Keystone Financial Group

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

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Positions held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Keystone Financial Group

Companies in the Keystone Financial Group portfolio as of the March 2022 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) 10.2 $60M 133k 451.64
Apple Common Stock (AAPL) 6.4 $38M 216k 174.61
Victoryshares Us MF Closed and MF Open (CFO) 5.0 $30M +4% 400k 74.05
Ishares Core MF Closed and MF Open (ITOT) 3.2 $19M +6% 189k 100.94
First Trust MF Closed and MF Open (FTCS) 2.9 $17M +7% 219k 78.20
Victoryshares U S MF Closed and MF Open (CDC) 2.6 $15M +15% 209k 71.86
Tesla Common Stock (TSLA) 2.4 $14M +3% 13k 1077.62
Microsoft Corp Common Stock (MSFT) 2.3 $13M 43k 308.31
Vanguard Total MF Closed and MF Open (VTI) 2.0 $12M +13% 52k 227.68
Invesco S&p MF Closed and MF Open (RSP) 1.9 $11M +17% 69k 157.71
Vanguard S&p MF Closed and MF Open (VOO) 1.8 $11M 26k 415.17
Vanguard Value MF Closed and MF Open (VTV) 1.7 $10M +4% 69k 147.78
Berkshire Hathaway Common Stock (BRK.B) 1.6 $9.6M +4% 27k 352.90
First Trust MF Closed and MF Open (RDVY) 1.5 $9.1M +9% 185k 49.00

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Berkshire Hathaway Common Stock (BRK.A) 1.5 $9.0M 17.00 528941.18
Amazon Common Stock (AMZN) 1.4 $8.3M +5% 2.6k 3259.98
Ishares Msci MF Closed and MF Open (USMV) 1.4 $8.3M 106k 77.57
Vanguard Short MF Closed and MF Open (VTIP) 1.2 $6.8M +150% 133k 51.21
Ishares Core MF Closed and MF Open (IXUS) 1.1 $6.4M +12% 95k 66.58
First Trust MF Closed and MF Open (LMBS) 1.0 $6.2M NEW 126k 48.95
Spdr Portfolio MF Closed and MF Open (SPYG) 1.0 $6.1M 92k 66.21
Invesco Qqq MF Closed and MF Open (QQQ) 0.9 $5.5M +2% 15k 362.57
Advanced Micro Common Stock (AMD) 0.9 $5.3M 48k 109.33
Alphabet Common Stock (GOOG) 0.9 $5.2M +3% 1.9k 2792.97
Johnson & Johnson Common Stock (JNJ) 0.8 $5.0M 28k 177.24
Ishares U S MF Closed and MF Open (PFF) 0.8 $4.6M -31% 126k 36.42
Ishares Core MF Closed and MF Open (IVV) 0.8 $4.4M -16% 9.8k 453.67
Procter & Gamble Common Stock (PG) 0.7 $4.4M +4% 29k 152.81
Vanguard Dividend MF Closed and MF Open (VIG) 0.7 $4.1M +3% 26k 162.14
Spdr Doubleline MF Closed and MF Open (TOTL) 0.7 $4.1M +37% 92k 44.77
Nvidia Corp Common Stock (NVDA) 0.7 $3.9M 14k 272.87
Exxon Mobil Common Stock (XOM) 0.6 $3.8M 46k 82.60
Vanguard Growth MF Closed and MF Open (VUG) 0.6 $3.4M 12k 287.59
Ishares Msci MF Closed and MF Open (QUAL) 0.6 $3.3M -30% 25k 134.64
Alphabet Common Stock (GOOGL) 0.6 $3.3M 1.2k 2781.70
Meta Platforms Common Stock (FB) 0.5 $3.1M +18% 14k 222.36
SPDR S&P MF Closed and MF Open (MDY) 0.5 $3.1M 6.3k 490.41
Vanguard Small MF Closed and MF Open (VB) 0.5 $3.0M +8% 14k 212.56
Ishares Core MF Closed and MF Open (IJR) 0.5 $2.9M +3% 27k 107.89
Spdr Dow MF Closed and MF Open (DIA) 0.5 $2.8M 8.1k 346.81
Pepsico Common Stock (PEP) 0.5 $2.8M 17k 167.40
Ishares Msci MF Closed and MF Open (MTUM) 0.5 $2.8M -6% 16k 168.25
Sector Financial MF Closed and MF Open (XLF) 0.5 $2.8M +9% 72k 38.32
Ishares S&p MF Closed and MF Open (IUSG) 0.5 $2.8M 26k 105.67
Vanguard S&p MF Closed and MF Open (VOOG) 0.5 $2.7M +11% 9.7k 275.69
First Trust MF Closed and MF Open (FTGC) 0.4 $2.6M +231% 93k 28.43
Vanguard Mid MF Closed and MF Open (VO) 0.4 $2.6M +11% 11k 237.88
Boeing Company Common Stock (BA) 0.4 $2.6M +12% 13k 191.50
Spdr Series MF Closed and MF Open (SLYV) 0.4 $2.5M +178% 30k 83.34
First Trust MF Closed and MF Open (FV) 0.4 $2.5M 52k 47.66
Ishares Global MF Closed and MF Open (IXN) 0.4 $2.5M -9% 42k 58.02
Spdr Portfolio MF Closed and MF Open (SPDW) 0.4 $2.4M +3% 71k 34.28
Ishares Core MF Closed and MF Open (DGRO) 0.4 $2.4M +12% 45k 53.42
Vanguard Total MF Closed and MF Open (BND) 0.4 $2.4M 30k 79.55
Jpmorgan Chase Common Stock (JPM) 0.4 $2.4M +12% 17k 136.34
Abbott Laboratories Common Stock (ABT) 0.4 $2.3M +7% 20k 118.38
Abbvie Common Stock (ABBV) 0.4 $2.3M +2% 14k 162.13
Vanguard S&p MF Closed and MF Open (IVOO) 0.4 $2.3M 13k 181.81
Walt Disney Common Stock (DIS) 0.4 $2.2M +8% 16k 137.18
Vanguard S&p MF Closed and MF Open (VIOO) 0.4 $2.2M 11k 198.05
Spdr Tips MF Closed and MF Open (SPIP) 0.4 $2.2M +198% 72k 30.26
Sector Energy MF Closed and MF Open (XLE) 0.4 $2.2M +12% 28k 76.45
Home Depot Common Stock (HD) 0.4 $2.1M +3% 7.1k 299.36
At&t Common Stock (T) 0.4 $2.1M +13% 89k 23.63
Intl Paper Common Stock (IP) 0.4 $2.1M 45k 46.15
Vanguard S&p MF Closed and MF Open (VOOV) 0.3 $2.1M +19% 14k 150.71
Ishares Core MF Closed and MF Open (IJH) 0.3 $2.1M 7.6k 268.39
Merck & Company Common Stock (MRK) 0.3 $2.0M 25k 82.06
First Trust MF Closed and MF Open (FVD) 0.3 $2.0M 48k 42.30
Vanguard High MF Closed and MF Open (VYM) 0.3 $2.0M +10% 18k 112.23
Schwab Us MF Closed and MF Open (SCHG) 0.3 $1.9M +97% 25k 74.80
Mcdonalds Corp Common Stock (MCD) 0.3 $1.9M +11% 7.5k 247.34
United Parcel Common Stock (UPS) 0.3 $1.8M -7% 8.6k 214.42
Ishares Core MF Closed and MF Open (IEFA) 0.3 $1.8M 25k 69.50
Victoryshares Dividend MF Closed and MF Open (VSDA) 0.3 $1.7M 37k 46.25
Ishares Tips MF Closed and MF Open (TIP) 0.3 $1.6M +12% 13k 124.60
Norfolk Southern Common Stock (NSC) 0.3 $1.6M 5.5k 285.25
Coca Cola Company Common Stock (KO) 0.3 $1.6M +2% 25k 62.01
Spdr Portfolio MF Closed and MF Open (SPYV) 0.3 $1.6M +20% 37k 41.76
Cisco Systems Common Stock (CSCO) 0.3 $1.5M 27k 55.76
Philip Morris Common Stock (PM) 0.2 $1.4M +2% 15k 93.95
Nike Common Stock (NKE) 0.2 $1.4M +18% 11k 134.52
Pfizer Common Stock (PFE) 0.2 $1.4M +6% 27k 51.78
Ishares Core MF Closed and MF Open (IEMG) 0.2 $1.4M -2% 25k 55.57
Chevron Corp Common Stock (CVX) 0.2 $1.4M 8.5k 162.84
Walmart Common Stock (WMT) 0.2 $1.4M +7% 9.2k 148.95
FS KKR Common Stock (FSK) 0.2 $1.3M 58k 22.82
Netflix Common Stock (NFLX) 0.2 $1.2M 3.3k 374.51
Lowes Companies Common Stock (LOW) 0.2 $1.1M +16% 5.6k 202.25
Virtus Allianzgi MF Closed and MF Open (NIE) 0.2 $1.1M 42k 27.14
Ishares Msci MF Closed and MF Open (EFAV) 0.2 $1.1M -3% 16k 72.12
Diageo Common Stock (DEO) 0.2 $1.1M 5.5k 203.21
Spdr Series MF Closed and MF Open (SLY) 0.2 $1.1M 12k 93.58
Chipotle Mexican Common Stock (CMG) 0.2 $1.1M 699.00 1582.26
Victoryshares Us MF Closed and MF Open (CFA) 0.2 $1.1M +3% 15k 74.06
Bank America Common Stock (BAC) 0.2 $1.1M 27k 41.22
Vanguard Information MF Closed and MF Open (VGT) 0.2 $1.1M -7% 2.6k 416.60
Invesco Dwa MF Closed and MF Open (DWAS) 0.2 $1.0M +14% 12k 84.70
Qualcomm Common Stock (QCOM) 0.2 $1.0M -3% 6.8k 152.89
Verizon Communications Common Stock (VZ) 0.2 $1.0M +6% 21k 50.93
Ishares 0-5 MF Closed and MF Open (STIP) 0.2 $1.0M +142% 9.8k 104.92
Ishares Msci MF Closed and MF Open (LRGF) 0.2 $1.0M -3% 23k 44.47
Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $1.0M -2% 21k 48.03
Sector Consumer MF Closed and MF Open (XLP) 0.2 $995k +11% 13k 75.87
Barrick Gold Common Stock (GOLD) 0.2 $967k +4% 39k 24.52
Becton Dickinson Common Stock (BDX) 0.2 $939k 3.5k 266.08
Ishares Msci MF Closed and MF Open (ACWV) 0.2 $934k -9% 8.9k 104.78
Lockheed Martin Common Stock (LMT) 0.2 $929k 2.1k 441.54
Victory Victoryshares MF Closed and MF Open (QQQN) 0.2 $927k +14% 32k 28.93
Unitedhealth Group Common Stock (UNH) 0.2 $911k 1.8k 509.79
Vanguard Fste MF Closed and MF Open (VWO) 0.2 $885k 19k 46.12
Ishares Core MF Closed and MF Open (IUSB) 0.1 $869k -2% 18k 49.61
Visa Common Stock (V) 0.1 $869k +2% 3.9k 221.85
Airbnb Common Stock (ABNB) 0.1 $868k +10% 5.1k 171.75
Sector Technology MF Closed and MF Open (XLK) 0.1 $864k -41% 5.4k 158.91
Vanguard Short MF Closed and MF Open (BSV) 0.1 $852k +13% 11k 77.92
Vanguard Ftse MF Closed and MF Open (VEU) 0.1 $847k 15k 57.57
3m Company Common Stock (MMM) 0.1 $842k +15% 5.7k 148.84
First Trust MF Closed and MF Open (FVC) 0.1 $839k -26% 23k 36.66
Intel Corp Common Stock (INTC) 0.1 $796k -6% 16k 49.59
Artisan Partners Common Stock (APAM) 0.1 $788k -6% 20k 39.33
Duke Energy Common Stock (DUK) 0.1 $777k +5% 7.0k 111.65
Unilever Common Stock (UL) 0.1 $771k +40% 17k 45.56
SPDR S&P MF Closed and MF Open (KRE) 0.1 $761k 11k 68.93
Albemarle Corp Common Stock (ALB) 0.1 $752k +33% 3.4k 221.18
Sector Healthcare MF Closed and MF Open (XLV) 0.1 $729k +8% 5.3k 136.95
Goldman Sachs Common Stock (GS) 0.1 $716k +4% 2.2k 330.26
Blackrock Ultra MF Closed and MF Open (ICSH) 0.1 $710k +10% 14k 50.17
Spdr Index MF Closed and MF Open (QEFA) 0.1 $696k -3% 9.6k 72.14
Fedex Corp Common Stock (FDX) 0.1 $695k 3.0k 231.36
Global X MF Closed and MF Open (QYLD) 0.1 $694k +72% 33k 20.97
Ford Motor Common Stock (F) 0.1 $668k +4% 40k 16.91
Invesco Dwa MF Closed and MF Open (PDP) 0.1 $662k -11% 8.2k 81.06
Oracle Corp Common Stock (ORCL) 0.1 $654k +6% 7.9k 82.77
American Electric Common Stock (AEP) 0.1 $646k +2% 6.5k 99.77
Ishares Msci MF Closed and MF Open (ACWI) 0.1 $641k 6.4k 99.74
Spdr Series MF Closed and MF Open (EFIV) 0.1 $633k -2% 15k 43.41
Allstate Corp Common Stock (ALL) 0.1 $617k 4.5k 138.56
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.1 $617k -5% 7.2k 86.06
Dnp Select MF Closed and MF Open (DNP) 0.1 $612k +10% 52k 11.82
U S Bancorp De Common Stock (USB) 0.1 $608k +14% 11k 53.12
Ishares Semiconductor MF Closed and MF Open (SOXX) 0.1 $606k +15% 1.3k 473.44
Victoryshares Us MF Closed and MF Open (CDL) 0.1 $602k 9.5k 63.14
British Amern Common Stock (BTI) 0.1 $589k +3% 14k 42.13
Vanguard Mega MF Closed and MF Open (MGK) 0.1 $575k +3% 2.4k 235.56
Tractor Supply Common Stock (TSCO) 0.1 $572k 2.4k 233.56
Ishares Msci MF Closed and MF Open (SIZE) 0.1 $571k 4.4k 130.31
Invesco Exchange MF Closed and MF Open (SPHQ) 0.1 $566k -3% 11k 49.90
Illinois Tool Common Stock (ITW) 0.1 $554k 2.6k 209.53
Salesforce.com Common Stock (CRM) 0.1 $545k NEW 2.6k 212.23
Ishares Intl MF Closed and MF Open (IDV) 0.1 $541k -5% 17k 31.77
Anheuser Busch Common Stock (BUD) 0.1 $532k 8.9k 60.09
Glaxosmithkline Common Stock (GSK) 0.1 $519k 12k 43.57
Wells Fargo Common Stock (WFC) 0.1 $511k 11k 48.47
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.1 $506k +2% 45k 11.19
Palantir Technologies Common Stock (PLTR) 0.1 $506k +74% 37k 13.73
Alps Sector MF Closed and MF Open (SDOG) 0.1 $502k -7% 9.1k 55.10
RH Common Stock (RH) 0.1 $500k +27% 1.5k 326.16
Dominion Energy Common Stock (D) 0.1 $488k 5.7k 84.91
Anthem Common Stock (ANTM) 0.1 $477k -31% 971.00 491.25
Vaneck Long MF Closed and MF Open (MLN) 0.1 $476k +125% 25k 19.37
Select Utilities MF Closed and MF Open (XLU) 0.1 $474k 6.4k 74.53
Spdr Nuveen MF Closed and MF Open (HYMB) 0.1 $473k +123% 8.6k 55.15
Lincoln Natl Corp In Common Stock (LNC) 0.1 $471k +65% 7.2k 65.35
Mastercard Common Stock (MA) 0.1 $467k -2% 1.3k 357.31
Newell Brands Common Stock (NWL) 0.1 $465k +7% 22k 21.42
Teva Pharmaceutical Common Stock (TEVA) 0.1 $459k +2% 49k 9.40
Deere & Co Common Stock (DE) 0.1 $458k +4% 1.1k 415.61
Blackstone Common Stock (BX) 0.1 $445k -4% 3.5k 127.00
Schwab Us MF Closed and MF Open (SCHD) 0.1 $436k 5.5k 78.89
Vaneck Cef MF Closed and MF Open (XMPT) 0.1 $436k +108% 17k 25.33
Vanguard Russell MF Closed and MF Open (VTHR) 0.1 $431k 2.1k 203.78
Spdr Bloomberg MF Closed and MF Open (TIPX) 0.1 $429k -3% 21k 20.66
Thermo Fisher Common Stock (TMO) 0.1 $429k -2% 727.00 590.10
Twitter Common Stock (TWTR) 0.1 $411k +15% 11k 38.72
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.1 $405k -8% 8.1k 50.10
Ishares Msci MF Closed and MF Open (EFG) 0.1 $405k +3% 4.2k 96.36
Eli Lilly Common Stock (LLY) 0.1 $404k 1.4k 286.32
Southern Company Common Stock (SO) 0.1 $401k 5.5k 72.45
Spdr Series MF Closed and MF Open (MDYV) 0.1 $400k +11% 5.7k 70.30
Nutrien Common Stock (NTR) 0.1 $394k -30% 3.8k 104.07
Vanguard Mid MF Closed and MF Open (VOT) 0.1 $392k -9% 1.8k 222.60
Bank New York Common Stock (BK) 0.1 $384k 7.7k 49.64
Marathon Petroleum Common Stock (MPC) 0.1 $383k -17% 4.5k 85.45
Ppl Corp Common Stock (PPL) 0.1 $382k +6% 13k 28.53
Travelers Cos Common Stock (TRV) 0.1 $379k -2% 2.1k 182.74
Vanguard Mega MF Closed and MF Open (MGV) 0.1 $379k 3.5k 107.24
Realty Income Common Stock (O) 0.1 $378k +10% 5.5k 69.23
First Trust MF Closed and MF Open (FYX) 0.1 $378k -3% 4.1k 91.53
Airgain Common Stock (AIRG) 0.1 $376k +55% 50k 7.57
Alliance Bernstein Oil & Gas, Real Estate and REIT (AB) 0.1 $375k 8.0k 47.06
Global X MF Closed and MF Open (BOTZ) 0.1 $374k 13k 29.04
Kroger Common Stock (KR) 0.1 $374k 6.5k 57.29
Pacer Benchmark MF Closed and MF Open (SRVR) 0.1 $371k 9.5k 39.02
Schwab Intl MF Closed and MF Open (SCHF) 0.1 $369k 10k 36.75
Broadcom Common Stock (AVGO) 0.1 $369k +6% 586.00 629.69
Spdr Bloomberg MF Closed and MF Open (JNK) 0.1 $360k 3.5k 102.39
Kimberly Clark Common Stock (KMB) 0.1 $359k +4% 2.9k 123.03
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.1 $358k 14k 25.79
Nextera Energy Common Stock (NEE) 0.1 $353k 4.2k 84.65
First Trust MF Closed and MF Open (FDN) 0.1 $348k 1.9k 187.91
Vanguard Health MF Closed and MF Open (VHT) 0.1 $347k -3% 1.4k 254.21
Invesco Exchange MF Closed and MF Open (SPLV) 0.1 $346k +5% 5.2k 67.03
Target Corp Common Stock (TGT) 0.1 $346k +19% 1.6k 212.27
Global X MF Closed and MF Open (PFFD) 0.1 $343k NEW 15k 23.53
Altria Group Common Stock (MO) 0.1 $342k 6.6k 52.18
Vanguard Real MF Closed and MF Open (VNQ) 0.1 $338k +3% 3.1k 108.44
First Trust MF Closed and MF Open (FXZ) 0.1 $338k 4.7k 71.69
Cvs Health Common Stock (CVS) 0.1 $334k -2% 3.3k 101.30
Lam Research Corporation Common Stock (LRCX) 0.1 $332k +28% 618.00 537.22
Vanguard Extended MF Closed and MF Open (VXF) 0.1 $330k 2.0k 165.41
BP Common Stock (BP) 0.1 $328k -7% 11k 29.38
Amgen Common Stock (AMGN) 0.1 $327k 1.4k 242.04
Linde Common Stock (LIN) 0.1 $326k -12% 1.0k 319.61
First Trust MF Closed and MF Open (FIXD) 0.1 $323k -93% 6.5k 49.52
Alps Alerian MF Closed and MF Open (AMLP) 0.1 $320k -9% 8.4k 38.25
Invesco Exchange MF Closed and MF Open (PDN) 0.1 $319k -3% 9.3k 34.46
Vanguard Global MF Closed and MF Open (VNQI) 0.1 $318k +2% 6.1k 51.98
Pacer Trendpilot MF Closed and MF Open (PTBD) 0.1 $316k +6% 13k 24.34
Spdr Series MF Closed and MF Open (XES) 0.1 $315k +3% 4.2k 75.00
Mondelez International Common Stock (MDLZ) 0.1 $315k 5.0k 62.86
Danimer Scientific Common Stock (DNMR) 0.1 $314k +3% 54k 5.86
First Trust MF Closed and MF Open (FTSM) 0.1 $310k -43% 5.2k 59.50
Wisdomtree Emerging MF Closed and MF Open (XSOE) 0.1 $309k 9.4k 32.70
Vanguard Large MF Closed and MF Open (VV) 0.1 $306k +5% 1.5k 208.73
Lattice Hartford MF Closed and MF Open (RODM) 0.1 $301k 10k 29.11
Wec Energy Common Stock (WEC) 0.1 $301k 3.0k 99.83
Proshares Trust MF Closed and MF Open (NOBL) 0.1 $296k +35% 3.1k 94.81
Vanguard Financials MF Closed and MF Open (VFH) 0.0 $294k +27% 3.2k 93.30
Eaton Vance MF Closed and MF Open (ETV) 0.0 $290k 19k 15.63
Ishares U S MF Closed and MF Open (IHF) 0.0 $289k 1.0k 283.33
Ishares Silver Common Stock (SLV) 0.0 $288k 13k 22.89
Ollies Bargain Common Stock (OLLI) 0.0 $287k 6.7k 42.89
Welltower Common Stock (WELL) 0.0 $285k 3.0k 96.09
Vanguard Small MF Closed and MF Open (VBR) 0.0 $282k 1.6k 175.81
First Trust MF Closed and MF Open (FDL) 0.0 $281k NEW 7.5k 37.44
Invesco Common Stock (IVZ) 0.0 $279k +14% 12k 23.06
Amplify Blackswan MF Closed and MF Open (SWAN) 0.0 $278k -94% 8.9k 31.35
Ishares Iboxx MF Closed and MF Open (LQD) 0.0 $277k +6% 2.3k 120.80
Enbridge Common Stock (ENB) 0.0 $277k -7% 6.0k 46.13
Arrowhead Pharmaceutical Common Stock (ARWR) 0.0 $276k 6.0k 46.00
Ishares S&p MF Closed and MF Open (IVW) 0.0 $274k NEW 3.6k 76.39
Sector Industrial MF Closed and MF Open (XLI) 0.0 $270k 2.6k 103.01
Draftkings Common Stock (DKNG) 0.0 $268k -12% 14k 19.48
Ishares Mbs MF Closed and MF Open (MBB) 0.0 $266k 2.6k 101.80
Ishares Russell MF Closed and MF Open (IWM) 0.0 $265k -22% 1.3k 205.43
Ishares Msci MF Closed and MF Open (EFA) 0.0 $264k 3.6k 73.68
Ishares Biotechnology MF Closed and MF Open (IBB) 0.0 $262k 2.0k 130.15
Intl Business Common Stock (IBM) 0.0 $261k +3% 2.0k 129.85
Inovio Pharmaceuticals Common Stock (INO) 0.0 $260k +9% 72k 3.59
Spdr Gold Common Stock (GLD) 0.0 $258k -19% 1.4k 180.42
Honeywell Intl Common Stock (HON) 0.0 $254k 1.3k 194.93
Truist Financial Common Stock (TFC) 0.0 $253k +28% 4.5k 56.68
Select Sector MF Closed and MF Open (XLRE) 0.0 $244k 5.1k 48.30
Vanguard International MF Closed and MF Open (VIGI) 0.0 $242k 3.1k 79.01
Tempur Sealy Common Stock (TPX) 0.0 $238k 8.5k 27.97
Bristol Myers Common Stock (BMY) 0.0 $238k 3.3k 72.92
Schlumberger Common Stock (SLB) 0.0 $237k NEW 5.7k 41.25
American Tower Common Stock (AMT) 0.0 $232k 924.00 251.08
American Intl Common Stock (AIG) 0.0 $230k 3.7k 62.72
Ecolab Common Stock (ECL) 0.0 $230k +39% 1.3k 176.92
Pimco Ehnanced MF Closed and MF Open (MINT) 0.0 $230k -13% 2.3k 100.00
Global X MF Closed and MF Open (MLPA) 0.0 $225k -6% 5.6k 40.23
Vodafone Group Common Stock (VOD) 0.0 $225k +3% 14k 16.60
Morgan Stanley Common Stock (MS) 0.0 $223k 2.6k 87.25
Victoryshares U S MF Closed and MF Open (VSMV) 0.0 $221k NEW 5.3k 41.67
Vanguard Municipal MF Closed and MF Open (VTEB) 0.0 $220k 4.3k 51.63
Air Products Common Stock (APD) 0.0 $220k NEW 881.00 249.72
Annaly Capital Common Stock (NLY) 0.0 $219k -9% 31k 7.05
Spdr Port MF Closed and MF Open (SPEU) 0.0 $218k NEW 5.6k 38.93
Cohen & Steers MF Closed and MF Open (RQI) 0.0 $217k 13k 16.71
Independent Bank Common Stock (IBCP) 0.0 $216k 9.8k 22.02
Owl Rock Common Stock (ORCC) 0.0 $216k 15k 14.79
Peloton Interactive Common Stock (PTON) 0.0 $213k 8.1k 26.45
Spdr Series MF Closed and MF Open (SDY) 0.0 $212k NEW 1.7k 128.10
Spdr Series MF Closed and MF Open (SLYG) 0.0 $211k +3% 2.5k 83.73
Goldman Sachs MF Closed and MF Open (GSLC) 0.0 $211k 2.4k 88.92
Kla Corp Common Stock (KLAC) 0.0 $210k +4% 575.00 365.22
Caterpillar Common Stock (CAT) 0.0 $210k NEW 943.00 222.69
Consumer Discretionary MF Closed and MF Open (XLY) 0.0 $203k -58% 1.1k 185.22
Amerisourcebergen Corp Common Stock (ABC) 0.0 $201k NEW 1.3k 154.62
Southern Copper Common Stock (SCCO) 0.0 $200k NEW 2.6k 75.99
India Fund MF Closed and MF Open (IFN) 0.0 $195k NEW 10k 19.31
Frontline Common Stock (FRO) 0.0 $193k -3% 22k 8.79
Appharvest Common Stock (APPH) 0.0 $175k +71% 33k 5.36
Nuveen Global MF Closed and MF Open (JGH) 0.0 $164k NEW 12k 14.27
Sorrento Therapeutics Common Stock (SRNE) 0.0 $47k +11% 20k 2.33
American Res Common Stock (AREC) 0.0 $30k 12k 2.61
Leap Therapeutics Common Stock (LPTX) 0.0 $30k 17k 1.75
Cango Common Stock (CANG) 0.0 $29k 11k 2.57
Sundial Growers Common Stock (SNDL) 0.0 $18k +61% 26k 0.69

Past Filings by Keystone Financial Group

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

View all past filings