Keystone Financial Group

Q3 2025 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    440

  • Value ($000)

    $1,308,653

  • Date Filed
    11/17/2025
  • Form type
    restatement
  • CIK
    0001729299
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COMMON STOCK
$93.99M
7 %

363,510

S
SPY

SPDR S&P

MF CLOSED AND MF OPEN
$77.69M
6 %

116,615

P
PLTR

PALANTIR TECHNOLOGIES

COMMON STOCK
$47.30M
4 %

259,417

N
NVDA

NVIDIA CORP

COMMON STOCK
$41.05M
3 %

219,561

K
KRE

SPDR PORTFOLIO

MF CLOSED AND MF OPEN
$40.47M
3 %

516,657

T
TSLA

TESLA INC

COMMON STOCK
$38.80M
3 %

91,773

V
VTI

VANGUARD TOTAL

MF CLOSED AND MF OPEN
$38.54M
3 %

117,443

K
KRE

SPDR PORTFOLIO

MF CLOSED AND MF OPEN
$36.08M
3 %

345,191

S
SPY

SPDR S&P 500 ETF

MF CLOSED AND MF OPEN
$31.95M
2 %

47,070

V
VFLO

VICTORYSHARES FREE

MF CLOSED AND MF OPEN
$29.94M
2 %

798,273

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 440