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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 SPY, AAPL, PLTR, NVDA, VTI, and represent 25.52% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPY (+$30M), BAI (+$8.8M), XLG (+$6.2M), HYMB (+$5.3M), IEMG (+$5.3M), SHLD, DYNF, VTI, MSFT, JPM.
Started 53 new stock positions in RAL, FTNT, BLV, APH, BMNR, HEI, UNP, ETHA, AMR, AGNC.
Reduced shares in these 10 stocks: LLY (-$43M), TOTL (-$7.3M), HEFA (-$6.8M), EMXC (-$5.5M), SDVY, SGUXX, WFC.PL, MDY, BAC, JQUA.
Sold out of its positions in AMC, AIRG, BABA, ACHR, BLK, CGDV, CGMU, CGBL, CRBU, CHX.
Keystone Financial Group was a net buyer of stock by $54M.
Keystone Financial Group has $1.3B in assets under management (AUM), dropping by 14.12%.
Central Index Key (CIK): 0001729299

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 424 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf MF Closed and MF Open (SPY)	8.5	$111M	+36%	164k	678.82	View chart
Apple Common Stock (AAPL)	7.2	$94M	+2%	364k	258.56	View chart
Palantir Technologies Common Stock (PLTR)	3.6	$47M	+4%	259k	182.34	View chart
Nvidia Corp Common Stock (NVDA)	3.1	$41M		220k	186.98	View chart
Vanguard Total MF Closed and MF Open (VTI)	3.1	$41M	+7%	124k	328.17	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	3.1	$41M		517k	78.34	View chart
Tesla Common Stock (TSLA)	3.0	$39M	+6%	92k	422.83	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	2.8	$36M		345k	104.51	View chart
Victoryshares Free MF Closed and MF Open (VFLO)	2.3	$30M	+2%	798k	37.50	View chart
Microsoft Corp Common Stock (MSFT)	2.2	$28M	+10%	55k	516.84	View chart
Ishares U S MF Closed and MF Open (DYNF)	1.9	$25M	+18%	419k	59.20	View chart
Meta Platforms Common Stock (META)	1.8	$23M	+11%	35k	660.47	View chart
Amazon Common Stock (AMZN)	1.8	$23M	+7%	101k	231.48	View chart
Vanguard S&p 500 Etf MF Closed and MF Open (VOO)	1.6	$21M		35k	612.39	View chart
Berkshire Hathaway Class Class B Common Stock (BRK.B)	1.6	$21M	+4%	42k	503.38	View chart
Jpmorgan Chase & Co Common Stock (JPM)	1.5	$20M	+16%	63k	316.16	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	1.5	$19M	-5%	306k	62.91	View chart
Advanced Micro Common Stock (AMD)	1.4	$19M	+16%	89k	211.83	View chart
Seagate Technology Common Stock (STX)	1.4	$18M	+16%	68k	266.66	View chart
Invesco S&p MF Closed and MF Open (XLG)	1.2	$16M	+64%	276k	57.52	View chart
Berkshire Hathaway Inc Dclass A Common Stock (BRK.A)	1.0	$14M	+5%	18.00	758845.28	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.0	$13M	+4%	22k	600.37	View chart
Vanguard Total MF Closed and MF Open (BND)	0.9	$12M	+18%	164k	74.37	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.9	$12M	+2%	62k	186.49	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.8	$10M	+8%	42k	250.39	View chart
Johnson & Johnson Common Stock (JNJ)	0.7	$9.8M	+10%	51k	190.14	View chart
T Rowe MF Closed and MF Open (TCAF)	0.7	$9.3M	+2%	247k	37.70	View chart
Ishares A I MF Closed and MF Open (BAI)	0.7	$9.2M	+2419%	268k	34.16	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.7	$8.7M	+4%	18k	479.62	View chart
Ishares Core MF Closed and MF Open (IVV)	0.7	$8.6M	+5%	13k	669.31	View chart
Ishares U S MF Closed and MF Open (THRO)	0.6	$7.9M	+4%	210k	37.86	View chart
Alphabet Inc Class A Common Stock (GOOGL)	0.6	$7.9M	+11%	32k	249.89	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.6	$7.6M	+226%	116k	65.92	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	0.6	$7.5M	+10%	278k	26.95	View chart
Vanguard Dividend Appreciation Etf MF Closed and MF Open (VIG)	0.6	$7.4M	+10%	34k	219.70	View chart
Ishares Intl MF Closed and MF Open (BIDD)	0.6	$7.2M	+5%	259k	27.99	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.5	$6.9M	+8%	27k	256.45	View chart
Mcdonalds Corp Common Stock (MCD)	0.5	$6.9M	+10%	22k	307.31	View chart
Lowes Companies Common Stock (LOW)	0.5	$6.7M	+11%	28k	241.83	View chart
At&t Common Stock (T)	0.5	$6.6M	+11%	251k	26.43	View chart
Vaneck Long Muni Etf MF Closed and MF Open (MLN)	0.5	$6.6M	+27%	375k	17.61	View chart
Vanguard S&p 500 Growth MF Closed and MF Open (VOOG)	0.5	$6.5M		15k	435.47	View chart
Ishares Gold Common Stock (IAU)	0.5	$6.2M	+36%	85k	72.77	View chart
Procter & Gamble Common Stock (PG)	0.5	$6.1M	+10%	40k	152.34	View chart
Vaneck Cef Muni Income Etf MF Closed and MF Open (XMPT)	0.5	$6.0M	+24%	271k	22.03	View chart
Spdr Nuveen MF Closed and MF Open (HYMB)	0.5	$5.9M	+850%	238k	24.93	View chart
Boeing Common Stock (BA)	0.5	$5.9M	+16%	29k	200.68	View chart
Victoryshares Us MF Closed and MF Open (CFO)	0.5	$5.9M	-2%	80k	73.79	View chart
Exxon Mobil Common Stock (XOM)	0.4	$5.7M		51k	112.79	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.4	$5.4M	+6%	37k	145.65	View chart
Abbott Laboratories Common Stock (ABT)	0.4	$5.4M	+11%	41k	130.83	View chart
Global X MF Closed and MF Open (SHLD)	0.4	$5.2M	+1302%	74k	70.24	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.4	$5.2M	-2%	18k	293.74	View chart
Vanguard Small MF Closed and MF Open (VB)	0.4	$5.1M		20k	254.28	View chart
Vanguard S&p MF Closed and MF Open (VOOV)	0.4	$4.7M		24k	199.47	View chart
Grayscale Bitcoin Mini Trust Etf Common Stock (GBTC)	0.4	$4.6M	+3%	56k	81.84	View chart
Abbvie Common Stock (ABBV)	0.3	$4.6M	+7%	20k	231.89	View chart
Financial Select MF Closed and MF Open (XLF)	0.3	$4.6M	+24%	85k	53.87	View chart
Walmart Common Stock (WMT)	0.3	$4.1M	+34%	40k	103.08	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.3	$3.9M		20k	194.50	View chart
Chevron Corp Common Stock (CVX)	0.3	$3.9M	+15%	25k	155.29	View chart
Home Depot Common Stock (HD)	0.3	$3.9M		9.9k	390.82	View chart
First Trust MF Closed and MF Open (BUFR)	0.3	$3.9M	-4%	116k	33.42	View chart
Disney Walt Common Stock (DIS)	0.3	$3.8M	+9%	35k	107.55	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.3	$3.7M	-3%	72k	51.23	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.3	$3.6M	-4%	38k	95.14	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.3	$3.6M	+3%	19k	189.70	View chart
Nike Common Stock (NKE)	0.3	$3.6M	+13%	54k	66.59	View chart
Netflix Common Stock (NFLX)	0.3	$3.5M	-6%	2.9k	1189.85	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.3	$3.5M	+8%	154k	22.44	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.3	$3.5M		51k	68.08	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.2	$3.2M	+6%	58k	55.33	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.2	$3.2M		29k	110.38	View chart
Philip Morris Common Stock (PM)	0.2	$3.1M	+16%	19k	161.12	View chart
Chipotle Mexican Common Stock (CMG)	0.2	$3.1M	+17%	90k	34.09	View chart
Eli Lilly Common Stock (LLY)	0.2	$3.1M	-93%	3.7k	816.71	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.2	$3.0M		27k	110.47	View chart
Ishares Core MF Closed and MF Open (IJR)	0.2	$3.0M	+6%	25k	118.83	View chart
Lincoln Natl Corp In Common Stock (LNC)	0.2	$2.9M	+706%	70k	41.42	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.2	$2.8M	+3%	9.3k	302.35	View chart
Pepsico Common Stock (PEP)	0.2	$2.7M	+18%	19k	140.88	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.2	$2.6M		5.7k	463.73	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$2.6M	+6%	39k	67.26	View chart
Ishares Flexible MF Closed and MF Open (BINC)	0.2	$2.6M	+8%	49k	53.24	View chart
Broadcom Common Stock (AVGO)	0.2	$2.5M	+2%	7.7k	330.24	View chart
Visa Inc Class A Common Stock (V)	0.2	$2.5M		7.3k	341.38	View chart
Ishares Global Tech Etf MF Closed and MF Open (IXN)	0.2	$2.4M	+3%	23k	103.61	View chart
Coca Cola Company Common Stock (KO)	0.2	$2.4M	+4%	36k	66.84	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.2	$2.4M	-38%	3.9k	596.04	View chart
Crowdstrike Hldgs Inc Class A Common Stock (CRWD)	0.2	$2.3M	+32%	4.8k	490.79	View chart
Ionq Common Stock (IONQ)	0.2	$2.3M	+27%	37k	61.50	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.2	$2.3M	+14%	26k	87.31	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$2.3M		16k	140.95	View chart
Victoryshares U S MF Closed and MF Open (CDC)	0.2	$2.2M	-2%	33k	66.74	View chart
Capital Group MF Closed and MF Open (CGUS)	0.2	$2.2M	+5%	56k	39.54	View chart
Energy Select Sector Spdr Etf MF Closed and MF Open (XLE)	0.2	$2.2M	+2%	24k	89.39	View chart
Pfizer Common Stock (PFE)	0.2	$2.1M	-11%	84k	25.48	View chart
Merck & Co Common Stock (MRK)	0.2	$2.1M	-9%	25k	85.93	View chart
Capital Group MF Closed and MF Open (CGGR)	0.2	$2.1M	+90%	48k	43.92	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$2.1M	+39%	2.8k	751.47	View chart
Palo Alto Networks Common Stock (PANW)	0.2	$2.1M	+19%	10k	206.14	View chart
First Trust MF Closed and MF Open (FMB)	0.2	$2.0M	-11%	40k	50.70	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.2	$2.0M	-2%	22k	90.98	View chart
Utilities Select MF Closed and MF Open (XLU)	0.1	$1.9M		22k	87.21	View chart
Ge Aerospace Common Stock (GE)	0.1	$1.9M		6.4k	300.80	View chart
Technology Select MF Closed and MF Open (XLK)	0.1	$1.9M	-2%	6.7k	281.86	View chart
Cisco Sys Common Stock (CSCO)	0.1	$1.9M	+18%	27k	69.85	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.8M		6.6k	281.25	View chart
Norfolk Southern Common Stock (NSC)	0.1	$1.7M		5.7k	300.39	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$1.7M	-2%	53k	31.91	View chart
Marathon Petroleum Common Stock (MPC)	0.1	$1.7M		8.8k	192.73	View chart
Wells Fargo Preferred Stock (WFC.PL)	0.1	$1.7M	-51%	1.4k	1234.29	View chart
RH Common Stock (RH)	0.1	$1.7M	+26%	9.8k	169.46	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$1.6M		9.9k	164.53	View chart
Barrick Mining Common Stock (B)	0.1	$1.6M	-13%	50k	32.77	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$1.6M	+10%	15k	108.98	View chart
Intl Business Common Stock (IBM)	0.1	$1.6M	+6%	5.5k	282.16	View chart
Ishares High MF Closed and MF Open (HIMU)	0.1	$1.5M	+14%	31k	49.19	View chart
Lockheed Martin Common Stock (LMT)	0.1	$1.5M	+10%	3.1k	481.15	View chart
Intl Paper Common Stock (IP)	0.1	$1.5M		32k	46.40	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$1.5M	+43%	5.3k	280.96	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.1	$1.5M		86k	17.16	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.1	$1.4M	-4%	3.6k	402.47	View chart
Enterprise Prods Part Oil & Gas, Real Estate and REIT (EPD)	0.1	$1.4M	+21%	46k	31.28	View chart
Ishares Msci MF Closed and MF Open (IQLT)	0.1	$1.4M		32k	44.19	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$1.4M	-2%	22k	65.26	View chart
Duke Energy Common Stock (DUK)	0.1	$1.4M	+3%	11k	123.74	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.1	$1.4M		19k	71.37	View chart
Airbnb Common Stock (ABNB)	0.1	$1.3M	+17%	11k	122.38	View chart
3M Common Stock (MMM)	0.1	$1.3M		8.4k	155.28	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.1	$1.3M		4.8k	271.13	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$1.3M	+5%	28k	46.24	View chart
Unilever Common Stock (UL)	0.1	$1.3M		22k	59.28	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.3M		29k	43.85	View chart
Nextera Energy Common Stock (NEE)	0.1	$1.3M	+8%	17k	76.03	View chart
Spdr Gold Common Stock (GLD)	0.1	$1.2M	+3%	3.5k	355.47	View chart
Costco Wholesale Common Stock (COST)	0.1	$1.2M	+3%	1.3k	925.27	View chart
Virtus Equity MF Closed and MF Open (NIE)	0.1	$1.2M	-3%	49k	25.11	View chart
First Trust MF Closed and MF Open (FTCS)	0.1	$1.2M	+4%	13k	93.64	View chart
Tcw Flexible MF Closed and MF Open (FLXR)	0.1	$1.2M	+80%	31k	39.80	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.1	$1.2M	+2%	18k	65.00	View chart
Victoryshares Dividend MF Closed and MF Open (VSDA)	0.1	$1.2M	+3%	22k	53.47	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$1.2M	+2%	20k	59.92	View chart
Southern Company Common Stock (SO)	0.1	$1.2M	-2%	12k	94.77	View chart
Tjx Cos Common Stock (TJX)	0.1	$1.2M	+8%	8.0k	146.84	View chart
Caterpillar Common Stock (CAT)	0.1	$1.2M	+189%	2.4k	477.06	View chart
Vanguard Us MF Closed and MF Open (VFMV)	0.1	$1.2M	-2%	8.9k	131.31	View chart
Ollies Bargain Common Stock (OLLI)	0.1	$1.2M		9.1k	127.29	View chart
Enbridge Common Stock (ENB)	0.1	$1.1M		23k	50.46	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.1	$1.1M	+5%	27k	42.79	View chart
Qualcomm Common Stock (QCOM)	0.1	$1.1M	-2%	6.7k	166.35	View chart
American Electric Common Stock (AEP)	0.1	$1.1M		9.9k	112.50	View chart
Albemarle Corp Preferred Stock (ALB.PA)	0.1	$1.1M	+2%	29k	37.88	View chart
Artisan Partners Common Stock (APAM)	0.1	$1.1M		25k	43.40	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.1	$1.1M		11k	99.11	View chart
Dominion Energy Common Stock (D)	0.1	$1.1M		17k	61.16	View chart
Draftkings Common Stock (DKNG)	0.1	$1.0M		32k	32.19	View chart
Ge Vernova Common Stock (GEV)	0.1	$1.0M	+26%	1.7k	614.92	View chart
Vanguard Us MF Closed and MF Open (VFVA)	0.1	$1.0M		8.0k	127.54	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$988k	+41%	13k	73.46	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.1	$983k	+126%	19k	50.73	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$974k		3.2k	307.81	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.1	$964k	+4%	9.7k	99.52	View chart
Spdr Series MF Closed and MF Open (MDYV)	0.1	$946k		11k	83.41	View chart
Fedex Corp Common Stock (FDX)	0.1	$944k		3.6k	259.91	View chart
Diageo Common Stock (DEO)	0.1	$936k	+23%	9.8k	95.51	View chart
SPDR S&P MF Closed and MF Open (SLYV)	0.1	$935k	+6%	11k	88.65	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$929k	+19%	55k	17.01	View chart
Ishares Aaa MF Closed and MF Open (QLTA)	0.1	$928k	+42%	19k	48.47	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.1	$924k	-4%	6.6k	139.16	View chart
British Amern Common Stock (BTI)	0.1	$922k		17k	53.08	View chart
Illinois Tool Common Stock (ITW)	0.1	$913k		3.5k	260.73	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$909k	-6%	31k	29.79	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$907k		7.5k	120.50	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.1	$904k	-6%	4.4k	206.51	View chart
Industrial Select MF Closed and MF Open (XLI)	0.1	$904k	+5%	5.9k	154.22	View chart
Grab Holdings Common Stock (GRAB)	0.1	$871k		145k	6.02	View chart
Altria Group Common Stock (MO)	0.1	$828k		13k	66.06	View chart
Lam Research Common Stock (LRCX)	0.1	$822k		6.1k	135.93	View chart
United Parcel Common Stock (UPS)	0.1	$819k	-10%	9.5k	86.12	View chart
Dnp Select MF Closed and MF Open (DNP)	0.1	$819k		82k	10.01	View chart
Global X MF Closed and MF Open (BOTZ)	0.1	$801k	+16%	23k	35.43	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$795k		10k	78.37	View chart
Neos Nasdaq MF Closed and MF Open (QQQI)	0.1	$790k	+264%	15k	54.20	View chart
Deere & Co Common Stock (DE)	0.1	$789k	-3%	1.7k	457.27	View chart
Teva Pharmaceutical Common Stock (TEVA)	0.1	$784k		39k	20.20	View chart
Vanguard Russell MF Closed and MF Open (VTHR)	0.1	$770k		2.6k	294.32	View chart
Kroger Common Stock (KR)	0.1	$766k	+7%	11k	66.98	View chart
Bank New York Common Stock (BK)	0.1	$763k		7.0k	109.17	View chart
Csx Corp Common Stock (CSX)	0.1	$754k		21k	35.51	View chart
Coinbase Global Common Stock (COIN)	0.1	$750k	-7%	2.2k	337.49	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.1	$749k	+4%	5.4k	137.74	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$745k	NEW	5.3k	140.05	View chart
Global X MF Closed and MF Open (AIQ)	0.1	$742k	+12%	15k	49.39	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.1	$742k		11k	70.53	View chart
Alliance Bernstein Oil & Gas, Real Estate and REIT (AB)	0.1	$739k		19k	38.95	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.1	$729k	-3%	2.9k	247.14	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	0.1	$727k	-13%	14k	50.59	View chart
Mastercard Common Stock (MA)	0.1	$710k		1.2k	569.02	View chart
Newmont Corp Common Stock (NEM)	0.1	$708k	NEW	8.4k	84.46	View chart
Ishares Short MF Closed and MF Open (NEAR)	0.1	$690k	NEW	14k	51.28	View chart
Ishares Silver Common Stock (SLV)	0.1	$685k	+11%	16k	42.37	View chart
American Express Common Stock (AXP)	0.1	$684k		2.1k	332.20	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$666k		12k	54.18	View chart
Becton Dickinson Common Stock (BDX)	0.1	$662k		3.5k	187.17	View chart
U S Bancorp De Common Stock (USB)	0.1	$662k	-2%	14k	48.33	View chart
Ishares Msci MF Closed and MF Open (SIZE)	0.1	$658k	-10%	4.1k	160.78	View chart
Blackstone Common Stock (BX)	0.0	$650k		3.8k	170.85	View chart
Amphenol Corp Common Stock (APH)	0.0	$647k	NEW	5.2k	123.75	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$634k	+11%	15k	42.96	View chart
Main Sector MF Closed and MF Open (SECT)	0.0	$627k	NEW	9.9k	63.02	View chart
Ishares 20 Plus MF Closed and MF Open (TLT)	0.0	$621k	-7%	6.9k	89.37	View chart
Kla Corp Common Stock (KLAC)	0.0	$612k	-3%	567.00	1079.34	View chart
Waste Management Common Stock (WM)	0.0	$608k		2.8k	220.83	View chart
Invesco National MF Closed and MF Open (PZA)	0.0	$606k	NEW	26k	23.09	View chart
Realty Income Common Stock (O)	0.0	$605k		10k	60.79	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.0	$603k	+167%	11k	57.19	View chart
Travelers Cos Common Stock (TRV)	0.0	$590k		2.1k	279.24	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$588k	+3%	1.7k	344.00	View chart
Spdr Ssga MF Closed and MF Open (RLY)	0.0	$586k		19k	30.88	View chart
Vanguard Extended Marketetf MF Closed and MF Open (VXF)	0.0	$577k	+67%	2.8k	208.68	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.0	$573k	+71%	12k	46.32	View chart
Ishares P MF Closed and MF Open (PFF)	0.0	$562k	-25%	18k	31.62	View chart
Community Tr Bancorp Common Stock (CTBI)	0.0	$558k		10k	54.96	View chart
Wells Fargo Common Stock (WFC)	0.0	$554k		6.6k	83.82	View chart
Vistra Corp Common Stock (VST)	0.0	$551k	-2%	2.8k	195.94	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.0	$550k	+23%	11k	50.78	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.0	$550k	+8%	6.5k	84.83	View chart
Vanguard Esg MF Closed and MF Open (ESGV)	0.0	$549k	+8%	4.6k	118.44	View chart
Spdr Nyse MF Closed and MF Open (XNTK)	0.0	$536k		2.0k	272.23	View chart
Elevance Health Common Stock (ELV)	0.0	$535k		1.6k	324.64	View chart
Welltower Common Stock (WELL)	0.0	$518k		2.9k	178.14	View chart
Grayscale Bitcoin Common Stock (BTC)	0.0	$518k		11k	46.85	View chart
Somnigroup International Common Stock (SGI)	0.0	$501k	-7%	5.9k	84.34	View chart
Vanguard Core MF Closed and MF Open (VCRB)	0.0	$499k	-6%	6.4k	78.41	View chart
Fortive Corp Common Stock (FTV)	0.0	$497k	+55%	10k	48.99	View chart
Ecolab Common Stock (ECL)	0.0	$496k		1.8k	273.91	View chart
Gilead Sciences Common Stock (GILD)	0.0	$494k	+28%	4.4k	111.48	View chart
T Rowe MF Closed and MF Open (TCAL)	0.0	$488k	NEW	20k	24.39	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.0	$486k		5.8k	84.12	View chart
Wisdomtree Emerging MF Closed and MF Open (XSOE)	0.0	$484k		13k	37.94	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	0.0	$479k	+7%	16k	29.32	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.0	$477k	+76%	5.4k	87.91	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.0	$477k	+3%	10k	46.24	View chart
Victoryshares Core MF Closed and MF Open (UITB)	0.0	$472k	+3%	9.9k	47.52	View chart
Turning Point Common Stock (TPB)	0.0	$470k	-8%	4.8k	98.85	View chart
Idexx Labs Common Stock (IDXX)	0.0	$468k	NEW	733.00	638.89	View chart
Anheuser Busch Common Stock (BUD)	0.0	$467k	+43%	7.6k	61.16	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.0	$462k		5.7k	80.65	View chart
Schlumberger Common Stock (SLB)	0.0	$461k	+111%	13k	34.37	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.0	$456k	-2%	7.9k	57.47	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.0	$451k		9.0k	50.07	View chart
Proshares S&p MF Closed and MF Open (NOBL)	0.0	$451k		4.4k	103.07	View chart
Kimberly Clark Common Stock (KMB)	0.0	$449k	+13%	3.6k	124.34	View chart
Brown Forman Corp Cl B Common Stock (BF.B)	0.0	$445k	+16%	16k	27.08	View chart
Corning Common Stock (GLW)	0.0	$445k	+13%	5.4k	82.03	View chart
Thermo Fisher Common Stock (TMO)	0.0	$438k		903.00	485.22	View chart
Oneok Common Stock (OKE)	0.0	$434k	-10%	5.9k	72.97	View chart
Amgen Common Stock (AMGN)	0.0	$429k	+4%	1.5k	283.82	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$427k		3.5k	120.73	View chart
Kellanova Common Stock (K)	0.0	$420k		5.1k	82.03	View chart
Allstate Corp Common Stock (ALL)	0.0	$412k	-2%	1.9k	214.60	View chart
Global X MF Closed and MF Open (PAVE)	0.0	$411k	+12%	8.6k	47.63	View chart
Pimco Strategic MF Closed and MF Open (RCS)	0.0	$409k		54k	7.59	View chart
Vanguard Mega MF Closed and MF Open (MGC)	0.0	$407k	+2%	1.7k	244.09	View chart
Fidelity National Common Stock (FIS)	0.0	$406k		6.2k	65.94	View chart
Mp Materials Common Stock (MP)	0.0	$405k	NEW	6.0k	67.07	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.0	$404k		11k	36.55	View chart
Intel Corp Common Stock (INTC)	0.0	$402k	-8%	12k	33.55	View chart
Texas Instruments Common Stock (TXN)	0.0	$401k	+61%	2.2k	181.68	View chart
Ishares Biotechnology Etf MF Closed and MF Open (IBB)	0.0	$400k	-4%	2.5k	160.94	View chart
Ishares Msci MF Closed and MF Open (ACWV)	0.0	$398k		3.3k	119.91	View chart
Prime Medicine Common Stock (PRME)	0.0	$393k	NEW	71k	5.54	View chart
GSK Common Stock (GSK)	0.0	$392k		9.1k	43.16	View chart
Goldman Sachs Common Stock (GS)	0.0	$391k	-2%	491.00	796.44	View chart
Truist Financial Common Stock (TFC)	0.0	$386k	-2%	8.4k	45.72	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.0	$385k		1.6k	239.65	View chart
Constellation Energy Common Stock (CEG)	0.0	$385k	-7%	1.2k	329.11	View chart
Adobe Common Stock (ADBE)	0.0	$385k	+13%	1.1k	351.74	View chart
SPDR S&P MF Closed and MF Open (VLU)	0.0	$384k	+6%	1.9k	204.11	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$378k		16k	23.28	View chart
Vanguard Core MF Closed and MF Open (VPLS)	0.0	$377k	+35%	4.8k	78.63	View chart
Price T Common Stock (TROW)	0.0	$375k		3.7k	102.64	View chart
Iron Mountain Common Stock (IRM)	0.0	$375k	+37%	3.7k	101.93	View chart
Medtronic Common Stock (MDT)	0.0	$372k	-6%	3.9k	95.24	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$367k		3.7k	99.53	View chart
Air Products Common Stock (APD)	0.0	$366k	+22%	1.3k	272.51	View chart
Ishares Currency MF Closed and MF Open (HEFA)	0.0	$366k	-94%	9.2k	39.61	View chart
Alps Sector MF Closed and MF Open (SDOG)	0.0	$366k	-2%	6.1k	60.23	View chart
Logitech Intl Common Stock (LOGI)	0.0	$364k		3.3k	109.66	View chart
Stanley Black Common Stock (SWK)	0.0	$364k	+7%	4.9k	74.33	View chart
Wec Energy Group Common Stock (WEC)	0.0	$363k	+4%	3.2k	114.45	View chart
Royal Caribbean Common Stock (RCL)	0.0	$359k	-4%	1.1k	323.58	View chart
Alerian M MF Closed and MF Open (AMLP)	0.0	$359k	+9%	7.7k	46.93	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.0	$358k	+4%	4.9k	73.48	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.0	$352k	-20%	3.5k	100.68	View chart
Cencora Common Stock (COR)	0.0	$344k		1.1k	314.04	View chart
Ameriprise Finl Common Stock (AMP)	0.0	$344k		736.00	467.20	View chart
Uber Technologies Common Stock (UBER)	0.0	$344k	+47%	3.6k	96.41	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.0	$342k	+17%	7.3k	46.71	View chart
Blackberry Common Stock (BB)	0.0	$337k		69k	4.88	View chart
Marriott Intl Common Stock (MAR)	0.0	$333k		1.3k	260.52	View chart
Evergy Common Stock (EVRG)	0.0	$332k	+36%	4.4k	76.02	View chart
Super Micro Common Stock (SMCI)	0.0	$332k	-2%	6.9k	47.94	View chart
Sherwin Williams Common Stock (SHW)	0.0	$328k	-4%	948.00	345.75	View chart
Mondelez International Common Stock (MDLZ)	0.0	$323k		5.2k	62.27	View chart
Heico Corp Common Stock (HEI)	0.0	$322k	NEW	1.0k	322.01	View chart
Bristol Myers Common Stock (BMY)	0.0	$322k	+4%	7.1k	45.10	View chart
Emerson Electric Common Stock (EMR)	0.0	$320k		2.4k	131.18	View chart
Spdr Tips MF Closed and MF Open (SPIP)	0.0	$319k	-8%	12k	26.32	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.0	$319k	-40%	14k	23.12	View chart
Hims & Hers Health Inc Class A Common Stock (HIMS)	0.0	$317k	+23%	8.3k	38.16	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$317k		677.00	468.41	View chart
T Rowe MF Closed and MF Open (TGRT)	0.0	$317k	-4%	7.3k	43.64	View chart
Victoryshares Intl MF Closed and MF Open (CIL)	0.0	$315k		6.1k	51.60	View chart
Spdr Europe MF Closed and MF Open (SPEU)	0.0	$314k		6.3k	49.81	View chart
Spdr Index MF Closed and MF Open (QEMM)	0.0	$313k	NEW	4.7k	66.29	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.0	$308k		2.4k	130.28	View chart
Ralliant Corp Common Stock (RAL)	0.0	$306k	NEW	7.0k	43.73	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$304k	+2%	1.5k	208.78	View chart
Invesco Bulletshares MF Closed and MF Open (BSCP)	0.0	$303k		15k	20.69	View chart
Pnc Financial Common Stock (PNC)	0.0	$302k	+3%	1.5k	200.87	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$300k	-10%	6.1k	49.46	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$296k		3.6k	82.58	View chart
Ishares High MF Closed and MF Open (HYGW)	0.0	$292k	NEW	9.6k	30.37	View chart
Spdr Corp MF Closed and MF Open (SPBO)	0.0	$292k	NEW	9.8k	29.63	View chart
Warner Bros Discovery In Common Stock (WBD)	0.0	$291k	NEW	13k	21.65	View chart
Yum Brands Common Stock (YUM)	0.0	$291k		1.9k	152.00	View chart
Hartford Insurance Common Stock (HIG)	0.0	$289k		2.2k	133.39	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$288k		1.1k	259.56	View chart
Pimco Investment MF Closed and MF Open (CORP)	0.0	$287k	+4%	2.9k	98.62	View chart
Spdr Series MF Closed and MF Open (XES)	0.0	$286k		4.0k	72.36	View chart
Hershey Company Common Stock (HSY)	0.0	$286k	NEW	1.5k	187.08	View chart
Blackrock Science MF Closed and MF Open (BST)	0.0	$285k	+2%	6.9k	41.36	View chart
Axon Enterprise Common Stock (AXON)	0.0	$285k	-45%	487.00	584.62	View chart
Kkr & Co Common Stock (KKR)	0.0	$284k		2.2k	129.94	View chart
Sonos Common Stock (SONO)	0.0	$280k		17k	16.89	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$278k		3.0k	91.42	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.0	$278k	-95%	4.1k	67.51	View chart
Arrowhead Pharmaceutical Common Stock (ARWR)	0.0	$276k	NEW	8.0k	34.49	View chart
Emergent Biosolutions Common Stock (EBS)	0.0	$276k	+3%	31k	8.82	View chart
Spdr Doubleline MF Closed and MF Open (TOTL)	0.0	$273k	-96%	6.7k	40.57	View chart
Shopify Common Stock (SHOP)	0.0	$272k	+2%	1.8k	150.64	View chart
Conocophillips Common Stock (COP)	0.0	$271k		2.9k	94.59	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$271k	+21%	922.00	293.86	View chart
Morgan Stanley Common Stock (MS)	0.0	$270k	+6%	1.7k	158.92	View chart
Solventum Corp Common Stock (SOLV)	0.0	$269k		3.7k	73.01	View chart
SPDR S&P MF Closed and MF Open (XAR)	0.0	$266k		1.1k	234.96	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$265k		2.5k	107.81	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.0	$263k	-7%	5.3k	49.83	View chart
SPDR S&P MF Closed and MF Open (KRE)	0.0	$262k		4.1k	63.30	View chart
Willscot Holdings Common Stock (WSC)	0.0	$262k	+40%	12k	21.11	View chart
Southern Copper Common Stock (SCCO)	0.0	$260k		2.1k	121.36	View chart
Bitmine Immersion Common Stock (BMNR)	0.0	$260k	NEW	5.0k	51.93	View chart
Ishares Ethereum MF Closed and MF Open (ETHA)	0.0	$257k	NEW	8.2k	31.51	View chart
FS KKR Common Stock (FSK)	0.0	$254k	-5%	17k	14.93	View chart
BP Common Stock (BP)	0.0	$254k	-7%	7.4k	34.46	View chart
Global X MF Closed and MF Open (MLPA)	0.0	$254k	+6%	5.2k	48.42	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.0	$254k	NEW	4.4k	57.52	View chart
New Gold Common Stock (NGD)	0.0	$251k		35k	7.18	View chart
Vanguard S&p MF Closed and MF Open (IVOV)	0.0	$251k		2.5k	100.75	View chart
Spdr High MF Closed and MF Open (SPHY)	0.0	$251k	-4%	11k	23.94	View chart
Kenvue Common Stock (KVUE)	0.0	$247k		15k	16.23	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$245k	-3%	9.0k	27.30	View chart
Global X MF Closed and MF Open (DTCR)	0.0	$245k	NEW	12k	20.48	View chart
Ramaco Resources Common Stock (METCB)	0.0	$242k	-29%	14k	16.85	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.0	$242k		4.8k	50.27	View chart
Asml Holding Common Stock (ASML)	0.0	$240k	-7%	248.00	969.39	View chart
Analog Devices Common Stock (ADI)	0.0	$240k	+10%	978.00	245.73	View chart
Eaton Vance MF Closed and MF Open (ETB)	0.0	$238k	NEW	16k	15.00	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.0	$237k	-23%	2.6k	89.57	View chart
Estee Lauder Common Stock (EL)	0.0	$236k		2.7k	88.13	View chart
Invesco Dorsey MF Closed and MF Open (PDP)	0.0	$236k	-2%	2.0k	118.05	View chart
Harbor Long MF Closed and MF Open (WINN)	0.0	$236k		7.6k	31.16	View chart
Ishares National MF Closed and MF Open (MUB)	0.0	$235k	-21%	2.2k	106.49	View chart
Pacer Data MF Closed and MF Open (SRVR)	0.0	$231k	-10%	7.3k	31.68	View chart
Hercules Capital Common Stock (HTGC)	0.0	$231k		12k	18.91	View chart
Global X MF Closed and MF Open (PFFD)	0.0	$230k	+2%	12k	19.43	View chart
Vanguard Long MF Closed and MF Open (BLV)	0.0	$229k	NEW	3.2k	70.85	View chart
Cummins Common Stock (CMI)	0.0	$229k	NEW	541.00	422.71	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$228k	+10%	3.0k	75.09	View chart
Target Corp Common Stock (TGT)	0.0	$226k	NEW	2.5k	89.68	View chart
Invesco Bulletshares MF Closed and MF Open (BSCQ)	0.0	$224k		12k	19.56	View chart
Rio Tinto Common Stock (RIO)	0.0	$224k	NEW	3.4k	66.01	View chart
Pacer U S MF Closed and MF Open (CALF)	0.0	$222k	NEW	5.1k	43.78	View chart
Ati Common Stock (ATI)	0.0	$220k	-5%	2.7k	81.34	View chart
Spdr Bloomberg MF Closed and MF Open (JNK)	0.0	$218k	-5%	2.2k	97.98	View chart
Republic Services Common Stock (RSG)	0.0	$217k		944.00	229.48	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$216k	-85%	4.0k	53.91	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$214k	-25%	2.5k	84.81	View chart
Franklin Resources Common Stock (BEN)	0.0	$214k		9.3k	23.13	View chart
Franklin Us MF Closed and MF Open (FLQM)	0.0	$214k	NEW	3.8k	56.45	View chart
Intl Flavor & Fragrance Common Stock (IFF)	0.0	$211k	NEW	3.4k	61.54	View chart
Nutrien Common Stock (NTR)	0.0	$209k		3.6k	58.72	View chart
Ishares China Large Cap Etf MF Closed and MF Open (FXI)	0.0	$208k	NEW	5.1k	41.00	View chart
Global X MF Closed and MF Open (URA)	0.0	$208k	NEW	4.4k	47.68	View chart
Reaves Utility MF Closed and MF Open (UTG)	0.0	$205k	-8%	5.2k	39.62	View chart
Applied Materials Common Stock (AMAT)	0.0	$205k	-13%	992.00	206.87	View chart
Vanguard Global MF Closed and MF Open (VNQI)	0.0	$205k	-20%	4.3k	47.74	View chart
Ppl Corp Common Stock (PPL)	0.0	$203k	NEW	5.5k	37.16	View chart
Aecom Common Stock (ACM)	0.0	$195k	NEW	1.5k	130.47	View chart
Hartford Multifactor MF Closed and MF Open (RODM)	0.0	$189k	NEW	5.3k	35.52	View chart
Real Estate Select Sctr Spdr Etf MF Closed and MF Open (XLRE)	0.0	$185k	NEW	4.4k	42.01	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.0	$173k	NEW	1.8k	97.84	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$170k	NEW	721.00	236.33	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.0	$168k	NEW	3.3k	50.75	View chart
Ishares U S MF Closed and MF Open (LRGF)	0.0	$168k	NEW	2.4k	69.08	View chart
Fortinet Common Stock (FTNT)	0.0	$165k	NEW	2.0k	84.08	View chart
Ford Motor Common Stock (F)	0.0	$161k	-4%	14k	11.96	View chart
Albemarle Corp Common Stock (ALB)	0.0	$161k	NEW	2.0k	81.06	View chart
John Hancock MF Closed and MF Open (JHMM)	0.0	$160k	NEW	2.5k	64.69	View chart
Bigbear Ai Common Stock (BBAI)	0.0	$141k		22k	6.52	View chart
Blackstone Strategic MF Closed and MF Open (BGB)	0.0	$140k		12k	12.17	View chart
Lpl Financial Common Stock (LPLA)	0.0	$135k	NEW	407.00	332.69	View chart
Agnc Investment Common Stock (AGNC)	0.0	$105k	NEW	11k	9.79	View chart
Stantec Common Stock (STN)	0.0	$103k	NEW	954.00	107.80	View chart
Ishares U S MF Closed and MF Open (IYH)	0.0	$101k	NEW	1.7k	58.72	View chart
Hartford Multifactor MF Closed and MF Open (ROUS)	0.0	$93k	NEW	1.6k	57.49	View chart
Ramaco Resources Common Stock (METC)	0.0	$88k	NEW	2.7k	33.19	View chart
Morgan Stanley Common Stock (MSDL)	0.0	$72k	NEW	4.5k	16.08	View chart
Vanguard Esg MF Closed and MF Open (VCEB)	0.0	$34k	NEW	535.00	64.20	View chart
3d Sys Corp Del Common Stock (DDD)	0.0	$25k	-8%	11k	2.36	View chart
Alpha Metallurgical Common Stock (AMR)	0.0	$24k	NEW	146.00	164.10	View chart
Ally Financial Common Stock (ALLY)	0.0	$6.0k	NEW	152.00	39.20	View chart

Past Filings by Keystone Financial Group

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

Keystone Financial Group 2025 Q3 restated filed Nov. 17, 2025
Keystone Financial Group 2025 Q3 filed Nov. 14, 2025
Keystone Financial Group 2025 Q2 filed Aug. 13, 2025
Keystone Financial Group 2025 Q1 filed May 13, 2025
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

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