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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$179B
$1.76 Million 0.64% of portfolio
19,277
Q2 2025 Added 4.46%
$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%
$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%
$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%
$55.6B
$607,000 0.22% of portfolio
3,528
Q2 2025 Reduced 1.34%
$14.6B
$348,000 0.13% of portfolio
2,419
Q2 2025 Added 6.19%
$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%
$89.6B
$263,000 0.1% of portfolio
11,781
Q4 2024 Reduced 3.29%
$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%
$66.5B
$256,000 0.09% of portfolio
2,597
Q2 2025 New
$70.4B
$249,000 0.09% of portfolio
3,979
Q2 2025 Reduced 2.62%
$18.8B
$254,000 0.09% of portfolio
5,685
Q2 2025 Added 1.86%
$79.5B
$241,000 0.09% of portfolio
1,928
Q2 2025 Added 11.0%
$17.5B
$239,000 0.09% of portfolio
1,018
Q2 2025 New
$79.9B
$221,000 0.08% of portfolio
706
Q2 2025 New
$17.2B
$207,000 0.08% of portfolio
5,137
Q2 2025 New
$40.5B
$209,000 0.08% of portfolio
863
Q2 2025 New
$185B
$216,000 0.08% of portfolio
2,543
Q2 2025 New
$34.5B
$204,000 0.07% of portfolio
1,298
Q2 2025 New
$111B
$205,000 0.07% of portfolio
638
Q2 2025 New
$38.4B
$200,000 0.07% of portfolio
1,081
Q2 2025 New
$29.2B
$156,000 0.06% of portfolio
13,671
Q2 2025 Added 5.56%

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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