Keystone Financial Group

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$303M
Signature - Title
Andy Armstrong - Compliance Consultant
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by Keystone Financial Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Financial Group reported 177 stock holdings with total value $303M as of Q3 2024. Top holdings included AAPL, MSFT, NVDA, BRKB, and BRKA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 177 $303M +$9.78M -$4.39M +$5.4M AAPL, MSFT, NVDA, BRKB, BRKA 13F-HR 11/12/2024, 09:53 AM
Q2 2024 169 $279M +$29.8M -$433M -$403M AAPL, MSFT, NVDA, BRKB, BRKA 13F-HR 7/31/2024, 10:57 AM
Q1 2024 347 $686M +$90.9M -$26.7M +$64.2M SPY, SPLG, AAPL, VTI, SPYG 13F-HR 5/8/2024, 11:32 AM
Q4 2023 298 $575M +$32.5M -$110M -$77.2M SPY, SPLG, AAPL, VTI, MSFT Restatement 2/14/2024, 10:52 AM
Q3 2023 300 $597M +$83.6M -$52.8M +$30.7M SPY, SPLG, AAPL, ITOT, USFR 13F-HR 11/6/2023, 01:29 PM
Q2 2023 302 $588M +$48.7M -$25.4M +$23.3M SPY, AAPL, FTCS, ITOT, CFO 13F-HR 8/7/2023, 04:48 PM
Q4 2022 285 $506M +$29.8M -$42.3M -$12.6M SPY, AAPL, CFO, FTCS, ITOT 13F-HR 2/7/2023, 02:54 PM
Q3 2022 284 $493M +$50.7M -$24.7M +$26M SPY, AAPL, CFO, FTCS, ITOT 13F-HR 11/10/2022, 11:55 AM
Q2 2022 291 $505M +$23.6M -$11.6M +$12M SPY, AAPL, CFO, ITOT, FTCS 13F-HR 8/5/2022, 03:06 PM
Q1 2022 291 $589M +$43.8M -$38.9M +$4.96M SPY, AAPL, CFO, ITOT, FTCS 13F-HR 5/13/2022, 10:17 AM
Q4 2021 304 $610M +$28.5M -$22.9M +$5.61M SPY, AAPL, CFO, ITOT, FTCS 13F-HR 2/11/2022, 11:58 AM
Q3 2021 287 $553M +$21M -$13.4M +$7.59M SPY, AAPL, CFO, ITOT, FTCS 13F-HR 11/12/2021, 09:20 AM
Q2 2021 289 $552M +$23M -$17.5M +$5.49M SPY, AAPL, CFO, ITOT, FTCS 13F-HR 8/13/2021, 12:38 PM
Q1 2021 283 $513M +$47.9M -$35.8M +$12.1M SPY, AAPL, CFO, ITOT, FTCS 13F-HR 5/11/2021, 10:05 AM
Q4 2020 262 $481M +$50.8M -$25M +$25.8M SPY, AAPL, CFO, ITOT, TSLA 13F-HR 2/10/2021, 01:06 PM
Q3 2020 236 $407M +$47.8M -$11.4M +$36.4M SPY, AAPL, CFO, ITOT, USMV 13F-HR 11/13/2020, 01:54 PM
Q2 2020 226 $368M +$27.5M -$14M +$13.5M SPY, AAPL, CFO, ITOT, USMV 13F-HR 8/13/2020, 07:37 AM
Q1 2020 204 $302M +$27.6M -$31.4M -$3.77M SPY, AAPL, CFO, ITOT, USMV Restatement 5/5/2020, 01:36 PM
Q4 2019 249 $372M +$36.8M -$14M +$22.8M SPY, AAPL, CFO, VTV, USMV 13F-HR 2/6/2020, 11:40 AM
Q3 2019 230 $325M +$23.7M -$9.9M +$13.8M SPY, AAPL, CFO, VTV, USMV 13F-HR 11/7/2019, 11:53 AM
Q2 2019 226 $307M +$23.6M -$4.49M +$19.1M SPY, CFO, AAPL, VTV, USMV 13F-HR 8/7/2019, 04:40 PM
Q1 2019 220 $281M +$39.7M -$3.99M +$35.7M SPY, AAPL, CFO, USMV, VTV 13F-HR 5/7/2019, 10:20 AM
Q4 2018 179 $221M +$22.5M -$13.7M +$8.84M CFO, AAPL, SPY, CDC, VTV 13F-HR 2/11/2019, 04:09 PM
Q3 2018 188 $244M +$60.6M -$3.89M +$56.7M AAPL, CFO, SPY, ACWV, BRKA 13F-HR 11/6/2018, 01:54 PM
Q2 2018 169 $179M +$29M -$27.3M +$1.71M AAPL, CFO, ACWV, CDC, USMV 13F-HR 8/14/2018, 12:12 PM
Q1 2018 162 $167M +$70.9M -$29.8M +$41.2M ITOT, AAPL, CFO, IDV, VOO 13F-HR 5/14/2018, 09:49 PM
Q4 2017 130 $131M $0 $0 AAPL, EFAV, CSF, SPLV, RTM 13F-HR 2/9/2018, 10:10 AM