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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$195B
$6.19 Million 0.67% of portfolio
218,833
Q1 2025 Added 0.85%
$141B
$5.68 Million 0.62% of portfolio
24,369
Q1 2025 Added 1.32%
$30.3B
$4.82 Million 0.52% of portfolio
56,728
Q1 2025 Added 1.71%
$136B
$4.19 Million 0.45% of portfolio
24,592
Q1 2025 Added 1.97%
$65.2B
$3.5 Million 0.38% of portfolio
53,751
Q1 2025 Reduced 1.79%
$95B
$2.54 Million 0.28% of portfolio
40,064
Q1 2025 Added 6.85%
$141B
$2.27 Million 0.25% of portfolio
89,722
Q1 2025 Added 28.76%
$18.7B
$1.65 Million 0.18% of portfolio
30,835
Q1 2025 Added 0.04%
$58.9B
$1.36 Million 0.15% of portfolio
7,993
Q1 2025 Added 2.29%
$64.9B
$1.36 Million 0.15% of portfolio
5,757
Q1 2025 Reduced 1.24%
$113B
$1.27 Million 0.14% of portfolio
7,577
Q1 2025 Added 0.84%
$73.8B
$1.25 Million 0.14% of portfolio
11,338
Q1 2025 Added 5.44%
$93B
$1.28 Million 0.14% of portfolio
10,498
Q1 2025 Added 1.66%
$108B
$1.27 Million 0.14% of portfolio
2,838
Q1 2025 Added 9.62%
$153B
$1.31 Million 0.14% of portfolio
22,040
Q1 2025 Added 0.84%
$53.5B
$1.32 Million 0.14% of portfolio
71,166
Q1 2025 New
$87.4B
$1.21 Million 0.13% of portfolio
8,279
Q1 2025 Reduced 0.37%
$104B
$1.16 Million 0.13% of portfolio
12,607
Q1 2025 Reduced 3.34%
$68.2B
$1.23 Million 0.13% of portfolio
36,113
Q1 2025 New
$37.2B
$1.15 Million 0.12% of portfolio
58,967
Q1 2025 Added 4.56%
$180B
$1.15 Million 0.12% of portfolio
25,255
Q1 2025 Added 3.2%
$177B
$1.07 Million 0.12% of portfolio
6,946
Q1 2025 Added 2.69%
$152B
$1.08 Million 0.12% of portfolio
15,228
Q1 2025 Added 1.85%
$56.6B
$1.01 Million 0.11% of portfolio
9,283
Q1 2025 Added 0.23%
$101B
$1.01 Million 0.11% of portfolio
2,872
Q1 2025 Added 35.09%
$55.7B
$1.05 Million 0.11% of portfolio
8,825
Q1 2025 Reduced 0.06%
$20B
$1.05 Million 0.11% of portfolio
31,567
Q1 2025 Reduced 1.45%
$146B
$894,000 0.1% of portfolio
7,343
Q1 2025 Reduced 1.63%
$67.5B
$942,000 0.1% of portfolio
2,166
Q1 2025 Added 29.01%
$79.9B
$883,000 0.1% of portfolio
3,561
Q1 2025 Added 0.03%
$60.3B
$903,000 0.1% of portfolio
3,706
Q1 2025 Reduced 0.13%
$48.7B
$947,000 0.1% of portfolio
16,904
Q1 2025 Added 32.75%
$91.5B
$964,000 0.1% of portfolio
21,765
Q1 2025 Added 40.84%
$153B
$835,000 0.09% of portfolio
1,781
Q1 2025 Reduced 0.89%
$60.1B
$824,000 0.09% of portfolio
7,871
Q1 2025 Reduced 2.86%
$51.7B
$810,000 0.09% of portfolio
3,537
Q3 2024 Added 8.82%
$52B
$708,000 0.08% of portfolio
10,460
Q1 2025 Reduced 5.75%
$117B
$737,000 0.08% of portfolio
17,829
Q1 2025 Added 0.76%
$74.1B
$616,000 0.07% of portfolio
20,935
Q1 2025 Reduced 2.04%
$107B
$653,000 0.07% of portfolio
10,886
Q1 2025 Added 14.79%
$36.1B
$629,000 0.07% of portfolio
6,341
Q1 2025 Added 134.07%
$20.4B
$615,000 0.07% of portfolio
135,895
Q1 2025 Added 794.05%
$18.1B
$605,000 0.07% of portfolio
39,416
Q1 2025 Reduced 1.84%
$93.2B
$576,000 0.06% of portfolio
2,492
Q1 2025 Reduced 4.37%
$62.5B
$560,000 0.06% of portfolio
2,120
Q1 2025 Added 0.14%
$120B
$537,000 0.06% of portfolio
3,845
Q1 2025 Added 4.88%
$68.6B
$531,000 0.06% of portfolio
12,581
Q1 2025 Added 13.81%
$79.9B
$586,000 0.06% of portfolio
6,989
Q1 2025 Added 7.76%
$27.2B
$422,000 0.05% of portfolio
5,121
Q3 2024 Added 96.35%

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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