Keystone Financial Group Portfolio Holdings

Keystone Financial Group

  • $922 Million
  • Q1 2025

Keystone Financial Group has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $922 Million distributed in 405 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $76.8M, Spdr S&P 500 ETF Trust with a value of $70.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $39.1M, Spdr Portfolio with a value of $30.4M, and Vanguard Total Stock Market Et with a value of $29.7M.

Examining the 13F form we can see an decrease of $50.2M in the current position value, from $973M to 922M.

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

Portfolio value $922 Million
ETFs: $481 Million
Technology: $166 Million
Consumer Cyclical: $69.7 Million
Financial Services: $62.9 Million
Communication Services: $41.8 Million
Healthcare: $29.5 Million
Consumer Defensive: $27.2 Million
Industrials: $16.3 Million
Other: $26.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$76.8 Million 8.33% of portfolio
345,846
Q1 2025 Reduced 3.97%
$0
$70.3 Million 7.62% of portfolio
125,601
Q1 2025 Added 0.49%
$0
$39.1 Million 4.24% of portfolio
594,190
Q1 2025 Reduced 4.42%
$0
$30.4 Million 3.3% of portfolio
378,393
Q1 2025 Reduced 1.67%
$0
$29.7 Million 3.22% of portfolio
107,910
Q1 2025 Added 1.42%
$342B
$23 Million 2.5% of portfolio
212,450
Q1 2025 Added 0.9%
$1.08T
$21.8 Million 2.36% of portfolio
84,010
Q1 2025 Added 0.78%
$259B
$20.9 Million 2.26% of portfolio
247,439
Q1 2025 Added 1.74%
$3.44T
$18.5 Million 2.01% of portfolio
49,364
Q1 2025 Added 0.5%
$656B
$18.2 Million 1.98% of portfolio
34,211
Q1 2025 Added 3.38%
$0
$18.3 Million 1.98% of portfolio
324,131
Q1 2025 Added 8.34%
$1.46T
$18 Million 1.95% of portfolio
31,240
Q1 2025 Added 0.48%
$2.11T
$17.5 Million 1.89% of portfolio
91,828
Q1 2025 Reduced 0.67%
$0
$17.1 Million 1.85% of portfolio
350,350
Q1 2025 Added 3.08%
$0
$16.9 Million 1.83% of portfolio
32,828
Q1 2025 Reduced 2.33%
$453B
$13.6 Million 1.47% of portfolio
17
Q1 2025 Reduced 22.73%
$0
$10.5 Million 1.14% of portfolio
60,933
Q1 2025 Reduced 5.23%
$0
$9.77 Million 1.06% of portfolio
132,975
Q1 2025 Added 5.18%
$0
$8.64 Million 0.94% of portfolio
18,428
Q1 2025 Added 2.96%
$0
$7.72 Million 0.84% of portfolio
191,720
Q1 2025 Reduced 0.35%
$185B
$7.65 Million 0.83% of portfolio
74,485
Q1 2025 Added 1.57%
$406B
$7.43 Million 0.81% of portfolio
44,828
Q1 2025 Added 3.01%
$0
$6.94 Million 0.75% of portfolio
12,352
Q1 2025 Added 6.25%
$398B
$6.27 Million 0.68% of portfolio
36,803
Q1 2025 Reduced 10.22%
$0
$6.2 Million 0.67% of portfolio
16,718
Q1 2025 Reduced 0.8%
$230B
$6.15 Million 0.67% of portfolio
19,704
Q1 2025 Added 0.93%
$199B
$6.19 Million 0.67% of portfolio
218,833
Q1 2025 Added 0.85%
$429B
$6 Million 0.65% of portfolio
50,419
Q1 2025 Reduced 1.98%
$1.04T
$5.89 Million 0.64% of portfolio
37,679
Q1 2025 Reduced 0.47%
$0
$5.82 Million 0.63% of portfolio
84,924
Q1 2025 Reduced 2.54%
$140B
$5.68 Million 0.62% of portfolio
24,369
Q1 2025 Added 1.32%
$0
$5.6 Million 0.61% of portfolio
121,758
Q1 2025 Added 417.81%
$0
$5.47 Million 0.59% of portfolio
30,040
Q1 2025 Reduced 3.62%
$0
$5 Million 0.54% of portfolio
183,317
Q1 2025 Added 27.32%
$234B
$4.87 Million 0.53% of portfolio
36,715
Q1 2025 Added 0.22%
$0
$4.87 Million 0.53% of portfolio
164,101
Q1 2025 Reduced 35.5%
$0
$4.75 Million 0.52% of portfolio
23,507
Q1 2025 Added 0.71%
$0
$4.79 Million 0.52% of portfolio
14,307
Q1 2025 Added 0.14%
$24.6B
$4.82 Million 0.52% of portfolio
56,728
Q1 2025 Added 1.71%
$180B
$4.8 Million 0.52% of portfolio
32,012
Q1 2025 Added 82.84%
$0
$4.63 Million 0.5% of portfolio
266,403
Q1 2025 Added 3.39%
$0
$4.55 Million 0.49% of portfolio
17,578
Q1 2025 Reduced 0.71%
$1.03T
$4.48 Million 0.49% of portfolio
28,979
Q1 2025 Added 2.58%
$0
$4.46 Million 0.48% of portfolio
20,111
Q1 2025 Reduced 0.59%
$0
$4.33 Million 0.47% of portfolio
171,520
Q1 2025 Added 519.09%
$0
$4.24 Million 0.46% of portfolio
34,744
Q1 2025 Reduced 1.66%
$0
$4.23 Million 0.46% of portfolio
195,731
Q1 2025 Added 3.62%
$126B
$4.19 Million 0.45% of portfolio
24,592
Q1 2025 Added 1.97%
$0
$4.06 Million 0.44% of portfolio
22,065
Q1 2025 Added 1.46%

Summary

  • Portfolio
  • No. of Stocks 405
  • Current Value $922 Million
  • Prior Value $973 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 155 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 189 stocks
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