Keystone Financial Group Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$983.7B
Holdings
395
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (395 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 345,846 | $76.0B | 7.73% | |
| 2 | SPYSPDR S&P 500 ETF | 125,601 | $70.3B | 7.15% | |
| 3 | SPYMSPDR PORTFOLIO | 594,190 | $39.1B | 3.97% | |
| 4 | SPYGSPDR PORTFOLIO | 378,393 | $30.4B | 3.09% | |
| 5 | VTIVANGUARD TOTAL STOCK MARKET ETF | 107,910 | $29.7B | 3.02% | |
| 6 | TSLATESLA INC | 84,010 | $24.9B | 2.53% | |
| 7 | VFLOVICTORYSHARES FREE | 721,195 | $24.7B | 2.51% | |
| 8 | NVDANVIDIA CORP | 212,450 | $23.8B | 2.42% | |
| 9 | PLTRPALANTIR TECHNOLOGIES INCLASS A | 247,439 | $20.9B | 2.13% | |
| 10 | METAMETA PLATFORMS INC CLASS A | 31,240 | $19.0B | 1.93% | |
| 11 | MSFTMICROSOFT CORP | 49,364 | $18.8B | 1.91% | |
| 12 | JQUAJPMORGAN US | 324,131 | $18.3B | 1.86% | |
| 13 | AMZNAMAZON.COM INC | 91,828 | $18.2B | 1.85% | |
| 14 | DYNFISHARES U S | 350,350 | $17.1B | 1.74% | |
| 15 | VOOVANGUARD S&P 500 ETF | 32,828 | $17.0B | 1.72% | |
| 16 | BRK/BBERKSHIRE HATHAWAY | 31,258 | $16.6B | 1.69% | |
| 17 | JPMJPMORGAN CHASE & CO | 52,943 | $13.4B | 1.37% | |
| 18 | VTVVANGUARD VALUE ETF | 60,933 | $10.5B | 1.07% | |
| 19 | BNDVANGUARD TOTAL BOND MARKET ETF | 132,975 | $9.7B | 0.99% | |
| 20 | NDQINVESCO QQQ | 18,428 | $8.6B | 0.88% | |
| 21 | AMDADVANCED MICRO DEVICES INC | 74,485 | $7.9B | 0.80% | |
| 22 | TOTLSPDR DOUBLELINE TTL RTRNTTCL ETF | 191,720 | $7.6B | 0.77% | |
| 23 | TCAFT ROWE | 224,162 | $7.2B | 0.74% | |
| 24 | JNJJOHNSON & JOHNSON | 44,828 | $7.2B | 0.73% | |
| 25 | BRK-BBERKSHIRE HATHAWAY | 9 | $7.2B | 0.73% | |
| 26 | IVVISHARES CORE S&P 500 ETF | 12,352 | $7.0B | 0.71% | |
| 27 | BIDDBLACKROCK ISHARES | 241,084 | $6.2B | 0.63% | |
| 28 | PGPROCTER & GAMBLE CO | 36,803 | $6.2B | 0.63% | |
| 29 | VUGVANGUARD GROWTH | 16,718 | $6.2B | 0.63% | |
| 30 | BRK-BBERKSHIRE HATHAWAY INC DCLASS A | 8 | $6.1B | 0.62% | |
| 31 | MCDMCDONALDS CORP | 19,704 | $6.1B | 0.62% | |
| 32 | XOMEXXON MOBIL CORP | 50,419 | $6.0B | 0.61% | |
| 33 | TAT&T INC | 218,833 | $6.0B | 0.61% | |
| 34 | VIGVANGUARD DIVIDEND | 30,040 | $5.8B | 0.59% | |
| 35 | CFOVICTORYSHARES US | 84,924 | $5.8B | 0.59% | |
| 36 | LOWLOWES COS INC | 24,369 | $5.7B | 0.57% | |
| 37 | XLGINVESCO S&P | 121,758 | $5.6B | 0.57% | |
| 38 | STXSEAGATE TECHNOLOGY H F | 56,728 | $5.6B | 0.57% | |
| 39 | GOOGALPHABET INC | 33,747 | $5.3B | 0.54% | |
| 40 | SPTLSPDR PORTFOLIO | 183,317 | $5.0B | 0.51% | |
| 41 | BUFRFIRST TRUST | 164,101 | $4.9B | 0.50% | |
| 42 | ABTABBOTT LABS | 36,715 | $4.9B | 0.49% | |
| 43 | VOOGVANGUARD S&P | 14,307 | $4.8B | 0.49% | |
| 44 | PEPPEPSICO INC | 32,012 | $4.8B | 0.49% | |
| 45 | MTUMISHARES MSCI | 23,507 | $4.8B | 0.48% | |
| 46 | BABOEING COMPANY | 24,592 | $4.6B | 0.47% | |
| 47 | VOVANGUARD MID | 17,578 | $4.5B | 0.46% | |
| 48 | MLNVANECK LONG MUNI ETF | 266,403 | $4.5B | 0.46% | |
| 49 | VBVANGUARD SMALL | 20,111 | $4.5B | 0.45% | |
| 50 | ITOTISHARES CORE | 34,744 | $4.2B | 0.43% | |
| 51 | HYMBSPDR NUVEEN BLMG HG YL MP BND ETF | 171,520 | $4.2B | 0.43% | |
| 52 | GBTCGRAYSCALE BITCOIN TRUST ETF | 53,751 | $4.2B | 0.42% | |
| 53 | XMPTVANECK CEF MUNI INCOME ETF | 195,731 | $4.2B | 0.42% | |
| 54 | VOOVVANGUARD S&P | 22,065 | $4.1B | 0.41% | |
| 55 | IAU*ISHARES GOLD | 68,383 | $4.0B | 0.41% | |
| 56 | GOOGLALPHABET INC | 26,026 | $4.0B | 0.41% | |
| 57 | QUALISHARES MSCI | 22,584 | $3.9B | 0.39% | |
| 58 | EMXCISHARES MSCI | 69,288 | $3.8B | 0.39% | |
| 59 | CMGCHIPOTLE MEXICAN GRILL I | 74,229 | $3.7B | 0.38% | |
| 60 | HDHOME DEPOT INC | 10,044 | $3.7B | 0.38% | |
| 61 | ABBVABBVIE INC | 17,609 | $3.7B | 0.38% | |
| 62 | IQLTISHARES MSCI | 92,835 | $3.7B | 0.37% | |
| 63 | USMVISHARES MSCI USA MIN VOLFCTR ETF | 38,154 | $3.6B | 0.36% | |
| 64 | MDYSPDR S&P MIDCAP 400 ETF IV | 6,441 | $3.5B | 0.35% | |
| 65 | HEFAISHARES CURRENCY | 90,789 | $3.3B | 0.33% | |
| 66 | DGROISHARES CORE | 52,667 | $3.3B | 0.33% | |
| 67 | CVXCHEVRON CORP | 19,258 | $3.2B | 0.33% | |
| 68 | XLFSELECT STR FINANCIAL SELECT SPDR ETF | 63,437 | $3.2B | 0.32% | |
| 69 | WFC 7.5 PERP LWELLS FARGO & C 7.5 PFDCONV SER L | 2,627 | $3.1B | 0.32% | |
| 70 | RSPINVESCO S&P | 17,794 | $3.1B | 0.31% | |
| 71 | SPYVSPDR PORTFOLIO | 56,892 | $2.9B | 0.30% | |
| 72 | NFLXNETFLIX INC | 3,009 | $2.9B | 0.30% | |
| 73 | SPMBSPDR MORTGAGE | 130,647 | $2.9B | 0.29% | |
| 74 | IVOOVANGUARD S&P | 28,593 | $2.8B | 0.29% | |
| 75 | IJRISHARES CORE S&P SMALL CAP ETF | 26,147 | $2.8B | 0.28% | |
| 76 | 4I1PHILIP MORRIS INTL INC | 17,304 | $2.8B | 0.28% | |
| 77 | LLYELI LILLY AND CO | 3,224 | $2.6B | 0.27% | |
| 78 | VVISA INC | 7,241 | $2.5B | 0.26% | |
| 79 | NKENIKE INC CLASS B | 40,064 | $2.5B | 0.26% | |
| 80 | VIOOVANGUARD S&P | 26,003 | $2.5B | 0.26% | |
| 81 | DONSPDR DOW JONES INDUSTRIAL AVRG ETF | 5,938 | $2.5B | 0.25% | |
| 82 | DISDISNEY WALT CO | 22,511 | $2.5B | 0.25% | |
| 83 | SDVYFIRST TRUST | 73,608 | $2.5B | 0.25% | |
| 84 | MRKMERCK & COMPANY | 26,706 | $2.4B | 0.24% | |
| 85 | KOCOCA COLA COMPANY | 32,985 | $2.4B | 0.24% | |
| 86 | XLEENERGY SELECT SECTOR SPDR ETF | 25,068 | $2.3B | 0.24% | |
| 87 | CDCVICTORYSHARES U S | 35,307 | $2.3B | 0.24% | |
| 88 | RDVYFIRST TRUST | 39,182 | $2.3B | 0.23% | |
| 89 | PFEPFIZER INC | 89,722 | $2.3B | 0.23% | |
| 90 | BINCISHARES FLEXIBLE | 42,513 | $2.2B | 0.23% | |
| 91 | FMBFIRST TRUST | 43,110 | $2.2B | 0.22% | |
| 92 | WMTWALMART INC | 24,515 | $2.2B | 0.22% | |
| 93 | LNCLINCOLN NATL CORP IND | 60,441 | $2.1B | 0.22% | |
| 94 | VYMVANGUARD HIGH | 15,703 | $2.0B | 0.21% | |
| 95 | VONEVANGUARD RUSSELL | 7,965 | $2.0B | 0.21% | |
| 96 | CFAVICTORYSHARES US | 23,760 | $2.0B | 0.20% | |
| 97 | AQLTISHARES CORE | 22,626 | $1.7B | 0.17% | |
| 98 | RHRH | 7,177 | $1.7B | 0.17% | |
| 99 | IXNISHARES GLOBAL TECH ETF | 21,750 | $1.6B | 0.17% | |
| 100 | IPINTL PAPER | 30,835 | $1.6B | 0.17% |
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