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Size ($ in 1000's)
At 12/31/2023: $575,147
At 09/30/2023: $597,110
Keystone Financial Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keystone Financial Group 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Keystone Financial Group top holdings by largest position size, as per the latest 13f filing made by Keystone Financial Group.
In the Keystone Financial Group-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Keystone Financial Group in that top holding, then the share count change between reporting periods, and finally the Keystone Financial Group top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P (SPY) |
133,661 |
-2,426 |
$63,531 | | SPY | 133,661 | -2,426 | $63,531 | | SPDR PORTFOLIO (SPLG) |
799,446 |
+118,187 |
$44,689 | | SPLG | 799,446 | +118,187 | $44,689 | | APPLE INC |
193,120 |
-3,816 |
$37,181 | | AAPL | 193,120 | -3,816 | $37,181 | | VANGUARD TOTAL (VTI) |
98,295 |
+15,696 |
$23,317 | | VTI | 98,295 | +15,696 | $23,317 |  BERKSHIRE HATHAWAY |
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$18,848 | | BRK.B | 26,980 | -2,455 | $9,623 | | BRK.A | 17 | UNCH | $9,225 | | MICROSOFT CORP |
43,656 |
-2,274 |
$16,416 | | MSFT | 43,656 | -2,274 | $16,416 | | SPDR PORTFOLIO (SPYG) |
226,983 |
+15,900 |
$14,768 | | SPYG | 226,983 | +15,900 | $14,768 | | SPDR PORTFOLIO (SPYV) |
258,918 |
+17,384 |
$12,073 | | SPYV | 258,918 | +17,384 | $12,073 | | VANGUARD S&P (VOO) |
25,917 |
-238 |
$11,320 | | VOO | 25,917 | -238 | $11,320 | | JPMORGAN US |
234,327 |
+27,089 |
$11,215 | | JQUA | 234,327 | +27,089 | $11,215 | | VANGUARD VALUE (VTV) |
65,607 |
-281 |
$9,808 | | VTV | 65,607 | -281 | $9,808 | | AMAZON COM |
51,763 |
-4,191 |
$7,865 | | AMZN | 51,763 | -4,191 | $7,865 | | NVIDIA CORP |
15,067 |
-46 |
$7,461 | | NVDA | 15,067 | -46 | $7,461 | | VICTORYSHARES US (CFO) |
107,941 |
-96,051 |
$6,550 | | CFO | 107,941 | -96,051 | $6,550 | | TESLA INC |
24,847 |
-8,788 |
$6,174 | | TSLA | 24,847 | -8,788 | $6,174 | | ADVANCED MICRO |
39,449 |
-2,037 |
$5,815 | | AMD | 39,449 | -2,037 | $5,815 | | VANGUARD TOTAL (BND) |
77,881 |
+37,455 |
$5,728 | | BND | 77,881 | +37,455 | $5,728 | | PROCTER & GAMBLE |
37,481 |
+1,516 |
$5,492 | | PG | 37,481 | +1,516 | $5,492 | | INVESCO QQQ |
12,883 |
-506 |
$5,276 | | QQQ | 12,883 | -506 | $5,276 | | ALPHABET INC |
34,756 |
-2,264 |
$4,898 | | GOOG | 34,756 | -2,264 | $4,898 | | SECTOR ENERGY |
56,898 |
+26,512 |
$4,770 | | XLE | 56,898 | +26,512 | $4,770 | | META PLATFORMS |
13,388 |
-669 |
$4,739 | | META | 13,388 | -669 | $4,739 | | VANGUARD DIVIDEND (VIG) |
27,533 |
+631 |
$4,692 | | VIG | 27,533 | +631 | $4,692 | | VANGUARD GROWTH (VUG) |
14,939 |
+193 |
$4,644 | | VUG | 14,939 | +193 | $4,644 | | INVESCO S&P |
122,153 |
+122,153 |
$4,608 | | XLG | 122,153 | +122,153 | $4,608 | | EXXON MOBIL |
45,087 |
-3 |
$4,508 | | XOM | 45,087 | -3 | $4,508 | | ISHARES CORE (IVV) |
8,952 |
-149 |
$4,276 | | IVV | 8,952 | -149 | $4,276 | | ISHARES CORE (ITOT) |
37,170 |
-183,144 |
$3,911 | | ITOT | 37,170 | -183,144 | $3,911 | | JOHNSON & JOHNSON |
23,855 |
-2,475 |
$3,739 | | JNJ | 23,855 | -2,475 | $3,739 | | VANGUARD SMALL (VB) |
17,058 |
+258 |
$3,639 | | VB | 17,058 | +258 | $3,639 | | INVESCO S&P |
22,933 |
+1,139 |
$3,619 | | RSP | 22,933 | +1,139 | $3,619 | | VANGUARD MID (VO) |
15,256 |
+577 |
$3,549 | | VO | 15,256 | +577 | $3,549 | | BOEING COMPANY |
13,585 |
-435 |
$3,541 | | BA | 13,585 | -435 | $3,541 | | WELLS FARGO |
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$3,539 | | WFC.PRL | 2,593 | +8 | $3,101 | | WFC | 8,896 | -299 | $438 | | VANGUARD S&P (VOOG) |
12,843 |
+499 |
$3,478 | | VOOG | 12,843 | +499 | $3,478 | | ALPHABET INC |
24,122 |
-789 |
$3,370 | | GOOGL | 24,122 | -789 | $3,370 | | WISDOMTREE FLOATING |
66,817 |
-292,448 |
$3,357 | | USFR | 66,817 | -292,448 | $3,357 | | SPDR PORTFOLIO (SPTL) |
113,825 |
+6,382 |
$3,303 | | SPTL | 113,825 | +6,382 | $3,303 | | JPMORGAN CHASE |
18,814 |
+263 |
$3,200 | | JPM | 18,814 | +263 | $3,200 | | VANGUARD S&P (VOOV) |
18,501 |
+464 |
$3,107 | | VOOV | 18,501 | +464 | $3,107 | | INVESCO EXCHANGE (SPLV) |
48,892 |
-6,702 |
$3,064 | | SPLV | 48,892 | -6,702 | $3,064 | | ISHARES CORE (DGRO) |
55,368 |
-1,456 |
$2,980 | | DGRO | 55,368 | -1,456 | $2,980 | | SPDR S&P (MDY) |
5,857 |
-452 |
$2,972 | | MDY | 5,857 | -452 | $2,972 | | VICTORYSHARES U S (CDC) |
50,433 |
-69,370 |
$2,853 | | CDC | 50,433 | -69,370 | $2,853 | | MERCK & COMPANY |
25,796 |
-987 |
$2,812 | | MRK | 25,796 | -987 | $2,812 | | PEPSICO INC |
16,434 |
-312 |
$2,791 | | PEP | 16,434 | -312 | $2,791 | | ISHARES MSCI (USMV) |
35,577 |
-19,484 |
$2,776 | | USMV | 35,577 | -19,484 | $2,776 | | VANGUARD S&P (IVOO) |
28,513 |
+44 |
$2,679 | | IVOO | 28,513 | +44 | $2,679 | | MCDONALDS CORP |
8,995 |
+499 |
$2,667 | | MCD | 8,995 | +499 | $2,667 | | PALANTIR TECHNOLOGIES |
154,488 |
+10,280 |
$2,653 | | PLTR | 154,488 | +10,280 | $2,653 |
See Full List: All Stocks Held By Keystone Financial Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Keystone Financial Group
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