Keystone Financial Group
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationlexington, KY
- CIK0001729299
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
392 | $1.02B | AAPL, SPY, KRE, KRE | 13F-HR | Feb 13, 2025 | 000176538025000102 | ||
373 | $781.43M | SPY, AAPL, KRE, KRE | RESTATEMENT | Feb 19, 2025 | 000176538025000133 | ||
352 | $768.53M | SPY, AAPL, KRE, KRE | RESTATEMENT | Feb 18, 2025 | 000176538025000131 | ||
369 | $774.60M | KRE, APPN, SRLN, SOUN | NEW HOLDINGS | Feb 13, 2025 | 000176538025000104 | ||
169 | $279.19M | AAPL, MSFT, NVDA, BRK.B | 13F-HR | Jul 31, 2024 | 000176538024000254 | ||
347 | $686.49M | SPY, KRE, AAPL, VTI | 13F-HR | May 8, 2024 | 000176538024000201 | ||
298 | $575.17M | SPY, KRE, AAPL, VTI | RESTATEMENT | Feb 14, 2024 | 000176538024000148 | ||
300 | $597.11M | SPY, KRE, AAPL, ITOT | 13F-HR | Nov 6, 2023 | 000176538023000202 | ||
302 | $587.96M | SPY, AAPL, FTCS, ITOT | 13F-HR | Aug 7, 2023 | 000176538023000133 | ||
285 | $506.50M | SPY, AAPL, CFO, FTCS | 13F-HR | Feb 7, 2023 | 000176538023000024 | ||
284 | $493.19M | SPY, AAPL, CFO, FTCS | 13F-HR | Nov 10, 2022 | 000176538022000164 | ||
291 | $504.60M | SPY, AAPL, CFO, ITOT | 13F-HR | Aug 5, 2022 | 000176538022000113 | ||
291 | $588.89M | SPY, AAPL, CFO, ITOT | 13F-HR | May 13, 2022 | 000176538022000082 | ||
304 | $609.55M | SPY, AAPL, CFO, ITOT | 13F-HR | Feb 11, 2022 | 000176538022000034 | ||
287 | $552.69M | SPY, AAPL, CFO, ITOT | 13F-HR | Nov 12, 2021 | 000176538021000122 | ||
289 | $552.10M | SPY, AAPL, CFO, ITOT | 13F-HR | Aug 13, 2021 | 000176538021000092 | ||
283 | $513.35M | SPY, AAPL, CFO, ITOT | 13F-HR | May 11, 2021 | 000176538021000062 | ||
262 | $480.92M | SPY, AAPL, CFO, ITOT | 13F-HR | Feb 10, 2021 | 000176538021000028 | ||
236 | $407.38M | SPY, AAPL, CFO, ITOT | 13F-HR | Nov 13, 2020 | 000176538020000101 | ||
226 | $367.99M | SPY, AAPL, CFO, ITOT | 13F-HR | Aug 13, 2020 | 000176538020000079 | ||
204 | $301.75M | SPY, AAPL, CFO, ITOT | RESTATEMENT | May 5, 2020 | 000176538020000051 | ||
249 | $372.23M | SPY, AAPL, CFO, VTV | 13F-HR | Feb 6, 2020 | 000176538020000029 | ||
230 | $325.09M | SPY, AAPL, CFO, VTV | 13F-HR | Nov 7, 2019 | 000176538019000113 | ||
226 | $307.40M | SPY, CFO, AAPL, VTV | 13F-HR | Aug 7, 2019 | 000176538019000089 | ||
220 | $281.18M | SPY, AAPL, CFO, USMV | 13F-HR | May 7, 2019 | 000176538019000051 | ||
179 | $221.30M | CFO, AAPL, SPY, CDC | 13F-HR | Feb 11, 2019 | 000176538019000023 | ||
188 | $244.34M | AAPL, CFO, SPY, ACWV | 13F-HR | Nov 6, 2018 | 000172929918000004 | ||
169 | $179.31M | AAPL, CFO, ACWV, CDC | 13F-HR | Aug 14, 2018 | 000095012318008733 | ||
162 | $180.03M | ITOT, ACWV, AAPL, CFO | 13F-HR | May 15, 2018 | 000172929918000002 | ||
130 | $160.90M | FTSM, AAPL, EFAV, AGG | 13F-HR | Feb 9, 2018 | 000095012318001205 |