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Keystone Financial Group Top Holdings and 13F Report (2025)

About Keystone Financial Group

Investment Activity

  • Keystone Financial Group has $1.11 billion in total holdings as of June 30, 2025.
  • Keystone Financial Group owns shares of 441 different stocks, but just 87 companies or ETFs make up 80% of its holdings.
  • Approximately 9.21% of the portfolio was purchased this quarter.
  • About 20.06% of the portfolio was sold this quarter.
  • This quarter, Keystone Financial Group has purchased 406 new stocks and bought additional shares in 210 stocks.
  • Keystone Financial Group sold shares of 148 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Apple
$74,031,518
NVIDIA
$35,544,683

Largest New Holdings this Quarter

09290C806 - BlackRock Future U.S. Themes ETF
$7,121,866 Holding
46435G672 - iShares Core International Aggregate Bond ETF
$3,806,980 Holding
808515498 - SCHWAB GOVERNMENT MONEY ULTRA
$2,218,184 Holding
06849F108 - BARRICK MINING
$1,190,092 Holding
808524581 - SCHWAB GOVERNMENT MONEY INV
$920,223 Holding

Largest Purchases this Quarter

Berkshire Hathaway
36,813 shares (about $17.83M)
BlackRock Future U.S. Themes ETF
200,164 shares (about $7.12M)
Berkshire Hathaway
9 shares (about $6.43M)
Alphabet
34,239 shares (about $6.17M)
Alphabet
25,285 shares (about $4.52M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
122,588 shares (about $77.91M)
PALANTIR TECHNOLOGIES INCLASS A
245,237 shares (about $44.80M)
Meta Platforms
17,842 shares (about $13.17M)
Amazon.com
46,708 shares (about $10.31M)
Meta Platforms
13,060 shares (about $10.01M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKeystone Financial Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$74,031,518$1,737,297 2.4%354,1576.7%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$72,369,111$5,233,169 -6.7%117,1316.5%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$36,850,548$6,341,110 -14.7%506,9553.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$35,544,683$653,320 1.9%216,4283.2%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$34,880,312$2,078,283 6.3%114,7473.1%ETF
PALANTIR TECHNOLOGIES
$33,611,740$119,144 -0.4%246,5653.0%Common Stock
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$32,262,675$3,805,746 -10.6%338,4672.9%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$28,610,048$735,276 2.6%86,2262.6%Auto/Tires/Trucks
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$27,498,072$2,003,783 7.9%777,8792.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$24,694,505$47,433 0.2%49,4592.2%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$19,631,153$894,375 4.8%34,3951.8%ETF
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$19,475,935$11,830 0.1%324,3281.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,256,996$17,826,983 1,246.6%39,7661.7%Finance
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$19,155,063$74,991 0.4%351,7271.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,732,429$388,927 2.5%54,2851.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,933,062$10,009,119 -41.8%18,1801.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$12,138,481$6,426,255 112.5%171.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$12,016,370$294,445 2.5%76,3561.1%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$11,356,612$1,190,991 11.7%20,5871.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,715,677$9,430,489 -46.8%48,8431.0%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$10,658,858$110,998 -1.0%60,3051.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$10,130,031$349,091 3.6%137,7210.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,956,630$10,307,054 -50.9%45,1200.9%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,889,187$13,169,344 -57.1%13,3980.9%Computer and Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$8,747,724$215,824 2.5%58,1630.8%Computer and Technology
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$8,722,358$2,378,740 37.5%167,4150.8%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$8,479,978$571,536 7.2%240,3620.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,684,122$355,097 4.8%17,5280.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$7,602,860$82,755 -1.1%12,2190.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,563,510$298,833 4.1%46,6720.7%Medical
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$7,492,164$185,699 -2.4%187,0830.7%ETF
BTHM
BlackRock Future U.S. Themes ETF
$7,121,866$7,121,866 New Holding200,1640.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$6,874,876$6,166,694 870.8%38,1710.6%Computer and Technology
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$6,842,150$3,395,794 98.5%180,2460.6%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$6,710,820$1,838,248 37.7%252,4760.6%ETF
ISHARES INTL
$6,692,852$116,076 1.8%245,3390.6%MF Closed and MF Open
AT&T Inc. stock logo
T
AT&T
$6,420,732$214,930 3.5%226,4120.6%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,293,612$145,316 2.4%30,7500.6%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$6,038,164$129,837 2.2%20,1370.5%Retail/Wholesale
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$6,015,228$361,717 6.4%25,0110.5%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$5,901,499$228,018 4.0%14,8820.5%ETF
VictoryShares US 500 Enhanced Volatility Wtd ETF stock logo
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
$5,834,321$219,930 -3.6%81,8390.5%Manufacturing
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$5,781,156$57,269 -1.0%36,4420.5%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$5,760,726$128,504 2.3%24,9250.5%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$5,576,381$165,674 3.1%25,3450.5%Aerospace
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$5,404,788$30,400 -0.6%50,1370.5%Energy
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$5,389,258$1,014,408 23.2%85,3540.5%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,048,034$4,520,134 856.2%28,2380.5%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,047,525$128,721 2.6%18,0380.5%ETF
GRAYSCALE BITCOIN
$4,988,610$53,255 1.1%54,3310.5%MF Closed and MF Open
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,951,118$48,869 1.0%37,0810.4%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,746,201$19,669 -0.4%20,0280.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$4,513,240$178,520 -3.8%33,4220.4%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$4,399,640$235,702 5.7%23,3140.4%ETF
MLN
VanEck Long Muni ETF
$4,153,880$329,683 -7.4%246,8140.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$4,106,544$154,964 3.9%3,1270.4%Consumer Discretionary
XMPT
VanEck CEF Muni Income ETF
$3,966,617$118,270 -2.9%190,0640.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3,895,199$369,172 -8.7%62,4630.4%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$3,858,451$1,359,958 -26.1%121,3350.3%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$3,806,980$3,806,980 New Holding74,5150.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$3,800,077$26,674 0.7%10,1150.3%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$3,735,649$2,757,155 281.8%32,3020.3%Consumer Discretionary
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$3,732,611$152,480 4.3%39,7790.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,647,310$484,454 -11.7%19,9360.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,638,042$16,454 -0.5%6,4120.3%ETF
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$3,581,743$105,465 3.0%76,4810.3%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,568,259$246,085 7.4%68,1360.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$3,392,861$124,362 3.8%18,2790.3%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,305,261$71,423 2.2%18,1870.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$3,243,808$123,724 -3.7%50,7320.3%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$3,141,898$254,572 8.8%142,1660.3%ETF
WFC.PL
Wells Fargo & Co. Pfd. Series L
$3,139,823$158,863 5.3%2,7670.3%Finance
Chevron Corporation stock logo
CVX
Chevron
$3,111,026$353,529 12.8%21,7270.3%Energy
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$3,042,311$40,627 1.4%28,9800.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,036,508$115,108 -3.7%16,6720.3%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$2,893,486$496,426 20.7%29,5920.3%Retail/Wholesale
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,860,673$117,086 -3.9%54,6550.3%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$2,695,594$63,270 2.4%26,6280.2%ETF
Visa Inc. stock logo
V
Visa
$2,587,885$17,042 0.7%7,2890.2%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,580,090$155,663 6.4%3,4310.2%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,559,349$314,204 -10.9%23,2880.2%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$2,517,933$280,863 12.6%8,9650.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,459,059$157,299 -6.0%5,5810.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$2,411,077$77,332 3.3%34,0780.2%Consumer Staples
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$2,378,089$131,729 5.9%45,0060.2%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$2,316,132$280,758 -10.8%65,6500.2%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$2,307,796$132,932 6.1%95,2060.2%Medical
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$2,278,023$180,252 -7.3%36,3090.2%Manufacturing
NIKE, Inc. stock logo
NKE
NIKE
$2,273,023$693,116 -23.4%30,7020.2%Consumer Discretionary
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$2,247,002$99,242 4.6%45,1020.2%Manufacturing
SCHWAB GOVERNMENT MONEY ULTRA
$2,218,184$2,218,184 New Holding2,218,1840.2%Mutual Fund
VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock logo
CDC
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
$2,160,128$89,257 -4.0%33,9060.2%Manufacturing
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,147,214$31,296 1.5%27,1010.2%Medical
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,130,037$36,660 1.8%15,9780.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,129,145$510,504 31.5%35,4090.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,124,999$2,122,611 -50.0%16,0150.2%Consumer Staples
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$2,090,362$72,011 3.6%22,5260.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,065,967$22,603 -1.1%7,4950.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,044,347$1,921,013 1,557.6%53,4400.2%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,012,465$113,561 -5.3%23,7290.2%ETF

Showing largest 100 holdings. View all holdings.
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