HoldingsChannel.com
Keystone Financial Group Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P (SPY) 123,294 +4,475 $39,684
     SPY123,294+4,475$39,684
APPLE INC 69,640 -2,159 $20,450
     AAPL69,640-2,159$20,450
VICTORYSHARES US (CFO) 270,739 -12,272 $14,238
     CFO270,739-12,272$14,238
BERKSHIRE HATHAWAY      $11,290
     BRK.A17UNCH$5,773
     BRK.B24,357-191$5,517
VANGUARD VALUE (VTV) 84,421 +2,963 $10,118
     VTV84,421+2,963$10,118
ISHARES EDGE (USMV) 145,941 +23,198 $9,574
     USMV145,941+23,198$9,574
ISHARES CORE (ITOT) 120,919 +44,107 $8,790
     ITOT120,919+44,107$8,790
VANGUARD S&P (VOO) 23,780 -538 $7,034
     VOO23,780-538$7,034
VICTORYSHARES U S (CDC) 138,715 +1,031 $6,800
     CDC138,715+1,031$6,800
MICROSOFT CORP 41,458 -216 $6,538
     MSFT41,458-216$6,538
ISHARES EDGE (ACWV) 62,507 +428 $5,990
     ACWV62,507+428$5,990
FIRST TRUST (FTSM) 98,319 +32,796 $5,908
     FTSM98,319+32,796$5,908
FIRST TRUST (LDSF) 257,198 +146,867 $5,274
     LDSF257,198+146,867$5,274
ISHARES U S (NEAR) 81,998 +15,517 $4,120
     NEAR81,998+15,517$4,120
INTEL CORP 68,534 +269 $4,102
     INTC68,534+269$4,102
FIRST TRUST (FVC) 147,423 +4,646 $4,073
     FVC147,423+4,646$4,073
JOHNSON & JOHNSON 26,700 +60 $3,895
     JNJ26,700+60$3,895
AT&T INC 98,795 -55 $3,861
     T98,795-55$3,861
WELLS FARGO      $3,827
     WFC.PRL2,472+5$3,585
     WFC4,506-1,025$242
SPDR DOW (DIA) 13,207 +265 $3,765
     DIA13,207+265$3,765
VANGUARD TOTAL (VTI) 22,924 +414 $3,751
     VTI22,924+414$3,751
INVESCO S&P 32,032 -965 $3,707
     RSP32,032-965$3,707
AMAZON COM 1,937 +26 $3,579
     AMZN1,937+26$3,579
INTERNATIONAL PAPER 75,118 +41,845 $3,459
     IP75,118+41,845$3,459
PROCTER & GAMBLE 25,868 +70 $3,231
     PG25,868+70$3,231
SPDR DOUBLELINE (TOTL) 62,424 -2,893 $3,058
     TOTL62,424-2,893$3,058
ISHARES INTL (IDV) 91,066 -805 $3,057
     IDV91,066-805$3,057
EXXON MOBIL 43,719 +564 $3,051
     XOM43,719+564$3,051
ISHARES CORE (IXUS) 47,746 +19,231 $2,955
     IXUS47,746+19,231$2,955
INVESCO EXCHANGE (SPLV) 50,529 -3,608 $2,948
     SPLV50,529-3,608$2,948
SPDR S&P (MDY) 7,760 -2,683 $2,913
     MDY7,760-2,683$2,913
FIRST TRUST (FDL) 88,604 +4,237 $2,887
     FDL88,604+4,237$2,887
FACEBOOK INC 13,987 +256 $2,871
     FB13,987+256$2,871
FIRST TRUST (FTCS) 46,962 +24,194 $2,835
     FTCS46,962+24,194$2,835
ISHARES CORE (IVV) 8,615 +3,979 $2,785
     IVV8,615+3,979$2,785
ISHARES GLOBAL (IXN) 12,557 +4,016 $2,643
     IXN12,557+4,016$2,643
ISHARES EDGE (EFAV) 35,447 +341 $2,642
     EFAV35,447+341$2,642
ALPHABET INC 1,955 -10 $2,614
     GOOG1,955-10$2,614
ISHARES EDGE (QUAL) 25,059 +25,059 $2,531
     QUAL25,059+25,059$2,531
JPMORGAN CHASE 17,571 +146 $2,449
     JPM17,571+146$2,449
ISHARES CORE (HDV) 24,822 -84 $2,434
     HDV24,822-84$2,434
FS KKR 384,908 -47,436 $2,359
     FSK384,908-47,436$2,359
ISHARES CORE (IJR) 26,225 -9,594 $2,199
     IJR26,225-9,594$2,199
FIRST TRUST (FVD) 60,885 +48,593 $2,194
     FVD60,885+48,593$2,194
PEPSICO INC 15,837 -155 $2,164
     PEP15,837-155$2,164
ISHARES EDGE (MTUM) 15,464 -3,813 $1,942
     MTUM15,464-3,813$1,942
ABBOTT LABORATORIES 22,120 -483 $1,921
     ABT22,120-483$1,921
HOME DEPOT 8,673 -8 $1,894
     HD8,673-8$1,894
SECTOR FINANCIAL 61,459 +6,594 $1,892
     XLF61,459+6,594$1,892
MERCK & COMPANY 20,703 +7 $1,883
     MRK20,703+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

Keystone Financial Group Top Holdings 13F Filings | www.HoldingsChannel.com

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