HoldingsChannel.com
Keystone Financial Group Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SPDR S&P (SPY) 138,729 +925 $42,778
     SPY138,729+925$42,778
APPLE INC 70,099 -1,025 $25,572
     AAPL70,099-1,025$25,572
VICTORYSHARES US (CFO) 271,429 +1,385 $14,078
     CFO271,429+1,385$14,078
ISHARES CORE (ITOT) 157,840 +6,674 $10,960
     ITOT157,840+6,674$10,960
ISHARES EDGE (USMV) 154,252 +4,166 $9,352
     USMV154,252+4,166$9,352
BERKSHIRE HATHAWAY      $9,009
     BRK.A17UNCH$4,544
     BRK.B25,011+983$4,465
MICROSOFT CORP 43,387 -43 $8,830
     MSFT43,387-43$8,830
VANGUARD VALUE (VTV) 75,533 -11,253 $7,522
     VTV75,533-11,253$7,522
AMAZON COM 2,629 +198 $7,253
     AMZN2,629+198$7,253
VANGUARD S&P (VOO) 25,181 +45 $7,137
     VOO25,181+45$7,137
VICTORYSHARES U S (CDC) 142,573 -1,440 $6,640
     CDC142,573-1,440$6,640
ISHARES U S (PFF) 185,192 +58 $6,415
     PFF185,192+58$6,415
ISHARES EDGE (ACWV) 62,134 +339 $5,442
     ACWV62,134+339$5,442
SPDR DOUBLELINE (TOTL) 91,006 +18,159 $4,509
     TOTL91,006+18,159$4,509
INTEL CORP 70,310 +520 $4,207
     INTC70,310+520$4,207
VANGUARD TOTAL (VTI) 26,566 +1,197 $4,158
     VTI26,566+1,197$4,158
FIRST TRUST (FTSM) 67,596 +2,296 $4,055
     FTSM67,596+2,296$4,055
FIRST TRUST (FTCS) 68,804 +12,198 $4,020
     FTCS68,804+12,198$4,020
JOHNSON & JOHNSON 28,044 +679 $3,944
     JNJ28,044+679$3,944
TESLA INC 3,644 +88 $3,935
     TSLA3,644+88$3,935
ISHARES CORE (IVV) 11,715 +3,884 $3,628
     IVV11,715+3,884$3,628
WELLS FARGO      $3,430
     WFC.PRL2,485+6$3,222
     WFC8,113+3,607$208
AT&T INC 112,131 +7,811 $3,390
     T112,131+7,811$3,390
ISHARES EDGE (QUAL) 34,875 +8,091 $3,345
     QUAL34,875+8,091$3,345
FACEBOOK INC 14,717 -118 $3,342
     FB14,717-118$3,342
ISHARES CORE (IXUS) 59,867 +1,435 $3,264
     IXUS59,867+1,435$3,264
PROCTER & GAMBLE 27,053 +437 $3,235
     PG27,053+437$3,235
SPDR DOW (DIA) 10,393 -2,686 $2,680
     DIA10,393-2,686$2,680
ALPHABET INC 1,891 -120 $2,673
     GOOG1,891-120$2,673
INTERNATIONAL PAPER 75,768 -25 $2,668
     IP75,768-25$2,668
FIRST TRUST (FV) 78,231 +67,655 $2,517
     FV78,231+67,655$2,517
INVESCO EXCHANGE (SPLV) 49,132 -732 $2,441
     SPLV49,132-732$2,441
HOME DEPOT 9,498 +428 $2,379
     HD9,498+428$2,379
EXXON MOBIL 51,332 +2,029 $2,296
     XOM51,332+2,029$2,296
FIRST TRUST (FDL) 86,201 -105 $2,186
     FDL86,201-105$2,186
ISHARES EDGE (EFAV) 32,232 +1,425 $2,129
     EFAV32,232+1,425$2,129
PEPSICO INC 15,863 -43 $2,098
     PEP15,863-43$2,098
INVESCO S&P 20,538 -9,602 $2,090
     RSP20,538-9,602$2,090
FIRST TRUST (FVD) 68,562 -110 $2,079
     FVD68,562-110$2,079
SPDR S&P (MDY) 6,351 -292 $2,061
     MDY6,351-292$2,061
ISHARES EDGE (MTUM) 15,729 +330 $2,060
     MTUM15,729+330$2,060
ABBOTT LABORATORIES 21,995 +932 $2,011
     ABT21,995+932$2,011
VANGUARD TOTAL (BND) 22,161 +2,243 $1,958
     BND22,161+2,243$1,958
INVESCO QQQ 7,664 +976 $1,898
     QQQ7,664+976$1,898
SPDR PORTFOLIO (SPYG) 42,168 +42,168 $1,894
     SPYG42,168+42,168$1,894
ISHARES INTL (IDV) 74,581 -16,868 $1,873
     IDV74,581-16,868$1,873
JPMORGAN CHASE 19,825 +1,350 $1,865
     JPM19,825+1,350$1,865
ISHARES GLOBAL (IXN) 7,837 -3,824 $1,846
     IXN7,837-3,824$1,846
VANGUARD DIVIDEND (VIG) 15,685 -202 $1,838
     VIG15,685-202$1,838
SCHWAB US 18,086 +963 $1,836
     SCHG18,086+963$1,836

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 06/30/2020: $367,989
At 03/31/2020: $325,518

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.