HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P (SPY) |
137,804 | +14,510 | $35,519 |
| SPY | 137,804 | +14,510 | $35,519 |
| APPLE INC |
71,124 | +1,484 | $18,086 |
| AAPL | 71,124 | +1,484 | $18,086 |
| VICTORYSHARES US (CFO) |
270,044 | -695 | $12,603 |
| CFO | 270,044 | -695 | $12,603 |
 BERKSHIRE HATHAWAY |
$9,017 | ||
| BRK.A | 17 | UNCH | $4,624 |
| BRK.B | 24,028 | -329 | $4,393 |
| ISHARES CORE (ITOT) |
151,166 | +30,247 | $8,648 |
| ITOT | 151,166 | +30,247 | $8,648 |
| ISHARES EDGE (USMV) |
150,086 | +4,145 | $8,106 |
| USMV | 150,086 | +4,145 | $8,106 |
| VANGUARD VALUE (VTV) |
86,786 | +2,365 | $7,729 |
| VTV | 86,786 | +2,365 | $7,729 |
| MICROSOFT CORP |
43,430 | +1,972 | $6,849 |
| MSFT | 43,430 | +1,972 | $6,849 |
| VICTORYSHARES U S (CDC) |
144,013 | +5,298 | $5,961 |
| CDC | 144,013 | +5,298 | $5,961 |
| VANGUARD S&P (VOO) |
25,136 | +1,356 | $5,953 |
| VOO | 25,136 | +1,356 | $5,953 |
| ISHARES U S (PFF) |
185,134 | +142,383 | $5,895 |
| PFF | 185,134 | +142,383 | $5,895 |
| FIRST TRUST (LDSF) |
257,198 | UNCH | $5,274 |
| LDSF | 257,198 | UNCH | $5,274 |
| ISHARES EDGE (ACWV) |
61,795 | -712 | $4,965 |
| ACWV | 61,795 | -712 | $4,965 |
| AMAZON COM |
2,431 | +494 | $4,740 |
| AMZN | 2,431 | +494 | $4,740 |
| ISHARES U S (NEAR) |
81,998 | UNCH | $4,120 |
| NEAR | 81,998 | UNCH | $4,120 |
| FIRST TRUST (FTSM) |
65,300 | -33,019 | $3,855 |
| FTSM | 65,300 | -33,019 | $3,855 |
| INTEL CORP |
69,790 | +1,256 | $3,777 |
| INTC | 69,790 | +1,256 | $3,777 |
| JOHNSON & JOHNSON |
27,365 | +665 | $3,588 |
| JNJ | 27,365 | +665 | $3,588 |
| SPDR DOUBLELINE (TOTL) |
72,847 | +10,423 | $3,494 |
| TOTL | 72,847 | +10,423 | $3,494 |
| WELLS FARGO |
$3,400 | ||
| WFC.PRL | 2,479 | +7 | $3,158 |
| WFC | 4,506 | UNCH | $242 |
| FIRST TRUST (FVC) |
147,988 | +565 | $3,325 |
| FVC | 147,988 | +565 | $3,325 |
| VANGUARD TOTAL (VTI) |
25,369 | +2,445 | $3,270 |
| VTI | 25,369 | +2,445 | $3,270 |
| AT&T INC |
104,320 | +5,525 | $3,041 |
| T | 104,320 | +5,525 | $3,041 |
| PROCTER & GAMBLE |
26,616 | +748 | $2,928 |
| PG | 26,616 | +748 | $2,928 |
| SPDR DOW (DIA) |
13,079 | -128 | $2,867 |
| DIA | 13,079 | -128 | $2,867 |
| FIRST TRUST (FTCS) |
56,606 | +9,644 | $2,813 |
| FTCS | 56,606 | +9,644 | $2,813 |
| ISHARES CORE (IXUS) |
58,432 | +10,686 | $2,747 |
| IXUS | 58,432 | +10,686 | $2,747 |
| INVESCO S&P |
30,140 | -1,892 | $2,532 |
| RSP | 30,140 | -1,892 | $2,532 |
| FACEBOOK INC |
14,835 | +848 | $2,474 |
| FB | 14,835 | +848 | $2,474 |
| INTERNATIONAL PAPER |
75,793 | +675 | $2,359 |
| IP | 75,793 | +675 | $2,359 |
| INVESCO EXCHANGE (SPLV) |
49,864 | -665 | $2,340 |
| SPLV | 49,864 | -665 | $2,340 |
| ALPHABET INC |
2,011 | +56 | $2,338 |
| GOOG | 2,011 | +56 | $2,338 |
| ISHARES EDGE (QUAL) |
26,784 | +1,725 | $2,171 |
| QUAL | 26,784 | +1,725 | $2,171 |
| ISHARES GLOBAL (IXN) |
11,661 | -896 | $2,127 |
| IXN | 11,661 | -896 | $2,127 |
| ISHARES INTL (IDV) |
91,449 | +383 | $2,067 |
| IDV | 91,449 | +383 | $2,067 |
| ISHARES CORE (IVV) |
7,831 | -784 | $2,023 |
| IVV | 7,831 | -784 | $2,023 |
| FIRST TRUST (FDL) |
86,306 | -2,298 | $1,927 |
| FDL | 86,306 | -2,298 | $1,927 |
| ISHARES EDGE (EFAV) |
30,807 | -4,640 | $1,912 |
| EFAV | 30,807 | -4,640 | $1,912 |
| PEPSICO INC |
15,906 | +69 | $1,910 |
| PEP | 15,906 | +69 | $1,910 |
| FIRST TRUST (FVD) |
68,672 | +7,787 | $1,901 |
| FVD | 68,672 | +7,787 | $1,901 |
| EXXON MOBIL |
49,303 | +5,584 | $1,872 |
| XOM | 49,303 | +5,584 | $1,872 |
| TESLA INC |
3,556 | +434 | $1,863 |
| TSLA | 3,556 | +434 | $1,863 |
| MERCK & COMPANY |
23,417 | +2,714 | $1,802 |
| MRK | 23,417 | +2,714 | $1,802 |
| SPDR S&P (MDY) |
6,643 | -1,117 | $1,746 |
| MDY | 6,643 | -1,117 | $1,746 |
| ISHARES CORE (HDV) |
24,172 | -650 | $1,730 |
| HDV | 24,172 | -650 | $1,730 |
| VANGUARD TOTAL (BND) |
19,918 | +4,636 | $1,700 |
| BND | 19,918 | +4,636 | $1,700 |
| HOME DEPOT |
9,070 | +397 | $1,693 |
| HD | 9,070 | +397 | $1,693 |
| JPMORGAN CHASE |
18,475 | +904 | $1,663 |
| JPM | 18,475 | +904 | $1,663 |
| ABBOTT LABORATORIES |
21,063 | -1,057 | $1,662 |
| ABT | 21,063 | -1,057 | $1,662 |
| VANGUARD DIVIDEND (VIG) |
15,887 | +3,108 | $1,643 |
| VIG | 15,887 | +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 |
