Keystone Financial Services, LLC Portfolio Holdings by Sector

Keystone Financial Services, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOOG SPLG PSFF FLQM JPSE IVV VOE SCHD 32 stocks	$98.6 Million 88.82% of portfolio	21	11	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.48 Million 2.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.91 Million 1.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$1.44 Million 1.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.43 Million 1.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI 1 stocks	$1.36 Million 1.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$1.07 Million 0.97% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$705,326 0.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$517,758 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$496,824 0.45% of portfolio	2	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LW 1 stocks	$362,245 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$352,080 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$284,679 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts

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