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 $300 Millions to $2 Billions
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