Keystone Financial Group Top Holdings and 13F Report (2024) About Keystone Financial GroupInvestment ActivityKeystone Financial Group has $302.91 million in total holdings as of September 30, 2024.Keystone Financial Group owns shares of 177 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Keystone Financial Group has purchased 169 new stocks and bought additional shares in 98 stocks.Keystone Financial Group sold shares of 49 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $46,809,569Microsoft $20,314,635NVIDIA $18,811,704Berkshire Hathaway $14,162,896Berkshire Hathaway $11,750,060 Largest New Holdings this Quarter CrowdStrike $376,392 HoldingGE HealthCare Technologies $241,447 HoldingSOLVENTUM CORP $240,189 HoldingStarbucks $234,030 HoldingHershey $226,284 Holding Largest Purchases this Quarter Broadcom 6,132 shares (about $1.06M)Palantir Technologies 17,951 shares (about $667.78K)Eli Lilly and Company 513 shares (about $454.50K)CrowdStrike 1,342 shares (about $376.39K)Southern 3,969 shares (about $357.91K) Largest Sales this Quarter Apple 3,108 shares (about $724.17K)NVIDIA 5,181 shares (about $629.18K)Meta Platforms 727 shares (about $416.16K)Amazon.com 1,870 shares (about $348.44K)Boeing 1,324 shares (about $201.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeystone Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$46,809,569$724,166 ▼-1.5%200,89915.5%Computer and TechnologyMSFTMicrosoft$20,314,635$2,582 ▼0.0%47,2106.7%Computer and TechnologyNVDANVIDIA$18,811,704$629,182 ▼-3.2%154,9056.2%Computer and TechnologyBRK.BBerkshire Hathaway$14,162,896$263,265 ▲1.9%30,7724.7%FinanceBRK.ABerkshire Hathaway$11,750,0600.0%173.9%FinanceAMZNAmazon.com$9,410,799$348,438 ▼-3.6%50,5063.1%Retail/WholesalePLTRPalantir Technologies$8,450,131$667,777 ▲8.6%227,1542.8%Business ServicesMETAMeta Platforms$7,822,849$416,158 ▼-5.1%13,6662.6%Computer and TechnologyTSLATesla$7,439,978$192,821 ▲2.7%28,4372.5%Auto/Tires/TrucksAMDAdvanced Micro Devices$6,390,419$7,876 ▲0.1%38,9472.1%Computer and TechnologyPGProcter & Gamble$6,271,960$27,539 ▲0.4%36,2122.1%Consumer StaplesXOMExxon Mobil$5,973,055$133,045 ▲2.3%50,9562.0%Oils/EnergyGOOGAlphabet$5,966,136$15,883 ▲0.3%35,6852.0%Computer and TechnologyJPMJPMorgan Chase & Co.$4,654,268$13,706 ▼-0.3%22,0731.5%FinanceGOOGLAlphabet$4,498,541$19,570 ▲0.4%27,1241.5%Computer and TechnologyLLYEli Lilly and Company$4,251,781$454,504 ▲12.0%4,7991.4%MedicalJNJJohnson & Johnson$4,172,691$151,039 ▲3.8%25,7481.4%MedicalLOWLowe's Companies$3,835,993$9,750 ▲0.3%14,1631.3%Retail/WholesaleABBVAbbVie$3,513,318$24,092 ▼-0.7%17,7911.2%MedicalWFC.PLWells Fargo & Co. Pfd. Series L$3,358,186$10,258 ▲0.3%2,6191.1%FinanceMRKMerck & Co., Inc.$3,067,030$58,370 ▲1.9%27,0081.0%MedicalPEPPepsiCo$2,931,495$52,716 ▲1.8%17,2391.0%Consumer StaplesMCDMcDonald's$2,552,800$113,891 ▼-4.3%8,3830.8%Retail/WholesaleHDHome Depot$2,465,354$15,398 ▼-0.6%6,0840.8%Retail/WholesaleCVXChevron$2,322,725$242,257 ▲11.6%15,7720.8%Oils/EnergyIPInternational Paper$2,190,838$12,115 ▼-0.5%44,8480.7%Basic MaterialsKOCoca-Cola$2,167,303$84,076 ▲4.0%30,1600.7%Consumer StaplesPFEPfizer$2,029,968$277,014 ▲15.8%70,1440.7%MedicalPMPhilip Morris International$2,026,097$22,824 ▲1.1%16,6890.7%Consumer StaplesVVisa$1,986,607$11,273 ▲0.6%7,2250.7%Business ServicesABTAbbott Laboratories$1,914,883$25,538 ▼-1.3%16,7960.6%MedicalBABoeing$1,709,188$201,296 ▼-10.5%11,2420.6%AerospaceCMGChipotle Mexican Grill$1,696,622$14,175 ▲0.8%29,4450.6%Retail/WholesaleNFLXNetflix$1,643,381$11,348 ▼-0.7%2,3170.5%Consumer DiscretionaryWMTWalmart$1,642,291$38,437 ▲2.4%20,3380.5%Retail/WholesaleTAT&T$1,611,186$352 ▼0.0%73,2360.5%Computer and TechnologyNSCNorfolk Southern$1,447,848$746 ▲0.1%5,8260.5%TransportationULUnilever$1,428,801$1,884 ▼-0.1%21,9950.5%Consumer StaplesSTXSeagate Technology$1,358,058$38,335 ▼-2.7%12,3990.4%Computer and TechnologyMPCMarathon Petroleum$1,350,890$62,233 ▲4.8%8,2920.4%Oils/EnergyCSCOCisco Systems$1,345,841$19,213 ▲1.4%25,2880.4%Computer and TechnologyUNHUnitedHealth Group$1,322,565$5,847 ▲0.4%2,2620.4%MedicalGEGeneral Electric$1,264,983$49,030 ▼-3.7%6,7080.4%TransportationBACBank of America$1,201,387$46,544 ▲4.0%30,2770.4%FinanceDUKDuke Energy$1,191,226$78,055 ▲7.0%10,3320.4%UtilitiesAVGOBroadcom$1,168,842$1,057,754 ▲952.2%6,7760.4%Computer and TechnologyQCOMQUALCOMM$1,163,954$18,195 ▼-1.5%6,8450.4%Computer and TechnologyNEENextEra Energy$1,163,540$240,992 ▲26.1%13,7650.4%UtilitiesUPSUnited Parcel Service$1,148,449$51,675 ▲4.7%8,4230.4%TransportationMMM3M$1,126,370$5,194 ▼-0.5%8,2400.4%Multi-Sector ConglomeratesGOLDBarrick Gold$1,106,697$16,807 ▲1.5%55,6410.4%Basic MaterialsORCLOracle$1,080,511$31,524 ▲3.0%6,3410.4%Computer and TechnologyVZVerizon Communications$1,064,521$55,869 ▲5.5%23,7030.4%Computer and TechnologyDEODiageo$998,416$39,998 ▲4.2%7,1140.3%Consumer StaplesSOSouthern$992,222$357,914 ▲56.4%11,0030.3%UtilitiesITWIllinois Tool Works$932,672$7,076 ▼-0.8%3,5590.3%Industrial ProductsDISWalt Disney$931,593$962 ▼-0.1%9,6850.3%Consumer DiscretionaryAEPAmerican Electric Power$930,336$16,826 ▲1.8%9,0680.3%UtilitiesBDXBecton, Dickinson and Company$927,9930.0%3,8490.3%MedicalNKENIKE$892,448$53,303 ▲6.4%10,0960.3%Consumer DiscretionaryALBEMARLE CORP$881,550$251,550 ▲39.9%19,5900.3%Preferred StockAPAMArtisan Partners Asset Management$819,485$10,094 ▲1.2%18,9170.3%FinanceIBMInternational Business Machines$798,766$90,201 ▲12.7%3,6130.3%Computer and TechnologyTEVATeva Pharmaceutical Industries$749,715$25,228 ▼-3.3%41,6040.2%MedicalDEDeere & Company$748,766$309,273 ▲70.4%1,7940.2%Industrial ProductsLMTLockheed Martin$727,105$35,069 ▼-4.6%1,2440.2%AerospaceDDominion Energy$714,778$5,375 ▲0.8%12,3680.2%UtilitiesELVElevance Health$712,519$31,205 ▲4.6%1,3700.2%MedicalCOSTCostco Wholesale$682,716$105,511 ▲18.3%7700.2%Retail/WholesaleGRAYSCALE BITCOIN$675,742$192,809 ▲39.9%13,3810.2%Common StockBTIBritish American Tobacco$637,521$3,548 ▲0.6%17,4280.2%Consumer StaplesENBEnbridge$627,633$42,885 ▲7.3%15,4550.2%Oils/EnergyBXBlackstone$620,099$88,498 ▲16.6%4,0500.2%FinanceMAMastercard$600,622$33,093 ▲5.8%1,2160.2%Business ServicesFISFidelity National Information Services$584,246$15,578 ▲2.7%6,9760.2%Business ServicesRHRH$578,229$6,354 ▲1.1%1,7290.2%Consumer StaplesORealty Income$576,414$4,630 ▼-0.8%9,0890.2%FinanceCSXCSX$558,552$4,627 ▼-0.8%16,1760.2%TransportationLINDE PLC$544,685$35,772 ▲7.0%1,1420.2%Common StockGLDSPDR Gold Shares$538,382$58,335 ▲12.2%2,2150.2%FinanceWFCWells Fargo & Company$535,891$39,658 ▼-6.9%9,4860.2%FinanceUSBU.S. Bancorp$527,975$274 ▲0.1%11,5450.2%FinanceTMOThermo Fisher Scientific$524,622$62,484 ▲13.5%8480.2%MedicalABNBAirbnb$522,203$3,297 ▲0.6%4,1180.2%Consumer DiscretionaryKRKroger$511,169$9,626 ▲1.9%8,9210.2%Retail/WholesaleECLEcolab$503,969$32,934 ▼-6.1%1,9740.2%Basic MaterialsIRMIron Mountain$501,535$162,782 ▲48.1%4,2210.2%FinanceTRVTravelers Companies$495,6900.0%2,1170.2%FinanceCOINCoinbase Global$493,531$713 ▲0.1%2,7700.2%Business ServicesAMGNAmgen$479,091$967 ▲0.2%1,4870.2%MedicalBUDAnheuser-Busch InBev SA/NV$476,3620.0%7,1860.2%Consumer StaplesALBAlbemarle$471,526$31,631 ▲7.2%4,9790.2%Basic MaterialsWMWaste Management$469,047$48,794 ▲11.6%2,2590.2%Business ServicesBKBank of New York Mellon$466,0120.0%6,4850.2%FinanceDKNGDraftKings$461,817$2,352 ▲0.5%11,7810.2%Consumer DiscretionarySLViShares Silver Trust$460,441$6,392 ▲1.4%16,2070.2%ETFAXPAmerican Express$458,383$49,364 ▲12.1%1,6900.2%FinanceMOAltria Group$447,520$20,773 ▲4.9%8,7680.1%Consumer StaplesKLACKLA$443,866$56,548 ▲14.6%5730.1%Computer and TechnologyGE VERNOVA$439,743$11,726 ▲2.7%1,7250.1%Common StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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