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Keystone Financial Services Top Holdings
As of  06/30/2022, below is a summary of the Keystone Financial Services top holdings by largest position size, as per the latest 13f filing made by Keystone Financial Services. In the Keystone Financial Services-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Keystone Financial Services in that top holding, then the share count change between reporting periods, and finally the Keystone Financial Services top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 104,456 +5,484 $42,860
     IVV104,456+5,484$42,860
ISHARES TR (ESGU) 304,567 -13,428 $27,734
     ESGU304,567-13,428$27,734
ISHARES TR (IUSB) 311,500 +33,175 $14,815
     IUSB311,500+33,175$14,815
ISHARES TR (GOVT) 535,727 +159,887 $12,921
     GOVT535,727+159,887$12,921
ISHARES TR (EFG) 120,797 +46,202 $10,361
     EFG120,797+46,202$10,361
ISHARES TR (EFV) 235,068 -27,006 $10,285
     EFV235,068-27,006$10,285
ISHARES INC (EEMV) 116,207 +116,207 $6,443
     EEMV116,207+116,207$6,443
ISHARES TR (TIP) 44,816 +9,985 $5,187
     TIP44,816+9,985$5,187
ISHARES TR (IJR) 35,964 -9,531 $3,633
     IJR35,964-9,531$3,633
ISHARES TR (HDV) 33,326 +33,326 $3,423
     HDV33,326+33,326$3,423
ISHARES TR (USMV) 45,334 +15,622 $3,314
     USMV45,334+15,622$3,314
ISHARES TR (TLH) 20,122 +4,073 $2,473
     TLH20,122+4,073$2,473
BERKSHIRE HATHAWAY INC DEL      $2,301
     BRK.B7,875+258$2,301
ISHARES TR (FALN) 69,072 -15,295 $1,763
     FALN69,072-15,295$1,763
ISHARES U S ETF TR (COMT) 41,100 -66,492 $1,591
     COMT41,100-66,492$1,591
ISHARES TR (IFRA) 41,357 +41,357 $1,527
     IFRA41,357+41,357$1,527
ALPHABET INC 12,963 +12,329 $1,502
     GOOG12,963+12,329$1,502
ISHARES INC (ESGE) 40,763 -130,444 $1,285
     ESGE40,763-130,444$1,285
ISHARES TR (ICVT) 16,617 +16,617 $1,212
     ICVT16,617+16,617$1,212
ENBRIDGE INC 22,250 +1,041 $979
     ENB22,250+1,041$979
ISHARES TR (IYE) 22,143 -93,078 $917
     IYE22,143-93,078$917
CARMAX INC 8,899 +329 $882
     KMX8,899+329$882
VANGUARD INDEX FDS (VTI) 4,307 -2,106 $882
     VTI4,307-2,106$882
JPMORGAN CHASE & CO 7,064 +493 $794
     JPM7,064+493$794
ORACLE CORP 10,344 +536 $789
     ORCL10,344+536$789
ISHARES TR (MBB) 7,871 +508 $781
     MBB7,871+508$781
ISHARES TR (DSI) 10,023 +3,797 $776
     DSI10,023+3,797$776
APPLE INC 4,803 UNCH $769
     AAPL4,803UNCH$769
MCKESSON CORP 2,284 -39 $765
     MCK2,284-39$765
COMCAST CORP NEW 19,430 +1,144 $733
     CMCSA19,430+1,144$733
WELLS FARGO CO NEW 16,545 +292 $709
     WFC16,545+292$709
META PLATFORMS INC 4,407 +267 $706
     FB4,407+267$706
EBAY INC. 14,469 +297 $700
     EBAY14,469+297$700
PHILIP MORRIS INTL INC 6,972 +386 $688
     PM6,972+386$688
BECTON DICKINSON & CO 2,653 +102 $645
     BDX2,653+102$645
ISHARES TR (IXN) 12,594 -40,253 $642
     IXN12,594-40,253$642
ISHARES TR (USXF) 19,832 -9,978 $641
     USXF19,832-9,978$641
LOCKHEED MARTIN CORP 1,354 +32 $581
     LMT1,354+32$581
ISHARES TR (EUSB) 12,535 -8,388 $559
     EUSB12,535-8,388$559
BOOKING HOLDINGS INC 278 +9 $543
     BKNG278+9$543
AMERISOURCEBERGEN CORP 3,599 +327 $514
     ABC3,599+327$514
NOVARTIS AG 5,975 +339 $509
     NVS5,975+339$509
FIRST TR EXCHNG TRADED FD VI (FIXD) 10,518 -87 $497
     FIXD10,518-87$497
VISA INC 2,364 +133 $487
     V2,364+133$487
SCHWAB CHARLES CORP 7,145 +499 $483
     SCHW7,145+499$483
VANGUARD INDEX FDS (VB) 2,419 UNCH $468
     VB2,419UNCH$468
UNILEVER PLC 9,519 +521 $461
     UL9,519+521$461
GENERAL DYNAMICS CORP 1,971 +100 $447
     GD1,971+100$447
SANOFI 8,952 +253 $437
     SNY8,952+253$437
BANK NEW YORK MELLON CORP 10,128 +276 $435
     BK10,128+276$435

See Full List: All Stocks Held By Keystone Financial Services
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Keystone Financial Services

Size ($ in 1000's)
At 06/30/2022: $183,857
At 03/31/2022: $173,583

Keystone Financial Services holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keystone Financial Services 13F filings. Link to 13F filings: SEC filings

Keystone Financial Services Top Holdings 13F Filings | www.HoldingsChannel.com

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