -10.55% | 32.26M | 83.09 | 2.91% | Share |
| 8 | TSLA | Tesla, Inc. | 428.75 | -1.47% | 86.23K | +2.64% | 28.61M | 351.26 | 2.58% | Share |
| 9 | VFLO | VictoryShares F... | 36.97 | -0.7% | 777.88K | +7.86% | 27.5M | 34.19 | 2.48% | Share |
| 10 | MSFT | Microsoft Corpo... | 511.61 | -0.35% | 49.46K | +0.19% | 24.69M | 349.74 | 2.23% | Share |
| 11 | META | Meta Platforms,... | 712.07 | -0.76% | 31.58K | +1.08% | 23.82M | 464.59 | 2.15% | Share |
| 12 | AMZN | Amazon.com, Inc... | 214.47 | -0.51% | 93.96K | +2.33% | 20.67M | 172.79 | 1.86% | Share |
| 13 | VOO | Vanguard S&P 50... | 607.40 | -0.66% | 34.4K | +4.77% | 19.63M | 529.51 | 1.77% | Share |
| 14 | JQUA | JPMorgan U.S. Q... | 61.88 | -0.78% | 324.33K | +0.06% | 19.48M | 56.61 | 1.76% | Share |
| 15 | BRK-B | Berkshire Hatha... | 488.76 | -1.54% | 39.77K | +16.24% | 19.26M | 381.4 | 1.74% | Share |
| 16 | DYNF | iShares U.S. Eq... | 58.52 | -0.86% | 351.73K | +0.39% | 19.16M | 49.82 | 1.73% | Share |
| 17 | JPM | JPMorgan Chase ... | 298.80 | -2.25% | 54.28K | +2.53% | 15.73M | 206.17 | 1.42% | Share |
| 18 | BRK-A | Berkshire Hatha... | 733032.25 | -1.48% | 17 | 0.00% | 12.14M | 554880.41 | 1.10% | Share |
| 19 | AMD | Advanced Micro ... | 234.56 | -1.69% | 76.36K | +2.51% | 12.02M | 117.56 | 1.08% | Share |
| 20 | QQQ | Invesco QQQ Tru... | 599.99 | -0.37% | 20.59K | +11.72% | 11.36M | 494.5 | 1.02% | Share |
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