Keystone Financial Group Diversified Active

CIK: 0001729299 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 11, 2019

Total Value ($000): $221,304 (100.0% shares, 0.0% debt)

Holdings (179)

CFO VICTORYSHARES US 5.8%
Value ($000) $12,817 Shares 291,896 Est. Cost $48.06 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $10,775 Shares 68,308 Est. Cost $39.32 Unrealized +17.0%
SPY SPDR S&P 3.5%
Value ($000) $7,665 Shares 30,671 Est. Cost $280.60 Unrealized
CDC VICTORYSHARES U S 2.4%
Value ($000) $5,385 Shares 127,234 Est. Cost $45.75 Unrealized
VTV VANGUARD VALUE 2.4%
Value ($000) $5,232 Shares 53,413 Est. Cost $103.47 Unrealized
BRK/A BERKSHIRE HATHAWAY 2.4%
Value ($000) $5,202 Shares 17 Est. Cost $309875.47 Unrealized +1.0%
ACWV ISHARES EDGE 2.3%
Value ($000) $5,014 Shares 61,698 Est. Cost $63.89 Unrealized
USMV ISHARES EDGE 2.1%
Value ($000) $4,713 Shares 89,940 Est. Cost $51.70 Unrealized
BRK/B BERKSHIRE HATHAWAY 2.1%
Value ($000) $4,713 Shares 23,083 Est. Cost $199.71 Unrealized +4.6%
FTSM FIRST TRUST 1.7%
Value ($000) $3,871 Shares 64,683 Est. Cost $39.85 Unrealized
FVC FIRST TRUST 1.6%
Value ($000) $3,590 Shares 153,287 Est. Cost $26.14 Unrealized
LRGF ISHARES EDGE 1.5%
Value ($000) $3,315 Shares 118,971 Est. Cost $30.82 Unrealized
NEAR ISHARES U S 1.5%
Value ($000) $3,281 Shares 65,825 Est. Cost $49.74 Unrealized
RSP INVESCO S&P 1.5%
Value ($000) $3,256 Shares 35,619 Est. Cost $101.62 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $3,256 Shares 32,056 Est. Cost $95.30 Unrealized +4.9%
MDY SPDR S&P 1.4%
Value ($000) $3,118 Shares 10,302 Est. Cost $352.87 Unrealized
WELLS FARGO 1.4%
Value ($000) $3,092 Shares 2,450 Est. Cost $1273.80 Unrealized
PDP INVESCO DWA 1.3%
Value ($000) $2,970 Shares 61,269 Est. Cost $55.55 Unrealized
IDV ISHARES INTL 1.3%
Value ($000) $2,886 Shares 100,531 Est. Cost $34.36 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $2,818 Shares 21,834 Est. Cost $109.70 Unrealized +4.0%
EFAV ISHARES EDGE 1.2%
Value ($000) $2,725 Shares 40,883 Est. Cost $70.90 Unrealized
SPLV INVESCO EXCHANGE 1.2%
Value ($000) $2,690 Shares 57,663 Est. Cost $47.48 Unrealized
FS KKR 1.2%
Value ($000) $2,668 Shares 515,057 Est. Cost $6.33 Unrealized
TOTL SPDR DOUBLELINE 1.2%
Value ($000) $2,642 Shares 55,779 Est. Cost $48.22 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $2,638 Shares 56,218 Est. Cost $40.24 Unrealized -0.1%
AMZN AMAZON COM 1.1%
Value ($000) $2,540 Shares 1,691 Est. Cost $62.96 Unrealized +32.1%
FDL FIRST TRUST 1.1%
Value ($000) $2,438 Shares 89,517 Est. Cost $28.27 Unrealized
T AT&T INC 1.1%
Value ($000) $2,395 Shares 83,929 Est. Cost $14.85 Unrealized -5.6%
VOO VANGUARD S&P 1.1%
Value ($000) $2,363 Shares 10,280 Est. Cost $247.91 Unrealized
VTI VANGUARD TOTAL 1.1%
Value ($000) $2,357 Shares 18,468 Est. Cost $146.69 Unrealized
IJR ISHARES CORE 1.0%
Value ($000) $2,307 Shares 33,279 Est. Cost $79.85 Unrealized
ITOT ISHARES CORE 1.0%
Value ($000) $2,243 Shares 39,513 Est. Cost $67.33 Unrealized
XOM EXXON MOBIL 1.0%
Value ($000) $2,190 Shares 32,123 Est. Cost $57.46 Unrealized -1.9%
PG PROCTER & GAMBLE 1.0%
Value ($000) $2,111 Shares 22,967 Est. Cost $70.56 Unrealized +5.9%
HDV ISHARES CORE 0.9%
Value ($000) $2,039 Shares 24,167 Est. Cost $82.98 Unrealized
DIA SPDR DOW 0.9%
Value ($000) $1,946 Shares 8,343 Est. Cost $234.10 Unrealized
FDT FIRST TRUST 0.7%
Value ($000) $1,615 Shares 32,953 Est. Cost $61.35 Unrealized
JPM JPMORGAN CHASE 0.7%
Value ($000) $1,612 Shares 16,513 Est. Cost $83.17 Unrealized +5.2%
INTF ISHARES EDGE 0.7%
Value ($000) $1,547 Shares 65,233 Est. Cost $26.07 Unrealized
MTUM ISHARES EDGE 0.7%
Value ($000) $1,534 Shares 15,301 Est. Cost $109.62 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,519 Shares 1,467 Est. Cost $55.56 Unrealized -4.4%
META FACEBOOK INC 0.7%
Value ($000) $1,485 Shares 11,328 Est. Cost $175.99 Unrealized -18.3%
VICTORYSHARES DEVELOPED 0.6%
Value ($000) $1,392 Shares 45,311 Est. Cost $34.88 Unrealized
IP INTERNATIONAL PAPER 0.6%
Value ($000) $1,350 Shares 33,448 Est. Cost $37.57 Unrealized -18.9%
RODM LATTICE HARTFORD 0.6%
Value ($000) $1,320 Shares 51,176 Est. Cost $28.76 Unrealized
DGRO ISHARES CORE 0.6%
Value ($000) $1,304 Shares 39,314 Est. Cost $35.47 Unrealized
XLF SECTOR FINANCIAL 0.6%
Value ($000) $1,302 Shares 54,666 Est. Cost $26.59 Unrealized
IGSB ISHARES SHORT 0.6%
Value ($000) $1,302 Shares 25,215 Est. Cost $83.71 Unrealized
BA BOEING CO 0.6%
Value ($000) $1,267 Shares 3,928 Est. Cost $278.58 Unrealized +20.2%
IXN ISHARES GLOBAL 0.6%
Value ($000) $1,261 Shares 8,758 Est. Cost $159.38 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $1,205 Shares 16,662 Est. Cost $52.64 Unrealized +18.1%
VEA VANGUARD FTSE 0.5%
Value ($000) $1,197 Shares 32,272 Est. Cost $49.13 Unrealized
VB VANGUARD SMALL 0.5%
Value ($000) $1,196 Shares 9,058 Est. Cost $149.47 Unrealized
VICTORYSHARES US 0.5%
Value ($000) $1,189 Shares 30,182 Est. Cost $48.11 Unrealized
CDL VICTORYSHARES US 0.5%
Value ($000) $1,159 Shares 28,015 Est. Cost $43.35 Unrealized
BP BP PLC 0.5%
Value ($000) $1,144 Shares 30,158 Est. Cost $43.60 Unrealized
HD HOME DEPOT 0.5%
Value ($000) $1,144 Shares 6,657 Est. Cost $146.74 Unrealized +2.5%
IJH ISHARES CORE 0.5%
Value ($000) $1,139 Shares 6,860 Est. Cost $187.70 Unrealized
MRK MERCK & COMPANY 0.5%
Value ($000) $1,125 Shares 14,729 Est. Cost $51.05 Unrealized +10.7%
PEP PEPSICO INC 0.5%
Value ($000) $1,115 Shares 10,094 Est. Cost $89.76 Unrealized +1.0%
GOOGL ALPHABET INC 0.5%
Value ($000) $1,114 Shares 1,066 Est. Cost $58.27 Unrealized -8.0%
IVV ISHARES CORE 0.5%
Value ($000) $1,101 Shares 4,375 Est. Cost $255.49 Unrealized
PM PHILIP MORRIS 0.5%
Value ($000) $1,092 Shares 16,356 Est. Cost $62.31 Unrealized -8.1%
XLE SECTOR ENERGY 0.5%
Value ($000) $1,083 Shares 18,889 Est. Cost $72.88 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,025 Shares 18,239 Est. Cost $33.01 Unrealized +17.0%
VWO VANGUARD FSTE 0.5%
Value ($000) $1,007 Shares 26,431 Est. Cost $46.21 Unrealized
KO COCA COLA COMPANY 0.4%
Value ($000) $981 Shares 20,710 Est. Cost $35.98 Unrealized +6.7%
BDX BECTON DICKINSON 0.4%
Value ($000) $941 Shares 4,175 Est. Cost $191.25 Unrealized +8.9%
DIS WALT DISNEY 0.4%
Value ($000) $940 Shares 8,575 Est. Cost $99.41 Unrealized +9.7%
VIG VANGUARD DIVIDEND 0.4%
Value ($000) $882 Shares 9,004 Est. Cost $107.70 Unrealized
NFLX NETFLIX INC 0.4%
Value ($000) $876 Shares 3,274 Est. Cost $23.58 Unrealized +26.9%
MCD MCDONALDS CORP 0.4%
Value ($000) $833 Shares 4,690 Est. Cost $138.39 Unrealized +8.5%
TSLA TESLA INC 0.4%
Value ($000) $831 Shares 2,496 Est. Cost $21.59 Unrealized -0.4%
ALPS ALERIAN 0.4%
Value ($000) $829 Shares 95,002 Est. Cost $11.30 Unrealized
OLLI OLLIES BARGAIN 0.4%
Value ($000) $819 Shares 12,313 Est. Cost $47.16 Unrealized +76.5%
CSCO CISCO SYSTEMS 0.4%
Value ($000) $800 Shares 18,455 Est. Cost $36.04 Unrealized +2.4%
DEO DIAGEO PLC 0.3%
Value ($000) $766 Shares 5,400 Est. Cost $143.89 Unrealized
FEM FIRST TRUST 0.3%
Value ($000) $759 Shares 33,252 Est. Cost $25.37 Unrealized
ROYAL DUTCH 0.3%
Value ($000) $751 Shares 12,896 Est. Cost $68.24 Unrealized
VICTORYSHARES INTL 0.3%
Value ($000) $750 Shares 25,107 Est. Cost $36.41 Unrealized
SCHD SCHWAB US 0.3%
Value ($000) $706 Shares 15,024 Est. Cost $52.94 Unrealized
BUD ANHEUSER BUSCH 0.3%
Value ($000) $705 Shares 10,710 Est. Cost $85.16 Unrealized
NKE NIKE INC 0.3%
Value ($000) $692 Shares 9,336 Est. Cost $57.04 Unrealized +19.5%
CSB VICTORYSHARES US 0.3%
Value ($000) $689 Shares 17,167 Est. Cost $41.54 Unrealized
VEU VANGUARD FTSE 0.3%
Value ($000) $682 Shares 14,974 Est. Cost $53.21 Unrealized
ALLIANZGI EQUITY 0.3%
Value ($000) $679 Shares 36,625 Est. Cost $21.83 Unrealized
ET ENERGY TRANSFER 0.3%
Value ($000) $670 Shares 50,720 Est. Cost $13.21 Unrealized
IEMG ISHARES CORE 0.3%
Value ($000) $664 Shares 14,084 Est. Cost $56.55 Unrealized
EFA ISHARES MSCI 0.3%
Value ($000) $654 Shares 11,129 Est. Cost $66.98 Unrealized
LMT LOCKHEED MARTIN 0.3%
Value ($000) $645 Shares 2,464 Est. Cost $257.45 Unrealized -2.9%
UPS UNITED PARCEL 0.3%
Value ($000) $635 Shares 6,515 Est. Cost $86.12 Unrealized -4.7%
PFE PFIZER INC 0.3%
Value ($000) $631 Shares 14,452 Est. Cost $24.89 Unrealized +20.7%
CVX CHEVRON CORP 0.3%
Value ($000) $630 Shares 5,795 Est. Cost $85.56 Unrealized -1.0%
TJX TJX COS 0.3%
Value ($000) $593 Shares 13,245 Est. Cost $41.15 Unrealized +11.5%
SEAGATE TECHNOLOGY 0.3%
Value ($000) $591 Shares 15,321 Est. Cost $48.04 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $585 Shares 6,345 Est. Cost $69.69 Unrealized -7.0%
BAC BANK AMERICA 0.3%
Value ($000) $582 Shares 23,637 Est. Cost $24.16 Unrealized -5.6%
PFF ISHARES U S 0.3%
Value ($000) $581 Shares 16,964 Est. Cost $37.23 Unrealized
QQQ INVESCO QQQ 0.3%
Value ($000) $567 Shares 3,673 Est. Cost $173.68 Unrealized
SDOG ALPS SECTOR 0.3%
Value ($000) $564 Shares 14,419 Est. Cost $45.99 Unrealized
VNQ VANGUARD REAL 0.3%
Value ($000) $560 Shares 7,510 Est. Cost $81.18 Unrealized
RFDI FIRST TRUST 0.3%
Value ($000) $558 Shares 10,896 Est. Cost $62.83 Unrealized
ACWI ISHARES MSCI 0.3%
Value ($000) $556 Shares 8,662 Est. Cost $70.28 Unrealized
BND VANGUARD TOTAL 0.2%
Value ($000) $549 Shares 6,933 Est. Cost $93.38 Unrealized
IUSB ISHARES CORE 0.2%
Value ($000) $539 Shares 10,941 Est. Cost $49.88 Unrealized
CFA VICTORYSHARES US 0.2%
Value ($000) $536 Shares 12,179 Est. Cost $48.53 Unrealized
IXUS ISHARES CORE 0.2%
Value ($000) $516 Shares 9,824 Est. Cost $62.07 Unrealized
KRE SPDR S&P 0.2%
Value ($000) $502 Shares 10,733 Est. Cost $52.35 Unrealized
MO ALTRIA GROUP 0.2%
Value ($000) $459 Shares 9,293 Est. Cost $36.11 Unrealized -8.3%
AB ALLIANCE BERNSTEIN 0.2%
Value ($000) $438 Shares 16,034 Est. Cost $27.00 Unrealized
TEVA TEVA PHARMACEUTICAL 0.2%
Value ($000) $420 Shares 27,256 Est. Cost $19.01 Unrealized
LOW LOWES COMPANIES 0.2%
Value ($000) $414 Shares 4,486 Est. Cost $71.92 Unrealized +17.7%
VICTORY EMERGING 0.2%
Value ($000) $412 Shares 18,763 Est. Cost $22.83 Unrealized
XLK SECTOR TECHNOLOGY 0.2%
Value ($000) $403 Shares 6,501 Est. Cost $66.59 Unrealized
DON WISDOMTREE U S 0.2%
Value ($000) $392 Shares 12,393 Est. Cost $35.07 Unrealized
GENERAL ELECTRIC 0.2%
Value ($000) $383 Shares 50,655 Est. Cost $15.70 Unrealized
XLP SECTOR CONSUMER 0.2%
Value ($000) $376 Shares 7,397 Est. Cost $55.00 Unrealized
VGT VANGUARD INFORMATION 0.2%
Value ($000) $372 Shares 2,231 Est. Cost $166.74 Unrealized
FEP FIRST TRUST 0.2%
Value ($000) $367 Shares 11,852 Est. Cost $38.84 Unrealized
EPD ENTERPRISE PRODUCTS 0.2%
Value ($000) $365 Shares 14,850 Est. Cost $27.73 Unrealized
WMT WALMART INC 0.2%
Value ($000) $353 Shares 3,790 Est. Cost $27.96 Unrealized +2.9%
STIP ISHARES 0-5 0.2%
Value ($000) $350 Shares 3,574 Est. Cost $99.83 Unrealized
XLV SECTOR HEALTHCARE 0.2%
Value ($000) $349 Shares 4,031 Est. Cost $93.30 Unrealized
IJT ISHARES S&P 0.2%
Value ($000) $347 Shares 2,151 Est. Cost $195.40 Unrealized
CMG CHIPOTLE MEXICAN 0.2%
Value ($000) $339 Shares 786 Est. Cost $5.96 Unrealized +51.5%
AMD ADVANCED MICRO 0.2%
Value ($000) $338 Shares 18,322 Est. Cost $11.69 Unrealized +84.9%
VOD VODAFONE GROUP 0.2%
Value ($000) $332 Shares 17,228 Est. Cost $30.84 Unrealized
VNQI VANGUARD GLOBAL 0.1%
Value ($000) $330 Shares 6,304 Est. Cost $60.95 Unrealized
FV FIRST TRUST 0.1%
Value ($000) $323 Shares 12,808 Est. Cost $27.95 Unrealized
DVY ISHARES SELECT 0.1%
Value ($000) $320 Shares 3,578 Est. Cost $99.29 Unrealized
NSC NORFOLK SOUTHERN 0.1%
Value ($000) $314 Shares 2,100 Est. Cost $113.99 Unrealized +24.9%
LINDE PLC 0.1%
Value ($000) $304 Shares 1,950 Est. Cost $155.90 Unrealized
CIEN CIENA CORP 0.1%
Value ($000) $303 Shares 8,949 Est. Cost $21.43 Unrealized +47.9%
MMM 3M COMPANY 0.1%
Value ($000) $301 Shares 1,582 Est. Cost $140.69 Unrealized -8.8%
SCANA CORP 0.1%
Value ($000) $298 Shares 6,238 Est. Cost $38.06 Unrealized
FDN FIRST TRUST 0.1%
Value ($000) $290 Shares 2,484 Est. Cost $135.48 Unrealized
IYG ISHARES U S 0.1%
Value ($000) $289 Shares 2,577 Est. Cost $131.55 Unrealized
VCSH VANGUARD SHORT 0.1%
Value ($000) $288 Shares 3,693 Est. Cost $78.26 Unrealized
BTI BRITISH AMERN 0.1%
Value ($000) $285 Shares 8,949 Est. Cost $50.72 Unrealized
NWL NEWELL BRANDS 0.1%
Value ($000) $285 Shares 15,354 Est. Cost $17.22 Unrealized -17.6%
TRV TRAVELERS COS 0.1%
Value ($000) $283 Shares 2,365 Est. Cost $110.68 Unrealized -3.2%
DE DEERE & CO 0.1%
Value ($000) $281 Shares 1,883 Est. Cost $125.32 Unrealized +5.2%
FDX FEDEX CORP 0.1%
Value ($000) $277 Shares 1,719 Est. Cost $207.91 Unrealized -10.6%
DUK DUKE ENERGY 0.1%
Value ($000) $277 Shares 3,206 Est. Cost $61.72 Unrealized +3.5%
BABA ALIBABA GROUP 0.1%
Value ($000) $274 Shares 1,999 Est. Cost $189.39 Unrealized
SCHG SCHWAB US 0.1%
Value ($000) $271 Shares 3,931 Est. Cost $74.78 Unrealized
F FORD MOTOR 0.1%
Value ($000) $270 Shares 35,275 Est. Cost $7.10 Unrealized -12.6%
MDYG SPDR SERIES 0.1%
Value ($000) $270 Shares 5,880 Est. Cost $53.48 Unrealized
TALLGRASS ENERGY 0.1%
Value ($000) $269 Shares 11,070 Est. Cost $21.86 Unrealized
IEFA ISHARES CORE 0.1%
Value ($000) $266 Shares 4,835 Est. Cost $62.46 Unrealized
BK BANK NEW YORK 0.1%
Value ($000) $266 Shares 5,644 Est. Cost $42.71 Unrealized -7.2%
SPDR BLOOMBERG 0.1%
Value ($000) $263 Shares 7,838 Est. Cost $35.61 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $262 Shares 5,565 Est. Cost $38.36 Unrealized +6.6%
FE FIRSTENERGY CORP 0.1%
Value ($000) $251 Shares 6,696 Est. Cost $23.46 Unrealized +20.8%
XSOE WISDOMTREE EMERGING 0.1%
Value ($000) $242 Shares 9,449 Est. Cost $25.61 Unrealized
WEC WEC ENERGY 0.1%
Value ($000) $241 Shares 3,481 Est. Cost $48.74 Unrealized +14.9%
ANNALY CAPITAL 0.1%
Value ($000) $235 Shares 23,900 Est. Cost $11.42 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $232 Shares 1,735 Est. Cost $4.99 Unrealized -5.0%
TWITTER INC 0.1%
Value ($000) $226 Shares 7,873 Est. Cost $40.96 Unrealized
O REALTY INCOME 0.1%
Value ($000) $224 Shares 3,552 Est. Cost $35.15 Unrealized +20.6%
PPL PPL CORP 0.1%
Value ($000) $224 Shares 7,898 Est. Cost $19.78 Unrealized +12.6%
EATON VANCE 0.1%
Value ($000) $222 Shares 16,475 Est. Cost $14.68 Unrealized
XLU SELECT UTILITIES 0.1%
Value ($000) $221 Shares 4,170 Est. Cost $53.00 Unrealized
SCHF SCHWAB INTL 0.1%
Value ($000) $218 Shares 7,675 Est. Cost $36.07 Unrealized
IBM INTL BUSINESS 0.1%
Value ($000) $213 Shares 1,874 Est. Cost $87.95 Unrealized 0.0%
DAL DELTA AIRLINES 0.1%
Value ($000) $210 Shares 4,199 Est. Cost $51.09 Unrealized 0.0%
HEALTHCARE TRUST 0.1%
Value ($000) $209 Shares 8,253 Est. Cost $28.93 Unrealized
UNILEVER PLC 0.1%
Value ($000) $204 Shares 3,897 Est. Cost $55.57 Unrealized
AEP AMERICAN ELECTRIC 0.1%
Value ($000) $204 Shares 2,725 Est. Cost $54.88 Unrealized +6.4%
EXC EXELON CORP 0.1%
Value ($000) $202 Shares 4,489 Est. Cost $21.66 Unrealized +15.1%
FPE FIRST TRUST 0.1%
Value ($000) $196 Shares 10,897 Est. Cost $19.48 Unrealized
BOTZ GLOBAL X 0.1%
Value ($000) $177 Shares 10,600 Est. Cost $23.58 Unrealized
EATON VANCE 0.1%
Value ($000) $177 Shares 13,176 Est. Cost $15.48 Unrealized
EATON VANCE 0.1%
Value ($000) $148 Shares 11,700 Est. Cost $14.42 Unrealized
DNP SELECT 0.1%
Value ($000) $111 Shares 10,653 Est. Cost $10.78 Unrealized
LYG LLOYDS BANKING 0.0%
Value ($000) $46 Shares 18,154 Est. Cost $3.80 Unrealized
DENBURY RESOURCE 0.0%
Value ($000) $37 Shares 21,638 Est. Cost $2.26 Unrealized
CBL & ASSOCIATES 0.0%
Value ($000) $30 Shares 15,617 Est. Cost $5.68 Unrealized
SINO GLOBAL 0.0%
Value ($000) $11 Shares 13,900 Est. Cost $1.15 Unrealized