Portfolio (Quarterly)
Guide ↗
Keystone Financial Group, Inc.
· CIK 0002053642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | — | 3,157 | $249K | 0.13% | SOLD |
| 2 | BALT | INNOVATOR ETFS TRUST | — | 6,648 | $223K | 0.12% | SOLD |
| 3 | AVMA | AMERICAN CENTY ETF TR | — | 2,047 | $136K | 0.07% | SOLD |
| 4 | SHYM | BLACKROCK ETF TRUST II | — | 3,830 | $85K | 0.04% | SOLD |
| 5 | PNOV | INNOVATOR ETFS TRUST | — | 900 | $38K | 0.02% | SOLD |
| 6 | — | SYNOVUS FINL CORP | — | 530 | $27K | 0.01% | SOLD |
| 7 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 169 | $8K | 0.00% | SOLD |
| 8 | AOA | ISHARES TR | — | 16 | $1K | 0.00% | SOLD |
| 9 | NXPI | NXP SEMICONDUCTORS N V | Technology | — | $76.0 | — | SOLD |
Sector Allocation
Financial Services
70.4%
Technology
9.8%
Healthcare
7.5%
Utilities
5.8%
Industrials
3.0%
Consumer Defensive
1.5%
Energy
0.7%
Consumer Cyclical
0.6%
Basic Materials
0.5%
Communication Services
0.2%