Keystone Financial Group Portfolio Holdings

Keystone Financial Group

  • $1.21 Billion
  • Q3 2025

Keystone Financial Group has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 442 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 $109M, Apple Inc. with a value of $92.6M, Palantir Technologies Inc. with a value of $47.3M, Nvidia Corp with a value of $41M, and Tesla, Inc. with a value of $40.8M.

Examining the 13F form we can see an increase of $41M in the current position value, from $1.17B to 1.21B.

Below you can find more details about Keystone Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
ETFs: $600 Million
Technology: $266 Million
Consumer Cyclical: $97.1 Million
Financial Services: $74.1 Million
Communication Services: $59.9 Million
Healthcare: $32.5 Million
Consumer Defensive: $28.9 Million
Industrials: $21.4 Million
Other: $29.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.56 Million 0.38% of portfolio
84,588
Q3 2025 Added 24.15%
$414B
$4.55 Million 0.38% of portfolio
19,672
Q3 2025 Added 7.62%
$279B
$4.11 Million 0.34% of portfolio
39,839
Q3 2025 Added 34.63%
$367B
$4.03 Million 0.33% of portfolio
9,944
Q3 2025 Reduced 1.69%
$0
$3.94 Million 0.33% of portfolio
20,274
Q3 2025 Added 1.7%
$193B
$4.05 Million 0.33% of portfolio
35,357
Q3 2025 Added 9.46%
$303B
$3.89 Million 0.32% of portfolio
25,040
Q3 2025 Added 15.25%
$0
$3.88 Million 0.32% of portfolio
116,084
Q3 2025 Reduced 4.33%
$79.2B
$3.73 Million 0.31% of portfolio
53,485
Q3 2025 Added 13.85%
$0
$3.69 Million 0.3% of portfolio
71,940
Q3 2025 Reduced 3.46%
$0
$3.61 Million 0.3% of portfolio
37,953
Q3 2025 Reduced 4.59%
$875M
$3.53 Million 0.29% of portfolio
89,974
Q3 2025 Added 17.64%
$49.1B
$3.5 Million 0.29% of portfolio
2,917
Q3 2025 Reduced 6.72%
$0
$3.57 Million 0.29% of portfolio
18,833
Q3 2025 Added 3.55%
$0
$3.46 Million 0.29% of portfolio
154,060
Q3 2025 Added 8.37%
$0
$3.46 Million 0.29% of portfolio
50,757
Q3 2025 Added 0.05%
$0
$3.21 Million 0.26% of portfolio
57,969
Q3 2025 Added 6.06%
$237B
$3.14 Million 0.26% of portfolio
19,382
Q3 2025 Added 16.25%
$0
$2.98 Million 0.25% of portfolio
26,968
Q3 2025 Added 1.28%
$0
$2.96 Million 0.24% of portfolio
24,892
Q3 2025 Added 6.89%
$971B
$2.86 Million 0.24% of portfolio
3,742
Q3 2025 Reduced 93.42%
$0
$2.81 Million 0.23% of portfolio
9,310
Q3 2025 Added 3.85%
$6.99B
$2.83 Million 0.23% of portfolio
70,097
Q3 2025 Added 706.27%
$204B
$2.66 Million 0.22% of portfolio
18,966
Q3 2025 Added 18.43%
$0
$2.61 Million 0.22% of portfolio
38,834
Q3 2025 Added 6.95%
$0
$2.63 Million 0.22% of portfolio
5,662
Q3 2025 Added 1.45%
$533B
$2.49 Million 0.21% of portfolio
7,300
Q3 2025 Added 0.15%
$139B
$2.54 Million 0.21% of portfolio
7,686
Q3 2025 Added 2.55%
$0
$2.4 Million 0.2% of portfolio
23,213
Q3 2025 Added 3.05%
$115B
$2.35 Million 0.19% of portfolio
4,783
Q3 2025 Added 32.27%
$0
$2.29 Million 0.19% of portfolio
26,239
Q3 2025 Added 14.81%
$0
$2.26 Million 0.19% of portfolio
16,051
Q3 2025 Added 0.46%
$0
$2.35 Million 0.19% of portfolio
3,944
Q3 2025 Reduced 38.49%
$9.4B
$2.3 Million 0.19% of portfolio
37,425
Q3 2025 Added 27.13%
$306B
$2.36 Million 0.19% of portfolio
35,610
Q3 2025 Added 4.5%
$141B
$2.15 Million 0.18% of portfolio
84,217
Q3 2025 Reduced 11.54%
$0
$2.21 Million 0.18% of portfolio
33,050
Q3 2025 Reduced 2.52%
$0
$2.18 Million 0.18% of portfolio
24,407
Q3 2025 Added 2.86%
$0
$2.2 Million 0.18% of portfolio
55,695
Q3 2025 Added 5.53%
$0
$2.03 Million 0.17% of portfolio
39,975
Q3 2025 Reduced 11.37%
$0
$2.1 Million 0.17% of portfolio
47,904
Q3 2025 Added 90.18%
$0
$2.09 Million 0.17% of portfolio
2,796
Q3 2025 Added 39.73%
$0
$2.01 Million 0.17% of portfolio
22,056
Q3 2025 Reduced 2.42%
$235B
$2.07 Million 0.17% of portfolio
24,652
Q3 2025 Reduced 9.04%
$61.4B
$2.04 Million 0.17% of portfolio
10,032
Q3 2025 Added 19.66%
$328B
$1.91 Million 0.16% of portfolio
6,351
Q3 2025 Reduced 0.67%
$3.54B
$1.99 Million 0.16% of portfolio
9,810
Q3 2025 Added 26.35%
$0
$1.94 Million 0.16% of portfolio
22,299
Q3 2025 Reduced 0.66%
$0
$1.9 Million 0.16% of portfolio
6,740
Q3 2025 Reduced 2.25%

Summary

  • Portfolio
  • No. of Stocks 442
  • Current Value $1.21 Billion
  • Prior Value $1.17 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 53 stocks
  • Additional Purchases 229 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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