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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P | 138,467 | $72K | 0.00% | |
| 2 | SPYMSPDR PORTFOLIO | 607,588 | $37K | 0.00% | |
| 3 | AAPLAPPLE INC | 202,102 | $34K | 0.00% | |
| 4 | VTIVANGUARD TOTAL | 100,974 | $26K | 0.00% | |
| 5 | SPYGSPDR PORTFOLIO | 335,790 | $24K | 0.00% | |
| 6 | MSFTMICROSOFT CORP | 47,391 | $19K | 0.00% | |
| 7 | SPYVSPDR PORTFOLIO | 368,859 | $18K | 0.00% | |
| 8 | VOOVANGUARD S&P | 36,066 | $17K | 0.00% | |
| 9 | JQUAJPMORGAN US | 246,564 | $13K | 0.00% | |
| 10 | NVDANVIDIA CORP | 15,059 | $13K | 0.00% | |
| 11 | BRK/BBERKSHIRE HATHAWAY | 29,938 | $12K | 0.00% | |
| 12 | DYNFBLACKROCK U S | 233,294 | $10K | 0.00% | |
| 13 | BRK-BBERKSHIRE HATHAWAY | 17 | $10K | 0.00% | |
| 14 | VTVVANGUARD VALUE | 63,929 | $10K | 0.00% | |
| 15 | AMZNAMAZON COM | 50,985 | $9K | 0.00% | |
| 16 | CFOVICTORYSHARES US | 108,590 | $7K | 0.00% | |
| 17 | NDQINVESCO QQQ | 15,977 | $7K | 0.00% | |
| 18 | AMDADVANCED MICRO | 39,169 | $7K | 0.00% | |
| 19 | IVVISHARES CORE | 11,832 | $6K | 0.00% | |
| 20 | METAMETA PLATFORMS | 13,412 | $6K | 0.00% | |
| 21 | VIGVANGUARD DIVIDEND | 28,627 | $5K | 0.00% | |
| 22 | PGPROCTER & GAMBLE | 36,304 | $5K | 0.00% | |
| 23 | VUGVANGUARD GROWTH | 15,483 | $5K | 0.00% | |
| 24 | GOOGALPHABET INC | 35,970 | $5K | 0.00% | |
| 25 | BNDVANGUARD TOTAL | 79,508 | $5K | 0.00% | |
| 26 | XOMEXXON MOBIL | 49,032 | $5K | 0.00% | |
| 27 | XLESECTOR ENERGY | 57,657 | $5K | 0.00% | |
| 28 | VBVANGUARD SMALL | 17,562 | $4K | 0.00% | |
| 29 | TSLATESLA INC | 26,158 | $4K | 0.00% | |
| 30 | VOOGVANGUARD S&P | 13,394 | $4K | 0.00% | |
| 31 | ITOTISHARES CORE | 37,504 | $4K | 0.00% | |
| 32 | JPMJPMORGAN CHASE | 20,873 | $4K | 0.00% | |
| 33 | GOOGLALPHABET INC | 27,250 | $4K | 0.00% | |
| 34 | LOWLOWES COMPANIES | 13,425 | $3K | 0.00% | |
| 35 | BINCBLACKROCK FLEXIBLE | 58,278 | $3K | 0.00% | |
| 36 | MDYSPDR S&P | 5,984 | $3K | 0.00% | |
| 37 | IVOOVANGUARD S&P | 29,292 | $3K | 0.00% | |
| 38 | WFC 7.5 PERP LWELLS FARGO | 2,602 | $3K | 0.00% | |
| 39 | SPTLSPDR PORTFOLIO | 127,030 | $3K | 0.00% | |
| 40 | VOVANGUARD MID | 15,885 | $3K | 0.00% | |
| 41 | RSPINVESCO S&P | 21,783 | $3K | 0.00% | |
| 42 | TCAFT ROWE | 123,606 | $3K | 0.00% | |
| 43 | USMVISHARES MSCI | 39,986 | $3K | 0.00% | |
| 44 | JNJJOHNSON & JOHNSON | 23,817 | $3K | 0.00% | |
| 45 | VOOVVANGUARD S&P | 19,473 | $3K | 0.00% | |
| 46 | PLTRPALANTIR TECHNOLOGIES | 172,193 | $3K | 0.00% | |
| 47 | MRKMERCK & COMPANY | 26,492 | $3K | 0.00% | |
| 48 | DGROISHARES CORE | 53,653 | $3K | 0.00% | |
| 49 | CVXCHEVRON CORP | 12,906 | $2K | 0.00% | |
| 50 | PEPPEPSICO INC | 17,057 | $2K | 0.00% | |
| 51 | ABBVABBVIE INC | 16,428 | $2K | 0.00% | |
| 52 | MCDMCDONALDS CORP | 9,333 | $2K | 0.00% | |
| 53 | QUALISHARES MSCI | 12,788 | $2K | 0.00% | |
| 54 | IJRISHARES CORE | 25,667 | $2K | 0.00% | |
| 55 | CDCVICTORYSHARES U S | 46,084 | $2K | 0.00% | |
| 56 | GRIDFIRST TRUST | 20,674 | $2K | 0.00% | |
| 57 | VVISA INC | 7,440 | $2K | 0.00% | |
| 58 | VIOOVANGUARD S&P | 26,022 | $2K | 0.00% | |
| 59 | DONSPDR DOW | 7,478 | $2K | 0.00% | |
| 60 | HDHOME DEPOT | 5,855 | $2K | 0.00% | |
| 61 | HEFAISHARES CURRENCY | 80,449 | $2K | 0.00% | |
| 62 | VYMVANGUARD HIGH | 17,053 | $2K | 0.00% | |
| 63 | SPIPSPDR TIPS | 92,560 | $2K | 0.00% | |
| 64 | LLYELI LILLY | 3,511 | $2K | 0.00% | |
| 65 | RDVYFIRST TRUST | 38,841 | $2K | 0.00% | |
| 66 | XLFSECTOR FINANCIAL | 53,796 | $2K | 0.00% | |
| 67 | CFAVICTORYSHARES US | 27,327 | $2K | 0.00% | |
| 68 | SPMBSPDR MORTGAGE | 118,137 | $2K | 0.00% | |
| 69 | BABOEING COMPANY | 13,232 | $2K | 0.00% | |
| 70 | CMGCHIPOTLE MEXICAN | 533 | $1K | 0.00% | |
| 71 | NFLXNETFLIX INC | 2,362 | $1K | 0.00% | |
| 72 | MPCMARATHON PETROLEUM | 7,986 | $1K | 0.00% | |
| 73 | CSCOCISCO SYSTEMS | 24,565 | $1K | 0.00% | |
| 74 | SOXXISHARES SEMICONDUCTOR | 4,672 | $1K | 0.00% | |
| 75 | IQLTISHARES MSCI | 32,404 | $1K | 0.00% | |
| 76 | XLVSECTOR HEALTHCARE | 7,063 | $1K | 0.00% | |
| 77 | SCHGSCHWAB US | 19,254 | $1K | 0.00% | |
| 78 | FMBFIRST TRUST | 31,287 | $1K | 0.00% | |
| 79 | MTUMISHARES MSCI | 5,396 | $1K | 0.00% | |
| 80 | UNHUNITEDHEALTH GROUP | 2,364 | $1K | 0.00% | |
| 81 | WMTWALMART INC | 19,261 | $1K | 0.00% | |
| 82 | KOCOCA COLA COMPANY | 29,079 | $1K | 0.00% | |
| 83 | VSDAVICTORYSHARES DIVIDEND | 28,190 | $1K | 0.00% | |
| 84 | BACBANK AMERICA | 30,451 | $1K | 0.00% | |
| 85 | DISWALT DISNEY | 8,213 | $1K | 0.00% | |
| 86 | FAIFIRST TRUST | 29,025 | $1K | 0.00% | |
| 87 | STXSEAGATE TECHNOLOGY | 10,801 | $1K | 0.00% | |
| 88 | ABTABBOTT LABORATORIES | 16,677 | $1K | 0.00% | |
| 89 | PFEPFIZER INC | 52,124 | $1K | 0.00% | |
| 90 | IXNISHARES GLOBAL | 25,759 | $1K | 0.00% | |
| 91 | XLKSECTOR TECHNOLOGY | 6,988 | $1K | 0.00% | |
| 92 | UPSUNITED PARCEL | 8,099 | $1K | 0.00% | |
| 93 | IUSGISHARES S&P | 10,361 | $1K | 0.00% | |
| 94 | SDVYFIRST TRUST | 37,676 | $1K | 0.00% | |
| 95 | FTCSFIRST TRUST | 12,689 | $1K | 0.00% | |
| 96 | AQLTISHARES CORE | 25,007 | $1K | 0.00% | |
| 97 | TAT&T INC | 61,377 | $1K | 0.00% | |
| 98 | IEMGISHARES CORE | 27,164 | $1K | 0.00% | |
| 99 | VGTVANGUARD INFORMATION | 2,110 | $1K | 0.00% | |
| 100 | 4I1PHILIP MORRIS | 16,305 | $1K | 0.00% |
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