Keystone Financial Group
Q2 2025 13F Holdings
- Locationlexington, KY
- Num holdings
441
- Value ($000)
$1,108,445
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COMMON STOCK | 037833100 | $74.03 M | 7 % | 354,157 | ||
SPY SPDR S&P | MF CLOSED AND MF OPEN | 78462F103 | $72.37 M | 7 % | 117,131 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A854 | $36.85 M | 3 % | 506,955 | ||
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $35.54 M | 3 % | 216,428 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | MF CLOSED AND MF OPEN | 922908769 | $34.88 M | 3 % | 114,747 | ||
PLTR PALANTIR TECHNOLOGIES | COMMON STOCK | 69608A108 | $33.61 M | 3 % | 246,565 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A409 | $32.26 M | 3 % | 338,467 | ||
TSLA TESLA INC | COMMON STOCK | 88160R101 | $28.61 M | 3 % | 86,226 | ||
VFLO VICTORYSHARES FREE | MF CLOSED AND MF OPEN | 92647X830 | $27.50 M | 3 % | 777,879 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $24.69 M | 2 % | 49,459 |
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