Keystone Financial Services, LLC Portfolio Holdings

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.