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
$322,000 0.03% of portfolio
10,382
Q1 2025 Reduced 17.29%
$0
$307,000 0.03% of portfolio
2,722
Q1 2025 Reduced 88.85%
$102B
$308,000 0.03% of portfolio
5,053
Q1 2025 Added 24.83%
$0
$309,000 0.03% of portfolio
7,061
Q1 2025 Reduced 14.03%
$0
$312,000 0.03% of portfolio
1,701
Q1 2025 Added 2.16%
$0
$315,000 0.03% of portfolio
5,443
Q1 2025 Reduced 4.61%
$0
$315,000 0.03% of portfolio
1,597
Q1 2025 Reduced 4.88%
$25.5B
$316,000 0.03% of portfolio
4,325
Q1 2025 Added 47.86%
$0
$319,000 0.03% of portfolio
6,300
Q1 2025 Reduced 30.53%
$1.33B
$320,000 0.03% of portfolio
5,384
Q1 2025 Reduced 19.38%
$0
$320,000 0.03% of portfolio
16,210
Q1 2025 Reduced 0.15%
$112B
$306,000 0.03% of portfolio
2,923
Q1 2025 Reduced 7.47%
$4.95B
$304,000 0.03% of portfolio
10,222
Q1 2025 Added 12.07%
$114B
$291,000 0.03% of portfolio
3,240
Q1 2025 Added 28.11%
$0
$291,000 0.03% of portfolio
4,631
Q3 2024 Reduced 0.09%
$184B
$292,000 0.03% of portfolio
886
Q1 2025 Reduced 6.34%
$137B
$294,000 0.03% of portfolio
2,629
Q1 2025 New
$0
$297,000 0.03% of portfolio
1,475
Q1 2025 Reduced 3.22%
$13.5B
$299,000 0.03% of portfolio
3,553
Q1 2025 Added 0.06%
$0
$301,000 0.03% of portfolio
5,960
Q1 2025 Added 0.85%
$41B
$301,000 0.03% of portfolio
1,917
Q1 2025 Reduced 2.29%
$85.8B
$303,000 0.03% of portfolio
1,275
Q1 2025 Added 0.16%
$5.94B
$211,000 0.02% of portfolio
7,615
Q1 2025 New
$44.1B
$213,000 0.02% of portfolio
2,048
Q1 2025 Reduced 12.07%
$4.88B
$214,000 0.02% of portfolio
14,066
Q1 2025 Added 7.69%
$160B
$216,000 0.02% of portfolio
2,763
Q1 2025 Reduced 1.46%
$43B
$218,000 0.02% of portfolio
4,775
Q1 2025 Added 0.04%
$51B
$218,000 0.02% of portfolio
21,256
Q1 2025 Added 0.36%
$0
$218,000 0.02% of portfolio
2,640
Q1 2025 Added 0.15%
$0
$219,000 0.02% of portfolio
2,200
Q1 2025 Reduced 20.66%
$0
$220,000 0.02% of portfolio
11,600
Q3 2024 Added 0.65%
$0
$222,000 0.02% of portfolio
6,734
Q3 2024 Reduced 73.45%
$0
$222,000 0.02% of portfolio
2,331
Q3 2024 Added 1.42%
$25.4B
$208,000 0.02% of portfolio
5,781
Q1 2025 Reduced 7.93%
$148B
$208,000 0.02% of portfolio
2,933
Q1 2025 Reduced 36.9%
$0
$207,000 0.02% of portfolio
4,031
Q1 2025 Reduced 5.8%
$24.1B
$160,000 0.02% of portfolio
14,912
Q1 2025 Reduced 10.56%
$2.22B
$152,000 0.02% of portfolio
24,674
Q1 2025 Added 2.85%
$0
$155,000 0.02% of portfolio
12,859
Q1 2025 Reduced 2.97%
$1.3B
$173,000 0.02% of portfolio
16,296
Q1 2025 Reduced 0.42%
$6.57B
$193,000 0.02% of portfolio
12,746
Q1 2025 Reduced 1.6%
$0
$201,000 0.02% of portfolio
12,761
Q1 2025 Reduced 5.1%
$0
$203,000 0.02% of portfolio
4,074
Q1 2025 Reduced 2.4%
$0
$210,000 0.02% of portfolio
2,574
Q1 2025 New
$0
$206,000 0.02% of portfolio
11,712
Q1 2025 Reduced 1.34%
$9.51B
$206,000 0.02% of portfolio
2,690
Q1 2025 New
$99.4B
$208,000 0.02% of portfolio
2,121
Q1 2025 Reduced 9.74%
$81B
$227,000 0.02% of portfolio
939
Q1 2025 New
$0
$227,000 0.02% of portfolio
4,278
Q1 2025 Reduced 13.66%

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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