Keystone Financial Group holdings history

Add to watchlist

509 is the total number of securities Keystone Financial Group has owned. The longest Keystone Financial Group has owned a single stock is 23 quarters.

Keystone Financial Group historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR SP2120.88%8.47%11.77%Q4 2017Q3 202323
AAPL APPLE INC2124.69%6.00%7.50%Q4 2017Q3 202323
CDC VICTORYSHARES U S2121.12%2.02%2.96%Q4 2017Q3 202323
VTV VANGUARD VALUE2121.34%1.90%2.80%Q4 2017Q3 202323
MSFT MICROSOFT CORP2120.35%1.84%2.57%Q4 2017Q3 202323
VOO VANGUARD SP2120.97%1.78%2.44%Q4 2017Q3 202323
BRKB BERKSHIRE HATHAWAY2121.03%1.47%2.13%Q4 2017Q3 202323
AMZN AMAZON COM2120.81%1.35%1.98%Q4 2017Q3 202323
TSLA TESLA INC2120.21%1.19%2.78%Q4 2017Q3 202323
JNJ JOHNSON JOHNSON2120.69%0.97%1.36%Q4 2017Q3 202323
TOTL SPDR DOUBLELINE2120.49%0.93%1.30%Q4 2017Q3 202323
EFAV ISHARES MSCI2120.09%0.87%6.55%Q4 2017Q3 202323
FB META PLATFORMS2120.35%0.80%1.46%Q4 2017Q3 202323
PG PROCTER GAMBLE2120.30%0.79%1.06%Q4 2017Q3 202323
XOM EXXON MOBIL2120.37%0.77%1.14%Q4 2017Q3 202323
T ATT INC2120.24%0.72%1.15%Q4 2017Q3 202323
GOOG ALPHABET INC2120.37%0.72%0.90%Q4 2017Q3 202323
IDV ISHARES INTL2120.04%0.66%2.25%Q4 2017Q3 202323
JPM JPMORGAN CHASE2120.40%0.58%0.91%Q4 2017Q3 202323
IP INTL PAPER2120.25%0.57%1.27%Q4 2017Q3 202323
AMD ADVANCED MICRO2120.11%0.56%1.20%Q4 2017Q3 202323
INTC INTEL CORP2120.08%0.52%1.29%Q4 2017Q3 202323
PEP PEPSICO INC2120.27%0.51%0.72%Q4 2017Q3 202323
HD HOME DEPOT2120.30%0.50%0.65%Q4 2017Q3 202323
VB VANGUARD SMALL2120.29%0.49%0.85%Q4 2017Q3 202323
BA BOEING COMPANY2120.26%0.49%0.67%Q4 2017Q3 202323
ABT ABBOTT LABORATORIES2120.29%0.46%0.64%Q4 2017Q3 202323
BND VANGUARD TOTAL2120.25%0.43%0.66%Q4 2017Q3 202323
DIS WALT DISNEY2120.16%0.41%0.64%Q4 2017Q3 202323
NVDA NVIDIA CORP2120.10%0.41%1.10%Q4 2017Q3 202323
VEA VANGUARD FTSE2120.14%0.38%1.45%Q4 2017Q3 202323
MCD MCDONALDS CORP2120.29%0.35%0.45%Q4 2017Q3 202323
PM PHILIP MORRIS2120.23%0.35%0.57%Q4 2017Q3 202323
UPS UNITED PARCEL2120.20%0.32%0.44%Q4 2017Q3 202323
NFLX NETFLIX INC2120.08%0.31%0.57%Q4 2017Q3 202323
VWO VANGUARD FSTE2120.09%0.30%0.84%Q4 2017Q3 202323
KO COCA COLA COMPANY2120.20%0.29%0.44%Q4 2017Q3 202323
NKE NIKE INC2120.16%0.27%0.38%Q4 2017Q3 202323
CVX CHEVRON CORP2120.14%0.27%0.47%Q4 2017Q3 202323
VZ VERIZON COMMUNICATIONS2120.12%0.26%0.46%Q4 2017Q3 202323
BDX BECTON DICKINSON2120.15%0.25%0.56%Q4 2017Q3 202323
NSC NORFOLK SOUTHERN2120.14%0.24%0.34%Q4 2017Q3 202323
BP BP PLC2120.05%0.24%0.60%Q4 2017Q3 202323
LMT LOCKHEED MARTIN2120.10%0.22%0.33%Q4 2017Q3 202323
PFE PFIZER INC2120.15%0.21%0.28%Q4 2017Q3 202323
LOW LOWES COMPANIES2120.14%0.20%0.26%Q4 2017Q3 202323
CMG CHIPOTLE MEXICAN2120.13%0.19%0.25%Q4 2017Q3 202323
XLK SECTOR TECHNOLOGY2120.10%0.19%0.27%Q4 2017Q3 202323
BAC BANK AMERICA2120.11%0.18%0.26%Q4 2017Q3 202323
SDOG ALPS SECTOR2120.06%0.17%0.48%Q4 2017Q3 202323
VNQ VANGUARD REIT2120.04%0.16%0.60%Q4 2017Q3 202323
XLP SECTOR CONSUMER2120.13%0.16%0.20%Q4 2017Q3 202323
MMM 3M COMPANY2120.10%0.15%0.23%Q4 2017Q3 202323
TEVA TEVA PHARMACEUTICAL2120.06%0.13%0.38%Q4 2017Q3 202323
DUK DUKE ENERGY2120.08%0.13%0.18%Q4 2017Q3 202323
MO ALTRIA GROUP2120.05%0.12%0.36%Q4 2017Q3 202323
UL UNILEVER PLC2120.05%0.10%0.20%Q4 2017Q3 202323
EPD ENTERPRISE PRODUCTS2120.05%0.10%0.23%Q4 2017Q3 202323
VNQI VANGUARD GLOBAL2120.04%0.10%0.17%Q4 2017Q3 202323
F FORD MOTOR2120.05%0.09%0.19%Q4 2017Q3 202323
VOD VODAFONE GROUP2120.02%0.09%0.32%Q4 2017Q3 202323
TRV TRAVELERS COS2120.05%0.09%0.19%Q4 2017Q3 202323
DNP DNP SELECT2120.05%0.08%0.12%Q4 2017Q3 202323
CFO VICTORYSHARES US2022.01%4.44%5.88%Q1 2018Q3 202322
ITOT ISHARES CORE2020.91%2.77%7.47%Q1 2018Q3 202322
USMV ISHARES MSCI2020.67%1.83%2.69%Q1 2018Q3 202322
VTI VANGUARD TOTAL2020.27%1.41%2.94%Q1 2018Q3 202322
ACWV ISHARES MSCI2020.06%1.30%6.72%Q1 2018Q3 202322
PFF ISHARES U S2020.20%0.85%1.95%Q1 2018Q3 202322
MDY SPDR SP2020.48%0.74%1.53%Q1 2018Q3 202322
FVC FIRST TRUST2020.09%0.68%1.78%Q1 2018Q3 202322
DIA SPDR DOW2020.36%0.67%1.07%Q1 2018Q3 202322
IVV ISHARES CORE2020.18%0.66%0.99%Q1 2018Q3 202322
IXUS ISHARES CORE2020.04%0.64%1.18%Q1 2018Q3 202322
IJR ISHARES CORE2020.37%0.58%1.04%Q1 2018Q3 202322
LRGF ISHARES U S2020.04%0.50%1.50%Q1 2018Q3 202322
IEMG ISHARES CORE2020.20%0.44%1.72%Q1 2018Q3 202322
XLF SECTOR FINANCIAL1820.15%0.40%0.59%Q4 2017Q3 202322
IJH ISHARES CORE2020.19%0.39%0.60%Q1 2018Q3 202322
FV FIRST TRUST2020.09%0.35%0.71%Q1 2018Q3 202322
ABBV ABBVIE INC1910.13%0.34%0.49%Q4 2017Q3 202322
XLE SECTOR ENERGY2020.11%0.32%0.53%Q1 2018Q3 202322
CFA VICTORYSHARES US2020.18%0.31%1.16%Q1 2018Q3 202322
CDL VICTORYSHARES US2020.08%0.31%0.83%Q1 2018Q3 202322
RODM LATTICE HARTFORD2020.04%0.23%0.64%Q1 2018Q3 202322
VEU VANGUARD FTSE2020.13%0.23%0.41%Q1 2018Q3 202322
SCHD SCHWAB US1120.04%0.22%1.15%Q4 2017Q3 202322
WMT WALMART INC2020.12%0.20%0.27%Q1 2018Q3 202322
IUSB ISHARES CORE2020.06%0.17%0.32%Q1 2018Q3 202322
STIP ISHARES 0-52110.06%0.14%0.33%Q4 2017Q2 202322
BTI BRITISH AMERN2020.08%0.12%0.20%Q1 2018Q3 202322
DE DEERE & COMPANY1120.06%0.09%0.18%Q4 2017Q3 202322
SCHF SCHWAB INTL1120.04%0.08%0.25%Q4 2017Q3 202322
RSP INVESCO SP1920.52%1.33%2.01%Q2 2018Q3 202321
QQQ INVESCO QQQ1920.26%0.57%0.96%Q2 2018Q3 202321
SPLV INVESCO EXCHANGE1920.06%0.54%1.55%Q2 2018Q3 202321
MTUM ISHARES MSCI1920.18%0.51%0.71%Q2 2018Q3 202321
PDP INVESCO DWA1920.04%0.51%2.04%Q2 2018Q3 202321
DGRO ISHARES CORE1920.35%0.46%0.60%Q2 2018Q3 202321
GOOGL ALPHABET INC1920.14%0.46%0.58%Q2 2018Q3 202321
SCHG SCHWAB US1920.09%0.29%0.50%Q2 2018Q3 202321
OLLI OLLIES BARGAIN2010.04%0.24%0.52%Q4 2017Q3 202321
VGT VANGUARD INFORMATION1720.15%0.17%0.21%Q4 2017Q3 202321
FDX FEDEX CORP1920.08%0.14%0.24%Q2 2018Q3 202321
PPL PPL CORP1920.05%0.09%0.13%Q2 2018Q3 202321
NWL NEWELL BRANDS1920.04%0.09%0.13%Q2 2018Q3 202321
FDN FIRST TRUST1920.04%0.08%0.13%Q2 2018Q3 202321
IBM INTL BUSINESS1720.04%0.08%0.14%Q4 2017Q3 202321
WEC WEC ENERGY1920.04%0.07%0.13%Q2 2018Q3 202321
BRKA BERKSHIRE HATHAWAY1821.23%1.53%2.35%Q3 2018Q3 202320
FTSM FIRST TRUST20200.05%1.35%9.24%Q4 2017Q3 202220
VIG VANGUARD DIVIDEND1820.30%0.57%0.75%Q3 2018Q3 202320
MRK MERCK COMPANY1820.31%0.46%0.61%Q3 2018Q3 202320
IXN ISHARES GLOBAL1820.28%0.46%0.71%Q3 2018Q3 202320
CSCO CISCO SYSTEMS1820.20%0.30%0.47%Q3 2018Q3 202320
IEFA ISHARES CORE1820.10%0.30%0.47%Q3 2018Q3 202320
DEO DIAGEO PLC1820.15%0.23%0.35%Q3 2018Q3 202320
XLV SECTOR HEALTHCARE1820.10%0.22%1.17%Q3 2018Q3 202320
BUD ANHEUSER BUSCH1820.07%0.17%0.35%Q3 2018Q3 202320
ET ENERGY TRANSFER1710.06%0.14%0.36%Q4 2017Q3 202320
KRE SPDR SP1820.08%0.13%0.23%Q3 2018Q3 202320
AB ALLIANCE BERNSTEIN20200.05%0.12%0.21%Q4 2017Q3 202220
AEP AMERICAN ELECTRIC1820.08%0.11%0.15%Q3 2018Q3 202320
BOTZ GLOBAL X1110.04%0.09%0.18%Q1 2018Q3 202320
NLY ANNALY CAPITAL19190.03%0.08%0.16%Q4 2017Q2 202219
XSOE WISDOMTREE EMERGING1720.04%0.07%0.11%Q4 2018Q3 202319
CVS CVS HEALTH1610.04%0.07%0.15%Q4 2017Q3 202319
FDL FIRST TRUST1220.05%0.60%1.50%Q1 2018Q3 202318
VUG VANGUARD GROWTH1620.11%0.40%0.67%Q1 2019Q3 202318
IVOO VANGUARD SP1620.08%0.36%0.46%Q1 2019Q3 202318
VYM VANGUARD HIGH1620.12%0.29%0.39%Q1 2019Q3 202318
VSDA VICTORYSHARES DIVIDEND1510.07%0.24%0.36%Q4 2017Q3 202318
ACWI ISHARES MSCI18180.10%0.18%0.35%Q1 2018Q2 202218
V VISA INC1620.14%0.16%0.21%Q1 2019Q3 202318
QCOM QUALCOMM INC1620.09%0.15%0.21%Q1 2019Q3 202318
ITW ILLINOIS TOOL1620.09%0.13%0.16%Q1 2019Q3 202318
D DOMINION ENERGY1620.07%0.11%0.18%Q1 2019Q3 202318
TWTR TWITTER INC18180.06%0.10%0.16%Q2 2018Q3 202218
ORCL ORACLE CORP1620.08%0.10%0.13%Q1 2019Q3 202318
GSK GSK PLC1440.07%0.10%0.13%Q4 2017Q2 202218
USB U S BANCORP DE1620.07%0.10%0.12%Q1 2019Q3 202318
TMO THERMO FISHER1620.06%0.09%0.14%Q1 2019Q3 202318
MA MASTERCARD INC1620.07%0.08%0.10%Q1 2019Q3 202318
NTR NUTRIEN LTD1080.04%0.08%0.17%Q1 2018Q4 202218
KR KROGER CO1620.05%0.08%0.12%Q1 2019Q3 202318
KMB KIMBERLY CLARK1620.05%0.08%0.12%Q1 2019Q3 202318
SO SOUTHERN COMPANY1620.06%0.07%0.09%Q1 2019Q3 202318
BK BANK NEW YORK910.04%0.07%0.12%Q3 2018Q3 202318
MDLZ MONDELEZ INTERNATIONAL1620.05%0.06%0.09%Q1 2019Q3 202318
VIOO VANGUARD SP1520.21%0.35%0.43%Q2 2019Q3 202317
FVD FIRST TRUST1520.07%0.32%0.63%Q2 2019Q3 202317
VO VANGUARD MID1520.07%0.32%0.53%Q2 2019Q3 202317
TJX TJX COS1220.04%0.18%0.29%Q4 2017Q3 202317
APAM ARTISAN PARTNERS1520.07%0.14%0.23%Q2 2019Q3 202317
ETV EATON VANCE17170.05%0.08%0.17%Q1 2018Q1 202217
LIN LINDE PLC17170.06%0.08%0.14%Q4 2018Q4 202217
WFC WELLS FARGO1120.06%0.08%0.10%Q1 2019Q3 202317
JNK SPDR BLOOMBERG1520.04%0.07%0.10%Q2 2019Q3 202317
O REALTY INCOME820.05%0.07%0.12%Q2 2018Q3 202317
VXF VANGUARD EXTENDED1120.05%0.06%0.08%Q1 2019Q3 202317
FTCS FIRST TRUST1420.40%2.36%4.12%Q3 2019Q3 202316
VTIP VANGUARD SHORT1310.05%0.40%1.19%Q4 2017Q3 202316
DVY ISHARES SELECT16160.06%0.21%0.47%Q4 2017Q3 202116
BABA ALIBABA GROUP16160.07%0.17%0.29%Q4 2017Q3 202116
UNH UNITEDHEALTH GROUP1220.09%0.14%0.19%Q2 2019Q3 202316
XLU SELECT UTILITIES920.05%0.08%0.10%Q4 2018Q3 202316
IVZ INVESCO LTD1420.03%0.04%0.06%Q3 2019Q3 202316
WFCPRL WELLS FARGO910.48%0.87%1.40%Q3 2018Q3 202315
QUAL ISHARES MSCI1320.25%0.68%0.99%Q4 2019Q3 202315
IUSG ISHARES SP1320.20%0.38%0.49%Q4 2019Q3 202315
CIZ VICTORYSHARES DEVELOPED1140.04%0.33%0.95%Q4 2017Q3 202115
GE GENERAL ELECTRIC15150.08%0.19%0.38%Q4 2017Q2 202115
EFA ISHARES MSCI870.04%0.15%0.37%Q1 2018Q2 202215
VCIT VANGUARD INTERMEDIATE1320.09%0.13%0.20%Q4 2019Q3 202315
VCSH VANGUARD SHORT15150.04%0.09%0.14%Q1 2018Q3 202115
GILD GILEAD SCIENCES1210.04%0.08%0.15%Q4 2017Q4 202115
VTHR VANGUARD RUSSELL1320.07%0.07%0.08%Q4 2019Q3 202315
VMBS VANGUARD MORTGAGE1320.04%0.07%0.10%Q4 2019Q3 202315
HDV ISHARES CORE14140.04%0.67%1.63%Q1 2018Q2 202114
STX SEAGATE TECHNOLOGY14140.25%0.29%0.40%Q4 2017Q1 202114
GOLD BARRICK GOLD1220.06%0.12%0.18%Q1 2020Q3 202314
SIZE ISHARES MSCI1110.07%0.10%0.11%Q4 2019Q3 202314
TSCO TRACTOR SUPPLY1220.07%0.09%0.11%Q1 2020Q3 202314
ENB ENBRIDGE INC820.04%0.07%0.12%Q1 2019Q3 202314
BX BLACKSTONE INC1110.05%0.06%0.08%Q4 2019Q3 202314
RQI COHEN STEERS1220.02%0.03%0.04%Q1 2020Q3 202314
SPYG SPDR PORTFOLIO1120.45%1.04%2.10%Q2 2020Q3 202313
NIE ALLIANZGI EQUITY13130.25%0.31%0.47%Q4 2017Q4 202013
FIXD FIRST TRUST1120.04%0.29%0.87%Q2 2020Q3 202313
FSK FS KKR1120.12%0.20%0.33%Q2 2020Q3 202313
ICSH ISHARES ULTRA1120.06%0.14%0.24%Q2 2020Q3 202313
BSV VANGUARD SHORT1120.08%0.14%0.18%Q2 2020Q3 202313
RH RH1120.06%0.12%0.18%Q2 2020Q3 202313
CIEN CIENA CORP13130.08%0.11%0.14%Q4 2017Q4 202013
ALL ALLSTATE CORP1120.08%0.09%0.12%Q2 2020Q3 202313
XLY CONSUMER DISCRETIONARY13130.03%0.09%0.12%Q1 2019Q1 202213
LLY ELI LILLY1120.05%0.09%0.23%Q2 2020Q3 202313
DAL DELTA AIRLINES610.04%0.08%0.22%Q4 2017Q2 202313
ADBE ADOBE SYSTEMS920.03%0.08%0.11%Q2 2018Q4 202113
MPC MARATHON PETROLEUM810.05%0.07%0.09%Q1 2019Q3 202313
VHT VANGUARD HEALTH1010.05%0.07%0.11%Q1 2018Q3 202313
VBR VANGUARD SMALL920.05%0.06%0.12%Q2 2018Q3 202313
WELL WELLTOWER INC720.04%0.06%0.10%Q1 2019Q3 202313
MBB ISHARES MBS1120.04%0.05%0.08%Q2 2020Q3 202313
IBB ISHARES NASDAQ1110.04%0.07%0.12%Q2 2019Q2 202212
NEE NEXTERA ENERGY1020.06%0.07%0.11%Q3 2020Q3 202312
BST BLACKROCK SCIENCE710.04%0.06%0.08%Q3 2018Q3 202312
GLD SPDR GOLD1020.04%0.06%0.08%Q3 2020Q3 202312
ARWR ARROWHEAD PHARMACEUTICAL910.04%0.06%0.08%Q4 2019Q3 202312
AMLP ALPS ALERIAN910.05%0.06%0.07%Q2 2020Q3 202312
XLI SECTOR INDUSTRIAL510.04%0.05%0.08%Q1 2019Q3 202312
INO INOVIO PHARMACEUTICALS1020.01%0.05%0.10%Q3 2020Q3 202312
SLV ISHARES SILVER1020.04%0.05%0.06%Q3 2020Q3 202312
MINT PIMCO EHNANCED1020.04%0.05%0.07%Q3 2020Q3 202312
VIGI VANGUARD INTERNATIONAL910.04%0.05%0.06%Q4 2019Q3 202312
HON HONEYWELL INTL1020.04%0.05%0.08%Q3 2020Q3 202312
SPYV SPDR PORTFOLIO920.13%0.41%1.67%Q4 2020Q3 202311
VOOG VANGUARD SP920.05%0.39%0.52%Q4 2020Q3 202311
BIL SPDR BLOOMBERG11110.08%0.23%0.56%Q2 2019Q4 202111
GBIL GOLDMAN SACHS11110.09%0.20%0.34%Q2 2019Q4 202111
DNMR DANIMER SCIENTIFIC920.02%0.13%0.53%Q4 2020Q3 202311
ALB ALBEMARLE CORP920.07%0.12%0.17%Q4 2020Q3 202311
ABNB AIRBNB INC920.09%0.11%0.15%Q4 2020Q3 202311
GS GOLDMAN SACHS1010.07%0.11%0.15%Q3 2020Q2 202311
ANTM ELEVANCE HEALTH920.06%0.10%0.14%Q4 2020Q3 202311
LNC LINCOLN NATL CORP IN920.05%0.07%0.10%Q4 2020Q3 202311
TPX TEMPUR SEALY610.04%0.06%0.13%Q1 2020Q3 202311
LQD ISHARES IBOXX910.04%0.06%0.14%Q1 2018Q2 202211
AVGO BROADCOM INC920.05%0.06%0.09%Q4 2020Q3 202311
LYG LLOYDS BANKING11110.01%0.02%0.04%Q4 2017Q2 202011
DNRCQ DENBURY RESOURCES11110.00%0.02%0.06%Q4 2017Q2 202011
RDVY FIRST TRUST820.28%1.20%1.54%Q1 2021Q3 202310
FSK FS KKR10100.36%0.85%1.21%Q4 2017Q1 202010
AMLP ALPS ALERIAN10100.06%0.41%0.92%Q4 2017Q1 202010
VOOV VANGUARD S&P820.13%0.33%0.46%Q1 2021Q3 202310
SPDW SPDR PORTFOLIO820.10%0.32%0.43%Q1 2021Q3 202310
SLYV SPDR SERIES820.05%0.28%1.13%Q1 2021Q3 202310
MDYV SPDR SERIES820.04%0.27%1.12%Q1 2021Q3 202310
NIE VIRTUS EQUITY820.15%0.19%0.23%Q1 2021Q3 202310
QQQN VICTORY VICTORYSHARES820.05%0.11%0.17%Q1 2021Q3 202310
HTA HEALTHCARE TRUST10100.07%0.09%0.14%Q4 2017Q1 202010
MGK VANGUARD MEGA820.04%0.09%0.11%Q1 2021Q3 202310
EFG ISHARES MSCI820.05%0.06%0.08%Q1 2021Q3 202310
SRVR PACER DATA820.05%0.06%0.07%Q1 2021Q3 202310
VOT VANGUARD MID820.04%0.06%0.08%Q1 2021Q3 202310
ECL ECOLAB INC520.04%0.06%0.07%Q2 2020Q3 202310
LRCX LAM RESEARCH CORPORATION820.05%0.05%0.06%Q1 2021Q3 202310
IHF ISHARES U S910.05%0.05%0.06%Q4 2019Q2 202210
NEAR ISHARES U S991.03%1.37%2.06%Q4 2017Q4 20199
CSF VICTORYSHARES US990.06%1.00%5.93%Q4 2017Q4 20199
IGSB ISHARES SHORT990.08%0.70%1.55%Q4 2017Q4 20199
FDT FIRST TRUST990.12%0.67%1.11%Q1 2018Q1 20209
INTF ISHARES EDGE990.06%0.39%0.71%Q2 2018Q2 20209
CID VICTORYSHARES INTL990.14%0.34%0.54%Q4 2017Q4 20199
RFDI FIRST TRUST990.08%0.22%0.41%Q1 2018Q1 20209
RDSA ROYAL DUTCH990.06%0.22%0.34%Q3 2018Q3 20209
DON WISDOMTREE U S990.16%0.20%0.36%Q4 2017Q4 20199
PLTR PALANTIR TECHNOLOGIES720.05%0.14%0.39%Q2 2021Q3 20239
FE FIRSTENERGY CORP990.06%0.11%0.16%Q4 2017Q4 20199
ETB EATON VANCE990.05%0.09%0.17%Q1 2018Q1 20209
AIRG AIRGAIN INC720.04%0.07%0.10%Q2 2021Q3 20239
XLC SELECT SECTOR990.06%0.07%0.09%Q4 2019Q4 20219
SLB SCHLUMBERGER LTD420.04%0.06%0.07%Q2 2019Q3 20239
TGT TARGET CORP720.04%0.05%0.06%Q2 2021Q3 20239
FRO FRONTLINE LTD990.03%0.04%0.07%Q2 2020Q2 20229
MS MORGAN STANLEY720.04%0.04%0.05%Q2 2021Q3 20239
ORCC OWL ROCK720.03%0.03%0.04%Q2 2021Q3 20239
SRNE SORRENTO THERAPEUTICS990.00%0.02%0.03%Q4 2020Q4 20229
CSB VICTORYSHARES US880.21%0.29%0.41%Q1 2018Q4 20198
FEM FIRST TRUST880.07%0.23%0.34%Q1 2018Q4 20198
TIP ISHARES TIPS620.12%0.22%0.30%Q3 2021Q3 20238
STX SEAGATE TECHNOLOGY320.15%0.21%0.30%Q2 2021Q3 20238
SLY SPDR SERIES880.18%0.19%0.21%Q1 2021Q4 20228
FEP FIRST TRUST880.07%0.15%0.23%Q1 2018Q4 20198
PTON PELOTON INTERACTIVE880.04%0.14%0.25%Q2 2020Q1 20228
DKNG DRAFTKINGS INC880.05%0.13%0.24%Q2 2020Q1 20228
DBEF X TRACKERS440.06%0.12%0.32%Q4 2017Q4 20198
QYLD GLOBAL X620.05%0.09%0.12%Q3 2021Q3 20238
SOXX ISHARES SEMICONDUCTOR620.04%0.09%0.12%Q3 2021Q3 20238
TGE TALLGRASS ENERGY880.06%0.09%0.14%Q2 2018Q1 20208
VAR VARIAN MEDICAL440.06%0.07%0.09%Q1 2019Q1 20218
DTE DTE ENERGY440.04%0.07%0.09%Q1 2019Q1 20218
XLRE SELECT SECTOR410.04%0.06%0.08%Q1 2019Q2 20238
AMT AMERICAN TOWER620.04%0.05%0.06%Q2 2020Q2 20228
VTEB VANGUARD MUNICIPAL510.04%0.04%0.05%Q3 2020Q3 20238
BMY BRISTOL MYERS510.03%0.04%0.06%Q4 2019Q2 20238
IBCP INDEPENDENT BANK620.04%0.04%0.06%Q3 2021Q3 20238
MLPA GLOBAL X620.03%0.04%0.04%Q3 2021Q3 20238
CBLAQ CBL & ASSOCIATES880.01%0.03%0.06%Q4 2017Q3 20198
AGG ISHARES CORE410.04%1.07%6.04%Q4 2017Q3 20237
SPIP SPDR TIPS520.13%0.30%0.42%Q4 2021Q3 20237
FTGC FIRST TRUST770.05%0.20%0.52%Q2 2021Q4 20227
FPE FIRST TRUST510.04%0.18%0.38%Q1 2018Q3 20227
CEY VICTORY EMERGING770.09%0.18%0.24%Q3 2018Q1 20207
MLN VANECK LONG520.04%0.16%0.23%Q4 2021Q3 20237
HYMB SPDR NUVEEN520.04%0.16%0.22%Q4 2021Q3 20237
XMPT VANECK CEF520.04%0.14%0.21%Q4 2021Q3 20237
DWAS INVESCO DWA770.08%0.14%0.18%Q4 2020Q2 20227
GOVT ISHARES U S770.05%0.13%0.19%Q2 2020Q4 20217
IYG ISHARES U S770.10%0.12%0.14%Q2 2018Q4 20197
IJT ISHARES S&P610.04%0.11%0.16%Q3 2018Q2 20217
EFIV SPDR SERIES770.10%0.11%0.11%Q1 2021Q3 20227
GENERAL ELECTRIC320.08%0.10%0.12%Q3 2021Q3 20237
MDYG SPDR SERIES770.08%0.10%0.12%Q2 2018Q4 20197
QEFA SPDR INDEX520.07%0.10%0.13%Q4 2021Q3 20237
SPHQ INVESCO EXCHANGE520.06%0.09%0.10%Q4 2021Q3 20237
VFH VANGUARD FINANCIALS520.04%0.08%0.16%Q4 2017Q4 20227
MGV VANGUARD MEGA520.06%0.08%0.09%Q4 2021Q3 20237
CRM SALESFORCE INC410.04%0.07%0.09%Q3 2021Q3 20237
TIPX SPDR BLOOMBERG520.04%0.06%0.08%Q4 2021Q3 20237
AMGN AMGEN INC520.05%0.06%0.07%Q4 2021Q3 20237
XES SPDR SERIES520.03%0.06%0.07%Q4 2021Q3 20237
FYX FIRST TRUST520.04%0.05%0.07%Q4 2021Q3 20237
VV VANGUARD LARGE520.05%0.05%0.05%Q4 2021Q3 20237
NOBL PROSHARES TRUST520.04%0.05%0.05%Q4 2021Q3 20237
GSLC GOLDMAN SACHS520.04%0.04%0.04%Q1 2021Q3 20237
DDD 3D SYSTEMS770.01%0.04%0.07%Q1 2020Q3 20217
VTA INVESCO DYNAMIC770.02%0.03%0.03%Q4 2019Q2 20217
APPH APPHARVEST INC610.00%0.02%0.03%Q3 2021Q2 20237
CANG CANGO INC770.00%0.01%0.01%Q2 2021Q4 20227
LMBS FIRST TRUST420.94%1.03%1.08%Q1 2022Q3 20236
SWAN AMPLIFY BLACKSWAN660.05%0.92%1.18%Q4 2020Q1 20226
WORK SLACK TECHNOLOGIES660.04%0.07%0.10%Q1 2020Q2 20216
TRP TC ENERGY660.05%0.07%0.08%Q2 2019Q3 20206
ESCR X TRACKERS410.04%0.07%0.12%Q1 2018Q4 20206
PFFD GLOBAL X420.04%0.05%0.06%Q1 2022Q3 20236
PDN INVESCO EXCHANGE510.04%0.05%0.06%Q4 2021Q2 20236
IFN INDIA FUND420.03%0.05%0.06%Q1 2022Q3 20236
BLK BLACKROCK INC510.04%0.04%0.05%Q4 2020Q4 20226
APD AIR PRODUCTS420.04%0.04%0.05%Q1 2022Q3 20236
SPEU SPDR PORT420.04%0.04%0.04%Q1 2022Q3 20236
JGH NUVEEN GLOBAL420.02%0.03%0.03%Q1 2022Q3 20236
LPTX LEAP THERAPEUTICS660.00%0.01%0.01%Q3 2021Q4 20226
SNDL SUNDIAL GROWERS660.00%0.00%0.00%Q1 2021Q2 20226
ISTB ISHARES CORE550.70%0.78%0.92%Q4 2020Q4 20215
JNK SPDR BLOOMBERG550.11%0.22%0.49%Q1 2018Q1 20195
NOV NATIONAL OILWELL410.06%0.14%0.17%Q4 2017Q4 20195
EXC EXELON CORP550.09%0.12%0.14%Q4 2017Q4 20185
IBUY AMPLIFY ONLINE550.06%0.09%0.12%Q4 2020Q4 20215
VFVA VANGUARD US320.06%0.09%0.11%Q2 2022Q3 20235
MDT MEDTRONIC PLC550.08%0.08%0.09%Q1 2019Q1 20205
SJM SMUCKER JM210.04%0.08%0.14%Q4 2017Q2 20235
PTBD PACER TRENDPILOT550.04%0.06%0.09%Q2 2021Q2 20225
COIN COINBASE GLOBAL210.04%0.05%0.06%Q4 2021Q3 20235
PYPL PAYPAL HOLDINGS550.05%0.05%0.06%Q4 2020Q4 20215
LUV SOUTHWEST AIRLINES550.05%0.05%0.06%Q3 2020Q3 20215
ARKK ARK INNOVATION550.04%0.05%0.06%Q4 2020Q4 20215
DFS DISCOVER FINANCIAL410.04%0.05%0.06%Q4 2020Q2 20235
DRAFTKINGS INC320.03%0.05%0.06%Q2 2022Q3 20235
TFC TRUIST FINANCIAL410.03%0.04%0.06%Q4 2019Q2 20225
SLYG SPDR SERIES550.04%0.04%0.04%Q1 2021Q1 20225
WARNER BROS320.02%0.03%0.05%Q2 2022Q3 20235
ACB AURORA CANNABIS550.01%0.03%0.05%Q1 2019Q1 20205
BGB BLACKSTONE STRATEGIC320.02%0.03%0.03%Q2 2022Q3 20235
EDIT EDITAS MEDICINE320.02%0.03%0.04%Q2 2022Q3 20235
WISDOMTREE FLOATING221.38%2.19%3.03%Q3 2022Q3 20234
CORPORATE CAPITAL440.36%0.87%1.18%Q4 2017Q3 20184
SCZ ISHARES MSCI440.13%0.51%1.41%Q4 2017Q3 20184
SCHP SCHWAB US440.36%0.47%0.68%Q1 2021Q4 20214
PX PRAXAIR INC440.14%0.17%0.20%Q4 2017Q3 20184
SCG SCANA CORP440.11%0.14%0.16%Q1 2018Q4 20184
SHY ISHARES 1-3YR440.08%0.10%0.14%Q1 2020Q4 20204
FISV FISERV INC440.09%0.09%0.10%Q1 2019Q4 20194
SWKS SKYWORKS SOLUTIONS440.07%0.09%0.10%Q1 2019Q4 20194
AXP AMERICAN EXPRESS440.07%0.08%0.08%Q1 2019Q4 20194
EFT EATON VANCE440.05%0.07%0.10%Q2 2018Q1 20194
UTX UNITED TECHNOLOGIES440.07%0.07%0.07%Q1 2019Q4 20194
PRU PRUDENTIAL FINANCIAL440.06%0.07%0.08%Q1 2019Q4 20194
VONE VANGUARD RUSSELL220.04%0.07%0.09%Q3 2022Q3 20234
BAX BAXTER INTL310.06%0.07%0.07%Q1 2019Q2 20204
GSK PLC220.06%0.06%0.07%Q3 2022Q3 20234
VONG VANGUARD RUSSELL220.06%0.06%0.06%Q3 2022Q3 20234
FSKR FS KKR440.05%0.06%0.08%Q2 2020Q1 20214
FHLC FIDELITY MSCI310.05%0.06%0.06%Q4 2019Q1 20214
SDY SPDR SERIES210.04%0.05%0.07%Q1 2019Q4 20224
FPXI FIRST TRUST440.04%0.04%0.05%Q1 2021Q4 20214
MDIV FIRST TRUST220.04%0.04%0.05%Q3 2022Q3 20234
CAT CATERPILLAR INC110.04%0.04%0.04%Q1 2021Q3 20234
SCHC SCHWAB INTL440.03%0.04%0.04%Q1 2021Q4 20214
VTWO VANGUARD RUSSELL440.04%0.04%0.04%Q1 2021Q4 20214
SRLN SPDR BLACKSTONE220.03%0.04%0.04%Q2 2022Q3 20234
KLAC KLA CORP220.04%0.04%0.04%Q4 2021Q3 20234
HALEON PLC220.03%0.03%0.04%Q3 2022Q3 20234
GSKY GREENSKY INC440.02%0.03%0.03%Q3 2020Q2 20214
SOFI SOFI TECHNOLOGIES310.02%0.02%0.03%Q2 2022Q2 20234
CGC CANOPY GROWTH220.00%0.02%0.05%Q1 2021Q3 20234
BGR BLACKROCK ENERGY440.02%0.02%0.02%Q1 2021Q4 20214
AREC AMERICAN RES440.00%0.00%0.01%Q4 2021Q3 20224
SPLG SPDR PORTFOLIO210.67%2.48%5.73%Q3 2022Q3 20233
SPHD INVESCO S&P211.14%1.18%1.21%Q4 2022Q3 20233
SPMB SPDR MORTGAGE210.04%0.31%0.56%Q4 2017Q3 20233
ETG EATON VANCE210.09%0.29%0.68%Q4 2017Q3 20183
SH PROSHARES SHORT330.13%0.29%0.44%Q1 2020Q3 20203
ESGE ISHARES ESG330.23%0.25%0.27%Q1 2021Q3 20213
IAU ISHARES GOLD330.08%0.19%0.37%Q2 2021Q4 20213
APU AMERIGAS PARTNERS330.11%0.13%0.16%Q4 2017Q2 20183
BILS SPDR BLOOMBERG210.10%0.11%0.14%Q4 2022Q3 20233
ETP ENERGY TRANSFER330.10%0.11%0.12%Q1 2018Q3 20183
IWM ISHARES RUSSELL210.04%0.11%0.22%Q4 2017Q1 20223
VFMV VANGUARD US210.07%0.09%0.10%Q4 2022Q3 20233
HTRB HARTFORD TOTAL330.06%0.08%0.11%Q2 2020Q4 20203
EMD WESTERN ASSET210.06%0.08%0.12%Q4 2017Q3 20183
WMS ADVANCED DRAIN210.04%0.07%0.12%Q2 2022Q2 20233
TLT ISHARES 20plus330.05%0.06%0.07%Q2 2020Q4 20203
FXZ FIRST TRUST330.05%0.05%0.06%Q4 2021Q2 20223
ILMN ILLUMINA INC210.04%0.05%0.06%Q3 2022Q2 20233
CCL CARNIVAL CORP210.04%0.05%0.05%Q3 2020Q3 20213
ARKG ARK GENOMIC330.04%0.05%0.05%Q4 2020Q2 20213
CMCSA COMCAST CORP330.04%0.04%0.04%Q4 2020Q2 20213
EMLP FIRST TRUST210.04%0.04%0.04%Q4 2022Q3 20233
SBIO ALPS MEDICAL330.04%0.04%0.04%Q4 2020Q2 20213
YUM YUM BRANDS INC210.04%0.04%0.04%Q4 2022Q3 20233
AINV APOLLO INVESTMENT330.04%0.04%0.04%Q4 2017Q2 20183
MLPA GLOBAL X330.03%0.04%0.04%Q3 2019Q1 20203
VAW VANGUARD MATERIALS330.03%0.04%0.04%Q2 2021Q4 20213
ABC CENCORA INC210.03%0.04%0.04%Q1 2022Q3 20233
INAPQ INTERNAP CORP330.01%0.02%0.02%Q2 2019Q4 20193
AMC AMC ENTERTAINMENT330.01%0.01%0.02%Q2 2020Q4 20203
XXII 22ND CENTURY330.01%0.01%0.02%Q3 2019Q1 20203
LUMN LUMEN TECHNOLOGIES210.00%0.01%0.02%Q3 2022Q2 20233
SINO SINO GLOBAL330.00%0.01%0.01%Q3 2018Q1 20193
SPLV POWERSHARES S&P221.55%2.34%3.12%Q4 2017Q1 20182
PDP POWERSHARES DWA221.75%1.96%2.17%Q4 2017Q1 20182
LDSF FIRST TRUST220.70%1.06%1.42%Q3 2019Q4 20192
JQUA JPMORGAN US220.26%0.88%1.50%Q2 2023Q3 20232
IAU ISHARES GOLD220.50%0.60%0.70%Q4 2020Q1 20212
QQQ POWERSHARES QQQ220.32%0.33%0.35%Q4 2017Q1 20182
SPTL SPDR PORTFOLIO220.10%0.28%0.47%Q2 2023Q3 20232
GRID FIRST TRUST220.06%0.19%0.32%Q2 2023Q3 20232
HYG ISHARES IBOXX220.11%0.19%0.26%Q4 2017Q1 20182
OLN OLIN CORP220.12%0.15%0.18%Q4 2017Q1 20182
SPSM SPDR PORTFOLIO220.06%0.12%0.17%Q2 2023Q3 20232
TRP TRANSCANADA CORP110.08%0.09%0.09%Q3 2018Q1 20192
QS QUANTUMSCAPE CORP220.05%0.07%0.09%Q4 2020Q1 20212
LINDE PLC220.07%0.07%0.07%Q2 2023Q3 20232
RLY SPDR SSGA220.06%0.06%0.06%Q2 2023Q3 20232
IHI ISHARES U S220.06%0.06%0.06%Q4 2020Q1 20212
HNDL STRATEGY NASDAQ220.05%0.06%0.06%Q2 2023Q3 20232
HSY HERSHEY COMPANY220.05%0.05%0.05%Q3 2022Q4 20222
XNTK SPDR SERIES220.04%0.05%0.05%Q2 2023Q3 20232
IVW ISHARES S&P220.04%0.04%0.05%Q1 2022Q2 20222
BLV VANGUARD LONG220.04%0.04%0.05%Q2 2023Q3 20232
IWR ISHARES RUSSELL220.04%0.04%0.04%Q3 2021Q4 20212
DD DUPONT DE220.04%0.04%0.04%Q1 2021Q2 20212
MU MICRON TECHNOLOGY INC220.04%0.04%0.04%Q2 2023Q3 20232
EMR EMERSON ELECTRIC110.04%0.04%0.04%Q4 2022Q3 20232
C CITIGROUP INC110.04%0.04%0.04%Q4 2022Q2 20232
FLTR VANECK IG110.04%0.04%0.04%Q4 2022Q2 20232
AIG AMERICAN INTL220.03%0.04%0.04%Q4 2021Q1 20222
PANW PALO ALTO220.04%0.04%0.04%Q2 2023Q3 20232
GNR SPDR S&P220.04%0.04%0.04%Q2 2023Q3 20232
HPI JOHN HANCOCK220.03%0.03%0.03%Q2 2023Q3 20232
PBR PETROLEO BRASILEIRO110.02%0.03%0.03%Q4 2022Q2 20232
FET FORUM ENERGY220.02%0.02%0.03%Q1 2019Q2 20192
WIN WINDSTREAM HOLDINGS220.02%0.02%0.02%Q4 2017Q1 20182
IONQ INC220.01%0.01%0.02%Q3 2022Q4 20222
IBIO IBIO INC220.00%0.01%0.01%Q3 2020Q4 20202
FLGC FLORA GROWTH110.00%0.00%0.00%Q4 2021Q2 20222
RTM RYDEX GUGGENHEIM112.51%2.51%2.51%Q4 2017Q4 20171
RSP RYDEX GUGGENHEIM111.91%1.91%1.91%Q1 2018Q1 20181
IXC ISHARES GLOBAL111.00%1.00%1.00%Q4 2017Q4 20171
RWO SPDR DOW110.82%0.82%0.82%Q4 2017Q4 20171
PDBC INVESCO OPTIMUM110.47%0.47%0.47%Q3 2022Q3 20221
SPMD SPDR PORTFOLIO110.35%0.35%0.35%Q3 2023Q3 20231
MLPX GLOBAL X110.27%0.27%0.27%Q4 2017Q4 20171
IVE ISHARES S&P110.26%0.26%0.26%Q4 2017Q4 20171
FMB FIRST TRUST110.22%0.22%0.22%Q3 2023Q3 20231
BCSPRDCL BARCLAYS BANK110.15%0.15%0.15%Q3 2018Q3 20181
FRI FIRST TRUST110.14%0.14%0.14%Q1 2018Q1 20181
EMB ISHARES JPMORGAN110.13%0.13%0.13%Q4 2017Q4 20171
COP CONOCOPHILLIPS110.12%0.12%0.12%Q2 2018Q2 20181
SHM SPDR NUVEEN110.08%0.08%0.08%Q3 2023Q3 20231
ALGN ALIGN TECHNOLOGY110.08%0.08%0.08%Q4 2019Q4 20191
VT VANGUARD TOTAL110.07%0.07%0.07%Q3 2019Q3 20191
SPBO SPDR CORP110.07%0.07%0.07%Q3 2023Q3 20231
VGSH VANGUARD SHORT110.06%0.06%0.06%Q3 2019Q3 20191
BGY BLACKROCK ENHANCED110.06%0.06%0.06%Q4 2017Q4 20171
PSX PHILLIPS 66110.06%0.06%0.06%Q4 2019Q4 20191
CHTR CHARTER COMMUNICATIONS110.06%0.06%0.06%Q3 2020Q3 20201
AZN ASTRAZENECA PLC110.06%0.06%0.06%Q3 2020Q3 20201
FIS FIDELITY NATIONAL110.05%0.05%0.05%Q3 2023Q3 20231
NXPI NXP SEMICONDUCTORS110.05%0.05%0.05%Q4 2019Q4 20191
SQ SQUARE INC110.05%0.05%0.05%Q3 2021Q3 20211
LNG CHENIERE ENERGY110.05%0.05%0.05%Q2 2023Q2 20231
BOE BLACKROCK ENHANCED110.05%0.05%0.05%Q1 2018Q1 20181
SPTS SPDR PORTFOLIO110.04%0.04%0.04%Q2 2023Q2 20231
WM WASTE MANAGEMENT110.04%0.04%0.04%Q3 2023Q3 20231
ZM ZOOM VIDEO110.04%0.04%0.04%Q2 2021Q2 20211
VXUS VANGUARD TOTAL110.04%0.04%0.04%Q3 2023Q3 20231
NIO NIO INC110.04%0.04%0.04%Q2 2021Q2 20211
PLUG PLUG POWER110.04%0.04%0.04%Q4 2020Q4 20201
NOC NORTHROP GRUMMAN110.04%0.04%0.04%Q2 2022Q2 20221
SPTM SPDR PORTFOLIO110.04%0.04%0.04%Q3 2023Q3 20231
CIBR FIRST TRUST110.04%0.04%0.04%Q2 2021Q2 20211
HEES H&E EQUIPMENT110.04%0.04%0.04%Q1 2021Q1 20211
GLW CORNING INC110.04%0.04%0.04%Q1 2021Q1 20211
VSMV VICTORYSHARES U S110.04%0.04%0.04%Q1 2022Q1 20221
MUB ISHARES NATIONAL110.04%0.04%0.04%Q3 2021Q3 20211
IVOV VANGUARD S&P110.04%0.04%0.04%Q2 2023Q2 20231
KENVUE INC110.04%0.04%0.04%Q3 2023Q3 20231
Z ZILLOW GROUP110.03%0.03%0.03%Q4 2021Q4 20211
SHELL PLC110.03%0.03%0.03%Q3 2023Q3 20231
SCCO SOUTHERN COPPER110.03%0.03%0.03%Q1 2022Q1 20221
CCI CROWN CASTLE110.03%0.03%0.03%Q4 2021Q4 20211
KKR KKR & CO110.03%0.03%0.03%Q4 2021Q4 20211
HUM HUMANA INC110.03%0.03%0.03%Q3 2023Q3 20231
IOVA IOVANCE BIOTHERAPEUTICS110.01%0.01%0.01%Q3 2023Q3 20231
RCS PIMCO STRATEGIC110.01%0.01%0.01%Q2 2023Q2 20231
PSTX POSEIDA THERAPEUTICS110.01%0.01%0.01%Q3 2023Q3 20231
 Download

The securities at the top of the list , including SPDR SP, APPLE INC, and VICTORYSHARES U S, are the highest-conviction holdings of Keystone Financial Group.

The conviction is calculated by counting the number of quarters a security has been reported by Keystone Financial Group. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Keystone Financial Group owns currently or has owned in the past.