Keystone Financial Group
Q3 2025 13F Holdings
- Locationlexington, KY
- Num holdings
440
- Value ($000)
$1,308,653
- Date Filed11/17/2025
- Form typerestatement
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COMMON STOCK | 037833100 | $93.99 M | 7 % | 363,510 | ||
SPY SPDR S&P | MF CLOSED AND MF OPEN | 78462F103 | $77.69 M | 6 % | 116,615 | ||
PLTR PALANTIR TECHNOLOGIES | COMMON STOCK | 69608A108 | $47.30 M | 4 % | 259,417 | ||
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $41.05 M | 3 % | 219,561 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A854 | $40.47 M | 3 % | 516,657 | ||
TSLA TESLA INC | COMMON STOCK | 88160R101 | $38.80 M | 3 % | 91,773 | ||
VTI VANGUARD TOTAL | MF CLOSED AND MF OPEN | 922908769 | $38.54 M | 3 % | 117,443 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A409 | $36.08 M | 3 % | 345,191 | ||
SPY SPDR S&P 500 ETF | MF CLOSED AND MF OPEN | 78462F103 | $31.95 M | 2 % | 47,070 | ||
VFLO VICTORYSHARES FREE | MF CLOSED AND MF OPEN | 92647X830 | $29.94 M | 2 % | 798,273 |
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