Keystone Financial Group - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Keystone Financial Group held in its portfolio 332 assets valued at $1,351,936,615 (i.e. $1.35B).

The most valuable assets in the portfolio included: STATE STREET ($128.70M), APPLE INC ($92.88M), and SPDR S&P ($84.44M).

The chart below shows the top 10 valuable assets, and the table below shows the top 332 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Keystone Financial Group Portfolio
STATE STREET
APPLE INC
SPDR S&P
VANGUARD TOTAL
PALANTIR TECHNOLOGIES
VANGUARD S&P
ISHARES U S
VICTORYSHARES FREE
TESLA INC
NVIDIA CORP
Keystone Financial Group - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
STATE STREET 2066698 128695738 Equities
APPLE INC 341627 92874828 Equities
SPDR S&P 129067 84439460 Equities
VANGUARD TOTAL 303988 53661030 Equities
PALANTIR TECHNOLOGIES 248827 44229075 Equities
VANGUARD S&P 140269 42479578 Equities
ISHARES U S 785651 42275144 Equities
VICTORYSHARES FREE 1047375 41245637 Equities
TESLA INC 90537 40716510 Equities
NVIDIA CORP 215201 40135008 Equities
BERKSHIRE HATHAWAY 45620 35753980 Equities
ISHARES TR 209073 34546989 Equities
FIRST TRUST 653602 28061308 Equities
MICROSOFT CORP 48359 23387612 Equities
AMAZON COM 96111 22184340 Equities
META PLATFORMS 32891 21711022 Equities
ALPHABET INC 68643 21516523 Equities
INVESCO S&P 314489 21357579 Equities
JPMORGAN CHASE 58950 18994952 Equities
ADVANCED MICRO 82849 17742945 Equities
SEAGATE TECHNOLOGY 62817 17299304 Equities
ISHARES INC 245277 16487538 Equities
ISHARES CORE 205473 14347152 Equities
INVESCO QQQ 21221 13036344 Equities
ISHARES A I 359189 11961037 Equities
JPMORGAN US 187038 11817071 Equities
VANGUARD VALUE 60538 11562123 Equities
ISHARES MSCI 51437 11081459 Equities
T ROWE 267023 10508025 Equities
VANGUARD GROWTH 21021 10255379 Equities
JOHNSON & JOHNSON 48029 9939597 Equities
GLOBAL X 235272 9725046 Equities
CAPITAL GROUP 247978 9444854 Equities
ISHARES GOLD 101644 8250431 Equities
ISHARES INTL 257991 7552746 Equities
VICTORYSHARES US 94441 7333738 Equities
VANGUARD DIVIDEND 32804 7209681 Equities
EXXON MOBIL 52608 6330815 Equities
MCDONALDS CORP 20599 6295734 Equities
LOWES COS INC 25682 6193581 Equities
AT&T INC 239877 5958560 Equities
BOEING CO 26858 5831346 Equities
VANGUARD SMALL 22422 5712067 Equities
VANECK LONG 312605 5480286 Equities
VANGUARD RUSSELL 21984 5345648 Equities
VANGUARD MID 18118 5258263 Equities
PROCTER & GAMBLE 36474 5227051 Equities
VANECK CEF 220450 4823456 Equities
ABBOTT LABS 37945 4754174 Equities
GRAYSCALE BITCOIN 68697 4329160 Equities
ABBVIE INC 18900 4318539 Equities
WALMART INC 37204 4144948 Equities
WALT DISNEY 34840 3963732 Equities
CHEVRON CORP 25894 3946459 Equities
ELI LILLY 3573 3839592 Equities
WELLS FARGO 9628 3836372 Equities
HOME DEPOT 9834 3383832 Equities
SPDR DOW 10950 3197144 Equities
VANGUARD MEGA 12004 2995770 Equities
CHIPOTLE MEXICAN 78351 2898988 Equities
LINCOLN NATL CORP IN 64525 2873277 Equities
PHILIP MORRIS 17514 2809177 Equities
NETFLIX INC 29685 2783266 Equities
BROADCOM INC 7967 2757265 Equities
ISHARES FLEXIBLE 52036 2745949 Equities
NIKE INC 42627 2715787 Equities
PEPSICO INC 18749 2690853 Equities
VANGUARD FTSE 38840 2640414 Equities
VISA INC 7426 2604342 Equities
MERCK & COMPANY 22753 2395009 Equities
COCA COLA CO 34129 2385943 Equities
CROWDSTRIKE HOLDINGS 4987 2337708 Equities
VANGUARD US 17672 2324866 Equities
VANGUARD HIGH 16010 2297796 Equities
VANGUARD CORE 28815 2245630 Equities
ISHARES SILVER 34788 2241034 Equities
IONQ INC 47056 2111405 Equities
VICTORYSHARES U S 31752 2092163 Equities
ALBEMARLE CORP 31025 2029205 Equities
SPDR GOLD 5098 2020394 Equities
ISHARES HIGH 45167 1979514 Equities
GE AEROSPACE 6424 1978730 Equities
SCHWAB US 62521 1973949 Equities
LAM RESEARCH 11050 1891602 Equities
JPMORGAN 36430 1879301 Equities
PALO ALTO 9632 1774213 Equities
CISCO SYS INC 22812 1757249 Equities
TAIWAN SEMICONDUCTOR 5681 1726268 Equities
VANGUARD WORLD FD 2266 1708250 Equities
IBM CORP 5728 1696711 Equities
PFIZER INC 67909 1690944 Equities
NORFOLK SOUTHERN 5750 1660176 Equities
ISHARES SEMICONDUCTOR 5437 1637465 Equities
BARRICK MINING 37167 1618632 Equities
TCW FLEXIBLE 40315 1596475 Equities
LOCKHEED MARTIN 3168 1532478 Equities
ISHARES S&P 8975 1507255 Equities
BANK AMERICA 26532 1459275 Equities
CATERPILLAR INC 2535 1452208 Equities
AIRBNB INC 10681 1449627 Equities
ENTERPRISE PRODUCTS 44581 1429273 Equities
MARATHON PETROLEUM 8752 1423266 Equities
3M CO 8438 1350887 Equities
NEXTERA ENERGY 16710 1341499 Equities
DUKE ENERGY 11227 1315876 Equities
ORACLE CORP 6727 1311153 Equities
WARNER BROS 45293 1305346 Equities
UNILEVER PLC 19675 1286753 Equities
COSTCO WHOLESALE 1455 1254633 Equities
VICTORYSHARES DIVIDEND 23366 1233254 Equities
INTL PAPER 30823 1214105 Equities
VIRTUS EQUITY 48613 1211430 Equities
SPDR DEVELOPED 27274 1211226 Equities
AMERICAN ELECTRIC 10150 1170437 Equities
ENERGY TRANSFER 70514 1162784 Equities
SOUTHERN COMPANY 13121 1144143 Equities
TJX COS 7389 1135005 Equities
QUALCOMM INC 6526 1116344 Equities
ENBRIDGE INC 23260 1112535 Equities
VERIZON COMMUNICATIONS 27079 1102953 Equities
VANECK MORNINGSTAR 10638 1101719 Equities
MICRON TECHNOLOGY INC 3799 1084151 Equities
DOMINION ENERGY 18315 1073071 Equities
TEVA PHARMACEUTICAL 34344 1071888 Equities
INVESCO NASDAQ 4229 1069543 Equities
DRAFTKINGS INC 30904 1064955 Equities
FEDEX CORP 3584 1035163 Equities
ISHARES BITCOIN 20819 1033664 Equities
ARTISAN PARTNERS 24791 1009985 Equities
VANGUARD LARGE 3163 995701 Equities
TERADYNE INC 5142 995347 Equities
BRITISH AMERN 17556 994027 Equities
WESTERN DIGITAL 5750 990551 Equities
UNITED PARCEL 9875 979525 Equities
OLLIES BARGAIN 8927 978489 Equities
RH 5357 959709 Equities
ILLINOIS TOOL 3523 867617 Equities
SPDR INDEX 10937 864590 Equities
GOLDMAN SACHS 2984 858857 Equities
DEERE & CO 1828 850857 Equities
DNP SELECT 82791 827083 Equities
BANK NEW YORK 7093 823383 Equities
JANUS HENDERSON 15845 801427 Equities
NEOS NASDAQ 14580 785279 Equities
AMERICAN EXPRESS 2112 781403 Equities
CSX CORP 21431 776883 Equities
U S BANCORP DE 13804 736559 Equities
KIMBERLY CLARK 7279 734361 Equities
DIAGEO PLC 8464 730226 Equities
ALLIANCE BERNSTEIN 18948 729121 Equities
MOTLEY FOOL 10133 727234 Equities
FORTIVE CORP 13015 718580 Equities
VANGUARD FSTE 13149 706881 Equities
ISHARES SHORT 13600 694961 Equities
BECTON DICKINSON 3537 686426 Equities
RTX CORP 3711 680559 Equities
SCHWAB FUNDAMENTAL 15041 680004 Equities
KROGER CO 10820 676016 Equities
ELEVANCE HEALTH 1924 674291 Equities
KLA CORP 554 673713 Equities
MASTERCARD INC 1177 671795 Equities
ALTRIA GROUP 11533 665006 Equities
ISHARES TREASURY 13080 659997 Equities
RIGETTI COMPUTING 29765 659296 Equities
VANGUARD ESG 5332 644959 Equities
ISHARES AAA 13408 644791 Equities
TOAST INC 17680 627821 Equities
PACER US 10328 621442 Equities
TRAVELERS COS 2125 616424 Equities
INVESCO NATIONAL 26436 613054 Equities
WASTE MANAGEMENT 2774 609479 Equities
WELLTOWER INC 3165 587460 Equities
VANGUARD INTERMEDIATE 6942 581430 Equities
COMMUNITY TRUST 10175 574887 Equities
BLACKSTONE INC 3623 558428 Equities
MAIN SECTOR 8613 555797 Equities
SLB LTD 14410 553067 Equities
FIDELITY TOTAL 11848 545485 Equities
UNITEDHEALTH GROUP 1647 543811 Equities
VICTORYSHARES CORE 11440 541755 Equities
GILEAD SCIENCES 4382 537845 Equities
WISDOMTREE EMERGING 13745 536328 Equities
TURNING POINT 4948 536312 Equities
VISTRA CORP 3315 534728 Equities
ARROWHEAD PHARMACEUTICAL 8000 531120 Equities
SOMNIGROUP INTERNATIONAL 5944 530667 Equities
REALTY INCOME 9360 527601 Equities
AMGEN INC 1601 524125 Equities
ISHARES RUSSELL 1497 522232 Equities
THERMO FISHER 895 518817 Equities
ISHARES 20 5902 514451 Equities
COINBASE GLOBAL 2261 511303 Equities
ISHARES PFD 16047 496817 Equities
ALPS SECTOR 8170 494028 Equities
LINDE PLC 1158 493927 Equities
INTEL CORP 13052 481622 Equities
PROSHARES S&P 4474 465559 Equities
ECOLAB INC 1737 456110 Equities
PRIME MEDICINE 129665 449942 Equities
RALLIANT CORP 8774 446691 Equities
GSK PLC 9077 445121 Equities
BROWN FORMAN CORP CL B 16814 438175 Equities
CORNING INC 4953 433654 Equities
VANGUARD EXTENDED 2057 430159 Equities
EATON VANCE 28150 429851 Equities
CONSTELLATION ENERGY 1187 419399 Equities
TRUIST FINANCIAL 8463 416467 Equities
PIMCO EHNANCED 4137 415145 Equities
VANGUARD MUNICIPAL 8219 413339 Equities
FIDELITY NATIONAL 6216 413089 Equities
VANECK MERK 9803 406628 Equities
ALLSTATE CORP 1918 399323 Equities
ISHARES BIOTECHNOLOGY 2358 397958 Equities
BRISTOL MYERS 7368 397413 Equities
SCHWAB INTL 16349 393031 Equities
APPLIED MATERIALS 1523 391506 Equities
ASML HOLDING 358 383383 Equities
AVANTIS U S 3691 376410 Equities
PIMCO INVESTMENT 3813 373100 Equities
STANLEY BLACK 4985 370276 Equities
CENCORA INC 1095 369836 Equities
GE VERNOVA 565 369310 Equities
MEDTRONIC PLC 3830 367933 Equities
SHOPIFY INC 2260 363792 Equities
AMERIPRISE FINL INC 736 360890 Equities
ALERIAN MLP 7659 360152 Equities
EMERGENT BIOSOLUTIONS 29088 359528 Equities
ADOBE INC 1023 358044 Equities
EVERGY INC 4822 349523 Equities
ROCKET LAB 4993 348313 Equities
EMERSON ELECTRIC 2597 344611 Equities
YUM BRANDS INC 2275 344163 Equities
MP MATERIALS 6760 341516 Equities
LOGITECH INTL 3323 332981 Equities
ATI INC 2875 329935 Equities
TEXAS INSTRS INC 1891 328047 Equities
VICTORYSHARES INTL 6062 327198 Equities
NEOS S&P 6180 324636 Equities
HEICO CORP NEW 1000 323590 Equities
INTL FLAVOR & FRAGRANCE 4791 322872 Equities
PIMCO STRATEGIC 57941 322733 Equities
BLACKROCK FDG 301 321669 Equities
VANGUARD HEALTH 1109 319344 Equities
PNC FINANCIAL 1527 318749 Equities
VANGUARD INTERNATIONAL 3451 315598 Equities
ANHEUSER BUSCH 4908 314281 Equities
SPDR EUROPE 6000 312781 Equities
SOUTHERN COPPER 2158 309609 Equities
NOVARTIS AG 2225 306828 Equities
MORGAN STANLEY 1707 303130 Equities
HIMS & HERS 9223 299471 Equities
HARTFORD INSURANCE 2168 298784 Equities
SOLVENTUM CORP 3732 295727 Equities
ROYAL CARIBBEAN 1060 295655 Equities
SHERWIN WILLIAMS 903 292599 Equities
VANECK JPM 11058 285514 Equities
STATE STREER 1174 283215 Equities
MONDELEZ INTL INC 5251 282649 Equities
HERSHEY CO 1548 281662 Equities
RIO TINTO 3492 279480 Equities
ESTEE LAUDER 2665 279118 Equities
BLACKROCK SCIENCE 6884 279071 Equities
PGIM ULTRA 5619 278632 Equities
SONOS INC 15858 278466 Equities
AIR PRODUCTS 1123 277419 Equities
KKR & CO 2174 277190 Equities
INVESCO DORSEY 2367 275471 Equities
CONOCOPHILLIPS 2925 273789 Equities
ONEOK INC 3638 267389 Equities
WEC ENERGY 2525 266300 Equities
ARCHER AVIATION 35299 265448 Equities
GE HEALTHCARE 3214 263601 Equities
AXON ENTERPRISE 456 258976 Equities
ANALOG DEVICES 947 256825 Equities
ISHARES CURRENCY 6170 255191 Equities
WILLSCOT HOLDINGS 13475 253738 Equities
FRANKLIN US 4469 251437 Equities
MARRIOTT INTL 807 250207 Equities
VANGUARD REAL 2782 246147 Equities
FS KKR 16600 245854 Equities
TARGET CORP 2512 245528 Equities
WISDOMTREE FLOATING 4861 244585 Equities
UBER TECHNOLOGIES 2983 243742 Equities
BP PLC 6943 241142 Equities
CUMMINS INC 472 240710 Equities
ISHARES NATIONAL 2233 239137 Equities
UNION PACIFIC CORP 1023 236721 Equities
SALESFORCE INC 890 235820 Equities
HARBOR LONG 7580 235773 Equities
ISHARES CHINA 6130 234724 Equities
FORD MOTOR 17589 230770 Equities
HERCULES CAPITAL 12198 229566 Equities
PACER U S 5143 228188 Equities
VANGUARD LONG 3242 225384 Equities
INVESCO BULLETSHARES 11450 224141 Equities
O REILLY AUTOMOTIVE 2455 223920 Equities
ILLUMINA INC 1700 222972 Equities
IRON MOUNTAIN 2679 222190 Equities
CHURCHILL DOWNS 1951 221985 Equities
FRANKLIN RESOURCES 9252 221020 Equities
KENVUE INC 12635 217956 Equities
BLACKBERRY LTD 56052 212439 Equities
NOV INC 13486 210782 Equities
DELTA AIRLINES 3035 210636 Equities
PLAINS ALL 11653 209288 Equities
HALEON PLC 20581 208077 Equities
ALPS MEDICAL 4000 204880 Equities
NXP SEMICONDUCTORS 942 204478 Equities
SCHWAB CHARLES 2040 203818 Equities
STARBUCKS CORP 2419 203664 Equities
SUPER MICRO 6915 202403 Equities
LUMEN TECHNOLOGIES 25768 200216 Equities
REPUBLIC SERVICES 944 200063 Equities
AGNC INVESTMENT 18270 195854 Equities
RAMACO RESOURCES 14585 171377 Equities
BLACKSTONE STRATEGIC 11509 135571 Equities
BIGBEAR AI 23857 128828 Equities
CARIBOU BIOSCIENCES 80475 127956 Equities
PIMCO CORPORATE 10000 127600 Equities
COHEN & STEERS 10572 120733 Equities
NUVEEN AMT 10359 120475 Equities
GRAB HOLDINGS 22160 110581 Equities
NEWELL BRANDS 24077 89568 Equities
AIRGAIN INC 16761 68050 Equities
RECURSION PHARMS 14000 57260 Equities
LARIMAR THERAPEUTICS 13000 49530 Equities
UPEXI INC 27325 45906 Equities
DIGINEX LTD 10000 41700 Equities
NORTHERN DYNASTY 18000 35460 Equities
EDITAS MEDICINE 14050 28803 Equities
IMMUNITYBIO INC 10000 19800 Equities
CYPHERPUNK TECHNOLOGIES 11712 13586 Equities