Keystone Financial Group

Keystone Financial Group as of Sept. 30, 2025

Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 430 positions in its portfolio as reported in the September 2025 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) 6.5 $74M 120k 617.85
Apple Common Stock (AAPL) 6.5 $74M 354k 209.04
Eli Lilly And Common Stock (LLY) 3.7 $43M 57k 751.99
Spdr Portfolio MF Closed and MF Open (SPLG) 3.2 $37M 507k 72.69
Nvidia Corp Common Stock (NVDA) 3.1 $36M 216k 164.23
Vanguard Total Stock Market Etf MF Closed and MF Open (VTI) 3.0 $35M 115k 303.98
Palantir Technologies Common Stock (PLTR) 3.0 $34M 249k 136.32
Spdr Portfolio MF Closed and MF Open (SPYG) 2.8 $32M 339k 95.32
Tesla Common Stock (TSLA) 2.5 $29M 86k 331.80
Victoryshares Free MF Closed and MF Open (VFLO) 2.4 $28M 778k 35.35
Microsoft Corp Common Stock (MSFT) 2.2 $25M 50k 499.29
Meta Platforms Inc Class A Common Stock (META) 2.1 $24M 32k 766.39
Amazon Common Stock (AMZN) 1.8 $21M 94k 219.39
Vanguard S&p 500 Etf MF Closed and MF Open (VOO) 1.7 $20M 34k 570.76
Jpmorgan Us MF Closed and MF Open (JQUA) 1.7 $20M 324k 60.05
Berkshire Hathaway Class B Common Stock (BRK.B) 1.7 $19M 40k 484.26
Ishares U S MF Closed and MF Open (DYNF) 1.7 $19M 352k 54.46
Jpmorgan Chase & Co Common Stock (JPM) 1.4 $16M 54k 289.81
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A) 1.1 $12M 17.00 714028.29
Advanced Micro Devic Common Stock (AMD) 1.0 $12M 76k 157.37
Invesco Qqq MF Closed and MF Open (QQQ) 1.0 $11M 21k 551.64
Vanguard Value Etf MF Closed and MF Open (VTV) 0.9 $11M 60k 176.75
Vanguard Total Bond Market Etf MF Closed and MF Open (BND) 0.9 $10M 138k 73.55
Seagate Technology H F Common Stock (STX) 0.8 $8.7M 58k 150.40
Invesco S&p MF Closed and MF Open (XLG) 0.8 $8.7M 167k 52.10
T Rowe MF Closed and MF Open (TCAF) 0.7 $8.5M 240k 35.28
Vanguard Growth MF Closed and MF Open (VUG) 0.7 $7.7M 18k 438.39
Ishares Core S&p 500 Etf MF Closed and MF Open (IVV) 0.7 $7.6M 12k 622.22
Johnson & Johnson Common Stock (JNJ) 0.7 $7.6M 47k 162.06
Spdr Doubleline Ttl Rtrnttcl Etf MF Closed and MF Open (TOTL) 0.7 $7.5M 187k 40.05
Ishares U S MF Closed and MF Open (THRO) 0.6 $7.1M 200k 35.58
Alphabet Inc Class C Common Stock (GOOG) 0.6 $6.9M 38k 180.11
Ishares Currency MF Closed and MF Open (HEFA) 0.6 $6.8M 180k 37.96
Spdr Portfolio MF Closed and MF Open (SPTL) 0.6 $6.7M 253k 26.58
Ishares Intl MF Closed and MF Open (BIDD) 0.6 $6.7M 245k 27.28
At&t Common Stock (T) 0.6 $6.4M 226k 28.36
Vanguard Dividend MF Closed and MF Open (VIG) 0.5 $6.3M 31k 204.67
Mcdonalds Corp Common Stock (MCD) 0.5 $6.0M 20k 299.85
Ishares Msci Usa Momntumfct Etf MF Closed and MF Open (MTUM) 0.5 $6.0M 25k 240.50
Vanguard S&p MF Closed and MF Open (VOOG) 0.5 $5.9M 15k 396.55
Victoryshares Us MF Closed and MF Open (CFO) 0.5 $5.8M 82k 71.29
Procter & Gamble Common Stock (PG) 0.5 $5.8M 36k 158.64
Lowes Companies Common Stock (LOW) 0.5 $5.8M 25k 231.12
Boeing Company Common Stock (BA) 0.5 $5.6M 25k 220.02
Exxon Mobil Common Stock (XOM) 0.5 $5.4M 50k 107.80
Ishares Msci MF Closed and MF Open (EMXC) 0.5 $5.4M 85k 63.14
Alphabet Inc Class A Common Stock (GOOGL) 0.4 $5.0M 28k 178.77
Vanguard Mid MF Closed and MF Open (VO) 0.4 $5.0M 18k 279.83
Grayscale Bitcoin MF Closed and MF Open (GBTC) 0.4 $5.0M 54k 91.82
Vaneck Long Muni Etf MF Closed and MF Open (MLN) 0.4 $5.0M 295k 16.83
Abbott Laboratories Common Stock (ABT) 0.4 $5.0M 37k 133.52
Vanguard Small MF Closed and MF Open (VB) 0.4 $4.7M 20k 236.98
Ishares Core MF Closed and MF Open (ITOT) 0.4 $4.7M 35k 135.04
Vaneck Cef Muni Income Etf MF Closed and MF Open (XMPT) 0.4 $4.6M 218k 20.87
Vanguard S&p MF Closed and MF Open (VOOV) 0.4 $4.4M 23k 188.71
Netflix Common Stock (NFLX) 0.4 $4.1M 3.1k 1313.25
Ishares Gold Common Stock (IAU) 0.3 $3.9M 63k 62.36
First Trust MF Closed and MF Open (BUFR) 0.3 $3.9M 121k 31.80
Ishares Core MF Closed and MF Open (IAGG) 0.3 $3.8M 75k 51.09
Home Depot Common Stock (HD) 0.3 $3.8M 10k 375.69
Walt Disney Common Stock (DIS) 0.3 $3.7M 32k 115.65
Ishares Msci Usa Min Volfctr Etf MF Closed and MF Open (USMV) 0.3 $3.7M 40k 93.83
Ishares Msci Usa Qlty Fact Etf MF Closed and MF Open (QUAL) 0.3 $3.6M 20k 182.95
Spdr S&p Midcap 400 Etf MF Closed and MF Open (MDY) 0.3 $3.6M 6.4k 567.38
Chipotle Mexican Common Stock (CMG) 0.3 $3.6M 77k 46.83
Financial Select MF Closed and MF Open (XLF) 0.3 $3.6M 68k 52.37
Nike Inc Class B Common Stock (NKE) 0.3 $3.5M 47k 74.03
Abbvie Common Stock (ABBV) 0.3 $3.4M 18k 185.62
Invesco S&p MF Closed and MF Open (RSP) 0.3 $3.3M 18k 181.74
Ishares Core MF Closed and MF Open (DGRO) 0.3 $3.2M 51k 63.94
Spdr Mortgage MF Closed and MF Open (SPMB) 0.3 $3.1M 142k 22.10
Wells Fargo & Co Common Stock (WFC.PL) 0.3 $3.1M 2.8k 1134.74
Chevron Corp Common Stock (CVX) 0.3 $3.1M 22k 143.19
Vanguard S&p MF Closed and MF Open (IVOO) 0.3 $3.0M 29k 104.98
Philip Morris Common Stock (PM) 0.3 $3.0M 17k 182.13
Walmart Common Stock (WMT) 0.3 $2.9M 30k 97.78
Spdr Portfolio MF Closed and MF Open (SPYV) 0.2 $2.9M 55k 52.34
Vanguard S&p MF Closed and MF Open (VIOO) 0.2 $2.7M 27k 101.23
Visa Common Stock (V) 0.2 $2.6M 7.3k 355.04
Ishares Core S&p Small Cap Etf MF Closed and MF Open (IJR) 0.2 $2.6M 23k 109.90
Vanguard Russell MF Closed and MF Open (VONE) 0.2 $2.5M 9.0k 280.86
Spdr Dow MF Closed and MF Open (DIA) 0.2 $2.5M 5.6k 440.61
Coca Cola Company Common Stock (KO) 0.2 $2.4M 34k 70.75
Ishares Flexible MF Closed and MF Open (BINC) 0.2 $2.4M 45k 52.84
First Trust MF Closed and MF Open (SDVY) 0.2 $2.3M 66k 35.28
Pfizer Common Stock (PFE) 0.2 $2.3M 95k 24.24
First Trust MF Closed and MF Open (RDVY) 0.2 $2.3M 36k 62.74
First Trust MF Closed and MF Open (FMB) 0.2 $2.2M 45k 49.82
Schwab Government Money Ultra Mutual Fund (SGUXX) 0.2 $2.2M 2.2M 1.00
Victoryshares U S MF Closed and MF Open (CDC) 0.2 $2.2M 34k 63.71
Merck & Co Common Stock (MRK) 0.2 $2.1M 27k 79.23
Vanguard High MF Closed and MF Open (VYM) 0.2 $2.1M 16k 133.31
Ishares Core Msci Emerging Etf MF Closed and MF Open (IEMG) 0.2 $2.1M 35k 60.13
Pepsico Common Stock (PEP) 0.2 $2.1M 16k 132.69
Ishares Global Tech Etf MF Closed and MF Open (IXN) 0.2 $2.1M 23k 92.80
Broadcom Common Stock (AVGO) 0.2 $2.1M 7.5k 275.65
Energy Select MF Closed and MF Open (XLE) 0.2 $2.0M 24k 84.81
Victoryshares Us MF Closed and MF Open (CFA) 0.2 $2.0M 23k 87.96
CAPITAL GROUP CORE Common Stock ETF MF Closed and MF Open (CGUS) 0.2 $2.0M 53k 36.95
Ishares Core MF Closed and MF Open (IEFA) 0.2 $1.9M 23k 83.48
Crowdstrike Holdings Common Stock (CRWD) 0.2 $1.8M 3.6k 509.31
Utilities Select MF Closed and MF Open (XLU) 0.2 $1.8M 22k 81.66
Technology Select MF Closed and MF Open (XLK) 0.2 $1.7M 6.9k 253.23
Ge Aerospace Common Stock (GE) 0.1 $1.6M 6.4k 257.40
RH Common Stock (RH) 0.1 $1.6M 7.8k 209.22
Schwab Us MF Closed and MF Open (SCHG) 0.1 $1.6M 54k 29.21
Cisco Systems Common Stock (CSCO) 0.1 $1.6M 23k 69.40
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.1 $1.6M 86k 18.13
Intl Business Common Stock (IBM) 0.1 $1.5M 5.2k 294.78
Intl Paper Common Stock (IP) 0.1 $1.5M 32k 46.83
Ishares S&p MF Closed and MF Open (IUSG) 0.1 $1.5M 9.9k 150.41
Norfolk Southern Common Stock (NSC) 0.1 $1.5M 5.7k 255.97
Marathon Petroleum Common Stock (MPC) 0.1 $1.4M 8.7k 166.11
Oracle Corp Common Stock (ORCL) 0.1 $1.4M 6.5k 218.62
Palo Alto Networks Common Stock (PANW) 0.1 $1.4M 8.4k 168.06
Ishares Msci MF Closed and MF Open (IQLT) 0.1 $1.4M 32k 43.22
Vanguard Mega Cap Growthetf MF Closed and MF Open (MGK) 0.1 $1.4M 3.8k 367.21
Ishares Core S&p Mid Capetf MF Closed and MF Open (IJH) 0.1 $1.4M 22k 62.03
Draftkings Inc New Class A Common Stock (DKNG) 0.1 $1.3M 32k 42.57
Bank America Common Stock (BAC) 0.1 $1.3M 28k 47.32
Ishares High MF Closed and MF Open (HIMU) 0.1 $1.3M 27k 48.63
Vanguard Information MF Closed and MF Open (VGT) 0.1 $1.3M 2.0k 663.29
Vanguard Ftse MF Closed and MF Open (VEU) 0.1 $1.3M 20k 67.22
Unilever Common Stock (UL) 0.1 $1.3M 21k 61.17
First Trust MF Closed and MF Open (FYX) 0.1 $1.3M 14k 97.28
Costco Wholesale Common Stock (COST) 0.1 $1.3M 1.3k 989.56
Duke Energy Common Stock (DUK) 0.1 $1.3M 11k 118.00
3m Company Common Stock (MMM) 0.1 $1.3M 8.3k 152.26
Ionq Common Stock (IONQ) 0.1 $1.3M 29k 42.97
Lockheed Martin Corp Common Stock (LMT) 0.1 $1.3M 2.8k 445.32
Verizon Communications I Common Stock (VZ) 0.1 $1.2M 28k 43.27
Ollies Bargain Outlet Hl Common Stock (OLLI) 0.1 $1.2M 9.1k 134.23
Virtus MF Closed and MF Open (NIE) 0.1 $1.2M 51k 23.90
Barrick Mining Common Stock (B) 0.1 $1.2M 57k 20.82
First Trust MF Closed and MF Open (FVD) 0.1 $1.2M 26k 44.70
Vanguard Us MF Closed and MF Open (VFMV) 0.1 $1.2M 9.1k 128.23
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $1.2M 38k 31.01
Airbnb Inc Class A Common Stock (ABNB) 0.1 $1.2M 9.4k 123.84
Southern Company Common Stock (SO) 0.1 $1.2M 13k 91.83
First Trust MF Closed and MF Open (FTCS) 0.1 $1.1M 13k 90.89
Ishares Semiconductor MF Closed and MF Open (SOXX) 0.1 $1.1M 4.7k 238.69
Victoryshares Dividend MF Closed and MF Open (VSDA) 0.1 $1.1M 21k 51.80
Qualcomm Common Stock (QCOM) 0.1 $1.1M 6.9k 159.26
Artisan Partners Common Stock (APAM) 0.1 $1.1M 25k 44.33
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $1.1M 19k 57.01
Ishares Bitcoin MF Closed and MF Open (IBIT) 0.1 $1.1M 18k 61.21
United Parcel Common Stock (UPS) 0.1 $1.1M 11k 100.94
Nextera Energy Common Stock (NEE) 0.1 $1.1M 15k 69.42
Spdr Gold Common Stock (GLD) 0.1 $1.0M 3.4k 304.83
Capital Group MF Closed and MF Open (CGGR) 0.1 $1.0M 25k 40.65
Spdr Developed MF Closed and MF Open (SPDW) 0.1 $1.0M 25k 40.49
Enbridge Common Stock (ENB) 0.1 $1.0M 22k 45.32
American Electric Common Stock (AEP) 0.1 $1.0M 9.7k 103.76
Vaneck Morningstar MF Closed and MF Open (MOAT) 0.1 $986k 11k 93.79
Dominion Energy Common Stock (D) 0.1 $968k 17k 56.62
Capital Group MF Closed and MF Open (CGDV) 0.1 $961k 24k 39.49
Tjx Cos Common Stock (TJX) 0.1 $957k 7.4k 129.89
Healthcare Select MF Closed and MF Open (XLV) 0.1 $939k 7.0k 134.80
Vanguard Us MF Closed and MF Open (VFVA) 0.1 $929k 7.9k 118.30
Spdr Bloomberg MF Closed and MF Open (BILS) 0.1 $925k 9.3k 99.43
Schwab Government Money Inv Government Money (SGVT) 0.1 $920k 920k 1.00
Ishares S&p MF Closed and MF Open (IVE) 0.1 $919k 4.7k 195.44
Albemarle Corp Preferred Stock (ALB.PA) 0.1 $913k 29k 32.10
Deere & Co Common Stock (DE) 0.1 $910k 1.8k 508.42
Vanguard Large MF Closed and MF Open (VV) 0.1 $902k 3.2k 285.33
Spdr Series MF Closed and MF Open (MDYV) 0.1 $886k 11k 79.43
Illinois Tool Common Stock (ITW) 0.1 $881k 3.6k 247.23
Ishares Treasury MF Closed and MF Open (TFLO) 0.1 $843k 17k 50.65
Coinbase Global Common Stock (COIN) 0.1 $837k 2.4k 350.49
British Amern Common Stock (BTI) 0.1 $835k 18k 47.33
Taiwan Semiconductor Common Stock (TSM) 0.1 $831k 3.7k 226.51
Fedex Corp Common Stock (FDX) 0.1 $831k 3.7k 225.17
Sector Consumer MF Closed and MF Open (XLP) 0.1 $827k 10k 80.97
First Trust MF Closed and MF Open (FV) 0.1 $824k 14k 59.26
Vanguard Russell MF Closed and MF Open (VONG) 0.1 $822k 7.5k 109.20
Dnp Select MF Closed and MF Open (DNP) 0.1 $817k 84k 9.79
Industrial Select MF Closed and MF Open (XLI) 0.1 $817k 5.5k 147.52
Diageo Common Stock (DEO) 0.1 $799k 7.9k 100.85
SPDR S&P MF Closed and MF Open (SLYV) 0.1 $787k 9.9k 79.76
Alliancebernstein Hld Oil & Gas, Real Estate and REIT (AB) 0.1 $774k 19k 40.36
Kroger Common Stock (KR) 0.1 $766k 11k 72.23
Global X MF Closed and MF Open (QYLD) 0.1 $765k 46k 16.72
Grab Holdings Common Stock (GRAB) 0.1 $741k 147k 5.03
Ishares Preferred Incomesec Etf MF Closed and MF Open (PFF) 0.1 $735k 24k 30.80
Axon Enterprise Common Stock (AXON) 0.1 $734k 886.00 827.94
Altria Group Common Stock (MO) 0.1 $727k 12k 58.63
Vanguard Russell MF Closed and MF Open (VTHR) 0.1 $713k 2.6k 272.75
Ishares Msci Usa Size Factor Etf MF Closed and MF Open (SIZE) 0.1 $708k 4.6k 154.60
Ge Vernova Common Stock (GEV) 0.1 $704k 1.3k 529.28
Mastercard Common Stock (MA) 0.1 $697k 1.2k 562.02
Invesco Nasdaq MF Closed and MF Open (QQQM) 0.1 $694k 3.1k 227.07
Csx Corp Common Stock (CSX) 0.1 $693k 21k 32.63
Motley Fool MF Closed and MF Open (TMFC) 0.1 $691k 11k 64.51
First Trust MF Closed and MF Open (EMLP) 0.1 $689k 18k 37.51
Vanguard Mega MF Closed and MF Open (MGV) 0.1 $684k 5.2k 131.20
Tcw Flexible MF Closed and MF Open (FLXR) 0.1 $671k 17k 39.45
Ishares Twenty Plus Treasury Bond Etf MF Closed and MF Open (TLT) 0.1 $666k 7.5k 88.25
American Express Common Stock (AXP) 0.1 $662k 2.1k 319.06
Teva Pharmaceutical Common Stock (TEVA) 0.1 $660k 39k 16.76
Vanguard Total MF Closed and MF Open (VXUS) 0.1 $658k 9.5k 69.09
Ishares Aaa MF Closed and MF Open (QLTA) 0.1 $644k 14k 47.84
Bank New York Mellon Cor Common Stock (BK) 0.1 $643k 7.0k 91.98
U S Bancorp De Common Stock (USB) 0.1 $639k 14k 45.25
Global X MF Closed and MF Open (BOTZ) 0.1 $632k 19k 32.65
Waste Management Common Stock (WM) 0.1 $624k 2.7k 228.83
Spdr Nuveen MF Closed and MF Open (HYMB) 0.1 $620k 25k 24.78
Elevance Health Common Stock (ELV) 0.1 $611k 1.6k 370.55
Becton Dickinson Common Stock (BDX) 0.1 $609k 3.5k 172.25
Vanguard Fste MF Closed and MF Open (VWO) 0.1 $600k 12k 49.46
Lam Resh Corp Common Stock (LRCX) 0.1 $598k 6.1k 97.75
First Trust MF Closed and MF Open (FDL) 0.1 $589k 14k 41.87
Global X MF Closed and MF Open (AIQ) 0.1 $583k 13k 43.69
Realty Income Common Stock (O) 0.0 $571k 9.9k 57.61
Travelers Cos Common Stock (TRV) 0.0 $565k 2.1k 267.50
Vistra Corp Common Stock (VST) 0.0 $560k 2.9k 193.83
Blackstone Common Stock (BX) 0.0 $560k 3.7k 149.60
Grayscale Bitcoin Mini Trust Etf MF Closed and MF Open (BTC) 0.0 $556k 11k 51.19
Spdr Ssga MF Closed and MF Open (RLY) 0.0 $553k 19k 29.09
Oneok Common Stock (OKE) 0.0 $544k 6.7k 81.63
Community Trust Common Stock (CTBI) 0.0 $543k 10k 53.58
Linde Common Stock (LIN) 0.0 $538k 1.1k 469.30
Nrg Energy Common Stock (NRG) 0.0 $537k 3.3k 160.59
Schwab Fundamental MF Closed and MF Open (FNDF) 0.0 $528k 13k 40.02
Vanguard Core MF Closed and MF Open (VCRB) 0.0 $528k 6.8k 77.58
Ishares Us Treasury Bondetf MF Closed and MF Open (GOVT) 0.0 $528k 23k 22.97
Kla Corp Common Stock (KLAC) 0.0 $526k 587.00 896.26
Wells Fargo Common Stock (WFC) 0.0 $525k 6.6k 80.12
Fidelity National Common Stock (FIS) 0.0 $512k 6.3k 81.41
Ishares Msci MF Closed and MF Open (EFAV) 0.0 $503k 6.0k 84.06
Unitedhealth Group Common Stock (UNH) 0.0 $501k 1.7k 302.23
Ecolab Common Stock (ECL) 0.0 $495k 1.8k 269.47
Capital Group MF Closed and MF Open (CGMU) 0.0 $485k 18k 26.69
First Trust MF Closed and MF Open (GRID) 0.0 $479k 3.4k 139.03
Ishares Silver Common Stock (SLV) 0.0 $475k 15k 32.81
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.0 $473k 5.7k 82.92
First Trust MF Closed and MF Open (CIBR) 0.0 $469k 6.2k 75.59
Spdr Nyse MF Closed and MF Open (XNTK) 0.0 $467k 2.0k 237.28
Vanguard Esg MF Closed and MF Open (ESGV) 0.0 $467k 4.3k 109.64
Fidelity Total MF Closed and MF Open (FBND) 0.0 $458k 10k 45.75
Victoryshares Core MF Closed and MF Open (UITB) 0.0 $454k 9.6k 47.07
Pacer Us Cash Cows 100 Etf MF Closed and MF Open (COWZ) 0.0 $450k 8.2k 55.11
Welltower Common Stock (WELL) 0.0 $447k 2.9k 153.73
Janus Henderson MF Closed and MF Open (JAAA) 0.0 $447k 8.8k 50.75
Pimco Enhanced Shrt Maturty Actv Etf MF Closed and MF Open (MINT) 0.0 $445k 4.4k 100.50
Spdr Portfolio MF Closed and MF Open (SPTS) 0.0 $443k 15k 29.29
Vanguard Municipal MF Closed and MF Open (VTEB) 0.0 $442k 9.0k 49.03
Proshares S&p MF Closed and MF Open (NOBL) 0.0 $440k 4.4k 100.69
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.0 $440k 13k 34.48
Somnigroup International Common Stock (SGI) 0.0 $437k 6.4k 68.05
Jpmorgan MF Closed and MF Open (JPST) 0.0 $434k 8.6k 50.68
Spdr Portfolio MF Closed and MF Open (SPTM) 0.0 $433k 5.8k 74.90
First Trust MF Closed and MF Open (FDN) 0.0 $426k 1.6k 269.33
Howmet Aerospace Common Stock (HWM) 0.0 $420k 2.3k 186.13
Kimberly Clark Common Stock (KMB) 0.0 $411k 3.2k 128.93
Constellation Energy Common Stock (CEG) 0.0 $410k 1.3k 322.78
Rtx Corp Common Stock (RTX) 0.0 $409k 2.8k 146.04
Kellanova Common Stock (K) 0.0 $407k 5.1k 79.54
Amgen Common Stock (AMGN) 0.0 $405k 1.5k 279.17
First Trust MF Closed and MF Open (FVC) 0.0 $405k 11k 35.53
Salesforce Common Stock (CRM) 0.0 $405k 1.5k 272.60
Ishares Msci MF Closed and MF Open (ACWV) 0.0 $398k 3.4k 118.57
Allstate Corp Common Stock (ALL) 0.0 $396k 2.0k 201.27
Turning Point Common Stock (TPB) 0.0 $394k 5.2k 75.77
Ishares S&p MF Closed and MF Open (IVW) 0.0 $392k 3.6k 110.10
Rigetti Computing Common Stock (RGTI) 0.0 $386k 33k 11.86
Ishares Intl MF Closed and MF Open (IDV) 0.0 $382k 11k 34.51
Gilead Sciences Common Stock (GILD) 0.0 $382k 3.4k 110.87
Brown Forman Corp Cl B Common Stock (BF.B) 0.0 $380k 14k 26.91
Pimco Strategic MF Closed and MF Open (RCS) 0.0 $375k 54k 6.96
FS KKR Common Stock (FSK) 0.0 $373k 18k 20.75
Ameriprise Finl Common Stock (AMP) 0.0 $373k 736.00 506.51
Truist Financial Common Stock (TFC) 0.0 $372k 8.7k 42.98
Ishares Msci MF Closed and MF Open (EFA) 0.0 $371k 4.3k 86.27
Adobe Common Stock (ADBE) 0.0 $367k 960.00 382.39
Anheuser Busch Common Stock (BUD) 0.0 $367k 5.3k 68.73
Medtronic Common Stock (MDT) 0.0 $365k 4.2k 87.18
Vanguard Mega MF Closed and MF Open (MGC) 0.0 $364k 1.6k 224.96
Royal Caribbean Common Stock (RCL) 0.0 $363k 1.2k 313.14
Thermo Fisher Common Stock (TMO) 0.0 $362k 893.00 405.59
Schwab Intl MF Closed and MF Open (SCHF) 0.0 $359k 16k 22.10
Alps Sector MF Closed and MF Open (SDOG) 0.0 $357k 6.2k 57.48
Goldman Sachs Common Stock (GS) 0.0 $357k 504.00 707.53
Verisign Common Stock (VRSN) 0.0 $353k 1.2k 288.82
Price T Common Stock (TROW) 0.0 $350k 3.6k 96.50
Marriott Intl Common Stock (MAR) 0.0 $349k 1.3k 273.23
GSK Common Stock (GSK) 0.0 $348k 9.1k 38.40
Super Micro Common Stock (SMCI) 0.0 $348k 7.1k 49.01
Mondelez International Common Stock (MDLZ) 0.0 $348k 5.2k 67.22
Sherwin-williams Common Stock (SHW) 0.0 $347k 989.00 350.76
Spdr Tips MF Closed and MF Open (SPIP) 0.0 $346k 13k 26.06
Consumer Discretionary MF Closed and MF Open (XLY) 0.0 $344k 1.6k 217.34
Alerian M MF Closed and MF Open (AMLP) 0.0 $342k 7.0k 48.86
Fortive Corp Common Stock (FTV) 0.0 $341k 6.5k 52.13
Invesco S&p MF Closed and MF Open (SPLV) 0.0 $340k 4.7k 72.82
Ishares Biotechnology Etf MF Closed and MF Open (IBB) 0.0 $339k 2.6k 130.04
SPDR S&P MF Closed and MF Open (VLU) 0.0 $338k 1.8k 192.12
Avantis U S MF Closed and MF Open (AVUV) 0.0 $337k 3.7k 91.10
Hims & Hers Health Inc Class A Common Stock (HIMS) 0.0 $337k 6.7k 49.99
Vanguard Total MF Closed and MF Open (BNDX) 0.0 $336k 6.8k 49.51
Global X MF Closed and MF Open (PAVE) 0.0 $333k 7.6k 43.58
Caterpillar Common Stock (CAT) 0.0 $328k 846.00 388.19
Cencora Common Stock (COR) 0.0 $328k 1.1k 299.57
Emerson Electric Common Stock (EMR) 0.0 $325k 2.4k 133.32
Global X MF Closed and MF Open (SHLD) 0.0 $318k 5.3k 60.25
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $318k 1.7k 192.71
Kenvue Common Stock (KVUE) 0.0 $318k 15k 20.93
Wec Energy Common Stock (WEC) 0.0 $317k 3.0k 104.20
Bristol Myers Common Stock (BMY) 0.0 $315k 6.8k 46.29
Blackberry Common Stock (BB) 0.0 $314k 68k 4.58
Starbucks Corp Common Stock (SBUX) 0.0 $313k 3.4k 91.63
Ies Holdings Common Stock (IESC) 0.0 $311k 1.1k 296.23
Spdr Europe MF Closed and MF Open (SPEU) 0.0 $310k 6.4k 48.46
Air Products Common Stock (APD) 0.0 $310k 1.1k 281.95
Stanley Black Common Stock (SWK) 0.0 $309k 4.6k 67.76
Vanguard Intl Dividend Aprectn Etf MF Closed and MF Open (VIGI) 0.0 $309k 3.4k 89.63
Victoryshares Intl MF Closed and MF Open (CIL) 0.0 $308k 6.1k 50.51
Spdr Portfolio MF Closed and MF Open (SPSM) 0.0 $308k 7.2k 42.60
Ishares A I MF Closed and MF Open (BAI) 0.0 $307k 11k 28.85
T Rowe MF Closed and MF Open (TGRT) 0.0 $306k 7.6k 40.42
Capital Group MF Closed and MF Open (CGBL) 0.0 $303k 9.1k 33.44
Invesco Bulletshares MF Closed and MF Open (BSCP) 0.0 $303k 15k 20.68
Lincoln Natl Corp In Common Stock (LNC) 0.0 $301k 8.7k 34.60
Logitech Intl Common Stock (LOGI) 0.0 $300k 3.3k 90.12
Vaneck Merk MF Closed and MF Open (OUNZ) 0.0 $297k 9.3k 31.89
Ishares National MF Closed and MF Open (MUB) 0.0 $295k 2.8k 104.49
Intel Corp Common Stock (INTC) 0.0 $293k 13k 22.40
First Trust MF Closed and MF Open (KNG) 0.0 $293k 6.0k 49.10
Kkr & Co Common Stock (KKR) 0.0 $288k 2.2k 133.05
Ishares Core MF Closed and MF Open (IUSB) 0.0 $288k 6.2k 46.23
Ishares Russell MF Closed and MF Open (IWF) 0.0 $287k 677.00 424.51
Goldman Sachs MF Closed and MF Open (GSLC) 0.0 $286k 2.4k 121.36
Pgim Ultra MF Closed and MF Open (PULS) 0.0 $284k 5.7k 49.76
Yum Brands Common Stock (YUM) 0.0 $283k 1.9k 148.18
Ishares Core MF Closed and MF Open (IXUS) 0.0 $281k 3.6k 77.32
Texas Instruments Common Stock (TXN) 0.0 $280k 1.4k 205.06
First Trust MF Closed and MF Open (FIXD) 0.0 $279k 6.4k 43.89
Vanguard Small MF Closed and MF Open (VBR) 0.0 $277k 1.4k 195.07
Vanguard Core MF Closed and MF Open (VPLS) 0.0 $276k 3.5k 77.80
Vanguard Health MF Closed and MF Open (VHT) 0.0 $275k 1.1k 248.43
Hartford Insurance Common Stock (HIG) 0.0 $275k 2.2k 126.85
First Trust MF Closed and MF Open (MDIV) 0.0 $275k 17k 15.81
Iron Mountain Common Stock (IRM) 0.0 $275k 2.7k 102.55
Solventum Corp Common Stock (SOLV) 0.0 $274k 3.6k 75.84
Pnc Financial Common Stock (PNC) 0.0 $272k 1.5k 186.48
Pimco Investment MF Closed and MF Open (CORP) 0.0 $270k 2.8k 97.32
Vanguard Real MF Closed and MF Open (VNQ) 0.0 $270k 3.0k 89.07
Pacer Data MF Closed and MF Open (SRVR) 0.0 $263k 8.1k 32.32
Spdr Index MF Closed and MF Open (QEFA) 0.0 $263k 3.1k 85.34
Spdr High MF Closed and MF Open (SPHY) 0.0 $260k 11k 23.80
Championx Corp Common Stock (CHX) 0.0 $258k 10k 24.84
Blackrock Science MF Closed and MF Open (BST) 0.0 $257k 6.7k 38.17
Conocophillips Common Stock (COP) 0.0 $256k 2.9k 89.75
Corning Common Stock (GLW) 0.0 $251k 4.8k 52.59
Spdr Series MF Closed and MF Open (XES) 0.0 $251k 4.0k 63.44
Vanguard Global MF Closed and MF Open (VNQI) 0.0 $248k 5.4k 46.15
Global X MF Closed and MF Open (MLPA) 0.0 $248k 4.9k 50.20
Shopify Inc Fclass A Common Stock (SHOP) 0.0 $248k 1.8k 140.96
Schwab Us MF Closed and MF Open (SCHD) 0.0 $247k 9.3k 26.50
Schwab Charles Common Stock (SCHW) 0.0 $246k 2.7k 91.23
Ati Common Stock (ATI) 0.0 $246k 2.9k 86.34
SPDR S&P MF Closed and MF Open (KRE) 0.0 $246k 4.1k 59.39
Willscot Holdings Common Stock (WSC) 0.0 $242k 8.8k 27.40
Wisdomtree Floating MF Closed and MF Open (USFR) 0.0 $240k 4.8k 50.31
BP Common Stock (BP) 0.0 $239k 8.0k 29.93
SPDR S&P MF Closed and MF Open (XAR) 0.0 $238k 1.1k 210.94
Vanguard S&p MF Closed and MF Open (IVOV) 0.0 $238k 2.5k 95.45
Citigroup Common Stock (C) 0.0 $232k 2.7k 85.12
Republic Services Common Stock (RSG) 0.0 $232k 939.00 246.61
Spdr Bloomberg MF Closed and MF Open (JNK) 0.0 $229k 2.4k 97.26
Ishares Core MF Closed and MF Open (AGG) 0.0 $228k 2.3k 99.20
Morgan Stanley Common Stock (MS) 0.0 $225k 1.6k 140.89
Uber Technologies Common Stock (UBER) 0.0 $225k 2.4k 93.23
Invesco Bulletshares MF Closed and MF Open (BSCQ) 0.0 $224k 12k 19.52
O Reilly Automotive Common Stock (ORLY) 0.0 $223k 2.5k 90.13
Hercules Capital Common Stock (HTGC) 0.0 $223k 12k 18.28
Invesco Dorsey MF Closed and MF Open (PDP) 0.0 $223k 2.1k 108.59
Evergy Common Stock (EVRG) 0.0 $221k 3.2k 68.93
Harbor Long MF Closed and MF Open (WINN) 0.0 $221k 7.6k 29.13
Haleon Common Stock (HLN) 0.0 $220k 21k 10.37
Franklin Resources Common Stock (BEN) 0.0 $220k 9.2k 23.85
Global X MF Closed and MF Open (PFFD) 0.0 $218k 12k 18.83
Estee Lauder Common Stock (EL) 0.0 $217k 2.7k 80.81
Vanguard Mid MF Closed and MF Open (VOT) 0.0 $216k 761.00 284.42
Asml Holding Common Stock (ASML) 0.0 $216k 269.00 802.26
First Trust MF Closed and MF Open (FPE) 0.0 $215k 12k 17.80
Southern Copper Common Stock (SCCO) 0.0 $215k 2.1k 101.17
Spdr Portfolio MF Closed and MF Open (SPMD) 0.0 $214k 3.9k 54.38
Schlumberger Common Stock (SLB) 0.0 $214k 6.3k 33.80
Blackrock Fdg Common Stock (BLK) 0.0 $213k 203.00 1050.87
Analog Devices Common Stock (ADI) 0.0 $211k 887.00 238.01
Alibaba Group Common Stock (BABA) 0.0 $210k 1.9k 113.41
Applied Materials Common Stock (AMAT) 0.0 $209k 1.1k 183.25
Neos Nasdaq MF Closed and MF Open (QQQI) 0.0 $208k 4.0k 52.01
Nutrien Common Stock (NTR) 0.0 $206k 3.5k 58.25
Novo Nordisk Common Stock (NVO) 0.0 $205k 3.0k 69.03
Plains All Oil & Gas, Real Estate and REIT (PAA) 0.0 $204k 11k 18.32
Reaves Utility MF Closed and MF Open (UTG) 0.0 $204k 5.6k 36.18
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Common Stock (NVS) 0.0 $204k 1.7k 119.82
Reddit Common Stock (RDDT) 0.0 $203k 1.3k 150.57
Ge Healthcare Common Stock (GEHC) 0.0 $203k 2.7k 74.07
India Fund MF Closed and MF Open (IFN) 0.0 $202k 12k 16.53
Vanguard Short MF Closed and MF Open (VTIP) 0.0 $201k 4.0k 50.27
Sylvamo Corp Common Stock (SLVM) 0.0 $201k 4.0k 50.10
Invesco Common Stock (IVZ) 0.0 $199k 13k 15.77
Emergent Biosolutions Common Stock (EBS) 0.0 $194k 30k 6.38
Sonos Common Stock (SONO) 0.0 $185k 16k 11.28
New Gold Common Stock (NGD) 0.0 $173k 35k 4.95
Nov Common Stock (NOV) 0.0 $170k 14k 12.43
Ramaco Resources Common Stock (METCB) 0.0 $166k 20k 8.18
Ford Motor Common Stock (F) 0.0 $152k 14k 10.86
Blue Owl Common Stock (OBDC) 0.0 $152k 11k 14.34
Bigbear Ai Common Stock (BBAI) 0.0 $144k 21k 6.79
Blackstone Strategic MF Closed and MF Open (BGB) 0.0 $140k 12k 12.12
Newell Brands Common Stock (NWL) 0.0 $135k 25k 5.40
Cohen & Steers MF Closed and MF Open (RQI) 0.0 $132k 11k 12.45
Pimco Corporate MF Closed and MF Open (PCN) 0.0 $127k 10k 12.69
Lumen Technologies Common Stock (LUMN) 0.0 $120k 27k 4.38
Archer Aviation Common Stock (ACHR) 0.0 $109k 10k 10.85
Airgain Common Stock (AIRG) 0.0 $83k 20k 4.18
Fs Credit MF Closed and MF Open (FSCO) 0.0 $81k 11k 7.26
Caribou Biosciences Common Stock (CRBU) 0.0 $81k 64k 1.26
The Realreal Common Stock (REAL) 0.0 $48k 10k 4.79
Amc Entertainment Common Stock (AMC) 0.0 $38k 12k 3.10
Larimar Therapeutics Common Stock (LRMR) 0.0 $38k 13k 2.89
Editas Medicine Common Stock (EDIT) 0.0 $31k 14k 2.20
Immunitybio Common Stock (IBRX) 0.0 $26k 10k 2.64
Inovio Pharmaceuticals Common Stock (INO) 0.0 $21k 10k 2.04
3d Systems Common Stock (DDD) 0.0 $20k 12k 1.71
Veru Common Stock (VERU) 0.0 $19k 32k 0.58
Northern Dynasty Common Stock (NAK) 0.0 $13k 10k 1.34