Keystone Financial Services, LLC
Top Portfolio Positions
21 positions ·
$17,060,542 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
6,227 | $3,594,099 | 21.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,046 | $2,418,043 | 14.17% | |
| NVDA |
Nvidia Corp
Technology
|
10,010 | $1,745,744 | 10.23% | |
| UNP |
Union Pacific Corp
Industrials
|
5,888 | $1,428,546 | 8.37% | |
| AAPL |
Apple Inc.
Technology
|
5,592 | $1,419,193 | 8.32% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
52,201 | $828,951 | 4.86% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,610 | $782,132 | 4.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,362 | $700,203 | 4.10% | |
| GDLC |
Grayscale CoinDesk Crypto 5 ETF
|
20,940 | $653,118 | 3.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,678 | $623,796 | 3.66% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ETH
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $487,880 | 24,566 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $329,929 | 11,758 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $267,168 | 6,819 | Shares | Sole | 2025-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||