Keystone Financial Group Portfolio Holdings

Keystone Financial Group

  • $973 Million
  • Q4 2024

Keystone Financial Group has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $973 Million distributed in 395 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $90.2M, Spdr S&P 500 ETF Trust with a value of $73.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $42.9M, Spdr Portfolio with a value of $33.8M, and Tesla, Inc. with a value of $33.7M.

Examining the 13F form we can see an increase of $677M in the current position value, from $296M to 973M.

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

Portfolio value $973 Million
ETFs: $508 Million
Technology: $185 Million
Consumer Cyclical: $86.7 Million
Financial Services: $60.2 Million
Communication Services: $43 Million
Healthcare: $26.5 Million
Consumer Defensive: $23.9 Million
Industrials: $16.8 Million
Other: $21.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$359B
$4.06 Million 0.42% of portfolio
10,430
Q3 2024 Reduced 41.67%
$0
$4.06 Million 0.42% of portfolio
188,899
Q3 2024 Reduced 84.51%
$46B
$4.08 Million 0.42% of portfolio
54,729
Q3 2024 Reduced 75.55%
$0
$4.01 Million 0.41% of portfolio
21,748
Q3 2024 Reduced 1.95%
$0
$3.85 Million 0.4% of portfolio
43,327
Q3 2024 Reduced 8.07%
$0
$3.77 Million 0.39% of portfolio
143,985
Q3 2024 Reduced 9.58%
$0
$3.38 Million 0.35% of portfolio
55,180
Q3 2024 Reduced 1.08%
$181B
$3.32 Million 0.34% of portfolio
29,815
Q3 2024 Reduced 67.52%
$0
$3.26 Million 0.34% of portfolio
58,848
Q3 2024 Reduced 4.65%
$0
$3.33 Million 0.34% of portfolio
65,143
Q3 2024 Added 438.32%
$0
$3.19 Million 0.33% of portfolio
18,183
Q3 2024 Added 0.69%
$371B
$3.19 Million 0.33% of portfolio
17,952
Q3 2024 Reduced 0.9%
$0
$3.09 Million 0.32% of portfolio
29,257
Q3 2024 Added 0.49%
$0
$2.92 Million 0.3% of portfolio
6,856
Q3 2024 Added 1.49%
$0
$2.91 Million 0.3% of portfolio
24,422
Q3 2024 Reduced 11.6%
$0
$2.86 Million 0.29% of portfolio
24,853
Q3 2024 Added 2.23%
$0
$2.82 Million 0.29% of portfolio
26,623
Q3 2024 Added 0.82%
$0
$2.76 Million 0.28% of portfolio
128,102
Q3 2024 Reduced 8.38%
$0
$2.7 Million 0.28% of portfolio
31,467
Q3 2024 Reduced 0.3%
$236B
$2.71 Million 0.28% of portfolio
27,242
Q3 2024 Reduced 0.86%
$5.75B
$2.74 Million 0.28% of portfolio
6,966
Q3 2024 Reduced 75.18%
$0
$2.61 Million 0.27% of portfolio
53,932
Q3 2024 Added 0.07%
$200B
$2.66 Million 0.27% of portfolio
17,508
Q3 2024 Reduced 1.54%
$427B
$2.59 Million 0.27% of portfolio
2,909
Q3 2024 Reduced 20.35%
$322B
$2.45 Million 0.25% of portfolio
16,889
Q3 2024 Reduced 6.61%
$796B
$2.48 Million 0.25% of portfolio
3,213
Q3 2024 Added 49.36%
$0
$2.36 Million 0.24% of portfolio
10,129
Q3 2024 Reduced 33.43%
$549B
$2.31 Million 0.24% of portfolio
7,320
Q3 2024 Reduced 1.3%
$0
$2.27 Million 0.23% of portfolio
38,364
Q3 2024 Added 1.3%
$0
$2.22 Million 0.23% of portfolio
26,189
Q3 2024 Added 5.98%
$0
$2.29 Million 0.23% of portfolio
36,526
Q3 2024 Added 6.11%
$0
$2.11 Million 0.22% of portfolio
24,843
Q3 2024 Added 5.53%
$0
$2.19 Million 0.22% of portfolio
61,019
Q3 2024 Reduced 9.44%
$0
$2.14 Million 0.22% of portfolio
16,749
Q3 2024 Reduced 0.5%
$0
$2.05 Million 0.21% of portfolio
7,675
Q3 2024 Reduced 6.94%
$235B
$2.09 Million 0.21% of portfolio
17,333
Q3 2024 Reduced 3.72%
$233B
$1.95 Million 0.2% of portfolio
21,623
Q3 2024 Reduced 5.94%
$6.11B
$1.89 Million 0.19% of portfolio
59,555
Q3 2024 Reduced 82.22%
$0
$1.88 Million 0.19% of portfolio
36,844
Q3 2024 Reduced 3.58%
$147B
$1.85 Million 0.19% of portfolio
69,683
Q3 2024 Added 0.66%
$0
$1.83 Million 0.19% of portfolio
65,577
Q3 2024 Reduced 72.44%
$297B
$1.89 Million 0.19% of portfolio
30,294
Q3 2024 Reduced 0.44%
$0
$1.73 Million 0.18% of portfolio
17,803
Q3 2024 Reduced 79.68%
$77.6B
$1.74 Million 0.18% of portfolio
7,514
Q3 2024 Reduced 9.82%
$0
$1.7 Million 0.17% of portfolio
24,172
Q3 2024 Added 0.91%
$18.3B
$1.66 Million 0.17% of portfolio
30,822
Q3 2024 Added 45.51%
$248B
$1.52 Million 0.16% of portfolio
25,737
Q3 2024 Reduced 1.74%
$0
$1.56 Million 0.16% of portfolio
11,842
Q3 2024 Reduced 61.09%
$0
$1.47 Million 0.15% of portfolio
2,362
Q3 2024 Reduced 10.54%

Summary

  • Portfolio
  • No. of Stocks 395
  • Current Value $973 Million
  • Prior Value $296 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 223 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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