Keystone Financial Services Portfolio Holdings

Keystone Financial Services

  • $258 Million
  • Q4 2024

Keystone Financial Services has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $258 Million distributed in 223 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 $49.3M, Ishares Core Total Usd Bond Ma with a value of $30.3M, Ishares S&P 500 Growth ETF with a value of $21M, Ishares Msci Usa Quality Facto with a value of $18.1M, and Blackrock ETF Tr U S Equity Fa with a value of $17.7M.

Examining the 13F form we can see an increase of $3.52M in the current position value, from $254M to 258M.

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

Portfolio value $258 Million
ETFs: $214 Million
Financial Services: $11.8 Million
Technology: $7.64 Million
Communication Services: $6.5 Million
Consumer Cyclical: $4.81 Million
Healthcare: $4.75 Million
Consumer Defensive: $2.32 Million
Industrials: $1.78 Million
Other: $2.06 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $258 Million
  • Prior Value $254 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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