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Keystone Financial Group

Q2 2024 · 13F-HR

Keystone Financial Groupholdings as filed

Filed 2024-07-31 · accession 0001765380-24-000254

$279.2M
Reported value
169
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$43.0M15.4%204,007CommonNONE
594918104MSFTMICROSOFT CORP$21.1M7.56%47,216CommonSOLE
67066G104NVDANVIDIA CORP$19.8M7.08%160,086CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY$12.3M4.40%30,200CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY$10.4M3.73%17CommonSOLE
023135106AMZNAMAZON COM$10.1M3.63%52,376CommonNONE
30303M102METAMETA PLATFORMS$7.3M2.60%14,393CommonNONE
02079K107GOOGALPHABET INC$6.5M2.34%35,590CommonNONE
007903107AMDADVANCED MICRO$6.3M2.26%38,899CommonSOLE
742718109PGPROCTER & GAMBLE$5.9M2.13%36,053CommonNONE
30231G102XOMEXXON MOBIL$5.7M2.05%49,821CommonNONE
88160R101TSLATESLA INC$5.5M1.96%27,700CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES$5.3M1.90%209,203CommonNONE
02079K305GOOGLALPHABET INC$4.9M1.76%27,006CommonSOLE
46625H100JPMJPMORGAN CHASE$4.5M1.60%22,138CommonNONE
532457108LLYELI LILLY$3.9M1.39%4,286CommonNONE
478160104JNJJOHNSON & JOHNSON$3.6M1.30%24,816CommonSOLE
58933Y105MRKMERCK & COMPANY$3.3M1.17%26,494CommonSOLE
548661107LOWLOWES COMPANIES$3.1M1.12%14,127CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO$3.1M1.11%2,611CommonSOLE
00287Y109ABBVABBVIE INC$3.1M1.10%17,913CommonNONE
713448108PEPPEPSICO INC$2.8M1.00%16,929CommonSOLE
097023105BABOEING COMPANY$2.3M0.82%12,566CommonNONE
580135101MCDMCDONALDS CORP$2.2M0.80%8,757CommonNONE
166764100CVXCHEVRON CORP$2.2M0.79%14,127CommonNONE
437076102HDHOME DEPOT$2.1M0.75%6,122CommonNONE
460146103IPINTL PAPER$1.9M0.70%45,096CommonNONE
92826C839VVISA INC$1.9M0.68%7,184CommonNONE
191216100KOCOCA COLA COMPANY$1.8M0.66%28,990CommonNONE
169656105CMGCHIPOTLE MEXICAN$1.8M0.66%29,199CommonNONE
002824100ABTABBOTT LABORATORIES$1.8M0.63%17,020CommonSOLE
717081103PFEPFIZER INC$1.7M0.61%60,572CommonNONE
718172109PMPHILIP MORRIS$1.7M0.60%16,501CommonNONE
64110L106NFLXNETFLIX INC$1.6M0.56%2,333CommonNONE
00206R102TAT&T INC$1.4M0.50%73,252CommonNONE
747525103QCOMQUALCOMM INC$1.4M0.50%6,952CommonNONE
56585A102MPCMARATHON PETROLEUM$1.4M0.49%7,910CommonNONE
931142103WMTWALMART INC$1.3M0.48%19,862CommonNONE
G7997R103STXSEAGATE TECHNOLOGY$1.3M0.47%12,749CommonSOLE
655844108NSCNORFOLK SOUTHERN$1.3M0.45%5,823CommonNONE
904767704UNILEVER PLC$1.2M0.43%22,024CommonNONE
17275R102CSCOCISCO SYSTEMS$1.2M0.42%24,927CommonSOLE
060505104BACBANK AMERICA$1.2M0.41%29,104CommonNONE
91324P102UNHUNITEDHEALTH GROUP$1.1M0.41%2,252CommonNONE
369604301GEGE AEROSPACE$1.1M0.40%6,968CommonNONE
911312106UPSUNITED PARCEL$1.1M0.39%8,044CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.37%644CommonNONE
26441C204DUKDUKE ENERGY$967,7310.35%9,655CommonNONE
254687106DISWALT DISNEY$962,5800.34%9,695CommonNONE
92343V104VZVERIZON COMMUNICATIONS$926,1910.33%22,459CommonNONE
067901108ABXBARRICK GOLD$913,9880.33%54,796CommonNONE
075887109BDXBECTON DICKINSON$899,5510.32%3,849CommonNONE
68389X105ORCLORACLE CORP$869,1770.31%6,156CommonNONE
25243Q205DEODIAGEO PLC$861,0340.31%6,829CommonSOLE
452308109ITWILLINOIS TOOL$849,7670.30%3,586CommonNONE
88579Y101MMM3M COMPANY$845,9800.30%8,278CommonNONE
025537101AEPAMERICAN ELECTRIC$781,2580.28%8,904CommonNONE
65339F101NEENEXTERA ENERGY$772,8580.28%10,914CommonNONE
04316A108APAMARTISAN PARTNERS$771,0900.28%18,684CommonNONE
654106103NKENIKE INC$715,4870.26%9,493CommonSOLE
036752103ELVELEVANCE HEALTH$709,7910.25%1,310CommonNONE
881624209TEVATEVA PHARMACEUTICAL$698,8250.25%43,004CommonNONE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$653,2440.23%14,000CommonNONE
009066101ABNBAIRBNB INC$620,4730.22%4,092CommonNONE
19260Q107COINCOINBASE GLOBAL$614,6920.22%2,766CommonNONE
539830109LMTLOCKHEED MARTIN$609,1130.22%1,304CommonNONE
949746101WMT2WELLS FARGO$605,0570.22%10,188CommonNONE
25746U109DDOMINION ENERGY$601,4960.22%12,275CommonNONE
459200101IBMINTL BUSINESS$554,3400.20%3,205CommonNONE
22160K105COSTCOSTCO WHOLESALE$553,3570.20%651CommonNONE
512807108LRCXEURLAM RESEARCH CORPORATION$549,0920.20%516CommonNONE
842587107SOSOUTHERN COMPANY$545,6300.20%7,034CommonNONE
126408103CSXCSX CORP$545,5870.20%16,310CommonNONE
110448107BTIBRITISH AMERN$536,0560.19%17,331CommonNONE
29250N105ENBENBRIDGE INC$512,4780.18%14,399CommonNONE
31620M106FISFIDELITY NATIONAL$511,7200.18%6,790CommonNONE
389637109GBTCGRAYSCALE BITCOIN$509,1350.18%9,563CommonNONE
57636Q104MAMASTERCARD INC$506,8990.18%1,149CommonNONE
278865100ECLECOLAB INC$500,5420.18%2,103CommonNONE
302635206FSKFS KKR$488,2090.17%24,744CommonNONE
756109104OREALTY INCOME$483,9340.17%9,162CommonNONE
G54950103LINLINDE PLC$468,3050.17%1,067CommonNONE
031162100AMGNAMGEN INC$463,8270.17%1,484CommonNONE
902973304USBU S BANCORP DE$458,1120.16%11,539CommonNONE
458140100INTCINTEL CORP$451,5980.16%14,582CommonNONE
26142V105DKNGDRAFTKINGS INC$447,3870.16%11,721CommonSOLE
31428X106FDXFEDEX CORP$444,8660.16%1,484CommonNONE
012653101ALBALBEMARLE CORP$443,7140.16%4,645CommonNONE
501044101KRKROGER CO$437,0570.16%8,753CommonNONE
94106L109WMWASTE MANAGEMENT$431,8220.15%2,024CommonNONE
89417E109TRVTRAVELERS COS$430,4710.15%2,117CommonNONE
09260D107BXBLACKSTONE INC$429,8350.15%3,472CommonNONE
78463V107GLDSPDR GOLD$424,6450.15%1,975CommonNONE
46428Q109SLVISHARES SILVER$424,6410.15%15,982CommonNONE
74967X103RHRH$417,9910.15%1,710CommonSOLE
03524A108BUDANHEUSER BUSCH$417,8670.15%7,186CommonSOLE
883556102TMOTHERMO FISHER$413,1430.15%747CommonNONE
482480100KLACKLA CORP$412,3690.15%500CommonNONE
494368103KMBKIMBERLY CLARK$411,5530.15%2,978CommonNONE
670100205NVONOVO NORDISK$406,2040.15%2,846CommonNONE
020002101ALLALLSTATE CORP$399,7020.14%2,503CommonNONE
88023U101SGITEMPUR SEALY$398,6560.14%8,421CommonNONE
055622104BPBP PLC$397,6010.14%11,014CommonNONE
722304102PDDPDD HOLDINGS$396,5890.14%2,983CommonNONE
79466L302CRMSALESFORCE INC$395,3110.14%1,538CommonNONE
244199105DEDEERE & CO$393,4340.14%1,053CommonNONE
064058100BKBANK NEW YORK$388,3870.14%6,485CommonSOLE
02209S103MOALTRIA GROUP$380,8370.14%8,361CommonNONE
345370860FFORD MOTOR$363,9600.13%29,024CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR$363,1260.13%2,089CommonNONE
025816109AXPAMERICAN EXPRESS$349,2040.13%1,508CommonNONE
37733W204GSKGSK PLC$347,9400.12%9,037CommonNONE
H50430232LOGILOGITECH INTL$344,0210.12%3,551CommonNONE
697435105PANWPALO ALTO$342,7370.12%1,011CommonSOLE
453838609IBCPINDEPENDENT BANK$340,8610.12%12,624CommonNONE
806857108SLBSCHLUMBERGER LTD$329,7430.12%6,989CommonNONE
609207105MDLZMONDELEZ INTERNATIONAL$329,0310.12%5,028CommonNONE
534187109LNCLINCOLN NATL CORP IN$325,4440.12%10,464CommonSOLE
487836108KKELLANOVA$322,5170.12%5,591CommonSOLE
149123101CATCATERPILLAR INC$314,6780.11%945CommonNONE
172967424CCITIGROUP INC$310,0050.11%4,885CommonNONE
21037T109CEGCONSTELLATION ENERGY$307,6310.11%1,536CommonNONE
95040Q104WELLWELLTOWER INC$303,3690.11%2,910CommonNONE
P31076105CPACOPA HOLDINGS$297,6530.11%3,127CommonNONE
90041L105TPBTURNING POINT$295,5250.11%9,209CommonNONE
291011104EMREMERSON ELECTRIC$291,1890.10%2,643CommonNONE
36828A101GEVGE VERNOVA$287,9790.10%1,679CommonNONE
009158106APDAIR PRODUCTS$282,8030.10%1,096CommonNONE
20825C104COPCONOCOPHILLIPS$276,6530.10%2,419CommonNONE
84265V105SCCOSOUTHERN COPPER$275,4910.10%2,557CommonNONE
871332102SLVMSYLVAMO CORP$274,6070.10%4,003CommonNONE
48251W104KKRKKR & CO$271,7880.10%2,583CommonNONE
115637209BF/BBROWN FORMAN CORP CL B$267,3530.10%6,190CommonNONE
87612E106TGTTARGET CORP$265,3920.10%1,793CommonNONE
03073E105CORCENCORA INC$256,3920.09%1,138CommonNONE
46284V101IRMIRON MOUNTAIN$255,4720.09%2,851CommonNONE
438516106HONHONEYWELL INTL$255,2700.09%1,195CommonNONE
681116109OLLIOLLIES BARGAIN$252,0990.09%2,568CommonNONE
62955J103NOVNOV INC$249,0430.09%13,101CommonNONE
038222105AMATAPPLIED MATERIALS$248,5640.09%1,053CommonNONE
92939U106WECWEC ENERGY$248,5250.09%3,168CommonNONE
69351T106PPLPPL CORP$242,0090.09%8,752CommonNONE
89832Q109TFCTRUIST FINANCIAL$241,7360.09%6,222CommonNONE
V7780T103RCLROYAL CARIBBEAN$240,7390.09%1,510CommonNONE
988498101YUMYUM BRANDS INC$234,0580.08%1,767CommonNONE
872540109TJXTJX COS$233,6960.08%2,123CommonNONE
571903202MARMARRIOTT INTL$225,3300.08%932CommonNONE
499049104KNXKNIGHT SWIFT$223,1750.08%4,471CommonNONE
00724F101ADBEADOBE INC$218,3270.08%393CommonNONE
416515104HIGHARTFORD FINANCIAL$217,8010.08%2,166CommonNONE
G5960L103MDTMEDTRONIC PLC$216,0030.08%2,744CommonNONE
49177J102KVUEKENVUE INC$208,2320.07%11,454CommonNONE
01741R102ATIATI INC$207,9380.07%3,750CommonNONE
04280A100ARWRARROWHEAD PHARMACEUTICAL$207,9200.07%8,000CommonNONE
219350105GLWCORNING INC$206,1770.07%5,307CommonNONE
682680103OKEONEOK INC$203,9740.07%2,501CommonNONE
G491BT108IVZINVESCO LTD$193,7720.07%12,953CommonNONE
405552100HLNHALEON PLC$174,0860.06%21,076CommonNONE
651229106NWLNEWELL BRANDS$151,2130.05%23,590CommonNONE
931427108WFCWALGREENS BOOTS$126,3230.05%10,444CommonNONE
92857W308VODVODAFONE GROUP$102,7270.04%11,581CommonNONE
45773H409INOINOVIO PHARMACEUTICALS$81,5120.03%10,088CommonNONE
00165C302AMCAMC ENTERTAINMENT$61,5390.02%12,357CommonNONE
73730P108PSTXUSDPOSEIDA THERAPEUTICS$43,8000.02%15,000CommonNONE
88339P101REALTHE REALREAL$31,9000.01%10,000CommonNONE
236272100DANIMER SCIENTIFIC$30,9610.01%51,318CommonNONE
92536C103VERUEURVERU INC$18,5080.01%22,000CommonNONE
550241103LUMNLUMEN TECHNOLOGIES$11,7350.00%10,668CommonNONE
307359703FARADAY FUTURE$5,4970.00%10,850CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.