Keystone Financial Group Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$575.2B
Holdings
298
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (298 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P | 133,661 | $63K | 0.00% | |
| 2 | SPYMSPDR PORTFOLIO | 799,446 | $44K | 0.00% | |
| 3 | AAPLAPPLE INC | 193,120 | $37K | 0.00% | |
| 4 | VTIVANGUARD TOTAL | 98,295 | $23K | 0.00% | |
| 5 | MSFTMICROSOFT CORP | 43,656 | $16K | 0.00% | |
| 6 | SPYGSPDR PORTFOLIO | 226,983 | $14K | 0.00% | |
| 7 | SPYVSPDR PORTFOLIO | 258,918 | $12K | 0.00% | |
| 8 | JQUAJPMORGAN US | 234,327 | $11K | 0.00% | |
| 9 | VOOVANGUARD S&P | 25,917 | $11K | 0.00% | |
| 10 | VTVVANGUARD VALUE | 65,607 | $9K | 0.00% | |
| 11 | BRK-BBERKSHIRE HATHAWAY | 17 | $9K | 0.00% | |
| 12 | BRK/BBERKSHIRE HATHAWAY | 26,980 | $9K | 0.00% | |
| 13 | AMZNAMAZON COM | 51,763 | $7K | 0.00% | |
| 14 | NVDANVIDIA CORP | 15,067 | $7K | 0.00% | |
| 15 | TSLATESLA INC | 24,847 | $6K | 0.00% | |
| 16 | CFOVICTORYSHARES US | 107,941 | $6K | 0.00% | |
| 17 | AMDADVANCED MICRO | 39,449 | $5K | 0.00% | |
| 18 | NDQINVESCO QQQ | 12,883 | $5K | 0.00% | |
| 19 | PGPROCTER & GAMBLE | 37,481 | $5K | 0.00% | |
| 20 | BNDVANGUARD TOTAL | 77,881 | $5K | 0.00% | |
| 21 | XOMEXXON MOBIL | 45,087 | $4K | 0.00% | |
| 22 | IVVISHARES CORE | 8,952 | $4K | 0.00% | |
| 23 | VIGVANGUARD DIVIDEND | 27,533 | $4K | 0.00% | |
| 24 | GOOGALPHABET INC | 34,756 | $4K | 0.00% | |
| 25 | XLGINVESCO S&P | 122,153 | $4K | 0.00% | |
| 26 | XLESECTOR ENERGY | 56,898 | $4K | 0.00% | |
| 27 | METAMETA PLATFORMS | 13,388 | $4K | 0.00% | |
| 28 | VUGVANGUARD GROWTH | 14,939 | $4K | 0.00% | |
| 29 | GOOGLALPHABET INC | 24,122 | $3K | 0.00% | |
| 30 | VBVANGUARD SMALL | 17,058 | $3K | 0.00% | |
| 31 | WFC 7.5 PERP LWELLS FARGO | 2,593 | $3K | 0.00% | |
| 32 | VOVANGUARD MID | 15,256 | $3K | 0.00% | |
| 33 | JNJJOHNSON & JOHNSON | 23,855 | $3K | 0.00% | |
| 34 | SPLVINVESCO EXCHANGE | 48,892 | $3K | 0.00% | |
| 35 | ITOTISHARES CORE | 37,170 | $3K | 0.00% | |
| 36 | USFRWISDOMTREE FLOATING | 66,817 | $3K | 0.00% | |
| 37 | VOOVVANGUARD S&P | 18,501 | $3K | 0.00% | |
| 38 | BABOEING COMPANY | 13,585 | $3K | 0.00% | |
| 39 | VOOGVANGUARD S&P | 12,843 | $3K | 0.00% | |
| 40 | RSPINVESCO S&P | 22,933 | $3K | 0.00% | |
| 41 | SPTLSPDR PORTFOLIO | 113,825 | $3K | 0.00% | |
| 42 | JPMJPMORGAN CHASE | 18,814 | $3K | 0.00% | |
| 43 | VIOOVANGUARD S&P | 25,307 | $2K | 0.00% | |
| 44 | IJRISHARES CORE | 22,532 | $2K | 0.00% | |
| 45 | CDCVICTORYSHARES U S | 50,433 | $2K | 0.00% | |
| 46 | MCDMCDONALDS CORP | 8,995 | $2K | 0.00% | |
| 47 | DONSPDR DOW | 6,314 | $2K | 0.00% | |
| 48 | SPIPSPDR TIPS | 86,676 | $2K | 0.00% | |
| 49 | TCAFT ROWE | 89,346 | $2K | 0.00% | |
| 50 | USMVISHARES MSCI | 35,577 | $2K | 0.00% | |
| 51 | PEPPEPSICO INC | 16,434 | $2K | 0.00% | |
| 52 | DGROISHARES CORE | 55,368 | $2K | 0.00% | |
| 53 | SPMBSPDR MORTGAGE | 100,755 | $2K | 0.00% | |
| 54 | IVOOVANGUARD S&P | 28,513 | $2K | 0.00% | |
| 55 | MRKMERCK & COMPANY | 25,796 | $2K | 0.00% | |
| 56 | ABBVABBVIE INC | 14,763 | $2K | 0.00% | |
| 57 | GRIDFIRST TRUST | 20,709 | $2K | 0.00% | |
| 58 | MDYSPDR S&P | 5,857 | $2K | 0.00% | |
| 59 | PLTRPALANTIR TECHNOLOGIES | 154,488 | $2K | 0.00% | |
| 60 | CSCOCISCO SYSTEMS | 23,889 | $1K | 0.00% | |
| 61 | AQLTISHARES CORE | 25,909 | $1K | 0.00% | |
| 62 | SCHGSCHWAB US | 20,327 | $1K | 0.00% | |
| 63 | RDVYFIRST TRUST | 35,901 | $1K | 0.00% | |
| 64 | FMBFIRST TRUST | 31,097 | $1K | 0.00% | |
| 65 | VSDAVICTORYSHARES DIVIDEND | 28,602 | $1K | 0.00% | |
| 66 | LLYELI LILLY | 2,393 | $1K | 0.00% | |
| 67 | VGTVANGUARD INFORMATION | 2,099 | $1K | 0.00% | |
| 68 | XLFSECTOR FINANCIAL | 52,585 | $1K | 0.00% | |
| 69 | ABTABBOTT LABORATORIES | 16,779 | $1K | 0.00% | |
| 70 | FAIFIRST TRUST | 24,260 | $1K | 0.00% | |
| 71 | LOWLOWES COMPANIES | 5,465 | $1K | 0.00% | |
| 72 | PFEPFIZER INC | 37,909 | $1K | 0.00% | |
| 73 | KOCOCA COLA COMPANY | 25,480 | $1K | 0.00% | |
| 74 | IUSGISHARES S&P | 10,327 | $1K | 0.00% | |
| 75 | CMGCHIPOTLE MEXICAN | 531 | $1K | 0.00% | |
| 76 | UPSUNITED PARCEL | 7,407 | $1K | 0.00% | |
| 77 | CFAVICTORYSHARES US | 14,413 | $1K | 0.00% | |
| 78 | 4I1PHILIP MORRIS | 15,612 | $1K | 0.00% | |
| 79 | IJHISHARES CORE | 3,938 | $1K | 0.00% | |
| 80 | CVXCHEVRON CORP | 11,217 | $1K | 0.00% | |
| 81 | NSCNORFOLK SOUTHERN | 5,818 | $1K | 0.00% | |
| 82 | IXNISHARES GLOBAL | 26,797 | $1K | 0.00% | |
| 83 | HDHOME DEPOT | 5,728 | $1K | 0.00% | |
| 84 | TAT&T INC | 67,166 | $1K | 0.00% | |
| 85 | QUALISHARES MSCI | 12,244 | $1K | 0.00% | |
| 86 | IPINTL PAPER | 45,204 | $1K | 0.00% | |
| 87 | NFLXNETFLIX INC | 2,215 | $1K | 0.00% | |
| 88 | VVISA INC | 4,290 | $1K | 0.00% | |
| 89 | ULUNILEVER PLC | 21,529 | $1K | 0.00% | |
| 90 | WMTWALMART INC | 7,277 | $1K | 0.00% | |
| 91 | VYMVANGUARD HIGH | 16,782 | $1K | 0.00% | |
| 92 | ABGCENCORA INC | 1,138 | $0 | 0.00% | |
| 93 | BSCOINVESCO BULLETSHARES | 14,320 | $0 | 0.00% | |
| 94 | MUMICRON TECHNOLOGY INC | 3,345 | $0 | 0.00% | |
| 95 | SHMSPDR NUVEEN | 7,588 | $0 | 0.00% | |
| 96 | SDOGALPS SECTOR | 7,423 | $0 | 0.00% | |
| 97 | KKRKKR & CO | 2,505 | $0 | 0.00% | |
| 98 | VEAVANGUARD FTSE | 18,134 | $0 | 0.00% | |
| 99 | PPLPPL CORP | 10,748 | $0 | 0.00% | |
| 100 | DNPDNP SELECT | 70,559 | $0 | 0.00% |
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