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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.4 Million 0.41% of portfolio
23,314
Q2 2025 Added 5.66%
$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%
$53.5B
$3.9 Million 0.36% of portfolio
62,463
Q2 2025 Reduced 8.66%
$0
$3.86 Million 0.36% of portfolio
121,335
Q2 2025 Reduced 26.06%
$0
$3.81 Million 0.36% of portfolio
74,515
Q2 2025 New
$0
$3.73 Million 0.35% of portfolio
39,779
Q2 2025 Added 4.26%
$405B
$3.71 Million 0.35% of portfolio
10,115
Q2 2025 Added 0.71%
$0
$3.63 Million 0.34% of portfolio
6,412
Q2 2025 Reduced 0.45%
$0
$3.64 Million 0.34% of portfolio
19,936
Q2 2025 Reduced 11.73%
$0
$3.57 Million 0.33% of portfolio
68,136
Q2 2025 Added 7.41%
$351B
$3.39 Million 0.32% of portfolio
18,279
Q2 2025 Added 3.8%
$0
$3.31 Million 0.31% of portfolio
18,187
Q2 2025 Added 2.21%
$94.4B
$3.34 Million 0.31% of portfolio
46,979
Q2 2025 Added 17.26%
$0
$3.24 Million 0.3% of portfolio
50,732
Q2 2025 Reduced 3.67%
$302B
$3.11 Million 0.29% of portfolio
21,727
Q2 2025 Added 12.82%
$0
$3.04 Million 0.28% of portfolio
28,980
Q2 2025 Added 1.35%
$261B
$3.04 Million 0.28% of portfolio
16,672
Q2 2025 Reduced 3.65%
$0
$2.86 Million 0.27% of portfolio
54,655
Q2 2025 Reduced 3.93%
$281B
$2.89 Million 0.27% of portfolio
29,592
Q2 2025 Added 20.71%
$0
$2.7 Million 0.25% of portfolio
26,628
Q2 2025 Added 2.4%
$0
$2.52 Million 0.24% of portfolio
8,965
Q2 2025 Added 12.55%
$551B
$2.59 Million 0.24% of portfolio
7,289
Q2 2025 Added 0.66%
$0
$2.55 Million 0.24% of portfolio
23,288
Q2 2025 Reduced 10.93%
$306B
$2.41 Million 0.23% of portfolio
34,078
Q2 2025 Added 3.31%
$0
$2.46 Million 0.23% of portfolio
5,581
Q2 2025 Reduced 6.01%
$0
$2.32 Million 0.22% of portfolio
65,650
Q2 2025 Reduced 10.81%
$138B
$2.31 Million 0.22% of portfolio
95,206
Q2 2025 Added 6.11%
$0
$2.25 Million 0.21% of portfolio
45,102
Q2 2025 Added 4.62%
$0
$2.28 Million 0.21% of portfolio
36,309
Q2 2025 Reduced 7.33%
$203B
$2.15 Million 0.2% of portfolio
27,101
Q2 2025 Added 1.48%
$0
$2.13 Million 0.2% of portfolio
15,978
Q2 2025 Added 1.75%
$202B
$2.11 Million 0.2% of portfolio
16,015
Q2 2025 Reduced 49.97%
$0
$2.16 Million 0.2% of portfolio
33,906
Q2 2025 Reduced 3.97%
$0
$1.99 Million 0.19% of portfolio
22,603
Q2 2025 Reduced 4.87%
$0
$2.01 Million 0.19% of portfolio
23,729
Q2 2025 Reduced 5.34%
$127B
$2.07 Million 0.19% of portfolio
7,495
Q2 2025 Reduced 1.08%
$0
$2.08 Million 0.19% of portfolio
22,526
Q2 2025 Added 3.57%
$0
$1.9 Million 0.18% of portfolio
35,409
Q2 2025 Added 31.54%
$0
$1.95 Million 0.18% of portfolio
52,778
Q2 2025 Added 16.65%
$0
$1.91 Million 0.18% of portfolio
22,854
Q2 2025 Added 1.01%
$0
$1.83 Million 0.17% of portfolio
22,447
Q2 2025 Added 73.03%
$93.6B
$1.84 Million 0.17% of portfolio
3,616
Q2 2025 Added 25.91%
$0
$1.75 Million 0.16% of portfolio
6,895
Q2 2025 Reduced 13.22%
$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%
$0
$1.59 Million 0.15% of portfolio
54,387
Q2 2025 Reduced 13.1%
$293B
$1.57 Million 0.15% of portfolio
22,580
Q2 2025 Reduced 12.12%

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
Track This Portfolio

Track Keystone Financial Group Portfolio

Follow Keystone Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email