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 201–250 of 454
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLP | STATE STREET | 10K | $500K+ | SH |
| CSX | CSX CORP | 21K | $500K+ | SH |
| FDL | FIRST TRUST | 17K | $500K+ | SH |
| SIZE | ISHARES MSCI | 5K | $500K+ | SH |
| USB | U S BANCORP DE | 14K | $500K+ | SH |
| KMB | KIMBERLY CLARK | 7K | $500K+ | SH |
| DEO | DIAGEO PLC | 8K | $500K+ | SH |
| AB | ALLIANCE BERNSTEIN | 19K | $500K+ | SH |
| TMFC | MOTLEY FOOL | 10K | $500K+ | SH |
| FTV | FORTIVE CORP | 13K | $500K+ | SH |
| VWO | VANGUARD FSTE | 13K | $500K+ | SH |
| SDY | STATE STREET | 5K | $500K+ | SH |
| EMLP | FIRST TRUST | 18K | $500K+ | SH |
| NEAR | ISHARES SHORT | 14K | $500K+ | SH |
| BDX | BECTON DICKINSON | 4K | $500K+ | SH |
| RTX | RTX CORP | 4K | $500K+ | SH |
| FNDF | SCHWAB FUNDAMENTAL | 15K | $500K+ | SH |
| KR | KROGER CO | 11K | $500K+ | SH |
| ELV | ELEVANCE HEALTH | 2K | $500K+ | SH |
| KLAC | KLA CORP | 554 | $500K+ | SH |
| MA | MASTERCARD INC | 1K | $500K+ | SH |
| CGMU | CAPITAL GROUP | 24K | $500K+ | SH |
| MO | ALTRIA GROUP | 12K | $500K+ | SH |
| TFLO | ISHARES TREASURY | 13K | $500K+ | SH |
| RGTI | RIGETTI COMPUTING | 30K | $500K+ | SH |
| SPSM | STATE STREET | 14K | $500K+ | SH |
| WFC | WELLS FARGO | 7K | $500K+ | SH |
| ESGV | VANGUARD ESG | 5K | $500K+ | SH |
| QLTA | ISHARES AAA | 13K | $500K+ | SH |
| TOST | TOAST INC | 18K | $500K+ | SH |
| COWZ | PACER US | 10K | $500K+ | SH |
| TRV | TRAVELERS COS | 2K | $500K+ | SH |
| PZA | INVESCO NATIONAL | 26K | $500K+ | SH |
| WM | WASTE MANAGEMENT | 3K | $500K+ | SH |
| RLY | STATE STREET | 19K | $500K+ | SH |
| WELL | WELLTOWER INC | 3K | $500K+ | SH |
| VCIT | VANGUARD INTERMEDIATE | 7K | $500K+ | SH |
| CTBI | COMMUNITY TRUST | 10K | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| SECT | MAIN SECTOR | 9K | $500K+ | SH |
| SLB | SLB LTD | 14K | $500K+ | SH |
| SPTS | STATE STREET | 19K | $500K+ | SH |
| GS | GOLDMAN SACHS | 621 | $500K+ | SH |
| FBND | FIDELITY TOTAL | 12K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP | 2K | $500K+ | SH |
| UITB | VICTORYSHARES CORE | 11K | $500K+ | SH |
| GILD | GILEAD SCIENCES | 4K | $500K+ | SH |
| XSOE | WISDOMTREE EMERGING | 14K | $500K+ | SH |
| TPB | TURNING POINT | 5K | $500K+ | SH |
| VST | VISTRA CORP | 3K | $500K+ | SH |