The Analysis of Keystone Financial Services, LLC's Holdings
Currently, Keystone Financial Services, LLC holds 53 types of securities in its portfolio with a total value $142.9M. In the most recent quarter, they have increased their positions in PVAL (+8.9K shares, valued at $379.5K), PSFF (+9.4K shares, valued at $296.5K), FLQM (+5.1K shares, valued at $289.7K); decreased their positions in LW (-2.1K shares, valued at $121.4K), JHMM (-1.5K shares, valued at $98.1K), IVV (-141 shares, valued at $94.4K); initiated new positions in ETH (+6.8K shares, valued at $267.2K), GOOGL (+953 shares, valued at $231.6K), BTC (+4.1K shares, valued at $206.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOOG VANGUARD ADMIRAL FDS INC39.9K shares-0.13%2025-09-302025-10-28
PVAL PUTNAM ETF TRUST350.1K shares2.60%2025-09-302025-10-28 SPYM SPDR SERIES TRUST178.5K shares1.97%2025-09-302025-10-28 PSFF PACER FDS TR330.2K shares2.93%2025-09-302025-10-28 FLQM FRANKLIN TEMPLETON ETF TR136.7K shares3.90%2025-09-302025-10-28 JPSE J P MORGAN EXCHANGE TRADED F153.9K shares2.10%2025-09-302025-10-28 IVV ISHARES TR8.5K shares-1.64%2025-09-302025-10-28 CGCB CAPITAL GRP FIXED INCM ETF T170.5K shares5.08%2025-09-302025-10-28 VOE VANGUARD INDEX FDS25.7K shares1.60%2025-09-302025-10-28 KMID VIRTUS ETF TR II176.4K shares3.64%2025-09-302025-10-28 JPIE J P MORGAN EXCHANGE TRADED F91.0K shares4.24%2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR149.1K shares-2.04%2025-09-302025-10-28 JPST J P MORGAN EXCHANGE TRADED F72.8K shares4.61%2025-09-302025-10-28 QQQ INVESCO QQQ TR6.0K shares-0.72%2025-09-302025-10-28 CALF PACER FDS TR80.6K shares3.84%2025-09-302025-10-28 CGMS CAPITAL GRP FIXED INCM ETF T119.6K shares5.42%2025-09-302025-10-28 JHMM JOHN HANCOCK EXCHANGE TRADED42.1K shares-3.47%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares2.54%2025-09-302025-10-28 NVDA NVIDIA CORPORATION10.3K shares1.18%2025-09-302025-10-28 VOO VANGUARD INDEX FDS2.5K shares17.13%2025-09-302025-10-28 UNP UNION PAC CORP6.1K shares-1.60%2025-09-302025-10-28 AAPL APPLE INC5.6K shares0.12%2025-09-302025-10-28 SOFI SOFI TECHNOLOGIES INC51.3K shares-1.91%2025-09-302025-10-28 FRTY THE ALGER ETF TRUST58.2K shares2.82%2025-09-302025-10-28 FTCS FIRST TR EXCHANGE-TRADED FD12.6K shares-3.68%2025-09-302025-10-28 ILCB ISHARES TR11.2K shares-0.44%2025-09-302025-10-28 RDVY FIRST TR EXCHANGE TRADED FD14.7K shares-0.80%2025-09-302025-10-28 VBK VANGUARD INDEX FDS2.6K shares3.73%2025-09-302025-10-28 VO VANGUARD INDEX FDS2.6K shares0.43%2025-09-302025-10-28 SDVY FIRST TR EXCHANGE-TRADED FD19.6K shares2.25%2025-09-302025-10-28 CGGR CAPITAL GROUP GROWTH ETF16.2K shares1.12%2025-09-302025-10-28 TSLA TESLA INC1.6K shares0.00%2025-09-302025-10-28 IJH ISHARES TR10.7K shares0.02%2025-09-302025-10-28 AMZN AMAZON COM INC3.1K shares1.44%2025-09-302025-10-28 VOT VANGUARD INDEX FDS2.1K shares-2.43%2025-09-302025-10-28 XOM EXXON MOBIL CORP4.6K shares0.07%2025-09-302025-10-28 VB VANGUARD INDEX FDS2.0K shares0.20%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR687 shares0.15%2025-09-302025-10-28 NOBL PROSHARES TR3.9K shares0.67%2025-09-302025-10-28 MELI MERCADOLIBRE INC169 shares-0.59%2025-09-302025-10-28 HTAB HARTFORD FDS EXCHANGE TRADED20.1K shares7.65%2025-09-302025-10-28 REGL PROSHARES TR4.4K shares-4.65%2025-09-302025-10-28 LW LAMB WESTON HLDGS INC6.2K shares-25.10%2025-09-302025-10-28 SCHA SCHWAB STRATEGIC TR12.7K shares-1.97%2025-09-302025-10-28 MSFT MICROSOFT CORP680 shares1.64%2025-09-302025-10-28 SCHM SCHWAB STRATEGIC TR11.8K shares0.20%2025-09-302025-10-28 DIS DISNEY WALT CO2.5K shares-0.28%2025-09-302025-10-28 RECS COLUMBIA ETF TR I6.8K shares1.66%2025-09-302025-10-28 ETH GRAYSCALE ETHEREUM MINI TR E6.8K sharesnew addition2025-09-302025-10-28 META META PLATFORMS INC361 shares3.14%2025-09-302025-10-28 ONEV SPDR SERIES TRUST1.9K shares0.05%2025-09-302025-10-28 GOOGL ALPHABET INC953 sharesnew addition2025-09-302025-10-28 BTC GRAYSCALE BITCOIN MINI TR ET4.1K sharesnew addition2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available