Keystone Financial Services, LLC
Q1 2025 13F Holdings
- Locationomaha, NE
- Num holdings
47
- Value ($000)
$118,109
- Date Filed04/25/2025
- Form type13F-HR
- CIK0002046033
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOOG VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $13.10M | 11 % | 39,170 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $12.40M | 11 % | 325,530 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $11.14M | 9 % | 169,472 | ||
PSFF PACER FDS TR | SWAN SOS FD OF | 69374H568 | $8.71M | 7 % | 305,114 | ||
FLQM FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $6.63M | 6 % | 125,137 | ||
JPSE J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 46641Q845 | $6.24M | 5 % | 143,175 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.74M | 4 % | 8,438 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.46M | 4 % | 159,612 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $4.02M | 3 % | 152,888 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $3.93M | 3 % | 24,483 |
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