Keystone Financial Group Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.0T
Holdings
390
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (390 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 360,158 | $89.4B | 8.79% | |
| 2 | SPYSPDR S&P | 124,984 | $73.3B | 7.20% | |
| 3 | SPYMSPDR PORTFOLIO | 621,668 | $42.9B | 4.22% | |
| 4 | SPYGSPDR PORTFOLIO | 384,830 | $33.8B | 3.33% | |
| 5 | VTIVANGUARD TOTAL STOCK MARKET ETF | 106,397 | $30.8B | 3.03% | |
| 6 | TSLATESLA INC | 83,357 | $30.1B | 2.96% | |
| 7 | NVDANVIDIA CORP | 210,551 | $28.1B | 2.76% | |
| 8 | AMZNAMAZON COM | 92,451 | $20.7B | 2.03% | |
| 9 | MSFTMICROSOFT CORP | 49,120 | $20.7B | 2.03% | |
| 10 | METAMETA PLATFORMS INC CLASS A | 31,091 | $20.6B | 2.03% | |
| 11 | PLTRPALANTIR TECHNOLOGIES INCLASS A | 243,209 | $18.4B | 1.81% | |
| 12 | VOOVANGUARD S&P 500 ETF | 33,612 | $18.2B | 1.79% | |
| 13 | VFLOVICTORY VICTORYSHARES | 524,780 | $17.9B | 1.76% | |
| 14 | DYNFBLACKROCK ISHARES | 339,896 | $17.4B | 1.71% | |
| 15 | JQUAJPMORGAN US | 299,193 | $17.1B | 1.69% | |
| 16 | BRK-BBERKSHIRE HATHAWAY INC DCLASS A | 22 | $15.1B | 1.49% | |
| 17 | BRK/BBERKSHIRE HATHAWAY CLASS B | 33,091 | $15.0B | 1.48% | |
| 18 | JPMJPMORGAN CHASE & CO | 52,772 | $13.7B | 1.35% | |
| 19 | VTVVANGUARD VALUE ETF | 64,293 | $10.9B | 1.07% | |
| 20 | NDQINVESCO QQQ | 17,898 | $9.1B | 0.90% | |
| 21 | BNDVANGUARD TOTAL BOND MARKET ETF | 126,424 | $9.1B | 0.89% | |
| 22 | AMDADVANCED MICRO | 73,333 | $8.5B | 0.84% | |
| 23 | BUFRFIRST TRUST | 254,402 | $7.8B | 0.76% | |
| 24 | TOTLSPDR DOUBLELINE TTL RTRNTTCL ETF | 192,400 | $7.6B | 0.75% | |
| 25 | GOOGALPHABET INC CLASS C | 37,856 | $7.2B | 0.71% | |
| 26 | VUGVANGUARD GROWTH | 16,852 | $6.9B | 0.68% | |
| 27 | PGPROCTER & GAMBLE CO | 40,991 | $6.9B | 0.68% | |
| 28 | IVVISHARES CORE | 11,625 | $6.8B | 0.67% | |
| 29 | JNJJOHNSON & JOHNSON | 43,517 | $6.5B | 0.64% | |
| 30 | TCAFT ROWE | 194,779 | $6.5B | 0.64% | |
| 31 | HEFAISHARES CURRENCY | 177,006 | $6.2B | 0.60% | |
| 32 | VIGVANGUARD DIVIDEND | 31,169 | $6.1B | 0.60% | |
| 33 | CFOVICTORYSHARES US | 87,138 | $6.0B | 0.59% | |
| 34 | LOWLOWES COS INC | 24,051 | $6.0B | 0.59% | |
| 35 | MCDMCDONALDS CORP | 19,522 | $5.9B | 0.58% | |
| 36 | XOMEXXON MOBIL CORP | 51,437 | $5.5B | 0.54% | |
| 37 | STXSEAGATE TECHNOLOGY HLD F | 55,773 | $5.4B | 0.53% | |
| 38 | GOOGLALPHABET INC CLASS A | 28,251 | $5.3B | 0.53% | |
| 39 | TAT&T INC | 216,980 | $5.3B | 0.52% | |
| 40 | VOOGVANGUARD S&P | 14,287 | $5.2B | 0.51% | |
| 41 | BIDDBLACKROCK INTL | 209,327 | $5.2B | 0.51% | |
| 42 | IQLTISHARES MSCI | 137,187 | $5.1B | 0.50% | |
| 43 | QUALISHARES MSCI USA QLTY FACT ETF | 28,486 | $5.1B | 0.50% | |
| 44 | VBVANGUARD SMALL | 20,231 | $4.9B | 0.48% | |
| 45 | MTUMISHARES MSCI USA MOMNTUMFCT ETF | 23,341 | $4.8B | 0.48% | |
| 46 | VOVANGUARD MID | 17,703 | $4.7B | 0.46% | |
| 47 | MLNVANECK LONG MUNI ETF | 257,656 | $4.6B | 0.45% | |
| 48 | ITOTISHARES CORE | 35,330 | $4.5B | 0.45% | |
| 49 | ABTABBOTT LABORATORIES | 36,634 | $4.5B | 0.44% | |
| 50 | MDYSPDR S&P MIDCAP 400 ETF IV | 7,852 | $4.5B | 0.44% | |
| 51 | BABOEING COMPANY | 24,118 | $4.4B | 0.43% | |
| 52 | CMGCHIPOTLE MEXICAN GRILL I | 74,298 | $4.3B | 0.43% | |
| 53 | GBTCGRAYSCALE BITCOIN TRUST ETF | 54,729 | $4.2B | 0.41% | |
| 54 | HDHOME DEPOT INC | 10,430 | $4.1B | 0.41% | |
| 55 | XMPTVANECK CEF MUNI INCOME ETF | 188,899 | $4.1B | 0.40% | |
| 56 | VOOVVANGUARD S&P | 21,748 | $4.0B | 0.39% | |
| 57 | USMVISHARES MSCI USA MIN VOLFCTR ETF | 43,327 | $3.8B | 0.38% | |
| 58 | SHMSPDR NUVEEN BLMG HG YL MP BND ETF | 143,619 | $3.8B | 0.37% | |
| 59 | SPTLSPDR PORTFOLIO | 143,985 | $3.8B | 0.37% | |
| 60 | WFC 7.5 PERP LWELLS FARGO & C 7.5 PFDCONV SER L | 3,128 | $3.7B | 0.37% | |
| 61 | DGROISHARES CORE | 55,180 | $3.4B | 0.33% | |
| 62 | SPYVSPDR PORTFOLIO | 65,143 | $3.3B | 0.33% | |
| 63 | EMXCISHARES MSCI | 58,848 | $3.3B | 0.32% | |
| 64 | ABBVABBVIE INC | 17,952 | $3.2B | 0.31% | |
| 65 | RSPINVESCO S&P | 18,183 | $3.2B | 0.31% | |
| 66 | IVOOVANGUARD S&P | 29,257 | $3.1B | 0.30% | |
| 67 | DONSPDR DOW JONES INDUSTRIAL AVRG ETF | 6,856 | $2.9B | 0.29% | |
| 68 | GRIDFIRST TRUST | 24,422 | $2.9B | 0.29% | |
| 69 | IJRISHARES CORE | 24,853 | $2.9B | 0.28% | |
| 70 | VIOOVANGUARD S&P | 26,623 | $2.8B | 0.28% | |
| 71 | SPMBSPDR MORTGAGE | 128,102 | $2.8B | 0.27% | |
| 72 | NKENIKE INC CLASS B | 37,497 | $2.7B | 0.27% | |
| 73 | MRKMERCK & COMPANY | 27,242 | $2.7B | 0.27% | |
| 74 | XLESECTOR ENERGY | 31,467 | $2.7B | 0.27% | |
| 75 | BINCBLACKROCK ISHARES | 51,425 | $2.7B | 0.26% | |
| 76 | PEPPEPSICO INC | 17,508 | $2.7B | 0.26% | |
| 77 | NFLXNETFLIX INC | 2,909 | $2.7B | 0.26% | |
| 78 | RHRH | 6,966 | $2.6B | 0.26% | |
| 79 | XLFSECTOR FINANCIAL | 53,932 | $2.6B | 0.26% | |
| 80 | LLYELI LILLY AND CO | 3,213 | $2.5B | 0.25% | |
| 81 | CVXCHEVRON CORP | 16,889 | $2.4B | 0.24% | |
| 82 | XLKSECTOR TECHNOLOGY | 10,129 | $2.4B | 0.23% | |
| 83 | VVISA INC | 7,320 | $2.3B | 0.23% | |
| 84 | CDCVICTORYSHARES U S | 36,526 | $2.3B | 0.22% | |
| 85 | RDVYFIRST TRUST | 38,364 | $2.3B | 0.22% | |
| 86 | LNCLINCOLN NATL CORP IND | 59,555 | $2.2B | 0.22% | |
| 87 | DISDISNEY WALT CO | 20,451 | $2.2B | 0.22% | |
| 88 | CFAVICTORYSHARES US | 26,189 | $2.2B | 0.22% | |
| 89 | SDVYFIRST TRUST | 61,019 | $2.2B | 0.22% | |
| 90 | VYMVANGUARD HIGH | 16,749 | $2.1B | 0.21% | |
| 91 | IXNISHARES GLOBAL TECH ETF | 24,843 | $2.1B | 0.21% | |
| 92 | 4I1PHILIP MORRIS INTL INC | 17,333 | $2.1B | 0.21% | |
| 93 | VONEVANGUARD RUSSELL | 7,675 | $2.0B | 0.20% | |
| 94 | WMTWALMART INC | 21,623 | $2.0B | 0.19% | |
| 95 | KOTHE COCA-COLA CO | 30,294 | $1.9B | 0.19% | |
| 96 | FMBFIRST TRUST | 36,844 | $1.9B | 0.18% | |
| 97 | PFEPFIZER INC | 69,683 | $1.8B | 0.18% | |
| 98 | SCHGSCHWAB US | 65,577 | $1.8B | 0.18% | |
| 99 | AVGOBROADCOM INC | 7,514 | $1.7B | 0.17% | |
| 100 | AGGISHARES CORE | 17,803 | $1.7B | 0.17% |
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