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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, SPLG, AAPL, VTI, MSFT, and represent 32.19% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$6.6M), XLG, VTI, BND, TCAF, XLE, JQUA, SPYG, SPYV, BSCO.
Started 19 new stock positions in ILMN, LUMN, BSCO, RCS, ADBE, TPB, C, AVUV, TCAF, RCL. SCCO, OKE, COST, PDN, XLG, KNG, IONQ, IVOV, KKR.
Reduced shares in these 10 stocks: ITOT (-$19M), FTCS (-$18M), USFR (-$15M), SPHD (-$6.8M), CFO (-$5.8M), LMBS (-$5.6M), CDC, PFF, TOTL, TSLA.
Sold out of its positions in CVS, Canopy Gro, CAT, LMBS, FIXD, HPI, HUM, SPHD, MBB, RODM. LNC, MS, JGH, SHEL, GNR, HYMB, SPMD, HNDL, TSCO, XMPT, WBD.
Keystone Financial Group was a net seller of stock by $-77M.
Keystone Financial Group has $575M in assets under management (AUM), dropping by -3.67%.
Central Index Key (CIK): 0001729299

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 298 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
SPDR S&P MF Closed and MF Open (SPY)	11.0	$64M		134k	475.31	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	7.8	$45M	+17%	799k	55.90	View chart
Apple Common Stock (AAPL)	6.5	$37M		193k	192.53	View chart
Vanguard Total MF Closed and MF Open (VTI)	4.1	$23M	+19%	98k	237.22	View chart
Microsoft Corp Common Stock (MSFT)	2.9	$16M	-4%	44k	376.04	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	2.6	$15M	+7%	227k	65.06	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	2.1	$12M	+7%	259k	46.63	View chart
Vanguard S&p MF Closed and MF Open (VOO)	2.0	$11M		26k	436.79	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	1.9	$11M	+13%	234k	47.86	View chart
Vanguard Value MF Closed and MF Open (VTV)	1.7	$9.8M		66k	149.50	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.7	$9.6M	-8%	27k	356.66	View chart
Berkshire Hathaway Common Stock (BRK.A)	1.6	$9.2M		17.00	542625.00	View chart
Amazon Common Stock (AMZN)	1.4	$7.9M	-7%	52k	151.94	View chart
Nvidia Corp Common Stock (NVDA)	1.3	$7.5M		15k	495.22	View chart
Victoryshares Us MF Closed and MF Open (CFO)	1.1	$6.5M	-47%	108k	60.68	View chart
Tesla Common Stock (TSLA)	1.1	$6.2M	-26%	25k	248.48	View chart
Advanced Micro Common Stock (AMD)	1.0	$5.8M	-4%	39k	147.41	View chart
Vanguard Total MF Closed and MF Open (BND)	1.0	$5.7M	+92%	78k	73.55	View chart
Procter & Gamble Common Stock (PG)	1.0	$5.5M	+4%	38k	146.54	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.9	$5.3M	-3%	13k	409.54	View chart
Alphabet Common Stock (GOOG)	0.9	$4.9M	-6%	35k	140.93	View chart
Sector Energy MF Closed and MF Open (XLE)	0.8	$4.8M	+87%	57k	83.84	View chart
Meta Platforms Common Stock (META)	0.8	$4.7M	-4%	13k	353.96	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.8	$4.7M	+2%	28k	170.40	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.8	$4.6M		15k	310.87	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.8	$4.6M	NEW	122k	37.72	View chart
Exxon Mobil Common Stock (XOM)	0.8	$4.5M		45k	99.98	View chart
Ishares Core MF Closed and MF Open (IVV)	0.7	$4.3M		9.0k	477.63	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.7	$3.9M	-83%	37k	105.23	View chart
Johnson & Johnson Common Stock (JNJ)	0.7	$3.7M	-9%	24k	156.74	View chart
Vanguard Small MF Closed and MF Open (VB)	0.6	$3.6M		17k	213.33	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.6	$3.6M	+5%	23k	157.80	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.6	$3.5M	+3%	15k	232.64	View chart
Boeing Company Common Stock (BA)	0.6	$3.5M	-3%	14k	260.66	View chart
Vanguard S&p MF Closed and MF Open (VOOG)	0.6	$3.5M	+4%	13k	270.79	View chart
Alphabet Common Stock (GOOGL)	0.6	$3.4M	-3%	24k	139.69	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.6	$3.4M	-81%	67k	50.24	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	0.6	$3.3M	+5%	114k	29.02	View chart
Jpmorgan Chase Common Stock (JPM)	0.6	$3.2M		19k	170.10	View chart
Vanguard S&p MF Closed and MF Open (VOOV)	0.5	$3.1M	+2%	19k	167.96	View chart
Wells Fargo Preferred Stock (WFC.PL)	0.5	$3.1M		2.6k	1195.82	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.5	$3.1M	-12%	49k	62.66	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.5	$3.0M	-2%	55k	53.82	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.5	$3.0M	-7%	5.9k	507.38	View chart
Victoryshares U S MF Closed and MF Open (CDC)	0.5	$2.9M	-57%	50k	56.57	View chart
Merck & Company Common Stock (MRK)	0.5	$2.8M	-3%	26k	109.02	View chart
Pepsico Common Stock (PEP)	0.5	$2.8M		16k	169.84	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.5	$2.8M	-35%	36k	78.03	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.5	$2.7M		29k	93.97	View chart
Mcdonalds Corp Common Stock (MCD)	0.5	$2.7M	+5%	9.0k	296.50	View chart
Palantir Technologies Common Stock (PLTR)	0.5	$2.7M	+7%	155k	17.17	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.4	$2.5M		25k	99.19	View chart
T Rowe MF Closed and MF Open (TCAF)	0.4	$2.5M	NEW	89k	27.63	View chart
Ishares Core MF Closed and MF Open (IJR)	0.4	$2.4M	-8%	23k	108.25	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.4	$2.4M	-2%	6.3k	376.89	View chart
Abbvie Common Stock (ABBV)	0.4	$2.3M	-2%	15k	154.97	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.4	$2.2M	+4%	101k	22.07	View chart
Spdr Tips MF Closed and MF Open (SPIP)	0.4	$2.2M		87k	25.57	View chart
First Trust MF Closed and MF Open (GRID)	0.4	$2.2M		21k	104.71	View chart
Home Depot Common Stock (HD)	0.3	$2.0M	-4%	5.7k	346.57	View chart
Sector Financial MF Closed and MF Open (XLF)	0.3	$2.0M	-6%	53k	37.60	View chart
Vanguard High MF Closed and MF Open (VYM)	0.3	$1.9M	-4%	17k	111.63	View chart
First Trust MF Closed and MF Open (RDVY)	0.3	$1.9M	-2%	36k	51.67	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$1.8M	-8%	17k	110.07	View chart
Ishares Global MF Closed and MF Open (IXN)	0.3	$1.8M	-9%	27k	68.18	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.3	$1.8M		26k	70.35	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.3	$1.8M	-3%	12k	147.14	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.3	$1.7M	-4%	20k	82.96	View chart
Chevron Corp Common Stock (CVX)	0.3	$1.7M	-4%	11k	149.16	View chart
Intl Paper Common Stock (IP)	0.3	$1.6M		45k	36.15	View chart
First Trust MF Closed and MF Open (FMB)	0.3	$1.6M	+17%	31k	51.66	View chart
Coca Cola Company Common Stock (KO)	0.3	$1.5M	+2%	26k	58.93	View chart
Philip Morris Common Stock (PM)	0.3	$1.5M	-3%	16k	94.08	View chart
Eli Lilly Common Stock (LLY)	0.2	$1.4M	-5%	2.4k	582.82	View chart
Norfolk Southern Common Stock (NSC)	0.2	$1.4M		5.8k	236.36	View chart
Victoryshares Dividend MF Closed and MF Open (VSDA)	0.2	$1.4M	-2%	29k	47.58	View chart
First Trust MF Closed and MF Open (FV)	0.2	$1.3M	-3%	24k	51.55	View chart
Lowes Companies Common Stock (LOW)	0.2	$1.2M	-8%	5.5k	222.55	View chart
Chipotle Mexican Common Stock (CMG)	0.2	$1.2M	-5%	531.00	2286.96	View chart
Cisco Systems Common Stock (CSCO)	0.2	$1.2M	-5%	24k	50.52	View chart
United Parcel Common Stock (UPS)	0.2	$1.2M	-2%	7.4k	157.23	View chart
Walmart Common Stock (WMT)	0.2	$1.1M	-6%	7.3k	157.64	View chart
At&t Common Stock (T)	0.2	$1.1M	-29%	67k	16.78	View chart
Visa Common Stock (V)	0.2	$1.1M		4.3k	260.35	View chart
Pfizer Common Stock (PFE)	0.2	$1.1M	+10%	38k	28.79	View chart
Ishares Core MF Closed and MF Open (IJH)	0.2	$1.1M	-13%	3.9k	277.13	View chart
Netflix Common Stock (NFLX)	0.2	$1.1M	-2%	2.2k	486.88	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.2	$1.1M	-19%	14k	74.63	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.2	$1.1M	-16%	10k	104.10	View chart
Unilever Common Stock (UL)	0.2	$1.0M		22k	48.48	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$1.0M	-13%	2.1k	484.06	View chart
Seagate Technology Common Stock (STX)	0.2	$976k	-17%	11k	85.37	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.2	$963k	-24%	19k	50.58	View chart
First Trust MF Closed and MF Open (FTCS)	0.2	$956k	-94%	12k	80.04	View chart
Barrick Gold Common Stock (GOLD)	0.2	$944k	+4%	52k	18.09	View chart
Illinois Tool Common Stock (ITW)	0.2	$943k		3.6k	261.91	View chart
Qualcomm Common Stock (QCOM)	0.2	$935k	+24%	6.5k	144.64	View chart
Bank America Common Stock (BAC)	0.2	$932k	-2%	28k	33.67	View chart
Diageo Common Stock (DEO)	0.2	$929k	+4%	6.4k	145.66	View chart
Virtus Equity MF Closed and MF Open (NIE)	0.2	$915k		44k	20.91	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.2	$911k	+2%	1.6k	576.28	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.2	$902k	-33%	6.6k	136.37	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$874k	-13%	1.7k	526.45	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$869k	-6%	18k	47.90	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.2	$866k	-26%	5.5k	156.88	View chart
Becton Dickinson Common Stock (BDX)	0.2	$865k		3.5k	243.83	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.1	$853k		15k	56.14	View chart
Nike Common Stock (NKE)	0.1	$841k	-24%	7.7k	108.57	View chart
Spdr Doubleline MF Closed and MF Open (TOTL)	0.1	$840k	-72%	21k	40.25	View chart
Sector Technology MF Closed and MF Open (XLK)	0.1	$838k		4.4k	192.50	View chart
Spdr Series MF Closed and MF Open (SLYV)	0.1	$835k		10k	83.31	View chart
Vanguard Us MF Closed and MF Open (VFVA)	0.1	$829k	+10%	7.4k	112.67	View chart
3m Company Common Stock (MMM)	0.1	$829k		7.6k	109.32	View chart
Intel Corp Common Stock (INTC)	0.1	$804k	-5%	16k	50.25	View chart
Select Utilities MF Closed and MF Open (XLU)	0.1	$792k	+33%	13k	63.33	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$792k		20k	40.56	View chart
Artisan Partners Common Stock (APAM)	0.1	$790k		18k	44.18	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$782k	-5%	11k	72.03	View chart
General Electric Common Stock (GE)	0.1	$776k	-4%	6.1k	127.64	View chart
Walt Disney Common Stock (DIS)	0.1	$769k	-29%	8.5k	90.29	View chart
Duke Energy Common Stock (DUK)	0.1	$766k	-3%	7.9k	97.04	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.1	$763k		2.9k	259.51	View chart
Vanguard Us MF Closed and MF Open (VFMV)	0.1	$759k	+12%	7.3k	104.64	View chart
Albemarle Corp Common Stock (ALB)	0.1	$751k	-4%	5.2k	144.48	View chart
Coinbase Global Common Stock (COIN)	0.1	$740k	-8%	4.3k	173.92	View chart
Spdr Series MF Closed and MF Open (MDYV)	0.1	$738k		10k	73.38	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.1	$729k	+5%	21k	34.01	View chart
Marathon Petroleum Common Stock (MPC)	0.1	$678k	+25%	4.6k	148.35	View chart
Elevance Health Common Stock (ELV)	0.1	$630k	-4%	1.3k	471.56	View chart
FS KKR Common Stock (FSK)	0.1	$627k	-16%	31k	19.97	View chart
Verizon Communications Common Stock (VZ)	0.1	$599k	-30%	16k	37.70	View chart
Dnp Select MF Closed and MF Open (DNP)	0.1	$598k		71k	8.48	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.1	$597k		6.0k	99.12	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.1	$594k		2.7k	216.94	View chart
Oracle Corp Common Stock (ORCL)	0.1	$593k		5.6k	105.43	View chart
Broadcom Common Stock (AVGO)	0.1	$593k	-16%	531.00	1116.24	View chart
Ishares Msci MF Closed and MF Open (SIZE)	0.1	$578k		4.4k	131.87	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$570k	-2%	7.0k	81.28	View chart
Lockheed Martin Common Stock (LMT)	0.1	$566k	-9%	1.2k	453.09	View chart
American Electric Common Stock (AEP)	0.1	$559k	-3%	6.9k	81.22	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$559k		14k	41.10	View chart
First Trust MF Closed and MF Open (FDL)	0.1	$553k		15k	35.88	View chart
Nextera Energy Common Stock (NEE)	0.1	$547k		9.0k	60.74	View chart
Airbnb Common Stock (ABNB)	0.1	$537k	-27%	3.9k	136.14	View chart
Victoryshares Us MF Closed and MF Open (CDL)	0.1	$525k		9.0k	58.46	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$520k	-3%	30k	17.34	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.1	$519k		4.7k	109.37	View chart
Vanguard Russell MF Closed and MF Open (VTHR)	0.1	$514k	+2%	2.4k	212.83	View chart
U S Bancorp De Common Stock (USB)	0.1	$507k	-16%	12k	43.28	View chart
British Amern Common Stock (BTI)	0.1	$503k	+6%	17k	29.29	View chart
Fedex Corp Common Stock (FDX)	0.1	$500k	-2%	2.0k	252.93	View chart
First Trust MF Closed and MF Open (FVC)	0.1	$486k	-12%	15k	32.77	View chart
Teva Pharmaceutical Common Stock (TEVA)	0.1	$484k		46k	10.44	View chart
Dominion Energy Common Stock (D)	0.1	$466k	-10%	9.9k	47.00	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$463k		6.3k	73.08	View chart
Anheuser Busch Common Stock (BUD)	0.1	$462k	-6%	7.2k	64.62	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$462k	+9%	5.9k	78.02	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$455k		2.5k	179.97	View chart
Mastercard Common Stock (MA)	0.1	$451k	-5%	1.1k	426.68	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$450k	-7%	17k	26.35	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.1	$450k	-24%	6.5k	69.34	View chart
Ford Motor Common Stock (F)	0.1	$442k	-6%	36k	12.19	View chart
Spdr Corp MF Closed and MF Open (SPBO)	0.1	$441k	+3%	15k	29.41	View chart
Linde Common Stock (LIN)	0.1	$438k		1.1k	410.78	View chart
Wells Fargo Common Stock (WFC)	0.1	$438k	-3%	8.9k	49.22	View chart
Salesforce Common Stock (CRM)	0.1	$436k	-12%	1.7k	263.07	View chart
Tempur Sealy Common Stock (TPX)	0.1	$434k	-3%	8.5k	50.97	View chart
Deere & Co Common Stock (DE)	0.1	$433k	-2%	1.1k	399.80	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.1	$432k	-4%	31k	13.80	View chart
Ecolab Common Stock (ECL)	0.1	$425k		2.1k	198.31	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	0.1	$419k		7.7k	54.08	View chart
Fidelity National Common Stock (FIS)	0.1	$415k	+18%	6.9k	60.07	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.1	$407k	-4%	9.7k	42.18	View chart
Global X MF Closed and MF Open (BOTZ)	0.1	$406k		14k	28.50	View chart
Draftkings Common Stock (DKNG)	0.1	$405k	-8%	12k	35.25	View chart
Blackstone Common Stock (BX)	0.1	$403k	-8%	3.1k	130.90	View chart
BP Common Stock (BP)	0.1	$403k	+2%	11k	35.40	View chart
Ishares Msci MF Closed and MF Open (ACWV)	0.1	$402k		4.0k	100.35	View chart
Lam Research Corporation Common Stock (LRCX)	0.1	$398k	+9%	508.00	783.94	View chart
Intl Business Common Stock (IBM)	0.1	$398k		2.4k	163.56	View chart
Southern Company Common Stock (SO)	0.1	$398k	-9%	5.7k	70.13	View chart
Travelers Cos Common Stock (TRV)	0.1	$393k		2.1k	190.49	View chart
Spdr Series MF Closed and MF Open (XES)	0.1	$383k		4.5k	84.52	View chart
Alps Sector MF Closed and MF Open (SDOG)	0.1	$381k		7.4k	51.26	View chart
Spdr Ssga MF Closed and MF Open (RLY)	0.1	$380k	+6%	14k	27.22	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$374k	-5%	8.1k	46.07	View chart
Spdr Nuveen MF Closed and MF Open (SHM)	0.1	$363k	-28%	7.6k	47.79	View chart
Thermo Fisher Common Stock (TMO)	0.1	$358k	-9%	675.00	530.85	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.1	$355k	-60%	3.3k	107.47	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.1	$355k	+29%	6.1k	58.45	View chart
Amgen Common Stock (AMGN)	0.1	$351k	-16%	1.2k	287.91	View chart
Mondelez International Common Stock (MDLZ)	0.1	$350k	-5%	4.8k	72.43	View chart
Vaneck Long MF Closed and MF Open (MLN)	0.1	$350k	-72%	19k	18.25	View chart
Kimberly Clark Common Stock (KMB)	0.1	$346k		2.8k	121.51	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.1	$343k	-25%	4.5k	77.02	View chart
Blackrock Ultra MF Closed and MF Open (ICSH)	0.1	$341k	-3%	6.8k	50.36	View chart
GSK Common Stock (GSK)	0.1	$341k	-18%	9.2k	37.06	View chart
Independent Bank Common Stock (IBCP)	0.1	$340k		13k	26.02	View chart
Spdr Gold Common Stock (GLD)	0.1	$338k	-18%	1.8k	191.17	View chart
Realty Income Common Stock (O)	0.1	$336k	+2%	5.9k	57.42	View chart
Proshares Trust MF Closed and MF Open (NOBL)	0.1	$335k	+11%	3.5k	95.21	View chart
Spdr Series MF Closed and MF Open (XNTK)	0.1	$331k	-6%	2.0k	164.15	View chart
Alps Alerian MF Closed and MF Open (AMLP)	0.1	$326k		7.7k	42.52	View chart
India Fund MF Closed and MF Open (IFN)	0.1	$319k		18k	18.29	View chart
Waste Management Common Stock (WM)	0.1	$319k	+2%	1.8k	179.06	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.1	$318k	-2%	6.7k	47.49	View chart
Pacer Data MF Closed and MF Open (SRVR)	0.1	$317k		11k	29.81	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$315k		1.4k	218.15	View chart
RH Common Stock (RH)	0.1	$311k	-37%	1.1k	291.48	View chart
Ishares Silver Common Stock (SLV)	0.1	$308k	-14%	14k	21.78	View chart
Bank New York Common Stock (BK)	0.1	$307k	-4%	5.9k	52.05	View chart
Schlumberger Common Stock (SLB)	0.1	$306k		5.9k	52.04	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$304k	+28%	3.3k	91.56	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.1	$304k	-10%	1.2k	250.76	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.1	$304k	-7%	1.8k	164.42	View chart
SPDR S&P MF Closed and MF Open (KRE)	0.1	$300k	-55%	5.7k	52.43	View chart
Invesco Bulletshares MF Closed and MF Open (BSCO)	0.1	$299k	NEW	14k	20.89	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.1	$298k	-8%	3.1k	96.85	View chart
First Trust MF Closed and MF Open (MDIV)	0.1	$296k		19k	15.65	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.1	$296k		8.0k	36.96	View chart
Kroger Common Stock (KR)	0.1	$295k	-23%	6.5k	45.71	View chart
Ppl Corp Common Stock (PPL)	0.1	$291k	-10%	11k	27.10	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$291k	+4%	5.0k	57.95	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$289k		1.6k	186.55	View chart
Micron Technology Common Stock (MU)	0.0	$286k	-6%	3.3k	85.34	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$285k	+3%	3.2k	88.36	View chart
Costco Wholesale Common Stock (COST)	0.0	$282k	NEW	427.00	660.03	View chart
Kla Corp Common Stock (KLAC)	0.0	$277k		476.00	581.38	View chart
Invesco Dorsey MF Closed and MF Open (PDP)	0.0	$275k		3.2k	85.49	View chart
Spdr Port MF Closed and MF Open (SPEU)	0.0	$274k	+3%	6.8k	40.32	View chart
Wec Energy Common Stock (WEC)	0.0	$270k	+4%	3.2k	84.17	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$269k	-3%	2.7k	99.24	View chart
Target Corp Common Stock (TGT)	0.0	$267k	-16%	1.9k	142.39	View chart
Turning Point Common Stock (TPB)	0.0	$265k	NEW	10k	26.32	View chart
Vanguard Global MF Closed and MF Open (VNQI)	0.0	$264k		6.2k	42.59	View chart
Spdr Bloomberg MF Closed and MF Open (TIPX)	0.0	$259k		14k	18.59	View chart
Vanguard Long MF Closed and MF Open (BLV)	0.0	$259k		3.5k	74.58	View chart
Victory Victoryshares MF Closed and MF Open (QQQN)	0.0	$258k	-17%	9.5k	27.15	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.0	$255k	-3%	9.1k	27.99	View chart
Enbridge Common Stock (ENB)	0.0	$254k		7.1k	36.02	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.0	$250k	-16%	4.9k	51.05	View chart
Palo Alto Common Stock (PANW)	0.0	$248k	-4%	842.00	294.88	View chart
Ishares U S MF Closed and MF Open (PFF)	0.0	$248k	-93%	7.9k	31.19	View chart
Arrowhead Pharmaceutical Common Stock (ARWR)	0.0	$245k		8.0k	30.60	View chart
Welltower Common Stock (WELL)	0.0	$242k		2.7k	90.17	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$241k	-3%	1.1k	219.66	View chart
Wisdomtree Emerging MF Closed and MF Open (XSOE)	0.0	$241k	-11%	8.4k	28.88	View chart
Illumina Common Stock (ILMN)	0.0	$239k	NEW	1.7k	139.24	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.0	$239k		2.5k	93.83	View chart
First Trust MF Closed and MF Open (KNG)	0.0	$238k	NEW	4.6k	51.68	View chart
Citigroup Common Stock (C)	0.0	$237k	NEW	4.6k	51.44	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$235k	NEW	2.6k	89.81	View chart
First Trust MF Closed and MF Open (EMLP)	0.0	$234k		8.5k	27.69	View chart
Cencora Common Stock (COR)	0.0	$234k		1.1k	205.38	View chart
Tjx Cos Common Stock (TJX)	0.0	$233k	-25%	2.5k	93.81	View chart
Invesco Common Stock (IVZ)	0.0	$233k		13k	17.84	View chart
Airgain Common Stock (AIRG)	0.0	$232k	-8%	65k	3.56	View chart
Global X MF Closed and MF Open (MLPA)	0.0	$231k		5.2k	44.30	View chart
Yum Brands Common Stock (YUM)	0.0	$231k		1.8k	130.66	View chart
Altria Group Common Stock (MO)	0.0	$229k	-16%	5.7k	40.34	View chart
Allstate Corp Common Stock (ALL)	0.0	$228k	-61%	1.6k	139.97	View chart
Blackrock Science MF Closed and MF Open (BST)	0.0	$227k	-2%	6.7k	33.66	View chart
Global X MF Closed and MF Open (PFFD)	0.0	$227k		12k	19.40	View chart
Emerson Electric Common Stock (EMR)	0.0	$226k		2.3k	97.35	View chart
Spdr Bloomberg MF Closed and MF Open (JNK)	0.0	$226k		2.4k	94.75	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$225k	-4%	3.5k	64.92	View chart
Honeywell Intl Common Stock (HON)	0.0	$225k	-19%	1.1k	209.74	View chart
Blue Owl Common Stock (OBDC)	0.0	$225k	+2%	15k	14.76	View chart
Air Products Common Stock (APD)	0.0	$224k	-3%	818.00	273.94	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.0	$224k	-8%	2.2k	99.78	View chart
Ishares U S MF Closed and MF Open (LRGF)	0.0	$220k	-5%	4.6k	48.29	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.0	$219k	-6%	4.7k	46.36	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$218k	-20%	2.9k	76.12	View chart
Southern Copper Common Stock (SCCO)	0.0	$218k	NEW	2.5k	86.07	View chart
Vanguard S&p MF Closed and MF Open (IVOV)	0.0	$218k	NEW	2.5k	87.19	View chart
Kenvue Common Stock (KVUE)	0.0	$215k	-3%	10k	21.53	View chart
Invesco Exchange MF Closed and MF Open (PDN)	0.0	$212k	NEW	6.5k	32.48	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.0	$210k	-23%	2.6k	79.34	View chart
Sector Industrial MF Closed and MF Open (XLI)	0.0	$209k	-21%	1.8k	113.99	View chart
Royal Caribbean Common Stock (RCL)	0.0	$209k	NEW	1.6k	129.49	View chart
Oneok Common Stock (OKE)	0.0	$208k	NEW	3.0k	70.22	View chart
Adobe Common Stock (ADBE)	0.0	$208k	NEW	348.00	596.60	View chart
Kkr & Co Common Stock (KKR)	0.0	$208k	NEW	2.5k	82.87	View chart
Ollies Bargain Common Stock (OLLI)	0.0	$207k	-8%	2.7k	75.89	View chart
Spdr Blackstone MF Closed and MF Open (SRLN)	0.0	$203k		4.8k	41.93	View chart
Newell Brands Common Stock (NWL)	0.0	$200k	-8%	23k	8.68	View chart
Haleon Common Stock (HLN)	0.0	$178k		22k	8.23	View chart
Cohen & Steers MF Closed and MF Open (RQI)	0.0	$166k		14k	12.24	View chart
Blackstone Strategic MF Closed and MF Open (BGB)	0.0	$165k	+2%	15k	11.32	View chart
Editas Medicine Common Stock (EDIT)	0.0	$142k		14k	10.13	View chart
Ionq Common Stock (IONQ)	0.0	$136k	NEW	11k	12.39	View chart
Iovance Biotherapeutics Common Stock (IOVA)	0.0	$122k		15k	8.13	View chart
Vodafone Group Common Stock (VOD)	0.0	$91k	-8%	10k	8.70	View chart
Inovio Pharmaceuticals Common Stock	0.0	$63k	+11%	123k	0.51	View chart
Pimco Strategic MF Closed and MF Open (RCS)	0.0	$62k	NEW	10k	6.08	View chart
Poseida Therapeutics Common Stock (PSTX)	0.0	$50k		15k	3.36	View chart
Danimer Scientific Common Stock (DNMR)	0.0	$47k	-15%	46k	1.02	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$20k	NEW	11k	1.83	View chart

Past Filings by Keystone Financial Group

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

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
Keystone Financial Group 2020 Q2 filed Aug. 13, 2020
Keystone Financial Group 2020 Q1 filed May 5, 2020
Keystone Financial Group 2020 Q1 restated filed May 5, 2020

View all past filings

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