StockDriftsStockDriftsTop 50 Keystone Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PVAL | PUTNAM ETF TRUST | 11.59% | 371.3K | $17.2M | +4.48%(+15.92K) | $38.14(+30.22%) | 2026-03-31 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 11.04% | 40.3K | $16.4M | +1.74%(+689) | $59.47(+38.75%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 9.45% | 183.6K | $14.1M | +2.00%(+3.61K) | $68.65(+27.27%) | 2026-03-31 | |
| PSFF | PACER FDS TR | 7.77% | 360.3K | $11.5M | +6.77%(+22.85K) | $29.34(+15.70%) | 2026-03-31 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 5.69% | 161.3K | $8.5M | +3.02%(+4.73K) | $47.19(+21.84%) | 2026-03-31 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 5.55% | 150.3K | $8.3M | +6.56%(+9.25K) | $54.95(+0.96%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.81% | 8.7K | $5.7M | +2.44%(+207) | $583.31(+27.85%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 3.27% | 26.4K | $4.9M | +0.86%(+224) | $164.88(+16.42%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 3.12% | 176.7K | $4.6M | +1.18%(+2.06K) | $26.36(-0.72%) | 2026-03-31 | |
| KMID | VIRTUS ETF TR II | 3.07% | 191.2K | $4.6M | +5.55%(+10.06K) | $24.32(+0.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.58% | +24.50% |
| Top 20 Holdings Unweighted | +5.47% | +17.32% |
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