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:

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MERCADOLIBRE INC

MELI|58733R102

Shares:146

Value:$284.8K

% of Portfolio:0.2% ($284.8K/$118.1M)

74347B680

Shares:3.5K

Value:$283.1K

% of Portfolio:0.2% ($283.1K/$118.1M)

41653L404

Shares:14.4K

Value:$276.2K

% of Portfolio:0.2% ($276.2K/$118.1M)

808524508

Shares:10.5K

Value:$275.7K

% of Portfolio:0.2% ($275.7K/$118.1M)

808524607

SCHA|808524607

Shares:11.5K

Value:$269.3K

% of Portfolio:0.2% ($269.3K/$118.1M)

MICROSOFT CORP

MSFT|594918104

Shares:637

Value:$239.2K

% of Portfolio:0.2% ($239.2K/$118.1M)

922908611

VBR|922908611

Shares:1.1K

Value:$205.2K

% of Portfolio:0.2% ($205.2K/$118.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MERCADOLIBRE INC(MELIcusip58733R102)	146	QoQ NEW(+146) YoY-	All Managers (Combined)	$284.8K	0.2% ($284.8K/$118.1M)	QoQ NEW(+$284.8K) YoY-
(cusip74347B680)✕	3.5K	QoQ +22.72% (+650) YoY-	All Managers (Combined)	$283.1K	0.2% ($283.1K/$118.1M)	QoQ +22.70% (+$52.4K) YoY-
(cusip41653L404)✕	14.4K	QoQ +13.86% (+1.8K) YoY-	All Managers (Combined)	$276.2K	0.2% ($276.2K/$118.1M)	QoQ +12.74% (+$31.2K) YoY-
(cusip808524508)✕	10.5K	QoQ NEW(+10.5K) YoY-	All Managers (Combined)	$275.7K	0.2% ($275.7K/$118.1M)	QoQ NEW(+$275.7K) YoY-
(SCHAcusip808524607)	11.5K	QoQ NEW(+11.5K) YoY-	All Managers (Combined)	$269.3K	0.2% ($269.3K/$118.1M)	QoQ NEW(+$269.3K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	637	QoQ +32.98% (+158) YoY-	All Managers (Combined)	$239.2K	0.2% ($239.2K/$118.1M)	QoQ +18.58% (+$37.5K) YoY-
(VBRcusip922908611)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$205.2K	0.2% ($205.2K/$118.1M)	QoQ NEW(+$205.2K) YoY-