Keystone Global Partners, LLC

data from 30/09/2025

Capitalization

$ 196.297 M 6.94 %

Average holding period

2 ans

Performance

$ 22.673 M 14.16 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Keystone Global Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BDYN BlackRock iShares Dynamic Equity Active 9.60% 18.852 M $ 744847 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHG Schwab US Large Cap Growth ETF 9.33% 18.306 M $ 573688 2025/03/31 1.371 M $ 9.24 %
2025/09/30 XLF Select STR Financial Select SPDR ETF 7.35% 14.422 M $ 267713 2025/03/31 358.777 K $ 2.86 %
2025/09/30 VEA Vanguard FTSE Developed Markets ETF 7.19% 14.108 M $ 235449 2025/03/31 726.199 K $ 5.10 %
2025/09/30 VGK Vanguard FTSE Europe ETF 5.73% 11.245 M $ 140920 2025/03/31 221.322 K $ 2.97 %
2025/09/30 XLK Technology Select Sector SPDR ETF 4.59% 9.011 M $ 31970 2025/03/31 942.499 K $ 11.31 %
2025/09/30 IVV iShares Core S&P 500 ETF 4.33% 8.490 M $ 12685 2025/03/31 629.683 K $ 7.79 %
2025/09/30 VTEB Vanguard Muni BND Tax Exempt ETF 4.15% 8.154 M $ 162857 2025/03/31 386.859 K $ 2.12 %
2025/09/30 XLC Communicat SVS SLCT Sec SPDR ETF IV 4.06% 7.969 M $ 67326 2025/03/31 432.714 K $ 9.07 %
2025/09/30 VMBS Vanguard Mortgage Backed Sec ETF 3.89% 7.641 M $ 162706 2025/03/31 112.056 K $ 1.34 %
2025/09/30 LQD iShares iBoxx Invt Grade Bond ETF 3.62% 7.106 M $ 63746 2025/03/31 121.772 K $ 1.70 %
2025/09/30 XLV Health Care Select SPDR 3.07% 6.029 M $ 43325 2025/03/31 173.189 K $ 3.25 %
2025/09/30 XLI INDUSTRIAL SELECT SECTOR SPDR FUND 2.74% 5.384 M $ 34907 2025/03/31 164.737 K $ 4.55 %
2025/09/30 FDIS Fidelity MSCI Cons Discr Indx ETF 2.43% 4.768 M $ 46351 2025/03/31 462.193 K $ 9.35 %
2025/09/30 JQUA JPMorgan U.S. Quality Factor ETF 2.19% 4.306 M $ 68442 2025/03/31 336.659 K $ 4.76 %
2025/09/30 URTH iShares MSCI World ETF 1.99% 3.909 M $ 21532 2025/03/31 1.510 K $ 7.13 %
2025/09/30 IGM iShares Expanded Tech Sector ETF 1.83% 3.585 M $ 28463 2025/03/31 414.165 K $ 12.11 %
2025/09/30 VOO Vanguard S&P 500 ETF 1.79% 3.523 M $ 5753 2025/03/31 262.995 K $ 7.81 %
2025/09/30 IEFA iShares Core MSCI EAFE ETF 1.64% 3.229 M $ 36979 2025/03/31 148.397 K $ 4.59 %
2025/09/30 XAR SPDR S&P Aerospace & Defense ETF 1.52% 2.977 M $ 12668 2025/03/31 352.685 K $ 11.39 %
2025/09/30 RING iShares MSCI Glo Gold Miners ETF 1.51% 2.972 M $ 45925 2025/03/31 981.449 K $ 47.81 %
2025/09/30 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 1.51% 2.956 M $ 11526 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVDA Nvidia Corp 1.35% 2.643 M $ 14167 2025/03/31 405.005 K $ 18.10 %
2025/09/30 VTWG Vanguard Russell 2000 Growth ETF 1.27% 2.490 M $ 10649 2025/03/31 309.667 K $ 12.14 %
2025/09/30 XLE Energy Select Sector SPDR ETF 1.05% 2.053 M $ 22978 2025/03/31 29.608 K $ 5.34 %
2025/09/30 QQQ Invsc QQQ Trust SRS 1 ETF 0.96% 1.876 M $ 3125 2025/03/31 152.281 K $ 8.83 %
2025/09/30 VO Vanguard Mid Cap ETF 0.90% 1.762 M $ 5998 2025/03/31 98.204 K $ 4.97 %
2025/09/30 SCHQ Schwab Long Term US Treasury ETF 0.84% 1.644 M $ 50887 2025/03/31 29.547 K $ 1.32 %
2025/09/30 RSP Invesco S&P 500 Equal Weight ETF 0.75% 1.464 M $ 7718 2025/03/31 127.980 K $ 4.38 %
2025/09/30 SCHR Schwab Intermediate Term US TRS ETF 0.69% 1.351 M $ 53753 2025/03/31 6.594 K $ 0.40 %
2025/09/30 VIG Vanguard Dividend Appreciation ETF 0.64% 1.256 M $ 5821 2025/03/31 77.039 K $ 5.43 %
2025/09/30 AAPL Apple Inc 0.60% 1.173 M $ 4608 2025/03/31 227.911 K $ 24.11 %
2025/09/30 MSFT Microsoft Corp 0.53% 1.033 M $ 1995 2025/03/31 40.956 K $ 4.13 %
2025/09/30 TSLA Tesla Inc 0.52% 1.019 M $ 2292 2025/03/31 291.221 K $ 40.00 %
2025/09/30 GBTC Grayscale Bitcoin TR BTC 0.46% 910.896 K $ 10147 2025/03/31 50.126 K $ 5.82 %
2025/09/30 GOOG Alphabet Inc Class C 0.45% 886.522 K $ 3640 2025/03/31 240.822 K $ 37.30 %
2025/09/30 SPY SPDR S&P 500 ETF 0.44% 855.226 K $ 1284 2025/03/31 62.055 K $ 7.82 %
2025/09/30 CMF iShares California Muni Bond ETF 0.28% 546.957 K $ 9589 2025/03/31 22.237 K $ 2.33 %
2025/09/30 VYM Vanguard High Dividend Yield ETF 0.27% 537.442 K $ 3813 2025/03/31 29.398 K $ 5.73 %
2025/09/30 SHOP Shopify Inc F Class A 0.27% 526.079 K $ 3540 2025/03/31 117.740 K $ 28.83 %
2025/09/30 BND Vanguard Total Bond Market ETF 0.25% 488.760 K $ 6572 2025/03/31 8.857 K $ 1.01 %
2025/09/30 NYF iShares New York Muni Bond ETF 0.22% 426.631 K $ 7997 2025/03/31 6.322 K $ 2.32 %
2025/09/30 GLD SPDR Gold Shares ETF 0.18% 354.759 K $ 998 2025/03/31 50.538 K $ 16.61 %
2025/09/30 SCHH Charles Schwab US REIT ETF 0.18% 351.332 K $ 16288 2025/03/31 6.678 K $ 1.94 %
2025/09/30 EFA iShares MSCI EAFE ETF 0.16% 315.110 K $ 3375 2025/03/31 13.543 K $ 4.45 %
2025/09/30 AMZN Amazon.Com Inc 0.16% 312.668 K $ 1424 2025/03/31 256.000 $ 0.08 %
2025/09/30 KBWB Invesco KBW Bank ETF 0.16% 307.365 K $ 3930 2025/09/30 0.000 $ 0.00 %
2025/09/30 META Meta Platforms Inc 0.15% 289.346 K $ 394 2025/03/31 -1.461 K $ -0.50 %
2025/09/30 AVGO Broadcom Inc 0.14% 274.209 K $ 831 2025/03/31 45.090 K $ 19.68 %
2025/09/30 MDY SPDR S&P Midcap 400 ETF 0.10% 202.054 K $ 339 2025/03/31 25.058 K $ 5.22 %
2025/09/30 TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.00% 5.005 K $ 56000 2025/03/31 35.840 K $ 1 269.12 %
2025/09/30 GDX Vaneck Gold Miners ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 NET Cloudflare Inc Class A 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 NULG Nuveen Esg Large Cap Growth ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 QUAL iShares MSCI USA QLTY Fact ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 AVB Avalonbay CMNTYS Inc REIT 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SSO ProShares Ultra S&P 500 ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 NFLX Netflix Inc 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 FTCS First Trust Capital Strength ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ESGU iShares Esg Aware MSCI USA ETF IV 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 MA Mastercard Inc Class A 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 PSA Public Storage REIT 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 DGRO iShares Core Dividend Growth ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ISRG Intuitive Surgical 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 NXPI NXP Semiconductors NV 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 EQH Equitable Holdings Inc 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CIBR First Trust Nasdaq CYBRSCRTY ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MOAT Vaneck Morningstar Wide Moat ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ASML Asml Holding NV ADR 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 KIM Kimco Realty Corp REIT 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SMH Vaneck Semiconductor ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GNMA iShares GNMA Bond ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 BNDX Vanguard Total International BND ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 EMNT PIMCO Enhanced Short Maturity Active Esg ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SNAP Snap Inc Class A 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 TREX Trex Co Inc 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 MLN Vaneck Long Muni ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 FEZ SPDR Euro Stoxx 50 ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SDVY First Trust Smid Cap Rising Divi ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HYD Vaneck High Yield Muni ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 GOOGL Alphabet Inc. Class A 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 GME Gamestop Corp Class A 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 VHT Vanguard Health Care ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 USHY iShares Broad Usd HG YLD CRP BND ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 FDN First Trust Internet Index CF ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 V Visa Inc 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 COIN Coinbase Global Inc Class A 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 TSE Trinseo PLC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 HYMB SPDR Nuveen BLMG HG YL MP BND ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 GOVT iShares U.S. Treasury Bond ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 IEUR ISHARES CORE MSCI EUROPE ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SMB Vaneck Short Muni ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 PLD Prologis Inc. REIT 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 PYPL Paypal Holdings Incorpor 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 BRK-B Berkshire Hathaway Class B 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 TAN Invesco Solar ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 PHO Invesco Water Resources ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 BKNG Booking Holdings Inc 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 BOND PIMCO Active Bond ETF 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 HDV iShares Core High Dividend ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %