KF
| |
Keystone Financial Services, LLC13F | |
| Keystone Financial Services, LLC | |
| Last update 2025-04-25 | 47 Stocks (5 new) |
| Value $118.00 Mil | Turnover 11 % |
Keystone Financial Services, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOOG | Vanguard S&P 500 Growth ETF | 39,170 | 13,101.7 | +4.18% | 11.090 | +0.45% | 0.080 | +22.52% | +9.89% | 16,746.5 | ||
PVAL | Putnam Focused Large Cap Value ETF | 325,530 | 12,396.2 | +7.11% | 10.500 | +0.70% | 0.500 | +13.52% | +9.78% | 3,567.4 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 169,472 | 11,144.5 | +4.02% | 9.440 | +0.36% | 0.020 | +16.10% | +6.81% | 76,297.5 | ||
PSFF | Pacer Swan SOS Fund of Funds ETF | 305,114 | 8,711.0 | +7.43% | 7.380 | +0.51% | 2.050 | +9.11% | +4.23% | 487.0 | ||
FLQM |
Franklin U.S. Mid Cap Multifactor Index ETF
Franklin U.S. Mid Cap Multifactor Index ETF
| 125,137 | 6,633.5 | +6.95% | 5.620 | +0.37% | 0.430 | +7.94% | -0.08% | 1,631.6 | ||
JPSE |
JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF
| 143,175 | 6,241.0 | +14.89% | 5.280 | +0.68% | 1.410 | +13.92% | -1.24% | 475.6 | ||
IVV | iShares Core S&P 500 ETF | 8,438 | 4,741.6 | +32.92% | 4.010 | +0.99% | 0.000 | +16.06% | +6.83% | 628,804.2 | ||
SCHD | Schwab US Dividend Equity ETF | 159,612 | 4,462.8 | +5.53% | 3.780 | +0.20% | 0.010 | +6.70% | +0.21% | 70,078.3 | ||
CGCB | Capital Group Core Bond ETF | 152,888 | 4,017.9 | +4.55% | 3.400 | +0.15% | 0.190 | +0.88% | +2.72% | 2,436.0 | ||
VOE | Vanguard Mid-Cap Value ETF | 24,483 | 3,930.6 | +5.56% | 3.330 | +0.18% | 0.020 | +9.31% | +2.97% | 17,233.6 |
Keystone Financial Services, LLC's Historical Top Holdings Breakdowns
Keystone Financial Services, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNP | Union Pacific Corp | 2025-03-31 | New Buy New Buy | +1.23% | 225.21 ($240.72) 254.42 | $231.14 | -3.98% | New holding | 6,161 | 6,161 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.99% | 554.06 ($590.51) 615.85 | $624.99 | 5.84% | Add 32.92% | 8,438 | 2,090 | |
PVAL | Putnam Focused Large Cap Value ETF | 2025-03-31 | Add Add | +0.70% | 36.8 ($38.31) 39.59 | $40.50 | 5.72% | Add 7.11% | 325,530 | 21,604 | |
JPSE |
JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF
| 2025-03-31 | Add Add | +0.68% | 42.78 ($45.92) 48.51 | $45.95 | 0.07% | Add 14.89% | 143,175 | 18,552 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.63% | 507.05 ($540.58) 563.67 | $571.86 | 5.79% | Add 239.61% | 2,075 | 1,464 | |
PSFF | Pacer Swan SOS Fund of Funds ETF | 2025-03-31 | Add Add | +0.51% | 28.22 ($29.36) 30.06 | $30.53 | 3.99% | Add 7.43% | 305,114 | 21,111 | |
VOOG | Vanguard S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.45% | 333.37 ($363.64) 384.99 | $401.12 | 10.31% | Add 4.18% | 39,170 | 1,572 | |
JHMM |
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
| 2025-03-31 | Add Add | +0.42% | 55.69 ($60.14) 63.12 | $61.22 | 1.80% | Add 23.91% | 44,859 | 8,655 | |
FLQM |
Franklin U.S. Mid Cap Multifactor Index ETF
Franklin U.S. Mid Cap Multifactor Index ETF
| 2025-03-31 | Add Add | +0.37% | 51.3 ($54.63) 56.76 | $53.93 | -1.28% | Add 6.95% | 125,137 | 8,136 | |
OSEA |
Harbor International Compounders ETF
Harbor International Compounders ETF
| 2025-03-31 | Sold Out Sold Out | -0.37% | 25.59 ($26.85) 27.75 | $28.97 | 7.90% | Sold Out | 0 | -15,584 |
Keystone Financial Services, LLC Total Holding History ($B)
Keystone Financial Services, LLC's Asset Allocation
Keystone Financial Services, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Keystone Financial Services, LLC's Hypothetical Growth since 2025-03-31
Keystone Financial Services, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Keystone Financial Services, LLC's Holdings Heat Map
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Keystone Financial Services, LLC's Holdings Bubble Chart
Keystone Financial Services, LLC News
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