HoldingsChannel.com
| Entity | Amount | Change
03/31/2020 to 06/30/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P (SPY) |
138,729 | +925 | $42,778 |
| SPY | 138,729 | +925 | $42,778 |
| APPLE INC |
70,099 | -1,025 | $25,572 |
| AAPL | 70,099 | -1,025 | $25,572 |
| VICTORYSHARES US (CFO) |
271,429 | +1,385 | $14,078 |
| CFO | 271,429 | +1,385 | $14,078 |
| ISHARES CORE (ITOT) |
157,840 | +6,674 | $10,960 |
| ITOT | 157,840 | +6,674 | $10,960 |
| ISHARES EDGE (USMV) |
154,252 | +4,166 | $9,352 |
| USMV | 154,252 | +4,166 | $9,352 |
 BERKSHIRE HATHAWAY |
$9,009 | ||
| BRK.A | 17 | UNCH | $4,544 |
| BRK.B | 25,011 | +983 | $4,465 |
| MICROSOFT CORP |
43,387 | -43 | $8,830 |
| MSFT | 43,387 | -43 | $8,830 |
| VANGUARD VALUE (VTV) |
75,533 | -11,253 | $7,522 |
| VTV | 75,533 | -11,253 | $7,522 |
| AMAZON COM |
2,629 | +198 | $7,253 |
| AMZN | 2,629 | +198 | $7,253 |
| VANGUARD S&P (VOO) |
25,181 | +45 | $7,137 |
| VOO | 25,181 | +45 | $7,137 |
| VICTORYSHARES U S (CDC) |
142,573 | -1,440 | $6,640 |
| CDC | 142,573 | -1,440 | $6,640 |
| ISHARES U S (PFF) |
185,192 | +58 | $6,415 |
| PFF | 185,192 | +58 | $6,415 |
| ISHARES EDGE (ACWV) |
62,134 | +339 | $5,442 |
| ACWV | 62,134 | +339 | $5,442 |
| SPDR DOUBLELINE (TOTL) |
91,006 | +18,159 | $4,509 |
| TOTL | 91,006 | +18,159 | $4,509 |
| INTEL CORP |
70,310 | +520 | $4,207 |
| INTC | 70,310 | +520 | $4,207 |
| VANGUARD TOTAL (VTI) |
26,566 | +1,197 | $4,158 |
| VTI | 26,566 | +1,197 | $4,158 |
| FIRST TRUST (FTSM) |
67,596 | +2,296 | $4,055 |
| FTSM | 67,596 | +2,296 | $4,055 |
| FIRST TRUST (FTCS) |
68,804 | +12,198 | $4,020 |
| FTCS | 68,804 | +12,198 | $4,020 |
| JOHNSON & JOHNSON |
28,044 | +679 | $3,944 |
| JNJ | 28,044 | +679 | $3,944 |
| TESLA INC |
3,644 | +88 | $3,935 |
| TSLA | 3,644 | +88 | $3,935 |
| ISHARES CORE (IVV) |
11,715 | +3,884 | $3,628 |
| IVV | 11,715 | +3,884 | $3,628 |
| WELLS FARGO |
$3,430 | ||
| WFC.PRL | 2,485 | +6 | $3,222 |
| WFC | 8,113 | +3,607 | $208 |
| AT&T INC |
112,131 | +7,811 | $3,390 |
| T | 112,131 | +7,811 | $3,390 |
| ISHARES EDGE (QUAL) |
34,875 | +8,091 | $3,345 |
| QUAL | 34,875 | +8,091 | $3,345 |
| FACEBOOK INC |
14,717 | -118 | $3,342 |
| FB | 14,717 | -118 | $3,342 |
| ISHARES CORE (IXUS) |
59,867 | +1,435 | $3,264 |
| IXUS | 59,867 | +1,435 | $3,264 |
| PROCTER & GAMBLE |
27,053 | +437 | $3,235 |
| PG | 27,053 | +437 | $3,235 |
| SPDR DOW (DIA) |
10,393 | -2,686 | $2,680 |
| DIA | 10,393 | -2,686 | $2,680 |
| ALPHABET INC |
1,891 | -120 | $2,673 |
| GOOG | 1,891 | -120 | $2,673 |
| INTERNATIONAL PAPER |
75,768 | -25 | $2,668 |
| IP | 75,768 | -25 | $2,668 |
| FIRST TRUST (FV) |
78,231 | +67,655 | $2,517 |
| FV | 78,231 | +67,655 | $2,517 |
| INVESCO EXCHANGE (SPLV) |
49,132 | -732 | $2,441 |
| SPLV | 49,132 | -732 | $2,441 |
| HOME DEPOT |
9,498 | +428 | $2,379 |
| HD | 9,498 | +428 | $2,379 |
| EXXON MOBIL |
51,332 | +2,029 | $2,296 |
| XOM | 51,332 | +2,029 | $2,296 |
| FIRST TRUST (FDL) |
86,201 | -105 | $2,186 |
| FDL | 86,201 | -105 | $2,186 |
| ISHARES EDGE (EFAV) |
32,232 | +1,425 | $2,129 |
| EFAV | 32,232 | +1,425 | $2,129 |
| PEPSICO INC |
15,863 | -43 | $2,098 |
| PEP | 15,863 | -43 | $2,098 |
| INVESCO S&P |
20,538 | -9,602 | $2,090 |
| RSP | 20,538 | -9,602 | $2,090 |
| FIRST TRUST (FVD) |
68,562 | -110 | $2,079 |
| FVD | 68,562 | -110 | $2,079 |
| SPDR S&P (MDY) |
6,351 | -292 | $2,061 |
| MDY | 6,351 | -292 | $2,061 |
| ISHARES EDGE (MTUM) |
15,729 | +330 | $2,060 |
| MTUM | 15,729 | +330 | $2,060 |
| ABBOTT LABORATORIES |
21,995 | +932 | $2,011 |
| ABT | 21,995 | +932 | $2,011 |
| VANGUARD TOTAL (BND) |
22,161 | +2,243 | $1,958 |
| BND | 22,161 | +2,243 | $1,958 |
| INVESCO QQQ |
7,664 | +976 | $1,898 |
| QQQ | 7,664 | +976 | $1,898 |
| SPDR PORTFOLIO (SPYG) |
42,168 | +42,168 | $1,894 |
| SPYG | 42,168 | +42,168 | $1,894 |
| ISHARES INTL (IDV) |
74,581 | -16,868 | $1,873 |
| IDV | 74,581 | -16,868 | $1,873 |
| JPMORGAN CHASE |
19,825 | +1,350 | $1,865 |
| JPM | 19,825 | +1,350 | $1,865 |
| ISHARES GLOBAL (IXN) |
7,837 | -3,824 | $1,846 |
| IXN | 7,837 | -3,824 | $1,846 |
| VANGUARD DIVIDEND (VIG) |
15,685 | -202 | $1,838 |
| VIG | 15,685 | -202 | $1,838 |
| SCHWAB US |
18,086 | +963 | $1,836 |
| SCHG | 18,086 | +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 |
