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

Currently, Keystone Financial Services, LLC holds 58 types of securities in its portfolio with a total value $148.7M. In the most recent quarter, they have increased their positions in PVAL (+15.9K shares, valued at $738.9K), PSFF (+22.9K shares, valued at $732.2K), GDLC (+20.9K shares, valued at $653.1K); decreased their positions in SPY (-197 shares, valued at $128.2K), RDVY (-881 shares, valued at $60.2K), CGGR (-1.5K shares, valued at $58.6K); initiated new positions in GDLC (+20.9K shares, valued at $653.1K), RWK (+1.6K shares, valued at $206.5K), N/A (+2.0K shares, valued at $201.9K).

1M P&L

+3.9M+2.64%

3M P&L

-84.1M-35.55%

HY P&L

-76.9M-33.52%

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/A131.3M

93.7%

2Semiconductors1.7M

1.2%

3Railroads1.4M

1.0%

Top Industries by Stock Count

1N/A38 stocks

76.0%

2Internet Retail2 stocks

4.0%

3Consumer Electronics1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PVAL PUTNAM ETF TRUST371.3K shares4.48%2026-03-312026-04-21

VOOG VANGUARD ADMIRAL FDS INC40.3K shares1.74%2026-03-312026-04-21

SPYM SPDR SERIES TRUST183.6K shares2.00%2026-03-312026-04-21

PSFF PACER FDS TR360.3K shares6.77%2026-03-312026-04-21

JPSE J P MORGAN EXCHANGE TRADED F161.3K shares3.02%2026-03-312026-04-21

FLQM FRANKLIN TEMPLETON ETF TR150.3K shares6.56%2026-03-312026-04-21

IVV ISHARES TR8.7K shares2.44%2026-03-312026-04-21

VOE VANGUARD INDEX FDS26.4K shares0.86%2026-03-312026-04-21

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CGCB CAPITAL GRP FIXED INCM ETF T176.7K shares1.18%2026-03-312026-04-21

KMID VIRTUS ETF TR II191.2K shares5.55%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR146.1K shares-1.03%2026-03-312026-04-21

JPIE J P MORGAN EXCHANGE TRADED F96.4K shares3.46%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F76.3K shares2.46%2026-03-312026-04-21

CALF PACER FDS TR83.4K shares1.40%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR6.2K shares2.45%2026-03-312026-04-21

CGMS CAPITAL GRP FIXED INCM ETF T124.9K shares1.73%2026-03-312026-04-21

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JHMM JOHN HANCOCK EXCHANGE TRADED42.3K shares0.34%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares-2.30%2026-03-312026-04-21

NVDA NVIDIA CORPORATION10.0K shares2.87%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-0.61%2026-03-312026-04-21

UNP UNION PAC CORP5.9K shares-3.19%2026-03-312026-04-21

AAPL APPLE INC5.6K shares-1.46%2026-03-312026-04-21

FRTY THE ALGER ETF TRUST60.3K shares2.56%2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD11.6K shares-0.71%2026-03-312026-04-21

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ILCB ISHARES TR11.1K shares-0.26%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD13.5K shares-6.13%2026-03-312026-04-21

SOFI SOFI TECHNOLOGIES INC52.2K shares1.16%2026-03-312026-04-21

VBK VANGUARD INDEX FDS2.6K shares-0.68%2026-03-312026-04-21

SDVY FIRST TR EXCHANGE TRADED FD20.2K shares1.72%2026-03-312026-04-21

XOM EXXON MOBIL CORP4.6K shares0.30%2026-03-312026-04-21

VO VANGUARD INDEX FDS2.5K shares-0.63%2026-03-312026-04-21

IJH ISHARES TR10.7K shares-0.32%2026-03-312026-04-21

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AMZN AMAZON COM INC3.4K shares8.31%2026-03-312026-04-21

GDLC GRAYSCALE COINDESK CRYPTO20.9K sharesnew addition2026-03-312026-04-21

TSLA TESLA INC1.7K shares5.80%2026-03-312026-04-21

CGGR CAPITAL GROUP GROWTH ETF15.1K shares-8.80%2026-03-312026-04-21

VB VANGUARD INDEX FDS2.0K shares-1.71%2026-03-312026-04-21

VOT VANGUARD INDEX FDS2.0K shares-3.34%2026-03-312026-04-21

ETH GRAYSCALE ETHEREUM STAKING24.6K shares108.93%2026-03-312026-04-21

HTAB HARTFORD FDS EXCHANGE TRADED22.3K shares7.06%2026-03-312026-04-21

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NOBL PROSHARES TR3.9K shares-1.05%2026-03-312026-04-21

REGL PROSHARES TR4.2K shares-8.04%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR11.8K shares-1.20%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR11.1K shares0.12%2026-03-312026-04-21

RECS COLUMBIA ETF TR I7.7K shares4.42%2026-03-312026-04-21

MELI MERCADOLIBRE INC171 shares1.18%2026-03-312026-04-21

MSFT MICROSOFT CORP753 shares9.77%2026-03-312026-04-21

ALPHABET INC ALPHABET INC954 shares1.06%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC897 shares0.11%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T377 shares-34.32%2026-03-312026-04-21

DIS DISNEY WALT CO2.4K shares-3.02%2026-03-312026-04-21

META META PLATFORMS INC404 shares3.06%2026-03-312026-04-21

ONEV SPDR SERIES TRUST1.7K shares-13.66%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW677 shares0.00%2026-03-312026-04-21

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET7.1K shares36.79%2026-03-312026-04-21

RWK INVESCO EXCH TRADED FD TR II1.6K sharesnew addition2026-03-312026-04-21

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-04-21

BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF16.8K sharesnew addition2026-03-312026-04-21

PVAL

PUTNAM ETF TRUST

4.48%

Shares371.3K

Event2026-03-31

Filed2026-04-21

VOOG

VANGUARD ADMIRAL FDS INC

1.74%

Shares40.3K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

2.00%

Shares183.6K

Event2026-03-31

Filed2026-04-21

PSFF

PACER FDS TR

6.77%

Shares360.3K

Event2026-03-31

Filed2026-04-21

JPSE

J P MORGAN EXCHANGE TRADED F

3.02%

Shares161.3K

Event2026-03-31

Filed2026-04-21

FLQM

FRANKLIN TEMPLETON ETF TR

6.56%

Shares150.3K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

2.44%

Shares8.7K

Event2026-03-31

Filed2026-04-21

VOE

VANGUARD INDEX FDS

0.86%

Shares26.4K

Event2026-03-31

Filed2026-04-21

CGCB

CAPITAL GRP FIXED INCM ETF T

1.18%

Shares176.7K

Event2026-03-31

Filed2026-04-21

KMID

VIRTUS ETF TR II

5.55%

Shares191.2K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-1.03%

Shares146.1K

Event2026-03-31

Filed2026-04-21

JPIE

J P MORGAN EXCHANGE TRADED F

3.46%

Shares96.4K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

2.46%

Shares76.3K

Event2026-03-31

Filed2026-04-21

CALF

PACER FDS TR

1.40%

Shares83.4K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

2.45%

Shares6.2K

Event2026-03-31

Filed2026-04-21

CGMS

CAPITAL GRP FIXED INCM ETF T

1.73%

Shares124.9K

Event2026-03-31

Filed2026-04-21

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.34%

Shares42.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-2.30%

Shares5.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

2.87%

Shares10.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.61%

Shares2.4K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

-3.19%

Shares5.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-1.46%

Shares5.6K

Event2026-03-31

Filed2026-04-21

FRTY

THE ALGER ETF TRUST

2.56%

Shares60.3K

Event2026-03-31

Filed2026-04-21

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.71%

Shares11.6K

Event2026-03-31

Filed2026-04-21

ILCB

ISHARES TR

-0.26%

Shares11.1K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

-6.13%

Shares13.5K

Event2026-03-31

Filed2026-04-21

SOFI

SOFI TECHNOLOGIES INC

1.16%

Shares52.2K

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

-0.68%

Shares2.6K

Event2026-03-31

Filed2026-04-21

SDVY

FIRST TR EXCHANGE TRADED FD

1.72%

Shares20.2K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.30%

Shares4.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.63%

Shares2.5K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

-0.32%

Shares10.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

8.31%

Shares3.4K

Event2026-03-31

Filed2026-04-21

GDLC

GRAYSCALE COINDESK CRYPTO

New

Shares20.9K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

5.80%

Shares1.7K

Event2026-03-31

Filed2026-04-21

CGGR

CAPITAL GROUP GROWTH ETF

-8.80%

Shares15.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-1.71%

Shares2.0K

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

-3.34%

Shares2.0K

Event2026-03-31

Filed2026-04-21

ETH

GRAYSCALE ETHEREUM STAKING

108.93%

Shares24.6K

Event2026-03-31

Filed2026-04-21

HTAB

HARTFORD FDS EXCHANGE TRADED

7.06%

Shares22.3K

Event2026-03-31

Filed2026-04-21

NOBL

PROSHARES TR

-1.05%

Shares3.9K

Event2026-03-31

Filed2026-04-21

REGL

PROSHARES TR

-8.04%

Shares4.2K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

-1.20%

Shares11.8K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

0.12%

Shares11.1K

Event2026-03-31

Filed2026-04-21

RECS

COLUMBIA ETF TR I

4.42%

Shares7.7K

Event2026-03-31

Filed2026-04-21

MELI

MERCADOLIBRE INC

1.18%

Shares171

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

9.77%

Shares753

Event2026-03-31

Filed2026-04-21

ALPHABET INC

1.06%

Shares954

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.11%

Shares897

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-34.32%

Shares377

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

-3.02%

Shares2.4K

Event2026-03-31

Filed2026-04-21