Keystone Financial Group Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$1.0T

Holdings

390

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (390 positions)

#StockSharesValue% PortfolioType
101
AQLTISHARES MSCI EAFE GROWTHETF
24,172$1.7B0.17%
102
IPINTL PAPER
30,822$1.7B0.16%
103
XLIINDUSTRIAL SELECT
11,842$1.6B0.15%
104
CSCOCISCO SYS INC
25,737$1.5B0.15%
105
PANWPALO ALTO NETWORKS INC
7,814$1.5B0.15%
106
VGTVANGUARD INFORMATION TECHNOLO ETF IV
2,362$1.5B0.14%
107
IJHISHARES CORE
22,310$1.4B0.14%
108
IUSGISHARES S&P
9,921$1.4B0.14%
109
FYXFIRST TRUST
13,665$1.4B0.14%
110
NSCNORFOLK SOUTHERN
5,829$1.4B0.13%
111
DKNGDRAFTKINGS INC NEW CLASS A
32,030$1.4B0.13%
112
UNHUNITEDHEALTH GROUP INC
2,644$1.3B0.13%
113
UPSUNITED PARCEL SVC INC CLASS B
10,753$1.3B0.13%
114
NFTYFIRST TRUST
23,564$1.3B0.13%
115
BACBANK AMERICA
29,542$1.3B0.13%
116
IEMGISHARES CORE
24,836$1.3B0.13%
117
ULUNILEVER PLC
21,856$1.2B0.12%
118
XLUSELECT UTILITIES
16,046$1.2B0.12%
119
ABNBAIRBNB INC
8,830$1.2B0.12%
120
LMTLOCKHEED MARTIN CORP
2,589$1.2B0.12%
121
CGUSCAPITAL GROUP
34,123$1.2B0.12%
122
MGKVANGUARD MEGA
3,439$1.2B0.12%
123
SPYXSPDR S&P 500 ETF IV
1,950$1.2B0.12%
124
XLGINVESCO S&P
23,514$1.2B0.12%
125
MPCMARATHON PETROLEUM
8,310$1.2B0.11%
126
BILSSPDR BLOOMBERG
11,306$1.1B0.11%
127
GEGE AEROSPACE
6,698$1.1B0.11%
128
DUKDUKE ENERGY
10,327$1.1B0.11%
129
XJRISHARES CORE S&P SMALL CAP ETF
9,504$1.1B0.11%
130
SOXXISHARES SEMICONDUCTOR
5,097$1.1B0.11%
131
FTCSFIRST TRUST
12,495$1.1B0.11%
132
ORCLORACLE CORP
6,472$1.1B0.11%
133
VSDAVICTORYSHARES DIVIDEND
21,182$1.1B0.11%
134
VFMVVANGUARD US
8,934$1.1B0.11%
135
SOSOUTHERN COMPANY
13,042$1.1B0.11%
136
NEENEXTERA ENERGY INC
14,951$1.1B0.11%
137
MMM3M COMPANY
8,258$1.1B0.10%
138
FVDFIRST TRUST
24,256$1.1B0.10%
139
IBMINTL BUSINESS
4,748$1.0B0.10%
140
DISWALT DISNEY
9,364$1.0B0.10%
141
QCOMQUALCOMM INC
6,764$1.0B0.10%
142
DEODIAGEO PLC
8,103$1.0B0.10%
143
FDXFEDEX CORP
3,711$998.1M0.10%
144
XNIEXVIRTUS Common Stock
40,206$991.5M0.10%
145
XLVSECTOR HEALTHCARE
7,120$979.5M0.10%
146
BACVERIZON COMMUNICATIONS I
24,472$979.0M0.10%
147
OLLIOLLIES BARGAIN OUTLET HL
9,235$964.2M0.09%
148
COSTCOSTCO WHOLESALE
1,050$962.3M0.09%
149
FAIFIRST TRUST
16,149$953.8M0.09%
150
VFVAVANGUARD US
8,019$949.2M0.09%
151
VEAVANGUARD FTSE
19,813$947.4M0.09%
152
TJXTJX COS INC NEW
7,465$920.0M0.09%
153
ITWILLINOIS TOOL
3,560$902.6M0.09%
154
TEVATEVA PHARMACEUTICAL
40,154$885.0M0.09%
155
ABXBARRICK GOLD
56,394$874.1M0.09%
156
MDYVSPDR SERIES
10,734$860.9M0.08%
157
SLYVSPDR PORTFOLIO S&P 600 SMALL CAP ETF
10,169$859.1M0.08%
158
AEPAMERICAN ELECTRIC
9,262$854.3M0.08%
159
TFLOISHARES TREASURY
16,804$848.1M0.08%
160
VEUVANGUARD FTSE
14,581$837.1M0.08%
161
QYLDGLOBAL X
45,635$831.5M0.08%
162
XLFISECTOR CONSUMER
10,560$830.1M0.08%
163
SPDWSPDR PORTFOLIO
24,209$826.3M0.08%
164
MOATVANECK MORNINGSTAR
8,869$822.3M0.08%
165
APAMARTISAN PARTNERS
18,917$814.4M0.08%
166
BDXBECTON DICKINSON
3,537$802.4M0.08%
167
DEDEERE & CO
1,797$761.3M0.07%
168
VONGVANGUARD RUSSELL
7,225$746.3M0.07%
169
DNPDNP SELECT
84,240$743.0M0.07%
170
CRWDCROWDSTRIKE HOLDINGS
2,126$727.4M0.07%
171
HYMBSPDR NUVEEN
27,705$708.7M0.07%
172
COINCOINBASE GLOBAL
2,795$694.0M0.07%
173
MGVVANGUARD MEGA CAP GROWTHETF
5,551$693.4M0.07%
174
CSXCSX CORP
21,372$689.7M0.07%
175
KRKROGER CO
11,098$687.8M0.07%
176
DDOMINION ENERGY INC
12,734$686.5M0.07%
177
SIZEISHARES MSCI USA SIZE FACTOR ETF
4,582$682.3M0.07%
178
VTHRVANGUARD RUSSELL
2,615$679.2M0.07%
179
SPLVINVESCO EXCHANGE
9,637$674.6M0.07%
180
ALB 7.25 03/01/27ALBEMARLE CORP
16,465$670.0M0.07%
181
ENBENBRIDGE INC
15,454$655.7M0.06%
182
EMLPFIRST TRUST
18,392$655.7M0.06%
183
CGDGCAPITAL GROUP
18,319$645.9M0.06%
184
BMTABRITISH AMERN
17,695$642.7M0.06%
185
MAMASTERCARD INC
1,217$640.6M0.06%
186
BXBLACKSTONE INC
3,666$632.0M0.06%
187
VVVANGUARD LARGE
2,320$625.7M0.06%
188
ELVELEVANCE HEALTH INC
1,679$624.6M0.06%
189
FDLFIRST TRUST
15,277$615.1M0.06%
190
TMFCRBB FD
10,174$611.7M0.06%
191
IBITISHARES BITCOIN
11,426$606.1M0.06%
192
AXONAXON ENTERPRISE INC
938$596.5M0.06%
193
VWOVANGUARD FSTE
13,431$591.5M0.06%
194
CTBICOMMUNITY TR BANCORP INC
10,474$570.6M0.06%
195
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
2,854$564.7M0.06%
196
FISFIDELITY NATIONAL
6,986$564.2M0.06%
197
GQ9SPDR GOLD
2,312$559.8M0.06%
198
AXPAMERICAN EXPRESS
1,853$550.1M0.05%
199
QQQMINVESCO NASDAQ
2,597$546.6M0.05%
200
IUSBISHARES TOTAL US STOCK MARKET ETF
8,913$545.4M0.05%
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