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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | FLXRTCW FLEXIBLE | 17,018 | $671.4M | 0.06% | |
| 202 | TLTISHARES TWENTY PLUS TREASURY BOND ETF | 7,547 | $666.0M | 0.06% | |
| 203 | AXPAMERICAN EXPRESS | 2,076 | $662.4M | 0.06% | |
| 204 | TEVATEVA PHARMACEUTICAL | 39,404 | $660.4M | 0.06% | |
| 205 | VXUSVANGUARD TOTAL | 9,518 | $657.6M | 0.06% | |
| 206 | QLTAISHARES AAA | 13,465 | $644.2M | 0.06% | |
| 207 | BKBANK NEW YORK MELLON COR | 6,987 | $642.6M | 0.06% | |
| 208 | USBU S BANCORP DE | 14,117 | $638.8M | 0.06% | |
| 209 | BOTZGLOBAL X | 19,358 | $632.1M | 0.06% | |
| 210 | WMWASTE MANAGEMENT | 2,727 | $624.0M | 0.06% | |
| 211 | HYMBSPDR NUVEEN | 25,036 | $620.4M | 0.06% | |
| 212 | ELVELEVANCE HEALTH INC | 1,648 | $610.7M | 0.06% | |
| 213 | BDXBECTON DICKINSON | 3,537 | $609.2M | 0.05% | |
| 214 | VWOVANGUARD FSTE | 12,130 | $600.0M | 0.05% | |
| 215 | LRCXLAM RESH CORP | 6,113 | $597.6M | 0.05% | |
| 216 | XMPTVANECK CEF | 28,321 | $594.5M | 0.05% | |
| 217 | FDLFIRST TRUST | 14,075 | $589.3M | 0.05% | |
| 218 | AIQGLOBAL X | 13,354 | $583.4M | 0.05% | |
| 219 | OREALTY INCOME | 9,914 | $571.1M | 0.05% | |
| 220 | TRVTRAVELERS COS | 2,111 | $564.7M | 0.05% | |
| 221 | VSTVISTRA CORP | 2,889 | $560.0M | 0.05% | |
| 222 | BXBLACKSTONE INC | 3,740 | $559.5M | 0.05% | |
| 223 | BTCGRAYSCALE BITCOIN MINI TRUST ETF | 10,860 | $555.9M | 0.05% | |
| 224 | RLYSPDR SSGA | 19,012 | $553.1M | 0.05% | |
| 225 | OKEONEOK INC | 6,662 | $543.8M | 0.05% | |
| 226 | CTBICOMMUNITY TRUST | 10,134 | $543.0M | 0.05% | |
| 227 | LINLINDE PLC | 1,147 | $538.3M | 0.05% | |
| 228 | NRANRG ENERGY | 3,346 | $537.3M | 0.05% | |
| 229 | FNDFSCHWAB FUNDAMENTAL | 13,204 | $528.4M | 0.05% | |
| 230 | VCRBVANGUARD CORE | 6,809 | $528.2M | 0.05% | |
| 231 | AQLTISHARES US TREASURY BONDETF | 22,965 | $527.5M | 0.05% | |
| 232 | KLACKLA CORP | 587 | $526.1M | 0.05% | |
| 233 | WFCWELLS FARGO | 6,551 | $524.9M | 0.05% | |
| 234 | FISFIDELITY NATIONAL | 6,284 | $511.6M | 0.05% | |
| 235 | EFAVISHARES MSCI | 5,986 | $503.2M | 0.05% | |
| 236 | UNHUNITEDHEALTH GROUP INC | 1,657 | $500.8M | 0.05% | |
| 237 | ECLECOLAB INC | 1,838 | $495.3M | 0.04% | |
| 238 | CGMUCAPITAL GROUP | 18,182 | $485.3M | 0.04% | |
| 239 | GRIDFIRST TRUST | 3,443 | $478.7M | 0.04% | |
| 240 | SLVISHARES SILVER | 14,463 | $474.5M | 0.04% | |
| 241 | VCITVANGUARD INTERMEDIATE | 5,704 | $473.0M | 0.04% | |
| 242 | CIBRFIRST TRUST | 6,200 | $468.6M | 0.04% | |
| 243 | XNTKSPDR NYSE | 1,970 | $467.4M | 0.04% | |
| 244 | ESGVVANGUARD ESG | 4,262 | $467.3M | 0.04% | |
| 245 | FBNDFIDELITY TOTAL | 10,002 | $457.6M | 0.04% | |
| 246 | UITBVICTORYSHARES CORE | 9,634 | $453.5M | 0.04% | |
| 247 | COWZPACER US CASH COWS 100 ETF | 8,170 | $450.3M | 0.04% | |
| 248 | WELLWELLTOWER INC | 2,910 | $447.4M | 0.04% | |
| 249 | JAAAJANUS HENDERSON | 8,808 | $447.0M | 0.04% | |
| 250 | MINTPIMCO ENHANCED SHRT MATURTY ACTV ETF | 4,427 | $444.9M | 0.04% | |
| 251 | SPTSSPDR PORTFOLIO | 15,133 | $443.2M | 0.04% | |
| 252 | VTEBVANGUARD MUNICIPAL | 9,004 | $441.5M | 0.04% | |
| 253 | NOBLPROSHARES S&P | 4,374 | $440.4M | 0.04% | |
| 254 | XSOEWISDOMTREE EMERGING | 12,757 | $439.9M | 0.04% | |
| 255 | TPDSOMNIGROUP INTERNATIONAL | 6,425 | $437.2M | 0.04% | |
| 256 | JPSTJPMORGAN | 8,556 | $433.6M | 0.04% | |
| 257 | SPTMSPDR PORTFOLIO | 5,780 | $432.9M | 0.04% | |
| 258 | FDNFIRST TRUST | 1,583 | $426.4M | 0.04% | |
| 259 | HWMHOWMET AEROSPACE | 2,255 | $419.7M | 0.04% | |
| 260 | PANWPALO ALTO | 2,022 | $413.8M | 0.04% | |
| 261 | KMBKIMBERLY CLARK | 3,188 | $411.0M | 0.04% | |
| 262 | CEGCONSTELLATION ENERGY | 1,270 | $409.9M | 0.04% | |
| 263 | RTXRTX CORP | 2,801 | $409.1M | 0.04% | |
| 264 | KELKELLANOVA | 5,121 | $407.3M | 0.04% | |
| 265 | AMGNAMGEN INC | 1,451 | $405.1M | 0.04% | |
| 266 | FVCFIRST TRUST | 11,393 | $404.8M | 0.04% | |
| 267 | CRMSALESFORCE INC | 1,484 | $404.5M | 0.04% | |
| 268 | PLTRPALANTIR TECHNOLOGIES INCLASS A | 2,202 | $402.3M | 0.04% | |
| 269 | ACWVISHARES MSCI | 3,359 | $398.3M | 0.04% | |
| 270 | ALSALLSTATE CORP | 1,968 | $396.1M | 0.04% | |
| 271 | TPBTURNING POINT | 5,194 | $393.5M | 0.04% | |
| 272 | IVWISHARES S&P | 3,562 | $392.2M | 0.04% | |
| 273 | RGTIRIGETTI COMPUTING | 32,558 | $386.1M | 0.03% | |
| 274 | IDV*ISHARES INTL | 11,066 | $381.9M | 0.03% | |
| 275 | GILDGILEAD SCIENCES | 3,442 | $381.6M | 0.03% | |
| 276 | BF/BBROWN FORMAN CORP CL B | 14,125 | $380.1M | 0.03% | |
| 277 | RCSPIMCO STRATEGIC | 53,930 | $375.4M | 0.03% | |
| 278 | FSKFS KKR | 17,994 | $373.4M | 0.03% | |
| 279 | A4SAMERIPRISE FINL INC | 736 | $372.8M | 0.03% | |
| 280 | TFCTRUIST FINANCIAL | 8,665 | $372.4M | 0.03% | |
| 281 | EFAISHARES MSCI | 4,301 | $371.0M | 0.03% | |
| 282 | AXONAXON ENTERPRISE | 446 | $369.3M | 0.03% | |
| 283 | ADBEADOBE INC | 960 | $367.1M | 0.03% | |
| 284 | BUDANHEUSER BUSCH | 5,334 | $366.6M | 0.03% | |
| 285 | MDTMEDTRONIC PLC | 4,188 | $365.1M | 0.03% | |
| 286 | MGCVANGUARD MEGA | 1,620 | $364.4M | 0.03% | |
| 287 | RCLROYAL CARIBBEAN | 1,160 | $363.2M | 0.03% | |
| 288 | TMOTHERMO FISHER | 893 | $362.2M | 0.03% | |
| 289 | AXONAXON ENTERPRISE INC | 440 | $360.2M | 0.03% | |
| 290 | SCHFSCHWAB INTL | 16,232 | $358.7M | 0.03% | |
| 291 | SDOGALPS SECTOR | 6,209 | $356.9M | 0.03% | |
| 292 | GSGOLDMAN SACHS | 504 | $356.6M | 0.03% | |
| 293 | VRSNVERISIGN INC | 1,221 | $352.6M | 0.03% | |
| 294 | TROWPRICE T | 3,625 | $349.8M | 0.03% | |
| 295 | MARMARRIOTT INTL | 1,276 | $348.6M | 0.03% | |
| 296 | GSKGSK PLC | 9,066 | $348.1M | 0.03% | |
| 297 | SMCISUPER MICRO | 7,100 | $348.0M | 0.03% | |
| 298 | MDLZMONDELEZ INTERNATIONAL | 5,173 | $347.7M | 0.03% | |
| 299 | SHWSHERWIN-WILLIAMS CO | 989 | $346.9M | 0.03% | |
| 300 | SPIPSPDR TIPS | 13,272 | $345.9M | 0.03% |