Keystone Financial Group Q1 2024 Filing

Filed May 8, 2024

Portfolio Value

$686.5B

Holdings

347

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (347 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P
138,467$72K0.00%
2
SPYMSPDR PORTFOLIO
607,588$37K0.00%
3
AAPLAPPLE INC
202,102$34K0.00%
4
VTIVANGUARD TOTAL
100,974$26K0.00%
5
SPYGSPDR PORTFOLIO
335,790$24K0.00%
6
MSFTMICROSOFT CORP
47,391$19K0.00%
7
SPYVSPDR PORTFOLIO
368,859$18K0.00%
8
VOOVANGUARD S&P
36,066$17K0.00%
9
JQUAJPMORGAN US
246,564$13K0.00%
10
NVDANVIDIA CORP
15,059$13K0.00%
11
BRK/BBERKSHIRE HATHAWAY
29,938$12K0.00%
12
DYNFBLACKROCK U S
233,294$10K0.00%
13
BRK-BBERKSHIRE HATHAWAY
17$10K0.00%
14
VTVVANGUARD VALUE
63,929$10K0.00%
15
AMZNAMAZON COM
50,985$9K0.00%
16
CFOVICTORYSHARES US
108,590$7K0.00%
17
NDQINVESCO QQQ
15,977$7K0.00%
18
AMDADVANCED MICRO
39,169$7K0.00%
19
IVVISHARES CORE
11,832$6K0.00%
20
METAMETA PLATFORMS
13,412$6K0.00%
21
VIGVANGUARD DIVIDEND
28,627$5K0.00%
22
PGPROCTER & GAMBLE
36,304$5K0.00%
23
VUGVANGUARD GROWTH
15,483$5K0.00%
24
GOOGALPHABET INC
35,970$5K0.00%
25
BNDVANGUARD TOTAL
79,508$5K0.00%
26
XOMEXXON MOBIL
49,032$5K0.00%
27
XLESECTOR ENERGY
57,657$5K0.00%
28
VBVANGUARD SMALL
17,562$4K0.00%
29
TSLATESLA INC
26,158$4K0.00%
30
VOOGVANGUARD S&P
13,394$4K0.00%
31
ITOTISHARES CORE
37,504$4K0.00%
32
JPMJPMORGAN CHASE
20,873$4K0.00%
33
GOOGLALPHABET INC
27,250$4K0.00%
34
LOWLOWES COMPANIES
13,425$3K0.00%
35
BINCBLACKROCK FLEXIBLE
58,278$3K0.00%
36
MDYSPDR S&P
5,984$3K0.00%
37
IVOOVANGUARD S&P
29,292$3K0.00%
38
WFC 7.5 PERP LWELLS FARGO
2,602$3K0.00%
39
SPTLSPDR PORTFOLIO
127,030$3K0.00%
40
VOVANGUARD MID
15,885$3K0.00%
41
RSPINVESCO S&P
21,783$3K0.00%
42
TCAFT ROWE
123,606$3K0.00%
43
USMVISHARES MSCI
39,986$3K0.00%
44
JNJJOHNSON & JOHNSON
23,817$3K0.00%
45
VOOVVANGUARD S&P
19,473$3K0.00%
46
PLTRPALANTIR TECHNOLOGIES
172,193$3K0.00%
47
MRKMERCK & COMPANY
26,492$3K0.00%
48
DGROISHARES CORE
53,653$3K0.00%
49
CVXCHEVRON CORP
12,906$2K0.00%
50
PEPPEPSICO INC
17,057$2K0.00%
51
ABBVABBVIE INC
16,428$2K0.00%
52
MCDMCDONALDS CORP
9,333$2K0.00%
53
QUALISHARES MSCI
12,788$2K0.00%
54
IJRISHARES CORE
25,667$2K0.00%
55
CDCVICTORYSHARES U S
46,084$2K0.00%
56
GRIDFIRST TRUST
20,674$2K0.00%
57
VVISA INC
7,440$2K0.00%
58
VIOOVANGUARD S&P
26,022$2K0.00%
59
DONSPDR DOW
7,478$2K0.00%
60
HDHOME DEPOT
5,855$2K0.00%
61
HEFAISHARES CURRENCY
80,449$2K0.00%
62
VYMVANGUARD HIGH
17,053$2K0.00%
63
SPIPSPDR TIPS
92,560$2K0.00%
64
LLYELI LILLY
3,511$2K0.00%
65
RDVYFIRST TRUST
38,841$2K0.00%
66
XLFSECTOR FINANCIAL
53,796$2K0.00%
67
CFAVICTORYSHARES US
27,327$2K0.00%
68
SPMBSPDR MORTGAGE
118,137$2K0.00%
69
BABOEING COMPANY
13,232$2K0.00%
70
CMGCHIPOTLE MEXICAN
533$1K0.00%
71
NFLXNETFLIX INC
2,362$1K0.00%
72
MPCMARATHON PETROLEUM
7,986$1K0.00%
73
CSCOCISCO SYSTEMS
24,565$1K0.00%
74
SOXXISHARES SEMICONDUCTOR
4,672$1K0.00%
75
IQLTISHARES MSCI
32,404$1K0.00%
76
XLVSECTOR HEALTHCARE
7,063$1K0.00%
77
SCHGSCHWAB US
19,254$1K0.00%
78
FMBFIRST TRUST
31,287$1K0.00%
79
MTUMISHARES MSCI
5,396$1K0.00%
80
UNHUNITEDHEALTH GROUP
2,364$1K0.00%
81
WMTWALMART INC
19,261$1K0.00%
82
KOCOCA COLA COMPANY
29,079$1K0.00%
83
VSDAVICTORYSHARES DIVIDEND
28,190$1K0.00%
84
BACBANK AMERICA
30,451$1K0.00%
85
DISWALT DISNEY
8,213$1K0.00%
86
FAIFIRST TRUST
29,025$1K0.00%
87
STXSEAGATE TECHNOLOGY
10,801$1K0.00%
88
ABTABBOTT LABORATORIES
16,677$1K0.00%
89
PFEPFIZER INC
52,124$1K0.00%
90
IXNISHARES GLOBAL
25,759$1K0.00%
91
XLKSECTOR TECHNOLOGY
6,988$1K0.00%
92
UPSUNITED PARCEL
8,099$1K0.00%
93
IUSGISHARES S&P
10,361$1K0.00%
94
SDVYFIRST TRUST
37,676$1K0.00%
95
FTCSFIRST TRUST
12,689$1K0.00%
96
AQLTISHARES CORE
25,007$1K0.00%
97
TAT&T INC
61,377$1K0.00%
98
IEMGISHARES CORE
27,164$1K0.00%
99
VGTVANGUARD INFORMATION
2,110$1K0.00%
100
4I1PHILIP MORRIS
16,305$1K0.00%
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