Keystone Financial Group Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.4B
Holdings
454
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (454 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLESTATE STREET | 49,317 | $2.2M | 0.16% | |
| 102 | IONQIONQ INC | 47,056 | $2.1M | 0.16% | |
| 103 | CDCVICTORYSHARES U S | 31,752 | $2.1M | 0.15% | |
| 104 | XLUSTATE STREET | 47,674 | $2.0M | 0.15% | |
| 105 | GQ9SPDR GOLD | 5,098 | $2.0M | 0.15% | |
| 106 | GEGE AEROSPACE | 6,424 | $2.0M | 0.15% | |
| 107 | FMBFIRST TRUST | 37,984 | $1.9M | 0.14% | |
| 108 | CGDGCAPITAL GROUP | 44,368 | $1.9M | 0.14% | |
| 109 | CFAVICTORYSHARES US | 20,963 | $1.9M | 0.14% | |
| 110 | LRCXLAM RESEARCH | 11,050 | $1.9M | 0.14% | |
| 111 | VCRBVANGUARD CORE | 23,921 | $1.9M | 0.14% | |
| 112 | PANWPALO ALTO | 9,632 | $1.8M | 0.13% | |
| 113 | CSCOCISCO SYS INC | 22,812 | $1.8M | 0.13% | |
| 114 | TSMTAIWAN SEMICONDUCTOR | 5,681 | $1.7M | 0.13% | |
| 115 | VGTVANGUARD WORLD FD | 2,266 | $1.7M | 0.13% | |
| 116 | ALB 7.25 03/01/27ALBEMARLE CORP | 28,750 | $1.7M | 0.13% | |
| 117 | MGKVANGUARD MEGA | 4,132 | $1.7M | 0.13% | |
| 118 | IBMIBM CORP | 5,728 | $1.7M | 0.13% | |
| 119 | PFEPFIZER INC | 67,909 | $1.7M | 0.13% | |
| 120 | NSCNORFOLK SOUTHERN | 5,750 | $1.7M | 0.12% | |
| 121 | SOXXISHARES SEMICONDUCTOR | 5,437 | $1.6M | 0.12% | |
| 122 | FYXFIRST TRUST | 14,446 | $1.6M | 0.12% | |
| 123 | HIMUISHARES HIGH | 33,519 | $1.6M | 0.12% | |
| 124 | SCHGSCHWAB US | 49,907 | $1.6M | 0.12% | |
| 125 | BBARRICK MINING | 37,167 | $1.6M | 0.12% | |
| 126 | JPSTJPMORGAN | 31,609 | $1.6M | 0.12% | |
| 127 | FLXRTCW FLEXIBLE | 40,315 | $1.6M | 0.12% | |
| 128 | ITA*ISHARES TR | 7,337 | $1.6M | 0.12% | |
| 129 | LMTLOCKHEED MARTIN | 3,168 | $1.5M | 0.11% | |
| 130 | IUSGISHARES S&P | 8,975 | $1.5M | 0.11% | |
| 131 | IJHISHARES CORE | 22,828 | $1.5M | 0.11% | |
| 132 | IQLTISHARES TR | 32,419 | $1.5M | 0.11% | |
| 133 | BACBANK AMERICA | 26,532 | $1.5M | 0.11% | |
| 134 | CATCATERPILLAR INC | 2,535 | $1.5M | 0.11% | |
| 135 | ABNBAIRBNB INC | 10,681 | $1.4M | 0.11% | |
| 136 | EPDENTERPRISE PRODUCTS | 44,581 | $1.4M | 0.11% | |
| 137 | MPCMARATHON PETROLEUM | 8,752 | $1.4M | 0.11% | |
| 138 | VEUVANGUARD FTSE | 19,306 | $1.4M | 0.11% | |
| 139 | FVDFIRST TRUST | 30,336 | $1.4M | 0.10% | |
| 140 | MMM3M CO | 8,438 | $1.4M | 0.10% | |
| 141 | XLISTATE STREET | 8,680 | $1.3M | 0.10% | |
| 142 | NEENEXTERA ENERGY | 16,710 | $1.3M | 0.10% | |
| 143 | DUKDUKE ENERGY | 11,227 | $1.3M | 0.10% | |
| 144 | ORCLORACLE CORP | 6,727 | $1.3M | 0.10% | |
| 145 | WBDWARNER BROS | 45,293 | $1.3M | 0.10% | |
| 146 | ULUNILEVER PLC | 19,675 | $1.3M | 0.10% | |
| 147 | COSTCOSTCO WHOLESALE | 1,455 | $1.3M | 0.09% | |
| 148 | VSDAVICTORYSHARES DIVIDEND | 23,366 | $1.2M | 0.09% | |
| 149 | VEAVANGUARD FTSE | 19,534 | $1.2M | 0.09% | |
| 150 | IPINTL PAPER | 30,823 | $1.2M | 0.09% | |
| 151 | XNIEXVIRTUS EQUITY | 48,613 | $1.2M | 0.09% | |
| 152 | SPDWSPDR DEVELOPED | 27,274 | $1.2M | 0.09% | |
| 153 | VFMVVANGUARD US | 9,003 | $1.2M | 0.09% | |
| 154 | AEPAMERICAN ELECTRIC | 10,150 | $1.2M | 0.09% | |
| 155 | ETENERGY TRANSFER | 70,514 | $1.2M | 0.09% | |
| 156 | VFVAVANGUARD US | 8,669 | $1.2M | 0.09% | |
| 157 | SOSOUTHERN COMPANY | 13,121 | $1.1M | 0.08% | |
| 158 | TJXTJX COS | 7,389 | $1.1M | 0.08% | |
| 159 | QCOMQUALCOMM INC | 6,526 | $1.1M | 0.08% | |
| 160 | ENBENBRIDGE INC | 23,260 | $1.1M | 0.08% | |
| 161 | CGBLCAPITAL GROUP | 31,199 | $1.1M | 0.08% | |
| 162 | BACVERIZON COMMUNICATIONS | 27,079 | $1.1M | 0.08% | |
| 163 | MOATVANECK MORNINGSTAR | 10,638 | $1.1M | 0.08% | |
| 164 | FTCSFIRST TRUST | 11,773 | $1.1M | 0.08% | |
| 165 | MUMICRON TECHNOLOGY INC | 3,799 | $1.1M | 0.08% | |
| 166 | DDOMINION ENERGY | 18,315 | $1.1M | 0.08% | |
| 167 | TEVATEVA PHARMACEUTICAL | 34,344 | $1.1M | 0.08% | |
| 168 | QQQMINVESCO NASDAQ | 4,229 | $1.1M | 0.08% | |
| 169 | DKNGDRAFTKINGS INC | 30,904 | $1.1M | 0.08% | |
| 170 | XLVSTATE STREET | 6,762 | $1.0M | 0.08% | |
| 171 | FDXFEDEX CORP | 3,584 | $1.0M | 0.08% | |
| 172 | IBITISHARES BITCOIN | 20,819 | $1.0M | 0.08% | |
| 173 | VXUSVANGUARD TOTAL | 13,566 | $1.0M | 0.08% | |
| 174 | BILSSTATE STREET | 10,196 | $1.0M | 0.07% | |
| 175 | APAMARTISAN PARTNERS | 24,791 | $1.0M | 0.07% | |
| 176 | VVVANGUARD LARGE | 3,163 | $995K | 0.07% | |
| 177 | TERTERADYNE INC | 5,142 | $995K | 0.07% | |
| 178 | BMTABRITISH AMERN | 17,556 | $994K | 0.07% | |
| 179 | WDCWESTERN DIGITAL | 5,750 | $990K | 0.07% | |
| 180 | UPSUNITED PARCEL | 9,875 | $979K | 0.07% | |
| 181 | OLLIOLLIES BARGAIN | 8,927 | $978K | 0.07% | |
| 182 | QYLDGLOBAL X | 54,633 | $965K | 0.07% | |
| 183 | RHRH | 5,357 | $959K | 0.07% | |
| 184 | MDYVSTATE STREET | 11,273 | $954K | 0.07% | |
| 185 | SLYVSTATE STREET | 10,212 | $929K | 0.07% | |
| 186 | VONGVANGUARD RUSSELL | 7,612 | $926K | 0.07% | |
| 187 | MGVVANGUARD MEGA | 6,245 | $881K | 0.07% | |
| 188 | ITWILLINOIS TOOL | 3,523 | $867K | 0.06% | |
| 189 | DEDEERE & CO | 1,828 | $850K | 0.06% | |
| 190 | GRIDFIRST TRUST | 5,468 | $836K | 0.06% | |
| 191 | AIQGLOBAL X | 16,379 | $833K | 0.06% | |
| 192 | DNPDNP SELECT | 82,791 | $827K | 0.06% | |
| 193 | BKBANK NEW YORK | 7,093 | $823K | 0.06% | |
| 194 | FAIFIRST TRUST | 12,918 | $812K | 0.06% | |
| 195 | JAAAJANUS HENDERSON | 15,845 | $801K | 0.06% | |
| 196 | BOTZGLOBAL X | 22,026 | $798K | 0.06% | |
| 197 | QQQINEOS NASDAQ | 14,580 | $785K | 0.06% | |
| 198 | SDVYFIRST TRUST | 20,502 | $785K | 0.06% | |
| 199 | VTHRVANGUARD RUSSELL | 2,615 | $785K | 0.06% | |
| 200 | AXPAMERICAN EXPRESS | 2,112 | $781K | 0.06% |