HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P (SPY) |
123,294 | +4,475 | $39,684 |
| SPY | 123,294 | +4,475 | $39,684 |
| APPLE INC |
69,640 | -2,159 | $20,450 |
| AAPL | 69,640 | -2,159 | $20,450 |
| VICTORYSHARES US (CFO) |
270,739 | -12,272 | $14,238 |
| CFO | 270,739 | -12,272 | $14,238 |
 BERKSHIRE HATHAWAY |
$11,290 | ||
| BRK.A | 17 | UNCH | $5,773 |
| BRK.B | 24,357 | -191 | $5,517 |
| VANGUARD VALUE (VTV) |
84,421 | +2,963 | $10,118 |
| VTV | 84,421 | +2,963 | $10,118 |
| ISHARES EDGE (USMV) |
145,941 | +23,198 | $9,574 |
| USMV | 145,941 | +23,198 | $9,574 |
| ISHARES CORE (ITOT) |
120,919 | +44,107 | $8,790 |
| ITOT | 120,919 | +44,107 | $8,790 |
| VANGUARD S&P (VOO) |
23,780 | -538 | $7,034 |
| VOO | 23,780 | -538 | $7,034 |
| VICTORYSHARES U S (CDC) |
138,715 | +1,031 | $6,800 |
| CDC | 138,715 | +1,031 | $6,800 |
| MICROSOFT CORP |
41,458 | -216 | $6,538 |
| MSFT | 41,458 | -216 | $6,538 |
| ISHARES EDGE (ACWV) |
62,507 | +428 | $5,990 |
| ACWV | 62,507 | +428 | $5,990 |
| FIRST TRUST (FTSM) |
98,319 | +32,796 | $5,908 |
| FTSM | 98,319 | +32,796 | $5,908 |
| FIRST TRUST (LDSF) |
257,198 | +146,867 | $5,274 |
| LDSF | 257,198 | +146,867 | $5,274 |
| ISHARES U S (NEAR) |
81,998 | +15,517 | $4,120 |
| NEAR | 81,998 | +15,517 | $4,120 |
| INTEL CORP |
68,534 | +269 | $4,102 |
| INTC | 68,534 | +269 | $4,102 |
| FIRST TRUST (FVC) |
147,423 | +4,646 | $4,073 |
| FVC | 147,423 | +4,646 | $4,073 |
| JOHNSON & JOHNSON |
26,700 | +60 | $3,895 |
| JNJ | 26,700 | +60 | $3,895 |
| AT&T INC |
98,795 | -55 | $3,861 |
| T | 98,795 | -55 | $3,861 |
| WELLS FARGO |
$3,827 | ||
| WFC.PRL | 2,472 | +5 | $3,585 |
| WFC | 4,506 | -1,025 | $242 |
| SPDR DOW (DIA) |
13,207 | +265 | $3,765 |
| DIA | 13,207 | +265 | $3,765 |
| VANGUARD TOTAL (VTI) |
22,924 | +414 | $3,751 |
| VTI | 22,924 | +414 | $3,751 |
| INVESCO S&P |
32,032 | -965 | $3,707 |
| RSP | 32,032 | -965 | $3,707 |
| AMAZON COM |
1,937 | +26 | $3,579 |
| AMZN | 1,937 | +26 | $3,579 |
| INTERNATIONAL PAPER |
75,118 | +41,845 | $3,459 |
| IP | 75,118 | +41,845 | $3,459 |
| PROCTER & GAMBLE |
25,868 | +70 | $3,231 |
| PG | 25,868 | +70 | $3,231 |
| SPDR DOUBLELINE (TOTL) |
62,424 | -2,893 | $3,058 |
| TOTL | 62,424 | -2,893 | $3,058 |
| ISHARES INTL (IDV) |
91,066 | -805 | $3,057 |
| IDV | 91,066 | -805 | $3,057 |
| EXXON MOBIL |
43,719 | +564 | $3,051 |
| XOM | 43,719 | +564 | $3,051 |
| ISHARES CORE (IXUS) |
47,746 | +19,231 | $2,955 |
| IXUS | 47,746 | +19,231 | $2,955 |
| INVESCO EXCHANGE (SPLV) |
50,529 | -3,608 | $2,948 |
| SPLV | 50,529 | -3,608 | $2,948 |
| SPDR S&P (MDY) |
7,760 | -2,683 | $2,913 |
| MDY | 7,760 | -2,683 | $2,913 |
| FIRST TRUST (FDL) |
88,604 | +4,237 | $2,887 |
| FDL | 88,604 | +4,237 | $2,887 |
| FACEBOOK INC |
13,987 | +256 | $2,871 |
| FB | 13,987 | +256 | $2,871 |
| FIRST TRUST (FTCS) |
46,962 | +24,194 | $2,835 |
| FTCS | 46,962 | +24,194 | $2,835 |
| ISHARES CORE (IVV) |
8,615 | +3,979 | $2,785 |
| IVV | 8,615 | +3,979 | $2,785 |
| ISHARES GLOBAL (IXN) |
12,557 | +4,016 | $2,643 |
| IXN | 12,557 | +4,016 | $2,643 |
| ISHARES EDGE (EFAV) |
35,447 | +341 | $2,642 |
| EFAV | 35,447 | +341 | $2,642 |
| ALPHABET INC |
1,955 | -10 | $2,614 |
| GOOG | 1,955 | -10 | $2,614 |
| ISHARES EDGE (QUAL) |
25,059 | +25,059 | $2,531 |
| QUAL | 25,059 | +25,059 | $2,531 |
| JPMORGAN CHASE |
17,571 | +146 | $2,449 |
| JPM | 17,571 | +146 | $2,449 |
| ISHARES CORE (HDV) |
24,822 | -84 | $2,434 |
| HDV | 24,822 | -84 | $2,434 |
| FS KKR |
384,908 | -47,436 | $2,359 |
| FSK | 384,908 | -47,436 | $2,359 |
| ISHARES CORE (IJR) |
26,225 | -9,594 | $2,199 |
| IJR | 26,225 | -9,594 | $2,199 |
| FIRST TRUST (FVD) |
60,885 | +48,593 | $2,194 |
| FVD | 60,885 | +48,593 | $2,194 |
| PEPSICO INC |
15,837 | -155 | $2,164 |
| PEP | 15,837 | -155 | $2,164 |
| ISHARES EDGE (MTUM) |
15,464 | -3,813 | $1,942 |
| MTUM | 15,464 | -3,813 | $1,942 |
| ABBOTT LABORATORIES |
22,120 | -483 | $1,921 |
| ABT | 22,120 | -483 | $1,921 |
| HOME DEPOT |
8,673 | -8 | $1,894 |
| HD | 8,673 | -8 | $1,894 |
| SECTOR FINANCIAL |
61,459 | +6,594 | $1,892 |
| XLF | 61,459 | +6,594 | $1,892 |
| MERCK & COMPANY |
20,703 | +7 | $1,883 |
| MRK | 20,703 | +7 | $1,883 |
See Full List: All Stocks Held By Keystone Financial Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Keystone Financial Group
|
Size ($ in 1000's)
At 12/31/2019: $372,228 At 09/30/2019: $325,094 Keystone Financial Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keystone Financial Group 13F filings. Link to 13F filings: SEC filings |
