Keystone Financial Services Portfolio Holdings

Keystone Financial Services

  • $254 Million
  • Q3 2024

Keystone Financial Services has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $254 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 $47.8M, Ishares Core Total Usd Bond Ma with a value of $31.3M, Ishares S&P 500 Growth ETF with a value of $19.5M, Ishares Msci Usa Quality Facto with a value of $17.9M, and Blackrock ETF Tr U S Equity Fa with a value of $16.9M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $239M to 254M.

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

Portfolio value $254 Million
ETFs: $212 Million
Financial Services: $10.2 Million
Technology: $7.85 Million
Communication Services: $6.24 Million
Healthcare: $5.21 Million
Consumer Cyclical: $4.5 Million
Consumer Defensive: $2.36 Million
Energy: $1.96 Million
Other: $2.07 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $254 Million
  • Prior Value $239 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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