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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.6B
$4.03 Million 0.44% of portfolio
68,383
Q1 2025 Added 550.52%
$0
$3.86 Million 0.42% of portfolio
22,584
Q1 2025 Reduced 20.72%
$0
$3.82 Million 0.41% of portfolio
69,288
Q1 2025 Added 17.74%
$0
$3.68 Million 0.4% of portfolio
92,835
Q1 2025 Reduced 32.33%
$1.39B
$3.73 Million 0.4% of portfolio
74,229
Q1 2025 Reduced 0.09%
$382B
$3.68 Million 0.4% of portfolio
10,044
Q1 2025 Reduced 3.7%
$331B
$3.69 Million 0.4% of portfolio
17,609
Q1 2025 Reduced 1.91%
$0
$3.57 Million 0.39% of portfolio
38,154
Q1 2025 Reduced 11.94%
$58B
$3.5 Million 0.38% of portfolio
53,751
Q1 2025 Reduced 1.79%
$0
$3.44 Million 0.37% of portfolio
6,441
Q1 2025 Reduced 17.97%
$0
$3.29 Million 0.36% of portfolio
90,789
Q1 2025 Reduced 48.71%
$0
$3.25 Million 0.35% of portfolio
52,667
Q1 2025 Reduced 4.55%
$273B
$3.22 Million 0.35% of portfolio
19,258
Q1 2025 Added 14.03%
$0
$3.16 Million 0.34% of portfolio
63,437
Q1 2025 Added 17.62%
$207B
$3.06 Million 0.33% of portfolio
30,972
Q1 2025 Added 3.88%
$0
$3.08 Million 0.33% of portfolio
17,794
Q1 2025 Reduced 2.14%
$0
$2.88 Million 0.31% of portfolio
130,647
Q1 2025 Added 1.99%
$0
$2.91 Million 0.31% of portfolio
56,892
Q1 2025 Reduced 12.67%
$542B
$2.81 Million 0.3% of portfolio
3,009
Q1 2025 Added 3.44%
$283B
$2.75 Million 0.3% of portfolio
17,304
Q1 2025 Reduced 0.17%
$0
$2.73 Million 0.3% of portfolio
26,147
Q1 2025 Added 5.21%
$713B
$2.66 Million 0.29% of portfolio
3,224
Q1 2025 Added 0.34%
$598B
$2.54 Million 0.28% of portfolio
7,241
Q1 2025 Reduced 1.08%
$78.6B
$2.54 Million 0.28% of portfolio
40,064
Q1 2025 Added 6.85%
$0
$2.51 Million 0.27% of portfolio
26,003
Q1 2025 Reduced 2.33%
$0
$2.49 Million 0.27% of portfolio
5,938
Q1 2025 Reduced 13.39%
$0
$2.47 Million 0.27% of portfolio
73,608
Q1 2025 Added 20.63%
$195B
$2.4 Million 0.26% of portfolio
26,706
Q1 2025 Reduced 1.97%
$308B
$2.36 Million 0.26% of portfolio
32,985
Q1 2025 Added 8.88%
$0
$2.29 Million 0.25% of portfolio
39,182
Q1 2025 Added 2.13%
$131B
$2.27 Million 0.25% of portfolio
89,722
Q1 2025 Added 28.76%
$0
$2.34 Million 0.25% of portfolio
25,068
Q1 2025 Reduced 20.34%
$0
$2.32 Million 0.25% of portfolio
35,307
Q1 2025 Reduced 3.34%
$0
$2.17 Million 0.24% of portfolio
43,110
Q1 2025 Added 17.01%
$5.66B
$2.17 Million 0.24% of portfolio
60,441
Q1 2025 Added 1.49%
$271B
$2.15 Million 0.23% of portfolio
24,515
Q1 2025 Added 13.37%
$0
$2.02 Million 0.22% of portfolio
7,965
Q1 2025 Added 3.78%
$0
$2.03 Million 0.22% of portfolio
15,703
Q1 2025 Reduced 6.25%
$0
$2.01 Million 0.22% of portfolio
23,760
Q1 2025 Reduced 9.27%
$0
$1.71 Million 0.19% of portfolio
22,626
Q1 2025 Reduced 6.4%
$4.19B
$1.68 Million 0.18% of portfolio
7,177
Q1 2025 Added 3.03%
$0
$1.65 Million 0.18% of portfolio
21,750
Q1 2025 Reduced 12.45%
$0
$1.64 Million 0.18% of portfolio
7,945
Q1 2025 Reduced 21.56%
$16.8B
$1.65 Million 0.18% of portfolio
30,835
Q1 2025 Added 0.04%
$264B
$1.59 Million 0.17% of portfolio
25,693
Q1 2025 Reduced 0.17%
$0
$1.57 Million 0.17% of portfolio
62,585
Q1 2025 Reduced 4.56%
$0
$1.44 Million 0.16% of portfolio
26,919
Q1 2025 Added 8.39%
$0
$1.51 Million 0.16% of portfolio
45,243
Q1 2025 Added 32.59%
$282B
$1.44 Million 0.16% of portfolio
2,747
Q1 2025 Added 3.9%

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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