Keystone Financial Group
CIK Number: 0001729299
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 227.16 | -0.26% | 345.85K | -3.97% | 76M | 218.46 | 7.73% | Share |
| 2 | SPY | SPDR S&P 500 ET... | 642.49 | -0.44% | 125.6K | +0.49% | 70.32M | 573.69 | 7.15% | Share |
| 3 | SPLG | SPDR Portfolio ... | 75.60 | -0.41% | 594.19K | -4.42% | 39.07M | 67.53 | 3.97% | Share |
| 4 | SPYG | SPDR Portfolio ... | 99.35 | -0.19% | 378.39K | -1.67% | 30.41M | 83.09 | 3.09% | Share |
| 5 | VTI | Vanguard Total ... | 316.65 | -0.48% | 107.91K | +1.42% | 29.66M | 283.28 | 3.02% | Share |
| 6 | TSLA | Tesla, Inc. | 346.60 | +1.94% | 84.01K | +0.78% | 24.91M | 352.15 | 2.53% | Share |
| 7 | VFLO | VictoryShares F... | 36.85 | -0.36% | 721.2K | +37.43% | 24.72M | 34.1 | 2.51% | Share |
| 8 | NVDA | NVIDIA Corporat... | 179.81 | +1.02% | 212.45K | +0.90% | 23.78M | 70.54 | 2.42% | Share |
| 9 | PLTR | Palantir Techno... | 157.17 | -0.99% | 247.44K | +1.74% | 20.92M | 24.27 | 2.13% | Share |
| 10 | META | Meta Platforms,... | 753.30 | -0.2% | 31.24K | +0.48% | 18.99M | 461.63 | 1.93% | Share |
| 11 | MSFT | Microsoft Corpo... | 504.26 | -0.59% | 49.36K | +0.50% | 18.8M | 349.46 | 1.91% | Share |
| 12 | JQUA | JPMorgan U.S. Q... | 61.46 | -0.76% | 324.13K | +8.34% | 18.3M | 56.61 | 1.86% | Share |
| 13 | AMZN | Amazon.com, Inc... | 227.94 | -0.39% | 91.83K | -0.67% | 18.21M | 171.71 | 1.85% | Share |
| 14 | BRK-B | Berkshire Hatha... | 486.11 | -0.59% | 34.21K | +3.38% | 18.16M | 364.45 | 1.85% | Share |
| 15 | DYNF | BlackRock U.S. ... | 56.92 | -0.26% | 350.35K | +3.08% | 17.08M | 49.81 | 1.74% | Share |
| 16 | VOO | Vanguard S&P 50... | 590.66 | -0.43% | 32.83K | -2.33% | 16.97M | 527.67 | 1.73% | Share |
| 17 | JPM | JPMorgan Chase ... | 294.85 | -0.47% | 52.94K | +0.32% | 13.44M | 204.04 | 1.37% | Share |
| 18 | BRK-A | Berkshire Hatha... | 729131.00 | -0.72% | 17 | -22.73% | 13.32M | 554880.41 | 1.35% | Share |
| 19 | VTV | Vanguard Value ... | 182.07 | -0.78% | 60.93K | -5.23% | 10.52M | 174.54 | 1.07% | Share |
| 20 | BND | Vanguard Total ... | 73.64 | -0.14% | 132.97K | +5.18% | 9.7M | 73.99 | 0.99% | Share |
| 21 | QQQ | Invesco QQQ Tru... | 570.35 | -0.28% | 18.43K | +2.96% | 8.64M | 487.8 | 0.88% | Share |
| 22 | AMD | Advanced Micro ... | 163.36 | -2.62% | 74.48K | +1.57% | 7.89M | 116.95 | 0.80% | Share |
| 23 | TOTL | SPDR DoubleLine... | 40.17 | -0.12% | 191.72K | -0.35% | 7.6M | 39.55 | 0.77% | Share |
| 24 | TCAF | T. Rowe Price E... | 36.76 | -0.76% | 224.16K | +15.09% | 7.24M | 33.12 | 0.74% | Share |
| 25 | JNJ | Johnson & Johns... | 178.41 | -0.49% | 44.83K | +3.01% | 7.21M | 156.75 | 0.73% | Share |
| 26 | IVV | iShares Core S&... | 645.66 | -0.44% | 12.35K | +6.25% | 6.96M | 575.95 | 0.71% | Share |
| 27 | BIDD | iShares Interna... | 27.30 | -1.05% | 241.08K | +15.17% | 6.24M | 24.83 | 0.63% | Share |
| 28 | PG | The Procter & G... | 156.06 | -1.64% | 36.8K | -10.22% | 6.21M | 153.44 | 0.63% | Share |
| 29 | VUG | Vanguard Growth... | 457.58 | -0.18% | 16.72K | -0.8% | 6.2M | 383.93 | 0.63% | Share |
| 30 | MCD | McDonald's Corp... | 313.27 | -0.25% | 19.7K | +0.93% | 6.11M | 293.31 | 0.62% | Share |
| 31 | XOM | Exxon Mobil Cor... | 111.75 | +0.42% | 50.42K | -1.98% | 5.99M | 108.34 | 0.61% | Share |
| 32 | T | AT&T Inc. | 28.75 | -0.09% | 218.83K | +0.85% | 5.95M | 20.69 | 0.61% | Share |
| 33 | GOOG | Alphabet Inc. | 209.16 | +1.18% | 37.68K | -0.47% | 5.89M | 126.2 | 0.60% | Share |
| 34 | VIG | Vanguard Divide... | 209.80 | -0.75% | 30.04K | -3.62% | 5.83M | 198.05 | 0.59% | Share |
| 35 | CFO | VictoryShares U... | 73.17 | -0.74% | 84.92K | -2.54% | 5.82M | 69.79 | 0.59% | Share |
| 36 | LOW | Lowe's Companie... | 258.94 | -1.82% | 24.37K | +1.32% | 5.65M | 241.73 | 0.57% | Share |
| 37 | XLG | Invesco S&P 500... | 54.72 | -0.16% | 121.76K | +417.81% | 5.6M | 46.31 | 0.57% | Share |
| 38 | STX | Seagate Technol... | 164.01 | +3.01% | 56.73K | +1.71% | 5.59M | 82.3 | 0.57% | Share |
| 39 | SPTL | SPDR Portfolio ... | 26.25 | -0.21% | 183.32K | +27.32% | 5M | 28.46 | 0.51% | Share |
| 40 | BUFR | First Trust Cbo... | 32.73 | -0.18% | 164.1K | -35.5% | 4.87M | 30.39 | 0.50% | Share |
| 41 | ABT | Abbott Laborato... | 131.87 | -0.54% | 36.72K | +0.22% | 4.87M | 111.23 | 0.49% | Share |
| 42 | VOOG | Vanguard S&P 50... | 413.79 | -0.15% | 14.31K | +0.14% | 4.79M | 345.27 | 0.49% | Share |
| 43 | PEP | PepsiCo, Inc. | 148.20 | -0.96% | 32.01K | +82.84% | 4.78M | 168.53 | 0.49% | Share |
| 44 | MTUM | iShares MSCI US... | 242.77 | -0.37% | 23.51K | +0.71% | 4.75M | 205.93 | 0.48% | Share |
| 45 | BA | The Boeing Comp... | 226.88 | -1.41% | 24.59K | +1.97% | 4.62M | 192.45 | 0.47% | Share |
| 46 | VO | Vanguard Mid Ca... | 288.66 | -0.71% | 17.58K | -0.71% | 4.55M | 263.83 | 0.46% | Share |
| 47 | MLN | VanEck Long Mun... | 16.82 | +0.09% | 266.4K | +3.39% | 4.55M | 17.94 | 0.46% | Share |
| 48 | GOOGL | Alphabet Inc. | 208.49 | +1.16% | 28.98K | +2.58% | 4.49M | 127.5 | 0.46% | Share |
| 49 | VB | Vanguard Small ... | 250.55 | -0.74% | 20.11K | -0.59% | 4.46M | 237.29 | 0.45% | Share |
| 50 | ITOT | iShares Core S&... | 140.67 | -0.43% | 34.74K | -1.66% | 4.24M | 125.62 | 0.43% | Share |
| 51 | HYMB | SPDR Nuveen Blo... | 24.20 | -0.1% | 171.52K | +519.09% | 4.22M | 25.39 | 0.43% | Share |
| 52 | GBTC | Grayscale Bitco... | 87.01 | -5.15% | 53.75K | -1.79% | 4.17M | 70.16 | 0.42% | Share |
| 53 | XMPT | VanEck CEF Muni... | 20.86 | +0.13% | 195.73K | +3.62% | 4.16M | 21.76 | 0.42% | Share |
| 54 | VOOV | Vanguard S&P 50... | 195.63 | -0.74% | 22.07K | +1.46% | 4.06M | 190.51 | 0.41% | Share |
| 55 | IAU | iShares Gold Tr... | 63.42 | -0.24% | 68.38K | +550.52% | 4.03M | 57.52 | 0.41% | Share |
| 56 | QUAL | iShares MSCI US... | 188.42 | -0.5% | 22.58K | -20.72% | 3.86M | 178.64 | 0.39% | Share |
| 57 | EMXC | iShares MSCI Em... | 64.27 | -0.66% | 69.29K | +17.74% | 3.82M | 59.98 | 0.39% | Share |
| 58 | CMG | Chipotle Mexica... | 42.73 | -2.07% | 74.23K | -0.09% | 3.73M | 54.07 | 0.38% | Share |
| 59 | HD | The Home Depot,... | 408.92 | -0.94% | 10.04K | -3.7% | 3.72M | 344.63 | 0.38% | Share |
| 60 | ABBV | AbbVie Inc. | 207.47 | -1.49% | 17.61K | -1.91% | 3.69M | 142.28 | 0.38% | Share |
| 61 | IQLT | iShares MSCI In... | 43.23 | -1.24% | 92.83K | -32.33% | 3.68M | 38.12 | 0.37% | Share |
| 62 | USMV | iShares MSCI US... | 93.70 | -0.89% | 38.15K | -11.94% | 3.57M | 91.11 | 0.36% | Share |
| 63 | MDY | SPDR S&P MIDCAP... | 590.76 | -0.81% | 6.44K | -17.97% | 3.49M | 569.64 | 0.35% | Share |
| 64 | DIS | The Walt Disney... | 117.74 | -0.94% | 30.97K | +3.88% | 3.32M | 104.39 | 0.34% | Share |
| 65 | HEFA | iShares Currenc... | 39.22 | -0.71% | 90.79K | -48.71% | 3.29M | 35.37 | 0.33% | Share |
| 66 | DGRO | iShares Core Di... | 66.54 | -0.75% | 52.67K | -4.55% | 3.25M | 62.68 | 0.33% | Share |
| 67 | CVX | Chevron Corpora... | 158.11 | -0.04% | 19.26K | +14.03% | 3.22M | 157.62 | 0.33% | Share |
| 68 | XLF | Financial Selec... | 53.25 | -0.59% | 63.44K | +17.62% | 3.16M | 45.99 | 0.32% | Share |
| 69 | RSP | Invesco S&P 500... | 188.03 | -0.77% | 17.79K | -2.14% | 3.08M | 179.16 | 0.31% | Share |
| 70 | SPYV | SPDR Portfolio ... | 54.28 | -0.71% | 56.89K | -12.67% | 2.91M | 52.86 | 0.30% | Share |
| 71 | NFLX | Netflix, Inc. | 1218.07 | +1.11% | 3.01K | +3.44% | 2.9M | 552.73 | 0.30% | Share |
| 72 | SPMB | SPDR Portfolio ... | 22.13 | -0.14% | 130.65K | +1.99% | 2.88M | 22.44 | 0.29% | Share |
| 73 | IVOO | Vanguard S&P Mi... | 109.54 | -0.72% | 28.59K | -2.27% | 2.82M | 105.63 | 0.29% | Share |
| 74 | IJR | iShares Core S&... | 117.42 | -0.92% | 26.15K | +5.21% | 2.76M | 116.35 | 0.28% | Share |
| 75 | PM | Philip Morris I... | 167.36 | -2.56% | 17.3K | -0.17% | 2.75M | 98.52 | 0.28% | Share |
| 76 | LLY | Eli Lilly and C... | 695.50 | -2.27% | 3.22K | +0.34% | 2.62M | 662.94 | 0.27% | Share |
| 77 | V | Visa Inc. | 348.87 | -0.33% | 7.24K | -1.08% | 2.54M | 255.66 | 0.26% | Share |
| 78 | NKE | NIKE, Inc. | 79.18 | +1.02% | 40.06K | +6.85% | 2.51M | 81.88 | 0.26% | Share |
| 79 | VIOO | Vanguard S&P Sm... | 108.86 | -0.82% | 26K | -2.33% | 2.51M | 108.18 | 0.26% | Share |
| 80 | DIA | SPDR Dow Jones ... | 453.08 | -0.78% | 5.94K | -13.39% | 2.49M | 423.12 | 0.25% | Share |
| 81 | SDVY | First Trust SMI... | 37.85 | -0.79% | 73.61K | +20.63% | 2.47M | 35.85 | 0.25% | Share |
| 82 | MRK | Merck & Co., In... | 85.33 | -2.33% | 26.71K | -1.97% | 2.37M | 115.62 | 0.24% | Share |
| 83 | KO | The Coca-Cola C... | 68.92 | -1.73% | 32.98K | +8.88% | 2.36M | 61.46 | 0.24% | Share |
| 84 | XLE | Energy Select S... | 88.36 | +0.25% | 25.07K | -20.34% | 2.34M | 87.79 | 0.24% | Share |
| 85 | CDC | VictoryShares U... | 66.37 | -0.81% | 35.31K | -3.34% | 2.32M | 64.99 | 0.24% | Share |
| 86 | RDVY | First Trust Ris... | 65.59 | -0.43% | 39.18K | +2.13% | 2.29M | 59.2 | 0.23% | Share |
| 87 | PFE | Pfizer Inc. | 25.13 | -2.9% | 89.72K | +28.76% | 2.27M | 30.73 | 0.23% | Share |
| 88 | BINC | Blackrock Etf T... | 53.01 | -0.01% | 42.51K | -17.33% | 2.23M | 53.53 | 0.23% | Share |
| 89 | FMB | First Trust Man... | 49.67 | -0.11% | 43.11K | +17.01% | 2.17M | 51.71 | 0.22% | Share |
| 90 | WMT | Walmart Inc. | 96.10 | -0.75% | 24.52K | +13.37% | 2.15M | 59.48 | 0.22% | Share |
| 91 | LNC | Lincoln Nationa... | 41.88 | -0.14% | 60.44K | +1.49% | 2.12M | 31.7 | 0.22% | Share |
| 92 | VYM | Vanguard High D... | 138.24 | -0.66% | 15.7K | -6.25% | 2.02M | 128.2 | 0.21% | Share |
| 93 | VONE | Vanguard Russel... | 292.01 | -0.46% | 7.96K | +3.78% | 2.02M | 260.29 | 0.21% | Share |
| 94 | CFA | VictoryShares U... | 90.22 | -0.75% | 23.76K | -9.27% | 2.01M | 86.15 | 0.20% | Share |
| 95 | IEFA | iShares Core MS... | 85.99 | -1.29% | 22.63K | -6.4% | 1.71M | 78.05 | 0.17% | Share |
| 96 | RH | Rh | 230.71 | -5.33% | 7.18K | +3.03% | 1.66M | 365.11 | 0.17% | Share |
| 97 | IXN | iShares Global ... | 95.75 | -0.09% | 21.75K | -12.45% | 1.65M | 82.53 | 0.17% | Share |
| 98 | IP | International P... | 49.39 | +1.02% | 30.84K | +0.04% | 1.65M | 31.82 | 0.17% | Share |
| 99 | XLK | Technology Sele... | 261.84 | -0.22% | 7.95K | -21.56% | 1.64M | 228.02 | 0.17% | Share |
| 100 | CSCO | Cisco Systems, ... | 67.14 | -0.27% | 25.69K | -0.17% | 1.59M | 51.81 | 0.16% | Share |
| 101 | SCHG | Schwab U.S. Lar... | 30.43 | -0.21% | 62.59K | -4.56% | 1.57M | 26.05 | 0.16% | Share |
| 102 | CGUS | Capital Group C... | 38.41 | -0.47% | 45.24K | +32.59% | 1.51M | 34.58 | 0.15% | Share |
| 103 | PANW | Palo Alto Netwo... | 184.55 | -0.72% | 7.99K | +2.29% | 1.49M | 175.27 | 0.15% | Share |
| 104 | IEMG | iShares Core MS... | 62.59 | -0.52% | 26.92K | +8.39% | 1.46M | 57.14 | 0.15% | Share |
| 105 | UNH | UnitedHealth Gr... | 304.89 | -0.82% | 2.75K | +3.90% | 1.4M | 488.35 | 0.14% | Share |
| 106 | NSC | Norfolk Souther... | 277.41 | -2.53% | 5.76K | -1.24% | 1.36M | 225.04 | 0.14% | Share |
| 107 | ET | Energy Transfer... | 17.52 | +0.03% | 71.17K | +100.00% | 1.32M | 18.59 | 0.13% | Share |
| 108 | UL | Unilever PLC | 62.09 | -1.54% | 22.04K | +0.84% | 1.31M | 51.97 | 0.13% | Share |
| 109 | LMT | Lockheed Martin... | 447.57 | +0.31% | 2.84K | +9.62% | 1.3M | 471.03 | 0.13% | Share |
| 110 | IJH | iShares Core S&... | 64.71 | -0.77% | 22.05K | -1.16% | 1.29M | 62.32 | 0.13% | Share |
| 111 | FVD | First Trust Val... | 46.35 | -1.09% | 28.76K | +18.56% | 1.28M | 45.23 | 0.13% | Share |
| 112 | DUK | Duke Energy Cor... | 123.11 | -0.99% | 10.5K | +1.66% | 1.28M | 93.07 | 0.13% | Share |
| 113 | GE | GE Aerospace | 266.63 | +0.04% | 6.38K | -4.78% | 1.28M | 94.92 | 0.13% | Share |
| 114 | AVGO | Broadcom Inc. | 294.23 | +0.08% | 7.58K | +0.84% | 1.27M | 113.43 | 0.13% | Share |
| 115 | FYX | First Trust Sma... | 106.62 | -0.6% | 13.98K | +2.34% | 1.26M | 99.35 | 0.13% | Share |
| 116 | IUSG | iShares Core S&... | 156.72 | -0.17% | 9.8K | -1.2% | 1.25M | 131.91 | 0.13% | Share |
| 117 | VGT | Vanguard Inform... | 692.25 | -0.28% | 2.26K | -4.28% | 1.24M | 590.24 | 0.13% | Share |
| 118 | EPD | Enterprise Prod... | 31.68 | -0.69% | 36.11K | +100.00% | 1.23M | 34.14 | 0.13% | Share |
| 119 | UPS | United Parcel S... | 87.73 | -1.23% | 11.34K | +5.44% | 1.23M | 161.33 | 0.12% | Share |
| 120 | MPC | Marathon Petrol... | 172.22 | +0.78% | 8.28K | -0.37% | 1.21M | 157.98 | 0.12% | Share |
| 121 | COST | Costco Wholesal... | 941.58 | -1.77% | 1.27K | +21.33% | 1.21M | 811.41 | 0.12% | Share |
| 122 | MMM | 3M Company | 155.87 | -1.8% | 8.15K | -1.28% | 1.2M | 84.26 | 0.12% | Share |
| 123 | BAC | Bank of America... | 49.50 | +0.04% | 28.26K | -4.35% | 1.18M | 29.85 | 0.12% | Share |
| 124 | SO | The Southern Co... | 93.16 | -1.4% | 12.61K | -3.34% | 1.16M | 78.29 | 0.12% | Share |
| 125 | DKNG | DraftKings Inc. | 46.91 | -0.57% | 31.57K | -1.45% | 1.15M | 33.41 | 0.12% | Share |
| 126 | GOLD | Barrick Gold Co... | 21.16 | +1.37% | 58.97K | +4.56% | 1.15M | 17.02 | 0.12% | Share |
| 127 | VZ | Verizon Communi... | 44.21 | -0.52% | 25.25K | +3.20% | 1.14M | 39.06 | 0.12% | Share |
| 128 | VFMV | Vanguard U.S. M... | 130.66 | -0.75% | 9.01K | +0.84% | 1.14M | 121.66 | 0.12% | Share |
| 129 | VSDA | VictoryShares D... | 54.41 | -0.87% | 22.01K | +3.91% | 1.14M | 52.99 | 0.12% | Share |
| 130 | ABNB | Airbnb, Inc. | 128.15 | -1.36% | 8.82K | -0.06% | 1.12M | 130.39 | 0.11% | Share |
| 131 | XLI | Industrial Sele... | 151.59 | -1.01% | 8.55K | -27.78% | 1.12M | 133.19 | 0.11% | Share |
| 132 | IBM | International B... | 239.51 | -1.07% | 4.5K | -5.12% | 1.12M | 170.81 | 0.11% | Share |
| 133 | FTCS | First Trust Cap... | 92.79 | -0.84% | 12.42K | -0.62% | 1.11M | 90.77 | 0.11% | Share |
| 134 | NEE | NextEra Energy,... | 75.32 | -1.31% | 15.23K | +1.85% | 1.08M | 71.88 | 0.11% | Share |
| 135 | QCOM | QUALCOMM Incorp... | 156.42 | -1.01% | 6.95K | +2.69% | 1.07M | 128.9 | 0.11% | Share |
| 136 | SOXX | iShares Semicon... | 248.56 | -0.21% | 5.62K | +10.16% | 1.06M | 226.67 | 0.11% | Share |
| 137 | MGK | Vanguard Mega C... | 383.40 | -0.16% | 3.35K | -2.59% | 1.03M | 321.95 | 0.11% | Share |
| 138 | OLLI | Ollie's Bargain... | 130.15 | -1.54% | 9.12K | -1.29% | 1.03M | 101.05 | 0.10% | Share |
| 139 | XLU | Utilities Selec... | 85.07 | -1.13% | 12.97K | -19.15% | 1.02M | 80.52 | 0.10% | Share |
| 140 | AEP | American Electr... | 113.00 | -0.89% | 9.28K | +0.23% | 1.01M | 84.9 | 0.10% | Share |
| 141 | CRWD | CrowdStrike Hol... | 418.83 | -0.41% | 2.87K | +35.09% | 1.01M | 316.04 | 0.10% | Share |
| 142 | XLV | Health Care Sel... | 136.20 | -1.43% | 6.86K | -3.64% | 1M | 154.02 | 0.10% | Share |
| 143 | VEA | Vanguard Develo... | 58.83 | -1.23% | 19.38K | -2.2% | 984.99K | 52.71 | 0.10% | Share |
| 144 | APAM | Artisan Partner... | 46.45 | -0.57% | 24.79K | +31.05% | 969.33K | 39.48 | 0.10% | Share |
| 145 | ENB | Enbridge Inc. | 47.60 | -0.76% | 21.77K | +40.84% | 964.4K | 38.86 | 0.10% | Share |
| 146 | MOAT | VanEck Mornings... | 98.40 | -0.79% | 10.79K | +21.69% | 949.76K | 95.09 | 0.10% | Share |
| 147 | D | Dominion Energy... | 60.16 | -2.8% | 16.9K | +32.75% | 947.37K | 52 | 0.10% | Share |
| 148 | AGG | iShares Core U.... | 99.23 | -0.17% | 9.57K | -46.25% | 946.59K | 97.79 | 0.10% | Share |
| 149 | TJX | The TJX Compani... | 135.49 | -0.77% | 7.34K | -1.63% | 940.05K | 110.38 | 0.10% | Share |
| 150 | ELV | Elevance Health... | 314.29 | -0.71% | 2.17K | +29.01% | 935.64K | 434.7 | 0.10% | Share |