Keystone Financial Services, LLC Portfolio Holdings

Keystone Financial Services, LLC

  • $118 Billion
  • Q1 2025

Keystone Financial Services, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Growth ETF with a value of $13.1B, Putnam ETF Tr Putnam Focused L with a value of $12.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.1B, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $8.71B, and Franklin Templeton ETF Tr Libe with a value of $6.63B.

Examining the 13F form we can see an increase of $9.05B in the current position value, from $109B to 118B.

Keystone Financial Services, LLC is based out at Omaha, NE

Below you can find more details about Keystone Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $81.6 Billion
Financial Services: $3.15 Billion
Technology: $2.65 Billion
Industrials: $1.46 Billion
Consumer Cyclical: $1.29 Billion
Consumer Defensive: $497 Million
Energy: $480 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.1 Billion 11.09% of portfolio
39,170
Q1 2025 Added 4.18%
$0
$12.4 Billion 10.5% of portfolio
325,530
Q1 2025 Added 7.11%
$0
$11.1 Billion 9.44% of portfolio
169,472
Q1 2025 Added 4.02%
$0
$8.71 Billion 7.38% of portfolio
305,114
Q1 2025 Added 7.43%
$0
$6.63 Billion 5.62% of portfolio
125,137
Q1 2025 Added 6.95%
$0
$6.24 Billion 5.28% of portfolio
143,175
Q1 2025 Added 14.89%
$0
$4.74 Billion 4.01% of portfolio
8,438
Q1 2025 Added 32.92%
$0
$4.46 Billion 3.78% of portfolio
159,612
Q1 2025 Added 5.53%
Capital Grp Fixed Incm ETF T
-
$4.02 Billion 3.4% of portfolio
-
Q1 2025 Added 4.55%
$0
$3.93 Billion 3.33% of portfolio
24,483
Q1 2025 Added 5.56%
Virtus ETF Tr Ii
-
$3.82 Billion 3.24% of portfolio
-
Q1 2025 Added 6.61%
$0
$3.77 Billion 3.2% of portfolio
81,933
Q1 2025 Added 3.56%
$0
$3.36 Billion 2.85% of portfolio
66,433
Q1 2025 Added 4.75%
-
$2.97 Billion 2.51% of portfolio
-
Q1 2025 Added 1.54%
$0
$2.79 Billion 2.37% of portfolio
5,958
Q1 2025 Added 5.45%
$0
$2.74 Billion 2.32% of portfolio
72,986
Q1 2025 Added 6.47%
$0
$2.57 Billion 2.18% of portfolio
44,859
Q1 2025 Added 23.91%
$133B
$1.46 Billion 1.23% of portfolio
6,161
Q1 2025 New
$3.42T
$1.28 Billion 1.08% of portfolio
5,754
Q1 2025 Added 29.19%
$0
$1.25 Billion 1.05% of portfolio
13,892
Q1 2025 Added 7.36%
$271B
$1.13 Billion 0.96% of portfolio
10,425
Q1 2025 Added 37.21%
$0
$1.07 Billion 0.9% of portfolio
2,075
Q1 2025 Added 239.61%
$0
$869 Million 0.74% of portfolio
11,245
Q1 2025 Added 5.02%
$0
$865 Million 0.73% of portfolio
54,289
Q1 2025 Added 37.66%
$0
$863 Million 0.73% of portfolio
14,743
Q1 2025 Reduced 0.25%
$0
$704 Million 0.6% of portfolio
2,721
Q1 2025 Added 81.52%
$0
$632 Million 0.53% of portfolio
2,508
Q1 2025 Added 32.28%
$0
$623 Million 0.53% of portfolio
10,681
Q1 2025 Reduced 3.77%
$0
$616 Million 0.52% of portfolio
18,376
Q1 2025 Added 14.86%
$1.88T
$595 Million 0.5% of portfolio
3,128
Q1 2025 Added 16.85%
$10B
$580 Million 0.49% of portfolio
49,902
Q1 2025 Added 179.47%
$0
$540 Million 0.46% of portfolio
2,207
Q1 2025 Added 27.5%
$7.6B
$497 Million 0.42% of portfolio
9,327
Q4 2024 New
$0
$491 Million 0.42% of portfolio
14,328
Q1 2025 Added 13.53%
$0
$502 Million 0.42% of portfolio
4,910
Q1 2025 Added 86.13%
$0
$488 Million 0.41% of portfolio
2,199
Q1 2025 Added 63.25%
$440B
$480 Million 0.41% of portfolio
4,035
Q1 2025 Added 1.1%
$891B
$411 Million 0.35% of portfolio
1,584
Q1 2025 Added 160.53%
$0
$366 Million 0.31% of portfolio
655
Q1 2025 Added 43.96%
$117B
$285 Million 0.24% of portfolio
146
Q1 2025 New
$0
$283 Million 0.24% of portfolio
3,510
Q1 2025 Added 22.73%
$0
$276 Million 0.23% of portfolio
14,409
Q1 2025 Added 13.87%
$0
$269 Million 0.23% of portfolio
11,493
Q1 2025 New
$0
$276 Million 0.23% of portfolio
10,524
Q1 2025 New
$2.95T
$239 Million 0.2% of portfolio
637
Q1 2025 Added 32.99%
$0
$205 Million 0.17% of portfolio
1,102
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $118 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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