Keystone Financial Group has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 177 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $46.8M, Microsoft Corp with a value of $20.3M, Nvidia Corp with a value of $18.8M, Berkshire Hathaway Inc Class B with a value of $14.2M, and Berkshire Hathaway Inc with a value of $11.7M.
Examining the 13F form we can see an increase of $22.3M in the current position value, from $274M to 296M.
Below you can find more details about Keystone Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
Technology: $113 Million
Financial Services: $41 Million
Consumer Cyclical: $34.7 Million
Healthcare: $25 Million
Communication Services: $23.6 Million
Consumer Defensive: $22.7 Million
Industrials: $12.5 Million
Energy: $11.8 Million
Other: $12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
