Keystone Financial Group, Inc. Portfolio Holdings

Keystone Financial Group, Inc.

  • $124 Billion
  • Q4 2024

Keystone Financial Group, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $24.2B, Ishares Trishares 0 3 Mnth Tre with a value of $13.6B, Schwab Strategic Tr Us Dividen with a value of $8.2B, Vanguard Whitehall Fds Intl Di with a value of $7.99B, and Vanguard Dividend Appreciation with a value of $6.91B.

Examining the 13F form we can see an increase of $124B in the current position value.

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 $124 Billion
ETFs: $105 Billion
Financial Services: $4.4 Billion
Technology: $1.27 Billion
Healthcare: $1.21 Billion
Consumer Defensive: $623 Million
Utilities: $533 Million
Industrials: $503 Million
Consumer Cyclical: $113 Million
Other: $102 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.2 Billion 19.55% of portfolio
596,582
Q4 2024 New
$0
$13.6 Billion 11.02% of portfolio
135,765
Q4 2024 New
$0
$8.2 Billion 6.64% of portfolio
299,981
Q4 2024 New
$0
$7.99 Billion 6.47% of portfolio
99,877
Q4 2024 New
$0
$6.91 Billion 5.6% of portfolio
35,299
Q4 2024 New
$0
$4.9 Billion 3.96% of portfolio
44,458
Q4 2024 New
$0
$3.76 Billion 3.04% of portfolio
77,558
Q4 2024 New
$0
$3.54 Billion 2.87% of portfolio
102,377
Q4 2024 New
Vanguard Malvern Fds
-
$3.39 Billion 2.75% of portfolio
-
Q4 2024 New
$0
$3.19 Billion 2.58% of portfolio
67,977
Q4 2024 New
$0
$2.76 Billion 2.23% of portfolio
21,425
Q4 2024 New
$0
$2.57 Billion 2.08% of portfolio
103,489
Q4 2024 New
$0
$2.27 Billion 1.84% of portfolio
63,670
Q4 2024 New
$294M
$1.99 Billion 1.61% of portfolio
59,868
Q4 2024 New
$0
$1.78 Billion 1.44% of portfolio
35,671
Q4 2024 New
$0
$1.76 Billion 1.43% of portfolio
26,658
Q4 2024 New
$0
$1.22 Billion 0.99% of portfolio
11,599
Q4 2024 New
$0
$1.21 Billion 0.98% of portfolio
16,960
Q4 2024 New
$0
$1.18 Billion 0.96% of portfolio
10,258
Q4 2024 New
$0
$1.14 Billion 0.92% of portfolio
16,221
Q4 2024 New
$0
$950 Million 0.77% of portfolio
41,101
Q4 2024 New
$62.9B
$917 Million 0.74% of portfolio
21,133
Q4 2024 New
-
$850 Million 0.69% of portfolio
-
Q4 2024 New
$0
$828 Million 0.67% of portfolio
9,321
Q4 2024 New
$0
$727 Million 0.59% of portfolio
4,293
Q4 2024 New
Dimensional ETF Trust
-
$713 Million 0.58% of portfolio
-
Q4 2024 New
$0
$705 Million 0.57% of portfolio
17,539
Q4 2024 New
$0
$682 Million 0.55% of portfolio
18,586
Q4 2024 New
$0
$676 Million 0.55% of portfolio
15,745
Q4 2024 New
$0
$616 Million 0.5% of portfolio
11,797
Q4 2024 New
$0
$602 Million 0.49% of portfolio
1,466
Q4 2024 New
$3.11B
$579 Million 0.47% of portfolio
17,801
Q4 2024 New
$0
$584 Million 0.47% of portfolio
2,822
Q4 2024 New
$0
$578 Million 0.47% of portfolio
14,596
Q4 2024 New
$0
$551 Million 0.45% of portfolio
15,446
Q4 2024 New
$0
$539 Million 0.44% of portfolio
13,083
Q4 2024 New
$0
$528 Million 0.43% of portfolio
13,713
Q4 2024 New
$0
$529 Million 0.43% of portfolio
14,379
Q4 2024 New
$0
$524 Million 0.42% of portfolio
1,809
Q4 2024 New
Innovator Etfs Trust
-
$505 Million 0.41% of portfolio
-
Q4 2024 New
$0
$484 Million 0.39% of portfolio
9,588
Q4 2024 New
$272B
$394 Million 0.32% of portfolio
6,327
Q4 2024 New
$3.3T
$377 Million 0.31% of portfolio
895
Q4 2024 New
$611B
$368 Million 0.3% of portfolio
811
Q4 2024 New
$0
$369 Million 0.3% of portfolio
4,776
Q4 2024 New
$0
$340 Million 0.28% of portfolio
14,410
Q4 2024 New
$0
$333 Million 0.27% of portfolio
7,878
Q4 2024 New
$395B
$334 Million 0.27% of portfolio
2,311
Q4 2024 New
-
$317 Million 0.26% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $124 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 160 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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