Keystone Financial Services, LLC Portfolio Holdings

Keystone Financial Services, LLC

  • $109 Billion
  • Q4 2024

Keystone Financial Services, LLC has filed its 13F form on March 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Growth ETF with a value of $13.8B, Putnam ETF Tr Putnam Focused L with a value of $11.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.2B, Pacer Fds Tr Swan Sos Fd Of Fd with a value of $8.32B, and Franklin Templeton ETF Tr Libe with a value of $6.35B.

Examining the 13F form we can see an increase of $109B in the current position value.

Keystone Financial Services, LLC is based out at Omaha, NE

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

Portfolio value $109 Billion
ETFs: $76.8 Billion
Technology: $2.56 Billion
Financial Services: $2.19 Billion
Consumer Cyclical: $833 Million
Consumer Defensive: $623 Million
Energy: $429 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.6B
$224 Million 0.21% of portfolio
2,025
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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