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
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