HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P (SPY) |
65,411 | +34,740 | $18,477 |
| SPY | 65,411 | +34,740 | $18,477 |
| APPLE INC |
73,396 | +5,088 | $13,942 |
| AAPL | 73,396 | +5,088 | $13,942 |
| VICTORYSHARES US (CFO) |
291,977 | +81 | $13,653 |
| CFO | 291,977 | +81 | $13,653 |
 BERKSHIRE HATHAWAY |
$10,064 | ||
| BRK.A | 17 | UNCH | $5,121 |
| BRK.B | 24,606 | +1,523 | $4,943 |
| ISHARES EDGE (USMV) |
104,154 | +14,214 | $6,124 |
| USMV | 104,154 | +14,214 | $6,124 |
| VANGUARD VALUE (VTV) |
54,267 | +854 | $5,841 |
| VTV | 54,267 | +854 | $5,841 |
| VICTORYSHARES U S (CDC) |
129,186 | +1,952 | $5,754 |
| CDC | 129,186 | +1,952 | $5,754 |
| ISHARES EDGE (ACWV) |
61,729 | +31 | $5,524 |
| ACWV | 61,729 | +31 | $5,524 |
| MICROSOFT CORP |
41,874 | +9,818 | $4,939 |
| MSFT | 41,874 | +9,818 | $4,939 |
| ISHARES EDGE (LRGF) |
129,616 | +10,645 | $4,022 |
| LRGF | 129,616 | +10,645 | $4,022 |
| FIRST TRUST (FVC) |
148,794 | -4,493 | $3,977 |
| FVC | 148,794 | -4,493 | $3,977 |
| JOHNSON & JOHNSON |
27,395 | +5,561 | $3,830 |
| JNJ | 27,395 | +5,561 | $3,830 |
| FIRST TRUST (FTSM) |
62,482 | -2,201 | $3,748 |
| FTSM | 62,482 | -2,201 | $3,748 |
| INTEL CORP |
67,550 | +11,332 | $3,627 |
| INTC | 67,550 | +11,332 | $3,627 |
| INVESCO S&P |
34,284 | -1,335 | $3,581 |
| RSP | 34,284 | -1,335 | $3,581 |
| SPDR S&P (MDY) |
10,265 | -37 | $3,545 |
| MDY | 10,265 | -37 | $3,545 |
| WELLS FARGO |
$3,457 | ||
| WFC.PRL | 2,456 | +6 | $3,174 |
| WFC | 5,864 | +5,864 | $283 |
| ISHARES U S (NEAR) |
66,308 | +483 | $3,331 |
| NEAR | 66,308 | +483 | $3,331 |
| AMAZON COM |
1,841 | +150 | $3,278 |
| AMZN | 1,841 | +150 | $3,278 |
| INVESCO DWA |
56,787 | -4,482 | $3,219 |
| PDP | 56,787 | -4,482 | $3,219 |
| EXXON MOBIL |
39,032 | +6,909 | $3,154 |
| XOM | 39,032 | +6,909 | $3,154 |
| SPDR DOUBLELINE (TOTL) |
64,140 | +8,361 | $3,101 |
| TOTL | 64,140 | +8,361 | $3,101 |
| AT&T INC |
95,665 | +11,736 | $3,000 |
| T | 95,665 | +11,736 | $3,000 |
| ISHARES EDGE (EFAV) |
40,796 | -87 | $2,937 |
| EFAV | 40,796 | -87 | $2,937 |
| VANGUARD TOTAL (VTI) |
20,142 | +1,674 | $2,915 |
| VTI | 20,142 | +1,674 | $2,915 |
| ISHARES INTL (IDV) |
93,616 | -6,915 | $2,889 |
| IDV | 93,616 | -6,915 | $2,889 |
| FS KKR |
476,188 | -38,869 | $2,881 |
| FSIC | 476,188 | -38,869 | $2,881 |
| INVESCO EXCHANGE (SPLV) |
54,237 | -3,426 | $2,855 |
| SPLV | 54,237 | -3,426 | $2,855 |
| PROCTER & GAMBLE |
26,479 | +3,512 | $2,755 |
| PG | 26,479 | +3,512 | $2,755 |
| ISHARES CORE (IJR) |
35,510 | +2,231 | $2,740 |
| IJR | 35,510 | +2,231 | $2,740 |
| VANGUARD S&P (VOO) |
10,479 | +199 | $2,720 |
| VOO | 10,479 | +199 | $2,720 |
| ISHARES CORE (ITOT) |
40,947 | +1,434 | $2,637 |
| ITOT | 40,947 | +1,434 | $2,637 |
| FIRST TRUST (FDL) |
85,859 | -3,658 | $2,590 |
| FDL | 85,859 | -3,658 | $2,590 |
| FACEBOOK INC |
14,037 | +2,709 | $2,340 |
| FB | 14,037 | +2,709 | $2,340 |
| ALPHABET INC |
1,889 | +422 | $2,216 |
| GOOG | 1,889 | +422 | $2,216 |
| SPDR DOW (DIA) |
8,460 | +117 | $2,192 |
| DIA | 8,460 | +117 | $2,192 |
| ISHARES CORE (HDV) |
23,426 | -741 | $2,185 |
| HDV | 23,426 | -741 | $2,185 |
| PEPSICO INC |
16,583 | +6,489 | $2,032 |
| PEP | 16,583 | +6,489 | $2,032 |
| ISHARES EDGE (INTF) |
73,205 | +7,972 | $1,927 |
| INTF | 73,205 | +7,972 | $1,927 |
| ISHARES EDGE (MTUM) |
16,127 | +826 | $1,809 |
| MTUM | 16,127 | +826 | $1,809 |
| ABBOTT LABORATORIES |
22,500 | +5,838 | $1,799 |
| ABT | 22,500 | +5,838 | $1,799 |
| FIRST TRUST (FDT) |
32,523 | -430 | $1,768 |
| FDT | 32,523 | -430 | $1,768 |
| JPMORGAN CHASE |
17,274 | +761 | $1,749 |
| JPM | 17,274 | +761 | $1,749 |
| MERCK & COMPANY |
20,492 | +5,763 | $1,704 |
| MRK | 20,492 | +5,763 | $1,704 |
| BOEING CO |
4,337 | +409 | $1,654 |
| BA | 4,337 | +409 | $1,654 |
| HOME DEPOT |
8,617 | +1,960 | $1,654 |
| HD | 8,617 | +1,960 | $1,654 |
| INTERNATIONAL PAPER |
33,273 | -175 | $1,540 |
| IP | 33,273 | -175 | $1,540 |
| ISHARES CORE (DGRO) |
41,153 | +1,839 | $1,512 |
| DGRO | 41,153 | +1,839 | $1,512 |
| ISHARES GLOBAL (IXN) |
8,831 | +73 | $1,511 |
| IXN | 8,831 | +73 | $1,511 |
| VANGUARD SMALL (VB) |
9,795 | +737 | $1,497 |
| VB | 9,795 | +737 | $1,497 |
See Full List: All Stocks Held By Keystone Financial Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Keystone Financial Group
|
Size ($ in 1000's)
At 03/31/2019: $281,180 At 12/31/2018: $221,304 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 |
