$281 Million is the total value of Keystone Financial Group's 220 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY | $5,121,000 | -1.6% | 17 | 0.0% | 1.82% | -22.5% | |
| BDX | BECTON DICKINSON | $1,043,000 | +10.8% | 4,175 | 0.0% | 0.37% | -12.7% | |
| BUD | ANHEUSER BUSCH | $899,000 | +27.5% | 10,710 | 0.0% | 0.32% | +0.3% | |
| IXUS | ISHARES COREmf closed and mf open | $570,000 | +10.5% | 9,824 | 0.0% | 0.20% | -12.9% | |
| TGE | TALLGRASS ENERGY | $278,000 | +3.3% | 11,070 | 0.0% | 0.10% | -18.9% | |
| XSOE | WISDOMTREE EMERGINGmf closed and mf open | $272,000 | +12.4% | 9,449 | 0.0% | 0.10% | -11.0% | |
| DNRCQ | DENBURY RESOURCE | $44,000 | +18.9% | 21,638 | 0.0% | 0.02% | -5.9% | |
| SINO | SINO GLOBAL | $12,000 | +9.1% | 13,900 | 0.0% | 0.00% | -20.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SP | 23 | Q3 2023 | 11.8% |
| APPLE INC | 23 | Q3 2023 | 7.5% |
| VICTORYSHARES U S | 23 | Q3 2023 | 3.0% |
| VANGUARD VALUE | 23 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 23 | Q3 2023 | 2.6% |
| VANGUARD SP | 23 | Q3 2023 | 2.4% |
| BERKSHIRE HATHAWAY | 23 | Q3 2023 | 2.1% |
| AMAZON COM | 23 | Q3 2023 | 2.0% |
| TESLA INC | 23 | Q3 2023 | 2.8% |
| JOHNSON JOHNSON | 23 | Q3 2023 | 1.4% |
View Keystone Financial Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Keystone Financial Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.