Keystone Financial Group, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $24.2B, Ishares Trishares 0 3 Mnth Tre with a value of $13.6B, Schwab Strategic Tr Us Dividen with a value of $8.2B, Vanguard Whitehall Fds Intl Di with a value of $7.99B, and Vanguard Dividend Appreciation with a value of $6.91B.

Examining the 13F form we can see an increase of $124B in the current position value.

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 $124 Billion
ETFs: $105 Billion
Financial Services: $4.4 Billion
Technology: $1.27 Billion
Healthcare: $1.21 Billion
Consumer Defensive: $623 Million
Utilities: $533 Million
Industrials: $503 Million
Consumer Cyclical: $113 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 160
  • Current Value $124 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 160 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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