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 6 of 20
092528843
Shares:26.2K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$923.1M)
33734H106
Shares:28.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$923.1M)
33734Y109
Shares:14.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$923.1M)
Shares:36.1K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$923.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 26.9K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$923.1M) | |||
| 2.7K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$923.1M) | |||
| 5.8K | QoQ -1.23% (-72)YoY -1.08% (-63) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$923.1M) | ||
| 71.2K | QoQ NEW(+71.2K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | QoQ NEW(+$1.3M) | |
UNILEVER PLC(ULcusip904767704) | 22.0K | QoQ +0.84% (+184)YoY +0.26% (+58) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | |
| 2.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | |||
(cusip092528843)✕ | 26.2K | QoQ NEW(+26.2K) YoY NEW(+26.2K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
| 22.1K | QoQ -1.16% (-259)YoY -4.20% (-967) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | ||
(cusip33734H106)✕ | 28.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | ||
Duke Energy CORP(DUKcusip26441C204) | 10.5K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | ||
| 6.4K | QoQ -4.77% (-320)YoY -9.73% (-688) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | ||
Broadcom Inc.(AVGOcusip11135F101) | 7.6K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | ||
(cusip33734Y109)✕ | 14.0K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$923.1M) | ||
| 9.8K | QoQ -1.19% (-119)YoY -5.39% (-559) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$923.1M) | ||
| 2.3K | QoQ -4.27% (-101)YoY +7.15% (+151) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$923.1M) | ||
| 36.1K | QoQ NEW(+36.1K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$923.1M) | QoQ NEW(+$1.2M) | |
| 11.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$923.1M) | |||
| 8.3K | QoQ -0.37% (-31)YoY +3.66% (-293) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$923.1M) | ||
| 1.3K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$923.1M) | |||
| 8.2K | QoQ -1.28% (-106)YoY -0.95% (-79) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$923.1M) |