Keystone Financial Group

Keystone Financial Group as of Dec. 31, 2023

Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 298 positions in its portfolio as reported in the December 2023 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) 11.0 $64M 134k 475.31
Spdr Portfolio MF Closed and MF Open (SPLG) 7.8 $45M 799k 55.90
Apple Common Stock (AAPL) 6.5 $37M 193k 192.53
Vanguard Total MF Closed and MF Open (VTI) 4.1 $23M 98k 237.22
Microsoft Corp Common Stock (MSFT) 2.9 $16M 44k 376.04
Spdr Portfolio MF Closed and MF Open (SPYG) 2.6 $15M 227k 65.06
Spdr Portfolio MF Closed and MF Open (SPYV) 2.1 $12M 259k 46.63
Vanguard S&p MF Closed and MF Open (VOO) 2.0 $11M 26k 436.79
Jpmorgan Us MF Closed and MF Open (JQUA) 1.9 $11M 234k 47.86
Vanguard Value MF Closed and MF Open (VTV) 1.7 $9.8M 66k 149.50
Berkshire Hathaway Common Stock (BRK.B) 1.7 $9.6M 27k 356.66
Berkshire Hathaway Common Stock (BRK.A) 1.6 $9.2M 17.00 542625.00
Amazon Common Stock (AMZN) 1.4 $7.9M 52k 151.94
Nvidia Corp Common Stock (NVDA) 1.3 $7.5M 15k 495.22
Victoryshares Us MF Closed and MF Open (CFO) 1.1 $6.5M 108k 60.68
Tesla Common Stock (TSLA) 1.1 $6.2M 25k 248.48
Advanced Micro Common Stock (AMD) 1.0 $5.8M 39k 147.41
Vanguard Total MF Closed and MF Open (BND) 1.0 $5.7M 78k 73.55
Procter & Gamble Common Stock (PG) 1.0 $5.5M 38k 146.54
Invesco Qqq MF Closed and MF Open (QQQ) 0.9 $5.3M 13k 409.54
Alphabet Common Stock (GOOG) 0.9 $4.9M 35k 140.93
Sector Energy MF Closed and MF Open (XLE) 0.8 $4.8M 57k 83.84
Meta Platforms Common Stock (META) 0.8 $4.7M 13k 353.96
Vanguard Dividend MF Closed and MF Open (VIG) 0.8 $4.7M 28k 170.40
Vanguard Growth MF Closed and MF Open (VUG) 0.8 $4.6M 15k 310.87
Invesco S&p MF Closed and MF Open (XLG) 0.8 $4.6M 122k 37.72
Exxon Mobil Common Stock (XOM) 0.8 $4.5M 45k 99.98
Ishares Core MF Closed and MF Open (IVV) 0.7 $4.3M 9.0k 477.63
Ishares Core MF Closed and MF Open (ITOT) 0.7 $3.9M 37k 105.23
Johnson & Johnson Common Stock (JNJ) 0.7 $3.7M 24k 156.74
Vanguard Small MF Closed and MF Open (VB) 0.6 $3.6M 17k 213.33
Invesco S&p MF Closed and MF Open (RSP) 0.6 $3.6M 23k 157.80
Vanguard Mid MF Closed and MF Open (VO) 0.6 $3.5M 15k 232.64
Boeing Company Common Stock (BA) 0.6 $3.5M 14k 260.66
Vanguard S&p MF Closed and MF Open (VOOG) 0.6 $3.5M 13k 270.79
Alphabet Common Stock (GOOGL) 0.6 $3.4M 24k 139.69
Wisdomtree Floating MF Closed and MF Open (USFR) 0.6 $3.4M 67k 50.24
Spdr Portfolio MF Closed and MF Open (SPTL) 0.6 $3.3M 114k 29.02
Jpmorgan Chase Common Stock (JPM) 0.6 $3.2M 19k 170.10
Vanguard S&p MF Closed and MF Open (VOOV) 0.5 $3.1M 19k 167.96
Wells Fargo Preferred Stock (WFC.PL) 0.5 $3.1M 2.6k 1195.82
Invesco Exchange MF Closed and MF Open (SPLV) 0.5 $3.1M 49k 62.66
Ishares Core MF Closed and MF Open (DGRO) 0.5 $3.0M 55k 53.82
SPDR S&P MF Closed and MF Open (MDY) 0.5 $3.0M 5.9k 507.38
Victoryshares U S MF Closed and MF Open (CDC) 0.5 $2.9M 50k 56.57
Merck & Company Common Stock (MRK) 0.5 $2.8M 26k 109.02
Pepsico Common Stock (PEP) 0.5 $2.8M 16k 169.84
Ishares Msci MF Closed and MF Open (USMV) 0.5 $2.8M 36k 78.03
Vanguard S&p MF Closed and MF Open (IVOO) 0.5 $2.7M 29k 93.97
Mcdonalds Corp Common Stock (MCD) 0.5 $2.7M 9.0k 296.50
Palantir Technologies Common Stock (PLTR) 0.5 $2.7M 155k 17.17
Vanguard S&p MF Closed and MF Open (VIOO) 0.4 $2.5M 25k 99.19
T Rowe MF Closed and MF Open (TCAF) 0.4 $2.5M 89k 27.63
Ishares Core MF Closed and MF Open (IJR) 0.4 $2.4M 23k 108.25
Spdr Dow MF Closed and MF Open (DIA) 0.4 $2.4M 6.3k 376.89
Abbvie Common Stock (ABBV) 0.4 $2.3M 15k 154.97
Spdr Mortgage MF Closed and MF Open (SPMB) 0.4 $2.2M 101k 22.07
Spdr Tips MF Closed and MF Open (SPIP) 0.4 $2.2M 87k 25.57
First Trust MF Closed and MF Open (GRID) 0.4 $2.2M 21k 104.71
Home Depot Common Stock (HD) 0.3 $2.0M 5.7k 346.57
Sector Financial MF Closed and MF Open (XLF) 0.3 $2.0M 53k 37.60
Vanguard High MF Closed and MF Open (VYM) 0.3 $1.9M 17k 111.63
First Trust MF Closed and MF Open (RDVY) 0.3 $1.9M 36k 51.67
Abbott Laboratories Common Stock (ABT) 0.3 $1.8M 17k 110.07
Ishares Global MF Closed and MF Open (IXN) 0.3 $1.8M 27k 68.18
Ishares Core MF Closed and MF Open (IEFA) 0.3 $1.8M 26k 70.35
Ishares Msci MF Closed and MF Open (QUAL) 0.3 $1.8M 12k 147.14
Schwab Us MF Closed and MF Open (SCHG) 0.3 $1.7M 20k 82.96
Chevron Corp Common Stock (CVX) 0.3 $1.7M 11k 149.16
Intl Paper Common Stock (IP) 0.3 $1.6M 45k 36.15
First Trust MF Closed and MF Open (FMB) 0.3 $1.6M 31k 51.66
Coca Cola Company Common Stock (KO) 0.3 $1.5M 26k 58.93
Philip Morris Common Stock (PM) 0.3 $1.5M 16k 94.08
Eli Lilly Common Stock (LLY) 0.2 $1.4M 2.4k 582.82
Norfolk Southern Common Stock (NSC) 0.2 $1.4M 5.8k 236.36
Victoryshares Dividend MF Closed and MF Open (VSDA) 0.2 $1.4M 29k 47.58
First Trust MF Closed and MF Open (FV) 0.2 $1.3M 24k 51.55
Lowes Companies Common Stock (LOW) 0.2 $1.2M 5.5k 222.55
Chipotle Mexican Common Stock (CMG) 0.2 $1.2M 531.00 2286.96
Cisco Systems Common Stock (CSCO) 0.2 $1.2M 24k 50.52
United Parcel Common Stock (UPS) 0.2 $1.2M 7.4k 157.23
Walmart Common Stock (WMT) 0.2 $1.1M 7.3k 157.64
At&t Common Stock (T) 0.2 $1.1M 67k 16.78
Visa Common Stock (V) 0.2 $1.1M 4.3k 260.35
Pfizer Common Stock (PFE) 0.2 $1.1M 38k 28.79
Ishares Core MF Closed and MF Open (IJH) 0.2 $1.1M 3.9k 277.13
Netflix Common Stock (NFLX) 0.2 $1.1M 2.2k 486.88
Victoryshares Us MF Closed and MF Open (CFA) 0.2 $1.1M 14k 74.63
Ishares S&p MF Closed and MF Open (IUSG) 0.2 $1.1M 10k 104.10
Unilever Common Stock (UL) 0.2 $1.0M 22k 48.48
Vanguard Information MF Closed and MF Open (VGT) 0.2 $1.0M 2.1k 484.06
Seagate Technology Common Stock (STX) 0.2 $976k 11k 85.37
Ishares Core MF Closed and MF Open (IEMG) 0.2 $963k 19k 50.58
First Trust MF Closed and MF Open (FTCS) 0.2 $956k 12k 80.04
Barrick Gold Common Stock (GOLD) 0.2 $944k 52k 18.09
Illinois Tool Common Stock (ITW) 0.2 $943k 3.6k 261.91
Qualcomm Common Stock (QCOM) 0.2 $935k 6.5k 144.64
Bank America Common Stock (BAC) 0.2 $932k 28k 33.67
Diageo Common Stock (DEO) 0.2 $929k 6.4k 145.66
Virtus Equity MF Closed and MF Open (NIE) 0.2 $915k 44k 20.91
Ishares Semiconductor MF Closed and MF Open (SOXX) 0.2 $911k 1.6k 576.28
Sector Healthcare MF Closed and MF Open (XLV) 0.2 $902k 6.6k 136.37
Unitedhealth Group Common Stock (UNH) 0.2 $874k 1.7k 526.45
Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $869k 18k 47.90
Ishares Msci MF Closed and MF Open (MTUM) 0.2 $866k 5.5k 156.88
Becton Dickinson Common Stock (BDX) 0.2 $865k 3.5k 243.83
Vanguard Ftse MF Closed and MF Open (VEU) 0.1 $853k 15k 56.14
Nike Common Stock (NKE) 0.1 $841k 7.7k 108.57
Spdr Doubleline MF Closed and MF Open (TOTL) 0.1 $840k 21k 40.25
Sector Technology MF Closed and MF Open (XLK) 0.1 $838k 4.4k 192.50
Spdr Series MF Closed and MF Open (SLYV) 0.1 $835k 10k 83.31
Vanguard Us MF Closed and MF Open (VFVA) 0.1 $829k 7.4k 112.67
3m Company Common Stock (MMM) 0.1 $829k 7.6k 109.32
Intel Corp Common Stock (INTC) 0.1 $804k 16k 50.25
Select Utilities MF Closed and MF Open (XLU) 0.1 $792k 13k 63.33
First Trust MF Closed and MF Open (FVD) 0.1 $792k 20k 40.56
Artisan Partners Common Stock (APAM) 0.1 $790k 18k 44.18
Sector Consumer MF Closed and MF Open (XLP) 0.1 $782k 11k 72.03
General Electric Common Stock (GE) 0.1 $776k 6.1k 127.64
Walt Disney Common Stock (DIS) 0.1 $769k 8.5k 90.29
Duke Energy Common Stock (DUK) 0.1 $766k 7.9k 97.04
Vanguard Mega MF Closed and MF Open (MGK) 0.1 $763k 2.9k 259.51
Vanguard Us MF Closed and MF Open (VFMV) 0.1 $759k 7.3k 104.64
Albemarle Corp Common Stock (ALB) 0.1 $751k 5.2k 144.48
Coinbase Global Common Stock (COIN) 0.1 $740k 4.3k 173.92
Spdr Series MF Closed and MF Open (MDYV) 0.1 $738k 10k 73.38
Spdr Portfolio MF Closed and MF Open (SPDW) 0.1 $729k 21k 34.01
Marathon Petroleum Common Stock (MPC) 0.1 $678k 4.6k 148.35
Elevance Health Common Stock (ELV) 0.1 $630k 1.3k 471.56
FS KKR Common Stock (FSK) 0.1 $627k 31k 19.97
Verizon Communications Common Stock (VZ) 0.1 $599k 16k 37.70
Dnp Select MF Closed and MF Open (DNP) 0.1 $598k 71k 8.48
Spdr Bloomberg MF Closed and MF Open (BILS) 0.1 $597k 6.0k 99.12
Vanguard Russell MF Closed and MF Open (VONE) 0.1 $594k 2.7k 216.94
Oracle Corp Common Stock (ORCL) 0.1 $593k 5.6k 105.43
Broadcom Common Stock (AVGO) 0.1 $593k 531.00 1116.24
Ishares Msci MF Closed and MF Open (SIZE) 0.1 $578k 4.4k 131.87
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.1 $570k 7.0k 81.28
Lockheed Martin Common Stock (LMT) 0.1 $566k 1.2k 453.09
American Electric Common Stock (AEP) 0.1 $559k 6.9k 81.22
Vanguard Fste MF Closed and MF Open (VWO) 0.1 $559k 14k 41.10
First Trust MF Closed and MF Open (FDL) 0.1 $553k 15k 35.88
Nextera Energy Common Stock (NEE) 0.1 $547k 9.0k 60.74
Airbnb Common Stock (ABNB) 0.1 $537k 3.9k 136.14
Victoryshares Us MF Closed and MF Open (CDL) 0.1 $525k 9.0k 58.46
Global X MF Closed and MF Open (QYLD) 0.1 $520k 30k 17.34
Vanguard Mega MF Closed and MF Open (MGV) 0.1 $519k 4.7k 109.37
Vanguard Russell MF Closed and MF Open (VTHR) 0.1 $514k 2.4k 212.83
U S Bancorp De Common Stock (USB) 0.1 $507k 12k 43.28
British Amern Common Stock (BTI) 0.1 $503k 17k 29.29
Fedex Corp Common Stock (FDX) 0.1 $500k 2.0k 252.93
First Trust MF Closed and MF Open (FVC) 0.1 $486k 15k 32.77
Teva Pharmaceutical Common Stock (TEVA) 0.1 $484k 46k 10.44
Dominion Energy Common Stock (D) 0.1 $466k 9.9k 47.00
Spdr Index MF Closed and MF Open (QEFA) 0.1 $463k 6.3k 73.08
Anheuser Busch Common Stock (BUD) 0.1 $462k 7.2k 64.62
Vanguard Russell MF Closed and MF Open (VONG) 0.1 $462k 5.9k 78.02
Vanguard Small MF Closed and MF Open (VBR) 0.1 $455k 2.5k 179.97
Mastercard Common Stock (MA) 0.1 $451k 1.1k 426.68
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $450k 17k 26.35
Ishares Msci MF Closed and MF Open (EFAV) 0.1 $450k 6.5k 69.34
Ford Motor Common Stock (F) 0.1 $442k 36k 12.19
Spdr Corp MF Closed and MF Open (SPBO) 0.1 $441k 15k 29.41
Linde Common Stock (LIN) 0.1 $438k 1.1k 410.78
Wells Fargo Common Stock (WFC) 0.1 $438k 8.9k 49.22
Salesforce Common Stock (CRM) 0.1 $436k 1.7k 263.07
Tempur Sealy Common Stock (TPX) 0.1 $434k 8.5k 50.97
Deere & Co Common Stock (DE) 0.1 $433k 1.1k 399.80
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.1 $432k 31k 13.80
Ecolab Common Stock (ECL) 0.1 $425k 2.1k 198.31
Invesco Exchange MF Closed and MF Open (SPHQ) 0.1 $419k 7.7k 54.08
Fidelity National Common Stock (FIS) 0.1 $415k 6.9k 60.07
Spdr Portfolio MF Closed and MF Open (SPSM) 0.1 $407k 9.7k 42.18
Global X MF Closed and MF Open (BOTZ) 0.1 $406k 14k 28.50
Draftkings Common Stock (DKNG) 0.1 $405k 12k 35.25
Blackstone Common Stock (BX) 0.1 $403k 3.1k 130.90
BP Common Stock (BP) 0.1 $403k 11k 35.40
Ishares Msci MF Closed and MF Open (ACWV) 0.1 $402k 4.0k 100.35
Lam Research Corporation Common Stock 0.1 $398k 508.00 783.94
Intl Business Common Stock (IBM) 0.1 $398k 2.4k 163.56
Southern Company Common Stock (SO) 0.1 $398k 5.7k 70.13
Travelers Cos Common Stock (TRV) 0.1 $393k 2.1k 190.49
Spdr Series MF Closed and MF Open (XES) 0.1 $383k 4.5k 84.52
Alps Sector MF Closed and MF Open (SDOG) 0.1 $381k 7.4k 51.26
Spdr Ssga MF Closed and MF Open (RLY) 0.1 $380k 14k 27.22
Ishares Core MF Closed and MF Open (IUSB) 0.1 $374k 8.1k 46.07
Spdr Nuveen MF Closed and MF Open (SHM) 0.1 $363k 7.6k 47.79
Thermo Fisher Common Stock (TMO) 0.1 $358k 675.00 530.85
Ishares Tips MF Closed and MF Open (TIP) 0.1 $355k 3.3k 107.47
Spdr Portfolio MF Closed and MF Open (SPTM) 0.1 $355k 6.1k 58.45
Amgen Common Stock (AMGN) 0.1 $351k 1.2k 287.91
Mondelez International Common Stock (MDLZ) 0.1 $350k 4.8k 72.43
Vaneck Long MF Closed and MF Open (MLN) 0.1 $350k 19k 18.25
Kimberly Clark Common Stock (KMB) 0.1 $346k 2.8k 121.51
Vanguard Short MF Closed and MF Open (BSV) 0.1 $343k 4.5k 77.02
Blackrock Ultra MF Closed and MF Open (ICSH) 0.1 $341k 6.8k 50.36
GSK Common Stock (GSK) 0.1 $341k 9.2k 37.06
Independent Bank Common Stock (IBCP) 0.1 $340k 13k 26.02
Spdr Gold Common Stock (GLD) 0.1 $338k 1.8k 191.17
Realty Income Common Stock (O) 0.1 $336k 5.9k 57.42
Proshares Trust MF Closed and MF Open (NOBL) 0.1 $335k 3.5k 95.21
Spdr Series MF Closed and MF Open (XNTK) 0.1 $331k 2.0k 164.15
Alps Alerian MF Closed and MF Open (AMLP) 0.1 $326k 7.7k 42.52
India Fund MF Closed and MF Open (IFN) 0.1 $319k 18k 18.29
Waste Management Common Stock (WM) 0.1 $319k 1.8k 179.06
Vanguard Short MF Closed and MF Open (VTIP) 0.1 $318k 6.7k 47.49
Pacer Data MF Closed and MF Open (SRVR) 0.1 $317k 11k 29.81
Vanguard Large MF Closed and MF Open (VV) 0.1 $315k 1.4k 218.15
RH Common Stock (RH) 0.1 $311k 1.1k 291.48
Ishares Silver Common Stock (SLV) 0.1 $308k 14k 21.78
Bank New York Common Stock (BK) 0.1 $307k 5.9k 52.05
Schlumberger Common Stock (SLB) 0.1 $306k 5.9k 52.04
First Trust MF Closed and MF Open (FYX) 0.1 $304k 3.3k 91.56
Vanguard Health MF Closed and MF Open (VHT) 0.1 $304k 1.2k 250.76
Vanguard Extended MF Closed and MF Open (VXF) 0.1 $304k 1.8k 164.42
SPDR S&P MF Closed and MF Open (KRE) 0.1 $300k 5.7k 52.43
Invesco Bulletshares MF Closed and MF Open 0.1 $299k 14k 20.89
Ishares Msci MF Closed and MF Open (EFG) 0.1 $298k 3.1k 96.85
First Trust MF Closed and MF Open (MDIV) 0.1 $296k 19k 15.65
Schwab Intl MF Closed and MF Open (SCHF) 0.1 $296k 8.0k 36.96
Kroger Common Stock (KR) 0.1 $295k 6.5k 45.71
Ppl Corp Common Stock (PPL) 0.1 $291k 11k 27.10
Vanguard Total MF Closed and MF Open (VXUS) 0.1 $291k 5.0k 57.95
First Trust MF Closed and MF Open (FDN) 0.1 $289k 1.6k 186.55
Micron Technology Common Stock (MU) 0.0 $286k 3.3k 85.34
Vanguard Real MF Closed and MF Open (VNQ) 0.0 $285k 3.2k 88.36
Costco Wholesale Common Stock (COST) 0.0 $282k 427.00 660.03
Kla Corp Common Stock (KLAC) 0.0 $277k 476.00 581.38
Invesco Dorsey MF Closed and MF Open (PDP) 0.0 $275k 3.2k 85.49
Spdr Port MF Closed and MF Open (SPEU) 0.0 $274k 6.8k 40.32
Wec Energy Common Stock (WEC) 0.0 $270k 3.2k 84.17
Ishares Core MF Closed and MF Open (AGG) 0.0 $269k 2.7k 99.24
Target Corp Common Stock (TGT) 0.0 $267k 1.9k 142.39
Turning Point Common Stock (TPB) 0.0 $265k 10k 26.32
Vanguard Global MF Closed and MF Open (VNQI) 0.0 $264k 6.2k 42.59
Spdr Bloomberg MF Closed and MF Open (TIPX) 0.0 $259k 14k 18.59
Vanguard Long MF Closed and MF Open (BLV) 0.0 $259k 3.5k 74.58
Victory Victoryshares MF Closed and MF Open (QQQN) 0.0 $258k 9.5k 27.15
Ishares Intl MF Closed and MF Open (IDV) 0.0 $255k 9.1k 27.99
Enbridge Common Stock (ENB) 0.0 $254k 7.1k 36.02
Vanguard Municipal MF Closed and MF Open (VTEB) 0.0 $250k 4.9k 51.05
Palo Alto Common Stock (PANW) 0.0 $248k 842.00 294.88
Ishares U S MF Closed and MF Open (PFF) 0.0 $248k 7.9k 31.19
Arrowhead Pharmaceutical Common Stock (ARWR) 0.0 $245k 8.0k 30.60
Welltower Common Stock (WELL) 0.0 $242k 2.7k 90.17
Vanguard Mid MF Closed and MF Open (VOT) 0.0 $241k 1.1k 219.66
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.0 $241k 8.4k 28.88
Illumina Common Stock (ILMN) 0.0 $239k 1.7k 139.24
Goldman Sachs MF Closed and MF Open (GSLC) 0.0 $239k 2.5k 93.83
First Trust MF Closed and MF Open (KNG) 0.0 $238k 4.6k 51.68
Citigroup Common Stock (C) 0.0 $237k 4.6k 51.44
Avantis U S MF Closed and MF Open (AVUV) 0.0 $235k 2.6k 89.81
First Trust MF Closed and MF Open (EMLP) 0.0 $234k 8.5k 27.69
Cencora Common Stock (COR) 0.0 $234k 1.1k 205.38
Tjx Cos Common Stock (TJX) 0.0 $233k 2.5k 93.81
Invesco Common Stock (IVZ) 0.0 $233k 13k 17.84
Airgain Common Stock (AIRG) 0.0 $232k 65k 3.56
Global X MF Closed and MF Open (MLPA) 0.0 $231k 5.2k 44.30
Yum Brands Common Stock (YUM) 0.0 $231k 1.8k 130.66
Altria Group Common Stock (MO) 0.0 $229k 5.7k 40.34
Allstate Corp Common Stock (ALL) 0.0 $228k 1.6k 139.97
Blackrock Science MF Closed and MF Open (BST) 0.0 $227k 6.7k 33.66
Global X MF Closed and MF Open (PFFD) 0.0 $227k 12k 19.40
Emerson Electric Common Stock (EMR) 0.0 $226k 2.3k 97.35
Spdr Bloomberg MF Closed and MF Open (JNK) 0.0 $226k 2.4k 94.75
Ishares Core MF Closed and MF Open (IXUS) 0.0 $225k 3.5k 64.92
Honeywell Intl Common Stock (HON) 0.0 $225k 1.1k 209.74
Blue Owl Common Stock (OBDC) 0.0 $225k 15k 14.76
Air Products Common Stock (APD) 0.0 $224k 818.00 273.94
Pimco Ehnanced MF Closed and MF Open (MINT) 0.0 $224k 2.2k 99.78
Ishares U S MF Closed and MF Open (LRGF) 0.0 $220k 4.6k 48.29
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.0 $219k 4.7k 46.36
Schwab Us MF Closed and MF Open (SCHD) 0.0 $218k 2.9k 76.12
Southern Copper Common Stock (SCCO) 0.0 $218k 2.5k 86.07
Vanguard S&p MF Closed and MF Open (IVOV) 0.0 $218k 2.5k 87.19
Kenvue Common Stock (KVUE) 0.0 $215k 10k 21.53
Invesco Exchange MF Closed and MF Open (PDN) 0.0 $212k 6.5k 32.48
Vanguard International MF Closed and MF Open (VIGI) 0.0 $210k 2.6k 79.34
Sector Industrial MF Closed and MF Open (XLI) 0.0 $209k 1.8k 113.99
Royal Caribbean Common Stock (RCL) 0.0 $209k 1.6k 129.49
Oneok Common Stock (OKE) 0.0 $208k 3.0k 70.22
Adobe Common Stock (ADBE) 0.0 $208k 348.00 596.60
Kkr & Co Common Stock (KKR) 0.0 $208k 2.5k 82.87
Ollies Bargain Common Stock (OLLI) 0.0 $207k 2.7k 75.89
Spdr Blackstone MF Closed and MF Open (SRLN) 0.0 $203k 4.8k 41.93
Newell Brands Common Stock (NWL) 0.0 $200k 23k 8.68
Haleon Common Stock (HLN) 0.0 $178k 22k 8.23
Cohen & Steers MF Closed and MF Open (RQI) 0.0 $166k 14k 12.24
Blackstone Strategic MF Closed and MF Open (BGB) 0.0 $165k 15k 11.32
Editas Medicine Common Stock (EDIT) 0.0 $142k 14k 10.13
Ionq Common Stock (IONQ) 0.0 $136k 11k 12.39
Iovance Biotherapeutics Common Stock (IOVA) 0.0 $122k 15k 8.13
Vodafone Group Common Stock (VOD) 0.0 $91k 10k 8.70
Inovio Pharmaceuticals Common Stock 0.0 $63k 123k 0.51
Pimco Strategic MF Closed and MF Open (RCS) 0.0 $62k 10k 6.08
Poseida Therapeutics Common Stock (PSTX) 0.0 $50k 15k 3.36
Danimer Scientific Common Stock (DNMR) 0.0 $47k 46k 1.02
Lumen Technologies Common Stock (LUMN) 0.0 $20k 11k 1.83