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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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