Keystone Financial Group, Inc. Portfolio Holdings by Sector
Keystone Financial Group, Inc.
- $177 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAU SGOV SCHD VIG VIGI DFSD DFAC MEAR 56 stocks |
$118 Million
87.53% of portfolio
|
24
|
20
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FBK TFC UCBI SNV 4 stocks |
$10.9 Million
8.11% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV AMGN MRK PFE OGN 6 stocks |
$831,186
0.62% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN 2 stocks |
$762,622
0.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$667,738
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC SO 2 stocks |
$562,152
0.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT IOT 2 stocks |
$425,390
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$380,071
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV 1 stocks |
$315,702
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$282,759
0.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$241,714
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$232,524
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$191,784
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$184,846
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$146,808
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$127,717
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR GE 2 stocks |
$89,293
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$71,099
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$63,619
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$58,185
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$39,086
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$39,077
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$33,354
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$33,179
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$25,432
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$24,941
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$20,248
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ASA BSIG 2 stocks |
$10,131
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CPNG 1 stocks |
$6,440
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WBD 1 stocks |
$3,379
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI 1 stocks |
$2,855
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GME 1 stocks |
$1,637
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
LOGI 1 stocks |
$548
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS 1 stocks |
$304
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$299
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|