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 • $923,131.834K total value

395 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 4 of 20

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CHEVRON CORP

CVX|166764100

Shares:19.3K

Value:$3.2M

81369Y605

Shares:63.4K

Value:$3.2M

46137V357

RSP|46137V357

Shares:17.8K

Value:$3.1M

78464A508

SPYV|78464A508

Shares:56.9K

Value:$2.9M

NETFLIX INC

NFLX|64110L106

Shares:3.0K

Value:$2.9M

78464A383

Shares:130.6K

Value:$2.9M

922908363

VOO|922908363

Shares:5.3K

Value:$2.8M

921932885

IVOO|921932885

Shares:28.6K

Value:$2.8M

464287804

IJR|464287804

Shares:26.1K

Value:$2.8M

Philip Morris International Inc.

PM|718172109

Shares:17.3K

Value:$2.8M

ELI LILLY & Co

LLY|532457108

Shares:3.2K

Value:$2.6M

VISA INC.

V|92826C839

Shares:7.2K

Value:$2.5M

NIKE, Inc.

NKE|654106103

Shares:40.1K

Value:$2.5M

921932828

Shares:26.0K

Value:$2.5M

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:5.9K

Value:$2.5M

33741X102

Shares:73.6K

Value:$2.5M

Merck & Co., Inc.

MRK|58933Y105

Shares:26.7K

Value:$2.4M

COCA COLA CO

KO|191216100

Shares:33.0K

Value:$2.4M

81369Y506

Shares:25.1K

Value:$2.3M

92647N824

Shares:35.3K

Value:$2.3M

Instrument	Shares		Other Manager	Value
CHEVRON CORP(CVXcusip166764100)	19.3K	QoQ +14.02% (+2.4K) YoY +49.21% (+6.4K)	All Managers (Combined)	$3.2M	QoQ +31.69% (+$775.4K) YoY +58.24% (+$1.2M)
(cusip81369Y605)✕	63.4K	QoQ +17.62% (+9.5K) YoY +17.92% (+9.6K)	All Managers (Combined)	$3.2M	QoQ +21.33% (+$556.0K) YoY +39.57% (+$896.6K)
(RSPcusip46137V357)	17.8K	QoQ -2.13% (-389) YoY -18.31% (-4.0K)	All Managers (Combined)	$3.1M	QoQ -3.25% (-$103.6K) YoY -16.44% (-$606.9K)
(SPYVcusip78464A508)	56.9K	QoQ -12.66% (-8.3K) YoY -84.57% (-312.0K)	All Managers (Combined)	$2.9M	QoQ -12.78% (-$425.9K) YoY -84.27% (-$15.6M)
NETFLIX INC(NFLXcusip64110L106)	3.0K	QoQ +3.43% (+100) YoY +27.39% (+647)	All Managers (Combined)	$2.9M	QoQ +9.21% (+$244.9K) YoY +102.41% (+$1.5M)
(cusip78464A383)✕	130.6K	QoQ +1.98% (+2.5K) YoY +10.58% (+12.5K)	All Managers (Combined)	$2.9M	QoQ +4.35% (+$120.2K) YoY +12.27% (+$314.9K)
(VOOcusip922908363)	5.3K	QoQ +9.51% (+462) YoY -85.26% (-30.8K)	All Managers (Combined)	$2.8M	QoQ +5.07% (+$136.6K) YoY -83.68% (-$14.5M)
(IVOOcusip921932885)	28.6K	QoQ -2.26% (-664) YoY -2.38% (-699)	All Managers (Combined)	$2.8M	QoQ -8.56% (-$264.4K) YoY -6.47% (-$195.2K)
(IJRcusip464287804)	26.1K	QoQ +5.20% (-1.3K) YoY +1.87% (-480)	All Managers (Combined)	$2.8M	QoQ -3.69% (-$105.8K) YoY -2.78% (-$78.9K)
Philip Morris International Inc.(PMcusip718172109)	17.3K	QoQ -0.16% (-29) YoY +6.12% (+999)	All Managers (Combined)	$2.8M	QoQ +30.64% (-$645.3K) YoY +84.12% (+$1.3M)
ELI LILLY & Co(LLYcusip532457108)	3.2K	QoQ +0.34% (+11) YoY -8.17% (-287)	All Managers (Combined)	$2.6M	QoQ +3.52% (+$89.2K) YoY -4.04% (-$110.6K)
VISA INC.(Vcusip92826C839)	7.2K	QoQ -1.07% (-79) YoY -2.67% (-199)	All Managers (Combined)	$2.5M	QoQ +9.69% (-$224.4K) YoY +22.23% (-$461.6K)
NIKE, Inc.(NKEcusip654106103)	40.1K	QoQ +6.84% (-2.6K) YoY +404.77% (+32.1K)	All Managers (Combined)	$2.5M	QoQ -8.59% (-$236.4K) YoY +236.90% (+$1.8M)
(cusip921932828)✕	26.0K	QoQ -2.32% (-620) YoY -0.07% (-19)	All Managers (Combined)	$2.5M	QoQ -11.10% (-$313.6K) YoY -4.98% (-$131.7K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	5.9K	QoQ -13.38% (-918) YoY -20.59% (-1.5K)	All Managers (Combined)	$2.5M	QoQ -14.66% (-$428.5K) YoY -16.15% (-$480.5K)
(cusip33741X102)✕	73.6K	QoQ +20.63% (+12.6K) YoY +95.37% (+35.9K)	All Managers (Combined)	$2.5M	QoQ +12.72% (+$278.4K) YoY +87.96% (+$1.2M)
Merck & Co., Inc.(MRKcusip58933Y105)	26.7K	QoQ -1.96% (-536) YoY +0.80% (-214)	All Managers (Combined)	$2.4M	QoQ -11.90% (-$320.9K) YoY -32.05% (-$1.1M)
COCA COLA CO(KOcusip191216100)	33.0K	QoQ +8.88% (+2.7K) YoY +13.43% (+3.9K)	All Managers (Combined)	$2.4M	QoQ +25.16% (+$474.6K) YoY +32.69% (+$581.7K)
(cusip81369Y506)✕	25.1K	QoQ -20.33% (-6.4K) YoY -56.52% (-32.6K)	All Managers (Combined)	$2.3M	QoQ -13.31% (-$358.9K) YoY -57.07% (-$3.1M)
(cusip92647N824)✕	35.3K	QoQ -3.33% (-1.2K) YoY -23.38% (-10.8K)	All Managers (Combined)	$2.3M	QoQ +1.51% (-$34.6K) YoY -15.41% (-$423.0K)