Holdings

Keystone Financial Services, LLC

As of Jun 30, 2026, Keystone Financial Services, LLC reported 15 positions worth US$13.7M. Largest: Nvidia Corporation, Berkshire Hathaway Inc. and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation18,504US$3.7M+8,494Jun 30, 2026
Berkshire Hathaway Inc.4,833US$2.42M−213Jun 30, 2026
Apple Inc5,189US$1.5M−403Jun 30, 2026
Sofi Technologies, Inc.51,714US$927K−487Jun 30, 2026
Amazon.com, Inc.3,344US$797K−18Jun 30, 2026
Tesla, Inc.1,860US$782K+182Jun 30, 2026
Alphabet Inc (google) Class C1,812US$647K−37Jun 30, 2026
Marvell Technology, Inc.2,119US$631K+81Jun 30, 2026
Exxon Mobil Corporation4,078US$557K−532Jun 30, 2026
Union Pacific Corporation1,229US$334K−4,659Jun 30, 2026