Keystone Financial Group, Inc. Portfolio Holdings

Keystone Financial Group, Inc.

  • $157 Billion
  • Q2 2025

Keystone Financial Group, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $27.4B, Ishares Trishares 0 3 Mnth Tre with a value of $18.2B, Schwab Strategic Tr Us Dividen with a value of $9.61B, Vanguard Malvern Fds with a value of $9.6B, and Vanguard Whitehall Fds Intl Di with a value of $9.02B.

Examining the 13F form we can see an increase of $15B in the current position value, from $142B to 157B.

Keystone Financial Group, Inc. is based out at Atlanta, GA

Below you can find more details about Keystone Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $118 Billion
Financial Services: $4.99 Billion
Technology: $1.59 Billion
Healthcare: $936 Million
Utilities: $677 Million
Industrials: $459 Million
Consumer Defensive: $218 Million
Consumer Cyclical: $88.4 Million
Other: $102 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $157 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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