0001765380-22-000082.txt : 20220513 0001765380-22-000082.hdr.sgml : 20220513 20220513101713 ACCESSION NUMBER: 0001765380-22-000082 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keystone Financial Group CENTRAL INDEX KEY: 0001729299 IRS NUMBER: 262509545 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18307 FILM NUMBER: 22920789 BUSINESS ADDRESS: STREET 1: 527 WELLINGTON WAY, STE 225 CITY: LEXINGTON STATE: KY ZIP: 40503 BUSINESS PHONE: 859-317-8316 MAIL ADDRESS: STREET 1: 527 WELLINGTON WAY, STE 225 CITY: LEXINGTON STATE: KY ZIP: 40503 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001729299 XXXXXXXX 03-31-2022 03-31-2022 Keystone Financial Group

527 WELLINGTON WAY, STE 225 LEXINGTON KY 40503

13F HOLDINGS REPORT 028-18307 N Andy Armstrong 5138325385 Andy Armstrong Cincinnati OH 05-13-2022 0 291 588890 false INFORMATION TABLE 2 Keystone.xml SPDR S&P MF Closed and MF Open 78462F103 60050 132959 SH SOLE 0 0 132959 APPLE INC Common Stock 037833100 37708 215956 SH SOLE 0 0 215956 VICTORYSHARES US MF Closed and MF Open 92647N782 29642 400300 SH SOLE 0 0 400300 ISHARES CORE MF Closed and MF Open 464287150 19117 189391 SH SOLE 0 0 189391 FIRST TRUST MF Closed and MF Open 33733E104 17098 218648 SH SOLE 0 0 218648 VICTORYSHARES U S MF Closed and MF Open 92647N824 15031 209177 SH SOLE 0 0 209177 TESLA INC Common Stock 88160R101 14078 13064 SH SOLE 0 0 13064 MICROSOFT CORP Common Stock 594918104 13335 43252 SH SOLE 0 0 43252 VANGUARD TOTAL MF Closed and MF Open 922908769 11726 51503 SH SOLE 0 0 51503 INVESCO S&P MF Closed and MF Open 46137V357 10908 69165 SH SOLE 0 0 69165 VANGUARD S&P MF Closed and MF Open 922908363 10851 26136 SH SOLE 0 0 26136 VANGUARD VALUE MF Closed and MF Open 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78467X109 2822 8137 SH SOLE 0 0 8137 PEPSICO INC Common Stock 713448108 2790 16667 SH SOLE 0 0 16667 ISHARES MSCI MF Closed and MF Open 46432F396 2764 16428 SH SOLE 0 0 16428 SECTOR FINANCIAL MF Closed and MF Open 81369Y605 2764 72129 SH SOLE 0 0 72129 ISHARES S&P MF Closed and MF Open 464287671 2760 26120 SH SOLE 0 0 26120 VANGUARD S&P MF Closed and MF Open 921932505 2683 9732 SH SOLE 0 0 9732 FIRST TRUST MF Closed and MF Open 33739H101 2641 92901 SH SOLE 0 0 92901 VANGUARD MID MF Closed and MF Open 922908629 2640 11098 SH SOLE 0 0 11098 BOEING COMPANY Common Stock 097023105 2554 13337 SH SOLE 0 0 13337 SPDR SERIES MF Closed and MF Open 78464A300 2491 29891 SH SOLE 0 0 29891 FIRST TRUST MF Closed and MF Open 33738R605 2473 51892 SH SOLE 0 0 51892 ISHARES GLOBAL MF Closed and MF Open 464287291 2459 42385 SH SOLE 0 0 42385 SPDR PORTFOLIO MF Closed and MF Open 78463X889 2427 70808 SH SOLE 0 0 70808 ISHARES CORE MF Closed and MF Open 46434V621 2388 44703 SH SOLE 0 0 44703 VANGUARD TOTAL MF Closed and MF Open 921937835 2377 29881 SH SOLE 0 0 29881 JPMORGAN CHASE Common Stock 46625H100 2364 17339 SH SOLE 0 0 17339 ABBOTT LABORATORIES Common Stock 002824100 2340 19767 SH SOLE 0 0 19767 ABBVIE INC Common Stock 00287Y109 2333 14390 SH SOLE 0 0 14390 VANGUARD S&P MF Closed and MF Open 921932885 2267 12469 SH SOLE 0 0 12469 WALT DISNEY Common Stock 254687106 2246 16373 SH SOLE 0 0 16373 VANGUARD S&P MF Closed and MF Open 921932828 2214 11179 SH SOLE 0 0 11179 SPDR TIPS MF Closed and MF Open 78464A656 2189 72343 SH SOLE 0 0 72343 SECTOR ENERGY MF Closed and MF Open 81369Y506 2160 28253 SH SOLE 0 0 28253 HOME DEPOT Common Stock 437076102 2115 7065 SH SOLE 0 0 7065 AT&T INC Common Stock 00206R102 2106 89126 SH SOLE 0 0 89126 INTL PAPER Common Stock 460146103 2084 45158 SH SOLE 0 0 45158 VANGUARD S&P MF Closed and MF Open 921932703 2059 13662 SH SOLE 0 0 13662 ISHARES CORE MF Closed and MF Open 464287507 2050 7638 SH SOLE 0 0 7638 MERCK & COMPANY Common Stock 58933Y105 2044 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922042858 885 19189 SH SOLE 0 0 19189 ISHARES CORE MF Closed and MF Open 46434V613 869 17517 SH SOLE 0 0 17517 VISA INC Common Stock 92826C839 869 3917 SH SOLE 0 0 3917 AIRBNB INC Common Stock 009066101 868 5054 SH SOLE 0 0 5054 SECTOR TECHNOLOGY MF Closed and MF Open 81369Y803 864 5437 SH SOLE 0 0 5437 VANGUARD SHORT MF Closed and MF Open 921937827 852 10935 SH SOLE 0 0 10935 VANGUARD FTSE MF Closed and MF Open 922042775 847 14712 SH SOLE 0 0 14712 3M COMPANY Common Stock 88579Y101 842 5657 SH SOLE 0 0 5657 FIRST TRUST MF Closed and MF Open 33738R878 839 22889 SH SOLE 0 0 22889 INTEL CORP Common Stock 458140100 796 16053 SH SOLE 0 0 16053 ARTISAN PARTNERS Common Stock 04316A108 788 20034 SH SOLE 0 0 20034 DUKE ENERGY Common Stock 26441C204 777 6959 SH SOLE 0 0 6959 UNILEVER PLC Common Stock 904767704 771 16924 SH SOLE 0 0 16924 SPDR S&P MF Closed and MF Open 78464A698 761 11040 SH SOLE 0 0 11040 ALBEMARLE CORP Common Stock 012653101 752 3400 SH SOLE 0 0 3400 SECTOR HEALTHCARE MF Closed and MF Open 81369Y209 729 5323 SH SOLE 0 0 5323 GOLDMAN SACHS Common Stock 38141G104 716 2168 SH SOLE 0 0 2168 BLACKROCK ULTRA MF Closed and MF Open 46434V878 710 14151 SH SOLE 0 0 14151 SPDR INDEX MF Closed and MF Open 78463X434 696 9648 SH SOLE 0 0 9648 FEDEX CORP Common Stock 31428X106 695 3004 SH SOLE 0 0 3004 GLOBAL X MF Closed and MF Open 37954Y483 694 33089 SH SOLE 0 0 33089 FORD MOTOR Common Stock 345370860 668 39506 SH SOLE 0 0 39506 INVESCO DWA MF Closed and MF Open 46137V837 662 8167 SH SOLE 0 0 8167 ORACLE CORP Common Stock 68389X105 654 7901 SH SOLE 0 0 7901 AMERICAN ELECTRIC Common Stock 025537101 646 6475 SH SOLE 0 0 6475 ISHARES MSCI MF Closed and MF Open 464288257 641 6427 SH SOLE 0 0 6427 SPDR SERIES MF Closed and MF Open 78468R531 633 14582 SH SOLE 0 0 14582 ALLSTATE CORP Common Stock 020002101 617 4453 SH SOLE 0 0 4453 VANGUARD INTERMEDIATE MF Closed and MF Open 92206C870 617 7169 SH SOLE 0 0 7169 DNP SELECT MF Closed and MF Open 23325P104 612 51768 SH SOLE 0 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