Keystone Financial Group Top Holdings and 13F Report (2024)

About Keystone Financial Group

Investment Activity

Keystone 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: $46,809,569
Microsoft: $20,314,635
NVIDIA: $18,811,704
Berkshire Hathaway: $14,162,896
Berkshire Hathaway: $11,750,060

Largest New Holdings this Quarter

CrowdStrike: $376,392 Holding
GE HealthCare Technologies: $241,447 Holding
SOLVENTUM CORP: $240,189 Holding
Starbucks: $234,030 Holding
Hershey: $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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$46,809,569	$724,166 ▼	-1.5%	200,899	15.5%	Computer and Technology
MSFT Microsoft	$20,314,635	$2,582 ▼	0.0%	47,210	6.7%	Computer and Technology
NVDA NVIDIA	$18,811,704	$629,182 ▼	-3.2%	154,905	6.2%	Computer and Technology
BRK.B Berkshire Hathaway	$14,162,896	$263,265 ▲	1.9%	30,772	4.7%	Finance
BRK.A Berkshire Hathaway	$11,750,060		0.0%	17	3.9%	Finance
AMZN Amazon.com	$9,410,799	$348,438 ▼	-3.6%	50,506	3.1%	Retail/Wholesale
PLTR Palantir Technologies	$8,450,131	$667,777 ▲	8.6%	227,154	2.8%	Business Services
META Meta Platforms	$7,822,849	$416,158 ▼	-5.1%	13,666	2.6%	Computer and Technology
TSLA Tesla	$7,439,978	$192,821 ▲	2.7%	28,437	2.5%	Auto/Tires/Trucks
AMD Advanced Micro Devices	$6,390,419	$7,876 ▲	0.1%	38,947	2.1%	Computer and Technology
PG Procter & Gamble	$6,271,960	$27,539 ▲	0.4%	36,212	2.1%	Consumer Staples
XOM Exxon Mobil	$5,973,055	$133,045 ▲	2.3%	50,956	2.0%	Oils/Energy
GOOG Alphabet	$5,966,136	$15,883 ▲	0.3%	35,685	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,654,268	$13,706 ▼	-0.3%	22,073	1.5%	Finance
GOOGL Alphabet	$4,498,541	$19,570 ▲	0.4%	27,124	1.5%	Computer and Technology
LLY Eli Lilly and Company	$4,251,781	$454,504 ▲	12.0%	4,799	1.4%	Medical
JNJ Johnson & Johnson	$4,172,691	$151,039 ▲	3.8%	25,748	1.4%	Medical
LOW Lowe's Companies	$3,835,993	$9,750 ▲	0.3%	14,163	1.3%	Retail/Wholesale
ABBV AbbVie	$3,513,318	$24,092 ▼	-0.7%	17,791	1.2%	Medical
WFC.PL Wells Fargo & Co. Pfd. Series L	$3,358,186	$10,258 ▲	0.3%	2,619	1.1%	Finance
MRK Merck & Co., Inc.	$3,067,030	$58,370 ▲	1.9%	27,008	1.0%	Medical
PEP PepsiCo	$2,931,495	$52,716 ▲	1.8%	17,239	1.0%	Consumer Staples
MCD McDonald's	$2,552,800	$113,891 ▼	-4.3%	8,383	0.8%	Retail/Wholesale
HD Home Depot	$2,465,354	$15,398 ▼	-0.6%	6,084	0.8%	Retail/Wholesale
CVX Chevron	$2,322,725	$242,257 ▲	11.6%	15,772	0.8%	Oils/Energy
IP International Paper	$2,190,838	$12,115 ▼	-0.5%	44,848	0.7%	Basic Materials
KO Coca-Cola	$2,167,303	$84,076 ▲	4.0%	30,160	0.7%	Consumer Staples
PFE Pfizer	$2,029,968	$277,014 ▲	15.8%	70,144	0.7%	Medical
PM Philip Morris International	$2,026,097	$22,824 ▲	1.1%	16,689	0.7%	Consumer Staples
V Visa	$1,986,607	$11,273 ▲	0.6%	7,225	0.7%	Business Services
ABT Abbott Laboratories	$1,914,883	$25,538 ▼	-1.3%	16,796	0.6%	Medical
BA Boeing	$1,709,188	$201,296 ▼	-10.5%	11,242	0.6%	Aerospace
CMG Chipotle Mexican Grill	$1,696,622	$14,175 ▲	0.8%	29,445	0.6%	Retail/Wholesale
NFLX Netflix	$1,643,381	$11,348 ▼	-0.7%	2,317	0.5%	Consumer Discretionary
WMT Walmart	$1,642,291	$38,437 ▲	2.4%	20,338	0.5%	Retail/Wholesale
T AT&T	$1,611,186	$352 ▼	0.0%	73,236	0.5%	Computer and Technology
NSC Norfolk Southern	$1,447,848	$746 ▲	0.1%	5,826	0.5%	Transportation
UL Unilever	$1,428,801	$1,884 ▼	-0.1%	21,995	0.5%	Consumer Staples
STX Seagate Technology	$1,358,058	$38,335 ▼	-2.7%	12,399	0.4%	Computer and Technology
MPC Marathon Petroleum	$1,350,890	$62,233 ▲	4.8%	8,292	0.4%	Oils/Energy
CSCO Cisco Systems	$1,345,841	$19,213 ▲	1.4%	25,288	0.4%	Computer and Technology
UNH UnitedHealth Group	$1,322,565	$5,847 ▲	0.4%	2,262	0.4%	Medical
GE General Electric	$1,264,983	$49,030 ▼	-3.7%	6,708	0.4%	Transportation
BAC Bank of America	$1,201,387	$46,544 ▲	4.0%	30,277	0.4%	Finance
DUK Duke Energy	$1,191,226	$78,055 ▲	7.0%	10,332	0.4%	Utilities
AVGO Broadcom	$1,168,842	$1,057,754 ▲	952.2%	6,776	0.4%	Computer and Technology
QCOM QUALCOMM	$1,163,954	$18,195 ▼	-1.5%	6,845	0.4%	Computer and Technology
NEE NextEra Energy	$1,163,540	$240,992 ▲	26.1%	13,765	0.4%	Utilities
UPS United Parcel Service	$1,148,449	$51,675 ▲	4.7%	8,423	0.4%	Transportation
MMM 3M	$1,126,370	$5,194 ▼	-0.5%	8,240	0.4%	Multi-Sector Conglomerates
GOLD Barrick Gold	$1,106,697	$16,807 ▲	1.5%	55,641	0.4%	Basic Materials
ORCL Oracle	$1,080,511	$31,524 ▲	3.0%	6,341	0.4%	Computer and Technology
VZ Verizon Communications	$1,064,521	$55,869 ▲	5.5%	23,703	0.4%	Computer and Technology
DEO Diageo	$998,416	$39,998 ▲	4.2%	7,114	0.3%	Consumer Staples
SO Southern	$992,222	$357,914 ▲	56.4%	11,003	0.3%	Utilities
ITW Illinois Tool Works	$932,672	$7,076 ▼	-0.8%	3,559	0.3%	Industrial Products
DIS Walt Disney	$931,593	$962 ▼	-0.1%	9,685	0.3%	Consumer Discretionary
AEP American Electric Power	$930,336	$16,826 ▲	1.8%	9,068	0.3%	Utilities
BDX Becton, Dickinson and Company	$927,993		0.0%	3,849	0.3%	Medical
NKE NIKE	$892,448	$53,303 ▲	6.4%	10,096	0.3%	Consumer Discretionary
ALBEMARLE CORP	$881,550	$251,550 ▲	39.9%	19,590	0.3%	Preferred Stock
APAM Artisan Partners Asset Management	$819,485	$10,094 ▲	1.2%	18,917	0.3%	Finance
IBM International Business Machines	$798,766	$90,201 ▲	12.7%	3,613	0.3%	Computer and Technology
TEVA Teva Pharmaceutical Industries	$749,715	$25,228 ▼	-3.3%	41,604	0.2%	Medical
DE Deere & Company	$748,766	$309,273 ▲	70.4%	1,794	0.2%	Industrial Products
LMT Lockheed Martin	$727,105	$35,069 ▼	-4.6%	1,244	0.2%	Aerospace
D Dominion Energy	$714,778	$5,375 ▲	0.8%	12,368	0.2%	Utilities
ELV Elevance Health	$712,519	$31,205 ▲	4.6%	1,370	0.2%	Medical
COST Costco Wholesale	$682,716	$105,511 ▲	18.3%	770	0.2%	Retail/Wholesale
GRAYSCALE BITCOIN	$675,742	$192,809 ▲	39.9%	13,381	0.2%	Common Stock
BTI British American Tobacco	$637,521	$3,548 ▲	0.6%	17,428	0.2%	Consumer Staples
ENB Enbridge	$627,633	$42,885 ▲	7.3%	15,455	0.2%	Oils/Energy
BX Blackstone	$620,099	$88,498 ▲	16.6%	4,050	0.2%	Finance
MA Mastercard	$600,622	$33,093 ▲	5.8%	1,216	0.2%	Business Services
FIS Fidelity National Information Services	$584,246	$15,578 ▲	2.7%	6,976	0.2%	Business Services
RH RH	$578,229	$6,354 ▲	1.1%	1,729	0.2%	Consumer Staples
O Realty Income	$576,414	$4,630 ▼	-0.8%	9,089	0.2%	Finance
CSX CSX	$558,552	$4,627 ▼	-0.8%	16,176	0.2%	Transportation
LINDE PLC	$544,685	$35,772 ▲	7.0%	1,142	0.2%	Common Stock
GLD SPDR Gold Shares	$538,382	$58,335 ▲	12.2%	2,215	0.2%	Finance
WFC Wells Fargo & Company	$535,891	$39,658 ▼	-6.9%	9,486	0.2%	Finance
USB U.S. Bancorp	$527,975	$274 ▲	0.1%	11,545	0.2%	Finance
TMO Thermo Fisher Scientific	$524,622	$62,484 ▲	13.5%	848	0.2%	Medical
ABNB Airbnb	$522,203	$3,297 ▲	0.6%	4,118	0.2%	Consumer Discretionary
KR Kroger	$511,169	$9,626 ▲	1.9%	8,921	0.2%	Retail/Wholesale
ECL Ecolab	$503,969	$32,934 ▼	-6.1%	1,974	0.2%	Basic Materials
IRM Iron Mountain	$501,535	$162,782 ▲	48.1%	4,221	0.2%	Finance
TRV Travelers Companies	$495,690		0.0%	2,117	0.2%	Finance
COIN Coinbase Global	$493,531	$713 ▲	0.1%	2,770	0.2%	Business Services
AMGN Amgen	$479,091	$967 ▲	0.2%	1,487	0.2%	Medical
BUD Anheuser-Busch InBev SA/NV	$476,362		0.0%	7,186	0.2%	Consumer Staples
ALB Albemarle	$471,526	$31,631 ▲	7.2%	4,979	0.2%	Basic Materials
WM Waste Management	$469,047	$48,794 ▲	11.6%	2,259	0.2%	Business Services
BK Bank of New York Mellon	$466,012		0.0%	6,485	0.2%	Finance
DKNG DraftKings	$461,817	$2,352 ▲	0.5%	11,781	0.2%	Consumer Discretionary
SLV iShares Silver Trust	$460,441	$6,392 ▲	1.4%	16,207	0.2%	ETF
AXP American Express	$458,383	$49,364 ▲	12.1%	1,690	0.2%	Finance
MO Altria Group	$447,520	$20,773 ▲	4.9%	8,768	0.1%	Consumer Staples
KLAC KLA	$443,866	$56,548 ▲	14.6%	573	0.1%	Computer and Technology
GE VERNOVA	$439,743	$11,726 ▲	2.7%	1,725	0.1%	Common Stock

Showing largest 100 holdings. View all holdings.

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Keystone Financial Group Top Holdings and 13F Report (2024)

About Keystone Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Keystone Financial Group Top Holdings and 13F Report (2024)

About Keystone Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKeystone Financial Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools