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 5 of 20

Sort by:

33738R506

Shares:39.2K

Value:$2.3M

PFIZER INC

PFE|717081103

Shares:89.7K

Value:$2.3M

092528603

Shares:42.5K

Value:$2.2M

33739N108

Shares:43.1K

Value:$2.2M

Walmart Inc.

WMT|931142103

Shares:24.5K

Value:$2.2M

LINCOLN NATIONAL CORP

LNC|534187109

Shares:60.4K

Value:$2.1M

921946406

VYM|921946406

Shares:15.7K

Value:$2.0M

92206C730

VONE|92206C730

Shares:8.0K

Value:$2.0M

92647N766

Shares:23.8K

Value:$2.0M

46432F842

IEFA|46432F842

Shares:22.6K

Value:$1.7M

RH|74967X103

Shares:7.2K

Value:$1.7M

464287291

Shares:21.8K

Value:$1.6M

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:30.8K

Value:$1.6M

81369Y803

XLK|81369Y803

Shares:7.9K

Value:$1.6M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:25.7K

Value:$1.6M

808524300

SCHG|808524300

Shares:62.6K

Value:$1.6M

14020V108

Shares:45.2K

Value:$1.5M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.0K

Value:$1.5M

949746804

Shares:1.3K

Value:$1.5M

Palo Alto Networks Inc

PANW|697435105

Shares:8.0K

Value:$1.5M

Instrument	Shares		Other Manager	Value
(cusip33738R506)✕	39.2K	QoQ +2.13% (+818) YoY +0.87% (+341)	All Managers (Combined)	$2.3M	QoQ +1.09% (+$24.9K) YoY +5.13% (+$112.0K)
PFIZER INC(PFEcusip717081103)	89.7K	QoQ +28.75% (+20.0K) YoY +72.13% (+37.6K)	All Managers (Combined)	$2.3M	QoQ +22.98% (+$424.9K) YoY +57.18% (+$827.1K)
(cusip092528603)✕	42.5K	QoQ -17.33% (-8.9K) YoY -27.05% (-15.8K)	All Managers (Combined)	$2.2M	QoQ -16.75% (-$448.3K) YoY -27.16% (-$830.4K)
(cusip33739N108)✕	43.1K	QoQ +17.00% (+6.3K) YoY +37.78% (+11.8K)	All Managers (Combined)	$2.2M	QoQ +15.65% (+$294.3K) YoY +35.27% (+$566.8K)
Walmart Inc.(WMTcusip931142103)	24.5K	QoQ +13.37% (+2.9K) YoY +27.27% (+5.3K)	All Managers (Combined)	$2.2M	QoQ +10.16% (+$198.5K) YoY +85.70% (+$993.3K)
LINCOLN NATIONAL CORP(LNCcusip534187109)	60.4K	QoQ +1.48% (-886) YoY NEW(+60.4K)	All Managers (Combined)	$2.1M	QoQ -5.71% (-$128.5K) YoY NEW(+$2.1M)
(VYMcusip921946406)	15.7K	QoQ -6.24% (-1.0K) YoY -7.91% (-1.4K)	All Managers (Combined)	$2.0M	QoQ -5.24% (-$112.0K) YoY -1.85% (-$38.2K)
(VONEcusip92206C730)	8.0K	QoQ +3.77% (-290) YoY +92.76% (+3.8K)	All Managers (Combined)	$2.0M	QoQ -1.22% (-$25.1K) YoY +105.33% (+$1.0M)
(cusip92647N766)✕	23.8K	QoQ -9.27% (-2.4K) YoY -13.05% (-3.6K)	All Managers (Combined)	$2.0M	QoQ -9.77% (-$217.4K) YoY -9.76% (-$217.1K)
(IEFAcusip46432F842)	22.6K	QoQ -6.39% (-1.5K) YoY -9.52% (-2.4K)	All Managers (Combined)	$1.7M	QoQ -0.07% (-$1.3K) YoY -7.77% (-$144.4K)
RH(RHcusip74967X103)	7.2K	QoQ +3.02% (-211) YoY +585.48% (+6.1K)	All Managers (Combined)	$1.7M	QoQ -37.06% (-$978.6K) YoY +355.71% (+$1.3M)
(cusip464287291)✕	21.8K	QoQ -12.45% (-3.1K) YoY -15.56% (-4.0K)	All Managers (Combined)	$1.6M	QoQ -21.75% (-$458.1K) YoY -14.51% (-$279.7K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	30.8K	QoQ +0.04% (-13) YoY -31.81% (-14.4K)	All Managers (Combined)	$1.6M	QoQ -0.83% (-$13.8K) YoY -6.77% (-$119.6K)
(XLKcusip81369Y803)	7.9K	QoQ -21.56% (-2.2K) YoY +13.69% (+957)	All Managers (Combined)	$1.6M	QoQ -30.35% (-$714.8K) YoY +12.71% (+$185.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	25.7K	QoQ -0.17% (-44) YoY +4.59% (+1.1K)	All Managers (Combined)	$1.6M	QoQ +3.98% (-$60.7K) YoY +29.30% (+$359.3K)
(SCHGcusip808524300)	62.6K	QoQ -4.56% (-3.0K) YoY +225.04% (-43.3K)	All Managers (Combined)	$1.6M	QoQ -14.25% (-$260.5K) YoY -12.21% (-$218.1K)
(cusip14020V108)✕	45.2K	QoQ +32.58% (+11.1K) YoY NEW(+45.2K)	All Managers (Combined)	$1.5M	QoQ +26.63% (+$317.8K) YoY NEW(+$1.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.0K	QoQ -91.07% (-30.1K) YoY -90.13% (-27.0K)	All Managers (Combined)	$1.5M	QoQ -89.95% (-$13.5M) YoY -87.99% (-$11.1M)
(cusip949746804)✕	1.3K	QoQ +155.40% (+777) YoY -50.92% (-1.3K)	All Managers (Combined)	$1.5M	QoQ +147.76% (+$894.0K) YoY -52.75% (-$1.7M)
Palo Alto Networks Inc(PANWcusip697435105)	8.0K	QoQ +2.29% (-179) YoY +744.03% (+7.0K)	All Managers (Combined)	$1.5M	QoQ -1.21% (-$18.2K) YoY +452.33% (+$1.2M)