Keystone Financial Group
Q1 2025 13F Holdings
- Locationlexington, KY
- Num holdings
401
- Value ($000)
$983,680
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001729299
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COMMON STOCK | 037833100 | $76.00M | 8 % | 345,846 | ||
SPY SPDR S&P 500 ETF | MF CLOSED AND MF OPEN | 78462F103 | $70.32M | 7 % | 125,601 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A854 | $39.07M | 4 % | 594,190 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A409 | $30.41M | 3 % | 378,393 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | MF CLOSED AND MF OPEN | 922908769 | $29.66M | 3 % | 107,910 | ||
TSLA TESLA INC | COMMON STOCK | 88160R101 | $24.91M | 3 % | 84,010 | ||
VFLO VICTORYSHARES FREE | MF CLOSED AND MF OPEN | 92647X830 | $24.72M | 3 % | 721,195 | ||
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $23.78M | 2 % | 212,450 | ||
PLTR PALANTIR TECHNOLOGIES INCLASS A | COMMON STOCK | 69608A108 | $20.92M | 2 % | 247,439 | ||
META META PLATFORMS INC CLASS A | COMMON STOCK | 30303M102 | $18.99M | 2 % | 31,240 |
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