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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, SPYM, STX, SPYG, and represent 21.48% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$9.9M), IALT (+$7.7M), SPYM (+$7.4M), VOOG (+$7.3M), SPYG (+$7.2M), BLCR (+$7.1M), SPTL (+$5.3M), VO, ICSH, SHLD.
Started 61 new stock positions in NVO, BUG, GPIX, GPUS, IGV, FAST, KKR, HIPS, PWRD, CB.
Reduced shares in these 10 stocks: JQUA (-$10M), SPY (-$6.1M), BIDD (-$5.2M), IEMG, THRO, NVDA, MTUM, IVW, SGUXX, IVV.
Sold out of its positions in BP, Blackstone Mortgage Trust In, BST, ET, EPD, PFFD, WINN, ILMN, QLTA, KVUE. MDLZ, PYPL, PAA, KRE, SGUXX, TER, USFR, Diginex.
Keystone Financial Group was a net buyer of stock by $67M.
Keystone Financial Group has $1.7B in assets under management (AUM), dropping by 15.03%.
Central Index Key (CIK): 0001729299

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 567 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Keystone Financial Group has 567 total positions. Only the first 250 positions are shown.

Sign up to view all of the Keystone Financial Group June 30, 2026 positions
Download the Keystone Financial Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.8	$98M		338k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.8	$81M	-6%	108k	746.77	View chart
Spdr Series Trust St Str P500etf (SPYM)	4.2	$70M	+11%	799k	87.88	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	3.6	$61M		63k	964.99	View chart
State Street MF Closed and MF Open (SPYG)	3.1	$53M	+15%	443k	118.99	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	3.0	$51M	+3%	1.1M	45.75	View chart
Advanced Micro Devices (AMD)	2.8	$47M		80k	580.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$45M		122k	370.04	View chart
NVIDIA Corporation (NVDA)	2.4	$40M	-7%	201k	200.09	View chart
Tesla Motors (TSLA)	2.3	$40M		94k	420.60	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.3	$39M	+4%	567k	68.01	View chart
Palantir Technologies Cl A (PLTR)	1.9	$32M	+3%	275k	116.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$25M		37k	686.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$24M	+4%	49k	500.39	View chart
Amazon (AMZN)	1.4	$24M		100k	238.34	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.2	$20M	-9%	378k	52.72	View chart
JPMorgan Chase & Co. (JPM)	1.2	$20M		61k	327.33	View chart
Meta Platforms Cl A (META)	1.2	$19M		34k	563.29	View chart
Ishares Core Msci Core Msci Emkt (IEMG)	1.1	$19M	-20%	228k	82.84	View chart
Microsoft Corporation (MSFT)	1.1	$18M	-4%	48k	373.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$17M	-7%	23k	736.41	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.0	$16M	+9%	440k	36.53	View chart
State Street MF Closed and MF Open (SPTL)	0.8	$14M	+61%	534k	26.23	View chart
Vanguard Total Bond Uit Exchange Traded (BND)	0.8	$14M	+12%	190k	73.41	View chart
Alphabet Common Stock (GOOG)	0.8	$13M		37k	353.33	View chart
Vanguard Value Index Uit Exchange Traded (VTV)	0.8	$13M		59k	217.93	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.8	$13M		17.00	748850.00	View chart
Johnson & Johnson (JNJ)	0.7	$12M	-3%	47k	253.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$12M	+536%	137k	86.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$12M	+2%	32k	357.37	View chart
Ishares Msci Usa Uit Exchange Traded (MTUM)	0.7	$11M	-20%	33k	342.83	View chart
T Rowe MF Closed and MF Open (TCAF)	0.6	$10M		254k	41.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$9.3M	-19%	12k	748.87	View chart
Vanguard S&p MF Closed and MF Open (VOOG)	0.5	$8.6M	+524%	105k	82.62	View chart
Global X MF Closed and MF Open (SHLD)	0.5	$8.3M	+32%	139k	59.71	View chart
Vanguard Dividend Uit Exchange Traded (VIG)	0.5	$8.2M	+5%	35k	236.62	View chart
Ishares Systematic MF Closed and MF Open (IALT)	0.5	$7.7M	NEW	275k	28.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$7.6M	+20%	33k	227.06	View chart
Ishares Large MF Closed and MF Open (BLCR)	0.4	$7.5M	+1653%	149k	50.37	View chart
Vaneck Long Muni Etf Uit Exchange Traded (MLN)	0.4	$7.4M	+10%	413k	17.78	View chart
Vanguard S&p MF Closed and MF Open (VOOV)	0.4	$7.1M	+8%	32k	219.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$7.0M	+8%	32k	219.43	View chart
Ishares U S MF Closed and MF Open (THRO)	0.4	$6.9M	-32%	160k	43.11	View chart
Vanguard Small MF Closed and MF Open (VB)	0.4	$6.8M	+5%	22k	303.12	View chart
Vaneck Cef Municipal Uit Exchange Traded (XMPT)	0.4	$6.7M	+11%	302k	22.34	View chart
Micron Technology (MU)	0.4	$6.7M	+36%	5.8k	1154.37	View chart
Exxon Mobil Corporation (XOM)	0.4	$6.5M	-10%	48k	136.72	View chart
State Street Spdr Nuveen Uit Exchange Traded (HYMB)	0.4	$6.5M	+11%	256k	25.44	View chart
Boeing Common Stock (BA)	0.4	$6.3M	+3%	29k	216.47	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.4	$6.3M	+330%	78k	80.57	View chart
Lowe's Companies (LOW)	0.4	$6.0M	+3%	27k	220.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$5.9M		36k	164.27	View chart
McDonald's Corporation (MCD)	0.3	$5.8M	-2%	21k	270.31	View chart
State Street Doubleline Uit Exchange Traded (TOTL)	0.3	$5.6M	-2%	141k	39.47	View chart
Ishares Currency MF Closed and MF Open (HEFA)	0.3	$5.5M	-21%	117k	46.92	View chart
American Funds Washingto Ntf Equity Funds (WMFFX)	0.3	$5.5M		82k	66.80	View chart
Eli Lilly And Common Stock (LLY)	0.3	$5.4M	+8%	4.5k	1199.39	View chart
Capital Group Core Uit Exchange Traded (CGUS)	0.3	$5.4M	+56%	122k	44.48	View chart
Procter & Gamble Company (PG)	0.3	$5.4M	+3%	37k	146.64	View chart
At&t (T)	0.3	$5.4M	+4%	260k	20.70	View chart
American Funds Growth Fu Ntf Equity Funds (GFFFX)	0.3	$5.3M		61k	87.74	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.3	$5.1M	+21%	100k	50.60	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$4.8M	+72%	30k	158.03	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.3	$4.8M	+18%	14k	338.72	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$4.7M	-18%	88k	53.61	View chart
Chevron Corporation (CVX)	0.3	$4.6M	-4%	28k	165.76	View chart
Ishares Semiconductor Ishares Semicdtr (SOXX)	0.3	$4.5M	+4%	7.1k	640.78	View chart
Invesco S&p 500 Equal Uit Exchange Traded (RSP)	0.3	$4.5M		21k	212.77	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$4.5M		6.4k	703.36	View chart
Victoryshares Us MF Closed and MF Open (CFO)	0.3	$4.4M	-21%	55k	80.08	View chart
Wal-Mart Stores (WMT)	0.2	$4.2M		37k	113.26	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.2	$4.0M	+4%	53k	75.79	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$4.0M	+9%	21k	190.52	View chart
American Funds Income Fu Ntf Equity Funds (AMEFX)	0.2	$4.0M		146k	27.28	View chart
Ishares Msci Usa Min Vol Msci Usa Min Etf (USMV)	0.2	$4.0M	+2%	41k	96.46	View chart
American Funds Capital W Ntf Equity Funds (WGIFX)	0.2	$4.0M		49k	81.56	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$4.0M		5.2k	763.13	View chart
Disney Walt Common Stock (DIS)	0.2	$3.9M	+5%	41k	96.25	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.2	$3.9M	-72%	54k	72.28	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.2	$3.8M	+4%	28k	137.54	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$3.8M	+25%	7.3k	522.42	View chart
Taiwan Semiconductor M F American Depository (TSM)	0.2	$3.8M	+8%	8.0k	477.54	View chart
Western Digital (WDC)	0.2	$3.8M	+12%	5.9k	638.70	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.2	$3.7M		29k	130.40	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$3.7M	+10%	46k	81.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.7M	-7%	49k	75.51	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.2	$3.7M	NEW	73k	50.58	View chart
Philip Morris Intl Common Stock (PM)	0.2	$3.6M	+11%	20k	180.91	View chart
Abbvie Common Stock (ABBV)	0.2	$3.6M	-24%	14k	251.64	View chart
Ionq Common Stock (IONQ)	0.2	$3.6M	+6%	67k	53.26	View chart
Palo Alto Networks Common Stock (PANW)	0.2	$3.5M		10k	341.02	View chart
Ishares Core S&p Uit Exchange Traded (IJR)	0.2	$3.5M		24k	148.31	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$3.4M	+73%	45k	77.23	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$3.4M	+30%	64k	53.11	View chart
Ishares Intl MF Closed and MF Open (BIDD)	0.2	$3.4M	-60%	112k	30.02	View chart
Broadcom (AVGO)	0.2	$3.3M	+7%	8.9k	377.73	View chart
Caterpillar Common Stock (CAT)	0.2	$3.3M		3.1k	1064.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.3M	+14%	11k	300.46	View chart
Capital Group MF Closed and MF Open (CGGR)	0.2	$3.3M	+5%	70k	47.20	View chart
State Street MF Closed and MF Open (SPYV)	0.2	$3.3M		54k	60.79	View chart
State Street MF Closed and MF Open (SPMB)	0.2	$3.2M	-15%	145k	22.31	View chart
Ishares Core S&p Mid-cap Core S&p Mcp Etf (IJH)	0.2	$3.2M	+76%	41k	77.11	View chart
American Funds American Ntf Equity Funds (AMBFX)	0.2	$3.2M		78k	41.00	View chart
Ishares Aerospace Us Aer Def Etf (ITA)	0.2	$3.2M	+63%	13k	242.42	View chart
Ishares Global Tech Etf Global Tech Etf (IXN)	0.2	$3.2M		22k	144.48	View chart
Home Depot (HD)	0.2	$3.1M	-11%	8.8k	352.70	View chart
Chipotle Mexican Grill I Common Stock (CMG)	0.2	$3.1M	+3%	91k	34.00	View chart
Wells Fargo & C 7.5 P Convertable Prefered (WFC.PL)	0.2	$3.0M		2.6k	1157.00	View chart
Invesco National MF Closed and MF Open (PZA)	0.2	$3.0M		128k	23.52	View chart
Intel Corporation (INTC)	0.2	$3.0M	+67%	22k	139.63	View chart
American Funds Capital I Ntf Equity Funds (CAIFX)	0.2	$3.0M		36k	81.85	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$2.9M	-13%	32k	90.74	View chart
Capital Group MF Closed and MF Open (CGDV)	0.2	$2.9M	+3%	58k	49.28	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.2	$2.8M	+55%	56k	50.57	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.8M	-41%	6.5k	433.31	View chart
Tcw Flexible MF Closed and MF Open (FLXR)	0.2	$2.8M	+55%	72k	39.21	View chart
Cisco Sys Common Stock (CSCO)	0.2	$2.8M	+7%	24k	117.46	View chart
Coca-Cola Company (KO)	0.2	$2.8M		34k	81.27	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$2.7M	+2%	59k	45.52	View chart
Ishares U.s. Treasury Uit Exchange Traded (GOVT)	0.2	$2.6M	+19%	116k	22.78	View chart
Merck & Co (MRK)	0.2	$2.6M	-14%	20k	128.50	View chart
Netflix Common Stock (NFLX)	0.2	$2.6M	+9%	36k	71.40	View chart
Ishares Core Msci Eafe Uit Exchange Traded (IEFA)	0.2	$2.6M		27k	96.58	View chart
Lincoln Natl Corp Ind Common Stock (LNC)	0.1	$2.5M	+4%	71k	35.35	View chart
Visa Com Cl A (V)	0.1	$2.5M	-15%	7.3k	343.07	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.1	$2.5M		28k	89.20	View chart
Ge Aerospace Common Stock (GE)	0.1	$2.4M		6.5k	373.71	View chart
Dell Technologies CL C (DELL)	0.1	$2.3M	+278%	5.4k	431.43	View chart
Nike Common Stock (NKE)	0.1	$2.3M	+18%	56k	41.05	View chart
Capital Group MF Closed and MF Open (CGBL)	0.1	$2.3M	+28%	61k	37.96	View chart
Marathon Petroleum Common Stock (MPC)	0.1	$2.2M		8.8k	255.68	View chart
American Funds Invmt Ntf Equity Funds (ICAFX)	0.1	$2.2M	-10%	33k	68.18	View chart
Pepsi (PEP)	0.1	$2.2M	-17%	16k	135.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.2M	+131%	18k	119.52	View chart
First Trust MF Closed and MF Open (FMB)	0.1	$2.1M	+12%	40k	51.37	View chart
Vanguard Mega Cap Growth Uit Exchange Traded (MGK)	0.1	$2.0M	+349%	23k	87.91	View chart
Victoryshares U S MF Closed and MF Open (CDC)	0.1	$2.0M	-17%	27k	74.37	View chart
Ishares Russell MF Closed and MF Open (IWL)	0.1	$2.0M	+70%	11k	184.95	View chart
Pfizer (PFE)	0.1	$1.9M	+6%	81k	24.08	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.1	$1.9M	-25%	28k	68.41	View chart
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)	0.1	$1.9M	NEW	18k	103.88	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$1.8M	+75%	17k	107.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.8M	-12%	5.0k	368.38	View chart
Corning Common Stock (GLW)	0.1	$1.8M	-42%	7.0k	255.44	View chart
First Trust Value Line Uit Exchange Traded (FVD)	0.1	$1.8M	+5%	36k	48.18	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.7M	+28%	5.7k	302.95	View chart
Global X MF Closed and MF Open (ZAP)	0.1	$1.7M	+45%	50k	34.61	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.1	$1.7M	NEW	2.7k	623.59	View chart
Airbnb Common Stock (ABNB)	0.1	$1.7M	+2%	12k	143.10	View chart
Kla Corp Com New (KLAC)	0.1	$1.7M	+902%	5.6k	301.72	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$1.7M	-2%	49k	33.84	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.1	$1.7M	-11%	17k	98.80	View chart
Ishares Flexible MF Closed and MF Open (BINC)	0.1	$1.6M	-47%	32k	52.34	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$1.6M	-2%	8.7k	188.09	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.1	$1.6M	NEW	9.2k	178.59	View chart
Intl Business Common Stock (IBM)	0.1	$1.6M		5.8k	281.19	View chart
Ishares Msci Msci Intl Qualty (IQLT)	0.1	$1.6M		33k	49.55	View chart
Ishares U S MF Closed and MF Open (IYM)	0.1	$1.6M	NEW	9.0k	179.54	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$1.6M	-2%	11k	144.29	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$1.6M	+5%	13k	126.58	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.6M	-6%	3.1k	509.40	View chart
State Streer MF Closed and MF Open (XAR)	0.1	$1.6M	+12%	5.5k	283.80	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.1	$1.5M	-3%	18k	83.75	View chart
Ishares S&p Mid-cap 400 Uit Exchange Traded (IJK)	0.1	$1.5M	NEW	13k	117.50	View chart
Enbridge Common Stock (ENB)	0.1	$1.5M	+7%	28k	54.21	View chart
Dominion Energy Common Stock (D)	0.1	$1.5M	+16%	22k	68.29	View chart
Global X MF Closed and MF Open (PAVE)	0.1	$1.5M	+45%	26k	58.92	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$1.5M	-2%	27k	56.98	View chart
Costco Wholesale Corporation (COST)	0.1	$1.5M	+3%	1.6k	935.37	View chart
State Street MF Closed and MF Open (SPDW)	0.1	$1.5M	+2%	30k	50.39	View chart
Nextera Energy (NEE)	0.1	$1.5M		17k	87.77	View chart
Deere & Co Common Stock (DE)	0.1	$1.5M		2.3k	634.23	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.1	$1.4M	-43%	10k	136.67	View chart
Victoryshares Dividend MF Closed and MF Open (VSDA)	0.1	$1.4M		24k	58.18	View chart
Ishares S&p S&p Mc 400vl Etf (IJJ)	0.1	$1.4M	NEW	9.4k	147.73	View chart
First Trust MF Closed and MF Open (FTSM)	0.1	$1.4M	+41%	23k	59.73	View chart
Verizon Communications (VZ)	0.1	$1.4M	+13%	33k	42.34	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$1.4M	-40%	30k	45.34	View chart
Vanguard Ftse Uit Exchange Traded (VEA)	0.1	$1.4M	+11%	19k	71.25	View chart
ON Semiconductor (ON)	0.1	$1.4M	NEW	14k	94.54	View chart
State Street MF Closed and MF Open (SPTM)	0.1	$1.4M	+47%	15k	90.79	View chart
3M Common Stock (MMM)	0.1	$1.4M		8.4k	161.90	View chart
First Trust MF Closed and MF Open (FNX)	0.1	$1.3M	NEW	9.1k	146.34	View chart
State Street MF Closed and MF Open (BILS)	0.1	$1.3M	+8%	13k	99.38	View chart
Southern Company Common Stock (SO)	0.1	$1.3M		14k	95.71	View chart
Vanguard Us MF Closed and MF Open (VFVA)	0.1	$1.3M		8.8k	148.43	View chart
Unilever Common Stock (UL)	0.1	$1.3M	+4%	21k	60.12	View chart
Virtus Equity MF Closed and MF Open (NIE)	0.1	$1.3M	+2%	48k	26.86	View chart
Albemarle Corp Preferred Stock (ALB.PA)	0.1	$1.3M	-14%	23k	55.35	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.1	$1.3M	+19%	7.8k	163.45	View chart
State Street MF Closed and MF Open (XBI)	0.1	$1.3M	NEW	8.1k	158.26	View chart
First Trust MF Closed and MF Open (GRID)	0.1	$1.3M	+19%	6.6k	191.75	View chart
Altria Group Common Stock (MO)	0.1	$1.3M	+33%	18k	71.95	View chart
Vanguard Us MF Closed and MF Open (VFMV)	0.1	$1.3M		9.0k	139.36	View chart
British Amern Common Stock (BTI)	0.1	$1.2M	+4%	20k	61.76	View chart
American Funds New Econo Ntf Equity Funds (NEFFX)	0.1	$1.2M		14k	90.55	View chart
Qualcomm Common Stock (QCOM)	0.1	$1.2M		6.4k	184.79	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$1.2M	-4%	14k	85.49	View chart
Intl Paper Common Stock (IP)	0.1	$1.2M		31k	38.10	View chart
RH Common Stock (RH)	0.1	$1.2M	+12%	7.1k	164.73	View chart
Toast Common Stock (TOST)	0.1	$1.1M	+14%	41k	27.82	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$1.1M	+4%	3.3k	343.95	View chart
Fedex Corp Common Stock (FDX)	0.1	$1.1M		3.6k	313.15	View chart
Barrick Mining Common Stock (B)	0.1	$1.1M		31k	36.73	View chart
Kimberly Clark Common Stock (KMB)	0.1	$1.1M	+2%	10k	109.77	View chart
State Street MF Closed and MF Open (XTN)	0.1	$1.1M	NEW	9.6k	115.65	View chart
American Funds New World Ntf Equity Funds (NFFFX)	0.1	$1.1M		10k	108.27	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.1	$1.1M		11k	103.96	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$1.1M	+2%	6.9k	158.66	View chart
State Street MF Closed and MF Open (SLYV)	0.1	$1.1M		10k	109.12	View chart
State Street MF Closed and MF Open (MDYV)	0.1	$1.1M		12k	94.85	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$1.1M		58k	18.43	View chart
Clorox Company Common Stock (CLX)	0.1	$1.1M		11k	95.44	View chart
Applied Matls Common Stock (AMAT)	0.1	$1.0M	-2%	1.5k	723.22	View chart
First Trust Capital Uit Exchange Traded (FTCS)	0.1	$1.0M	-5%	11k	93.92	View chart
Oracle Corporation (ORCL)	0.1	$1.0M	+3%	7.1k	146.56	View chart
Uber Technologies Common Stock (UBER)	0.1	$1.0M	+90%	14k	72.16	View chart
Tjx Cos Common Stock (TJX)	0.1	$1.0M		6.8k	151.51	View chart
Norfolk Southern Common Stock (NSC)	0.1	$1.0M	-45%	3.2k	314.57	View chart
Artisan Partners Common Stock (APAM)	0.1	$1.0M	+5%	29k	34.53	View chart
American Electric Common Stock (AEP)	0.1	$1.0M	-33%	7.3k	136.82	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.0M		30k	33.29	View chart
Bank New York Mellon Cor Common Stock (BNY)	0.1	$997k		6.9k	144.62	View chart
Vanguard Mega MF Closed and MF Open (MGC)	0.1	$990k	+120%	3.6k	273.64	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$981k	-43%	18k	53.47	View chart
First Trust MF Closed and MF Open (FV)	0.1	$979k		13k	75.88	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.1	$976k	-6%	19k	50.49	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$961k		7.5k	127.81	View chart
U S Bancorp De Com New (USB)	0.1	$940k	-5%	16k	60.40	View chart
Teva Pharmaceutical Common Stock (TEVA)	0.1	$931k	-9%	28k	33.88	View chart
Global X MF Closed and MF Open (AIQ)	0.1	$930k	-16%	14k	65.61	View chart
Texas Instruments Incorporated (TXN)	0.1	$928k	+41%	3.1k	298.08	View chart
First Trust Smid Cap Uit Exchange Traded (SDVY)	0.1	$926k		22k	43.14	View chart
Ishares High MF Closed and MF Open (HIMU)	0.1	$916k		18k	49.80	View chart
Vanguard Russell MF Closed and MF Open (VTHR)	0.1	$910k	+4%	2.7k	331.43	View chart
John Hancock MF Closed and MF Open (JHMD)	0.1	$902k		20k	44.41	View chart
Dnp Select MF Closed and MF Open (DNP)	0.1	$891k		83k	10.79	View chart
United Parcel Svcs CL B (UPS)	0.1	$883k	-13%	8.2k	107.50	View chart
Global X MF Closed and MF Open (BOTZ)	0.1	$881k	+5%	23k	37.94	View chart
First Trust MF Closed and MF Open (CIBR)	0.1	$872k	+46%	9.7k	89.85	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.1	$870k	-6%	17k	52.76	View chart
Ge Vernova Common Stock (GEV)	0.1	$858k		730.00	1175.02	View chart
American Express Common Stock (AXP)	0.1	$850k	+11%	2.5k	338.21	View chart
Fortive Corp Common Stock (FTV)	0.0	$838k		14k	61.09	View chart
Goldman Sachs Common Stock (GS)	0.0	$837k	-20%	828.00	1011.06	View chart
UnitedHealth (UNH)	0.0	$834k	+9%	2.0k	415.72	View chart
State Street Spdr Uit Exchange Traded (SPSM)	0.0	$832k		14k	57.67	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$824k		17k	48.66	View chart
Capital Group MF Closed and MF Open (CGCB)	0.0	$821k	+4%	31k	26.18	View chart
Ishares Msci Eafe Growth Eafe Grwth Etf (EFG)	0.0	$817k	+42%	6.6k	124.42	View chart

Past Filings by Keystone Financial Group

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

Keystone Financial Group 2026 Q2 filed July 29, 2026
Keystone Financial Group 2026 Q1 filed May 13, 2026
Keystone Financial Group 2025 Q4 filed Feb. 6, 2026
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

View all past filings

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