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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
48
5
3
2
3
1
27
4
2
KEYSTONE FINANCIAL GROUP

Time Period2019-03-31

Total Holdings220

Total Value ($x1000)281,180
Activities
New43

Increased115

Unchanged8

Decreased54

Sold Out2

Top 10 Stock Holdingstotal 30%
SPY6.57

AAPL4.96

CFO4.86

USMV2.18

VTV2.08

 
CDC2.05

ACWV1.96

BRK.A1.82

BRK.B1.76

MSFT1.76

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
6.57%
TR UNIT
AAPL
4.96%
COM
CFO
4.86%
CEMP US 500 ENHA
USMV
2.18%
USA MIN VOL ETF
VTV
2.08%
VALUE ETF
CDC
2.05%
CEMP US EQ INCOM
ACWV
1.96%
CNTRY MIN VL ETF
BRK.A
1.82%
CL A
BRK.B
1.76%
CL B NEW
MSFT
1.76%
COM
LRGF
1.43%
FCTSLC MSCI US
FVC
1.41%
DORSEY WRIGHT
JNJ
1.36%
COM
FTSM
1.33%
FIRST TR ENH NEW
INTC
1.29%
COM
RSP
1.27%
S&P500 EQL WGT
MDY
1.26%
UTSER1 S&PDCRP
NEAR
1.18%
SHT MAT BD ETF
AMZN
1.17%
COM
PDP
1.14%
DWA MOMENTUM
WFC/PL
1.13%
PERP PFD CNV A
XOM
1.12%
COM
TOTL
1.1%
SPDR TR TACTIC
T
1.07%
COM
EFAV
1.04%
EAFE MIN VOL ETF
VTI
1.04%
TOTAL STK MKT
IDV
1.03%
INTL SEL DIV ETF
FSIC
1.02%
COM
SPLV
1.02%
S&P500 LOW VOL
PG
0.98%
COM
IJR
0.97%
CORE S&P SCP ETF
VOO
0.97%
SHS
ITOT
0.94%
CORE S&P TTL STK
FDL
0.92%
SHS
FB
0.83%
CL A
GOOG
0.79%
CAP STK CL C
DIA
0.78%
UT SER 1
HDV
0.78%
HIGH DIVIDND ETF
PEP
0.72%
COM
INTF
0.69%
FCTSL MSCI INT
MTUM
0.64%
MSCI USAMOMFCT
ABT
0.64%
COM
FDT
0.63%
DEV MRK EX US
JPM
0.62%
COM
MRK
0.61%
COM
HD
0.59%
COM
BA
0.59%
COM
IP
0.55%
COM
DGRO
0.54%
CORE DIV GRWTH
IXN
0.54%
GLOBAL TECH ETF
VB
0.53%
SMALL CP ETF
XLF
0.52%
SBI INT-FINL
PM
0.52%
COM
IJH
0.51%
CORE S&P MCP ETF
DIS
0.47%
COM DISNEY
CVX
0.47%
COM
BP
0.47%
SPONSORED ADR
CIZ
0.47%
CEMP DEVELOPED E
CSCO
0.47%
COM
XLE
0.46%
SBI INT-ENERGY
IVV
0.46%
CORE S&P500 ETF
VEA
0.46%
FTSE DEV MKT ETF
GOOGL
0.46%
CAP STK CL A
CDL
0.45%
CEMP US LARGE CA
RODM
0.44%
DEV MK X US ST
UPS
0.43%
CL B
NFLX
0.42%
COM
VWO
0.41%
FTSE EMR MKT ETF
ABBV
0.38%
COM
BDX
0.37%
COM
OLLI
0.37%
COM
VIG
0.37%
DIV APP ETF
KO
0.36%
COM
ETE
0.36%
COM UT LTD PTN
MCD
0.35%
COM
CSJ
0.35%
1-3 YR CR BD ETF
QQQ
0.35%
UNIT SER 1
CSF
0.34%
CEMP US DISCOVER
NSC
0.34%
COM
DEO
0.34%
SPON ADR NEW
VZ
0.33%
COM
FEM
0.33%
EMERG MKT ALPH
BUD
0.32%
SPONSORED ADR
AMLP
0.32%
ALERIAN MLP
NIE
0.31%
COM
NKE
0.29%
CL B
LMT
0.28%
COM
RDS/A
0.28%
SPONS ADR A
STX
0.28%
SHS
VEU
0.28%
ALLWRLD EX US
IEMG
0.27%
CORE MSCI EMKT
CSB
0.27%
CEMP US SM CAP H
TJX
0.27%
COM
CID
0.26%
CEMP INTL HIGH D
CFA
0.26%
CEMP US 500 VOLA
BND
0.26%
TOTAL BND MRKT
TSLA
0.25%
COM
SCHD
0.24%
US DIVIDEND EQ
CEY
0.24%
VICOTRYSHS EMG
PFE
0.23%
COM
PFF
0.23%
U.S. PFD STK ETF
EFA
0.22%
MSCI EAFE ETF
WMT
0.22%
COM
VNQ
0.22%
REIT ETF
GE
0.22%
COM
SDOG
0.21%
SECTR DIV DOGS
ACWI
0.21%
MSCI ACWI ETF
BAC
0.21%
COM
V
0.21%
COM CL A
IXUS
0.2%
CORE MSCITOTAL
MO
0.2%
COM
IUSB
0.2%
CORE TL USD BD
KRE
0.19%
S&P REGL BKG
XLK
0.19%
TECHNOLOGY
LOW
0.18%
COM
DON
0.18%
MIDCAP DIVI FD
CMG
0.18%
COM
BABA
0.18%
SPONSORED ADS
AB
0.18%
UNIT LTD PARTN
RFDI
0.18%
RIVRFRNT DYN DEV
D
0.18%
COM
AMD
0.17%
COM
XLP
0.16%
SBI CONS STPLS
VGT
0.16%
INF TECH ETF
ITW
0.16%
COM
MMM
0.15%
COM
AEP
0.15%
COM
XLV
0.15%
SBI HEALTHCARE
TEVA
0.15%
ADR
FDX
0.15%
COM
BTI
0.15%
SPONSORED ADR
EPD
0.15%
COM
VNQI
0.14%
GLB EX US ETF
FEP
0.14%
EUROPE ALPHA
FV
0.14%
DORSEY WRT 5 ETF
TMO
0.14%
COM
IJT
0.13%
SP SMCP600GR ETF
DVY
0.13%
SELECT DIVID ETF
STIP
0.13%
0-5 YR TIPS ETF
PPL
0.13%
COM
ORCL
0.13%
COM
NLY
0.12%
COM
F
0.12%
COM PAR $0.01
IBM
0.12%
COM
IEFA
0.12%
CORE MSCI EAFE
FDN
0.12%
DJ INTERNT IDX
VYM
0.12%
HIGH DIV YLD
CIEN
0.12%
COM NEW
NVDA
0.12%
COM
KMB
0.12%
COM
TRV
0.12%
COM
VOD
0.12%
SPNSR ADR NO PAR
IYG
0.11%
U.S. FIN SVC ETF
USB
0.11%
COM NEW
LIN
0.11%
COM
DUK
0.11%
COM NEW
ENB
0.11%
COM
VUG
0.11%
GROWTH ETF
VCSH
0.11%
SHRT TRM CORP BD
JNK
0.11%
BRC HGH YLD BD
DE
0.1%
COM
NTR
0.1%
COM
QCOM
0.1%
COM
SCHG
0.1%
US LCAP GR ETF
WFC
0.1%
COM
MDYG
0.1%
S&P 400 MDCP GRW
TEGP
0.1%
CL A
GSK
0.1%
SPONSORED ADR
FE
0.1%
COM
XSOE
0.1%
EM EX ST-OWNED
BK
0.1%
COM
XLU
0.1%
SBI INT-UTILS
SWKS
0.1%
COM
NWL
0.09%
COM
KR
0.09%
COM
FISV
0.09%
COM
TWTR
0.09%
COM
WEC
0.09%
COM
HCN
0.09%
COM
ETV
0.09%
COM
SO
0.09%
COM
VAR
0.09%
COM
DTE
0.09%
COM
VXF
0.08%
EXTEND MKT ETF
GILD
0.08%
COM
MDT
0.08%
SHS
XLI
0.08%
SBI INT-INDS
MDLZ
0.08%
CL A
TRP
0.08%
COM
XLY
0.08%
SBI CONS DISCR
DAL
0.08%
COM NEW
IVOO
0.08%
MIDCP 400 IDX
MPC
0.08%
COM
XLRE
0.08%
RL EST SEL SEC
SCHF
0.08%
INTL EQTY ETF
UL
0.08%
SPON ADR NEW
HTA
0.08%
CL A NEW
MA
0.08%
CL A
AXP
0.08%
COM
O
0.08%
COM
BOTZ
0.08%
RBTCS ARTFL IN
FPE
0.08%
PFD SECS INC ETF
ADBE
0.08%
COM
UTX
0.07%
COM
SDY
0.07%
S&P DIVID ETF
CVS
0.07%
COM
BAX
0.07%
COM
ETB
0.07%
COM
IGIH
0.07%
INVT GD BD INT
BST
0.07%
SHS
DBEF
0.07%
XTRAK MSCI EAFE
PRU
0.07%
COM
ACB
0.05%
COM
DNP
0.05%
COM
EFT
0.05%
COM
FET
0.03%
COM
LYG
0.02%
SPONSORED ADR
DNR
0.02%
COM NEW
CBL
0.01%
COM
SINO
< 0.01%
COM
SCG
0.13%
COM
EXC
0.09%
COM