Keystone Financial Services, LLC Portfolio Holdings by Sector

Keystone Financial Services, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOOG SPLG PSFF FLQM JPSE SCHD VOE IVV 28 stocks	$76.8 Million 92.05% of portfolio	28	-	28	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.91 Million 2.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MRVL 2 stocks	$1.24 Million 1.49% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.12 Million 1.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive LW 1 stocks	$623,323 0.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$587,307 0.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$429,315 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI 1 stocks	$274,982 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$245,535 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$201,726 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts

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