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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, MSFT, NVDA, BRK.B, BRK.A, and represent 36.93% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: AVGO, PLTR, LLY, CRWD, SO, DE, PFE, BRK.B, ALB.PA, CVX.
Started 13 new stock positions in SBUX, HSY, GEHC, AIRG, Grayscale Bitcoin Mini Trust BTC, ORLY, RTX, ILMN, CHX, EDIT. AFL, CRWD, SOLV.
Reduced shares in these 10 stocks: AAPL, NVDA, META, AMZN, IBCP, ARWR, BA, WBA, F, MCD.
Sold out of its positions in ARWR, FFIE, IBCP, VOD, WBA.
Keystone Financial Group was a net buyer of stock by $5.4M.
Keystone Financial Group has $303M in assets under management (AUM), dropping by 8.50%.
Central Index Key (CIK): 0001729299

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 177 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	15.5	$47M		201k	233.00	View chart
Microsoft Corp Common Stock (MSFT)	6.7	$20M		47k	430.30	View chart
Nvidia Corp Common Stock (NVDA)	6.2	$19M	-3%	155k	121.44	View chart
Berkshire Hathaway Common Stock (BRK.B)	4.7	$14M		31k	460.25	View chart
Berkshire Hathaway Common Stock (BRK.A)	3.9	$12M		17.00	691180.00	View chart
Amazon Common Stock (AMZN)	3.1	$9.4M	-3%	51k	186.33	View chart
Palantir Technologies Common Stock (PLTR)	2.8	$8.5M	+8%	227k	37.20	View chart
Meta Platforms Common Stock (META)	2.6	$7.8M	-5%	14k	572.43	View chart
Tesla Common Stock (TSLA)	2.5	$7.4M	+2%	28k	261.63	View chart
Advanced Micro Common Stock (AMD)	2.1	$6.4M		39k	164.08	View chart
Procter & Gamble Common Stock (PG)	2.1	$6.3M		36k	173.20	View chart
Exxon Mobil Common Stock (XOM)	2.0	$6.0M	+2%	51k	117.22	View chart
Alphabet Common Stock (GOOG)	2.0	$6.0M		36k	167.19	View chart
Jpmorgan Chase Common Stock (JPM)	1.5	$4.7M		22k	210.86	View chart
Alphabet Common Stock (GOOGL)	1.5	$4.5M		27k	165.85	View chart
Eli Lilly Common Stock (LLY)	1.4	$4.3M	+11%	4.8k	885.97	View chart
Johnson & Johnson Common Stock (JNJ)	1.4	$4.2M	+3%	26k	162.06	View chart
Lowes Companies Common Stock (LOW)	1.3	$3.8M		14k	270.85	View chart
Abbvie Common Stock (ABBV)	1.2	$3.5M		18k	197.48	View chart
Wells Fargo Preferred Stock (WFC.PL)	1.1	$3.4M		2.6k	1282.24	View chart
Merck & Company Common Stock (MRK)	1.0	$3.1M		27k	113.56	View chart
Pepsico Common Stock (PEP)	1.0	$2.9M		17k	170.05	View chart
Mcdonalds Corp Common Stock (MCD)	0.8	$2.6M	-4%	8.4k	304.52	View chart
Home Depot Common Stock (HD)	0.8	$2.5M		6.1k	405.22	View chart
Chevron Corp Common Stock (CVX)	0.8	$2.3M	+11%	16k	147.27	View chart
Intl Paper Common Stock (IP)	0.7	$2.2M		45k	48.85	View chart
Coca Cola Company Common Stock (KO)	0.7	$2.2M	+4%	30k	71.86	View chart
Pfizer Common Stock (PFE)	0.7	$2.0M	+15%	70k	28.94	View chart
Philip Morris Common Stock (PM)	0.7	$2.0M		17k	121.40	View chart
Visa Common Stock (V)	0.7	$2.0M		7.2k	274.96	View chart
Abbott Laboratories Common Stock (ABT)	0.6	$1.9M		17k	114.01	View chart
Boeing Company Common Stock (BA)	0.6	$1.7M	-10%	11k	152.04	View chart
Chipotle Mexican Common Stock (CMG)	0.6	$1.7M		29k	57.62	View chart
Netflix Common Stock (NFLX)	0.5	$1.6M		2.3k	709.27	View chart
Walmart Common Stock (WMT)	0.5	$1.6M	+2%	20k	80.75	View chart
At&t Common Stock (T)	0.5	$1.6M		73k	22.00	View chart
Norfolk Southern Common Stock (NSC)	0.5	$1.4M		5.8k	248.51	View chart
Unilever Common Stock (UL)	0.5	$1.4M		22k	64.96	View chart
Seagate Technology Common Stock (STX)	0.4	$1.4M	-2%	12k	109.53	View chart
Marathon Petroleum Common Stock (MPC)	0.4	$1.4M	+4%	8.3k	162.91	View chart
Cisco Systems Common Stock (CSCO)	0.4	$1.3M		25k	53.22	View chart
Unitedhealth Group Common Stock (UNH)	0.4	$1.3M		2.3k	584.69	View chart
Ge Aerospace Common Stock (GE)	0.4	$1.3M	-3%	6.7k	188.58	View chart
Bank America Common Stock (BAC)	0.4	$1.2M	+4%	30k	39.68	View chart
Duke Energy Common Stock (DUK)	0.4	$1.2M	+7%	10k	115.29	View chart
Broadcom Common Stock (AVGO)	0.4	$1.2M	+952%	6.8k	172.50	View chart
Qualcomm Common Stock (QCOM)	0.4	$1.2M		6.8k	170.04	View chart
Nextera Energy Common Stock (NEE)	0.4	$1.2M	+26%	14k	84.53	View chart
United Parcel Common Stock (UPS)	0.4	$1.1M	+4%	8.4k	136.35	View chart
3m Company Common Stock (MMM)	0.4	$1.1M		8.2k	136.70	View chart
Barrick Gold Common Stock (GOLD)	0.4	$1.1M		56k	19.89	View chart
Oracle Corp Common Stock (ORCL)	0.4	$1.1M	+3%	6.3k	170.40	View chart
Verizon Communications Common Stock (VZ)	0.4	$1.1M	+5%	24k	44.91	View chart
Diageo Common Stock (DEO)	0.3	$998k	+4%	7.1k	140.35	View chart
Southern Company Common Stock (SO)	0.3	$992k	+56%	11k	90.18	View chart
Illinois Tool Common Stock (ITW)	0.3	$933k		3.6k	262.06	View chart
Walt Disney Common Stock (DIS)	0.3	$932k		9.7k	96.19	View chart
American Electric Common Stock (AEP)	0.3	$930k		9.1k	102.60	View chart
Becton Dickinson Common Stock (BDX)	0.3	$928k		3.8k	241.10	View chart
Nike Common Stock (NKE)	0.3	$892k	+6%	10k	88.40	View chart
Albemarle Corp Preferred Stock (ALB.PA)	0.3	$882k	+39%	20k	45.00	View chart
Artisan Partners Common Stock (APAM)	0.3	$820k		19k	43.32	View chart
Intl Business Common Stock (IBM)	0.3	$799k	+12%	3.6k	221.08	View chart
Teva Pharmaceutical Common Stock (TEVA)	0.2	$750k	-3%	42k	18.02	View chart
Deere & Co Common Stock (DE)	0.2	$749k	+70%	1.8k	417.37	View chart
Lockheed Martin Common Stock (LMT)	0.2	$727k	-4%	1.2k	584.49	View chart
Dominion Energy Common Stock (D)	0.2	$715k		12k	57.79	View chart
Elevance Health Common Stock (ELV)	0.2	$713k	+4%	1.4k	520.09	View chart
Costco Wholesale Common Stock (COST)	0.2	$683k	+18%	770.00	886.64	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.2	$676k	+39%	13k	50.50	View chart
British Amern Common Stock (BTI)	0.2	$638k		17k	36.58	View chart
Enbridge Common Stock (ENB)	0.2	$628k	+7%	16k	40.61	View chart
Blackstone Common Stock (BX)	0.2	$620k	+16%	4.1k	153.11	View chart
Mastercard Common Stock (MA)	0.2	$601k	+5%	1.2k	493.93	View chart
Fidelity National Common Stock (FIS)	0.2	$584k	+2%	7.0k	83.75	View chart
RH Common Stock (RH)	0.2	$578k		1.7k	334.43	View chart
Realty Income Common Stock (O)	0.2	$576k		9.1k	63.42	View chart
Csx Corp Common Stock (CSX)	0.2	$559k		16k	34.53	View chart
Linde Common Stock (LIN)	0.2	$545k	+7%	1.1k	476.96	View chart
Spdr Gold Common Stock (GLD)	0.2	$538k	+12%	2.2k	243.06	View chart
Wells Fargo Common Stock (WFC)	0.2	$536k	-6%	9.5k	56.49	View chart
U S Bancorp De Common Stock (USB)	0.2	$528k		12k	45.73	View chart
Thermo Fisher Common Stock (TMO)	0.2	$525k	+13%	848.00	618.66	View chart
Airbnb Common Stock (ABNB)	0.2	$522k		4.1k	126.81	View chart
Kroger Common Stock (KR)	0.2	$511k		8.9k	57.30	View chart
Ecolab Common Stock (ECL)	0.2	$504k	-6%	2.0k	255.30	View chart
Iron Mountain Common Stock (IRM)	0.2	$502k	+48%	4.2k	118.82	View chart
Travelers Cos Common Stock (TRV)	0.2	$496k		2.1k	234.15	View chart
Coinbase Global Common Stock (COIN)	0.2	$494k		2.8k	178.17	View chart
Amgen Common Stock (AMGN)	0.2	$479k		1.5k	322.19	View chart
Anheuser Busch Common Stock (BUD)	0.2	$476k		7.2k	66.29	View chart
Albemarle Corp Common Stock (ALB)	0.2	$472k	+7%	5.0k	94.70	View chart
Waste Management Common Stock (WM)	0.2	$469k	+11%	2.3k	207.63	View chart
Bank New York Common Stock (BK)	0.2	$466k		6.5k	71.86	View chart
Draftkings Common Stock (DKNG)	0.2	$462k		12k	39.20	View chart
Ishares Silver Common Stock (SLV)	0.2	$460k		16k	28.41	View chart
American Express Common Stock (AXP)	0.2	$458k	+12%	1.7k	271.23	View chart
Altria Group Common Stock (MO)	0.1	$448k	+4%	8.8k	51.04	View chart
Kla Corp Common Stock (KLAC)	0.1	$444k	+14%	573.00	774.64	View chart
Ge Vernova Common Stock (GEV)	0.1	$440k	+2%	1.7k	254.92	View chart
Kimberly Clark Common Stock (KMB)	0.1	$431k		3.0k	142.29	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$430k	+18%	2.5k	173.68	View chart
Lam Research Corporation Common Stock (LRCX)	0.1	$423k		518.00	815.69	View chart
Kellanova Common Stock (K)	0.1	$413k	-8%	5.1k	80.72	View chart
Salesforce Common Stock (CRM)	0.1	$411k	-2%	1.5k	273.66	View chart
FS KKR Common Stock (FSK)	0.1	$409k	-16%	21k	19.73	View chart
Pdd Holdings Common Stock (PDD)	0.1	$406k		3.0k	134.81	View chart
Tempur Sealy Common Stock (TPX)	0.1	$405k	-11%	7.4k	54.60	View chart
Allstate Corp Common Stock (ALL)	0.1	$405k	-14%	2.1k	189.63	View chart
Fedex Corp Common Stock (FDX)	0.1	$394k	-2%	1.4k	273.75	View chart
GSK Common Stock (GSK)	0.1	$389k	+5%	9.5k	40.88	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$376k	NEW	1.3k	280.47	View chart
Mondelez International Common Stock (MDLZ)	0.1	$376k		5.1k	73.67	View chart
Welltower Common Stock (WELL)	0.1	$373k		2.9k	128.03	View chart
Caterpillar Common Stock (CAT)	0.1	$370k		945.00	391.17	View chart
Marriott Intl Common Stock (MAR)	0.1	$360k	+55%	1.4k	248.65	View chart
BP Common Stock (BP)	0.1	$358k	+3%	11k	31.39	View chart
Novo Nordisk Common Stock (NVO)	0.1	$349k	+3%	2.9k	119.05	View chart
Brown Forman Corp Cl B Common Stock (BF.B)	0.1	$348k	+14%	7.1k	49.20	View chart
Palo Alto Common Stock (PANW)	0.1	$347k		1.0k	341.80	View chart
Sylvamo Corp Common Stock (SLVM)	0.1	$344k		4.0k	85.85	View chart
Turning Point Common Stock (TPB)	0.1	$344k	-13%	8.0k	43.15	View chart
Lincoln Natl Corp In Common Stock (LNC)	0.1	$334k		11k	31.51	View chart
Air Products Common Stock (APD)	0.1	$329k		1.1k	297.66	View chart
Logitech Intl Common Stock (LOGI)	0.1	$319k		3.6k	89.73	View chart
Intel Corp Common Stock (INTC)	0.1	$313k	-8%	13k	23.46	View chart
Wec Energy Common Stock (WEC)	0.1	$305k		3.2k	96.17	View chart
Tjx Cos Common Stock (TJX)	0.1	$300k	+20%	2.5k	117.53	View chart
Constellation Energy Common Stock (CEG)	0.1	$298k	-25%	1.1k	260.02	View chart
Copa Holdings Common Stock (CPA)	0.1	$298k		3.2k	93.83	View chart
Citigroup Common Stock (C)	0.1	$293k	-4%	4.7k	62.60	View chart
Kkr & Co Common Stock (KKR)	0.1	$292k	-13%	2.2k	130.58	View chart
Truist Financial Common Stock (TFC)	0.1	$290k	+8%	6.8k	42.77	View chart
Emerson Electric Common Stock (EMR)	0.1	$289k		2.6k	109.35	View chart
Schlumberger Common Stock (SLB)	0.1	$287k	-2%	6.8k	41.95	View chart
Kenvue Common Stock (KVUE)	0.1	$281k	+6%	12k	23.13	View chart
Target Corp Common Stock (TGT)	0.1	$280k		1.8k	155.82	View chart
Southern Copper Common Stock (SCCO)	0.1	$274k	-7%	2.4k	115.67	View chart
Honeywell Intl Common Stock (HON)	0.1	$270k	+9%	1.3k	206.65	View chart
Royal Caribbean Common Stock (RCL)	0.1	$268k		1.5k	177.36	View chart
Hartford Financial Common Stock (HIG)	0.1	$255k		2.2k	117.59	View chart
Ati Common Stock (ATI)	0.1	$251k		3.8k	66.91	View chart
Conocophillips Common Stock (COP)	0.1	$250k		2.4k	105.29	View chart
Oneok Common Stock (OKE)	0.1	$246k	+8%	2.7k	91.12	View chart
Yum Brands Common Stock (YUM)	0.1	$243k		1.7k	139.71	View chart
Knight Swift Common Stock (KNX)	0.1	$242k		4.5k	53.95	View chart
Ge Healthcare Common Stock (GEHC)	0.1	$241k	NEW	2.6k	93.84	View chart
Solventum Corp Common Stock (SOLV)	0.1	$240k	NEW	3.4k	69.72	View chart
Ollies Bargain Common Stock (OLLI)	0.1	$239k	-4%	2.5k	97.20	View chart
Cencora Common Stock (COR)	0.1	$239k	-6%	1.1k	225.08	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$234k	NEW	2.4k	97.47	View chart
Corning Common Stock (GLW)	0.1	$231k	-3%	5.1k	45.15	View chart
Nov Common Stock (NOV)	0.1	$229k	+9%	14k	15.97	View chart
Invesco Common Stock (IVZ)	0.1	$228k		13k	17.56	View chart
Hershey Company Common Stock (HSY)	0.1	$226k	NEW	1.2k	191.77	View chart
Haleon Common Stock (HLN)	0.1	$225k		21k	10.58	View chart
Illumina Common Stock (ILMN)	0.1	$224k	NEW	1.7k	130.41	View chart
Medtronic Common Stock (MDT)	0.1	$221k	-10%	2.5k	90.01	View chart
Rtx Corp Common Stock (RTX)	0.1	$217k	NEW	1.8k	121.14	View chart
Aflac Common Stock (AFL)	0.1	$215k	NEW	1.9k	111.78	View chart
Applied Materials Common Stock (AMAT)	0.1	$213k		1.1k	202.11	View chart
O Reilly Automotive Common Stock (ORLY)	0.1	$211k	NEW	183.00	1151.60	View chart
Championx Corp Common Stock (CHX)	0.1	$209k	NEW	6.9k	30.15	View chart
Ppl Corp Common Stock (PPL)	0.1	$208k	-28%	6.3k	33.08	View chart
Adobe Common Stock (ADBE)	0.1	$204k		393.00	517.78	View chart
Newell Brands Common Stock (NWL)	0.1	$202k	+11%	26k	7.68	View chart
Ford Motor Common Stock (F)	0.1	$192k	-37%	18k	10.56	View chart
Airgain Common Stock (AIRG)	0.0	$149k	NEW	20k	7.54	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$76k		11k	7.10	View chart
Grayscale Bitcoin Common Stock	0.0	$60k	NEW	11k	5.63	View chart
Inovio Pharmaceuticals Common Stock (INO)	0.0	$58k		10k	5.78	View chart
Amc Entertainment Common Stock (AMC)	0.0	$56k		12k	4.55	View chart
Editas Medicine Common Stock (EDIT)	0.0	$48k	NEW	14k	3.41	View chart
Poseida Therapeutics Common Stock (PSTX)	0.0	$43k		15k	2.86	View chart
The Realreal Common Stock (REAL)	0.0	$31k		10k	3.14	View chart
Veru Common Stock (VERU)	0.0	$25k	+45%	32k	0.77	View chart
Danimer Scientific Common Stock (DNMR)	0.0	$24k	+2%	53k	0.45	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 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
Keystone Financial Group 2021 Q2 filed Aug. 13, 2021
Keystone Financial Group 2021 Q1 filed May 11, 2021
Keystone Financial Group 2020 Q4 filed Feb. 10, 2021
Keystone Financial Group 2020 Q3 filed Nov. 13, 2020

View all past filings

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