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Keystone Financial Group

Latest statistics and disclosures from Keystone Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, SPLG, SPYG, VTI, and represent 26.57% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$40M), TSLA (+$20M), VFLO (+$17M), META (+$12M), AMZN (+$9.4M), JPM (+$8.0M), NVDA (+$7.4M), TOTL (+$7.0M), BUFR (+$6.6M), BIDD (+$5.2M).
Started 38 new stock positions in CORP, NXPI, FTV, BIDD, SONO, ACHR, GRAB, UAL, BTC, DDD.
Reduced shares in these 10 stocks: SPYV (-$15M), VOO, SPY, LLY, IP, CFO, BINC, Lam Research Corporation, PDD, TIP.
Sold out of its positions in AFL, AMAT, DNMR, SPXS, FSIG, Grayscale Bitcoin Mini Trust BTC, HSY, PDN, Bsco etf, TIP. EFG, KNX, Lam Research Corporation, RODM, PDD, PSTX, SRLN, TIPX, ANGL, VBK, CPA.
Keystone Financial Group was a net buyer of stock by $218M.
Keystone Financial Group has $1.0B in assets under management (AUM), dropping by 30.10%.
Central Index Key (CIK): 0001729299

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 390 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	8.8	$89M	+79%	360k	248.20	View chart
SPDR S&P MF Closed and MF Open (SPY)	7.2	$73M	-2%	125k	586.08	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	4.2	$43M		622k	68.94	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	3.3	$34M	+3%	385k	87.90	View chart
Vanguard Total Stock Market Etf Etf (VTI)	3.0	$31M	+3%	106k	289.81	View chart
Tesla Common Stock (TSLA)	3.0	$30M	+193%	83k	361.18	View chart
Nvidia Corp Common Stock (NVDA)	2.8	$28M	+35%	211k	133.49	View chart
Amazon Common Stock (AMZN)	2.0	$21M	+83%	93k	223.73	View chart
Microsoft Corp Common Stock (MSFT)	2.0	$21M	+4%	49k	421.04	View chart
Meta Platforms Inc Class A Common Stock (META)	2.0	$21M	+127%	31k	664.06	View chart
Palantir Technologies Inclass A Common Stock (PLTR)	1.8	$18M	+7%	243k	75.74	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.8	$18M	-11%	34k	538.81	View chart
Victory Victoryshares MF Closed and MF Open (VFLO)	1.8	$18M	+1352%	525k	34.09	View chart
Blackrock Ishares MF Closed and MF Open (DYNF)	1.7	$17M	+26%	340k	51.25	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	1.7	$17M	+7%	299k	57.27	View chart
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A)	1.5	$15M	+29%	22.00	686960.91	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	1.5	$15M	+7%	33k	454.50	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.4	$14M	+139%	53k	260.27	View chart
Vanguard Value Etf Etf (VTV)	1.1	$11M		64k	169.30	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.9	$9.1M		18k	511.22	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.9	$9.1M	+51%	126k	71.91	View chart
Advanced Micro Common Stock (AMD)	0.8	$8.5M	+88%	73k	116.55	View chart
First Trust MF Closed and MF Open (BUFR)	0.8	$7.8M	+596%	254k	30.47	View chart
Spdr Doubleline Ttl Rtrnttcl Etf Etf (TOTL)	0.7	$7.6M	+1140%	192k	39.42	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.7	$7.2M	+6%	38k	190.22	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.7	$6.9M		17k	410.45	View chart
Procter & Gamble Common Stock (PG)	0.7	$6.9M	+13%	41k	167.87	View chart
Ishares Core MF Closed and MF Open (IVV)	0.7	$6.8M		12k	588.65	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$6.5M	+69%	44k	148.99	View chart
T Rowe MF Closed and MF Open (TCAF)	0.6	$6.5M	+6%	195k	33.27	View chart
Ishares Currency MF Closed and MF Open (HEFA)	0.6	$6.2M	+8%	177k	34.75	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.6	$6.1M		31k	195.83	View chart
Victoryshares Us MF Closed and MF Open (CFO)	0.6	$6.0M	-10%	87k	68.94	View chart
Lowes Cos Common Stock (LOW)	0.6	$6.0M	+69%	24k	248.43	View chart
Mcdonalds Corp Common Stock (MCD)	0.6	$5.9M	+132%	20k	300.38	View chart
Exxon Mobil Corp Common Stock (XOM)	0.5	$5.5M		51k	107.57	View chart
Seagate Technology Hld F Common Stock (STX)	0.5	$5.4M	+349%	56k	96.50	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.5	$5.3M	+4%	28k	189.11	View chart
At&t Common Stock (T)	0.5	$5.3M	+196%	217k	24.53	View chart
Vanguard S&p MF Closed and MF Open (VOOG)	0.5	$5.2M		14k	366.06	View chart
Blackrock Intl MF Closed and MF Open (BIDD)	0.5	$5.2M	NEW	209k	24.67	View chart
Ishares Msci MF Closed and MF Open (IQLT)	0.5	$5.1M	+336%	137k	37.12	View chart
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)	0.5	$5.1M	+117%	29k	178.27	View chart
Vanguard Small MF Closed and MF Open (VB)	0.5	$4.9M	+2%	20k	240.28	View chart
Ishares Msci Usa Momntumfct Etf Etf (MTUM)	0.5	$4.8M	+333%	23k	207.52	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.5	$4.7M		18k	264.12	View chart
Vaneck Long Muni Etf Etf (MLN)	0.4	$4.6M	+402%	258k	17.70	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.4	$4.5M	-4%	35k	128.62	View chart
Abbott Laboratories Common Stock (ABT)	0.4	$4.5M	+118%	37k	122.76	View chart
Spdr S&p Midcap 400 Etf Iv Etf (MDY)	0.4	$4.5M	+31%	7.9k	571.85	View chart
Boeing Company Common Stock (BA)	0.4	$4.4M	+114%	24k	182.51	View chart
Chipotle Mexican Grill I Common Stock (CMG)	0.4	$4.3M	+152%	74k	58.49	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.4	$4.2M	+309%	55k	76.12	View chart
Home Depot Common Stock (HD)	0.4	$4.1M	+71%	10k	396.51	View chart
Vaneck Cef Muni Income Etf Etf (XMPT)	0.4	$4.1M	+545%	189k	21.80	View chart
Vanguard S&p MF Closed and MF Open (VOOV)	0.4	$4.0M		22k	184.51	View chart
Ishares Msci Usa Min Volfctr Etf Etf (USMV)	0.4	$3.8M	+8%	43k	88.86	View chart
Spdr Nuveen Blmg Hg Yl Mp Bnd Etf Etf (SHM)	0.4	$3.8M	+2238%	144k	26.46	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	0.4	$3.8M	+10%	144k	26.19	View chart
Wells Fargo & C 7.5 Pfdconv Ser L Preferred Stock (WFC.PL)	0.4	$3.7M	+19%	3.1k	1194.23	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.3	$3.4M		55k	61.34	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.3	$3.3M	-81%	65k	51.14	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.3	$3.3M	+4%	59k	55.45	View chart
Disney Walt Common Stock (DIS)	0.3	$3.3M	+207%	30k	109.23	View chart
Abbvie Common Stock (ABBV)	0.3	$3.2M		18k	177.70	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.3	$3.2M		18k	175.23	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.3	$3.1M		29k	105.50	View chart
Spdr Dow Jones Industrial Avrg Etf Etf (DIA)	0.3	$2.9M		6.9k	426.27	View chart
First Trust MF Closed and MF Open (GRID)	0.3	$2.9M	+13%	24k	119.34	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$2.9M	-2%	25k	115.22	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.3	$2.8M		27k	106.04	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.3	$2.8M	+9%	128k	21.55	View chart
Nike Inc Class B Common Stock (NKE)	0.3	$2.7M	+271%	38k	73.32	View chart
Merck & Company Common Stock (MRK)	0.3	$2.7M		27k	98.96	View chart
Sector Energy MF Closed and MF Open (XLE)	0.3	$2.7M		32k	85.66	View chart
Blackrock Ishares MF Closed and MF Open (BINC)	0.3	$2.7M	-18%	51k	52.02	View chart
Pepsico Common Stock (PEP)	0.3	$2.7M		18k	151.96	View chart
Netflix Common Stock (NFLX)	0.3	$2.7M	+25%	2.9k	913.99	View chart
RH Common Stock (RH)	0.3	$2.6M	+302%	7.0k	379.02	View chart
Sector Financial MF Closed and MF Open (XLF)	0.3	$2.6M		54k	48.33	View chart
Eli Lilly And Common Stock (LLY)	0.2	$2.5M	-33%	3.2k	787.96	View chart
Chevron Corp Common Stock (CVX)	0.2	$2.4M	+7%	17k	144.84	View chart
Sector Technology MF Closed and MF Open (XLK)	0.2	$2.4M	+50%	10k	232.52	View chart
Visa Common Stock (V)	0.2	$2.3M		7.3k	316.05	View chart
Victoryshares U S MF Closed and MF Open (CDC)	0.2	$2.3M	-5%	37k	62.58	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$2.3M		38k	59.14	View chart
Lincoln Natl Corp Ind Common Stock (LNC)	0.2	$2.2M	+462%	60k	37.75	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.2	$2.2M	-5%	26k	84.91	View chart
First Trust MF Closed and MF Open (SDVY)	0.2	$2.2M	+10%	61k	35.85	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$2.1M		17k	127.59	View chart
Ishares Global Tech Etf Etf (IXN)	0.2	$2.1M	-5%	25k	84.75	View chart
Philip Morris Intl Common Stock (PM)	0.2	$2.1M	+3%	17k	121.47	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.2	$2.0M	+7%	7.7k	266.72	View chart
Walmart Common Stock (WMT)	0.2	$2.0M	+6%	22k	90.35	View chart
The Coca-cola Common Stock (KO)	0.2	$1.9M		30k	62.26	View chart
First Trust MF Closed and MF Open (FMB)	0.2	$1.9M	+3%	37k	51.01	View chart
Pfizer Common Stock (PFE)	0.2	$1.8M		70k	26.53	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.2	$1.8M	+262%	66k	27.87	View chart
Broadcom Common Stock (AVGO)	0.2	$1.7M	+10%	7.5k	231.85	View chart
Ishares Core MF Closed and MF Open (AGG)	0.2	$1.7M	+392%	18k	96.90	View chart
Ishares Msci Eafe Growthetf Etf (IEFA)	0.2	$1.7M		24k	70.86	View chart
Intl Paper Common Stock (IP)	0.2	$1.7M	-31%	31k	53.82	View chart
Industrial Select MF Closed and MF Open (XLI)	0.2	$1.6M	+156%	12k	131.76	View chart
Cisco Sys Common Stock (CSCO)	0.1	$1.5M		26k	59.24	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$1.5M	+669%	7.8k	192.53	View chart
Vanguard Information Technolo Etf Iv Etf (VGT)	0.1	$1.5M	+11%	2.4k	622.35	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$1.4M		22k	62.31	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$1.4M	-2%	9.9k	139.35	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$1.4M	+2%	14k	101.06	View chart
Norfolk Southern Common Stock (NSC)	0.1	$1.4M		5.8k	234.70	View chart
Draftkings Inc New Class A Common Stock (DKNG)	0.1	$1.4M	+171%	32k	42.38	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$1.3M	+16%	2.6k	508.04	View chart
United Parcel Svc Inc Class B Common Stock (UPS)	0.1	$1.3M	+27%	11k	123.80	View chart
First Trust MF Closed and MF Open (NFTY)	0.1	$1.3M	NEW	24k	55.99	View chart
Bank America Common Stock (BAC)	0.1	$1.3M	-2%	30k	43.95	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.1	$1.3M		25k	52.22	View chart
Unilever Common Stock (UL)	0.1	$1.2M		22k	56.70	View chart
Select Utilities MF Closed and MF Open (XLU)	0.1	$1.2M	+5%	16k	75.69	View chart
Airbnb Common Stock (ABNB)	0.1	$1.2M	+114%	8.8k	136.32	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$1.2M	+108%	2.6k	462.95	View chart
Capital Group MF Closed and MF Open (CGUS)	0.1	$1.2M	NEW	34k	34.97	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.1	$1.2M	-5%	3.4k	343.42	View chart
Spdr S&p 500 Etf Iv Etf (SPYX)	0.1	$1.2M	NEW	2.0k	603.36	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.1	$1.2M	-2%	24k	49.96	View chart
Marathon Petroleum Common Stock (MPC)	0.1	$1.2M		8.3k	139.49	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.1	$1.1M	+4%	11k	99.15	View chart
Ge Aerospace Common Stock (GE)	0.1	$1.1M		6.7k	166.78	View chart
Duke Energy Common Stock (DUK)	0.1	$1.1M		10k	107.74	View chart
Ishares Core S&p Small Cap Etf Etf (XJR)	0.1	$1.1M	NEW	9.5k	115.60	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.1	$1.1M		5.1k	215.50	View chart
First Trust MF Closed and MF Open (FTCS)	0.1	$1.1M		13k	87.82	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.1M	+2%	6.5k	166.63	View chart
Victoryshares Dividend MF Closed and MF Open (VSDA)	0.1	$1.1M	+4%	21k	50.83	View chart
Vanguard Us MF Closed and MF Open (VFMV)	0.1	$1.1M		8.9k	120.51	View chart
Southern Company Common Stock (SO)	0.1	$1.1M	+18%	13k	82.32	View chart
Nextera Energy Common Stock (NEE)	0.1	$1.1M	+8%	15k	71.60	View chart
3m Company Common Stock (MMM)	0.1	$1.1M		8.3k	129.21	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$1.1M	+8%	24k	43.64	View chart
Intl Business Common Stock (IBM)	0.1	$1.0M	+31%	4.7k	219.82	View chart
Qualcomm Common Stock (QCOM)	0.1	$1.0M		6.8k	153.61	View chart
Diageo Common Stock (DEO)	0.1	$1.0M	+13%	8.1k	127.13	View chart
Fedex Corp Common Stock (FDX)	0.1	$998k	+157%	3.7k	268.97	View chart
Virtus MF Closed and MF Open (NIE)	0.1	$992k		40k	24.66	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.1	$980k		7.1k	137.58	View chart
Verizon Communications I Common Stock (VZ)	0.1	$979k	+3%	25k	40.00	View chart
Ollies Bargain Outlet Hl Common Stock (OLLI)	0.1	$964k	+275%	9.2k	104.41	View chart
Costco Wholesale Common Stock (COST)	0.1	$962k	+36%	1.1k	916.43	View chart
First Trust MF Closed and MF Open (FV)	0.1	$954k		16k	59.06	View chart
Vanguard Us MF Closed and MF Open (VFVA)	0.1	$949k	-4%	8.0k	118.37	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$947k	+2%	20k	47.82	View chart
Tjx Cos Common Stock (TJX)	0.1	$920k	+192%	7.5k	123.25	View chart
Illinois Tool Common Stock (ITW)	0.1	$903k		3.6k	253.54	View chart
Teva Pharmaceutical Common Stock (TEVA)	0.1	$885k	-3%	40k	22.04	View chart
Barrick Gold Common Stock (GOLD)	0.1	$874k		56k	15.50	View chart
Spdr Series MF Closed and MF Open (MDYV)	0.1	$861k		11k	80.20	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SLYV)	0.1	$859k	+6%	10k	84.49	View chart
American Electric Common Stock (AEP)	0.1	$854k	+2%	9.3k	92.23	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	0.1	$848k		17k	50.47	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.1	$837k		15k	57.41	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$832k		46k	18.22	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$830k	+6%	11k	78.61	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.1	$826k	+2%	24k	34.13	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.1	$822k	+8%	8.9k	92.72	View chart
Artisan Partners Common Stock (APAM)	0.1	$814k		19k	43.05	View chart
Becton Dickinson Common Stock (BDX)	0.1	$802k	-8%	3.5k	226.87	View chart
Deere & Co Common Stock (DE)	0.1	$761k		1.8k	423.65	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$746k		7.2k	103.29	View chart
Dnp Select MF Closed and MF Open (DNP)	0.1	$743k		84k	8.82	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$727k	+58%	2.1k	342.16	View chart
Spdr Nuveen MF Closed and MF Open (HYMB)	0.1	$709k	+2%	28k	25.58	View chart
Coinbase Global Common Stock (COIN)	0.1	$694k		2.8k	248.30	View chart
Vanguard Mega Cap Growthetf Etf (MGV)	0.1	$693k		5.6k	124.91	View chart
Csx Corp Common Stock (CSX)	0.1	$690k	+32%	21k	32.27	View chart
Kroger Common Stock (KR)	0.1	$688k	+24%	11k	61.97	View chart
Dominion Energy Common Stock (D)	0.1	$687k	+2%	13k	53.91	View chart
Ishares Msci Usa Size Factor Etf Etf (SIZE)	0.1	$682k	+9%	4.6k	148.91	View chart
Vanguard Russell MF Closed and MF Open (VTHR)	0.1	$679k		2.6k	259.74	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.1	$675k	-3%	9.6k	70.00	View chart
Albemarle Corp Preferred Stock (ALB.PA)	0.1	$670k	-15%	17k	40.69	View chart
Enbridge Common Stock (ENB)	0.1	$656k		16k	42.43	View chart
First Trust MF Closed and MF Open (EMLP)	0.1	$656k		18k	35.65	View chart
Capital Group MF Closed and MF Open (CGDV)	0.1	$646k	+42%	18k	35.26	View chart
British Amern Common Stock (BTI)	0.1	$643k		18k	36.32	View chart
Mastercard Common Stock (MA)	0.1	$641k		1.2k	526.40	View chart
Blackstone Common Stock (BX)	0.1	$632k	-9%	3.7k	172.40	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$626k	-3%	2.3k	269.70	View chart
Elevance Health Common Stock (ELV)	0.1	$625k	+22%	1.7k	372.00	View chart
First Trust MF Closed and MF Open (FDL)	0.1	$615k		15k	40.26	View chart
RBB MF Closed and MF Open (TMFC)	0.1	$612k		10k	60.12	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.1	$606k	NEW	11k	53.05	View chart
Axon Enterprise Common Stock (AXON)	0.1	$597k	NEW	938.00	635.96	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$592k	-2%	13k	44.04	View chart
Community Tr Bancorp Common Stock (CTBI)	0.1	$571k	NEW	11k	54.47	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Common Stock (TSM)	0.1	$565k	+15%	2.9k	197.86	View chart
Fidelity National Common Stock (FIS)	0.1	$564k		7.0k	80.77	View chart
Spdr Gold Common Stock (GLD)	0.1	$560k	+4%	2.3k	242.13	View chart
American Express Common Stock (AXP)	0.1	$550k	+9%	1.9k	296.87	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.1	$547k	+17%	2.6k	210.47	View chart
Ishares Total Us Stock Market Etf Etf (IUSB)	0.1	$545k	+15%	8.9k	61.20	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$543k	+2%	9.2k	58.93	View chart
Ishares Us Treasury Bondetf Etf (GOVT)	0.1	$541k	+12%	24k	22.92	View chart
Ge Vernova Common Stock (GEV)	0.1	$535k	-5%	1.6k	328.85	View chart
Victoryshares Us MF Closed and MF Open (CDL)	0.1	$532k	-9%	8.1k	65.33	View chart
Ishares 20 Pls Year Treasury Bnd Etf Etf (TLT)	0.1	$532k	+60%	6.1k	87.33	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$530k	-20%	7.5k	70.44	View chart
U S Bancorp De Common Stock (USB)	0.1	$529k	-4%	11k	47.83	View chart
Waste Management Common Stock (WM)	0.1	$526k	+15%	2.6k	201.76	View chart
Spdr Ssga MF Closed and MF Open (RLY)	0.1	$525k		19k	27.02	View chart
Ishares Gold Common Stock (IAU)	0.1	$521k	NEW	11k	49.51	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$518k		6.5k	80.27	View chart
Travelers Cos Common Stock (TRV)	0.1	$510k		2.1k	240.95	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.0	$508k		5.1k	100.34	View chart
Salesforce Common Stock (CRM)	0.0	$504k		1.5k	334.32	View chart
Bank New York Mellon Cor Common Stock (BK)	0.0	$498k		6.5k	76.83	View chart
Altria Group Common Stock (MO)	0.0	$496k	+8%	9.5k	52.29	View chart
Global X MF Closed and MF Open (BOTZ)	0.0	$486k	+8%	15k	31.95	View chart
Linde Common Stock (LIN)	0.0	$478k		1.1k	418.76	View chart
Ishares National MF Closed and MF Open (MUB)	0.0	$475k	+14%	4.5k	106.55	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$475k		4.9k	96.52	View chart
Ishares Core S&p 500 Etf Iv Etf (IVE)	0.0	$470k	NEW	775.00	606.21	View chart
Global X MF Closed and MF Open (AIQ)	0.0	$463k	+19%	12k	38.64	View chart
Ecolab Common Stock (ECL)	0.0	$460k		2.0k	234.37	View chart
Proshares Trust MF Closed and MF Open (NOBL)	0.0	$460k	+26%	4.6k	99.55	View chart
Janus Detroit MF Closed and MF Open (JAAA)	0.0	$460k	+10%	9.1k	50.71	View chart
First Trust MF Closed and MF Open (FVC)	0.0	$460k	-8%	13k	36.55	View chart
Thermo Fisher Common Stock (TMO)	0.0	$457k	+3%	878.00	520.32	View chart
Realty Income Common Stock (O)	0.0	$454k	-6%	8.5k	53.41	View chart
Royal Caribbean Common Stock (RCL)	0.0	$452k	+29%	2.0k	230.69	View chart
Capital Group MF Closed and MF Open (CGGR)	0.0	$449k	NEW	12k	37.17	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$448k	+16%	7.9k	56.52	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.0	$443k	-3%	6.2k	71.44	View chart
Spdr Tips MF Closed and MF Open (SPIP)	0.0	$441k	-19%	17k	25.31	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.0	$433k	-5%	1.8k	242.15	View chart
Lam Resh Corp Common Stock (LRCX)	0.0	$432k	NEW	5.9k	73.07	View chart
FS KKR Common Stock (FSK)	0.0	$431k	-4%	20k	21.72	View chart
Ishares Silver Common Stock (SLV)	0.0	$427k		16k	26.33	View chart
Victoryshares Core MF Closed and MF Open (UITB)	0.0	$426k	+12%	9.3k	45.96	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$422k		2.1k	198.18	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.0	$419k	+11%	9.3k	44.87	View chart
Vistra Corp Common Stock (VST)	0.0	$416k	NEW	3.0k	137.87	View chart
Kellanova Common Stock (K)	0.0	$415k		5.1k	80.98	View chart
First Trust MF Closed and MF Open (FDN)	0.0	$414k		1.7k	243.17	View chart
Allstate Corp Common Stock (ALL)	0.0	$412k		2.1k	192.76	View chart
Pimco Strategic MF Closed and MF Open (RCS)	0.0	$407k		53k	7.62	View chart
Spdr Series MF Closed and MF Open (XNTK)	0.0	$407k		2.0k	201.82	View chart
Alliancebernstein Hld Unit Ltd Partn (AB)	0.0	$407k	NEW	12k	35.41	View chart
Kimberly Clark Common Stock (KMB)	0.0	$404k		3.1k	131.06	View chart
Turning Point Common Stock (TPB)	0.0	$401k	-16%	6.7k	60.10	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	0.0	$400k	-19%	6.0k	67.03	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	0.0	$400k	+20%	14k	29.01	View chart
Ameriprise Finl Common Stock (AMP)	0.0	$398k	NEW	756.00	527.01	View chart
Vanguard Extended Marketetf MF Closed and MF Open (VXF)	0.0	$392k	+5%	2.0k	191.36	View chart
Wisdomtree Emerging MF Closed and MF Open (XSOE)	0.0	$390k	-8%	13k	30.48	View chart
Amgen Common Stock (AMGN)	0.0	$381k		1.5k	260.64	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.0	$377k		1.7k	224.29	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.0	$376k	-10%	5.2k	72.51	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.0	$375k	-2%	5.3k	70.71	View chart
First Trust MF Closed and MF Open (FXD)	0.0	$369k	+26%	5.7k	64.63	View chart
Kla Corp Common Stock (KLAC)	0.0	$368k		583.00	630.36	View chart
Welltower Common Stock (WELL)	0.0	$367k		2.9k	126.03	View chart
Ishares Msci MF Closed and MF Open (ACWV)	0.0	$367k		3.4k	109.21	View chart
Tempur Sealy Common Stock (SGI)	0.0	$364k	-13%	6.4k	56.69	View chart
Sherwin-williams Common Stock (SHW)	0.0	$362k	NEW	1.0k	349.32	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$361k	-33%	3.6k	101.54	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$361k	NEW	2.7k	134.55	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.0	$361k	-32%	7.3k	49.55	View chart
Marriott Intl Common Stock (MAR)	0.0	$355k	-11%	1.3k	279.03	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.0	$354k		7.1k	50.13	View chart
First Trust MF Closed and MF Open (FIXD)	0.0	$353k		8.2k	42.97	View chart
Alps Sector MF Closed and MF Open (SDOG)	0.0	$352k	-2%	6.2k	56.51	View chart
Alps Alerian MF Closed and MF Open (AMLP)	0.0	$350k	-2%	7.3k	48.16	View chart
Adobe Common Stock (ADBE)	0.0	$350k	+99%	783.00	446.53	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.0	$344k	+3%	13k	27.38	View chart
Caterpillar Common Stock (CAT)	0.0	$343k		946.00	362.64	View chart
Iron Mountain Common Stock (IRM)	0.0	$334k	-24%	3.2k	105.10	View chart
Nxp Semiconductors N V F Common Stock (NXPI)	0.0	$329k	NEW	1.5k	214.75	View chart
Ishares Aaa MF Closed and MF Open (QLTA)	0.0	$328k	+41%	7.0k	46.79	View chart
Emerson Electric Common Stock (EMR)	0.0	$328k		2.6k	123.95	View chart
Citigroup Common Stock (C)	0.0	$327k		4.6k	70.38	View chart
Vanguard Mega MF Closed and MF Open (MGC)	0.0	$324k	+4%	1.5k	212.72	View chart
Invesco Bulletshares MF Closed and MF Open (BSCP)	0.0	$322k	+19%	16k	20.65	View chart
Air Products Common Stock (APD)	0.0	$321k		1.1k	290.03	View chart
Mondelez Intl Inc Class A Common Stock (MDLZ)	0.0	$320k	+5%	5.4k	59.77	View chart
Kkr & Co Common Stock (KKR)	0.0	$320k	-3%	2.2k	147.94	View chart
GSK Common Stock (GSK)	0.0	$317k		9.4k	33.82	View chart
Sylvamo Corp Common Stock (SLVM)	0.0	$316k		4.0k	79.02	View chart
Brown Forman Corp Cl B Common Stock (BF.B)	0.0	$315k	+17%	8.3k	37.98	View chart
Target Corp Common Stock (TGT)	0.0	$315k	+29%	2.3k	135.16	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$314k	NEW	7.3k	42.99	View chart
Conocophillips Common Stock (COP)	0.0	$313k	+33%	3.2k	99.17	View chart
Spdr Series MF Closed and MF Open (XES)	0.0	$312k		4.0k	78.92	View chart
SPDR S&P MF Closed and MF Open (VLU)	0.0	$306k	+5%	1.7k	184.04	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$304k	+19%	5.0k	60.86	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$300k	+100%	16k	18.50	View chart
Invesco Dorsey MF Closed and MF Open (PDP)	0.0	$298k		2.8k	107.61	View chart
Wec Energy Common Stock (WEC)	0.0	$298k		3.2k	94.03	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$298k		1.2k	253.62	View chart
Pacer Data MF Closed and MF Open (SRVR)	0.0	$297k	-3%	9.9k	29.98	View chart
First Trust MF Closed and MF Open (KNG)	0.0	$297k	+35%	5.9k	50.21	View chart
First Trust MF Closed and MF Open (MDIV)	0.0	$296k	-3%	18k	16.15	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$296k		6.8k	43.50	View chart
Honeywell Intl Common Stock (HON)	0.0	$295k		1.3k	225.89	View chart
First Trust MF Closed and MF Open (CIBR)	0.0	$294k		4.6k	63.45	View chart
Logitech Intl Common Stock (LOGI)	0.0	$292k		3.6k	82.35	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$292k	-2%	3.3k	89.08	View chart
Anheuser Busch Common Stock (BUD)	0.0	$282k	-21%	5.6k	50.07	View chart
Capital Group MF Closed and MF Open (CGMU)	0.0	$280k	+30%	10k	26.92	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$279k	-6%	1.1k	253.72	View chart
Oneok Common Stock (OKE)	0.0	$272k		2.7k	100.42	View chart
Kenvue Common Stock (KVUE)	0.0	$272k	+4%	13k	21.35	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$272k		677.00	401.38	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.0	$271k	-4%	2.4k	115.19	View chart
Pimco Invest Grade Corp Bnd Idx Etf MF Closed and MF Open (CORP)	0.0	$269k	NEW	2.8k	95.11	View chart
Spdr Port MF Closed and MF Open (SPEU)	0.0	$267k		6.7k	39.84	View chart
TCW TR MF Closed and MF Open (FLXR)	0.0	$266k	NEW	6.9k	38.68	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.0	$265k	+12%	5.9k	44.92	View chart
Schlumberger Common Stock (SLB)	0.0	$265k		6.9k	38.34	View chart
Yum Brands Common Stock (YUM)	0.0	$263k	+12%	2.0k	134.16	View chart
Goldman Sachs Common Stock (GS)	0.0	$263k	NEW	458.00	573.18	View chart
Shopify Inc Fclass A Common Stock (SHOP)	0.0	$258k	NEW	2.2k	115.11	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Common Stock (BP)	0.0	$257k	-23%	8.7k	29.56	View chart
Constellation Energy Common Stock (CEG)	0.0	$257k		1.1k	223.71	View chart
Super Micro Common Stock (SMCI)	0.0	$252k	NEW	8.3k	30.48	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$251k	+215%	9.2k	27.32	View chart
Spdr High MF Closed and MF Open (SPHY)	0.0	$248k		11k	23.47	View chart
Championx Corp Common Stock (CHX)	0.0	$248k	+31%	9.1k	27.19	View chart
Cencora Common Stock (COR)	0.0	$247k	+3%	1.1k	225.23	View chart
Blackrock Science MF Closed and MF Open (BST)	0.0	$246k		6.7k	36.56	View chart
Hercules Capital MF Closed and MF Open (HTGC)	0.0	$245k	NEW	12k	20.09	View chart
Global X MF Closed and MF Open (MLPA)	0.0	$245k		5.0k	49.41	View chart
Intel Corp Common Stock (INTC)	0.0	$243k	-9%	12k	20.05	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$241k	+12%	4.9k	49.05	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$240k		3.6k	66.13	View chart
Newell Brands Common Stock (NWL)	0.0	$239k	-8%	24k	9.96	View chart
Vanguard S&p MF Closed and MF Open (IVOV)	0.0	$238k		2.5k	95.54	View chart
Hartford Financial Common Stock (HIG)	0.0	$237k		2.2k	109.40	View chart
Victoryshares Us MF Closed and MF Open (CSF)	0.0	$235k	-6%	4.3k	54.87	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.0	$235k		4.7k	50.33	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.0	$234k	+8%	2.6k	89.35	View chart
Albemarle Corp Common Stock (ALB)	0.0	$234k	-45%	2.7k	86.07	View chart
Vanguard Global MF Closed and MF Open (VNQI)	0.0	$230k	-3%	5.8k	39.56	View chart
Bristol Myers Common Stock (BMY)	0.0	$229k	NEW	4.0k	56.56	View chart
Solventum Corp Common Stock (SOLV)	0.0	$229k		3.5k	66.09	View chart
Illumina Common Stock (ILMN)	0.0	$227k		1.7k	133.63	View chart
Corning Common Stock (GLW)	0.0	$227k	-6%	4.8k	47.52	View chart
Invesco Common Stock (IVZ)	0.0	$226k		13k	17.48	View chart
Global X MF Closed and MF Open (PFFD)	0.0	$226k		12k	19.51	View chart
Spdr Bloomberg MF Closed and MF Open (JNK)	0.0	$223k		2.3k	95.46	View chart
Fortive Corp Common Stock (FTV)	0.0	$219k	NEW	2.9k	75.00	View chart
Sonos Common Stock (SONO)	0.0	$218k	NEW	16k	13.31	View chart
Ati Common Stock (ATI)	0.0	$217k	+5%	4.0k	55.04	View chart
Southern Copper Common Stock (SCCO)	0.0	$217k		2.4k	91.13	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$217k		183.00	1185.79	View chart
Ishares P MF Closed and MF Open (PFF)	0.0	$217k	-22%	6.9k	31.44	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$215k	-2%	2.4k	91.60	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$215k	NEW	3.4k	63.34	View chart
India Fund MF Closed and MF Open (IFN)	0.0	$212k	-9%	13k	15.75	View chart
United Airlines Common Stock (UAL)	0.0	$212k	NEW	2.2k	97.10	View chart
Novo Nordisk Common Stock (NVO)	0.0	$211k	-16%	2.5k	86.03	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.0	$211k		2.6k	79.98	View chart
First Trust MF Closed and MF Open (FPE)	0.0	$210k	+7%	12k	17.70	View chart
Schwab Charles Common Stock (SCHW)	0.0	$208k	NEW	2.8k	74.01	View chart
Rtx Corp Common Stock (RTX)	0.0	$207k		1.8k	115.74	View chart
Ishares U S MF Closed and MF Open (LRGF)	0.0	$206k		3.4k	60.35	View chart
Invesco Bulletshares MF Closed and MF Open (BSCQ)	0.0	$205k	NEW	11k	19.43	View chart
Victoryshares Intl MF Closed and MF Open (CIL)	0.0	$205k	-9%	4.9k	41.81	View chart
Ppl Corp Common Stock (PPL)	0.0	$204k		6.3k	32.46	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$204k		2.6k	78.17	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.0	$202k		4.2k	48.42	View chart
Haleon Common Stock (HLN)	0.0	$202k		21k	9.54	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.0	$202k	-22%	4.0k	50.43	View chart
Medtronic Common Stock (MDT)	0.0	$202k	+2%	2.5k	79.87	View chart
Targa Resources Common Stock (TRGP)	0.0	$202k	NEW	1.1k	178.53	View chart
Nov Common Stock (NOV)	0.0	$191k	-9%	13k	14.60	View chart
Warner Bros Discovery In Common Stock (WBD)	0.0	$168k	NEW	17k	10.10	View chart
Ford Mtr Co Del Common Stock (F)	0.0	$164k	-8%	17k	9.88	View chart
Blackstone Strategic MF Closed and MF Open (BGB)	0.0	$162k	-5%	13k	12.23	View chart
Cohen & Steers MF Closed and MF Open (RQI)	0.0	$162k		13k	12.24	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$145k	+156%	27k	5.31	View chart
Airgain Common Stock (AIRG)	0.0	$140k		20k	7.06	View chart
Pimco Corporate MF Closed and MF Open (PCN)	0.0	$134k		10k	13.42	View chart
The Realreal Common Stock (REAL)	0.0	$109k		10k	10.93	View chart
Archer Aviation Common Stock (ACHR)	0.0	$108k	NEW	11k	9.75	View chart
Caribou Biosciences Common Stock (CRBU)	0.0	$72k	NEW	45k	1.59	View chart
Grab Holdings Common Stock (GRAB)	0.0	$72k	NEW	15k	4.72	View chart
3d Sys Corp Del Common Stock (DDD)	0.0	$54k	NEW	13k	4.10	View chart
Amc Entertainment Common Stock (AMC)	0.0	$49k		12k	3.98	View chart
Veru Common Stock (VERU)	0.0	$21k		32k	0.65	View chart
Inovio Pharmaceuticals Common Stock (INO)	0.0	$18k		10k	1.83	View chart
Editas Medicine Common Stock (EDIT)	0.0	$18k		14k	1.27	View chart

Past Filings by Keystone Financial Group

SEC 13F filings are viewable for Keystone Financial Group going back to 2017

Keystone Financial Group 2024 Q3 restated filed Feb. 19, 2025
Keystone Financial Group 2024 Q3 restated filed Feb. 18, 2025
Keystone Financial Group 2024 Q4 filed Feb. 13, 2025
Keystone Financial Group 2024 Q3 amended filed Feb. 13, 2025
Keystone Financial Group 2024 Q3 filed Nov. 12, 2024
Keystone Financial Group 2024 Q2 filed July 31, 2024
Keystone Financial Group 2024 Q1 filed May 8, 2024
Keystone Financial Group 2023 Q4 filed Feb. 9, 2024
Keystone Financial Group 2023 Q3 filed Nov. 6, 2023
Keystone Financial Group 2023 Q2 filed Aug. 7, 2023
Keystone Financial Group 2022 Q4 filed Feb. 7, 2023
Keystone Financial Group 2022 Q3 filed Nov. 10, 2022
Keystone Financial Group 2022 Q2 filed Aug. 5, 2022
Keystone Financial Group 2022 Q1 filed May 13, 2022
Keystone Financial Group 2021 Q4 filed Feb. 11, 2022
Keystone Financial Group 2021 Q3 filed Nov. 12, 2021

View all past filings

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