Keystone Financial Group Q3 2023 Filing

Filed November 6, 2023

Portfolio Value

$597.1B

Holdings

300

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P
136,087$58K0.00%
2
SPYMSPDR PORTFOLIO
681,259$34K0.00%
3
AAPLAPPLE INC
196,936$33K0.00%
4
ITOTISHARES CORE
220,314$20K0.00%
5
USFRWISDOMTREE FLOATING
359,265$18K0.00%
6
FTCSFIRST TRUST
235,398$17K0.00%
7
VTIVANGUARD TOTAL
82,599$17K0.00%
8
MSFTMICROSOFT CORP
45,930$14K0.00%
9
CFOVICTORYSHARES US
203,992$12K0.00%
10
SPYGSPDR PORTFOLIO
211,083$12K0.00%
11
VOOVANGUARD S&P
26,155$10K0.00%
12
BRK/BBERKSHIRE HATHAWAY
29,435$10K0.00%
13
BRK-BBERKSHIRE HATHAWAY
17$9K0.00%
14
SPYVSPDR PORTFOLIO
241,534$9K0.00%
15
VTVVANGUARD VALUE
65,888$9K0.00%
16
TSLATESLA INC
33,635$8K0.00%
17
JQUAJPMORGAN US
207,238$8K0.00%
18
AMZNAMAZON COM
55,954$7K0.00%
19
CDCVICTORYSHARES U S
119,803$6K0.00%
20
NVDANVIDIA CORP
15,113$6K0.00%
21
SPHDINVESCO S&P
173,858$6K0.00%
22
PGPROCTER & GAMBLE
35,965$5K0.00%
23
XOMEXXON MOBIL
45,090$5K0.00%
24
LMBSFIRST TRUST
118,319$5K0.00%
25
METAMETA PLATFORMS
14,057$4K0.00%
26
NDQINVESCO QQQ
13,389$4K0.00%
27
VUGVANGUARD GROWTH
14,746$4K0.00%
28
VIGVANGUARD DIVIDEND
26,902$4K0.00%
29
JNJJOHNSON & JOHNSON
26,330$4K0.00%
30
AMDADVANCED MICRO
41,486$4K0.00%
31
GOOGALPHABET INC
37,020$4K0.00%
32
IVVISHARES CORE
9,101$3K0.00%
33
VOVANGUARD MID
14,679$3K0.00%
34
RSPINVESCO S&P
21,794$3K0.00%
35
GOOGLALPHABET INC
24,911$3K0.00%
36
USMVISHARES MSCI
55,061$3K0.00%
37
SPLVINVESCO EXCHANGE
55,594$3K0.00%
38
VOOGVANGUARD S&P
12,344$3K0.00%
39
PFFISHARES U S
125,012$3K0.00%
40
VBVANGUARD SMALL
16,800$3K0.00%
41
WFC 7.5 PERP LWELLS FARGO
2,585$2K0.00%
42
BABOEING COMPANY
14,020$2K0.00%
43
SPMDSPDR PORTFOLIO
47,289$2K0.00%
44
VOOVVANGUARD S&P
18,037$2K0.00%
45
XLESECTOR ENERGY
30,386$2K0.00%
46
ABBVABBVIE INC
15,218$2K0.00%
47
IVOOVANGUARD S&P
28,469$2K0.00%
48
DGROISHARES CORE
56,824$2K0.00%
49
SPTLSPDR PORTFOLIO
107,443$2K0.00%
50
IJRISHARES CORE
24,749$2K0.00%
51
PEPPEPSICO INC
16,746$2K0.00%
52
BNDVANGUARD TOTAL
40,426$2K0.00%
53
MDYSPDR S&P
6,309$2K0.00%
54
MCDMCDONALDS CORP
8,496$2K0.00%
55
VIOOVANGUARD S&P
25,207$2K0.00%
56
DONSPDR DOW
6,508$2K0.00%
57
TOTLSPDR DOUBLELINE
75,328$2K0.00%
58
PLTRPALANTIR TECHNOLOGIES
144,208$2K0.00%
59
SPMBSPDR MORTGAGE
96,515$2K0.00%
60
MRKMERCK & COMPANY
26,783$2K0.00%
61
SPIPSPDR TIPS
88,396$2K0.00%
62
JPMJPMORGAN CHASE
18,551$2K0.00%
63
HDHOME DEPOT
6,018$1K0.00%
64
GRIDFIRST TRUST
20,481$1K0.00%
65
IPINTL PAPER
45,458$1K0.00%
66
IXNISHARES GLOBAL
29,688$1K0.00%
67
VGTVANGUARD INFORMATION
2,413$1K0.00%
68
NSCNORFOLK SOUTHERN
5,826$1K0.00%
69
TAT&T INC
95,058$1K0.00%
70
MLNVANECK LONG
69,143$1K0.00%
71
CSCOCISCO SYSTEMS
25,331$1K0.00%
72
ULUNILEVER PLC
21,113$1K0.00%
73
MTUMISHARES MSCI
7,491$1K0.00%
74
XLVSECTOR HEALTHCARE
9,929$1K0.00%
75
FMBFIRST TRUST
26,523$1K0.00%
76
PFEPFIZER INC
34,370$1K0.00%
77
RDVYFIRST TRUST
36,703$1K0.00%
78
XLFSECTOR FINANCIAL
56,348$1K0.00%
79
QUALISHARES MSCI
12,715$1K0.00%
80
FAIFIRST TRUST
25,225$1K0.00%
81
LLYELI LILLY
2,527$1K0.00%
82
VSDAVICTORYSHARES DIVIDEND
29,240$1K0.00%
83
CFAVICTORYSHARES US
17,980$1K0.00%
84
ABTABBOTT LABORATORIES
18,302$1K0.00%
85
UPSUNITED PARCEL
7,631$1K0.00%
86
WMTWALMART INC
7,785$1K0.00%
87
LOWLOWES COMPANIES
5,960$1K0.00%
88
CVXCHEVRON CORP
11,740$1K0.00%
89
SCHGSCHWAB US
21,210$1K0.00%
90
IUSGISHARES S&P
12,302$1K0.00%
91
VYMVANGUARD HIGH
17,602$1K0.00%
92
CMGCHIPOTLE MEXICAN
560$1K0.00%
93
AQLTISHARES CORE
26,245$1K0.00%
94
4I1PHILIP MORRIS
16,230$1K0.00%
95
IJHISHARES CORE
4,575$1K0.00%
96
IEMGISHARES CORE
25,085$1K0.00%
97
HYMBSPDR NUVEEN
47,344$1K0.00%
98
KOCOCA COLA COMPANY
24,821$1K0.00%
99
VVISA INC
4,363$1K0.00%
100
FVCFIRST TRUST
16,927$00.00%
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