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The Analysis of Keystone Financial Services's Holdings & P&L

Currently, Keystone Financial Services holds 119 types of securities in its portfolio with a total value $340.7M. In the most recent quarter, they have increased their positions in IVV (+15.5K shares, valued at $10.2M), EFG (+79.0K shares, valued at $8.8M), IDEF (+235.2K shares, valued at $7.7M); decreased their positions in OEF (-48.5K shares, valued at $15.4M), QUAL (-47.7K shares, valued at $9.1M), EFV (-47.3K shares, valued at $3.5M); initiated new positions in IDEF (+235.2K shares, valued at $7.7M), BLCR (+181.5K shares, valued at $7.5M), N/A (+2.6K shares, valued at $616.1K).

1M P&L

-518.4K-0.15%

3M P&L

+25.2M+7.60%

HY P&L

+24.3M+7.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A281.3M

87.0%

2Banks - Diversified5.3M

1.6%

3Software - Infrastructure2.6M

0.8%

Top Industries by Stock Count

1N/A46 stocks

44.7%

2Semiconductors4 stocks

3.9%

3Banks - Diversified3 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR55.6K shares38.79%2026-03-312026-05-06

IVE ISHARES TR122.9K shares21.73%2026-03-312026-05-06

IVW ISHARES TR201.7K shares8.95%2026-03-312026-05-06

IUSB ISHARES TR492.6K shares-1.13%2026-03-312026-05-06

DYNF BLACKROCK ETF TRUST379.0K shares-9.04%2026-03-312026-05-06

IEMG ISHARES INC277.5K shares7.42%2026-03-312026-05-06

EFV ISHARES TR247.6K shares-16.05%2026-03-312026-05-06

EFG ISHARES TR106.0K shares292.69%2026-03-312026-05-06

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QUAL ISHARES TR58.5K shares-44.91%2026-03-312026-05-06

MTUM ISHARES TR43.4K shares52.26%2026-03-312026-05-06

BAI BLACKROCK ETF TRUST309.7K shares21.69%2026-03-312026-05-06

THRO BLACKROCK ETF TRUST278.4K shares9.02%2026-03-312026-05-06

TLH ISHARES TR89.8K shares4.08%2026-03-312026-05-06

IDEF BLACKROCK ETF TRUST235.2K sharesnew addition2026-03-312026-05-06

BLCR BLACKROCK ETF TRUST181.5K sharesnew addition2026-03-312026-05-06

GOVT ISHARES TR294.5K shares1433.67%2026-03-312026-05-06

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MBB ISHARES TR69.2K shares7.24%2026-03-312026-05-06

IAGG ISHARES TR111.4K shares12.60%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.5K shares3.46%2026-03-312026-05-06

ALPHABET INC ALPHABET INC10.8K shares-0.18%2026-03-312026-05-06

BINC BLACKROCK ETF TRUST II53.3K shares-23.41%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO8.8K shares0.37%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR25.7K shares-60.63%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC13.0K shares8.56%2026-03-312026-05-06

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SCHW SCHWAB CHARLES CORP21.7K shares7.51%2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC482 shares33.52%2026-03-312026-05-06

META META PLATFORMS INC3.5K shares5.96%2026-03-312026-05-06

MSFT MICROSOFT CORP4.9K shares18.88%2026-03-312026-05-06

AMZN AMAZON COM INC7.7K shares68.92%2026-03-312026-05-06

AMAT APPLIED MATLS INC4.7K shares-3.88%2026-03-312026-05-06

BROADCOM INC BROADCOM INC5.0K shares8.73%2026-03-312026-05-06

COP CONOCOPHILLIPS11.0K shares11.25%2026-03-312026-05-06

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WFC WELLS FARGO & CO17.7K shares-5.31%2026-03-312026-05-06

MCK MCKESSON CORP1.6K shares7.49%2026-03-312026-05-06

MUB ISHARES TR12.2K shares-0.96%2026-03-312026-05-06

AAPL APPLE INC5.0K shares1.74%2026-03-312026-05-06

BK BANK NEW YORK MELLON CORP10.4K shares-1.98%2026-03-312026-05-06

XOM EXXON MOBIL CORP7.2K shares9.39%2026-03-312026-05-06

ADI ANALOG DEVICES INC3.7K shares-8.51%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares10.33%2026-03-312026-05-06

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ESGU ISHARES TR7.8K shares-8.49%2026-03-312026-05-06

LCTU BLACKROCK ETF TRUST15.7K shares-11.10%2026-03-312026-05-06

NVS NOVARTIS AG7.1K shares-10.74%2026-03-312026-05-06

CMCSA COMCAST CORP NEW36.7K shares12.91%2026-03-312026-05-06

BDX BECTON DICKINSON & CO6.7K shares24.96%2026-03-312026-05-06

V VISA INC3.1K shares8.28%2026-03-312026-05-06

UNILEVER PLC UNILEVER PLC15.9K shares9.05%2026-03-312026-05-06

ALPHABET INC ALPHABET INC3.1K shares6.18%2026-03-312026-05-06

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MEDTRONIC PLC MEDTRONIC PLC9.8K shares10.99%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T1.2K shares20.96%2026-03-312026-05-06

DFAC DIMENSIONAL ETF TRUST20.0K shares-0.50%2026-03-312026-05-06

SNY SANOFI SA15.9K shares8.38%2026-03-312026-05-06

VTI VANGUARD INDEX FDS2.3K shares0.67%2026-03-312026-05-06

DSI ISHARES TR6.0K shares-7.92%2026-03-312026-05-06

OMC OMNICOM GROUP INC9.4K shares23.21%2026-03-312026-05-06

RTX RTX CORPORATION3.6K shares0.03%2026-03-312026-05-06

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SUSC ISHARES TR27.6K shares-0.03%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR1.1K shares0.00%2026-03-312026-05-06

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.6K sharesnew addition2026-03-312026-05-06

VB VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-05-06

AMRZ AMRIZE LTD10.8K sharesnew addition2026-03-312026-05-06

ELV ELEVANCE HEALTH INC FORMERLY2.0K shares24.52%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS936 shares0.00%2026-03-312026-05-06

USXF ISHARES TR9.7K shares0.20%2026-03-312026-05-06

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XLK SELECT SECTOR SPDR TR3.9K shares0.00%2026-03-312026-05-06

KMX CARMAX INC12.3K shares6.73%2026-03-312026-05-06

ORCL ORACLE CORP3.4K shares-18.11%2026-03-312026-05-06

TLT ISHARES TR5.6K shares-6.94%2026-03-312026-05-06

DFAX DIMENSIONAL ETF TRUST14.2K shares0.00%2026-03-312026-05-06

SYSB ISHARES TR5.4K sharesnew addition2026-03-312026-05-06

AON PLC AON PLC1.5K sharesnew addition2026-03-312026-05-06

ESGE ISHARES INC10.1K shares4.74%2026-03-312026-05-06

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.3K sharesnew addition2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares1.75%2026-03-312026-05-06

OEF ISHARES TR1.3K shares-97.39%2026-03-312026-05-06

RTO RENTOKIL INITIAL PLC12.4K shares-0.22%2026-03-312026-05-06

PEP PEPSICO INC2.4K shares9.01%2026-03-312026-05-06

IYW ISHARES TR1.9K shares-76.23%2026-03-312026-05-06

ENB ENBRIDGE INC6.5K shares-8.87%2026-03-312026-05-06

ALLE ALLEGION PLC2.4K shares0.17%2026-03-312026-05-06

Sponsored

CENCORA INC CENCORA INC1.1K shares1.98%2026-03-312026-05-06

EVUS ISHARES TR10.6K shares32.57%2026-03-312026-05-06

MTZ MASTEC INC1.0K shares3.20%2026-03-312026-05-06

NTRS NORTHERN TR CORP2.2K shares-8.61%2026-03-312026-05-06

APH AMPHENOL CORP2.5K shares-3.54%2026-03-312026-05-06

YUMC YUM CHINA HLDGS INC6.2K shares9.36%2026-03-312026-05-06

FANG DIAMONDBACK ENERGY INC1.5K shares5.96%2026-03-312026-05-06

DMXF ISHARES TR3.8K sharesnew addition2026-03-312026-05-06

Sponsored

GLW CORNING INC2.1K shares-34.60%2026-03-312026-05-06

EMXC ISHARES INC3.5K shares-29.05%2026-03-312026-05-06

WBD WARNER BROS DISCOVERY INC9.9K shares-19.63%2026-03-312026-05-06

QCOM QUALCOMM INC2.1K shares11.33%2026-03-312026-05-06

ARISTA NETWORKS INC ARISTA NETWORKS INC2.2K shares-4.08%2026-03-312026-05-06

EXPE EXPEDIA GROUP INC1.2K shares56.70%2026-03-312026-05-06

AMG AFFILIATED MANAGERS GROUP961 shares3.11%2026-03-312026-05-06

HWM HOWMET AEROSPACE INC1.2K sharesnew addition2026-03-312026-05-06

Sponsored

CITIGROUP INC CITIGROUP INC2.3K shares-4.50%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS5.7K shares0.00%2026-03-312026-05-06

WH WYNDHAM HOTELS & RESORTS INC3.2K shares21.22%2026-03-312026-05-06

EBAY EBAY INC.2.8K shares-67.01%2026-03-312026-05-06

IQV IQVIA HLDGS INC1.5K shares14.06%2026-03-312026-05-06

NI NISOURCE INC5.4K shares3.68%2026-03-312026-05-06

INGR INGREDION INC2.2K shares0.13%2026-03-312026-05-06

ESGD ISHARES TR2.6K shares-12.14%2026-03-312026-05-06

Sponsored

CRUS CIRRUS LOGIC INC1.7K sharesnew addition2026-03-312026-05-06

VRSN VERISIGN INC988 shares0.00%2026-03-312026-05-06

ICVT ISHARES TR2.4K shares-42.91%2026-03-312026-05-06

WMG WARNER MUSIC GROUP CORP9.5K shares0.47%2026-03-312026-05-06

EME EMCOR GROUP INC322 sharesnew addition2026-03-312026-05-06

HSY HERSHEY CO1.1K sharesnew addition2026-03-312026-05-06

DFCF DIMENSIONAL ETF TRUST5.4K shares1.27%2026-03-312026-05-06

CBOE CBOE GLOBAL MKTS INC786 sharesnew addition2026-03-312026-05-06

Sponsored

SNDA SONIDA SENIOR LIVING INC6.6K sharesnew addition2026-03-312026-05-06

FTCB FIRST TR EXCHANGE-TRADED FD10.0K sharesnew addition2026-03-312026-05-06

XLI SELECT SECTOR SPDR TR1.3K sharesnew addition2026-03-312026-05-06

MA MASTERCARD INCORPORATED412 shares-0.48%2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF5.3K shares0.00%2026-03-312026-05-06

WDC WESTERN DIGITAL CORP749 sharesnew addition2026-03-312026-05-06

SOFI SOFI TECHNOLOGIES INC10.2K shares2.32%2026-03-312026-05-06

IVV

ISHARES TR

38.79%

Shares55.6K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

21.73%

Shares122.9K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

8.95%

Shares201.7K

Event2026-03-31

Filed2026-05-06

IUSB

ISHARES TR

-1.13%

Shares492.6K

Event2026-03-31

Filed2026-05-06

DYNF

BLACKROCK ETF TRUST

-9.04%

Shares379.0K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

7.42%

Shares277.5K

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

-16.05%

Shares247.6K

Event2026-03-31

Filed2026-05-06

EFG

ISHARES TR

292.69%

Shares106.0K

Event2026-03-31

Filed2026-05-06

QUAL

ISHARES TR

-44.91%

Shares58.5K

Event2026-03-31

Filed2026-05-06

MTUM

ISHARES TR

52.26%

Shares43.4K

Event2026-03-31

Filed2026-05-06

BAI

BLACKROCK ETF TRUST

21.69%

Shares309.7K

Event2026-03-31

Filed2026-05-06

THRO

BLACKROCK ETF TRUST

9.02%

Shares278.4K

Event2026-03-31

Filed2026-05-06

TLH

ISHARES TR

4.08%

Shares89.8K

Event2026-03-31

Filed2026-05-06

IDEF

BLACKROCK ETF TRUST

New

Shares235.2K

Event2026-03-31

Filed2026-05-06

BLCR

BLACKROCK ETF TRUST

New

Shares181.5K

Event2026-03-31

Filed2026-05-06

GOVT

ISHARES TR

1433.67%

Shares294.5K

Event2026-03-31

Filed2026-05-06

MBB

ISHARES TR

7.24%

Shares69.2K

Event2026-03-31

Filed2026-05-06

IAGG

ISHARES TR

12.60%

Shares111.4K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

3.46%

Shares6.5K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-0.18%

Shares10.8K

Event2026-03-31

Filed2026-05-06

BINC

BLACKROCK ETF TRUST II

-23.41%

Shares53.3K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

0.37%

Shares8.8K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TR

-60.63%

Shares25.7K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

8.56%

Shares13.0K

Event2026-03-31

Filed2026-05-06

SCHW

SCHWAB CHARLES CORP

7.51%

Shares21.7K

Event2026-03-31

Filed2026-05-06

BKNG

BOOKING HOLDINGS INC

33.52%

Shares482

Event2026-03-31

Filed2026-05-06