Keystone Financial Group, Inc. Portfolio Holdings

Keystone Financial Group, Inc.

  • $142 Billion
  • Q1 2025

Keystone Financial Group, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $24.5B, Ishares Trishares 0 3 Mnth Tre with a value of $19B, Vanguard Whitehall Fds Intl Di with a value of $8.74B, Schwab Strategic Tr Us Dividen with a value of $8.7B, and Vanguard Dividend Appreciation with a value of $7.08B.

Examining the 13F form we can see an increase of $18.5B in the current position value, from $124B to 142B.

Keystone Financial Group, Inc. is based out at Atlanta, GA

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

Portfolio value $142 Billion
ETFs: $112 Billion
Financial Services: $4.35 Billion
Technology: $1.04 Billion
Healthcare: $966 Million
Utilities: $607 Million
Industrials: $506 Million
Consumer Defensive: $218 Million
Consumer Cyclical: $92.4 Million
Other: $96.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.89 Million 0.0% of portfolio
40
Q4 2024 New
$24.8B
$2.98 Million 0.0% of portfolio
15
Q4 2024 New
$38.2B
$4.8 Million 0.0% of portfolio
200
Q4 2024 New
$0
$3.08 Million 0.0% of portfolio
25
Q1 2025 New
$8.1B
$1.56 Million 0.0% of portfolio
60
Q4 2024 New
Entrepreneurshares Series Tr
-
$184,000 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $142 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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