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

About Keystone Financial Group

Investment Activity

  • Keystone Financial Group has $1.46 billion in total holdings as of September 30, 2025.
  • Keystone Financial Group owns shares of 528 different stocks, but just 104 companies or ETFs make up 80% of its holdings.
  • Approximately 10.52% of the portfolio was purchased this quarter.
  • About 4.51% of the portfolio was sold this quarter.
  • This quarter, Keystone Financial Group has purchased 458 new stocks and bought additional shares in 283 stocks.
  • Keystone Financial Group sold shares of 123 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple
$87,928,348
Seagate Technology
$40,232,391

Largest New Holdings this Quarter

939330825 - AMERICAN FUNDS WASHINGTON MUTUAL F2
$5,472,565 Holding
399874825 - AMERICAN FUNDS GROWTH FUND OF AMER F2
$4,985,458 Holding
453320822 - AMERICAN FUNDS INCOME FUND OF AMER F2
$3,995,844 Holding
140543828 - AMERICAN FUNDS CAPITAL WORLD GR&INC F2
$3,757,649 Holding
024071821 - AMERICAN FUNDS AMERICAN BALANCED F2
$3,073,509 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
190,232 shares (about $14.56M)
iShares Currency Hedged MSCI EAFE ETF
143,534 shares (about $6.10M)
AMERICAN FUNDS WASHINGTON MUTUAL F2
81,256 shares (about $5.47M)
AMERICAN FUNDS GROWTH FUND OF AMER F2
60,732 shares (about $4.99M)
AMERICAN FUNDS INCOME FUND OF AMER F2
145,462 shares (about $4.00M)

Largest Sales this Quarter

Invesco S&P 500 Top 50 ETF
274,438 shares (about $14.99M)
Advanced Micro Devices
35,340 shares (about $12.53M)
Advanced Micro Devices
50,159 shares (about $10.20M)
iShares Gold Trust
49,035 shares (about $4.32M)
Procter & Gamble
27,322 shares (about $4.02M)

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
$87,928,348$131,977 â–¼-0.1%341,1156.0%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$78,624,860$1,149,387 â–¼-1.4%115,9485.4%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$54,659,687$14,560,364 â–²36.3%714,1323.7%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$42,626,430$1,276,072 â–²3.1%1,079,6972.9%ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$40,232,391$43,599 â–¼-0.1%62,7492.8%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$39,188,420$176,568 â–²0.5%216,1752.7%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$39,107,490$489,174 â–²1.3%121,2782.7%ETF
PALANTIR TECHNOLOGIES INCLASS CLASS A
$38,908,780$2,554,598 â–²7.0%266,3122.7%Equtities
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$37,464,203$3,223,493 â–²9.4%382,6392.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$35,534,032$1,311,637 â–²3.8%94,0072.4%Auto/Tires/Trucks
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$31,562,004$460,437 â–¼-1.4%542,4882.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$23,712,768$677,323 â–²2.9%98,9371.6%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,393,665$565,298 â–²2.6%46,7841.5%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$21,903,693$7,902 â–²0.0%36,0331.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$20,506,999$832,076 â–²4.2%34,2821.4%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$19,992,680$2,857,983 â–²16.7%286,1881.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$18,736,539$499,309 â–²2.7%49,6831.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,571,215$481,771 â–²2.7%60,5201.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$16,841,465$12,527,676 â–¼-42.7%47,5091.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$14,485,199$2,197,938 â–²17.9%25,0171.0%Finance
BLACKROCK ETF TRUST
$13,799,598$1,964,287 â–²16.6%418,8030.9%Equtities
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$13,558,262$754,693 â–²5.9%401,4700.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$12,475,474$369,110 â–²3.0%169,6360.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$12,152,2200.0%170.8%Finance
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$12,036,681$567,516 â–²4.9%196,2930.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$11,714,782$186,567 â–¼-1.6%59,5890.8%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,575,395$195,474 â–²1.7%48,8540.8%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$11,541,874$440,159 â–¼-3.7%37,7860.8%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$10,133,160$1,946,505 â–²23.8%15,3780.7%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$10,079,993$907,614 â–²9.9%41,5810.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,760,786$613,528 â–²6.7%31,3890.7%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,360,028$194,892 â–²2.1%21,4680.6%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$9,056,182$66,589 â–²0.7%254,4580.6%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$9,021,223$101,225 â–²1.1%53,2050.6%Energy
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$8,720,165$2,637,671 â–²43.4%331,5630.6%ETF
BTHM
BlackRock Future U.S. Themes ETF
$8,596,248$695,678 â–²8.8%237,3340.6%ETF
ISHARES INTL
$8,105,491$1,084,919 â–²15.5%285,1030.6%Equtities
GLOBAL X DEFENSE TECH ETF
$7,468,156$1,781,077 â–²31.3%105,4260.5%Equtities
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,104,523$3,247 â–²0.0%32,8190.5%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$6,829,999$50,553 â–²0.7%16,7530.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,650,121$10,203,837 â–¼-60.5%32,6900.5%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$6,625,357$234,273 â–²3.7%248,6700.5%Computer and Technology
MLN
VanEck Long Muni ETF
$6,616,298$1,105,287 â–²20.1%375,3010.5%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$6,541,647$392,547 â–²6.4%21,9140.4%Retail/Wholesale
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$6,361,627$6,099,435 â–²2,326.3%149,7040.4%ETF
The Boeing Company stock logo
BA
Boeing
$6,290,166$313,963 â–²5.3%28,2690.4%Aerospace
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$6,249,342$138,483 â–²2.3%26,2640.4%Retail/Wholesale
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$6,108,727$84,164 â–²1.4%29,9760.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$6,064,196$706,765 â–²13.2%29,3100.4%Energy
XMPT
VanEck CEF Muni Income ETF
$5,857,905$1,076,345 â–²22.5%270,0740.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$5,850,137$478,678 â–²8.9%27,7060.4%ETF
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$5,768,928$1,107,646 â–²23.8%229,5860.4%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$5,752,564$421,522 â–¼-6.8%144,7550.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,665,235$400,370 â–²7.6%29,4320.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,527,969$62,074 â–²1.1%21,1060.4%ETF
AMERICAN FUNDS WASHINGTON MUTUAL F2
$5,472,565$5,472,565 â–²New Holding81,2560.4%Equtities
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$5,383,766$201,067 â–²3.9%108,1750.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$5,212,964$22,112 â–¼-0.4%36,3060.4%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,207,494$4,308 â–²0.1%18,1330.4%ETF
VictoryShares US 500 Enhanced Volatility Wtd ETF stock logo
CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
$5,168,934$279,628 â–¼-5.1%69,7070.4%Manufacturing
AMERICAN FUNDS GROWTH FUND OF AMER F2
$4,985,458$4,985,458 â–²New Holding60,7320.3%Equtities
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,637,950$4,322,870 â–¼-48.2%52,6090.3%Finance
WALMART INC
$4,634,379$12,365 â–¼-0.3%37,1050.3%Equtities
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$4,144,427$443,856 â–²12.0%82,8220.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$4,111,146$7,382 â–²0.2%18,9340.3%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,064,689$273,616 â–²7.2%21,1690.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$4,042,011$57,797 â–¼-1.4%6,3640.3%ETF
AMERICAN FUNDS INCOME FUND OF AMER F2
$3,995,844$3,995,844 â–²New Holding145,4620.3%Equtities
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,873,461$572,751 â–²17.4%4,1930.3%Medical
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$3,844,518$253,499 â–²7.1%171,7070.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,819,958$1,448,282 â–¼-27.5%26,4470.3%Consumer Staples
AMERICAN FUNDS CAPITAL WORLD GR&INC F2
$3,757,649$3,757,649 â–²New Holding48,4360.3%Equtities
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$3,724,999$121,571 â–²3.4%40,1390.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$3,588,101$181,135 â–²5.3%51,1270.2%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$3,500,363$30,692 â–²0.9%11,8610.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,479,839$99,906 â–¼-2.8%36,8860.2%Medical
GRAYSCALE BITCOIN TRUST ETF
$3,369,373$94,786 â–²2.9%57,9420.2%Equtities
The Walt Disney Company stock logo
DIS
Walt Disney
$3,310,974$303,676 â–¼-8.4%31,9130.2%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$3,297,712$63,797 â–²2.0%10,0280.2%Retail/Wholesale
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$3,248,665$22,178 â–¼-0.7%28,4170.2%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$3,127,713$425,465 â–²15.7%60,2290.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$3,120,820$292,243 â–²10.3%32,7520.2%Consumer Discretionary
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,107,835$41,518 â–²1.4%23,8790.2%ETF
WFC.PL
Wells Fargo & Co. Pfd. Series L
$3,094,2380.0%2,6270.2%Finance
AMERICAN FUNDS AMERICAN BALANCED F2
$3,073,509$3,073,509 â–²New Holding77,7320.2%Equtities
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$3,070,318$24,114 â–¼-0.8%26,7380.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$3,047,871$33,496 â–¼-1.1%53,8680.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,043,262$126,478 â–²4.3%19,5620.2%Consumer Staples
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$3,003,021$641,968 â–²27.2%78,0450.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,990,487$28,589 â–¼-0.9%48,8500.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,971,004$75,874 â–²2.6%17,9730.2%Consumer Staples
AMERICAN FUNDS CAPITAL INCOME BLDR F2
$2,955,510$2,955,510 â–²New Holding36,4380.2%Equtities
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,937,904$310,430 â–²11.8%87,6080.2%Retail/Wholesale
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$2,908,675$2,301,175 â–²378.8%126,5740.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$2,827,087$93,817 â–²3.4%41,4040.2%Manufacturing
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,744,256$55,424 â–²2.1%23,2220.2%Medical
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,709,750$166,291 â–¼-5.8%5,8500.2%Finance
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$2,656,090$589,108 â–²28.5%66,0880.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,633,717$590,266 â–²28.9%7,3220.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$2,607,352$360,636 â–²16.1%8,6180.2%Business Services

Showing largest 100 holdings. View all holdings.
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