HoldingsChannel.com
Keystone Financial Group Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P (SPY) 137,804 +14,510 $35,519
     SPY137,804+14,510$35,519
APPLE INC 71,124 +1,484 $18,086
     AAPL71,124+1,484$18,086
VICTORYSHARES US (CFO) 270,044 -695 $12,603
     CFO270,044-695$12,603
BERKSHIRE HATHAWAY      $9,017
     BRK.A17UNCH$4,624
     BRK.B24,028-329$4,393
ISHARES CORE (ITOT) 151,166 +30,247 $8,648
     ITOT151,166+30,247$8,648
ISHARES EDGE (USMV) 150,086 +4,145 $8,106
     USMV150,086+4,145$8,106
VANGUARD VALUE (VTV) 86,786 +2,365 $7,729
     VTV86,786+2,365$7,729
MICROSOFT CORP 43,430 +1,972 $6,849
     MSFT43,430+1,972$6,849
VICTORYSHARES U S (CDC) 144,013 +5,298 $5,961
     CDC144,013+5,298$5,961
VANGUARD S&P (VOO) 25,136 +1,356 $5,953
     VOO25,136+1,356$5,953
ISHARES U S (PFF) 185,134 +142,383 $5,895
     PFF185,134+142,383$5,895
FIRST TRUST (LDSF) 257,198 UNCH $5,274
     LDSF257,198UNCH$5,274
ISHARES EDGE (ACWV) 61,795 -712 $4,965
     ACWV61,795-712$4,965
AMAZON COM 2,431 +494 $4,740
     AMZN2,431+494$4,740
ISHARES U S (NEAR) 81,998 UNCH $4,120
     NEAR81,998UNCH$4,120
FIRST TRUST (FTSM) 65,300 -33,019 $3,855
     FTSM65,300-33,019$3,855
INTEL CORP 69,790 +1,256 $3,777
     INTC69,790+1,256$3,777
JOHNSON & JOHNSON 27,365 +665 $3,588
     JNJ27,365+665$3,588
SPDR DOUBLELINE (TOTL) 72,847 +10,423 $3,494
     TOTL72,847+10,423$3,494
WELLS FARGO      $3,400
     WFC.PRL2,479+7$3,158
     WFC4,506UNCH$242
FIRST TRUST (FVC) 147,988 +565 $3,325
     FVC147,988+565$3,325
VANGUARD TOTAL (VTI) 25,369 +2,445 $3,270
     VTI25,369+2,445$3,270
AT&T INC 104,320 +5,525 $3,041
     T104,320+5,525$3,041
PROCTER & GAMBLE 26,616 +748 $2,928
     PG26,616+748$2,928
SPDR DOW (DIA) 13,079 -128 $2,867
     DIA13,079-128$2,867
FIRST TRUST (FTCS) 56,606 +9,644 $2,813
     FTCS56,606+9,644$2,813
ISHARES CORE (IXUS) 58,432 +10,686 $2,747
     IXUS58,432+10,686$2,747
INVESCO S&P 30,140 -1,892 $2,532
     RSP30,140-1,892$2,532
FACEBOOK INC 14,835 +848 $2,474
     FB14,835+848$2,474
INTERNATIONAL PAPER 75,793 +675 $2,359
     IP75,793+675$2,359
INVESCO EXCHANGE (SPLV) 49,864 -665 $2,340
     SPLV49,864-665$2,340
ALPHABET INC 2,011 +56 $2,338
     GOOG2,011+56$2,338
ISHARES EDGE (QUAL) 26,784 +1,725 $2,171
     QUAL26,784+1,725$2,171
ISHARES GLOBAL (IXN) 11,661 -896 $2,127
     IXN11,661-896$2,127
ISHARES INTL (IDV) 91,449 +383 $2,067
     IDV91,449+383$2,067
ISHARES CORE (IVV) 7,831 -784 $2,023
     IVV7,831-784$2,023
FIRST TRUST (FDL) 86,306 -2,298 $1,927
     FDL86,306-2,298$1,927
ISHARES EDGE (EFAV) 30,807 -4,640 $1,912
     EFAV30,807-4,640$1,912
PEPSICO INC 15,906 +69 $1,910
     PEP15,906+69$1,910
FIRST TRUST (FVD) 68,672 +7,787 $1,901
     FVD68,672+7,787$1,901
EXXON MOBIL 49,303 +5,584 $1,872
     XOM49,303+5,584$1,872
TESLA INC 3,556 +434 $1,863
     TSLA3,556+434$1,863
MERCK & COMPANY 23,417 +2,714 $1,802
     MRK23,417+2,714$1,802
SPDR S&P (MDY) 6,643 -1,117 $1,746
     MDY6,643-1,117$1,746
ISHARES CORE (HDV) 24,172 -650 $1,730
     HDV24,172-650$1,730
VANGUARD TOTAL (BND) 19,918 +4,636 $1,700
     BND19,918+4,636$1,700
HOME DEPOT 9,070 +397 $1,693
     HD9,070+397$1,693
JPMORGAN CHASE 18,475 +904 $1,663
     JPM18,475+904$1,663
ABBOTT LABORATORIES 21,063 -1,057 $1,662
     ABT21,063-1,057$1,662
VANGUARD DIVIDEND (VIG) 15,887 +3,108 $1,643
     VIG15,887+3,108$1,643

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 03/31/2020: $325,518
At 12/31/2019: $372,228

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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