Keystone Financial Group

Keystone Financial Group as of June 30, 2021

Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 289 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P MF Closed and MF Open (SPY) 10.5 $58M 135k 428.06
Apple Common Stock (AAPL) 5.8 $32M 235k 136.96
Victoryshares Us MF Closed and MF Open (CFO) 4.4 $24M 338k 71.34
Ishares Core MF Closed and MF Open (ITOT) 3.2 $18M 180k 98.76
First Trust MF Closed and MF Open (FTCS) 2.6 $15M 192k 75.55
Microsoft Corp Common Stock (MSFT) 2.1 $12M 44k 270.90
Victoryshares U S MF Closed and MF Open (CDC) 1.9 $11M 164k 64.59
Tesla Common Stock (TSLA) 1.9 $11M 16k 679.69
Vanguard S&p MF Closed and MF Open (VOO) 1.8 $10M 26k 393.53
Amazon Common Stock (AMZN) 1.7 $9.3M 2.7k 3440.07
Vanguard Value MF Closed and MF Open (VTV) 1.6 $8.9M 65k 137.46
Vanguard Total MF Closed and MF Open (VTI) 1.6 $8.6M 39k 222.82
Ishares Msci MF Closed and MF Open (USMV) 1.4 $8.0M 108k 73.61
Invesco S&p MF Closed and MF Open (RSP) 1.4 $7.9M 53k 150.72
Berkshire Hathaway Common Stock (BRK.B) 1.3 $7.4M 27k 277.92
Ishares U S MF Closed and MF Open (PFF) 1.3 $7.3M 186k 39.33
Berkshire Hathaway Common Stock (BRK.A) 1.3 $7.1M 17.00 418588.24
First Trust MF Closed and MF Open (RDVY) 1.3 $7.0M 146k 48.04
Amplify Blackswan MF Closed and MF Open (SWAN) 1.2 $6.5M 191k 34.27
Ishares Core MF Closed and MF Open (IXUS) 1.0 $5.7M 78k 73.29
Spdr Portfolio MF Closed and MF Open (SPYG) 1.0 $5.5M 87k 62.97
Ishares Msci MF Closed and MF Open (QUAL) 1.0 $5.3M 40k 132.87
Spdr Doubleline MF Closed and MF Open (TOTL) 0.9 $5.1M 105k 48.41
Advanced Micro Common Stock (AMD) 0.9 $5.0M 54k 93.93
Ishares Core MF Closed and MF Open (IVV) 0.9 $4.9M 11k 429.89
Johnson & Johnson Common Stock (JNJ) 0.9 $4.8M 29k 164.76
Alphabet Common Stock (GOOG) 0.9 $4.8M 1.9k 2506.58
Invesco Qqq MF Closed and MF Open (QQQ) 0.8 $4.5M 13k 354.40
Facebook Common Stock (META) 0.8 $4.5M 13k 347.68
First Trust MF Closed and MF Open (FIXD) 0.8 $4.2M 78k 53.63
Ishares Core MF Closed and MF Open (ISTB) 0.7 $3.9M 76k 51.29
Procter & Gamble Common Stock (PG) 0.7 $3.8M 28k 134.92
Vanguard Dividend MF Closed and MF Open (VIG) 0.6 $3.6M 23k 154.80
At&t Common Stock (T) 0.6 $3.3M 114k 28.78
Ishares Msci MF Closed and MF Open (MTUM) 0.6 $3.2M 18k 173.41
Boeing Company Common Stock (BA) 0.6 $3.2M 13k 239.56
SPDR S&P MF Closed and MF Open (MDY) 0.6 $3.1M 6.3k 491.05
Spdr Dow MF Closed and MF Open (DIA) 0.6 $3.0M 8.8k 344.93
Walt Disney Common Stock (DIS) 0.6 $3.0M 17k 175.79
Jpmorgan Chase Common Stock (JPM) 0.5 $2.9M 19k 155.54
Alphabet Common Stock (GOOGL) 0.5 $2.9M 1.2k 2441.84
Exxon Mobil Common Stock (XOM) 0.5 $2.8M 45k 63.08
Ishares Core MF Closed and MF Open (IJR) 0.5 $2.8M 25k 113.00
International Paper Common Stock (IP) 0.5 $2.8M 45k 61.31
Nvidia Corp Common Stock (NVDA) 0.5 $2.8M 3.5k 800.06
Vanguard Growth MF Closed and MF Open (VUG) 0.5 $2.8M 9.6k 286.80
Ishares Global MF Closed and MF Open (IXN) 0.5 $2.6M 7.8k 337.48
Home Depot Common Stock (HD) 0.5 $2.6M 8.2k 318.87
Ishares Core MF Closed and MF Open (DGRO) 0.5 $2.6M 52k 50.35
First Trust MF Closed and MF Open (FV) 0.5 $2.5M 53k 47.39
Vanguard Small MF Closed and MF Open (VB) 0.5 $2.5M 11k 225.28
Abbott Laboratories Common Stock (ABT) 0.4 $2.5M 21k 115.94
Vanguard Total MF Closed and MF Open (BND) 0.4 $2.4M 28k 85.89
Pepsico Common Stock (PEP) 0.4 $2.4M 16k 148.18
Schwab Us MF Closed and MF Open (SCHG) 0.4 $2.4M 16k 145.96
Spdr Portfolio MF Closed and MF Open (SPDW) 0.4 $2.4M 65k 36.79
Ishares S&p MF Closed and MF Open (IUSG) 0.4 $2.4M 23k 100.99
Sector Financial MF Closed and MF Open (XLF) 0.4 $2.3M 63k 36.69
Vanguard S&p MF Closed and MF Open (VIOO) 0.4 $2.2M 11k 207.43
Ishares Core MF Closed and MF Open (IEFA) 0.4 $2.1M 29k 74.87
Vanguard S&p MF Closed and MF Open (IVOO) 0.4 $2.1M 12k 181.97
Ishares Gold Common Stock (IAU) 0.4 $2.1M 61k 33.70
Schwab Us MF Closed and MF Open (SCHP) 0.4 $2.0M 32k 62.50
First Trust MF Closed and MF Open (FTSM) 0.4 $2.0M 33k 59.93
Ishares Core MF Closed and MF Open (IJH) 0.4 $2.0M 7.4k 268.74
First Trust MF Closed and MF Open (FVD) 0.3 $1.9M 49k 39.76
Merck & Company Common Stock (MRK) 0.3 $1.9M 25k 77.76
Vanguard Mid MF Closed and MF Open (VO) 0.3 $1.9M 8.0k 237.35
United Parcel Common Stock (UPS) 0.3 $1.8M 8.9k 207.96
Netflix Common Stock (NFLX) 0.3 $1.8M 3.4k 528.12
Vanguard S&p MF Closed and MF Open (VOOG) 0.3 $1.8M 6.8k 262.30
Mcdonalds Corp Common Stock (MCD) 0.3 $1.7M 7.6k 230.95
Ishares Core MF Closed and MF Open (IEMG) 0.3 $1.7M 26k 67.01
Nike Common Stock (NKE) 0.3 $1.7M 11k 154.51
Goldman Sachs MF Closed and MF Open (GBIL) 0.3 $1.7M 17k 100.09
Abbvie Common Stock (ABBV) 0.3 $1.7M 15k 112.64
Victoryshares Dividend MF Closed and MF Open (VSDA) 0.3 $1.7M 38k 44.13
Seagate Technology Common Stock (STX) 0.3 $1.7M 19k 87.92
Vanguard High MF Closed and MF Open (VYM) 0.3 $1.6M 15k 104.76
Philip Morris Common Stock (PM) 0.3 $1.5M 15k 99.10
Norfolk Southern Common Stock (NSC) 0.3 $1.5M 5.5k 265.48
Cisco Systems Common Stock (CSCO) 0.3 $1.5M 28k 52.99
Ishares Esg MF Closed and MF Open (ESGE) 0.3 $1.4M 32k 45.14
Danimer Scientific Common Stock (DNMR) 0.3 $1.4M 57k 25.05
Sector Technology MF Closed and MF Open (XLK) 0.3 $1.4M 9.6k 147.69
Coca Cola Company Common Stock (KO) 0.2 $1.3M 25k 54.09
Sector Energy MF Closed and MF Open (XLE) 0.2 $1.3M 24k 53.88
Virtus Allianzgi MF Closed and MF Open (NIE) 0.2 $1.2M 41k 30.24
First Trust MF Closed and MF Open (FVC) 0.2 $1.2M 33k 36.34
Ishares Msci MF Closed and MF Open (EFAV) 0.2 $1.2M 16k 75.55
FS KKR Common Stock (FSK) 0.2 $1.2M 55k 21.51
Walmart Common Stock (WMT) 0.2 $1.2M 8.3k 141.04
Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $1.2M 23k 51.52
Chipotle Mexican Common Stock (CMG) 0.2 $1.2M 744.00 1549.73
Spdr Series MF Closed and MF Open 0.2 $1.1M 12k 97.77
Ishares Msci MF Closed and MF Open (ACWV) 0.2 $1.1M 11k 102.87
Victoryshares Us MF Closed and MF Open (CFA) 0.2 $1.1M 16k 71.26
Lowes Companies Common Stock (LOW) 0.2 $1.1M 5.7k 194.05
Bank America Common Stock (BAC) 0.2 $1.1M 27k 41.24
Artisan Partners Common Stock (APAM) 0.2 $1.1M 22k 50.82
Ishares Msci MF Closed and MF Open (LRGF) 0.2 $1.1M 25k 42.85
Draftkings Common Stock 0.2 $1.1M 20k 52.17
Diageo Common Stock (DEO) 0.2 $1.0M 5.5k 191.61
Vanguard Fste MF Closed and MF Open (VWO) 0.2 $1.0M 19k 54.33
Qualcomm Common Stock (QCOM) 0.2 $1.0M 7.3k 142.90
Peloton Interactive Common Stock (PTON) 0.2 $1.0M 8.3k 124.06
Vanguard Information MF Closed and MF Open (VGT) 0.2 $1.0M 2.6k 398.59
3m Company Common Stock (MMM) 0.2 $1.0M 5.1k 198.71
RH Common Stock (RH) 0.2 $1.0M 1.5k 678.93
Vanguard S&p MF Closed and MF Open (VOOV) 0.2 $1.0M 7.0k 142.63
Intel Corp Common Stock (INTC) 0.2 $999k 18k 56.13
Verizon Communications Common Stock (VZ) 0.2 $995k 18k 56.04
Spdr Portfolio MF Closed and MF Open (SPYV) 0.2 $990k 25k 39.54
Fedex Corp Common Stock (FDX) 0.2 $988k 3.3k 298.40
Vanguard Ftse MF Closed and MF Open (VEU) 0.2 $967k 15k 63.40
Invesco Dwa MF Closed and MF Open (PDP) 0.2 $894k 10k 89.67
Victory Victoryshares MF Closed and MF Open (QQQN) 0.2 $878k 26k 34.36
Blackrock Ultra MF Closed and MF Open (ICSH) 0.2 $874k 17k 50.54
Vanguard Short MF Closed and MF Open (BSV) 0.2 $871k 11k 82.12
Becton Dickinson Common Stock (BDX) 0.2 $858k 3.5k 243.13
Visa Common Stock (V) 0.2 $845k 3.6k 233.68
Chevron Corp Common Stock (CVX) 0.2 $837k 8.0k 104.69
Pfizer Common Stock (PFE) 0.2 $831k 21k 39.14
Goldman Sachs Common Stock (GS) 0.1 $809k 2.1k 379.28
Ishares Intl MF Closed and MF Open (IDV) 0.1 $807k 25k 32.42
Victoryshares Us MF Closed and MF Open (CDL) 0.1 $806k 14k 56.66
Ollies Bargain Common Stock (OLLI) 0.1 $795k 9.5k 84.10
Ishares Core MF Closed and MF Open (IUSB) 0.1 $789k 15k 53.48
Sector Consumer MF Closed and MF Open (XLP) 0.1 $772k 11k 69.96
Twitter Common Stock 0.1 $758k 11k 68.84
Lockheed Martin Common Stock (LMT) 0.1 $758k 2.0k 378.24
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.1 $724k 7.6k 95.03
Invesco Dwa MF Closed and MF Open (DWAS) 0.1 $723k 8.1k 89.72
Unitedhealth Group Common Stock (UNH) 0.1 $715k 1.8k 400.56
General Electric Common Stock 0.1 $705k 52k 13.45
Alibaba Group Common Stock (BABA) 0.1 $684k 3.0k 226.72
Ishares Msci MF Closed and MF Open (ACWI) 0.1 $681k 6.7k 101.22
SPDR S&P MF Closed and MF Open (KRE) 0.1 $678k 10k 65.57
Anheuser Busch Common Stock (BUD) 0.1 $675k 9.4k 71.96
Duke Energy Common Stock (DUK) 0.1 $664k 6.7k 98.65
Dnp Select MF Closed and MF Open (DNP) 0.1 $642k 61k 10.45
Amplify Online MF Closed and MF Open (IBUY) 0.1 $633k 4.9k 129.74
Barrick Gold Common Stock (GOLD) 0.1 $614k 30k 20.68
Spdr Series MF Closed and MF Open (EFIV) 0.1 $612k 15k 40.16
Ishares U S MF Closed and MF Open (GOVT) 0.1 $612k 23k 26.61
Illinois Tool Common Stock (ITW) 0.1 $591k 2.6k 223.61
Global X MF Closed and MF Open (BOTZ) 0.1 $589k 17k 34.92
Oracle Corp Common Stock (ORCL) 0.1 $576k 7.4k 77.83
Spdr Bloomberg MF Closed and MF Open (BIL) 0.1 $569k 6.2k 91.48
Ishares Msci MF Closed and MF Open (SIZE) 0.1 $567k 4.4k 129.39
Inovio Pharmaceuticals Common Stock 0.1 $563k 61k 9.27
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $561k 4.5k 125.87
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.1 $545k 51k 10.63
American Electric Common Stock (AEP) 0.1 $531k 6.3k 84.62
British Amern Common Stock (BTI) 0.1 $530k 14k 39.29
Alps Sector MF Closed and MF Open (SDOG) 0.1 $521k 9.8k 52.98
Anthem Common Stock (ELV) 0.1 $509k 1.3k 382.13
Alliance Bernstein Oil & Gas, Real Estate and REIT (AB) 0.1 $506k 11k 46.58
Newell Brands Common Stock (NWL) 0.1 $500k 18k 27.45
Airbnb Common Stock (ABNB) 0.1 $498k 3.3k 153.04
Consumer Discretionary MF Closed and MF Open (XLY) 0.1 $489k 2.7k 178.73
Glaxosmithkline Common Stock 0.1 $475k 12k 39.83
Wells Fargo Common Stock (WFC) 0.1 $470k 10k 45.27
First Trust MF Closed and MF Open (FDN) 0.1 $469k 1.9k 244.91
Allstate Corp Common Stock (ALL) 0.1 $468k 3.6k 130.43
U S Bancorp De Common Stock (USB) 0.1 $465k 8.2k 57.01
Vanguard Short MF Closed and MF Open (VTIP) 0.1 $461k 8.8k 52.41
Ford Motor Common Stock (F) 0.1 $453k 31k 14.84
Mastercard Common Stock (MA) 0.1 $449k 1.2k 365.34
Teva Pharmaceutical Common Stock (TEVA) 0.1 $442k 45k 9.91
Kroger Common Stock (KR) 0.1 $440k 12k 38.31
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.1 $435k 8.1k 53.38
Tractor Supply Common Stock (TSCO) 0.1 $428k 2.3k 186.25
Dominion Energy Common Stock (D) 0.1 $425k 5.8k 73.59
Spdr Series MF Closed and MF Open (SLYV) 0.1 $423k 4.9k 85.68
Albemarle Corp Common Stock (ALB) 0.1 $412k 2.4k 168.51
Schwab Intl MF Closed and MF Open (SCHF) 0.1 $411k 10k 39.48
Spdr Bloomberg MF Closed and MF Open (JNK) 0.1 $400k 3.6k 110.04
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $398k 9.4k 42.12
Ppl Corp Common Stock (PPL) 0.1 $391k 14k 27.96
Airgain Common Stock (AIRG) 0.1 $389k 19k 20.64
Vanguard Global MF Closed and MF Open (VNQI) 0.1 $388k 6.6k 58.36
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $384k 16k 24.12
Blackstone Group Common Stock (BX) 0.1 $383k 3.9k 97.08
Thermo Fisher Common Stock (TMO) 0.1 $382k 757.00 504.62
Southern Company Common Stock (SO) 0.1 $381k 6.3k 60.48
Deere & Co Common Stock (DE) 0.1 $381k 1.1k 352.78
Vanguard Extended MF Closed and MF Open (VXF) 0.1 $376k 2.0k 188.47
Pacer Benchmark MF Closed and MF Open (SRVR) 0.1 $375k 9.3k 40.31
Schwab Us MF Closed and MF Open (SCHD) 0.1 $374k 4.9k 75.65
Vanguard Russell MF Closed and MF Open (VTHR) 0.1 $373k 1.9k 198.93
Ishares Biotechnology MF Closed and MF Open (IBB) 0.1 $371k 2.3k 163.87
Bank New York Common Stock (BK) 0.1 $371k 7.2k 51.21
3d Systems Common Stock (DDD) 0.1 $369k 9.2k 40.00
Ishares Msci MF Closed and MF Open (EFG) 0.1 $363k 3.4k 107.36
Cvs Health Common Stock (CVS) 0.1 $362k 4.3k 83.43
Vanguard Mid MF Closed and MF Open (VOT) 0.1 $359k 1.5k 236.34
Ishares Select MF Closed and MF Open (DVY) 0.1 $358k 3.1k 116.76
Alps Alerian MF Closed and MF Open (AMLP) 0.1 $357k 9.8k 36.45
Ark Innovation MF Closed and MF Open (ARKK) 0.1 $355k 2.7k 130.90
Ishares 0-5 MF Closed and MF Open (STIP) 0.1 $347k 3.3k 106.21
Paypal Holdings Common Stock (PYPL) 0.1 $346k 1.2k 291.25
Select Sector MF Closed and MF Open (XLC) 0.1 $346k 4.3k 81.05
Vanguard Health MF Closed and MF Open (VHT) 0.1 $339k 1.4k 247.45
Blackrock Science MF Closed and MF Open (BST) 0.1 $339k 5.7k 59.57
Linde Common Stock 0.1 $337k 1.2k 289.52
Spdr Gold Common Stock (GLD) 0.1 $336k 2.0k 165.68
Lincoln Natl Corp In Common Stock (LNC) 0.1 $334k 5.3k 62.82
Nutrien Common Stock (NTR) 0.1 $333k 5.5k 60.68
Tempur Sealy Common Stock (TPX) 0.1 $333k 8.5k 39.15
Invesco Exchange MF Closed and MF Open (SPLV) 0.1 $329k 5.4k 60.98
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $328k 3.2k 101.93
Marathon Petroleum Common Stock (MPC) 0.1 $328k 5.4k 60.39
Ishares Iboxx MF Closed and MF Open (LQD) 0.1 $325k 2.4k 134.19
Enbridge Common Stock (ENB) 0.1 $323k 8.1k 40.06
BP Common Stock (BP) 0.1 $321k 12k 26.41
Realty Income Common Stock (O) 0.1 $320k 4.8k 66.76
Lattice Hartford MF Closed and MF Open (RODM) 0.1 $320k 10k 30.68
Travelers Cos Common Stock (TRV) 0.1 $318k 2.1k 149.72
Arrowhead Pharmaceutical Common Stock (ARWR) 0.1 $315k 3.8k 82.89
Intl Business Common Stock (IBM) 0.1 $313k 2.1k 146.54
Discover Financial Common Stock (DFS) 0.1 $313k 2.6k 118.20
Eli Lilly Common Stock (LLY) 0.1 $303k 1.3k 229.72
Nextera Energy Common Stock (NEE) 0.1 $301k 4.1k 73.38
Annaly Capital Common Stock 0.1 $301k 34k 8.89
Vanguard Small MF Closed and MF Open (VBR) 0.1 $297k 1.7k 173.48
Invesco Common Stock (IVZ) 0.1 $297k 11k 26.77
Ishares Silver Common Stock (SLV) 0.1 $293k 12k 24.25
Lam Research Corporation Common Stock 0.1 $292k 449.00 650.33
Select Utilities MF Closed and MF Open (XLU) 0.1 $292k 4.6k 63.33
Ishares Mbs MF Closed and MF Open (MBB) 0.1 $289k 2.7k 108.16
Eaton Vance MF Closed and MF Open (ETV) 0.1 $288k 18k 16.29
Gilead Sciences Common Stock (GILD) 0.1 $288k 4.2k 68.87
Wec Energy Common Stock (WEC) 0.1 $286k 3.2k 88.96
Altria Group Common Stock (MO) 0.1 $281k 5.9k 47.68
First Trust MF Closed and MF Open (FTGC) 0.1 $281k 12k 23.65
Palantir Technologies Common Stock (PLTR) 0.1 $280k 11k 26.33
Kimberly Clark Common Stock (KMB) 0.1 $280k 2.1k 133.97
Mondelez International Common Stock (MDLZ) 0.1 $278k 4.5k 62.43
Ishares U S MF Closed and MF Open (IHF) 0.0 $272k 1.0k 266.67
Adobe Common Stock (ADBE) 0.0 $272k 464.00 586.21
First Trust MF Closed and MF Open (FPXI) 0.0 $271k 4.0k 68.47
Pimco Ehnanced MF Closed and MF Open (MINT) 0.0 $270k 2.7k 101.81
Southwest Airlines Common Stock (LUV) 0.0 $270k 5.1k 53.05
Vanguard International MF Closed and MF Open (VIGI) 0.0 $268k 3.1k 87.38
Sector Industrial MF Closed and MF Open (XLI) 0.0 $267k 2.6k 102.57
Vodafone Group Common Stock (VOD) 0.0 $265k 15k 17.16
Carnival Corp Common Stock (CCL) 0.0 $263k 10k 26.38
Target Corp Common Stock (TGT) 0.0 $261k 1.1k 241.89
Unilever Common Stock (UL) 0.0 $258k 4.4k 58.52
Broadcom Common Stock (AVGO) 0.0 $258k 541.00 476.89
American Tower Common Stock (AMT) 0.0 $249k 923.00 269.77
Spdr Series MF Closed and MF Open (MDYV) 0.0 $248k 3.7k 67.39
Vanguard Mega MF Closed and MF Open (MGK) 0.0 $247k 1.1k 231.71
Goldman Sachs MF Closed and MF Open (GSLC) 0.0 $246k 2.9k 86.04
Vanguard Short MF Closed and MF Open (VCSH) 0.0 $245k 3.0k 82.74
Pacer Trendpilot MF Closed and MF Open (PTBD) 0.0 $245k 8.8k 27.71
Ark Genomic MF Closed and MF Open (ARKG) 0.0 $243k 2.6k 92.50
Blackrock Common Stock 0.0 $238k 272.00 875.00
Nio Common Stock (NIO) 0.0 $238k 4.5k 53.12
Vanguard Materials MF Closed and MF Open (VAW) 0.0 $237k 1.3k 180.50
Ishares Core MF Closed and MF Open (HDV) 0.0 $237k 2.5k 96.46
Zoom Video Common Stock (ZM) 0.0 $237k 612.00 387.25
Morgan Stanley Common Stock (MS) 0.0 $233k 2.5k 91.52
Welltower Common Stock (WELL) 0.0 $233k 2.8k 82.98
Frontline Common Stock 0.0 $231k 26k 8.99
Slack Technologies Common Stock 0.0 $229k 5.2k 44.29
Delta Airlines Common Stock (DAL) 0.0 $226k 5.2k 43.32
Spdr Series MF Closed and MF Open (SLYG) 0.0 $223k 2.5k 88.60
Canopy Growth Common Stock 0.0 $222k 9.2k 24.18
Bristol Myers Common Stock (BMY) 0.0 $222k 3.3k 66.97
First Trust MF Closed and MF Open (CIBR) 0.0 $221k 4.7k 46.77
Schwab Intl MF Closed and MF Open (SCHC) 0.0 $219k 5.3k 41.62
Ishares S&p MF Closed and MF Open (IJT) 0.0 $219k 1.7k 132.49
Vanguard Russell MF Closed and MF Open (VTWO) 0.0 $218k 2.4k 92.73
Cohen & Steers MF Closed and MF Open (RQI) 0.0 $216k 14k 15.67
Dupont De Common Stock (DD) 0.0 $213k 2.8k 77.43
Victoryshares Developed MF Closed and MF Open (CIZ) 0.0 $213k 6.2k 34.13
Honeywell Intl Common Stock (HON) 0.0 $211k 963.00 219.11
Ishares Msci MF Closed and MF Open (EFA) 0.0 $205k 2.6k 78.91
Alps Medical MF Closed and MF Open (SBIO) 0.0 $201k 4.1k 49.02
Comcast Corp Common Stock (CMCSA) 0.0 $200k 3.5k 57.01
Owl Rock Common Stock (OBDC) 0.0 $200k 14k 14.29
Sorrento Therapeutics Common Stock (SRNE) 0.0 $165k 17k 9.68
Invesco Dynamic MF Closed and MF Open 0.0 $147k 12k 11.87
Greensky Common Stock 0.0 $140k 25k 5.56
Blackrock Energy MF Closed and MF Open (BGR) 0.0 $107k 11k 9.85
Cango Common Stock (CANG) 0.0 $63k 11k 5.58
Sundial Growers Common Stock 0.0 $15k 16k 0.93