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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$446,000 0.05% of portfolio
9,001
Q1 2025 Added 27.44%
$0
$448,000 0.05% of portfolio
4,390
Q1 2025 Reduced 5.0%
$0
$453,000 0.05% of portfolio
14,754
Q1 2025 Added 114.07%
$0
$455,000 0.05% of portfolio
14,764
Q1 2025 Added 15.51%
$0
$464,000 0.05% of portfolio
20,208
Q1 2025 Reduced 14.41%
$0
$464,000 0.05% of portfolio
5,685
Q1 2025 Reduced 11.97%
$0
$446,000 0.05% of portfolio
9,780
Q1 2025 Added 4.67%
$0
$444,000 0.05% of portfolio
9,480
Q1 2025 Added 2.3%
$0
$437,000 0.05% of portfolio
15,370
Q1 2025 Added 1.02%
$0
$433,000 0.05% of portfolio
16,416
Q1 2025 Reduced 5.79%
$0
$427,000 0.05% of portfolio
7,803
Q1 2025 Reduced 1.61%
$0
$443,000 0.05% of portfolio
15,182
Q1 2025 Added 10.17%
$0
$426,000 0.05% of portfolio
11,736
Q1 2025 Reduced 2.01%
$18.6B
$491,000 0.05% of portfolio
15,849
Q1 2025 Reduced 2.21%
$0
$474,000 0.05% of portfolio
2,457
Q1 2025 Reduced 5.39%
$0
$378,000 0.04% of portfolio
1,703
Q3 2024 Added 0.65%
$0
$372,000 0.04% of portfolio
17,992
Q1 2025 Added 15.39%
$0
$346,000 0.04% of portfolio
4,628
Q1 2025 Reduced 10.81%
$0
$360,000 0.04% of portfolio
6,209
Q1 2025 Reduced 0.32%
$0
$360,000 0.04% of portfolio
1,933
Q1 2025 Reduced 9.21%
$0
$352,000 0.04% of portfolio
2,047
Q3 2024 Reduced 4.89%
$0
$361,000 0.04% of portfolio
6,968
Q1 2025 Reduced 4.17%
$0
$351,000 0.04% of portfolio
7,060
Q1 2025 Reduced 2.97%
$0
$325,000 0.04% of portfolio
4,913
Q1 2025 Reduced 17.64%
$0
$335,000 0.04% of portfolio
7,290
Q1 2025 Reduced 18.21%
$0
$343,000 0.04% of portfolio
3,699
Q1 2025 Added 4.05%
$0
$347,000 0.04% of portfolio
7,117
Q1 2025 Added 44.8%
$0
$349,000 0.04% of portfolio
4,672
Q1 2025 Reduced 51.52%
$0
$349,000 0.04% of portfolio
4,011
Q1 2025 Reduced 18.49%
$0
$333,000 0.04% of portfolio
2,609
Q1 2025 Reduced 2.65%
$0
$386,000 0.04% of portfolio
3,319
Q1 2025 Reduced 1.16%
$0
$411,000 0.04% of portfolio
5,286
Q1 2025 Reduced 0.43%
$0
$403,000 0.04% of portfolio
5,927
Q1 2025 Reduced 4.45%
$0
$400,000 0.04% of portfolio
11,393
Q1 2025 Reduced 9.4%
$0
$273,000 0.03% of portfolio
3,024
Q1 2025 Reduced 7.66%
$0
$260,000 0.03% of portfolio
9,309
Q1 2025 Added 1.33%
$0
$290,000 0.03% of portfolio
6,600
Q1 2025 Reduced 1.49%
$0
$290,000 0.03% of portfolio
3,000
Q1 2025 Added 6.01%
$0
$286,000 0.03% of portfolio
17,511
Q1 2025 Reduced 4.47%
$0
$282,000 0.03% of portfolio
4,969
Q1 2025 Reduced 0.4%
$0
$282,000 0.03% of portfolio
3,958
Q3 2024 Added 0.51%
$0
$281,000 0.03% of portfolio
6,903
Q1 2025 Added 16.9%
$0
$259,000 0.03% of portfolio
2,358
Q1 2025 Added 0.08%
$0
$241,000 0.03% of portfolio
3,529
Q1 2025 Reduced 56.69%
$0
$244,000 0.03% of portfolio
8,321
Q1 2025 Reduced 16.03%
$0
$244,000 0.03% of portfolio
677
Q3 2024 Reduced 0.44%
$0
$247,000 0.03% of portfolio
10,575
Q3 2024 Reduced 58.72%
$0
$249,000 0.03% of portfolio
3,570
Q1 2025 Reduced 1.54%
$0
$252,000 0.03% of portfolio
1,034
Q1 2025 Reduced 5.83%

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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