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Home > Institutional Investor > Keystone Financial Services > 13F Holdings

Instuitional Investor - Keystone Financial Services

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 55,611 $36,325,805 10.66%
2.
Ishares Trust
 IEF 122,866 $25,943,175 7.61%
3.
Ishares Trust
 IEF 201,678 $22,811,825 6.69%
4.
Ishares Tr
 492,610 $22,753,644 6.68%
5.
Blackrock Etf Trust
 379,047 $22,052,920 6.47%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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