Portfolio (Quarterly)
Guide ↗
Keystone Financial Services
· CIK 0001865158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SNY | SANOFI SA | Healthcare | 15,866 | $764K | 0.22% | SOLD |
| 2 | — | CENCORA INC | — | 1,082 | $340K | 0.10% | SOLD |
| 3 | ESGD | ISHARES TR | — | 2,620 | $251K | 0.07% | SOLD |
| 4 | ICVT | ISHARES TR | — | 2,383 | $243K | 0.07% | SOLD |
| 5 | HSY | HERSHEY CO | Consumer Defensive | 1,115 | $232K | 0.07% | SOLD |
| 6 | SNDA | SONIDA SENIOR LIVING INC | Healthcare | 6,648 | $214K | 0.06% | SOLD |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 5,284 | $203K | 0.06% | SOLD |
| 8 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 10,176 | $162K | 0.05% | SOLD |
Sector Allocation
Financial Services
26.6%
Technology
25.6%
Healthcare
10.1%
Consumer Cyclical
9.5%
Communication Services
8.9%
Industrials
8.7%
Energy
4.7%
Consumer Defensive
4.5%
Real Estate
0.8%
Utilities
0.5%