CIK 1729299
Keystone Financial Group
Institutional 13F holdings & portfolio
Holdings
454
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 454
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NIE | VIRTUS EQUITY | 49K | $1M+ | SH |
| SPDW | SPDR DEVELOPED | 27K | $1M+ | SH |
| VFMV | VANGUARD US | 9K | $1M+ | SH |
| AEP | AMERICAN ELECTRIC | 10K | $1M+ | SH |
| ET | ENERGY TRANSFER | 71K | $1M+ | SH |
| VFVA | VANGUARD US | 9K | $1M+ | SH |
| SO | SOUTHERN COMPANY | 13K | $1M+ | SH |
| TJX | TJX COS | 7K | $1M+ | SH |
| QCOM | QUALCOMM INC | 7K | $1M+ | SH |
| ENB | ENBRIDGE INC | 23K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS | 27K | $1M+ | SH |
| CGBL | CAPITAL GROUP | 31K | $1M+ | SH |
| MOAT | VANECK MORNINGSTAR | 11K | $1M+ | SH |
| FTCS | FIRST TRUST | 12K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 4K | $1M+ | SH |
| D | DOMINION ENERGY | 18K | $1M+ | SH |
| TEVA | TEVA PHARMACEUTICAL | 34K | $1M+ | SH |
| QQQM | INVESCO NASDAQ | 4K | $1M+ | SH |
| DKNG | DRAFTKINGS INC | 31K | $1M+ | SH |
| XLV | STATE STREET | 7K | $1M+ | SH |
| FDX | FEDEX CORP | 4K | $1M+ | SH |
| IBIT | ISHARES BITCOIN | 21K | $1M+ | SH |
| VXUS | VANGUARD TOTAL | 14K | $1M+ | SH |
| BILS | STATE STREET | 10K | $1M+ | SH |
| APAM | ARTISAN PARTNERS | 25K | $1M+ | SH |
| VV | VANGUARD LARGE | 3K | $500K+ | SH |
| TER | TERADYNE INC | 5K | $500K+ | SH |
| BTI | BRITISH AMERN | 18K | $500K+ | SH |
| WDC | WESTERN DIGITAL | 6K | $500K+ | SH |
| UPS | UNITED PARCEL | 10K | $500K+ | SH |
| OLLI | OLLIES BARGAIN | 9K | $500K+ | SH |
| QYLD | GLOBAL X | 55K | $500K+ | SH |
| RH | RH | 5K | $500K+ | SH |
| MDYV | STATE STREET | 11K | $500K+ | SH |
| SLYV | STATE STREET | 10K | $500K+ | SH |
| VONG | VANGUARD RUSSELL | 8K | $500K+ | SH |
| MGV | VANGUARD MEGA | 6K | $500K+ | SH |
| ITW | ILLINOIS TOOL | 4K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| GRID | FIRST TRUST | 5K | $500K+ | SH |
| AIQ | GLOBAL X | 16K | $500K+ | SH |
| DNP | DNP SELECT | 83K | $500K+ | SH |
| BK | BANK NEW YORK | 7K | $500K+ | SH |
| FV | FIRST TRUST | 13K | $500K+ | SH |
| JAAA | JANUS HENDERSON | 16K | $500K+ | SH |
| BOTZ | GLOBAL X | 22K | $500K+ | SH |
| SDVY | FIRST TRUST | 21K | $500K+ | SH |
| VTHR | VANGUARD RUSSELL | 3K | $500K+ | SH |
| QQQI | NEOS NASDAQ | 15K | $500K+ | SH |
| AXP | AMERICAN EXPRESS | 2K | $500K+ | SH |