Keystone Financial Group
CIK:0001729299
Investment Adviser
$1B AUM
430 holdings
Lexington, KY, USA
Keystone Financial Group offers holistic comprehensive wealth management services to individuals and corporations, focusing on financial planning, savings, and wealth management plans.
Top Buys
P
PLTRPALANTIR TECHNOLOGIES+$13.1M
N
NVDANVIDIA CORP+$11.8M
T
THROISHARES U S+$7.1M
M
MSFTMICROSOFT CORP+$5.9M
V
VTIVANGUARD TOTAL STOCK MARKET ETF+$5.2M
Top Sells
H
HYMBSPDR NUVEEN-$3.6M
P
PEPPEPSICO INC-$2.7M
I
IQLTISHARES MSCI-$2.3M
S
SPLGSPDR PORTFOLIO-$2.2M
A
AAPLAPPLE INC-$2.0M
Top Holdings
S
SPYSPDR S&P+6.7%$74.3M
A
AAPLAPPLE INC+6.7%$74.0M
S
SPLGSPDR PORTFOLIO+3.3%$36.9M
N
NVDANVIDIA CORP+3.2%$35.5M
V
VTIVANGUARD TOTAL STOCK MARKET ETF+3.1%$34.9M
Equity Positions (424)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P | 6.70% | $74.3M | 120,144 | $573.69 | $617.85 | +$4.0M |
A AAPL | APPLE INC | 6.68% | $74.0M | 354,157 | $218.15 | $205.17 | -$2.0M |
S SPLG | SPDR PORTFOLIO | 3.32% | $36.9M | 506,955 | $67.53 | $72.69 | -$2.2M |
N NVDA | NVIDIA CORP | 3.21% | $35.5M | 216,428 | $72.15 | $157.99 | +$11.8M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.15% | $34.9M | 114,747 | $284.51 | $303.93 | +$5.2M |
Industry Allocation
ELECTRONIC COMPUTERS
+6.7%
SERVICES-PREPACKAGED SOFTWARE
+5.7%
SEMICONDUCTORS & RELATED DEVICES
+4.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.8%
FIRE, MARINE & CASUALTY INSURANCE
+2.9%