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)

#StockSharesValue% PortfolioType
101
XLKTECHNOLOGY SELECT
7,945$1.6B0.17%
102
CSCOCISCO SYSTEMS
25,693$1.6B0.16%
103
SCHGSCHWAB US
62,585$1.6B0.16%
104
CGUSCAPITAL GROUP
45,243$1.5B0.15%
105
BRK/BBERKSHIRE HATHAWAY CLASS B
2,953$1.5B0.15%
106
PANWPALO ALTO NETWORKS INC
7,993$1.5B0.15%
107
IEMGISHARES CORE MSCI EMERGING ETF
26,919$1.5B0.15%
108
UNHUNITEDHEALTH GROUP INC
2,747$1.4B0.14%
109
NSCNORFOLK SOUTHERN
5,757$1.4B0.14%
110
ETENERGY TRANSFER
71,166$1.3B0.13%
111
ULUNILEVER PLC
22,040$1.3B0.13%
112
LMTLOCKHEED MARTIN CORP
2,838$1.3B0.13%
113
HIMUBLACKROCK ISHARES
26,179$1.3B0.13%
114
IJHISHARES CORE S&P MID CAPETF
22,051$1.3B0.13%
115
FVDFIRST TRUST
28,757$1.3B0.13%
116
DUKDUKE ENERGY
10,498$1.3B0.13%
117
GEGE AEROSPACE
6,378$1.3B0.13%
118
AVGOBROADCOM INC
7,577$1.3B0.13%
119
FYXFIRST TRUST
13,985$1.3B0.13%
120
IUSGISHARES S&P
9,802$1.2B0.13%
121
VGTVANGUARD INFORMATION TECHNOLOGY ETF
2,261$1.2B0.13%
122
EPDENTERPRISE PRODUCTS
36,113$1.2B0.13%
123
UPSUNITED PARCEL SVC INC CLASS B
11,338$1.2B0.12%
124
MPCMARATHON PETROLEUM
8,279$1.2B0.12%
125
COSTCOSTCO WHOLESALE
1,274$1.2B0.12%
126
MMM3M CO
8,152$1.2B0.12%
127
BACBANK AMERICA
28,258$1.2B0.12%
128
SOSOUTHERN COMPANY
12,607$1.2B0.12%
129
DKNGDRAFTKINGS INC NEW CLASS A
31,567$1.1B0.12%
130
ABXBARRICK GOLD
58,967$1.1B0.12%
131
BACVERIZON COMMUNICATIONS I
25,255$1.1B0.12%
132
VFMVVANGUARD US
9,009$1.1B0.12%
133
VSDAVICTORYSHARES DIVIDEND
22,011$1.1B0.12%
134
ABNBAIRBNB INC CLASS A
8,825$1.1B0.11%
135
XLIINDUSTRIAL SELECT
8,552$1.1B0.11%
136
IBMINTL BUSINESS
4,505$1.1B0.11%
137
FTCSFIRST TRUST
12,418$1.1B0.11%
138
NEENEXTERA ENERGY INC
15,228$1.1B0.11%
139
QCOMQUALCOMM INC
6,946$1.1B0.11%
140
SOXXISHARES SEMICONDUCTOR
5,615$1.1B0.11%
141
MGKVANGUARD MEGA CAP GROWTHETF
3,350$1.0B0.11%
142
OLLIOLLIES BARGAIN OUTLET HL
9,116$1.0B0.10%
143
XLUUTILITIES SELECT
12,973$1.0B0.10%
144
AEPAMERICAN ELECTRIC
9,283$1.0B0.10%
145
CRWDCROWDSTRIKE HOLDINGS
2,872$1.0B0.10%
146
XLVHEALTHCARE SELECT
6,861$1.0B0.10%
147
VEAVANGUARD FTSE
19,378$985.0M0.10%
148
APAMARTISAN PARTNERS
24,791$969.3M0.10%
149
ENBENBRIDGE INC
21,765$964.4M0.10%
150
MOATVANECK MORNINGSTAR
10,793$949.8M0.10%
151
DDOMINION ENERGY INC
16,904$947.4M0.10%
152
AGGISHARES CORE
9,569$946.6M0.10%
153
TJXTJX COS INC NEW
7,343$940.0M0.10%
154
ELVELEVANCE HEALTH INC
2,166$935.6M0.10%
155
BILSSPDR BLOOMBERG
9,306$925.9M0.09%
156
ALB 7.25 03/01/27ALBEMARLE CORP
25,585$912.1M0.09%
157
VFVAVANGUARD US
7,804$889.6M0.09%
158
ORCLORACLE CORP
6,351$888.0M0.09%
159
VEUVANGUARD FTSE
14,622$887.0M0.09%
160
ITWILLINOIS TOOL
3,561$883.1M0.09%
161
XNIEXVIRTUS EQUITY
39,785$880.4M0.09%
162
FDXFEDEX CORP
3,706$879.4M0.09%
163
SPDWSPDR DEVELOPED
24,133$878.7M0.09%
164
XLFISPDR FUND CONSUMER STAPLES ETF
10,665$870.7M0.09%
165
TFLOISHARES TREASURY
16,727$847.4M0.09%
166
DEDEERE & CO
1,781$836.1M0.08%
167
MDYVSPDR SERIES
10,848$835.8M0.08%
168
DISWALT DISNEY
8,461$835.1M0.08%
169
DNPDNP SELECT
83,645$827.2M0.08%
170
DEODIAGEO PLC
7,871$824.8M0.08%
171
FAIFIRST TRUST
14,848$814.6M0.08%
172
BDXBECTON DICKINSON
3,537$810.2M0.08%
173
IBITISHARES BITCOIN
17,086$799.8M0.08%
174
CGDGCAPITAL GROUP
21,551$768.1M0.08%
175
QYLDGLOBAL X
45,635$758.9M0.08%
176
SLYVSPDR S&P
9,624$754.5M0.08%
177
BMTABRITISH AMERN
17,829$737.6M0.07%
178
GQ9SPDR GOLD
2,541$732.2M0.07%
179
KRKROGER CO
10,460$710.5M0.07%
180
FLXRTCW FLEXIBLE
17,998$705.0M0.07%
181
EMLPFIRST TRUST
18,383$689.2M0.07%
182
NFTYFIRST TRUST
12,348$688.5M0.07%
183
VONGVANGUARD RUSSELL
7,321$679.3M0.07%
184
MAMASTERCARD INC
1,217$667.0M0.07%
185
MGVVANGUARD MEGA
5,160$664.8M0.07%
186
MOALTRIA GROUP
10,886$653.4M0.07%
187
VTHRVANGUARD RUSSELL
2,615$645.3M0.07%
188
TLTISHARES 20
6,922$629.8M0.06%
189
OKEONEOK INC
6,341$629.1M0.06%
190
GOOGALPHABET INC CLASS C
3,932$621.8M0.06%
191
CSXCSX CORP
20,935$616.1M0.06%
192
FDLFIRST TRUST
14,181$616.0M0.06%
193
GRABGRAB HOLDINGS
135,895$615.6M0.06%
194
TMFCMOTLEY FOOL
10,980$610.7M0.06%
195
VVVANGUARD LARGE
2,372$609.7M0.06%
196
TEVATEVA PHARMACEUTICAL
39,416$605.8M0.06%
197
SIZEISHARES MSCI
4,091$595.0M0.06%
198
CGGRCAPITAL GROUP
17,268$591.4M0.06%
199
QLTAISHARES AAA
12,368$587.9M0.06%
200
BKBANK NEW YORK MELLON COR
6,989$587.8M0.06%
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