Keystone Financial Group Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$588.0B

Holdings

302

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (302 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P
136,683$60K0.00%
2
AAPLAPPLE INC
197,296$38K0.00%
3
FTCSFIRST TRUST
306,636$23K0.00%
4
ITOTISHARES CORE
217,544$21K0.00%
5
CFOVICTORYSHARES US
314,217$19K0.00%
6
VTIVANGUARD TOTAL
75,974$16K0.00%
7
MSFTMICROSOFT CORP
44,412$15K0.00%
8
USFRWISDOMTREE FLOATING
308,044$15K0.00%
9
CDCVICTORYSHARES U S
214,990$12K0.00%
10
VOOVANGUARD S&P
25,618$10K0.00%
11
VTVVANGUARD VALUE
70,520$10K0.00%
12
RSPINVESCO S&P
71,139$10K0.00%
13
BRK/BBERKSHIRE HATHAWAY
28,479$9K0.00%
14
BRK-BBERKSHIRE HATHAWAY
17$8K0.00%
15
TSLATESLA INC
31,911$8K0.00%
16
RDVYFIRST TRUST
151,947$7K0.00%
17
AMZNAMAZON COM
55,498$7K0.00%
18
SPHDINVESCO S&P
167,198$6K0.00%
19
NVDANVIDIA CORP
14,872$6K0.00%
20
MDYVSPDR SERIES
88,907$6K0.00%
21
XLVSECTOR HEALTHCARE
44,932$5K0.00%
22
LMBSFIRST TRUST
119,703$5K0.00%
23
PGPROCTER & GAMBLE
35,560$5K0.00%
24
USMVISHARES MSCI
67,243$4K0.00%
25
XOMEXXON MOBIL
45,885$4K0.00%
26
GOOGALPHABET INC
37,409$4K0.00%
27
VIGVANGUARD DIVIDEND
26,243$4K0.00%
28
JNJJOHNSON & JOHNSON
28,154$4K0.00%
29
NDQINVESCO QQQ
12,191$4K0.00%
30
AMDADVANCED MICRO
41,853$4K0.00%
31
SPYGSPDR PORTFOLIO
63,129$3K0.00%
32
PEPPEPSICO INC
16,663$3K0.00%
33
TOTLSPDR DOUBLELINE
76,715$3K0.00%
34
IVVISHARES CORE
8,968$3K0.00%
35
VUGVANGUARD GROWTH
13,172$3K0.00%
36
SPYMSPDR PORTFOLIO
75,216$3K0.00%
37
VOOGVANGUARD S&P
12,040$3K0.00%
38
MDYSPDR S&P
6,309$3K0.00%
39
METAMETA PLATFORMS
13,762$3K0.00%
40
VOVANGUARD MID
14,036$3K0.00%
41
VBVANGUARD SMALL
16,349$3K0.00%
42
MRKMERCK & COMPANY
26,844$3K0.00%
43
PFFISHARES U S
125,439$3K0.00%
44
DONSPDR DOW
7,735$2K0.00%
45
BABOEING COMPANY
13,961$2K0.00%
46
DGROISHARES CORE
51,318$2K0.00%
47
GOOGLALPHABET INC
24,363$2K0.00%
48
WFC 7.5 PERP LWELLS FARGO
2,576$2K0.00%
49
ABBVABBVIE INC
15,615$2K0.00%
50
IVOOVANGUARD S&P
28,474$2K0.00%
51
BNDVANGUARD TOTAL
36,766$2K0.00%
52
MCDMCDONALDS CORP
8,441$2K0.00%
53
IJRISHARES CORE
26,086$2K0.00%
54
VIOOVANGUARD S&P
25,207$2K0.00%
55
FAIFIRST TRUST
48,691$2K0.00%
56
ABTABBOTT LABORATORIES
18,687$2K0.00%
57
XLESECTOR ENERGY
31,111$2K0.00%
58
VOOVVANGUARD S&P
17,374$2K0.00%
59
IUSGISHARES S&P
22,106$2K0.00%
60
JPMJPMORGAN CHASE
17,575$2K0.00%
61
VSDAVICTORYSHARES DIVIDEND
32,633$1K0.00%
62
HDHOME DEPOT
6,073$1K0.00%
63
NKENIKE INC
10,099$1K0.00%
64
IPINTL PAPER
45,606$1K0.00%
65
SPSMSPDR PORTFOLIO
25,923$1K0.00%
66
PLTRPALANTIR TECHNOLOGIES
117,883$1K0.00%
67
KOCOCA COLA COMPANY
23,774$1K0.00%
68
DISWALT DISNEY
16,532$1K0.00%
69
MTUMISHARES MSCI
8,506$1K0.00%
70
AQLTISHARES CORE
25,646$1K0.00%
71
CSCOCISCO SYSTEMS
25,051$1K0.00%
72
IXNISHARES GLOBAL
31,053$1K0.00%
73
XMPTVANECK CEF
50,762$1K0.00%
74
SCHGSCHWAB US
22,012$1K0.00%
75
IEMGISHARES CORE
24,622$1K0.00%
76
XLFSECTOR FINANCIAL
56,449$1K0.00%
77
VVISA INC
4,592$1K0.00%
78
VGTVANGUARD INFORMATION
2,398$1K0.00%
79
CMGCHIPOTLE MEXICAN
559$1K0.00%
80
QUALISHARES MSCI
12,083$1K0.00%
81
NSCNORFOLK SOUTHERN
5,486$1K0.00%
82
UPSUNITED PARCEL
7,594$1K0.00%
83
JQUAJPMORGAN US
34,140$1K0.00%
84
WMTWALMART INC
7,739$1K0.00%
85
ULUNILEVER PLC
20,183$1K0.00%
86
CVXCHEVRON CORP
10,789$1K0.00%
87
VYMVANGUARD HIGH
16,875$1K0.00%
88
CFAVICTORYSHARES US
17,122$1K0.00%
89
TAT&T INC
93,376$1K0.00%
90
MLNVANECK LONG
69,143$1K0.00%
91
PFEPFIZER INC
32,233$1K0.00%
92
SPIPSPDR TIPS
55,357$1K0.00%
93
IJHISHARES CORE
5,648$1K0.00%
94
4I1PHILIP MORRIS
16,271$1K0.00%
95
SPYVSPDR PORTFOLIO
43,960$1K0.00%
96
LOWLOWES COMPANIES
5,892$1K0.00%
97
HYMBSPDR NUVEEN
47,344$1K0.00%
98
SDOGALPS SECTOR
7,858$00.00%
99
LLYELI LILLY
1,859$00.00%
100
VEAVANGUARD FTSE
19,742$00.00%
Page 1 of 4Next