HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P (SPY) |
97,351 | +31,940 | $28,524 |
| SPY | 97,351 | +31,940 | $28,524 |
| VICTORYSHARES US (CFO) |
298,302 | +6,325 | $14,584 |
| CFO | 298,302 | +6,325 | $14,584 |
| APPLE INC |
72,898 | -498 | $14,428 |
| AAPL | 72,898 | -498 | $14,428 |
 BERKSHIRE HATHAWAY |
$10,686 | ||
| BRK.A | 17 | UNCH | $5,412 |
| BRK.B | 24,740 | +134 | $5,274 |
| VANGUARD VALUE (VTV) |
69,211 | +14,944 | $7,677 |
| VTV | 69,211 | +14,944 | $7,677 |
| ISHARES EDGE (USMV) |
108,872 | +4,718 | $6,721 |
| USMV | 108,872 | +4,718 | $6,721 |
| VANGUARD S&P (VOO) |
22,236 | +11,757 | $5,985 |
| VOO | 22,236 | +11,757 | $5,985 |
| VICTORYSHARES U S (CDC) |
129,477 | +291 | $5,897 |
| CDC | 129,477 | +291 | $5,897 |
| ISHARES EDGE (ACWV) |
61,369 | -360 | $5,653 |
| ACWV | 61,369 | -360 | $5,653 |
| MICROSOFT CORP |
42,099 | +225 | $5,640 |
| MSFT | 42,099 | +225 | $5,640 |
| ISHARES EDGE (LRGF) |
143,882 | +14,266 | $4,570 |
| LRGF | 143,882 | +14,266 | $4,570 |
| FIRST TRUST (FVC) |
146,135 | -2,659 | $3,925 |
| FVC | 146,135 | -2,659 | $3,925 |
| FIRST TRUST (FTSM) |
63,395 | +913 | $3,807 |
| FTSM | 63,395 | +913 | $3,807 |
| JOHNSON & JOHNSON |
27,032 | -363 | $3,765 |
| JNJ | 27,032 | -363 | $3,765 |
| SPDR S&P (MDY) |
10,399 | +134 | $3,687 |
| MDY | 10,399 | +134 | $3,687 |
| INVESCO S&P |
33,763 | -521 | $3,640 |
| RSP | 33,763 | -521 | $3,640 |
| WELLS FARGO |
$3,626 | ||
| WFC.PRL | 2,462 | +6 | $3,358 |
| WFC | 5,664 | -200 | $268 |
| AMAZON COM |
1,876 | +35 | $3,552 |
| AMZN | 1,876 | +35 | $3,552 |
| INVESCO DWA |
56,232 | -555 | $3,392 |
| PDP | 56,232 | -555 | $3,392 |
| AT&T INC |
97,955 | +2,290 | $3,282 |
| T | 97,955 | +2,290 | $3,282 |
| INTEL CORP |
68,523 | +973 | $3,280 |
| INTC | 68,523 | +973 | $3,280 |
| ISHARES U S (NEAR) |
64,683 | -1,625 | $3,255 |
| NEAR | 64,683 | -1,625 | $3,255 |
| SPDR DOUBLELINE (TOTL) |
65,618 | +1,478 | $3,220 |
| TOTL | 65,618 | +1,478 | $3,220 |
| VANGUARD TOTAL (VTI) |
21,371 | +1,229 | $3,208 |
| VTI | 21,371 | +1,229 | $3,208 |
| EXXON MOBIL |
40,216 | +1,184 | $3,082 |
| XOM | 40,216 | +1,184 | $3,082 |
| INVESCO EXCHANGE (SPLV) |
53,520 | -717 | $2,945 |
| SPLV | 53,520 | -717 | $2,945 |
| ISHARES EDGE (EFAV) |
40,168 | -628 | $2,918 |
| EFAV | 40,168 | -628 | $2,918 |
| ISHARES INTL (IDV) |
93,437 | -179 | $2,870 |
| IDV | 93,437 | -179 | $2,870 |
| PROCTER & GAMBLE |
25,938 | -541 | $2,844 |
| PG | 25,938 | -541 | $2,844 |
| ISHARES CORE (ITOT) |
42,103 | +1,156 | $2,805 |
| ITOT | 42,103 | +1,156 | $2,805 |
| ISHARES CORE (IJR) |
35,599 | +89 | $2,787 |
| IJR | 35,599 | +89 | $2,787 |
| FACEBOOK INC |
14,253 | +216 | $2,751 |
| FB | 14,253 | +216 | $2,751 |
| FS KKR |
446,389 | +446,389 | $2,660 |
| FSK | 446,389 | +446,389 | $2,660 |
| FIRST TRUST (FDL) |
85,350 | -509 | $2,615 |
| FDL | 85,350 | -509 | $2,615 |
| SPDR DOW (DIA) |
9,464 | +1,004 | $2,516 |
| DIA | 9,464 | +1,004 | $2,516 |
| ISHARES CORE (HDV) |
24,625 | +1,199 | $2,327 |
| HDV | 24,625 | +1,199 | $2,327 |
| ISHARES EDGE (INTF) |
83,160 | +9,955 | $2,184 |
| INTF | 83,160 | +9,955 | $2,184 |
| PEPSICO INC |
16,545 | -38 | $2,169 |
| PEP | 16,545 | -38 | $2,169 |
| ALPHABET INC |
1,976 | +87 | $2,136 |
| GOOG | 1,976 | +87 | $2,136 |
| ISHARES EDGE (MTUM) |
17,694 | +1,567 | $2,099 |
| MTUM | 17,694 | +1,567 | $2,099 |
| JPMORGAN CHASE |
17,611 | +337 | $1,969 |
| JPM | 17,611 | +337 | $1,969 |
| ABBOTT LABORATORIES |
22,674 | +174 | $1,907 |
| ABT | 22,674 | +174 | $1,907 |
| HOME DEPOT |
8,665 | +48 | $1,802 |
| HD | 8,665 | +48 | $1,802 |
| VANGUARD SMALL (VB) |
11,181 | +1,386 | $1,752 |
| VB | 11,181 | +1,386 | $1,752 |
| FIRST TRUST (FDT) |
32,203 | -320 | $1,737 |
| FDT | 32,203 | -320 | $1,737 |
| MERCK & COMPANY |
20,563 | +71 | $1,724 |
| MRK | 20,563 | +71 | $1,724 |
| WALT DISNEY |
11,409 | -574 | $1,593 |
| DIS | 11,409 | -574 | $1,593 |
| BOEING CO |
4,333 | -4 | $1,577 |
| BA | 4,333 | -4 | $1,577 |
| ISHARES CORE (DGRO) |
40,954 | -199 | $1,564 |
| DGRO | 40,954 | -199 | $1,564 |
| ISHARES GLOBAL (IXN) |
8,608 | -223 | $1,545 |
| IXN | 8,608 | -223 | $1,545 |
See Full List: All Stocks Held By Keystone Financial Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Keystone Financial Group
|
Size ($ in 1000's)
At 06/30/2019: $307,404 At 03/31/2019: $281,180 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 |
