Portfolio (Quarterly)
Guide ↗
Keystone Financial Group, Inc.
· CIK 0002053642| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | — | 3,366 | $255K | 0.13% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 687 | $155K | 0.08% | SOLD |
| 3 | PDEC | INNOVATOR ETFS TRUST | — | 1,826 | $78K | 0.04% | SOLD |
| 4 | RGTI | RIGETTI COMPUTING INC | Technology | 2,000 | $28K | 0.01% | SOLD |
| 5 | — | LIFE360 INC | — | 470 | $19K | 0.01% | SOLD |
| 6 | MOAT | VANECK ETF TRUST | — | 150 | $15K | 0.01% | SOLD |
| 7 | VTEB | VANGUARD MUN BD FDS | — | 271 | $14K | 0.01% | SOLD |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 173 | $7K | 0.00% | SOLD |
| 9 | FPX | FIRST TR EXCHANGE-TRADED FD | — | 23 | $4K | 0.00% | SOLD |
| 10 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 15 | $3K | 0.00% | SOLD |
| 11 | — | ACADIAN ASSET MANAGEMENT INC | — | 45 | $2K | 0.00% | SOLD |
| 12 | — | GAMESTOP CORP | — | 60 | $1K | 0.00% | SOLD |
| 13 | GE | GE AEROSPACE | Industrials | 4 | $1K | 0.00% | SOLD |
| 14 | LOGI | LOGITECH INTL S A | Technology | 5 | $456.0 | — | SOLD |
| 15 | SCHZ | SCHWAB STRATEGIC TR | — | 1 | $24.0 | — | SOLD |
| 16 | — | GAMESTOP CORP NEW | — | 6 | $23.0 | — | SOLD |
Sector Allocation
Financial Services
69.8%
Technology
11.5%
Healthcare
7.6%
Utilities
5.7%
Industrials
2.1%
Consumer Defensive
1.5%
Consumer Cyclical
0.6%
Energy
0.6%
Basic Materials
0.5%
Communication Services
0.1%