Keystone Financial Group
CIK: 0001729299SEC EDGAR →
Portfolio Value
$1.4B
Holdings
454
As of
Q4 2025
New Positions
56
Closed Positions
33
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 341,627 | $92.9M | 6.87% |
| 2 | SPDR S&P | 117,643 | $80.2M | 5.93% |
| 3 | PALANTIR TECHNOLOGIES | 248,827 | $44.2M | 3.27% |
| 4 | STATE STREET | 523,900 | $42.0M | 3.11% |
| 5 | VICTORYSHARES FREE | 1,047,375 | $41.2M | 3.05% |
| 6 | TESLA INC | 90,537 | $40.7M | 3.01% |
| 7 | VANGUARD TOTAL | 119,761 | $40.2M | 2.97% |
| 8 | NVIDIA CORP | 215,201 | $40.1M | 2.97% |
| 9 | STATE STREET | 349,716 | $37.3M | 2.76% |
| 10 | ISHARES U S | 550,402 | $33.5M | 2.48% |
Quarterly Changes
Top Buys
New Positions (58)
$1.6M · 7K shares
$1.3M · 45K shares
$1.3M · 20K shares
$1.1M · 4K shares
$995K · 5K shares
$990K · 6K shares
$698K · 5K shares
$694K · 14K shares
$627K · 18K shares
$613K · 26K shares
$555K · 9K shares
$531K · 8K shares
$501K · 17K shares
$449K · 130K shares
$446K · 9K shares
$429K · 28K shares
$374K · 13K shares
$352K · 13K shares
$348K · 5K shares
$347K · 12K shares
SPDR INDEX
$342K · 5K shares
$341K · 7K shares
$337K · 12K shares
$324K · 6K shares
$323K · 1K shares
$322K · 5K shares
$321K · 2K shares
$285K · 11K shares
$281K · 2K shares
$280K · 5K shares
$279K · 3K shares
$267K · 13K shares
$258K · 9K shares
$251K · 4K shares
$245K · 3K shares
$240K · 472 shares
$239K · 6K shares
$236K · 1K shares
$234K · 6K shares
$234K · 8K shares
$228K · 5K shares
$225K · 3K shares
$222K · 2K shares
$221K · 2K shares
$213K · 5K shares
$210K · 3K shares
$207K · 2K shares
$206K · 3K shares
$206K · 8K shares
$204K · 4K shares
$204K · 942 shares
$201K · 820 shares
$195K · 18K shares
$120K · 10K shares
$57K · 14K shares
$45K · 27K shares
$41K · 10K shares
$13K · 12K shares
Closed Positions (34)
$5.4M · 85K shares
$2.2M · 2.2M shares
$1.3M · 21K shares
$920K · 920K shares
$537K · 3K shares
$420K · 2K shares
$407K · 5K shares
$371K · 4K shares
$353K · 1K shares
$311K · 1K shares
$303K · 15K shares
$293K · 6K shares
$263K · 8K shares
$258K · 10K shares
$248K · 5K shares
$232K · 3K shares
$216K · 761 shares
$210K · 2K shares
$206K · 4K shares
$205K · 3K shares
$204K · 6K shares
$203K · 1K shares
$202K · 12K shares
$201K · 4K shares
$201K · 4K shares
$199K · 13K shares
$173K · 35K shares
$152K · 11K shares
$81K · 11K shares
$48K · 10K shares
$38K · 12K shares
$21K · 10K shares
$20K · 12K shares
$19K · 32K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 230 | $733.2M | 54.2% |
| Technology | 52 | $273.6M | 20.2% |
| Consumer Cyclical | 19 | $92.1M | 6.8% |
| Unknown | 33 | $82.3M | 6.1% |
| Communication Services | 10 | $57.7M | 4.3% |
| Healthcare | 30 | $35.6M | 2.6% |
| Consumer Defensive | 18 | $22.8M | 1.7% |
| Industrials | 24 | $22.7M | 1.7% |
| Energy | 13 | $17.3M | 1.3% |
| Utilities | 10 | $8.0M | 0.6% |
| Basic Materials | 11 | $4.7M | 0.4% |
| Real Estate | 4 | $1.5M | 0.1% |