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

Keystone Financial Group holds 524 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Keystone Financial Group has 524 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Equtities (AAPL) 6.0 $88M 341k 257.77
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State Street Spdr S&p 500 Etf Trust Equtities (SPY) 5.4 $79M 116k 678.10
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Spdr Series Trust Equtities (SPYM) 3.7 $55M +36% 714k 76.54
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Victory Portfolios Ii Equtities (VFLO) 2.9 $43M +3% 1.1M 39.48
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Seagate Technology H F Equtities (STX) 2.7 $40M 63k 641.16
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Nvidia Corporation Equtities (NVDA) 2.7 $39M 216k 181.28
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Vanguard Total Stock Market Index Fund Etf Shares Equtities (VTI) 2.7 $39M 121k 322.46
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Palantir Technologies Inclass Class A Equtities (PLTR) 2.7 $39M +7% 266k 146.10
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State Street Equtities (SPYG) 2.6 $38M +9% 383k 97.91
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Tesla Equtities (TSLA) 2.4 $36M +3% 94k 377.99
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Blackrock Etf Trust Equtities (DYNF) 2.2 $32M 543k 58.18
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Advanced Micro Devic Equtities (AMD) 1.9 $28M -3% 80k 354.49
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Amazon.com Equtities (AMZN) 1.6 $24M +2% 99k 239.68
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Berkshire Hathaway Inc Del Equtities (BRK.B) 1.5 $22M +2% 47k 478.66
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Vanguard S&p 500 Etf Equtities (VOO) 1.5 $22M 36k 607.88
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Meta Platforms Inc Class Class A Equtities (META) 1.4 $21M +4% 34k 598.19
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Ishares Core Msci Emerging Markets Etf Equtities (IEMG) 1.4 $20M +16% 286k 69.86
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Microsoft Corp Equtities (MSFT) 1.3 $19M +2% 50k 377.12
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Jpmorgan Chase & Co Equtities (JPM) 1.3 $19M +2% 61k 306.86
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Invesco Qqq Tr Equtities (QQQ) 1.0 $15M +17% 25k 579.01
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Blackrock Etf Trust Equtities (BAI) 0.9 $14M +16% 419k 32.95
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First Tr Exchng Traded Fd Vi Equtities (BUFR) 0.9 $14M +5% 402k 33.77
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Vanguard Total Bond Market Index Fund Etf Shares Equtities (BND) 0.9 $13M +3% 170k 73.54
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Berkshire Hathaway Inc Dclass Class A Equtities (BRK.A) 0.8 $12M 17.00 714836.47
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Jpmorgan Us Equtities (JQUA) 0.8 $12M +4% 196k 61.32
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Vanguard Value Index Fund Etf Shares Equtities (VTV) 0.8 $12M 60k 196.59
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Johnson & Johnson Equtities (JNJ) 0.8 $12M 49k 236.94
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Alphabet Inc Class Class C Equtities (GOOG) 0.8 $12M -3% 38k 305.45
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Ishares Core S&p 500 Etf Equtities (IVV) 0.7 $10M +23% 15k 658.94
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Ishares Msci Usa Momentum Factor Etf Equtities (MTUM) 0.7 $10M +9% 42k 242.42
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Alphabet Equtities (GOOGL) 0.7 $9.8M +6% 31k 310.96
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Vanguard Growth Index Fund Etf Shares Equtities (VUG) 0.6 $9.4M +2% 22k 436.00
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T Rowe Equtities (TCAF) 0.6 $9.1M 255k 35.59
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Exxon Mobil Corp Equtities (XOM) 0.6 $9.0M 53k 169.56
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State Street Equtities (SPTL) 0.6 $8.7M +43% 332k 26.30
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Ishares U S Equtities (THRO) 0.6 $8.6M +8% 237k 36.22
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Ishares Intl Equtities (BIDD) 0.6 $8.1M +15% 285k 28.43
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Global X Defense Tech Etf Equtities (SHLD) 0.5 $7.5M +31% 105k 70.84
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Vanguard Dividend Appreciation Index Fund Etf Shares Equtities (VIG) 0.5 $7.1M 33k 216.48
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Vanguard S&p Equtities (VOOG) 0.5 $6.8M 17k 407.69
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At&t Equtities (T) 0.5 $6.6M +3% 249k 26.64
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Vaneck Long Muni Etf Equtities (MLN) 0.5 $6.6M +20% 375k 17.63
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Mcdonalds Corp Equtities (MCD) 0.4 $6.5M +6% 22k 298.51
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Ishares Currency Equtities (HEFA) 0.4 $6.4M +2326% 150k 42.49
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Boeing Equtities (BA) 0.4 $6.3M +5% 28k 222.51
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Lowes Cos Equtities (LOW) 0.4 $6.2M +2% 26k 237.94
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Vanguard S&p Equtities (VOOV) 0.4 $6.1M 30k 203.79
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Chevron Corporation Equtities (CVX) 0.4 $6.1M +13% 29k 206.90
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Vaneck Cef Municipal Income Etf Equtities (XMPT) 0.4 $5.9M +22% 270k 21.69
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Ishares S&p Equtities (IVE) 0.4 $5.9M +8% 28k 211.15
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State Street Spdr Nuveenice High Yield Municipalbond Etf Equtities (HYMB) 0.4 $5.8M +23% 230k 25.13
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State Street Doubleline Total Return Tactical Etf Equtities (TOTL) 0.4 $5.8M -6% 145k 39.74
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Ishares Msci Usa Qualityfactor Etf Equtities (QUAL) 0.4 $5.7M +7% 29k 192.49
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Vanguard Small Equtities (VB) 0.4 $5.5M 21k 261.91
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American Funds Washington Mutual F2 Equtities (WMFFX) 0.4 $5.5M NEW 81k 67.35
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Select Sector Spdr Tr Equtities (XLF) 0.4 $5.4M +3% 108k 49.77
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Ishares Core S&p Total U.s. Stock Market Etf Equtities (ITOT) 0.4 $5.2M 36k 143.58
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Vanguard Mid Equtities (VO) 0.4 $5.2M 18k 287.18
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Victoryshares Us Equtities (CFO) 0.4 $5.2M -5% 70k 74.15
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Procter &gamble Equtities (PG) 0.4 $5.1M -2% 36k 144.44
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American Funds Growth Fund Of Amer F2 Equtities (GFFFX) 0.3 $5.0M NEW 61k 82.09
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Ishares Gold Tr Equtities (IAU) 0.3 $4.6M -48% 53k 88.16
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Walmart Equtities (WMT) 0.3 $4.6M 37k 124.90
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Ishares Core Equtities (IAGG) 0.3 $4.1M +11% 83k 50.04
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Abbvie Equtities (ABBV) 0.3 $4.1M 19k 217.13
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Invesco S&p 500 Equal Weight Etf Equtities (RSP) 0.3 $4.1M +7% 21k 192.01
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State Str Spdr S&p Midcap 40 Equtities (MDY) 0.3 $4.0M 6.4k 635.14
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Disney Walt Equtities (DIS) 0.3 $4.0M +10% 39k 103.75
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American Funds Income Fund Of Amer F2 Equtities (AMEFX) 0.3 $4.0M NEW 146k 27.47
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Eli Lilly And Equtities (LLY) 0.3 $3.9M +17% 4.2k 923.79
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State Street Equtities (SPMB) 0.3 $3.8M +7% 172k 22.39
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American Funds Capital World Gr&inc F2 Equtities (WGIFX) 0.3 $3.8M NEW 48k 77.58
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Ishares Msci Usa Min Volfactor Etf Equtities (USMV) 0.3 $3.7M +3% 40k 92.80
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Ishares Core Equtities (DGRO) 0.2 $3.6M +5% 51k 70.18
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Vanguard Russell Equtities (VONE) 0.2 $3.5M 12k 295.12
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Abbott Labs Equtities (ABT) 0.2 $3.5M -2% 37k 94.34
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Grayscale Bitcoin Trust Etf Equtities (GBTC) 0.2 $3.4M +2% 58k 58.15
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Home Depot Equtities (HD) 0.2 $3.3M 10k 328.85
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Vanguard S&p Equtities (IVOO) 0.2 $3.2M 28k 114.32
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Ishares Flexible Equtities (BINC) 0.2 $3.1M +15% 60k 51.93
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Netflix Equtities (NFLX) 0.2 $3.1M +10% 33k 95.29
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Ishares Core S&p Small-cap Etf Equtities (IJR) 0.2 $3.1M 24k 130.15
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Wells Fargo & C 7.5 Pfdconv Ser L Equtities (WFC.PL) 0.2 $3.1M 2.6k 1177.86
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American Funds American Balanced F2 Equtities (AMBFX) 0.2 $3.1M NEW 78k 39.54
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Vanguard S&p Equtities (VIOO) 0.2 $3.1M 27k 114.83
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State Street Equtities (SPYV) 0.2 $3.0M 54k 56.58
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Pepsico Equtities (PEP) 0.2 $3.0M +4% 20k 155.57
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Capital Group Core Equity Etf Equtities (CGUS) 0.2 $3.0M +27% 78k 38.48
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State Street Energy Select Sector Spdr Etf Equtities (XLE) 0.2 $3.0M 49k 61.22
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Philip Morris Intl Equtities (PM) 0.2 $3.0M +2% 18k 165.30
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American Funds Capital Income Bldr F2 Equtities (CAIFX) 0.2 $3.0M NEW 36k 81.11
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Chipotle Mexican Grill I Equtities (CMG) 0.2 $2.9M +11% 88k 33.53
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Invesco National Equtities (PZA) 0.2 $2.9M +378% 127k 22.98
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First Trust Equtities (RDVY) 0.2 $2.8M +3% 41k 68.28
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Merck & Co Equtities (MRK) 0.2 $2.7M +2% 23k 118.17
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State Street Equtities (DIA) 0.2 $2.7M -5% 5.9k 463.21
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Capital Group Equtities (CGGR) 0.2 $2.7M +28% 66k 40.19
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Taiwan Semiconductor Manufac Equtities (TSM) 0.2 $2.6M +28% 7.3k 359.70
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Visa Equtities (V) 0.2 $2.6M +16% 8.6k 302.55
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Coca Cola Equtities (KO) 0.2 $2.6M 34k 76.33
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Vanguard Whitehall Fds Equtities (VYM) 0.2 $2.6M +9% 18k 148.10
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Lincoln Natl Corp Ind Equtities (LNC) 0.2 $2.6M +5% 68k 37.74
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Broadcom Equtities (AVGO) 0.2 $2.6M +3% 8.2k 312.17
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State Street Equtities (XLK) 0.2 $2.6M -6% 19k 132.90
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Spdr Gold Tr Equtities (GLD) 0.2 $2.4M +11% 5.7k 430.29
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Lam Research Corp Equtities (LRCX) 0.2 $2.4M 11k 215.74
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American Funds Invmt Co Of Amer F2 Equtities (ICAFX) 0.2 $2.4M NEW 37k 65.80
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Capital Group Dividend Value Etf Equtities (CGDV) 0.2 $2.4M +26% 56k 42.57
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Avantis Intl Equtities (AVDE) 0.2 $2.4M NEW 28k 84.84
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Ishares S&p Equtities (IVW) 0.2 $2.4M +451% 21k 113.11
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Ishares Core Msci Eafe Etf Equtities (IEFA) 0.2 $2.4M 26k 91.15
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Ishares Tr Equtities (IWM) 0.2 $2.4M +1062% 9.5k 248.00
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Select Sector Spdr Tr Equtities (XLU) 0.2 $2.4M +7% 51k 45.89
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Victoryshares U S Equtities (CDC) 0.2 $2.3M +3% 33k 71.43
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Schwab Government Money Ultra Equtities (SGUXX) 0.2 $2.3M NEW 2.3M 1.00
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Ishares Global Tech Etf Equtities (IXN) 0.2 $2.3M -3% 22k 102.31
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Ishares U.s. Treasury Bond Etf Equtities (GOVT) 0.2 $2.2M +466% 97k 22.91
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Ishares Semiconductor Equtities (SOXX) 0.2 $2.2M +24% 6.7k 328.66
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Nike Equtities (NKE) 0.2 $2.2M +11% 48k 46.64
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Ishares Silver Tr Equtities (SLV) 0.1 $2.2M -7% 32k 68.14
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Ishares S&p Equtities (IJS) 0.1 $2.2M NEW 19k 118.45
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Caterpillar Equtities (CAT) 0.1 $2.2M +21% 3.1k 708.53
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Marathon Petroleum Equtities (MPC) 0.1 $2.1M 8.8k 244.19
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Pfizer Equtities (PFE) 0.1 $2.1M +11% 76k 28.08
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Ishares Msci Equtities (EEM) 0.1 $2.1M NEW 37k 56.79
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Energy Transfer Equtities (ET) 0.1 $2.1M +50% 106k 19.30
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Crowdstrike Hldgs Inc Class Class A Equtities (CRWD) 0.1 $2.0M +5% 5.2k 390.85
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Vanguard Malvern Fds Equtities (VCRB) 0.1 $2.0M +7% 26k 77.38
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Albemarle Corp Equtities (ALB.PA) 0.1 $1.9M -6% 27k 71.85
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Palo Alto Networks Equtities (PANW) 0.1 $1.9M +9% 11k 179.32
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Lockheed Martin Corp Equtities (LMT) 0.1 $1.9M +4% 3.3k 568.53
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Ge Aerospace Equtities (GE) 0.1 $1.8M 6.5k 283.77
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Jpmorgan Equtities (JPST) 0.1 $1.8M +14% 36k 50.61
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First Trust Equtities (FMB) 0.1 $1.8M -5% 36k 50.66
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Tcw Flexible Income Etf Equtities (FLXR) 0.1 $1.8M +14% 46k 39.27
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Ionq Equtities (IONQ) 0.1 $1.8M +33% 63k 28.83
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Cisco Sys Equtities (CSCO) 0.1 $1.8M -2% 22k 80.25
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Ishares Aerospace Equtities (ITA) 0.1 $1.8M +9% 8.0k 218.75
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Victoryshares Us Equtities (CFA) 0.1 $1.7M -9% 19k 91.48
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Vanguard Information Technology Index Fund Etf Shares Equtities (VGT) 0.1 $1.7M +246% 7.9k 216.37
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Norfolk Southern Equtities (NSC) 0.1 $1.7M +2% 5.9k 287.01
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Enterprise Prods Part Equtities (EPD) 0.1 $1.7M 45k 37.86
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Corning Equtities (GLW) 0.1 $1.6M +144% 12k 135.97
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Capital Group Equtities (CGBL) 0.1 $1.6M +51% 47k 34.41
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First Trust Value Line Dividend Index Fund Equtities (FVD) 0.1 $1.6M +13% 35k 47.05
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Vanguard Mega Cap Growthindex Fund Etf Shares Equtities (MGK) 0.1 $1.6M +25% 5.2k 309.67
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Airbnb Equtities (ABNB) 0.1 $1.6M +9% 12k 136.78
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Ishares Core S&p Mid-capetf Equtities (IJH) 0.1 $1.6M +2% 23k 67.80
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Duke Energy Equtities (DUK) 0.1 $1.6M +6% 12k 130.94
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Nextera Energy Equtities (NEE) 0.1 $1.6M 17k 93.17
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Costco Wholesale Corporation Equtities (COST) 0.1 $1.5M +5% 1.5k 997.03
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Micron Technology Equtities (MU) 0.1 $1.5M +12% 4.3k 354.84
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Ishares Msci Equtities (IQLT) 0.1 $1.5M 32k 46.23
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Schwab Us Equtities (SCHG) 0.1 $1.5M 51k 29.13
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Verizon Communications Equtities (VZ) 0.1 $1.4M +6% 29k 50.17
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American Electric Equtities (AEP) 0.1 $1.4M +8% 11k 131.09
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Vanguard Intl Equity Index F Equtities (VEU) 0.1 $1.4M 19k 75.10
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Enbridge Equtities (ENB) 0.1 $1.4M +13% 26k 54.14
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Western Digital Equtities (WDC) 0.1 $1.4M -8% 5.3k 270.51
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Fedex Corp Equtities (FDX) 0.1 $1.4M 3.6k 389.86
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Ishares S&p Equtities (IUSG) 0.1 $1.4M 9.0k 155.11
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Teradyne Equtities (TER) 0.1 $1.4M -8% 4.7k 296.48
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Ibm Corp Equtities (IBM) 0.1 $1.4M 5.7k 242.16
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First Trust Equtities (FYX) 0.1 $1.4M -20% 12k 119.36
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Albemarle Corp Equtities (ALB) 0.1 $1.4M +233% 7.6k 179.52
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Bank Of America Corp Equtities (BAC) 0.1 $1.3M +2% 27k 49.44
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Southern Company Equtities (SO) 0.1 $1.3M +4% 14k 96.52
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State Street Equtities (SPDW) 0.1 $1.3M +5% 29k 45.65
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Victoryshares Dividend Equtities (VSDA) 0.1 $1.3M +2% 24k 54.50
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Deere & Co Equtities (DE) 0.1 $1.3M +26% 2.3k 563.20
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Barrick Mining Equtities (B) 0.1 $1.3M -16% 31k 40.79
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State Streer Equtities (XAR) 0.1 $1.2M +315% 4.9k 253.98
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3m Company Equtities (MMM) 0.1 $1.2M 8.5k 145.24
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State Street Equtities (BILS) 0.1 $1.2M +20% 12k 99.44
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Vanguard Us Equtities (VFMV) 0.1 $1.2M 9.2k 133.23
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Dominion Energy Equtities (D) 0.1 $1.2M +4% 19k 61.86
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Vanguard Us Equtities (VFVA) 0.1 $1.2M 8.7k 134.62
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Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Equtities (UL) 0.1 $1.2M +3% 20k 57.00
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Ishares Bitcoin Trust Etf Equtities (IBIT) 0.1 $1.2M +44% 30k 38.42
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Clorox Company Equtities (CLX) 0.1 $1.2M NEW 11k 103.63
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Vanguard Total Equtities (VXUS) 0.1 $1.1M +7% 15k 77.11
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British Amern Equtities (BTI) 0.1 $1.1M +9% 19k 58.47
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Global X Equtities (ZAP) 0.1 $1.1M +100% 35k 32.16
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Vanguard Ftse Equtities (VEA) 0.1 $1.1M -12% 17k 64.08
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Intl Paper Equtities (IP) 0.1 $1.1M 31k 35.70
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First Trust Capital Strength Etf Equtities (FTCS) 0.1 $1.1M 12k 92.80
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Virtus Equity Equtities (NIE) 0.1 $1.1M -3% 47k 23.36
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American Funds New Economy F2 Equtities (NEFFX) 0.1 $1.1M NEW 14k 79.84
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Tjx Cos Equtities (TJX) 0.1 $1.1M -8% 6.8k 157.30
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Invesco Exch Traded Fd Tr Ii Equtities (QQQM) 0.1 $1.1M +6% 4.5k 237.64
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Janus Henderson Equtities (JAAA) 0.1 $1.0M +30% 21k 50.37
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American Funds New World F2 Equtities (NFFFX) 0.1 $1.0M NEW 10k 101.34
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Ishares National Equtities (MUB) 0.1 $1.0M +336% 9.8k 106.15
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Vaneck Morningstar Equtities (MOAT) 0.1 $1.0M 11k 96.70
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Oracle Corp Equtities (ORCL) 0.1 $1.0M +2% 6.9k 147.12
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Ishares Russell Equtities (IWL) 0.1 $1.0M NEW 6.3k 160.48
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Artisan Partners Equtities (APAM) 0.1 $1.0M +10% 28k 36.39
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State Street Health Careselect Sector Spdr Etf Equtities (XLV) 0.1 $993k 6.8k 146.52
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Global X Equtities (QYLD) 0.1 $992k +5% 58k 17.15
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First Trust Equtities (FTSM) 0.1 $986k NEW 17k 59.78
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State Street Equtities (MDYV) 0.1 $981k +2% 12k 85.15
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State Street Equtities (SLYV) 0.1 $971k 10k 94.58
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Kimberly Clark Equtities (KMB) 0.1 $966k +37% 10k 96.47
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United Parcel Svc Inc Class Class B Equtities (UPS) 0.1 $954k -3% 9.5k 100.23
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Toast Equtities (TOST) 0.1 $951k +102% 36k 26.51
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Vanguard Large Equtities (VV) 0.1 $945k 3.2k 298.87
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Vanguard Mega Equtities (MGV) 0.1 $944k +4% 6.5k 144.95
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Teva Pharmaceutical Equtities (TEVA) 0.1 $918k -11% 31k 30.12
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Global X Equtities (PAVE) 0.1 $901k +94% 18k 50.81
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First Trust Equtities (GRID) 0.1 $900k 5.5k 163.59
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Ishares High Equtities (HIMU) 0.1 $895k -44% 19k 47.98
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Goldman Sachs Equtities (GS) 0.1 $879k +67% 1.0k 846.17
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John Hancock Equtities (JHMD) 0.1 $872k NEW 21k 42.37
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Schwab Fundamental Equtities (FNDF) 0.1 $866k +17% 18k 48.93
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Waste Management Equtities (WM) 0.1 $862k +35% 3.8k 229.80
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Altria Group Equtities (MO) 0.1 $861k +13% 13k 65.99
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First Tr Exchange-traded Equtities (FDL) 0.1 $860k 17k 50.80
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Illinois Tool Equtities (ITW) 0.1 $858k -6% 3.3k 260.26
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U S Bancorp De Equtities (USB) 0.1 $852k +18% 16k 52.01
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Dnp Select Equtities (DNP) 0.1 $849k 82k 10.30
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First Trust Smid Cap Rising Dividend Achievers Etf Equtities (SDVY) 0.1 $844k +4% 21k 39.54
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RH Equtities (RH) 0.1 $834k +17% 6.3k 132.39
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Bank New York Mellon Cor Equtities (BK) 0.1 $832k 7.0k 119.31
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Qualcomm Equtities (QCOM) 0.1 $830k 6.4k 128.77
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Vanguard Russell Equtities (VONG) 0.1 $830k 7.6k 109.69
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Kla Corp Equtities (KLAC) 0.1 $818k 555.00 1473.42
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First Tr Exchange-traded Equtities (EMLP) 0.1 $809k 19k 43.66
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State Street Equtities (SPTM) 0.1 $806k +77% 10k 79.06
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Global X Equtities (AIQ) 0.1 $797k +4% 17k 46.67
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Capital Group Equtities (CGCB) 0.1 $788k +125% 30k 26.26
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First Trust Equtities (FV) 0.1 $781k 13k 60.44
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Ollies Bargain Outlet Hl Equtities (OLLI) 0.1 $780k 8.9k 87.91
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SLB Equtities (SLB) 0.1 $774k +4% 15k 51.39
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Kroger Equtities (KR) 0.1 $770k 11k 71.22
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Select Sector Spdr Tr Equtities (XLP) 0.1 $768k -6% 9.4k 81.98
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Fortive Corp Equtities (FTV) 0.1 $759k +5% 14k 55.28
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Vanguard Russell Equtities (VTHR) 0.1 $752k 2.6k 287.57
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State Street Equtities (SDY) 0.1 $734k 5.0k 145.94
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Global X Equtities (BOTZ) 0.0 $733k 22k 33.22
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Alliancebernstein Hld Equtities (AB) 0.0 $733k 19k 38.59
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Vanguard Ftse Emerging Markets Index Fund Etf Shares Equtities (VWO) 0.0 $727k 13k 55.63
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Neos Nasdaq Equtities (QQQI) 0.0 $725k 15k 49.69
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Capital Group Equtities (CGMU) 0.0 $724k +9% 27k 27.15
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Amgen Equtities (AMGN) 0.0 $722k +28% 2.1k 351.67
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Realty Income Equtities (O) 0.0 $719k +25% 12k 61.18
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Rtx Corp Equtities (RTX) 0.0 $713k 3.7k 192.91
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Ishares Msci Usa Size Factor Etf Equtities (SIZE) 0.0 $704k -4% 4.4k 161.05
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Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Equtities (DEO) 0.0 $699k +9% 9.3k 75.46
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Pacer Us Cash Cows 100 Etf Equtities (COWZ) 0.0 $692k +6% 11k 62.61
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Invesco S&p 500 Top 50 Etf Equtities (XLG) 0.0 $691k -95% 13k 54.61
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Past Filings by Keystone Financial Group

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

View all past filings