Keystone Financial Group Portfolio Holdings

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025

Keystone Financial Group has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.07 Billion distributed in 441 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $74.2M, Apple Inc. with a value of $72.7M, Eli Lilly & CO with a value of $44.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $36.9M, and Vanguard Total Stock Market Et with a value of $34.9M.

Examining the 13F form we can see an increase of $146M in the current position value, from $922M to 1.07B.

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

Portfolio value $1.07 Billion
ETFs: $523 Million
Technology: $205 Million
Consumer Cyclical: $79.5 Million
Healthcare: $69.8 Million
Financial Services: $66.4 Million
Communication Services: $51.1 Million
Consumer Defensive: $25.8 Million
Industrials: $19.7 Million
Other: $26.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$72.7 Million 6.8% of portfolio
354,157
Q2 2025 Added 2.4%
$608B
$44.3 Million 4.15% of portfolio
56,871
Q2 2025 Added 1,663.99%
$456B
$34.2 Million 3.2% of portfolio
216,428
Q2 2025 Added 1.87%
$367B
$33.9 Million 3.17% of portfolio
248,767
Q2 2025 Added 0.54%
$1.08T
$27.4 Million 2.56% of portfolio
86,226
Q2 2025 Added 2.64%
$3.95T
$24.6 Million 2.3% of portfolio
49,459
Q2 2025 Added 0.19%
$1.78T
$23.3 Million 2.18% of portfolio
31,578
Q2 2025 Added 1.08%
$2.26T
$20.6 Million 1.93% of portfolio
93,963
Q2 2025 Added 2.32%
$621B
$19.3 Million 1.81% of portfolio
39,766
Q2 2025 Added 16.24%
$859B
$15.7 Million 1.47% of portfolio
54,285
Q2 2025 Added 2.53%
$423B
$12.4 Million 1.16% of portfolio
17
Q1 2025 Reduced 22.73%
$282B
$10.8 Million 1.01% of portfolio
76,356
Q2 2025 Added 2.51%
$32.1B
$8.39 Million 0.79% of portfolio
58,163
Q2 2025 Added 2.53%
$452B
$7.13 Million 0.67% of portfolio
46,672
Q2 2025 Added 4.11%
$1.24T
$6.77 Million 0.63% of portfolio
38,171
Q2 2025 Added 1.31%
$203B
$6.55 Million 0.61% of portfolio
226,412
Q2 2025 Added 3.46%
$368B
$5.81 Million 0.54% of portfolio
36,442
Q2 2025 Reduced 0.98%
$152B
$5.53 Million 0.52% of portfolio
24,925
Q2 2025 Added 2.28%
$442B
$5.4 Million 0.51% of portfolio
50,137
Q2 2025 Reduced 0.56%
$139B
$5.31 Million 0.5% of portfolio
25,345
Q2 2025 Added 3.06%
$229B
$5.04 Million 0.47% of portfolio
37,081
Q2 2025 Added 1.0%
$1.21T
$4.98 Million 0.47% of portfolio
28,238
Q2 2025 Reduced 2.56%
$66.3B
$4.61 Million 0.43% of portfolio
54,331
Q2 2025 Added 1.08%
$1.19B
$4.29 Million 0.4% of portfolio
76,481
Q2 2025 Added 3.03%
$545B
$4.19 Million 0.39% of portfolio
3,127
Q2 2025 Added 3.92%
$207B
$4.01 Million 0.37% of portfolio
32,302
Q2 2025 Added 4.29%
$405B
$3.71 Million 0.35% of portfolio
10,115
Q2 2025 Added 0.71%
$351B
$3.39 Million 0.32% of portfolio
18,279
Q2 2025 Added 3.8%
$94.4B
$3.34 Million 0.31% of portfolio
46,979
Q2 2025 Added 17.26%
$302B
$3.11 Million 0.29% of portfolio
21,727
Q2 2025 Added 12.82%
$261B
$3.04 Million 0.28% of portfolio
16,672
Q2 2025 Reduced 3.65%
$281B
$2.89 Million 0.27% of portfolio
29,592
Q2 2025 Added 20.71%
$551B
$2.59 Million 0.24% of portfolio
7,289
Q2 2025 Added 0.66%
$306B
$2.41 Million 0.23% of portfolio
34,078
Q2 2025 Added 3.31%
$138B
$2.31 Million 0.22% of portfolio
95,206
Q2 2025 Added 6.11%
$203B
$2.15 Million 0.2% of portfolio
27,101
Q2 2025 Added 1.48%
$202B
$2.11 Million 0.2% of portfolio
16,015
Q2 2025 Reduced 49.97%
$127B
$2.07 Million 0.19% of portfolio
7,495
Q2 2025 Reduced 1.08%
$93.6B
$1.84 Million 0.17% of portfolio
3,616
Q2 2025 Added 25.91%
$52.5B
$1.72 Million 0.16% of portfolio
8,384
Q2 2025 Added 4.89%
$306B
$1.65 Million 0.15% of portfolio
6,394
Q2 2025 Added 0.25%
$293B
$1.57 Million 0.15% of portfolio
22,580
Q2 2025 Reduced 12.12%
$53.7B
$1.55 Million 0.15% of portfolio
85,579
Q2 2025 Added 20.25%
$64.4B
$1.47 Million 0.14% of portfolio
5,745
Q2 2025 Reduced 0.21%
$79.3B
$1.45 Million 0.14% of portfolio
8,711
Q2 2025 Added 5.22%
$17.2B
$1.49 Million 0.14% of portfolio
31,822
Q2 2025 Added 3.2%
$210B
$1.53 Million 0.14% of portfolio
5,188
Q2 2025 Added 15.16%
$5.63B
$1.47 Million 0.14% of portfolio
7,764
Q2 2025 Added 8.18%
$381B
$1.34 Million 0.13% of portfolio
28,410
Q2 2025 Added 0.54%

Summary

  • Portfolio
  • No. of Stocks 441
  • Current Value $1.07 Billion
  • Prior Value $922 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 50 stocks
  • Additional Purchases 216 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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