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Keystone Financial Group
CIK:0001729299
Investment Adviser
$1B AUM
430 holdings
Lexington, KY, USA
Keystone Financial Group offers holistic comprehensive wealth management services to individuals and corporations, focusing on financial planning, savings, and wealth management plans.
Latest 13F Filing Activity
Keystone Financial Group filed their most recent 13F report on Jun 30, 2025 disclosing 424 equity positions with a total 13F market value of $1B. The fund increased holdings in Palantir Technologies, Nvidia Corp., Ishares U S among other positions. Keystone Financial Group reduced exposure to SPDR Nuveen, Pepsico Inc., Ishares Msci among others.
Top Holdings
Equity Positions (424)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P | 6.70% | $74.3M | 120,144 | $573.69 | $617.85 | +$4.0M |
A AAPL | APPLE INC | 6.68% | $74.0M | 354,157 | $218.15 | $205.17 | -$2.0M |
S SPLG | SPDR PORTFOLIO | 3.32% | $36.9M | 506,955 | $67.53 | $72.69 | -$2.2M |
N NVDA | NVIDIA CORP | 3.21% | $35.5M | 216,428 | $72.15 | $157.99 | +$11.8M |
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.15% | $34.9M | 114,747 | $284.51 | $303.93 | +$5.2M |
Industry Allocation
ELECTRONIC COMPUTERS
+7.1%
SERVICES-PREPACKAGED SOFTWARE
+6.1%
SEMICONDUCTORS & RELATED DEVICES
+4.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.9%
MOTOR VEHICLES & PASSENGER CAR BODIES
+2.9%
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