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 |
|---|---|---|---|---|---|
| 301 | XLYCONSUMER DISCRETIONARY | 1,583 | $344.1M | 0.03% | |
| 302 | AMLPALERIAN MLP | 7,003 | $342.2M | 0.03% | |
| 303 | FTVFORTIVE CORP | 6,545 | $341.2M | 0.03% | |
| 304 | SPLVINVESCO S&P | 4,672 | $340.2M | 0.03% | |
| 305 | IBBISHARES BIOTECHNOLOGY ETF | 2,605 | $338.8M | 0.03% | |
| 306 | VLUSPDR S&P | 1,760 | $338.1M | 0.03% | |
| 307 | AVUVAVANTIS U S | 3,700 | $337.1M | 0.03% | |
| 308 | HIMSHIMS & HERS HEALTH INC CLASS A | 6,738 | $336.8M | 0.03% | |
| 309 | BNDXVANGUARD TOTAL | 6,791 | $336.2M | 0.03% | |
| 310 | BCCCGLOBAL X | 7,648 | $333.3M | 0.03% | |
| 311 | CATCATERPILLAR INC | 846 | $328.4M | 0.03% | |
| 312 | ABGCENCORA INC | 1,095 | $328.0M | 0.03% | |
| 313 | EMREMERSON ELECTRIC | 2,436 | $324.8M | 0.03% | |
| 314 | SHLDGLOBAL X | 5,285 | $318.4M | 0.03% | |
| 315 | VXFVANGUARD EXTENDED | 1,652 | $318.4M | 0.03% | |
| 316 | KVUEKENVUE INC | 15,181 | $317.7M | 0.03% | |
| 317 | WECWEC ENERGY | 3,045 | $317.3M | 0.03% | |
| 318 | BMYBRISTOL MYERS | 6,804 | $314.9M | 0.03% | |
| 319 | BBBLACKBERRY LTD | 68,447 | $313.5M | 0.03% | |
| 320 | SBUXSTARBUCKS CORP | 3,413 | $312.7M | 0.03% | |
| 321 | IESCIES HOLDINGS | 1,050 | $311.0M | 0.03% | |
| 322 | SPEUSPDR EUROPE | 6,400 | $310.1M | 0.03% | |
| 323 | APDAIR PRODUCTS | 1,098 | $309.6M | 0.03% | |
| 324 | SWKSTANLEY BLACK | 4,560 | $309.0M | 0.03% | |
| 325 | VIGIVANGUARD INTL DIVIDEND APRECTN ETF | 3,444 | $308.7M | 0.03% | |
| 326 | CILUSDVICTORYSHARES INTL | 6,101 | $308.2M | 0.03% | |
| 327 | SPSMSPDR PORTFOLIO | 7,230 | $308.0M | 0.03% | |
| 328 | BAIISHARES A I | 10,637 | $306.9M | 0.03% | |
| 329 | TGRTT ROWE | 7,560 | $305.6M | 0.03% | |
| 330 | CGBLCAPITAL GROUP | 9,071 | $303.3M | 0.03% | |
| 331 | BSCPINVESCO BULLETSHARES | 14,665 | $303.3M | 0.03% | |
| 332 | LNCLINCOLN NATL CORP IN | 8,694 | $300.8M | 0.03% | |
| 333 | LOGILOGITECH INTL | 3,323 | $299.5M | 0.03% | |
| 334 | OUNZVANECK MERK | 9,303 | $296.7M | 0.03% | |
| 335 | MUBISHARES NATIONAL | 2,823 | $295.0M | 0.03% | |
| 336 | INTCINTEL CORP | 13,081 | $293.0M | 0.03% | |
| 337 | KNGFIRST TRUST | 5,960 | $292.6M | 0.03% | |
| 338 | KKRKKR & CO | 2,163 | $287.8M | 0.03% | |
| 339 | IUSBISHARES CORE | 6,224 | $287.7M | 0.03% | |
| 340 | IWFISHARES RUSSELL | 677 | $287.4M | 0.03% | |
| 341 | GSLCGOLDMAN SACHS | 2,360 | $286.4M | 0.03% | |
| 342 | PULSPGIM ULTRA | 5,709 | $284.1M | 0.03% | |
| 343 | YUMYUM BRANDS INC | 1,912 | $283.3M | 0.03% | |
| 344 | IXUSISHARES CORE | 3,640 | $281.4M | 0.03% | |
| 345 | TXNTEXAS INSTRUMENTS | 1,367 | $280.3M | 0.03% | |
| 346 | FIXDFIRST TRUST | 6,364 | $279.3M | 0.03% | |
| 347 | VBRVANGUARD SMALL | 1,422 | $277.4M | 0.03% | |
| 348 | VPLSVANGUARD CORE | 3,548 | $276.0M | 0.02% | |
| 349 | VHTVANGUARD HEALTH | 1,108 | $275.3M | 0.02% | |
| 350 | HIGHARTFORD INSURANCE | 2,168 | $275.0M | 0.02% | |
| 351 | MDIVFIRST TRUST | 17,389 | $274.9M | 0.02% | |
| 352 | IRMIRON MOUNTAIN | 2,679 | $274.7M | 0.02% | |
| 353 | SOLVSOLVENTUM CORP | 3,613 | $274.0M | 0.02% | |
| 354 | PNCPNC FINANCIAL | 1,457 | $271.7M | 0.02% | |
| 355 | PMBSPIMCO INVESTMENT | 2,777 | $270.3M | 0.02% | |
| 356 | VNQVANGUARD REAL | 3,030 | $269.9M | 0.02% | |
| 357 | SRVRPACER DATA | 8,143 | $263.2M | 0.02% | |
| 358 | QEFASPDR INDEX | 3,080 | $262.8M | 0.02% | |
| 359 | SPHYSPDR HIGH | 10,925 | $260.0M | 0.02% | |
| 360 | APY1EURCHAMPIONX CORP | 10,372 | $257.6M | 0.02% | |
| 361 | BSTBLACKROCK SCIENCE | 6,734 | $257.0M | 0.02% | |
| 362 | COPCONOCOPHILLIPS | 2,850 | $255.8M | 0.02% | |
| 363 | GLWCORNING INC | 4,777 | $251.2M | 0.02% | |
| 364 | XESSPDR SERIES | 3,958 | $251.1M | 0.02% | |
| 365 | VNQIVANGUARD GLOBAL | 5,373 | $247.9M | 0.02% | |
| 366 | MLPAGLOBAL X | 4,937 | $247.8M | 0.02% | |
| 367 | SHOPSHOPIFY INC FCLASS A | 1,758 | $247.8M | 0.02% | |
| 368 | SCHDSCHWAB US | 9,335 | $247.4M | 0.02% | |
| 369 | SCHWSCHWAB CHARLES | 2,698 | $246.1M | 0.02% | |
| 370 | ATDATI INC | 2,850 | $246.1M | 0.02% | |
| 371 | LVLNSPDR S&P | 4,141 | $245.9M | 0.02% | |
| 372 | WSCWILLSCOT HOLDINGS | 8,817 | $241.6M | 0.02% | |
| 373 | USFRWISDOMTREE FLOATING | 4,763 | $239.6M | 0.02% | |
| 374 | BPBP PLC | 7,989 | $239.1M | 0.02% | |
| 375 | ITOTISHARES TOTAL US STOCK MARKET ETF | 1,720 | $238.5M | 0.02% | |
| 376 | XARSPDR S&P | 1,130 | $238.4M | 0.02% | |
| 377 | IVOVVANGUARD S&P | 2,490 | $237.7M | 0.02% | |
| 378 | TRVCCITIGROUP INC | 2,727 | $232.1M | 0.02% | |
| 379 | RSGREPUBLIC SERVICES | 939 | $231.6M | 0.02% | |
| 380 | JNKSPDR BLOOMBERG | 2,353 | $228.8M | 0.02% | |
| 381 | AGGISHARES CORE | 2,302 | $228.4M | 0.02% | |
| 382 | DWDMORGAN STANLEY | 1,597 | $225.0M | 0.02% | |
| 383 | UBERUBER TECHNOLOGIES | 2,409 | $224.6M | 0.02% | |
| 384 | BSCQINVESCO BULLETSHARES | 11,450 | $223.5M | 0.02% | |
| 385 | ORLYO REILLY AUTOMOTIVE | 2,475 | $223.1M | 0.02% | |
| 386 | HTGCHERCULES CAPITAL | 12,198 | $223.0M | 0.02% | |
| 387 | PDPINVESCO DORSEY | 2,051 | $222.7M | 0.02% | |
| 388 | EVRGEVERGY INC | 3,212 | $221.4M | 0.02% | |
| 389 | WINNHARBOR LONG | 7,580 | $220.8M | 0.02% | |
| 390 | HLNHALEON PLC | 21,242 | $220.3M | 0.02% | |
| 391 | BENFRANKLIN RESOURCES | 9,212 | $219.7M | 0.02% | |
| 392 | PFFDGLOBAL X | 11,600 | $218.4M | 0.02% | |
| 393 | ELESTEE LAUDER | 2,681 | $216.7M | 0.02% | |
| 394 | VOTVANGUARD MID | 761 | $216.4M | 0.02% | |
| 395 | ASMLASML HOLDING | 269 | $215.8M | 0.02% | |
| 396 | XFEBFIRST TRUST | 12,075 | $214.9M | 0.02% | |
| 397 | SCCOSOUTHERN COPPER | 2,120 | $214.5M | 0.02% | |
| 398 | SPMDSPDR PORTFOLIO | 3,936 | $214.0M | 0.02% | |
| 399 | SLBSCHLUMBERGER LTD | 6,323 | $213.7M | 0.02% | |
| 400 | BLKBLACKROCK FDG | 203 | $213.3M | 0.02% |