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
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