Keystone Financial Group 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KF Keystone Financial Group | Institutional Filer | ▲ 8.08% | $1.46B | 524 |
Current Portfolio Holdings
Showing all 524 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 341K | $87.9M | 6.02% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 116K | $78.6M | 5.38% |
| 3 | SPYM | SPDR SERIES TRUST | — | 714K | $54.7M | 3.74% |
| 4 | VFLO | VICTORY PORTFOLIOS II | — | 1.1M | $42.6M | 2.92% |
| 5 | STX | Seagate Technology Holdings plc | Technology | 63K | $40.2M | 2.75% |
| 6 | NVDA | NVIDIA Corporation | Technology | 216K | $39.2M | 2.68% |
| 7 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | — | 121K | $39.1M | 2.68% |
| 8 | PLTR | Palantir Technologies Inc. | Technology | 266K | $38.9M | 2.66% |
| 9 | SPYG | STATE STREET | — | 383K | $37.5M | 2.56% |
| 10 | TSLA | Tesla, Inc. | Consumer Cyclical | 94K | $35.5M | 2.43% |
| 11 | DYNF | BLACKROCK ETF TRUST | — | 542K | $31.6M | 2.16% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 99K | $23.7M | 1.62% |
| 13 | AMD | Advanced Micro Devices, Inc. | Technology | 80K | $23.5M | 1.61% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 47K | $22.4M | 1.53% |
| 15 | VOO | VANGUARD S&P 500 ETF | — | 36K | $21.9M | 1.50% |
Showing 1 to 15 of 524 holdings