Keystone Financial Services

Keystone Financial Services as of March 31, 2025

Portfolio Holdings for Keystone Financial Services

Keystone Financial Services holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 11.1 $13M 39k 334.48
Putnam Etf Trust Focused Lar Cap (PVAL) 10.5 $12M 326k 38.08
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.4 $11M 170k 65.76
Pacer Fds Tr Swan Sos Fd Of (PSFF) 7.4 $8.7M 305k 28.55
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 5.6 $6.6M 125k 53.01
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 5.3 $6.2M 143k 43.59
Ishares Tr Core S&p500 Etf (IVV) 4.0 $4.7M 8.4k 561.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.8 $4.5M 160k 27.96
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 3.4 $4.0M 153k 26.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.3 $3.9M 25k 160.54
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID) 3.2 $3.8M 161k 23.72
J P Morgan Exchange Traded F Income Etf (JPIE) 3.2 $3.8M 82k 46.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.8 $3.4M 66k 50.63
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.5 $3.0M 109k 27.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $2.8M 6.0k 468.92
Pacer Fds Tr Us Small Cap Cas (CALF) 2.3 $2.7M 73k 37.50
John Hancock Exchange Traded Multifactor Mi (JHMM) 2.2 $2.6M 45k 57.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $2.6M 4.8k 532.58
Union Pacific Corporation (UNP) 1.2 $1.5M 6.2k 236.24
Apple (AAPL) 1.1 $1.3M 5.8k 222.15
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.1 $1.2M 14k 89.64
NVIDIA Corporation (NVDA) 1.0 $1.1M 10k 108.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.1M 2.1k 513.79
Ishares Tr Morningstr Us Eq (ILCB) 0.7 $869k 11k 77.26
The Alger Etf Trust Mid Cap 40 Etf (FRTY) 0.7 $865k 54k 15.92
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $863k 15k 58.54
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $704k 2.7k 258.58
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $632k 2.5k 251.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $623k 11k 58.35
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $616k 18k 33.50
Amazon (AMZN) 0.5 $595k 3.1k 190.26
Sofi Technologies (SOFI) 0.5 $580k 50k 11.63
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $540k 2.2k 244.69
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $502k 4.9k 102.18
Lamb Weston Hldgs (LW) 0.4 $497k 9.3k 53.30
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $491k 14k 34.25
Vanguard Index Fds Small Cp Etf (VB) 0.4 $488k 2.2k 221.72
Exxon Mobil Corporation (XOM) 0.4 $480k 4.0k 118.92
Tesla Motors (TSLA) 0.3 $411k 1.6k 259.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $366k 655.00 559.03
MercadoLibre (MELI) 0.2 $285k 146.00 1950.87
Proshares Tr S&p Mdcp 400 Div (REGL) 0.2 $283k 3.5k 80.66
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.2 $276k 14k 19.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $276k 11k 26.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $269k 12k 23.43
Microsoft Corporation (MSFT) 0.2 $239k 637.00 375.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $205k 1.1k 186.22