Keystone Financial Services, LLC Portfolio Holdings by Sector
Keystone Financial Services, LLC
- $118 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOOG SPLG PSFF FLQM JPSE IVV SCHD VOE 31 stocks |
$81.6 Million
89.55% of portfolio
|
  29  
|
  2  
|
  3  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.57 Million
2.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$1.46 Million
1.6% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.28 Million
1.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1.13 Million
1.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$879,960
0.97% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
SOFI 1 stocks |
$580,360
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
LW 1 stocks |
$497,129
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$479,860
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$410,509
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$239,219
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|