The Analysis of Keystone Financial Services, LLC's Holdings
Currently, Keystone Financial Services, LLC holds 54 types of securities in its portfolio with a total value $146.8M. In the most recent quarter, they have increased their positions in N/A (+896 shares, valued at $281.2K), FLQM (+4.4K shares, valued at $247.2K), PVAL (+5.3K shares, valued at $240.4K); decreased their positions in VOOG (-317 shares, valued at $140.9K), NVDA (-529 shares, valued at $98.7K), FTCS (-860 shares, valued at $79.6K); initiated new positions in N/A (+896 shares, valued at $281.2K), MAR (+677 shares, valued at $210.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOOG VANGUARD ADMIRAL FDS INC39.6K shares-0.79%2025-12-312026-01-27
PVAL PUTNAM ETF TRUST355.4K shares1.51%2025-12-312026-01-27 SPYM SPDR SERIES TRUST180.0K shares0.86%2025-12-312026-01-27 PSFF PACER FDS TR337.5K shares2.19%2025-12-312026-01-27 FLQM FRANKLIN TEMPLETON ETF TR141.1K shares3.22%2025-12-312026-01-27 JPSE J P MORGAN EXCHANGE TRADED F156.6K shares1.75%2025-12-312026-01-27 IVV ISHARES TR8.5K shares0.17%2025-12-312026-01-27 VOE VANGUARD INDEX FDS26.2K shares1.96%2025-12-312026-01-27 CGCB CAPITAL GRP FIXED INCM ETF T174.7K shares2.44%2025-12-312026-01-27 KMID VIRTUS ETF TR II181.1K shares2.71%2025-12-312026-01-27 JPIE J P MORGAN EXCHANGE TRADED F93.2K shares2.40%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR147.6K shares-0.98%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F74.5K shares2.34%2025-12-312026-01-27 CALF PACER FDS TR82.2K shares2.00%2025-12-312026-01-27 CGMS CAPITAL GRP FIXED INCM ETF T122.7K shares2.60%2025-12-312026-01-27 JHMM JOHN HANCOCK EXCHANGE TRADED42.1K shares0.01%2025-12-312026-01-27 NVDA NVIDIA CORPORATION9.7K shares-5.16%2025-12-312026-01-27 AAPL APPLE INC5.7K shares0.91%2025-12-312026-01-27 UNP UNION PAC CORP6.1K shares0.00%2025-12-312026-01-27 SOFI SOFI TECHNOLOGIES INC51.6K shares0.52%2025-12-312026-01-27 FRTY THE ALGER ETF TRUST58.8K shares0.93%2025-12-312026-01-27 FTCS FIRST TR EXCHANGE-TRADED FD11.7K shares-6.84%2025-12-312026-01-27 ILCB ISHARES TR11.1K shares-0.88%2025-12-312026-01-27 RDVY FIRST TR EXCHANGE TRADED FD14.4K shares-2.12%2025-12-312026-01-27 VBK VANGUARD INDEX FDS2.7K shares0.72%2025-12-312026-01-27 SDVY FIRST TR EXCHANGE-TRADED FD19.8K shares1.29%2025-12-312026-01-27 VO VANGUARD INDEX FDS2.6K shares-0.08%2025-12-312026-01-27 CGGR CAPITAL GROUP GROWTH ETF16.6K shares2.07%2025-12-312026-01-27 AMZN AMAZON COM INC3.1K shares0.45%2025-12-312026-01-27 TSLA TESLA INC1.6K shares0.00%2025-12-312026-01-27 IJH ISHARES TR10.7K shares0.02%2025-12-312026-01-27 VOT VANGUARD INDEX FDS2.0K shares-2.30%2025-12-312026-01-27 XOM EXXON MOBIL CORP4.6K shares0.09%2025-12-312026-01-27 VB VANGUARD INDEX FDS2.0K shares0.35%2025-12-312026-01-27 NOBL PROSHARES TR3.9K shares0.38%2025-12-312026-01-27 HTAB HARTFORD FDS EXCHANGE TRADED20.8K shares3.32%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR574 shares-16.45%2025-12-312026-01-27 REGL PROSHARES TR4.6K shares2.82%2025-12-312026-01-27 SCHA SCHWAB STRATEGIC TR12.0K shares-5.89%2025-12-312026-01-27 MELI MERCADOLIBRE INC169 shares0.00%2025-12-312026-01-27 SCHM SCHWAB STRATEGIC TR11.1K shares-6.47%2025-12-312026-01-27 MSFT MICROSOFT CORP686 shares0.88%2025-12-312026-01-27 ETH GRAYSCALE ETHEREUM MINI TR E11.8K shares72.43%2025-12-312026-01-27 RECS COLUMBIA ETF TR I7.4K shares8.71%2025-12-312026-01-27 ALPHABET INC ALPHABET INC944 shares-0.94%2025-12-312026-01-27 DIS DISNEY WALT CO2.5K shares0.00%2025-12-312026-01-27 ALPHABET INC ALPHABET INC896 sharesnew addition2025-12-312026-01-27 ONEV SPDR SERIES TRUST2.0K shares3.99%2025-12-312026-01-27 META META PLATFORMS INC392 shares8.59%2025-12-312026-01-27 MAR MARRIOTT INTL INC NEW677 sharesnew addition2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available