HoldingsChannel.com
All Stocks Held By Keystone Financial Services
As of  12/31/2023, we find all stocks held by Keystone Financial Services to be as follows, presented in the table below with each row detailing each Keystone Financial Services position, ordered by largest to smallest position size. The all-stocks-held-by-Keystone Financial Services table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Keystone Financial Services as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
ISHARES TR (IVV) 137,167 +13,780 $65,515
     IVV137,167+13,780$65,515
ISHARES TR (IUSB) 385,148 -60,771 $17,744
     IUSB385,148-60,771$17,744
ISHARES TR (QUAL) 102,169 +205 $15,033
     QUAL102,169+205$15,033
ISHARES TR (EFV) 250,824 -40,270 $13,068
     EFV250,824-40,270$13,068
ISHARES TR (EFG) 81,411 -44,784 $7,885
     EFG81,411-44,784$7,885
ISHARES TR (ESGU) 66,242 +3,187 $6,950
     ESGU66,242+3,187$6,950
ISHARES TR (IYW) 48,995 +14,105 $6,014
     IYW48,995+14,105$6,014
ISHARES TR (MBB) 60,793 -1,547 $5,719
     MBB60,793-1,547$5,719
ISHARES TR (TFLO) 109,701 -7,616 $5,537
     TFLO109,701-7,616$5,537
ISHARES INC (IEMG) 105,337 -8,935 $5,328
     IEMG105,337-8,935$5,328
ISHARES TR (OEF) 23,833 +23,833 $5,324
     OEF23,833+23,833$5,324
ISHARES TR (TLT) 47,737 +4,892 $4,720
     TLT47,737+4,892$4,720
ISHARES TR (IVW) 55,329 +2,287 $4,155
     IVW55,329+2,287$4,155
ISHARES TR (LQD) 31,095 +10,083 $3,441
     LQD31,095+10,083$3,441
BERKSHIRE HATHAWAY INC DEL      $2,815
     BRK.B7,894+23$2,815
ISHARES INC (EMXC) 42,887 +42,887 $2,376
     EMXC42,887+42,887$2,376
ISHARES TR (IFRA) 45,066 +2,212 $1,815
     IFRA45,066+2,212$1,815
ISHARES TR (USMV) 23,033 -29,085 $1,797
     USMV23,033-29,085$1,797
ALPHABET INC 12,457 -158 $1,756
     GOOG12,457-158$1,756
META PLATFORMS INC 4,502 -179 $1,593
     META4,502-179$1,593
ISHARES TR (IXC) 40,413 +40,413 $1,581
     IXC40,413+40,413$1,581
ISHARES TR (TIP) 13,464 -9,499 $1,447
     TIP13,464-9,499$1,447
JPMORGAN CHASE & CO 7,701 -204 $1,310
     JPM7,701-204$1,310
BOOKING HOLDINGS INC 344 -5 $1,220
     BKNG344-5$1,220
BLACKROCK ETF TRUST (LCTU) 20,660 +5,437 $1,081
     LCTU20,660+5,437$1,081
ORACLE CORP 10,044 +133 $1,059
     ORCL10,044+133$1,059
VANGUARD INDEX FDS (VTI) 3,889 -484 $923
     VTI3,889-484$923
COMCAST CORP NEW 20,432 +229 $896
     CMCSA20,432+229$896
MICROSOFT CORP 2,199 -140 $827
     MSFT2,199-140$827
PHILIP MORRIS INTL INC 8,552 +479 $805
     PM8,552+479$805
WELLS FARGO CO NEW 16,109 +76 $793
     WFC16,109+76$793
SCHWAB CHARLES CORP 11,283 +299 $776
     SCHW11,283+299$776
APPLE INC 3,860 -53 $743
     AAPL3,860-53$743
ISHARES TR (DSI) 8,102 +1,704 $738
     DSI8,102+1,704$738
CARMAX INC 9,291 +60 $713
     KMX9,291+60$713
ISHARES TR (EMB) 7,396 -183 $659
     EMB7,396-183$659
VISA INC 2,512 +45 $654
     V2,512+45$654
BECTON DICKINSON & CO 2,656 +29 $648
     BDX2,656+29$648
ISHARES TR (USXF) 15,901 +1,404 $633
     USXF15,901+1,404$633
EBAY INC. 14,318 +178 $625
     EBAY14,318+178$625
ANALOG DEVICES INC 3,136 +55 $623
     ADI3,136+55$623
NOVARTIS AG 6,103 +19 $616
     NVS6,103+19$616
SANOFI 11,831 +182 $588
     SNY11,831+182$588
INTEL CORP 11,665 +11,665 $586
     INTC11,665+11,665$586
MCKESSON CORP 1,192 +24 $552
     MCK1,192+24$552
ELEVANCE HEALTH INC 1,134 +18 $535
     ELV1,134+18$535
BANK NEW YORK MELLON CORP 10,078 +35 $525
     BK10,078+35$525
VANGUARD INDEX FDS (VB) 2,419 UNCH $516
     VB2,419UNCH$516
ISHARES TR (GOVT) 22,364 -30,901 $515
     GOVT22,364-30,901$515
GENERAL DYNAMICS CORP 1,948 -30 $506
     GD1,948-30$506
UNILEVER PLC 9,874 +301 $479
     UL9,874+301$479
ISHARES TR (SUSC) 19,869 +3,327 $462
     SUSC19,869+3,327$462
SPDR S&P 500 ETF TR (SPY) 940 UNCH $447
     SPY940UNCH$447
INVESCO QQQ TR 1,076 UNCH $441
     QQQ1,076UNCH$441
SELECT SECTOR SPDR TR (XLK) 1,995 -106 $384
     XLK1,995-106$384
CONOCOPHILLIPS 3,251 +62 $377
     COP3,251+62$377
ISHARES TR (DMXF) 5,632 +652 $360
     DMXF5,632+652$360
INGREDION INC 3,235 -48 $351
     INGR3,235-48$351
BROADRIDGE FINL SOLUTIONS IN 1,621 -61 $334
     BR1,621-61$334
ALPHABET INC 2,283 +42 $319
     GOOGL2,283+42$319
BANK AMERICA CORP 9,438 -258 $318
     BAC9,438-258$318
LOCKHEED MARTIN CORP 685 UNCH $311
     LMT685UNCH$311
OMNICOM GROUP INC 3,483 -5 $301
     OMC3,483-5$301
CHEVRON CORP NEW 2,007 +56 $299
     CVX2,007+56$299
ISHARES INC (ESGE) 9,266 +1,627 $297
     ESGE9,266+1,627$297
CVS HEALTH CORP 3,712 -274 $293
     CVS3,712-274$293
QUALCOMM INC 2,027 +5 $293
     QCOM2,027+5$293
ISHARES TR (EAGG) 6,002 +434 $287
     EAGG6,002+434$287
THE CIGNA GROUP 880 UNCH $264
     CI880UNCH$264
FISERV INC 1,941 +1,941 $258
     FI1,941+1,941$258
WYNDHAM HOTELS & RESORTS INC 3,130 +26 $252
     WH3,130+26$252
EXXON MOBIL CORP 2,464 +256 $246
     XOM2,464+256$246
FIRST TR EXCHNG TRADED FD VI (FIXD) 5,264 -7,911 $235
     FIXD5,264-7,911$235
RTX CORPORATION 2,645 +2,645 $223
     RTX2,645+2,645$223
ALLEGION PLC 1,716 +1,716 $217
     ALLE1,716+1,716$217
FAIR ISAAC CORP 182 +182 $212
     FICO182+182$212
ESAB CORPORATION 2,430 +2,430 $210
     ESAB2,430+2,430$210
DIAMONDBACK ENERGY INC 1,348 +3 $209
     FANG1,348+3$209
CHARLES RIV LABS INTL INC 863 +863 $204
     CRL863+863$204
ENBRIDGE INC 5,603 +5,603 $202
     ENB5,603+5,603$202
SELECT SECTOR SPDR TR (XLV) 1,481 +1,481 $202
     XLV1,481+1,481$202
HANESBRANDS INC 16,694 +219 $74
     HBI16,694+219$74
FISERV INC $0 (exited)
     FISV0-1,944$0
ISHARES TR 0 -8,463 $0 (exited)
     IJH0-8,463$0

See Summary: Keystone Financial Services Top Holdings
See Details: Top 10 Stocks Held By Keystone Financial Services

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
OEF +23,833+$5,324
EMXC +42,887+$2,376
IXC +40,413+$1,581
INTC +11,665+$586
FI +1,941+$258
RTX +2,645+$223
ALLE +1,716+$217
FICO +182+$212
ESAB +2,430+$210
CRL +863+$204
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IJH -8,463-$2,110
FISV -1,944-$220
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IYW +14,105+$2,353
IVV +13,780+$12,529
LQD +10,083+$1,297
LCTU +5,437+$364
TLT +4,892+$920
SUSC +3,327+$102
ESGU +3,187+$1,028
IVW +2,287+$526
IFRA +2,212+$247
DSI +1,704+$217
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
IUSB -60,771-$1,749
EFG -44,784-$3,006
EFV -40,270-$1,175
GOVT -30,901-$659
USMV -29,085-$1,975
TIP -9,499-$935
IEMG -8,935-$110
FIXD -7,911-$319
TFLO -7,616-$416
Keystone Financial Services Info
Size ($ in 1000's)
At 12/31/2023: $211,639
At 09/30/2023: $188,906

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

All Stocks Held By Keystone Financial Services | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.