Top 50 Keystone Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.02% | 341.1K | $87.9M | -0.15%(-512) | $134.84(+121.15%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | 5.38% | 115.9K | $78.6M | -1.44%(-1.70K) | $390.12(+91.78%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.74% | 714.1K | $54.7M | +36.31%(+190.23K) | $58.98(+49.30%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 2.92% | 1.08M | $42.6M | +3.09%(+32.32K) | $35.10(+21.64%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY H F | 2.75% | 62.7K | $40.2M | -0.11%(-68) | $106.86(+653.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.68% | 216.2K | $39.2M | +0.45%(+974) | $48.84(+382.70%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 2.68% | 121.3K | $39.1M | +1.27%(+1.52K) | $215.66(+70.36%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 2.66% | 266.3K | $38.9M | +7.03%(+17.48K) | $36.27(+268.70%) | 2026-03-31 | |
| SPYG | STATE STREET | 2.56% | 382.6K | $37.5M | +9.41%(+32.92K) | $68.95(+74.45%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.43% | 94.0K | $35.5M | +3.83%(+3.47K) | $260.76(+70.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.24% | +73.84% |
| Top 20 Holdings Unweighted | +23.79% | +89.72% |
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