Keystone Financial Group Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$552.7B

Holdings

287

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (287 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P
134,957$57.9B10.48%
2
AAPLAPPLE INC
228,737$32.4B5.86%
3
CFOVICTORYSHARES US
354,308$25.2B4.56%
4
ITOTISHARES CORE
178,806$17.6B3.18%
5
FTCSFIRST TRUST
196,020$14.7B2.65%
6
MSFTMICROSOFT CORP
43,501$12.3B2.22%
7
CDCVICTORYSHARES U S
173,140$11.1B2.02%
8
TSLATESLA INC
14,090$10.9B1.98%
9
VOOVANGUARD S&P
25,929$10.2B1.85%
10
VTIVANGUARD TOTAL
40,653$9.0B1.63%
11
VTVVANGUARD VALUE
65,187$8.8B1.60%
12
AMZNAMAZON COM
2,652$8.7B1.58%
13
RSPINVESCO S&P
56,285$8.4B1.53%
14
USMVISHARES MSCI
107,484$7.9B1.43%
15
RDVYFIRST TRUST
154,214$7.3B1.32%
16
PFFISHARES U S
186,064$7.2B1.31%
17
BRK/BBERKSHIRE HATHAWAY
26,161$7.1B1.29%
18
BRK-BBERKSHIRE HATHAWAY
17$7.0B1.27%
19
SWANAMPLIFY BLACKSWAN
171,651$5.9B1.06%
20
SPYGSPDR PORTFOLIO
90,247$5.8B1.05%
21
IXUSISHARES CORE
80,349$5.7B1.03%
22
QUALISHARES MSCI
40,300$5.3B0.96%
23
AMDADVANCED MICRO
51,594$5.3B0.96%
24
IVVISHARES CORE
11,654$5.0B0.91%
25
GOOGALPHABET INC
1,860$5.0B0.90%
26
NDQINVESCO QQQ
13,631$4.9B0.88%
27
FIXDFIRST TRUST
89,342$4.8B0.87%
28
TOTLSPDR DOUBLELINE
96,343$4.7B0.84%
29
JNJJOHNSON & JOHNSON
28,528$4.6B0.83%
30
ISTBISHARES CORE
88,519$4.5B0.82%
31
METAFACEBOOK INC
12,340$4.2B0.76%
32
PGPROCTER & GAMBLE
27,648$3.9B0.70%
33
VIGVANGUARD DIVIDEND
23,622$3.6B0.66%
34
GOOGLALPHABET INC
1,197$3.2B0.58%
35
MTUMISHARES MSCI
17,578$3.1B0.56%
36
MDYSPDR S&P
6,309$3.0B0.55%
37
NVDANVIDIA CORP
14,587$3.0B0.55%
38
VUGVANGUARD GROWTH
10,271$3.0B0.54%
39
DONSPDR DOW
8,795$3.0B0.54%
40
JPMJPMORGAN CHASE
18,131$3.0B0.54%
41
TAT&T INC
108,744$2.9B0.53%
42
IJRISHARES CORE
26,133$2.9B0.52%
43
XOMEXXON MOBIL
47,068$2.8B0.50%
44
DISWALT DISNEY
16,079$2.7B0.49%
45
BABOEING COMPANY
12,151$2.7B0.48%
46
DGROISHARES CORE
52,551$2.6B0.48%
47
IXNISHARES GLOBAL
46,203$2.6B0.47%
48
VBVANGUARD SMALL
11,583$2.5B0.46%
49
IUSGISHARES S&P
24,736$2.5B0.46%
50
IPINTERNATIONAL PAPER
45,153$2.5B0.46%
51
HDHOME DEPOT
7,682$2.5B0.46%
52
PEPPEPSICO INC
16,464$2.5B0.45%
53
BNDVANGUARD TOTAL
28,502$2.4B0.44%
54
XLFSECTOR FINANCIAL
64,686$2.4B0.44%
55
SCHGSCHWAB US
16,325$2.4B0.44%
56
FAIFIRST TRUST
52,647$2.4B0.44%
57
ABTABBOTT LABORATORIES
20,307$2.4B0.43%
58
SCHPSCHWAB US
37,429$2.3B0.42%
59
SPDWSPDR PORTFOLIO
64,647$2.3B0.42%
60
VTIPVANGUARD SHORT
43,364$2.3B0.41%
61
VIOOVANGUARD S&P
10,531$2.1B0.38%
62
IVOOVANGUARD S&P
11,760$2.1B0.38%
63
AQLTISHARES CORE
28,093$2.1B0.38%
64
NFLXNETFLIX INC
3,268$2.0B0.36%
65
VOVANGUARD MID
8,419$2.0B0.36%
66
IJHISHARES CORE
7,459$2.0B0.35%
67
VOOGVANGUARD S&P
7,323$2.0B0.35%
68
FVDFIRST TRUST
48,935$1.9B0.35%
69
MRKMERCK & COMPANY
24,767$1.9B0.34%
70
FTSMFIRST TRUST
30,213$1.8B0.33%
71
MCDMCDONALDS CORP
7,251$1.7B0.32%
72
VSDAVICTORYSHARES DIVIDEND
39,700$1.7B0.31%
73
ABBVABBVIE INC
15,253$1.6B0.30%
74
UPSUNITED PARCEL
8,907$1.6B0.29%
75
GBILGOLDMAN SACHS
16,191$1.6B0.29%
76
IEMGISHARES CORE
25,739$1.6B0.29%
77
VYMVANGUARD HIGH
14,532$1.5B0.27%
78
CSCOCISCO SYSTEMS
27,491$1.5B0.27%
79
NKENIKE INC
10,225$1.5B0.27%
80
XLKSECTOR TECHNOLOGY
9,829$1.5B0.27%
81
4I1PHILIP MORRIS
14,905$1.4B0.26%
82
STXSEAGATE TECHNOLOGY
16,989$1.4B0.25%
83
NSCNORFOLK SOUTHERN
5,523$1.3B0.24%
84
XLESECTOR ENERGY
24,951$1.3B0.24%
85
KOCOCA COLA COMPANY
24,730$1.3B0.23%
86
ESGEISHARES ESG
31,072$1.3B0.23%
87
FSKFS KKR
58,293$1.3B0.23%
88
CMGCHIPOTLE MEXICAN
698$1.3B0.23%
89
EFAVISHARES MSCI
16,166$1.2B0.22%
90
XNIEXVIRTUS ALLIANZGI
40,867$1.2B0.22%
91
WMTWALMART INC
8,515$1.2B0.21%
92
VOOVVANGUARD S&P
8,124$1.1B0.21%
93
LOWLOWES COMPANIES
5,620$1.1B0.21%
94
BACBANK AMERICA
26,745$1.1B0.21%
95
SLYSPDR SERIES
11,927$1.1B0.20%
96
VEAVANGUARD FTSE
22,357$1.1B0.20%
97
ACWVISHARES MSCI
10,781$1.1B0.20%
98
SPYVSPDR PORTFOLIO
28,371$1.1B0.20%
99
FVCFIRST TRUST
31,148$1.1B0.20%
100
LRGFISHARES MSCI
25,770$1.1B0.20%
Page 1 of 3Next