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
$0
$411,000 0.04% of portfolio
5,286
Q1 2025 Reduced 0.43%
$36.7B
$411,000 0.04% of portfolio
2,391
Q1 2025 Reduced 14.45%
$57.1B
$407,000 0.04% of portfolio
1,967
Q1 2025 Reduced 7.87%
$0
$403,000 0.04% of portfolio
5,927
Q1 2025 Reduced 4.45%
$264B
$402,000 0.04% of portfolio
1,498
Q1 2025 Reduced 0.53%
$0
$400,000 0.04% of portfolio
11,393
Q1 2025 Reduced 9.4%
$0
$399,000 0.04% of portfolio
19,071
Q1 2025 Reduced 3.78%
$110B
$399,000 0.04% of portfolio
587
Q1 2025 Added 0.69%
$83.3B
$274,000 0.03% of portfolio
12,100
Q1 2025 Reduced 0.18%
$0
$273,000 0.03% of portfolio
3,024
Q1 2025 Reduced 7.66%
$29.1B
$273,000 0.03% of portfolio
3,181
Q1 2025 Added 0.25%
$52.6B
$273,000 0.03% of portfolio
6,643
Q1 2025 Reduced 2.28%
$102B
$269,000 0.03% of portfolio
1,336
Q1 2025 Added 16.48%
$2.35B
$268,000 0.03% of portfolio
4,003
Q3 2024 Reduced 63.55%
$41.3B
$268,000 0.03% of portfolio
2,167
Q3 2024 Added 141.76%
$71.2B
$267,000 0.03% of portfolio
2,441
Q1 2025 Reduced 7.71%
$206B
$275,000 0.03% of portfolio
505
Q1 2025 Added 10.26%
$192B
$280,000 0.03% of portfolio
732
Q1 2025 Reduced 6.51%
$0
$290,000 0.03% of portfolio
6,600
Q1 2025 Reduced 1.49%
$0
$290,000 0.03% of portfolio
3,000
Q1 2025 Added 6.01%
$0
$286,000 0.03% of portfolio
17,511
Q1 2025 Reduced 4.47%
$48.4B
$285,000 0.03% of portfolio
6,823
Q1 2025 Reduced 1.34%
$0
$282,000 0.03% of portfolio
4,969
Q1 2025 Reduced 0.4%
$81.1B
$284,000 0.03% of portfolio
2,951
Q1 2025 New
$0
$282,000 0.03% of portfolio
3,958
Q3 2024 Added 0.51%
$90.6B
$282,000 0.03% of portfolio
8,353
Q1 2025 Reduced 3.97%
$0
$281,000 0.03% of portfolio
6,903
Q1 2025 Added 16.9%
$0
$259,000 0.03% of portfolio
2,358
Q1 2025 Added 0.08%
$202B
$259,000 0.03% of portfolio
1,959
Q1 2025 Added 9.56%
$0
$241,000 0.03% of portfolio
3,529
Q1 2025 Reduced 56.69%
$0
$244,000 0.03% of portfolio
8,321
Q1 2025 Reduced 16.03%
$0
$244,000 0.03% of portfolio
677
Q3 2024 Reduced 0.44%
$304B
$245,000 0.03% of portfolio
1,858
Q1 2025 New
$0
$247,000 0.03% of portfolio
10,575
Q3 2024 Reduced 58.72%
$52.2B
$237,000 0.03% of portfolio
1,248
Q1 2025 Reduced 18.43%
$68B
$248,000 0.03% of portfolio
1,210
Q1 2025 Reduced 38.17%
$0
$249,000 0.03% of portfolio
3,570
Q1 2025 Reduced 1.54%
$0
$252,000 0.03% of portfolio
1,034
Q1 2025 Reduced 5.83%
$0
$241,000 0.03% of portfolio
6,389
Q1 2025 New
$2.29B
$238,000 0.03% of portfolio
63,297
Q1 2025 New
$71.2B
$257,000 0.03% of portfolio
1,466
Q1 2025 New
$0
$231,000 0.03% of portfolio
5,725
Q1 2025 Reduced 1.72%
$1.46B
$256,000 0.03% of portfolio
32,408
Q1 2025 New
$86.2B
$233,000 0.03% of portfolio
163
Q1 2025 Reduced 10.93%
$2.25B
$234,000 0.03% of portfolio
12,198
Q4 2024 New
$0
$236,000 0.03% of portfolio
12,150
Q1 2025 Added 15.17%
$0
$237,000 0.03% of portfolio
4,712
Q1 2025 Added 1.05%
$19B
$238,000 0.03% of portfolio
3,385
Q1 2025 New
$104B
$250,000 0.03% of portfolio
2,165
Q1 2025 Added 0.14%

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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