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
$59B
$1.36 Million 0.15% of portfolio
7,993
Q1 2025 Added 2.29%
$57.4B
$1.36 Million 0.15% of portfolio
5,757
Q1 2025 Reduced 1.24%
$272B
$1.28 Million 0.14% of portfolio
6,378
Q1 2025 Reduced 4.78%
$104B
$1.27 Million 0.14% of portfolio
7,577
Q1 2025 Added 0.84%
$0
$1.26 Million 0.14% of portfolio
13,985
Q1 2025 Added 2.34%
$71.6B
$1.25 Million 0.14% of portfolio
11,338
Q1 2025 Added 5.44%
$89.9B
$1.28 Million 0.14% of portfolio
10,498
Q1 2025 Added 1.66%
$0
$1.28 Million 0.14% of portfolio
28,757
Q1 2025 Added 18.56%
$0
$1.29 Million 0.14% of portfolio
22,051
Q1 2025 Reduced 1.16%
$126B
$1.27 Million 0.14% of portfolio
2,838
Q1 2025 Added 9.62%
$159B
$1.31 Million 0.14% of portfolio
22,040
Q1 2025 Added 0.84%
$55.3B
$1.32 Million 0.14% of portfolio
71,166
Q1 2025 New
$81.9B
$1.2 Million 0.13% of portfolio
8,152
Q1 2025 Reduced 1.28%
$80.8B
$1.21 Million 0.13% of portfolio
8,279
Q1 2025 Reduced 0.37%
$358B
$1.18 Million 0.13% of portfolio
28,258
Q1 2025 Reduced 4.35%
$97.5B
$1.16 Million 0.13% of portfolio
12,607
Q1 2025 Reduced 3.34%
$0
$1.25 Million 0.13% of portfolio
9,802
Q1 2025 Reduced 1.2%
$467B
$1.2 Million 0.13% of portfolio
1,274
Q1 2025 Added 21.33%
$68.5B
$1.23 Million 0.13% of portfolio
36,113
Q1 2025 New
$35.5B
$1.15 Million 0.12% of portfolio
58,967
Q1 2025 Added 4.56%
$184B
$1.15 Million 0.12% of portfolio
25,255
Q1 2025 Added 3.2%
$167B
$1.07 Million 0.12% of portfolio
6,946
Q1 2025 Added 2.69%
$0
$1.14 Million 0.12% of portfolio
22,011
Q1 2025 Added 3.91%
$0
$1.14 Million 0.12% of portfolio
9,009
Q1 2025 Added 0.84%
$0
$1.12 Million 0.12% of portfolio
8,552
Q1 2025 Reduced 27.78%
$238B
$1.12 Million 0.12% of portfolio
4,505
Q1 2025 Reduced 5.12%
$0
$1.11 Million 0.12% of portfolio
12,418
Q1 2025 Reduced 0.62%
$139B
$1.08 Million 0.12% of portfolio
15,228
Q1 2025 Added 1.85%
$0
$1.03 Million 0.11% of portfolio
3,350
Q1 2025 Reduced 2.59%
$52.8B
$1.01 Million 0.11% of portfolio
9,283
Q1 2025 Added 0.23%
$2.73B
$969,000 0.11% of portfolio
24,791
Q1 2025 Added 31.05%
$0
$1.02 Million 0.11% of portfolio
12,973
Q1 2025 Reduced 19.15%
$0
$984,000 0.11% of portfolio
19,378
Q1 2025 Reduced 2.2%
$0
$1 Million 0.11% of portfolio
6,861
Q1 2025 Reduced 3.64%
$105B
$1.01 Million 0.11% of portfolio
2,872
Q1 2025 Added 35.09%
$6.88B
$1.06 Million 0.11% of portfolio
9,116
Q1 2025 Reduced 1.29%
$0
$1.06 Million 0.11% of portfolio
5,615
Q1 2025 Added 10.16%
$53B
$1.05 Million 0.11% of portfolio
8,825
Q1 2025 Reduced 0.06%
$15.4B
$1.05 Million 0.11% of portfolio
31,567
Q1 2025 Reduced 1.45%
$149B
$894,000 0.1% of portfolio
7,343
Q1 2025 Reduced 1.63%
$91B
$942,000 0.1% of portfolio
2,166
Q1 2025 Added 29.01%
$0
$889,000 0.1% of portfolio
7,804
Q1 2025 Reduced 2.68%
$456B
$887,000 0.1% of portfolio
6,351
Q1 2025 Reduced 1.87%
$0
$886,000 0.1% of portfolio
14,622
Q1 2025 Added 0.28%
$75.3B
$883,000 0.1% of portfolio
3,561
Q1 2025 Added 0.03%
$0
$880,000 0.1% of portfolio
39,785
Q1 2025 Reduced 1.05%
$57.2B
$903,000 0.1% of portfolio
3,706
Q1 2025 Reduced 0.13%
$0
$946,000 0.1% of portfolio
9,569
Q1 2025 Reduced 46.25%
$47.2B
$947,000 0.1% of portfolio
16,904
Q1 2025 Added 32.75%

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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