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 ($84.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 332 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Keystone Financial Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |