Keystone-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  "IJH",
  null,
  "MSFT",
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "SPLG",
  "VO",
  "VOE",
  null,
  null,
  null,
  "AMZN",
  null,
  "VOOG",
  "VBK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  null,
  "SCHD",
  "SOFI",
  null,
  null,
  "SCHA",
  "LW",
  null,
  "MELI",
  null,
  null,
  null,
  "BRK-B",
  "QQQ",
  "XOM",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 47
Total Value: 118108564
Accession Number: 0001951757-25-000459
Form Type: 13F-HR
CIK: keystone-financial-services
Manager Name: Keystone-Financial-Services

Data Enrichment

55% identified

26 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $118.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33733E104

Shares:13.9K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$118.1M)

NVIDIA CORP

NVDA|67066G104

Shares:10.4K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$118.1M)

922908363

VOO|922908363

Shares:2.1K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$118.1M)

464287127

Shares:11.2K

Value:$868.8K

% of Portfolio:0.7% ($868.8K/$118.1M)

015564107

Shares:54.3K

Value:$864.5K

% of Portfolio:0.7% ($864.5K/$118.1M)

33738R506

Shares:14.7K

Value:$863.1K

% of Portfolio:0.7% ($863.1K/$118.1M)

922908629

VO|922908629

Shares:2.7K

Value:$703.6K

% of Portfolio:0.6% ($703.6K/$118.1M)

922908595

VBK|922908595

Shares:2.5K

Value:$631.5K

% of Portfolio:0.5% ($631.5K/$118.1M)

464287507

IJH|464287507

Shares:10.7K

Value:$623.2K

% of Portfolio:0.5% ($623.2K/$118.1M)

33741X102

Shares:18.4K

Value:$615.6K

% of Portfolio:0.5% ($615.6K/$118.1M)

AMAZON COM INC

AMZN|023135106

Shares:3.1K

Value:$595.1K

% of Portfolio:0.5% ($595.1K/$118.1M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:49.9K

Value:$580.4K

% of Portfolio:0.5% ($580.4K/$118.1M)

922908538

VOT|922908538

Shares:2.2K

Value:$540.0K

% of Portfolio:0.5% ($540.0K/$118.1M)

74348A467

Shares:4.9K

Value:$501.7K

% of Portfolio:0.4% ($501.7K/$118.1M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:9.3K

Value:$497.1K

% of Portfolio:0.4% ($497.1K/$118.1M)

14020G101

Shares:14.3K

Value:$490.7K

% of Portfolio:0.4% ($490.7K/$118.1M)

922908751

VB|922908751

Shares:2.2K

Value:$487.6K

% of Portfolio:0.4% ($487.6K/$118.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.0K

Value:$479.9K

% of Portfolio:0.4% ($479.9K/$118.1M)

Tesla, Inc.

TSLA|88160R101

Shares:1.6K

Value:$410.5K

% of Portfolio:0.3% ($410.5K/$118.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:655

Value:$366.2K

% of Portfolio:0.3% ($366.2K/$118.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33733E104)✕	13.9K	QoQ +7.35% (+952) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$118.1M)	QoQ +9.58% (+$108.9K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	10.4K	QoQ +37.20% (+2.8K) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$118.1M)	QoQ +10.73% (+$109.5K) YoY-
(VOOcusip922908363)	2.1K	QoQ +239.60% (+1.5K) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$118.1M)	QoQ +223.98% (+$737.1K) YoY-
(cusip464287127)✕	11.2K	QoQ +5.02% (-538) YoY-	All Managers (Combined)	$868.8K	0.7% ($868.8K/$118.1M)	QoQ -0.01% (-$148) YoY-
(cusip015564107)✕	54.3K	QoQ +37.66% (+14.9K) YoY-	All Managers (Combined)	$864.5K	0.7% ($864.5K/$118.1M)	QoQ +17.22% (+$127.1K) YoY-
(cusip33738R506)✕	14.7K	QoQ -0.25% (-37) YoY-	All Managers (Combined)	$863.1K	0.7% ($863.1K/$118.1M)	QoQ -1.25% (-$11.0K) YoY-
(VOcusip922908629)	2.7K	QoQ +81.52% (+1.2K) YoY-	All Managers (Combined)	$703.6K	0.6% ($703.6K/$118.1M)	QoQ +77.68% (+$307.6K) YoY-
(VBKcusip922908595)	2.5K	QoQ +32.27% (+612) YoY-	All Managers (Combined)	$631.5K	0.5% ($631.5K/$118.1M)	QoQ +18.89% (+$100.4K) YoY-
(IJHcusip464287507)	10.7K	QoQ -3.77% (-419) YoY-	All Managers (Combined)	$623.2K	0.5% ($623.2K/$118.1M)	QoQ -9.89% (-$68.4K) YoY-
(cusip33741X102)✕	18.4K	QoQ +14.85% (+2.4K) YoY-	All Managers (Combined)	$615.6K	0.5% ($615.6K/$118.1M)	QoQ +7.32% (+$42.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	3.1K	QoQ +16.84% (+451) YoY-	All Managers (Combined)	$595.1K	0.5% ($595.1K/$118.1M)	QoQ +1.33% (+$7.8K) YoY-
SoFi Technologies, Inc.(SOFIcusip83406F102)	49.9K	QoQ +179.46% (+32.0K) YoY-	All Managers (Combined)	$580.4K	0.5% ($580.4K/$118.1M)	QoQ +111.05% (+$305.4K) YoY-
(VOTcusip922908538)	2.2K	QoQ +27.49% (+476) YoY-	All Managers (Combined)	$540.0K	0.5% ($540.0K/$118.1M)	QoQ +22.91% (+$100.7K) YoY-
(cusip74348A467)✕	4.9K	QoQ +86.12% (+2.3K) YoY-	All Managers (Combined)	$501.7K	0.4% ($501.7K/$118.1M)	QoQ +91.07% (+$239.1K) YoY-
Lamb Weston Holdings, Inc.(LWcusip513272104)	9.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$497.1K	0.4% ($497.1K/$118.1M)	QoQ -20.24% (-$126.2K) YoY-
(cusip14020G101)✕	14.3K	QoQ +13.53% (+1.7K) YoY-	All Managers (Combined)	$490.7K	0.4% ($490.7K/$118.1M)	QoQ +4.61% (+$21.6K) YoY-
(VBcusip922908751)	2.2K	QoQ +63.25% (+852) YoY-	All Managers (Combined)	$487.6K	0.4% ($487.6K/$118.1M)	QoQ +50.67% (+$164.0K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	4.0K	QoQ +1.10% (+44) YoY-	All Managers (Combined)	$479.9K	0.4% ($479.9K/$118.1M)	QoQ +11.77% (+$50.5K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.6K	QoQ +160.52% (+976) YoY-	All Managers (Combined)	$410.5K	0.3% ($410.5K/$118.1M)	QoQ +67.18% (+$165.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	655	QoQ +43.95% (+200) YoY-	All Managers (Combined)	$366.2K	0.3% ($366.2K/$118.1M)	QoQ +37.31% (+$99.5K) YoY-