HoldingsChannel.com
Keystone Financial Group Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P (SPY) 118,819 +21,468 $35,262
     SPY118,819+21,468$35,262
APPLE INC 71,799 -1,099 $16,081
     AAPL71,799-1,099$16,081
VICTORYSHARES US (CFO) 283,011 -15,291 $13,964
     CFO283,011-15,291$13,964
BERKSHIRE HATHAWAY      $10,407
     BRK.A17UNCH$5,301
     BRK.B24,548-192$5,106
VANGUARD VALUE (VTV) 81,458 +12,247 $9,092
     VTV81,458+12,247$9,092
ISHARES EDGE (USMV) 122,743 +13,871 $7,868
     USMV122,743+13,871$7,868
VANGUARD S&P (VOO) 24,318 +2,082 $6,629
     VOO24,318+2,082$6,629
VICTORYSHARES U S (CDC) 137,684 +8,207 $6,406
     CDC137,684+8,207$6,406
ISHARES EDGE (ACWV) 62,079 +710 $5,882
     ACWV62,079+710$5,882
MICROSOFT CORP 41,674 -425 $5,794
     MSFT41,674-425$5,794
ISHARES CORE (ITOT) 76,812 +34,709 $5,152
     ITOT76,812+34,709$5,152
WELLS FARGO      $4,035
     WFC.PRL2,467+5$3,756
     WFC5,531-133$279
FIRST TRUST (FTSM) 65,523 +2,128 $3,936
     FTSM65,523+2,128$3,936
FIRST TRUST (FVC) 142,777 -3,358 $3,774
     FVC142,777-3,358$3,774
AT&T INC 98,850 +895 $3,740
     T98,850+895$3,740
SPDR S&P (MDY) 10,443 +44 $3,681
     MDY10,443+44$3,681
INVESCO S&P 32,997 -766 $3,566
     RSP32,997-766$3,566
INTEL CORP 68,265 -258 $3,518
     INTC68,265-258$3,518
SPDR DOW (DIA) 12,942 +3,478 $3,484
     DIA12,942+3,478$3,484
JOHNSON & JOHNSON 26,640 -392 $3,447
     JNJ26,640-392$3,447
VANGUARD TOTAL (VTI) 22,510 +1,139 $3,399
     VTI22,510+1,139$3,399
ISHARES U S (NEAR) 66,481 +1,798 $3,347
     NEAR66,481+1,798$3,347
INVESCO DWA 54,885 -1,347 $3,343
     PDP54,885-1,347$3,343
AMAZON COM 1,911 +35 $3,317
     AMZN1,911+35$3,317
SPDR DOUBLELINE (TOTL) 65,317 -301 $3,216
     TOTL65,317-301$3,216
PROCTER & GAMBLE 25,798 -140 $3,209
     PG25,798-140$3,209
INVESCO EXCHANGE (SPLV) 54,137 +617 $3,135
     SPLV54,137+617$3,135
EXXON MOBIL 43,155 +2,939 $3,047
     XOM43,155+2,939$3,047
ISHARES EDGE (LRGF) 93,142 -50,740 $2,973
     LRGF93,142-50,740$2,973
ISHARES INTL (IDV) 91,871 -1,566 $2,824
     IDV91,871-1,566$2,824
ISHARES CORE (IJR) 35,819 +220 $2,788
     IJR35,819+220$2,788
FIRST TRUST (FDL) 84,367 -983 $2,619
     FDL84,367-983$2,619
ISHARES EDGE (EFAV) 35,106 -5,062 $2,573
     EFAV35,106-5,062$2,573
FS KKR 432,344 -14,045 $2,521
     FSK432,344-14,045$2,521
FACEBOOK INC 13,731 -522 $2,445
     FB13,731-522$2,445
ALPHABET INC 1,965 -11 $2,395
     GOOG1,965-11$2,395
ISHARES CORE (HDV) 24,906 +281 $2,345
     HDV24,906+281$2,345
ISHARES EDGE (MTUM) 19,277 +1,583 $2,299
     MTUM19,277+1,583$2,299
FIRST TRUST (LDSF) 110,331 +110,331 $2,267
     LDSF110,331+110,331$2,267
PEPSICO INC 15,992 -553 $2,193
     PEP15,992-553$2,193
JPMORGAN CHASE 17,425 -186 $2,051
     JPM17,425-186$2,051
HOME DEPOT 8,681 +16 $2,014
     HD8,681+16$2,014
ABBOTT LABORATORIES 22,603 -71 $1,891
     ABT22,603-71$1,891
MERCK & COMPANY 20,696 +133 $1,742
     MRK20,696+133$1,742
ISHARES CORE (DGRO) 42,721 +1,767 $1,672
     DGRO42,721+1,767$1,672
ISHARES CORE (IXUS) 28,515 +18,835 $1,647
     IXUS28,515+18,835$1,647
FIRST TRUST (FDT) 31,457 -746 $1,646
     FDT31,457-746$1,646
BOEING CO 4,254 -79 $1,619
     BA4,254-79$1,619
ISHARES GLOBAL (IXN) 8,541 -67 $1,580
     IXN8,541-67$1,580
SECTOR FINANCIAL 54,865 +5 $1,536
     XLF54,865+5$1,536

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 09/30/2019: $325,094
At 06/30/2019: $307,404

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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