Keystone Financial Group
Q4 2024 13F Holdings
- Locationlexington, KY
- Num holdings
392
- Value ($000)
$1,016,779
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COMMON STOCK | 037833100 | $89.39M | 9 % | 360,158 | ||
SPY SPDR S&P | MF CLOSED AND MF OPEN | 78462F103 | $73.25M | 7 % | 124,984 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A854 | $42.86M | 4 % | 621,668 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A409 | $33.83M | 3 % | 384,830 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $30.84M | 3 % | 106,397 | ||
TSLA TESLA INC | COMMON STOCK | 88160R101 | $30.11M | 3 % | 83,357 | ||
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $28.11M | 3 % | 210,551 | ||
AMZN AMAZON COM | COMMON STOCK | 023135106 | $20.68M | 2 % | 92,451 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $20.68M | 2 % | 49,120 | ||
META META PLATFORMS INC CLASS A | COMMON STOCK | 30303M102 | $20.65M | 2 % | 31,091 |
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