Keystone Financial Services has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $259 Million distributed in 216 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41M, Ishares Core Total Usd Bond Ma with a value of $25.6M, Ishares Msci Usa Quality Facto with a value of $21M, Ishares S&P 500 Growth ETF with a value of $19.6M, and Blackrock ETF Tr U S Equity Fa with a value of $17.1M.
Examining the 13F form we can see an increase of $1.22M in the current position value, from $258M to 259M.
Below you can find more details about Keystone Financial Services portfolio as well as his latest detailed transactions.
Portfolio value
$259 Million
ETFs: $216 Million
Financial Services: $12.1 Million
Technology: $6.57 Million
Communication Services: $5.76 Million
Healthcare: $5.11 Million
Consumer Cyclical: $4.3 Million
Consumer Defensive: $2.79 Million
Energy: $2.06 Million
Other: $1.77 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
