Keystone Financial Group Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.1T

Holdings

430

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (430 positions)

StockValue
XLYCONSUMER DISCRETIONARY
$344.1M
AMLPALERIAN MLP
$342.2M
FTVFORTIVE CORP
$341.2M
SPLVINVESCO S&P
$340.2M
IBBISHARES BIOTECHNOLOGY ETF
$338.8M
VLUSPDR S&P
$338.1M
AVUVAVANTIS U S
$337.1M
HIMSHIMS & HERS HEALTH INC CLASS A
$336.8M
BNDXVANGUARD TOTAL
$336.2M
BCCCGLOBAL X
$333.3M
CATCATERPILLAR INC
$328.4M
ABGCENCORA INC
$328.0M
EMREMERSON ELECTRIC
$324.8M
SHLDGLOBAL X
$318.4M
VXFVANGUARD EXTENDED
$318.4M
KVUEKENVUE INC
$317.7M
WECWEC ENERGY
$317.3M
BMYBRISTOL MYERS
$314.9M
BBBLACKBERRY LTD
$313.5M
SBUXSTARBUCKS CORP
$312.7M
IESCIES HOLDINGS
$311.0M
SPEUSPDR EUROPE
$310.1M
APDAIR PRODUCTS
$309.6M
SWKSTANLEY BLACK
$309.0M
VIGIVANGUARD INTL DIVIDEND APRECTN ETF
$308.7M
CILUSDVICTORYSHARES INTL
$308.2M
SPSMSPDR PORTFOLIO
$308.0M
BAIISHARES A I
$306.9M
TGRTT ROWE
$305.6M
CGBLCAPITAL GROUP
$303.3M
BSCPINVESCO BULLETSHARES
$303.3M
LNCLINCOLN NATL CORP IN
$300.8M
LOGILOGITECH INTL
$299.5M
OUNZVANECK MERK
$296.7M
MUBISHARES NATIONAL
$295.0M
INTCINTEL CORP
$293.0M
KNGFIRST TRUST
$292.6M
KKRKKR & CO
$287.8M
IUSBISHARES CORE
$287.7M
IWFISHARES RUSSELL
$287.4M
GSLCGOLDMAN SACHS
$286.4M
PULSPGIM ULTRA
$284.1M
YUMYUM BRANDS INC
$283.3M
IXUSISHARES CORE
$281.4M
TXNTEXAS INSTRUMENTS
$280.3M
FIXDFIRST TRUST
$279.3M
VBRVANGUARD SMALL
$277.4M
VPLSVANGUARD CORE
$276.0M
VHTVANGUARD HEALTH
$275.3M
HIGHARTFORD INSURANCE
$275.0M
MDIVFIRST TRUST
$274.9M
IRMIRON MOUNTAIN
$274.7M
SOLVSOLVENTUM CORP
$274.0M
PNCPNC FINANCIAL
$271.7M
PMBSPIMCO INVESTMENT
$270.3M
VNQVANGUARD REAL
$269.9M
SRVRPACER DATA
$263.2M
QEFASPDR INDEX
$262.8M
SPHYSPDR HIGH
$260.0M
APY1EURCHAMPIONX CORP
$257.6M
BSTBLACKROCK SCIENCE
$257.0M
COPCONOCOPHILLIPS
$255.8M
GLWCORNING INC
$251.2M
XESSPDR SERIES
$251.1M
VNQIVANGUARD GLOBAL
$247.9M
MLPAGLOBAL X
$247.8M
SHOPSHOPIFY INC FCLASS A
$247.8M
SCHDSCHWAB US
$247.4M
SCHWSCHWAB CHARLES
$246.1M
ATDATI INC
$246.1M
LVLNSPDR S&P
$245.9M
WSCWILLSCOT HOLDINGS
$241.6M
USFRWISDOMTREE FLOATING
$239.6M
BPBP PLC
$239.1M
ITOTISHARES TOTAL US STOCK MARKET ETF
$238.5M
XARSPDR S&P
$238.4M
IVOVVANGUARD S&P
$237.7M
TRVCCITIGROUP INC
$232.1M
RSGREPUBLIC SERVICES
$231.6M
JNKSPDR BLOOMBERG
$228.8M
AGGISHARES CORE
$228.4M
DWDMORGAN STANLEY
$225.0M
UBERUBER TECHNOLOGIES
$224.6M
BSCQINVESCO BULLETSHARES
$223.5M
ORLYO REILLY AUTOMOTIVE
$223.1M
HTGCHERCULES CAPITAL
$223.0M
PDPINVESCO DORSEY
$222.7M
EVRGEVERGY INC
$221.4M
WINNHARBOR LONG
$220.8M
HLNHALEON PLC
$220.3M
BENFRANKLIN RESOURCES
$219.7M
PFFDGLOBAL X
$218.4M
ELESTEE LAUDER
$216.7M
VOTVANGUARD MID
$216.4M
ASMLASML HOLDING
$215.8M
XFEBFIRST TRUST
$214.9M
SCCOSOUTHERN COPPER
$214.5M
SPMDSPDR PORTFOLIO
$214.0M
SLBSCHLUMBERGER LTD
$213.7M
BLKBLACKROCK FDG
$213.3M
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