Keystone-Financial-Group-2

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RCS",
  null,
  null,
  "GRAB",
  null,
  "NLY",
  "OLLI",
  null,
  "SMCI",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "VONG",
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "APAM",
  "T",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "BST",
  null,
  null,
  "CRBU",
  "RQI",
  "LNC",
  "DUK",
  "D",
  "EDIT",
  null,
  null,
  "RGTI",
  null,
  null,
  "SONO",
  null,
  null,
  null,
  null,
  null,
  "LOGI",
  "AIRG",
  "GILD",
  null,
  null,
  "BGB",
  null,
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "ITW",
  "EMR",
  "IFN",
  "NWL",
  "MUB",
  "META",
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  "SWK",
  "REAL",
  "TPB",
  "STEM",
  null,
  null,
  "IONQ",
  null,
  null,
  null,
  "LRCX",
  "LIN",
  "PCN",
  null,
  "MPC",
  "JGH",
  null,
  null,
  null,
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  null,
  "FIS",
  "FTV",
  "GE",
  "HIG",
  "TEVA",
  "ORLY",
  "BX",
  "AMP",
  "IJR",
  "KKR",
  "KLAC",
  "KR",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  "IRM",
  null,
  "DNP",
  "IEMG",
  "HTGC",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  null,
  null,
  "SLVM",
  "IEFA",
  null,
  null,
  null,
  "SHW",
  "SLB",
  "O",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  null,
  null,
  null,
  "SPYG",
  "BP",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TPR",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "SCHW",
  "IVOO",
  "AB",
  null,
  "ACWV",
  "VWO",
  "ACHR",
  null,
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  null,
  "MGC",
  null,
  null,
  "K",
  "RH",
  "AXON",
  "AMD",
  "IP",
  "F",
  "WEC",
  null,
  "DEO",
  "WM",
  "FTNT",
  null,
  null,
  "GSLC",
  "AEP",
  "EBS",
  "INO",
  null,
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "IVZ",
  "AMC",
  null,
  "HIMS",
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VNQI",
  "MGK",
  null,
  "VONE",
  "VOOV",
  "VXUS",
  "VOOG",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  null,
  "VST",
  "WBD",
  "WMT",
  null,
  "WFC",
  "WELL",
  "WSC",
  null,
  "YUM",
  null,
  "IUSG",
  "SOLV",
  null,
  null,
  "SCHD",
  "ET",
  "SCHG",
  "SCHF",
  null,
  "NSC",
  "LUMN",
  "NXPI",
  "NOV",
  null,
  "SO",
  "PPL",
  null,
  "CRM",
  null,
  "DIA",
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "GEV",
  "DGRO",
  null,
  "SPYV",
  null,
  null,
  null,
  "FDX",
  null,
  "KMB",
  "BAC",
  null,
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BBAI",
  "BB",
  null,
  "BA",
  "BMY",
  "BTI",
  "BF-B",
  "CHX",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "COIN",
  "COP",
  "CTBI",
  "CEG",
  "COST",
  "GLW",
  "CRWD",
  "CSX",
  "DE",
  "RSP",
  null,
  null,
  "EFA",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 395
Total Value: 923131834
Accession Number: 0001765380-25-000222
Form Type: 13F-HR
CIK: keystone-financial-group-2
Manager Name: Keystone-Financial-Group-2

Data Enrichment

67% identified

265 identified130 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

395 positions • $923.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JOHNSON & JOHNSON

JNJ|478160104

Shares:44.8K

Value:$7.2M

% of Portfolio:0.8% ($7.2M/$923.1M)

464287200

IVV|464287200

Shares:12.4K

Value:$7.0M

% of Portfolio:0.8% ($7.0M/$923.1M)

09290C848

Shares:241.1K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$923.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:36.8K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$923.1M)

922908736

VUG|922908736

Shares:16.7K

Value:$6.2M

% of Portfolio:0.7% ($6.2M/$923.1M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:8

Value:$6.1M

% of Portfolio:0.7% ($6.1M/$923.1M)

MCDONALDS CORP

MCD|580135101

Shares:19.7K

Value:$6.1M

% of Portfolio:0.7% ($6.1M/$923.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:50.4K

Value:$6.0M

% of Portfolio:0.6% ($6.0M/$923.1M)

AT&T INC.

T|00206R102

Shares:218.8K

Value:$6.0M

% of Portfolio:0.6% ($6.0M/$923.1M)

921908844

VIG|921908844

Shares:30.0K

Value:$5.8M

% of Portfolio:0.6% ($5.8M/$923.1M)

92647N782

Shares:84.9K

Value:$5.8M

% of Portfolio:0.6% ($5.8M/$923.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:24.4K

Value:$5.7M

% of Portfolio:0.6% ($5.7M/$923.1M)

46137V233

Shares:121.8K

Value:$5.6M

% of Portfolio:0.6% ($5.6M/$923.1M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:56.7K

Value:$5.6M

% of Portfolio:0.6% ($5.6M/$923.1M)

78464A664

Shares:183.3K

Value:$5.0M

% of Portfolio:0.5% ($5.0M/$923.1M)

33740F755

Shares:164.1K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$923.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:36.7K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$923.1M)

921932505

VOOG|921932505

Shares:14.3K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$923.1M)

PEPSICO INC

PEP|713448108

Shares:32.0K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$923.1M)

46432F396

MTUM|46432F396

Shares:23.5K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$923.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	44.8K	QoQ +3.01% (+1.3K) YoY +88.21% (+21.0K)	All Managers (Combined)	$7.2M	0.8% ($7.2M/$923.1M)	QoQ +11.23% (+$728.2K) YoY +91.41% (+$3.4M)
(IVVcusip464287200)	12.4K	QoQ +6.25% (+727) YoY +4.39% (+520)	All Managers (Combined)	$7.0M	0.8% ($7.0M/$923.1M)	QoQ +1.68% (+$115.5K) YoY +11.86% (+$738.3K)
(cusip09290C848)✕	241.1K	QoQ +15.17% (+31.8K) YoY NEW(+241.1K)	All Managers (Combined)	$6.2M	0.7% ($6.2M/$923.1M)	QoQ +20.86% (+$1.1M) YoY NEW(+$6.2M)
PROCTER & GAMBLE Co(PGcusip742718109)	36.8K	QoQ -10.21% (-4.2K) YoY +1.37% (+499)	All Managers (Combined)	$6.2M	0.7% ($6.2M/$923.1M)	QoQ -9.75% (-$671.3K) YoY +5.42% (+$319.6K)
(VUGcusip922908736)	16.7K	QoQ -0.79% (-134) YoY +7.97% (+1.2K)	All Managers (Combined)	$6.2M	0.7% ($6.2M/$923.1M)	QoQ -10.37% (-$717.6K) YoY +16.32% (+$870.1K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	8	QoQ -63.63% (-14) YoY -52.94% (-9)	All Managers (Combined)	$6.1M	0.7% ($6.1M/$923.1M)	QoQ -59.37% (-$9.0M) YoY -43.08% (-$4.6M)
MCDONALDS CORP(MCDcusip580135101)	19.7K	QoQ +0.93% (+182) YoY +111.12% (+10.4K)	All Managers (Combined)	$6.1M	0.7% ($6.1M/$923.1M)	QoQ +4.19% (+$245.7K) YoY +132.17% (+$3.5M)
EXXON MOBIL CORP(XOMcusip30231G102)	50.4K	QoQ -1.97% (-1.0K) YoY +2.82% (+1.4K)	All Managers (Combined)	$6.0M	0.6% ($6.0M/$923.1M)	QoQ +8.29% (-$458.7K) YoY +5.12% (+$292.2K)
AT&T INC.(Tcusip00206R102)	218.8K	QoQ +0.85% (+1.9K) YoY +256.53% (+157.5K)	All Managers (Combined)	$6.0M	0.6% ($6.0M/$923.1M)	QoQ +11.86% (+$631.6K) YoY +451.11% (+$4.9M)
(VIGcusip921908844)	30.0K	QoQ -3.62% (-1.1K) YoY +4.93% (+1.4K)	All Managers (Combined)	$5.8M	0.6% ($5.8M/$923.1M)	QoQ -4.52% (-$276.3K) YoY +11.47% (+$599.9K)
(cusip92647N782)✕	84.9K	QoQ -2.54% (-2.2K) YoY -21.79% (-23.7K)	All Managers (Combined)	$5.8M	0.6% ($5.8M/$923.1M)	QoQ -3.14% (-$189.1K) YoY -18.75% (-$1.3M)
LOWES COMPANIES INC(LOWcusip548661107)	24.4K	QoQ +1.32% (-318) YoY +81.51% (+10.9K)	All Managers (Combined)	$5.7M	0.6% ($5.7M/$923.1M)	QoQ -5.35% (-$320.2K) YoY +65.35% (+$2.2M)
(cusip46137V233)✕	121.8K	QoQ +417.81% (+98.2K) YoY +482.54% (+100.9K)	All Managers (Combined)	$5.6M	0.6% ($5.6M/$923.1M)	QoQ +376.98% (+$4.4M) YoY +536.32% (+$4.7M)
Seagate Technology Holdings plc(STXcusipG7997R103)	56.7K	QoQ +1.71% (+955) YoY +425.21% (+45.9K)	All Managers (Combined)	$5.6M	0.6% ($5.6M/$923.1M)	QoQ +3.93% (+$211.6K) YoY +456.54% (+$4.6M)
(cusip78464A664)✕	183.3K	QoQ +27.31% (+39.3K) YoY +44.31% (+56.3K)	All Managers (Combined)	$5.0M	0.5% ($5.0M/$923.1M)	QoQ +32.51% (+$1.2M) YoY +40.79% (+$1.4M)
(cusip33740F755)✕	164.1K	QoQ -35.49% (-90.3K) YoY +431.19% (+133.2K)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$923.1M)	QoQ -37.14% (-$2.9M) YoY +464.05% (+$4.0M)
ABBOTT LABORATORIES(ABTcusip002824100)	36.7K	QoQ +0.22% (+81) YoY +120.15% (+20.0K)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$923.1M)	QoQ +8.20% (+$369.2K) YoY +156.72% (+$3.0M)
(VOOGcusip921932505)	14.3K	QoQ +0.13% (-20) YoY +6.81% (+913)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$923.1M)	QoQ -8.49% (-$444.5K) YoY +17.25% (+$704.2K)
PEPSICO INC(PEPcusip713448108)	32.0K	QoQ +82.84% (+14.5K) YoY +87.67% (+15.0K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$923.1M)	QoQ +79.82% (+$2.1M) YoY +60.27% (+$1.8M)
(MTUMcusip46432F396)	23.5K	QoQ +0.71% (-166) YoY +335.63% (+18.1K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$923.1M)	QoQ -1.90% (-$92.2K) YoY +370.02% (+$3.7M)