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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Keystone-Financial-Group-2
Data Enrichment
67% identified265 identified130 unidentified
Holdings
395 positions • $923.1M total value
Manager:
Search and click to pin securities to the top
Page 5 of 20
33738R506
Shares:39.2K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$923.1M)
092528603
Shares:42.5K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$923.1M)
33739N108
Shares:43.1K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$923.1M)
92647N766
Shares:23.8K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$923.1M)
464287291
Shares:21.8K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$923.1M)
14020V108
Shares:45.2K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$923.1M)
949746804
Shares:1.3K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$923.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33738R506)✕ | 39.2K | QoQ +2.13% (+818)YoY +0.87% (+341) | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$923.1M) | |
PFIZER INC(PFEcusip717081103) | 89.7K | All Managers (Combined) | $2.3M | 0.2% ($2.3M/$923.1M) | ||
(cusip092528603)✕ | 42.5K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$923.1M) | ||
(cusip33739N108)✕ | 43.1K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$923.1M) | ||
Walmart Inc.(WMTcusip931142103) | 24.5K | All Managers (Combined) | $2.2M | 0.2% ($2.2M/$923.1M) | ||
| 60.4K | QoQ +1.48% (-886)YoY NEW(+60.4K) | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$923.1M) | YoY NEW(+$2.1M) | |
| 15.7K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$923.1M) | |||
| 8.0K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$923.1M) | |||
(cusip92647N766)✕ | 23.8K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$923.1M) | ||
| 22.6K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$923.1M) | |||
| 7.2K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$923.1M) | |||
(cusip464287291)✕ | 21.8K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$923.1M) | ||
| 30.8K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$923.1M) | |||
| 7.9K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$923.1M) | |||
| 25.7K | QoQ -0.17% (-44) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$923.1M) | ||
| 62.6K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$923.1M) | |||
(cusip14020V108)✕ | 45.2K | YoY NEW(+45.2K) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$923.1M) | YoY NEW(+$1.5M) |
| 3.0K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$923.1M) | |||
(cusip949746804)✕ | 1.3K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$923.1M) | ||
| 8.0K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$923.1M) |