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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 SPY, SPLG, AAPL, VTI, SPYG, and represent 28.45% of Keystone Financial Group's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$10M), SPYG (+$8.0M), SPYV (+$5.5M), VOO, BINC, HEFA, SPY, LOW, MSFT, AAPL.
Started 58 new stock positions in HSY, AXP, LOGI, MGC, INO, CIL, JAAA, UITB, HIG, VLU.
Reduced shares in these 10 stocks: SPLG (-$12M), XLG, USFR, SPLV, COIN, MU, VTV, CDC, BLV, AIRG.
Sold out of its positions in ADBE, AIRG, Inovio Pharmaceuticals, IOVA, LRGF, MU, OBDC, BLV, VMBS.
Keystone Financial Group was a net buyer of stock by $64M.
Keystone Financial Group has $687M in assets under management (AUM), dropping by 19.35%.
Central Index Key (CIK): 0001729299

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 347 positions in its portfolio as reported in the March 2024 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)	10.6	$72M	+3%	139k	523.07	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	5.4	$37M	-23%	608k	61.53	View chart
Apple Common Stock (AAPL)	5.0	$35M	+4%	202k	171.48	View chart
Vanguard Total MF Closed and MF Open (VTI)	3.8	$26M	+2%	101k	259.90	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	3.6	$25M	+47%	336k	73.15	View chart
Microsoft Corp Common Stock (MSFT)	2.9	$20M	+8%	47k	420.72	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	2.7	$19M	+42%	369k	50.10	View chart
Vanguard S&p MF Closed and MF Open (VOO)	2.5	$17M	+39%	36k	480.70	View chart
Nvidia Corp Common Stock (NVDA)	2.0	$14M		15k	903.56	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	1.9	$13M	+5%	247k	52.87	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.8	$13M	+10%	30k	420.52	View chart
Berkshire Hathaway Common Stock (BRK.A)	1.6	$11M		17.00	634440.00	View chart
Vanguard Value MF Closed and MF Open (VTV)	1.5	$10M	-2%	64k	162.86	View chart
Blackrock U S MF Closed and MF Open (DYNF)	1.5	$10M	NEW	233k	44.40	View chart
Amazon Common Stock (AMZN)	1.3	$9.2M		51k	180.38	View chart
Victoryshares Us MF Closed and MF Open (CFO)	1.0	$7.2M		109k	65.95	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.0	$7.1M	+24%	16k	444.00	View chart
Advanced Micro Common Stock (AMD)	1.0	$7.1M		39k	180.49	View chart
Meta Platforms Common Stock (META)	0.9	$6.5M		13k	485.56	View chart
Ishares Core MF Closed and MF Open (IVV)	0.9	$6.2M	+32%	12k	525.72	View chart
Procter & Gamble Common Stock (PG)	0.9	$5.9M	-3%	36k	162.25	View chart
Vanguard Total MF Closed and MF Open (BND)	0.8	$5.8M	+2%	80k	72.63	View chart
Exxon Mobil Common Stock (XOM)	0.8	$5.7M	+8%	49k	116.24	View chart
Alphabet Common Stock (GOOG)	0.8	$5.5M	+3%	36k	152.26	View chart
Sector Energy MF Closed and MF Open (XLE)	0.8	$5.4M		58k	94.41	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.8	$5.3M	+3%	16k	344.19	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.8	$5.2M	+3%	29k	182.61	View chart
Tesla Common Stock (TSLA)	0.7	$4.6M	+5%	26k	175.79	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.6	$4.3M		38k	115.30	View chart
Jpmorgan Chase Common Stock (JPM)	0.6	$4.2M	+10%	21k	200.30	View chart
Alphabet Common Stock (GOOGL)	0.6	$4.1M	+12%	27k	150.93	View chart
Vanguard S&p MF Closed and MF Open (VOOG)	0.6	$4.1M	+4%	13k	304.70	View chart
Vanguard Small MF Closed and MF Open (VB)	0.6	$4.0M	+2%	18k	228.60	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.6	$4.0M	+4%	16k	249.87	View chart
Palantir Technologies Common Stock (PLTR)	0.6	$4.0M	+11%	172k	23.01	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$3.8M		24k	158.19	View chart
T Rowe MF Closed and MF Open (TCAF)	0.5	$3.7M	+38%	124k	30.23	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.5	$3.7M	-5%	22k	169.37	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	0.5	$3.5M	+11%	127k	27.94	View chart
Vanguard S&p MF Closed and MF Open (VOOV)	0.5	$3.5M	+5%	20k	180.47	View chart
Merck & Company Common Stock (MRK)	0.5	$3.5M	+2%	27k	131.95	View chart
Lowes Companies Common Stock (LOW)	0.5	$3.4M	+145%	13k	254.73	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.5	$3.3M	+12%	40k	83.58	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.5	$3.3M	+2%	6.0k	556.40	View chart
Wells Fargo Preferred Stock (WFC.PL)	0.5	$3.2M		2.6k	1219.32	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.5	$3.1M	-3%	54k	58.06	View chart
Blackrock Flexible MF Closed and MF Open (BINC)	0.4	$3.1M	NEW	58k	52.46	View chart
Vanguard S&p MF Closed and MF Open (IVOO)	0.4	$3.0M	+2%	29k	103.01	View chart
Abbvie Common Stock (ABBV)	0.4	$3.0M	+11%	16k	182.10	View chart
Pepsico Common Stock (PEP)	0.4	$3.0M	+3%	17k	175.01	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.4	$3.0M	+18%	7.5k	397.76	View chart
Ishares Core MF Closed and MF Open (IJR)	0.4	$2.8M	+13%	26k	110.52	View chart
Ishares Currency MF Closed and MF Open (HEFA)	0.4	$2.8M	NEW	80k	34.88	View chart
Victoryshares U S MF Closed and MF Open (CDC)	0.4	$2.7M	-8%	46k	59.53	View chart
Eli Lilly Common Stock (LLY)	0.4	$2.7M	+46%	3.5k	777.97	View chart
Vanguard S&p MF Closed and MF Open (VIOO)	0.4	$2.6M	+2%	26k	101.50	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$2.6M	+3%	9.3k	281.96	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.4	$2.6M	+17%	118k	21.72	View chart
Boeing Company Common Stock (BA)	0.4	$2.6M	-2%	13k	193.00	View chart
Spdr Tips MF Closed and MF Open (SPIP)	0.3	$2.4M	+6%	93k	25.62	View chart
First Trust MF Closed and MF Open (GRID)	0.3	$2.4M		21k	114.61	View chart
Sector Financial MF Closed and MF Open (XLF)	0.3	$2.3M	+2%	54k	42.12	View chart
Home Depot Common Stock (HD)	0.3	$2.2M	+2%	5.9k	383.60	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.3	$2.2M	+89%	27k	81.36	View chart
First Trust MF Closed and MF Open (RDVY)	0.3	$2.2M	+8%	39k	56.17	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.3	$2.1M	+4%	13k	164.35	View chart
Visa Common Stock (V)	0.3	$2.1M	+73%	7.4k	279.06	View chart
Vanguard High MF Closed and MF Open (VYM)	0.3	$2.1M		17k	120.99	View chart
Chevron Corp Common Stock (CVX)	0.3	$2.0M	+15%	13k	157.74	View chart
Ishares Global MF Closed and MF Open (IXN)	0.3	$1.9M	-3%	26k	74.81	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$1.9M		17k	113.66	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.3	$1.9M	-3%	25k	74.22	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.3	$1.8M	-5%	19k	92.72	View chart
Coca Cola Company Common Stock (KO)	0.3	$1.8M	+14%	29k	61.18	View chart
Intl Paper Common Stock (IP)	0.3	$1.8M		45k	39.02	View chart
First Trust MF Closed and MF Open (FV)	0.2	$1.7M	+19%	29k	57.23	View chart
Marathon Petroleum Common Stock (MPC)	0.2	$1.6M	+74%	8.0k	201.51	View chart
First Trust MF Closed and MF Open (FMB)	0.2	$1.6M		31k	51.36	View chart
Chipotle Mexican Common Stock (CMG)	0.2	$1.5M		533.00	2906.78	View chart
Philip Morris Common Stock (PM)	0.2	$1.5M	+4%	16k	91.62	View chart
Norfolk Southern Common Stock (NSC)	0.2	$1.5M		5.8k	254.88	View chart
Sector Technology MF Closed and MF Open (XLK)	0.2	$1.5M	+60%	7.0k	208.26	View chart
Pfizer Common Stock (PFE)	0.2	$1.4M	+37%	52k	27.75	View chart
Netflix Common Stock (NFLX)	0.2	$1.4M	+6%	2.4k	607.33	View chart
Victoryshares Dividend MF Closed and MF Open (VSDA)	0.2	$1.4M		28k	50.33	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.2	$1.4M	+42%	27k	51.60	View chart
Ishares Core MF Closed and MF Open (IJH)	0.2	$1.4M	+484%	23k	60.74	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	0.2	$1.3M	NEW	26k	50.69	View chart
First Trust MF Closed and MF Open (SDVY)	0.2	$1.3M	NEW	38k	34.82	View chart
Ishares Msci MF Closed and MF Open (IQLT)	0.2	$1.3M	NEW	32k	39.66	View chart
General Electric Common Stock (GE)	0.2	$1.2M	+16%	7.1k	175.53	View chart
Cisco Systems Common Stock (CSCO)	0.2	$1.2M	+2%	25k	49.91	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.2	$1.2M		10k	117.21	View chart
United Parcel Common Stock (UPS)	0.2	$1.2M	+9%	8.1k	148.64	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$1.2M	+42%	2.4k	494.74	View chart
Walmart Common Stock (WMT)	0.2	$1.2M	+164%	19k	60.17	View chart
Bank America Common Stock (BAC)	0.2	$1.2M	+10%	31k	37.92	View chart
Qualcomm Common Stock (QCOM)	0.2	$1.1M	+2%	6.6k	169.30	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$1.1M		2.1k	524.22	View chart
Unilever Common Stock (UL)	0.2	$1.1M	+2%	22k	50.19	View chart
First Trust MF Closed and MF Open (FTCS)	0.2	$1.1M	+6%	13k	85.65	View chart
At&t Common Stock (T)	0.2	$1.1M	-8%	61k	17.60	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.2	$1.1M	+195%	4.7k	225.90	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.2	$1.0M	+6%	7.1k	147.72	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$1.0M	-2%	5.4k	187.34	View chart
Seagate Technology Common Stock (STX)	0.1	$1.0M	-5%	11k	93.05	View chart
Walt Disney Common Stock (DIS)	0.1	$1.0M	-3%	8.2k	122.35	View chart
Diageo Common Stock (DEO)	0.1	$991k	+4%	6.7k	148.74	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.1	$985k	+50%	4.1k	238.32	View chart
Vanguard Us MF Closed and MF Open (VFVA)	0.1	$977k	+11%	8.2k	119.34	View chart
Illinois Tool Common Stock (ITW)	0.1	$974k		3.6k	268.35	View chart
Becton Dickinson Common Stock (BDX)	0.1	$952k	+8%	3.8k	247.45	View chart
Virtus Equity MF Closed and MF Open (NIE)	0.1	$950k	-3%	42k	22.39	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$926k		19k	50.17	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.1	$925k	-71%	14k	65.87	View chart
Select Utilities MF Closed and MF Open (XLU)	0.1	$914k	+11%	14k	65.65	View chart
Duke Energy Common Stock (DUK)	0.1	$899k	+17%	9.3k	96.71	View chart
Verizon Communications Common Stock (VZ)	0.1	$897k	+34%	21k	41.96	View chart
Barrick Gold Common Stock (GOLD)	0.1	$896k	+3%	54k	16.64	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.1	$885k		15k	58.65	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.1	$881k	-82%	21k	42.13	View chart
Broadcom Common Stock (AVGO)	0.1	$880k	+25%	664.00	1325.38	View chart
3m Company Common Stock (MMM)	0.1	$873k	+8%	8.2k	106.07	View chart
First Trust MF Closed and MF Open (BUFR)	0.1	$864k	NEW	31k	27.96	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.1	$862k	+2%	3.0k	286.61	View chart
Artisan Partners Common Stock (APAM)	0.1	$855k	+4%	19k	45.77	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.1	$855k	+11%	24k	35.84	View chart
Vanguard Us MF Closed and MF Open (VFMV)	0.1	$850k	+4%	7.6k	111.89	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$842k	+2%	20k	42.23	View chart
Spdr Series MF Closed and MF Open (SLYV)	0.1	$817k		9.9k	82.97	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.1	$793k	+32%	8.0k	99.42	View chart
Spdr Series MF Closed and MF Open (MDYV)	0.1	$758k		10k	76.00	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$754k	-9%	9.9k	76.36	View chart
Coinbase Global Common Stock (COIN)	0.1	$753k	-33%	2.8k	265.12	View chart
Nike Common Stock (NKE)	0.1	$746k	+2%	7.9k	93.98	View chart
Spdr Doubleline MF Closed and MF Open (TOTL)	0.1	$740k	-11%	19k	40.05	View chart
Intel Corp Common Stock (INTC)	0.1	$726k	+2%	16k	44.17	View chart
American Electric Common Stock (AEP)	0.1	$716k	+20%	8.3k	86.10	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$711k	NEW	31k	22.77	View chart
Nextera Energy Common Stock (NEE)	0.1	$710k	+23%	11k	63.91	View chart
Oracle Corp Common Stock (ORCL)	0.1	$703k		5.6k	125.61	View chart
Albemarle Corp Common Stock (ALB)	0.1	$697k		5.3k	131.74	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$680k	+36%	23k	29.18	View chart
Elevance Health Common Stock (ELV)	0.1	$665k	-4%	1.3k	518.36	View chart
Airbnb Common Stock (ABNB)	0.1	$644k		3.9k	164.96	View chart
Teva Pharmaceutical Common Stock (TEVA)	0.1	$641k	-2%	45k	14.11	View chart
Dnp Select MF Closed and MF Open (DNP)	0.1	$626k	-2%	69k	9.07	View chart
Csx Corp Common Stock (CSX)	0.1	$619k	NEW	17k	37.07	View chart
Lockheed Martin Common Stock (LMT)	0.1	$618k	+8%	1.4k	454.74	View chart
Vanguard Russell MF Closed and MF Open (VTHR)	0.1	$609k	+8%	2.6k	232.96	View chart
Dominion Energy Common Stock (D)	0.1	$600k	+23%	12k	49.19	View chart
Intl Business Common Stock (IBM)	0.1	$598k	+28%	3.1k	190.98	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.1	$596k	+164%	5.9k	100.54	View chart
Ishares Msci MF Closed and MF Open (SIZE)	0.1	$594k	-4%	4.2k	142.29	View chart
First Trust MF Closed and MF Open (FDL)	0.1	$592k		15k	38.48	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$584k	+8%	33k	17.91	View chart
Vanguard Russell MF Closed and MF Open (VONG)	0.1	$580k	+13%	6.7k	86.67	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.1	$568k		4.7k	119.51	View chart
Wells Fargo Common Stock (WFC)	0.1	$567k	+9%	9.8k	57.96	View chart
Mastercard Common Stock (MA)	0.1	$566k	+11%	1.2k	481.45	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$566k		7.0k	80.52	View chart
Victoryshares Us MF Closed and MF Open (CDL)	0.1	$558k		9.0k	62.16	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$558k		13k	41.77	View chart
First Trust MF Closed and MF Open (EMLP)	0.1	$558k	+123%	19k	29.53	View chart
British Amern Common Stock (BTI)	0.1	$532k		17k	30.50	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.1	$528k	NEW	11k	49.70	View chart
Salesforce Common Stock (CRM)	0.1	$525k	+5%	1.7k	301.10	View chart
Draftkings Common Stock (DKNG)	0.1	$525k		12k	45.41	View chart
FS KKR Common Stock (FSK)	0.1	$522k	-12%	27k	19.07	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.1	$521k	NEW	8.3k	63.17	View chart
Travelers Cos Common Stock (TRV)	0.1	$518k	+9%	2.3k	230.14	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.1	$518k	+5%	33k	15.73	View chart
U S Bancorp De Common Stock (USB)	0.1	$516k		12k	44.70	View chart
Wisdomtree Emerging MF Closed and MF Open (XSOE)	0.1	$516k	+109%	18k	29.46	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$508k	NEW	6.0k	84.43	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.1	$508k	NEW	4.8k	106.50	View chart
Enbridge Common Stock (ENB)	0.1	$504k	+97%	14k	36.18	View chart
Lam Research Corporation Common Stock (LRCX)	0.1	$502k		517.00	970.74	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.1	$500k	NEW	8.7k	57.57	View chart
Fedex Corp Common Stock (FDX)	0.1	$498k	-13%	1.7k	289.66	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.1	$498k	NEW	5.5k	89.90	View chart
Ecolab Common Stock (ECL)	0.1	$497k		2.2k	230.94	View chart
Linde Common Stock (LIN)	0.1	$496k		1.1k	464.40	View chart
Southern Company Common Stock (SO)	0.1	$494k	+21%	6.9k	71.74	View chart
Fidelity National Common Stock (FIS)	0.1	$492k	-3%	6.6k	74.18	View chart
Spdr Ssga MF Closed and MF Open (RLY)	0.1	$487k	+24%	17k	27.95	View chart
Tempur Sealy Common Stock (TPX)	0.1	$484k		8.5k	56.82	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$482k		6.3k	76.09	View chart
First Trust MF Closed and MF Open (FVC)	0.1	$475k	-7%	14k	34.51	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	0.1	$474k		7.9k	60.42	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.1	$474k	+14%	11k	43.04	View chart
Spdr Corp MF Closed and MF Open (SPBO)	0.1	$470k	+7%	16k	29.11	View chart
First Trust MF Closed and MF Open (FIXD)	0.1	$468k	NEW	11k	43.60	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$467k	-3%	2.4k	191.90	View chart
Blackstone Common Stock (BX)	0.1	$464k	+14%	3.5k	131.36	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$458k	+32%	1.9k	239.76	View chart
Deere & Co Common Stock (DE)	0.1	$457k	+2%	1.1k	410.71	View chart
Anheuser Busch Common Stock (BUD)	0.1	$453k	+4%	7.5k	60.78	View chart
Global X MF Closed and MF Open (BOTZ)	0.1	$445k		14k	31.81	View chart
Realty Income Common Stock (O)	0.1	$442k	+39%	8.2k	54.10	View chart
Allstate Corp Common Stock (ALL)	0.1	$437k	+55%	2.5k	173.02	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$433k	+43%	7.2k	60.30	View chart
Ford Motor Common Stock (F)	0.1	$432k	-10%	33k	13.28	View chart
BP Common Stock (BP)	0.1	$432k		12k	37.68	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.1	$424k	-7%	6.0k	70.88	View chart
RBB MF Closed and MF Open (TMFC)	0.1	$424k	NEW	8.5k	49.61	View chart
Thermo Fisher Common Stock (TMO)	0.1	$422k	+7%	726.00	581.27	View chart
Spdr Series MF Closed and MF Open (XES)	0.1	$407k	-3%	4.4k	93.08	View chart
Schlumberger Common Stock (SLB)	0.1	$397k	+22%	7.2k	54.81	View chart
GSK Common Stock (GSK)	0.1	$396k		9.2k	42.87	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$395k	+27%	4.2k	93.23	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.1	$390k		6.1k	64.15	View chart
Spdr Gold Common Stock (GLD)	0.1	$388k	+6%	1.9k	205.72	View chart
Kroger Common Stock (KR)	0.1	$384k	+3%	6.7k	57.13	View chart
Costco Wholesale Common Stock (COST)	0.1	$380k	+21%	519.00	732.50	View chart
Alps Alerian MF Closed and MF Open (AMLP)	0.1	$379k	+3%	8.0k	47.46	View chart
Kimberly Clark Common Stock (KMB)	0.1	$379k	+2%	2.9k	129.35	View chart
Waste Management Common Stock (WM)	0.1	$378k		1.8k	213.13	View chart
Victoryshares Us MF Closed and MF Open (CSF)	0.1	$376k	NEW	7.3k	51.25	View chart
American Express Common Stock (AXP)	0.1	$372k	NEW	1.6k	227.69	View chart
Ishares Msci MF Closed and MF Open (ACWV)	0.1	$372k	-11%	3.5k	105.27	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$369k		8.1k	45.59	View chart
Spdr Series MF Closed and MF Open (XNTK)	0.1	$368k		2.0k	182.39	View chart
RH Common Stock (RH)	0.1	$365k		1.0k	348.26	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.1	$362k	+46%	7.2k	50.60	View chart
Pdd Holdings Common Stock (PDD)	0.1	$360k	NEW	3.1k	116.25	View chart
Spdr Nuveen MF Closed and MF Open (SHM)	0.1	$357k		7.5k	47.44	View chart
Proshares Trust MF Closed and MF Open (NOBL)	0.1	$356k		3.5k	101.40	View chart
Alps Sector MF Closed and MF Open (SDOG)	0.1	$353k	-11%	6.5k	53.95	View chart
Caterpillar Common Stock (CAT)	0.1	$352k	NEW	961.00	366.55	View chart
Kla Corp Common Stock (KLAC)	0.1	$347k	+4%	497.00	698.71	View chart
Mondelez International Common Stock (MDLZ)	0.1	$347k	+2%	5.0k	69.99	View chart
Amgen Common Stock (AMGN)	0.1	$346k		1.2k	284.31	View chart
Altria Group Common Stock (MO)	0.1	$346k	+39%	7.9k	43.62	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$345k	+8%	1.7k	205.09	View chart
Bank New York Common Stock (BK)	0.1	$345k		6.0k	57.62	View chart
Blackrock Ultra MF Closed and MF Open (ICSH)	0.1	$344k		6.8k	50.56	View chart
India Fund MF Closed and MF Open (IFN)	0.0	$342k	-4%	17k	20.47	View chart
Invesco Bulletshares MF Closed and MF Open (BSCO)	0.0	$336k	+11%	16k	20.97	View chart
Copa Holdings Common Stock (CPA)	0.0	$333k	NEW	3.2k	104.16	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.0	$332k	-90%	6.6k	50.29	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$330k	+2%	1.9k	175.27	View chart
Vaneck Long MF Closed and MF Open (MLN)	0.0	$329k	-4%	18k	18.01	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.0	$328k	-7%	3.1k	107.41	View chart
Target Corp Common Stock (TGT)	0.0	$326k	-2%	1.8k	177.21	View chart
Independent Bank Common Stock (IBCP)	0.0	$325k		13k	25.35	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.0	$322k		3.1k	103.79	View chart
Invesco Dorsey MF Closed and MF Open (PDP)	0.0	$318k		3.2k	98.78	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$318k	-3%	1.2k	270.42	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$316k		8.1k	39.02	View chart
Pacer Data MF Closed and MF Open (SRVR)	0.0	$315k	+3%	11k	28.65	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.0	$314k	NEW	1.7k	183.92	View chart
Citigroup Common Stock (C)	0.0	$312k	+7%	4.9k	63.24	View chart
Novo Nordisk Common Stock (NVO)	0.0	$307k	NEW	2.4k	128.40	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$305k	+14%	3.1k	97.93	View chart
Conocophillips Common Stock (COP)	0.0	$300k	NEW	2.4k	127.29	View chart
Emerson Electric Common Stock (EMR)	0.0	$300k	+13%	2.6k	113.40	View chart
First Trust MF Closed and MF Open (MDIV)	0.0	$298k		19k	15.79	View chart
Ishares Silver Common Stock (SLV)	0.0	$294k	-8%	13k	22.75	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$289k	+17%	3.1k	93.70	View chart
Victoryshares Intl MF Closed and MF Open (CIL)	0.0	$287k	NEW	6.6k	43.15	View chart
Spdr Port MF Closed and MF Open (SPEU)	0.0	$286k		6.8k	42.08	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$284k	+9%	1.2k	235.70	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$283k	NEW	2.1k	136.06	View chart
Cencora Common Stock (COR)	0.0	$277k		1.1k	242.99	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$276k		3.2k	86.48	View chart
Welltower Common Stock (WELL)	0.0	$275k	+9%	2.9k	93.44	View chart
Knight Swift Common Stock (KNX)	0.0	$275k	NEW	5.0k	55.02	View chart
Global X MF Closed and MF Open (MLPA)	0.0	$270k	+7%	5.6k	48.22	View chart
Southern Copper Common Stock (SCCO)	0.0	$270k		2.5k	106.52	View chart
Oneok Common Stock (OKE)	0.0	$269k	+13%	3.4k	80.17	View chart
Palo Alto Common Stock (PANW)	0.0	$269k	+12%	947.00	284.13	View chart
Ppl Corp Common Stock (PPL)	0.0	$268k	-9%	9.8k	27.53	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.0	$268k	NEW	4.6k	58.11	View chart
Victory Victoryshares MF Closed and MF Open (QQQN)	0.0	$266k	-5%	9.0k	29.69	View chart
Ishares U S MF Closed and MF Open (PFF)	0.0	$264k	+3%	8.2k	32.23	View chart
Wec Energy Common Stock (WEC)	0.0	$264k		3.2k	82.13	View chart
Turning Point Common Stock (TPB)	0.0	$262k	-10%	9.0k	29.30	View chart
Ishares National MF Closed and MF Open (MUB)	0.0	$260k	NEW	2.4k	107.60	View chart
Air Products Common Stock (APD)	0.0	$259k	+30%	1.1k	242.20	View chart
Vanguard Global MF Closed and MF Open (VNQI)	0.0	$259k		6.2k	42.14	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.0	$257k	-2%	2.5k	103.79	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.0	$256k		9.1k	28.04	View chart
Victoryshares Core MF Closed and MF Open (UITB)	0.0	$254k	NEW	5.5k	46.38	View chart
Kkr & Co Common Stock (KKR)	0.0	$252k		2.5k	100.58	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.0	$250k	-21%	5.2k	47.89	View chart
Spdr Bloomberg MF Closed and MF Open (TIPX)	0.0	$249k	-4%	13k	18.64	View chart
Blackrock Science MF Closed and MF Open (BST)	0.0	$249k		6.7k	36.92	View chart
Sylvamo Corp Common Stock (SLVM)	0.0	$247k	NEW	4.0k	61.74	View chart
Yum Brands Common Stock (YUM)	0.0	$245k		1.8k	138.65	View chart
Nov Common Stock (NOV)	0.0	$243k	NEW	12k	19.52	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.0	$243k	NEW	5.4k	45.31	View chart
Industrial Select MF Closed and MF Open (XLI)	0.0	$242k	+4%	1.9k	125.99	View chart
Janus Detroit MF Closed and MF Open (JAAA)	0.0	$241k	NEW	4.7k	50.74	View chart
Truist Financial Common Stock (TFC)	0.0	$237k	NEW	6.1k	38.98	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$237k	NEW	703.00	337.18	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$237k		3.5k	67.85	View chart
Illumina Common Stock (ILMN)	0.0	$236k		1.7k	137.32	View chart
Global X MF Closed and MF Open (PFFD)	0.0	$235k		12k	20.16	View chart
Marriott Intl Common Stock (MAR)	0.0	$235k	NEW	932.00	252.31	View chart
Honeywell Intl Common Stock (HON)	0.0	$234k	+6%	1.1k	205.19	View chart
Logitech Intl Common Stock (LOGI)	0.0	$233k	NEW	2.6k	89.37	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$232k		2.9k	80.63	View chart
Vanguard Mega MF Closed and MF Open (MGC)	0.0	$231k	NEW	1.2k	186.90	View chart
Arrowhead Pharmaceutical Common Stock (ARWR)	0.0	$229k		8.0k	28.60	View chart
Vanguard S&p MF Closed and MF Open (IVOV)	0.0	$227k		2.5k	90.81	View chart
Victoryshares Developed MF Closed and MF Open (CIZ)	0.0	$227k	NEW	7.2k	31.42	View chart
Kenvue Common Stock (KVUE)	0.0	$225k	+5%	11k	21.46	View chart
Spdr Bloomberg MF Closed and MF Open (JNK)	0.0	$225k		2.4k	95.22	View chart
Tjx Cos Common Stock (TJX)	0.0	$225k	-10%	2.2k	101.40	View chart
First Trust MF Closed and MF Open (KNG)	0.0	$225k	-9%	4.2k	53.71	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$224k	NEW	2.5k	90.92	View chart
Hartford Financial Common Stock (HIG)	0.0	$223k	NEW	2.2k	103.05	View chart
Constellation Energy Common Stock (CEG)	0.0	$219k	NEW	1.2k	184.85	View chart
Invesco Common Stock (IVZ)	0.0	$217k		13k	16.59	View chart
SPDR S&P MF Closed and MF Open (KRE)	0.0	$217k	-24%	4.3k	50.28	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.0	$216k		2.6k	81.52	View chart
Medtronic Common Stock (MDT)	0.0	$216k	NEW	2.5k	87.14	View chart
Spdr High MF Closed and MF Open (SPHY)	0.0	$215k	NEW	9.2k	23.46	View chart
Invesco Exchange MF Closed and MF Open (PDN)	0.0	$214k		6.5k	32.88	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$214k	NEW	2.3k	91.39	View chart
Sector Materials MF Closed and MF Open (XLB)	0.0	$213k	NEW	2.3k	92.90	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.0	$211k	-38%	2.8k	76.66	View chart
Royal Caribbean Common Stock (RCL)	0.0	$210k	-6%	1.5k	139.01	View chart
Brown Forman Corp Cl B Common Stock (BF.B)	0.0	$209k	NEW	4.0k	51.62	View chart
Hershey Company Common Stock (HSY)	0.0	$208k	NEW	1.1k	194.49	View chart
SPDR S&P MF Closed and MF Open (VLU)	0.0	$207k	NEW	1.2k	175.26	View chart
Ollies Bargain Common Stock (OLLI)	0.0	$204k	-5%	2.6k	79.57	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$203k	NEW	779.00	260.78	View chart
Lattice Hartford MF Closed and MF Open (RODM)	0.0	$202k	NEW	7.2k	28.00	View chart
Spdr Blackstone MF Closed and MF Open (SRLN)	0.0	$202k		4.8k	42.11	View chart
Vaneck Fallen MF Closed and MF Open (ANGL)	0.0	$201k	NEW	6.9k	29.02	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$200k	NEW	177.00	1128.88	View chart
First Trust MF Closed and MF Open (FSIG)	0.0	$199k	NEW	11k	18.77	View chart
Newell Brands Common Stock (NWL)	0.0	$186k		23k	8.03	View chart
Haleon Common Stock (HLN)	0.0	$183k		22k	8.49	View chart
Blackstone Strategic MF Closed and MF Open (BGB)	0.0	$170k		14k	11.90	View chart
Cohen & Steers MF Closed and MF Open (RQI)	0.0	$160k	-2%	13k	12.08	View chart
Inovio Pharmaceuticals Common Stock (INO)	0.0	$143k	NEW	10k	13.88	View chart
Vodafone Group Common Stock (VOD)	0.0	$114k	+22%	13k	8.90	View chart
Ionq Common Stock (IONQ)	0.0	$111k		11k	9.99	View chart
Editas Medicine Common Stock (EDIT)	0.0	$104k		14k	7.42	View chart
Pimco Strategic MF Closed and MF Open (RCS)	0.0	$72k	+16%	12k	6.09	View chart
Danimer Scientific Common Stock (DNMR)	0.0	$57k	+14%	53k	1.09	View chart
Poseida Therapeutics Common Stock (PSTX)	0.0	$48k		15k	3.19	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$17k		11k	1.56	View chart
Veru Common Stock (VERU)	0.0	$7.0k	NEW	10k	0.70	View chart

Past Filings by Keystone Financial Group

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

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
Keystone Financial Group 2023 Q2 filed Aug. 7, 2023
Keystone Financial Group 2022 Q4 filed Feb. 7, 2023
Keystone Financial Group 2022 Q3 filed Nov. 10, 2022
Keystone Financial Group 2022 Q2 filed Aug. 5, 2022
Keystone Financial Group 2022 Q1 filed May 13, 2022
Keystone Financial Group 2021 Q4 filed Feb. 11, 2022
Keystone Financial Group 2021 Q3 filed Nov. 12, 2021
Keystone Financial Group 2021 Q2 filed Aug. 13, 2021
Keystone Financial Group 2021 Q1 filed May 11, 2021
Keystone Financial Group 2020 Q4 filed Feb. 10, 2021
Keystone Financial Group 2020 Q3 filed Nov. 13, 2020
Keystone Financial Group 2020 Q2 filed Aug. 13, 2020
Keystone Financial Group 2020 Q1 filed May 5, 2020

View all past filings

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