Keystone Financial Services, LLC
Top Portfolio Positions
20 positions ·
$14,642,499 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 | 24.55% | |
| NVDA |
Nvidia Corp
Technology
|
10,010 | $1,745,744 | 11.92% | |
| UNP |
Union Pacific Corp
Industrials
|
5,888 | $1,428,546 | 9.76% | |
| AAPL |
Apple Inc.
Technology
|
5,592 | $1,419,193 | 9.69% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
52,201 | $828,951 | 5.66% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,610 | $782,132 | 5.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,362 | $700,203 | 4.78% | |
| GDLC |
Grayscale CoinDesk Crypto 5 ETF
|
20,940 | $653,118 | 4.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,678 | $623,796 | 4.26% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
24,566 | $487,880 | 3.33% |
Portfolio Trend
Holdings in GDLC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $653,118 | 20,940 | Shares | Sole | 2026-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||