Keystone Financial Services

Keystone Financial Services as of Dec. 31, 2024

Portfolio Holdings for Keystone Financial Services

Keystone Financial Services holds 44 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 12.6 $14M 38k 366.06
Putnam Etf Trust Focused Lar Cap (PVAL) 10.3 $11M 304k 37.12
Spdr Ser Tr Portfolio S&p500 (SPLG) 10.3 $11M 163k 68.94
Pacer Fds Tr Swan Sos Fd Of (PSFF) 7.6 $8.3M 284k 29.29
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 5.8 $6.4M 117k 54.31
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 5.3 $5.8M 125k 46.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.8 $4.1M 151k 27.32
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 3.5 $3.8M 146k 25.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.4 $3.8M 23k 161.77
Ishares Tr Core S&p500 Etf (IVV) 3.4 $3.7M 6.3k 588.65
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 3.4 $3.7M 151k 24.32
J P Morgan Exchange Traded F Income Etf (JPIE) 3.3 $3.6M 79k 45.62
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.9 $3.2M 63k 50.37
Pacer Fds Tr Pacer Us Small (CALF) 2.8 $3.0M 69k 44.01
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.7 $2.9M 107k 27.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $2.9M 5.7k 511.23
John Hancock Exchange Traded Multifactor Mi (JHMM) 2.0 $2.2M 36k 59.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $1.9M 4.2k 453.28
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.0 $1.1M 13k 87.82
Apple (AAPL) 1.0 $1.1M 4.5k 250.45
NVIDIA Corporation (NVDA) 0.9 $1.0M 7.6k 134.29
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.8 $874k 15k 59.14
Ishares Tr Morningstr Us Eq (ILCB) 0.8 $869k 11k 81.16
The Alger Etf Trust Mid Cap 40 Etf (FRTY) 0.7 $738k 39k 18.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $692k 11k 62.31
Lamb Weston Hldgs (LW) 0.6 $623k 9.3k 66.83
Amazon (AMZN) 0.5 $587k 2.7k 219.39
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $574k 16k 35.85
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $531k 1.9k 280.13
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $469k 13k 37.17
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $439k 1.7k 253.81
Exxon Mobil Corporation (XOM) 0.4 $429k 4.0k 107.57
Harbor Etf Trust Internatnal Comp (OSEA) 0.4 $403k 16k 25.85
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $396k 1.5k 264.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $329k 611.00 538.56
Vanguard Index Fds Small Cp Etf (VB) 0.3 $324k 1.3k 240.21
Sofi Technologies (SOFI) 0.3 $275k 18k 15.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $267k 455.00 586.08
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $263k 2.6k 99.54
Tesla Motors (TSLA) 0.2 $246k 608.00 403.84
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.2 $245k 13k 19.36
Proshares Tr S&p Mdcp 400 Div (REGL) 0.2 $231k 2.9k 80.67
Marvell Technology (MRVL) 0.2 $224k 2.0k 110.45
Microsoft Corporation (MSFT) 0.2 $202k 479.00 421.14