Keystone Financial Group Portfolio Holdings
Keystone Financial Group
- $1.21 Billion
- Q3 2025
Keystone Financial Group has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 442 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $109M, Apple Inc. with a value of $92.6M, Palantir Technologies Inc. with a value of $47.3M, Nvidia Corp with a value of $41M, and Tesla, Inc. with a value of $40.8M.
Examining the 13F form we can see an increase of $41M in the current position value, from $1.17B to 1.21B.
Below you can find more details about Keystone Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$1.21 Billion
ETFs: $600 Million
Technology: $266 Million
Consumer Cyclical: $97.1 Million
Financial Services: $74.1 Million
Communication Services: $59.9 Million
Healthcare: $32.5 Million
Consumer Defensive: $28.9 Million
Industrials: $21.4 Million
Other: $29.8 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 442
- Current Value $1.21 Billion
- Prior Value $1.17 Billion
- Filing
- Period Q3 2025
- Filing Date November 17, 2025
- Form Type 13F-HR/A
- Activity in Q3 2025
- New Purchases 53 stocks
- Additional Purchases 229 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks