0001765380-24-000148.txt : 20240214 0001765380-24-000148.hdr.sgml : 20240214 20240214105218 ACCESSION NUMBER: 0001765380-24-000148 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keystone Financial Group CENTRAL INDEX KEY: 0001729299 ORGANIZATION NAME: IRS NUMBER: 262509545 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-18307 FILM NUMBER: 24633972 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001729299 XXXXXXXX 12-31-2023 12-31-2023 true 1 RESTATEMENT Keystone Financial Group
527 WELLINGTON WAY, STE 225 LEXINGTON KY 40503
13F HOLDINGS REPORT 028-18307 000170201 801-79274 N
Andy Armstrong Compliance Consultant 5138325385 Andy Armstrong Cincinnati OH 02-14-2024 0 298 575172207 false
INFORMATION TABLE 2 13q42023keystone.xml BERKSHIRE HATHAWAY Common Stock 084670108 9224625 17 SH SOLE 13 0 4 ADOBE INC Common Stock 00724F101 207618 348 SH SOLE 0 0 348 COSTCO WHOLESALE Common Stock 22160K105 281833 427 SH SOLE 5 0 422 KLA CORP Common Stock 482480100 276738 476 SH SOLE 67 0 409 LAM RESEARCH CORPORATION Common Stock 512807108 398244 508 SH SOLE 39 0 469 BROADCOM INC Common Stock 11135F101 592724 531 SH SOLE 21 0 510 CHIPOTLE MEXICAN Common Stock 169656105 1214378 531 SH SOLE 231 0 300 THERMO FISHER Common Stock 883556102 358321 675 SH SOLE 300 0 375 AIR PRODUCTS Common Stock 009158106 224087 818 SH SOLE 0 0 818 PALO ALTO Common Stock 697435105 248291 842 SH SOLE 573 0 269 MASTERCARD INC Common Stock 57636Q104 451426 1058 SH SOLE 0 0 1058 LINDE PLC Common Stock G54950103 438300 1067 SH SOLE 0 0 1067 RH Common Stock 74967X103 311298 1068 SH SOLE 635 0 433 HONEYWELL INTL Common Stock 438516106 224836 1072 SH SOLE 75 0 997 DEERE & CO Common Stock 244199105 432980 1083 SH 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ISHARES CORE MF Closed and MF Open 464287226 269049 2711 SH SOLE 0 0 2711 OLLIES BARGAIN Common Stock 681116109 206802 2725 SH SOLE 0 0 2725 VANGUARD RUSSELL MF Closed and MF Open 92206C730 593765 2737 SH SOLE 0 0 2737 KIMBERLY CLARK Common Stock 494368103 345566 2844 SH SOLE 0 0 2844 SCHWAB US MF Closed and MF Open 808524797 218236 2867 SH SOLE 0 0 2867 VANGUARD MEGA MF Closed and MF Open 921910816 762703 2939 SH SOLE 0 0 2939 ONEOK INC Common Stock 682680103 208427 2968 SH SOLE 0 0 2968 ISHARES MSCI MF Closed and MF Open 464288885 297805 3075 SH SOLE 0 0 3075 BLACKSTONE INC Common Stock 09260D107 403054 3079 SH SOLE 0 0 3079 WEC ENERGY Common Stock 92939U106 270269 3211 SH SOLE 0 0 3211 INVESCO DORSEY MF Closed and MF Open 46137V837 275279 3220 SH SOLE 0 0 3220 VANGUARD REAL MF Closed and MF Open 922908553 284701 3222 SH SOLE 0 0 3222 ISHARES TIPS MF Closed and MF Open 464287176 355096 3304 SH SOLE 0 0 3304 FIRST TRUST MF Closed and MF Open 33734Y109 304435 3325 SH SOLE 0 0 3325 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