Keystone Financial Services, LLC Top Holdings and 13F Report (2025) About Keystone Financial Services, LLCInvestment ActivityKeystone Financial Services, LLC has $118.11 million in total holdings as of March 31, 2025.Keystone Financial Services, LLC owns shares of 47 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 11.37% of the portfolio was purchased this quarter.About 0.55% of the portfolio was sold this quarter.This quarter, Keystone Financial Services, LLC has purchased 44 new stocks and bought additional shares in 39 stocks.Keystone Financial Services, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 Growth ETF $13,101,676Putnam Focused Large Cap Value ETF $12,396,187SPDR Portfolio S&P 500 ETF $11,144,460Pacer Swan SOS Fund of Funds ETF $8,711,005Franklin U.S. Mid Cap Multifactor Index ETF $6,633,497 Largest New Holdings this Quarter 907818108 - Union Pacific $1,455,475 Holding58733R102 - MercadoLibre $284,827 Holding808524508 - Schwab U.S. Mid-Cap ETF $275,725 Holding808524607 - Schwab US Small-Cap ETF $269,291 Holding922908611 - Vanguard Small-Cap Value ETF $205,220 Holding Largest Purchases this Quarter Union Pacific 6,161 shares (about $1.46M)iShares Core S&P 500 ETF 2,090 shares (about $1.17M)Putnam Focused Large Cap Value ETF 21,604 shares (about $822.68K)JPMorgan Diversified Return U.S. Small Cap Equity ETF 18,552 shares (about $808.68K)Vanguard S&P 500 ETF 1,464 shares (about $752.19K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 419 shares (about $24.45K)First Trust NASDAQ Rising Dividend Achievers 37 shares (about $2.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeystone Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOGVanguard S&P 500 Growth ETF$13,101,676$525,806 ▲4.2%39,17011.1%ETFPVALPutnam Focused Large Cap Value ETF$12,396,187$822,681 ▲7.1%325,53010.5%ETFSPLGSPDR Portfolio S&P 500 ETF$11,144,460$430,793 ▲4.0%169,4729.4%ETFPSFFPacer Swan SOS Fund of Funds ETF$8,711,005$602,719 ▲7.4%305,1147.4%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$6,633,497$431,288 ▲7.0%125,1375.6%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$6,240,992$808,681 ▲14.9%143,1755.3%ETFIVViShares Core S&P 500 ETF$4,741,583$1,174,438 ▲32.9%8,4384.0%ETFSCHDSchwab US Dividend Equity ETF$4,462,761$233,746 ▲5.5%159,6123.8%ETFCAPITAL GRP FIXED INCM ETF T$4,017,898$174,920 ▲4.6%152,8883.4%CORE BOND ETFVOEVanguard Mid-Cap Value ETF$3,930,553$206,939 ▲5.6%24,4833.3%ETFVIRTUS ETF TR II$3,822,864$237,129 ▲6.6%161,1663.2%KAR MID-CAP ETFJPIEJPMorgan Income ETF$3,774,661$129,595 ▲3.6%81,9333.2%ETFJPSTJPMorgan Ultra-Short Income ETF$3,363,525$152,448 ▲4.7%66,4332.8%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$2,967,436$45,100 ▲1.5%108,6972.5%ETFQQQInvesco QQQ$2,793,805$144,426 ▲5.5%5,9582.4%FinanceCALFPacer US Small Cap Cash Cows ETF$2,736,970$166,237 ▲6.5%72,9862.3%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$2,570,404$495,928 ▲23.9%44,8592.2%ETFBRK.BBerkshire Hathaway$2,570,231$323,809 ▲14.4%4,8262.2%FinanceUNPUnion Pacific$1,455,475$1,455,475 ▲New Holding6,1611.2%TransportationAAPLApple$1,278,226$288,789 ▲29.2%5,7541.1%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$1,245,284$85,338 ▲7.4%13,8921.1%ETFNVDANVIDIA$1,129,834$306,383 ▲37.2%10,4251.0%Computer and TechnologyVOOVanguard S&P 500 ETF$1,066,110$752,186 ▲239.6%2,0750.9%ETFILCBiShares Morningstar U.S. Equity ETF$868,810$41,567 ▲5.0%11,2450.7%ETFFRTYAlger Mid Cap 40 ETF$864,530$236,528 ▲37.7%54,2890.7%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$863,070$2,166 ▼-0.3%14,7430.7%ManufacturingVOVanguard Mid-Cap ETF$703,586$315,980 ▲81.5%2,7210.6%ETFVBKVanguard Small-Cap Growth ETF$631,501$154,098 ▲32.3%2,5080.5%ETFIJHiShares Core S&P Mid-Cap ETF$623,236$24,449 ▼-3.8%10,6810.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$615,586$79,628 ▲14.9%18,3760.5%ETFAMZNAmazon.com$595,133$85,807 ▲16.8%3,1280.5%Retail/WholesaleSOFISoFi Technologies$580,360$372,695 ▲179.5%49,9020.5%FinanceVOTVanguard Mid-Cap Growth ETF$540,021$116,470 ▲27.5%2,2070.5%ETFNOBLProShares S&P 500 Aristocrats ETF$501,723$232,162 ▲86.1%4,9100.4%ETFLWLamb Weston$497,1290.0%9,3270.4%Consumer StaplesCGGRCapital Group Growth ETF$490,738$58,499 ▲13.5%14,3280.4%ETFVBVanguard Small-Cap ETF$487,552$188,901 ▲63.3%2,1990.4%ETFXOMExxon Mobil$479,860$5,233 ▲1.1%4,0350.4%EnergyTSLATesla$410,509$252,940 ▲160.5%1,5840.3%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$366,165$111,806 ▲44.0%6550.3%FinanceMELIMercadoLibre$284,827$284,827 ▲New Holding1460.2%Retail/WholesaleREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$283,118$52,429 ▲22.7%3,5100.2%ETFHTABHartford Schroders Tax-Aware Bond ETF$276,218$33,643 ▲13.9%14,4090.2%ETFSCHMSchwab U.S. Mid-Cap ETF$275,725$275,725 ▲New Holding10,5240.2%ETFSCHASchwab US Small-Cap ETF$269,291$269,291 ▲New Holding11,4930.2%ETFMSFTMicrosoft$239,219$59,335 ▲33.0%6370.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$205,220$205,220 ▲New Holding1,1020.2%ETFOSEAHarbor International Compounders ETF$0$402,846 ▼-100.0%00.0%ETFMRVLMarvell Technology$0$223,663 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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