Keystone Financial Group
- SEC CIK
- 0001729299
- Latest filing
- Jul 29, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.
- Positions
- 283
- No 13F data for Q4 2020
- Portfolio value
- $513.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 134,742 | $53.4M | 10.4% | – | – | History |
| AAPLApple Inc. | Stock | 246,834 | $30.2M | 5.9% | – | – | History |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 310,154 | $20.8M | 4.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 174,373 | $16.0M | 3.1% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 185,830 | $13.2M | 2.6% | – | – | – |
| TSLATesla, Inc. | Stock | 15,749 | $10.5M | 2.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 43,871 | $10.3M | 2.0% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 25,675 | $9.35M | 1.8% | – | – | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 144,780 | $9.02M | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,722 | $8.42M | 1.6% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 62,951 | $8.28M | 1.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 109,799 | $7.60M | 1.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 35,471 | $7.33M | 1.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 186,679 | $7.17M | 1.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 26,381 | $6.74M | 1.3% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 47,449 | $6.72M | 1.3% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 17 | $6.56M | 1.3% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 132,660 | $6.04M | 1.2% | – | – | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 186,818 | $5.97M | 1.2% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 111,144 | $5.36M | 1.0% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 74,119 | $5.21M | 1.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 41,010 | $4.99M | 1.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 86,127 | $4.86M | 0.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 29,120 | $4.79M | 0.9% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 11,486 | $4.57M | 0.9% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 56,763 | $4.46M | 0.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,925 | $3.98M | 0.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 13,495 | $3.98M | 0.8% | – | – | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 71,207 | $3.76M | 0.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 27,498 | $3.72M | 0.7% | – | – | History |
| TAT&T Inc. | Stock | 120,090 | $3.63M | 0.7% | – | – | History |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 81,225 | $3.63M | 0.7% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 70,541 | $3.62M | 0.7% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 221,583 | $3.60M | 0.7% | – | – | History |
| Schwab US Tips ETF808524870 | ETF | 56,998 | $3.49M | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,862 | $3.47M | 0.7% | – | – | – |
| BABoeing Co | Stock | 13,332 | $3.40M | 0.7% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 22,005 | $3.24M | 0.6% | – | – | – |
| DISWalt Disney Co | Stock | 17,219 | $3.18M | 0.6% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 19,716 | $3.17M | 0.6% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,313 | $3.00M | 0.6% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 19,651 | $2.99M | 0.6% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,032 | $2.98M | 0.6% | – | – | History |
| DNMRDanimer Scientific, Inc. | COM CL A | 72,298 | $2.73M | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 21,685 | $2.60M | 0.5% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,790 | $2.58M | 0.5% | – | – | – |
| HDHome Depot, Inc. | Stock | 8,302 | $2.53M | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 44,715 | $2.50M | 0.5% | – | – | History |
| IPInternational Paper Co | COM | 45,543 | $2.46M | 0.5% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 27,989 | $2.37M | 0.5% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 7,646 | $2.35M | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,138 | $2.35M | 0.5% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,982 | $2.31M | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 16,266 | $2.30M | 0.4% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,674 | $2.29M | 0.4% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 62,331 | $2.20M | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,810 | $2.18M | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 35,191 | $2.11M | 0.4% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 60,965 | $2.08M | 0.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 42,424 | $2.05M | 0.4% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 10,294 | $2.05M | 0.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,381 | $2.04M | 0.4% | – | – | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 11,498 | $2.03M | 0.4% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 20,817 | $1.89M | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 48,479 | $1.84M | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,059 | $1.84M | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,419 | $1.82M | 0.4% | – | – | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 17,589 | $1.76M | 0.3% | – | – | – |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 42,101 | $1.75M | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 3,342 | $1.74M | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 22,378 | $1.73M | 0.3% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 16,763 | $1.70M | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,983 | $1.67M | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 7,156 | $1.60M | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 14,575 | $1.58M | 0.3% | – | – | History |
| NKENIKE, Inc. | Stock | 11,660 | $1.55M | 0.3% | – | – | History |
| STXSeagate Technology Holdings plc | SHS | 19,944 | $1.53M | 0.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 8,960 | $1.52M | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,826 | $1.51M | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 27,773 | $1.44M | 0.3% | – | – | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 31,484 | $1.36M | 0.3% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 5,022 | $1.35M | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 14,844 | $1.32M | 0.3% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,606 | $1.28M | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 23,369 | $1.23M | 0.2% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 19,869 | $1.22M | 0.2% | – | – | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 16,230 | $1.19M | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,083 | $1.18M | 0.2% | – | – | – |
| NIEVirtus Equity & Convertible Income Fund | COM | 41,709 | $1.17M | 0.2% | – | – | History |
| First Tr Exchange Traded FD33738R878 | DORSEY WRIGHT | 33,325 | $1.14M | 0.2% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 11,491 | $1.13M | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 8,229 | $1.12M | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,742 | $1.12M | 0.2% | – | – | – |
| APAMArtisan Partners Asset Management Inc. | CL A | 21,220 | $1.11M | 0.2% | – | – | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 4,665 | $1.10M | 0.2% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 11,528 | $1.08M | 0.2% | – | – | – |
| LOWLowes Companies Inc | Stock | 5,690 | $1.08M | 0.2% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 752 | $1.07M | 0.2% | – | – | History |
| Victory Portfolios II92647N766 | VCSHS US 500 VOL | 15,622 | $1.05M | 0.2% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 25,530 | $1.04M | 0.2% | – | – | – |