Keystone Financial Services Portfolio Holdings

Keystone Financial Services

  • $276 Million
  • Q2 2025

Keystone Financial Services has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $276 Million distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $25.9M, Ishares Core S&P 500 ETF with a value of $23.8M, Ishares Msci Usa Quality Facto with a value of $23.6M, Msci Eafe Value ETF with a value of $21.9M, and Ishares S&P 500 Growth ETF with a value of $20.1M.

Examining the 13F form we can see an increase of $17M in the current position value, from $259M to 276M.

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

Portfolio value $276 Million
ETFs: $226 Million
Financial Services: $12.4 Million
Technology: $9.81 Million
Communication Services: $6.66 Million
Healthcare: $5.79 Million
Consumer Cyclical: $4.94 Million
Consumer Defensive: $3.54 Million
Energy: $2.33 Million
Other: $2.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$2.93 Million 1.06% of portfolio
6,039
Q2 2025 Reduced 16.47%
$859B
$2.51 Million 0.91% of portfolio
8,655
Q2 2025 Added 1.51%
$1.78T
$2.35 Million 0.85% of portfolio
3,187
Q2 2025 Reduced 11.28%
$217B
$2.06 Million 0.75% of portfolio
355
Q2 2025 Added 5.97%
$261B
$2.03 Million 0.74% of portfolio
11,140
Q2 2025 Added 1.68%
$3.95T
$1.91 Million 0.69% of portfolio
3,849
Q2 2025 Added 12.51%
$1.24T
$1.86 Million 0.68% of portfolio
10,505
Q2 2025 Added 2.98%
$179B
$1.76 Million 0.64% of portfolio
19,277
Q2 2025 Added 4.46%
$684B
$1.6 Million 0.58% of portfolio
7,339
Q2 2025 Reduced 36.76%
$302B
$1.43 Million 0.52% of portfolio
17,800
Q2 2025 Added 2.41%
$127B
$1.24 Million 0.45% of portfolio
4,488
Q2 2025 Added 58.87%
$94.7B
$1.05 Million 0.38% of portfolio
1,427
Q2 2025 Added 1.64%
$551B
$1.02 Million 0.37% of portfolio
2,874
Q2 2025 Reduced 6.69%
$83.7B
$979,000 0.35% of portfolio
10,749
Q2 2025 Added 2.42%
$141B
$934,000 0.34% of portfolio
26,182
Q2 2025 Added 2.3%
$155B
$930,000 0.34% of portfolio
15,213
Q2 2025 Added 19.87%
$119B
$913,000 0.33% of portfolio
3,837
Q2 2025 Added 1.21%
$53.3B
$900,000 0.33% of portfolio
12,088
Q2 2025 Reduced 13.02%
$162B
$889,000 0.32% of portfolio
4,859
Q2 2025 New
$120B
$847,000 0.31% of portfolio
9,443
Q2 2025 Added 68.99%
$86.2B
$830,000 0.3% of portfolio
2,848
Q2 2025 Added 17.64%
$8.95B
$836,000 0.3% of portfolio
12,447
Q2 2025 Added 5.36%
$3.69T
$833,000 0.3% of portfolio
4,063
Q2 2025 Added 4.18%
$122B
$706,000 0.26% of portfolio
8,107
Q2 2025 Added 15.95%
$70.7B
$676,000 0.25% of portfolio
1,739
Q2 2025 Added 17.58%
$121B
$689,000 0.25% of portfolio
14,269
Q2 2025 Added 3.5%
$442B
$657,000 0.24% of portfolio
6,099
Q2 2025 Added 0.58%
$55.6B
$607,000 0.22% of portfolio
3,528
Q2 2025 Reduced 1.34%
$381B
$559,000 0.2% of portfolio
11,833
Q2 2025 Added 3.11%
$1.21T
$518,000 0.19% of portfolio
2,942
Q2 2025 Added 17.77%
$229B
$508,000 0.18% of portfolio
3,482
Q2 2025 Added 3.6%
$2.26T
$393,000 0.14% of portfolio
1,792
Q2 2025 Added 15.54%
$14.6B
$348,000 0.13% of portfolio
2,419
Q2 2025 Added 6.19%
$15B
$370,000 0.13% of portfolio
5,147
Q2 2025 Added 25.75%
$95.8B
$323,000 0.12% of portfolio
7,135
Q2 2025 Added 7.1%
$26.5B
$319,000 0.12% of portfolio
2,522
Q2 2025 Added 2.15%
$173B
$337,000 0.12% of portfolio
2,118
Q2 2025 Added 11.77%
$12.7B
$295,000 0.11% of portfolio
12,292
Q2 2025 Added 7.9%
$27.9B
$309,000 0.11% of portfolio
1,070
Q2 2025 Added 5.73%
$1.27T
$309,000 0.11% of portfolio
1,366
Q2 2025 Reduced 0.22%
$8.3B
$313,000 0.11% of portfolio
2,309
Q2 2025 Added 6.45%
$89.6B
$263,000 0.1% of portfolio
11,781
Q4 2024 Reduced 3.29%
$202B
$273,000 0.1% of portfolio
2,073
Q2 2025 New
$21.5B
$267,000 0.1% of portfolio
853
Q2 2025 Reduced 7.28%
$18.9B
$236,000 0.09% of portfolio
12,967
Q2 2025 Reduced 0.91%
$85.6B
$253,000 0.09% of portfolio
767
Q2 2025 Added 7.57%
$17B
$252,000 0.09% of portfolio
818
Q2 2025 Reduced 23.91%
$4.33B
$262,000 0.09% of portfolio
9,619
Q2 2025 Added 3.69%
$66.5B
$256,000 0.09% of portfolio
2,597
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $276 Million
  • Prior Value $259 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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