Keystone-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "MMM",
  "ABBV",
  null,
  "GOOGL",
  null,
  "T",
  null,
  null,
  null,
  "GME",
  null,
  null,
  "PINC",
  null,
  "EOG",
  null,
  null,
  "LOGI",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMR",
  null,
  "ICE",
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "ASA",
  null,
  "SCHY",
  "MDT",
  "MSFT",
  "GE",
  "IJR",
  null,
  "IWF",
  "PEP",
  "IEMG",
  null,
  null,
  "AAPL",
  "NVDA",
  "GS",
  null,
  "OGN",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "IOT",
  "IEFA",
  null,
  null,
  "SPDW",
  "GLD",
  null,
  "TXN",
  "TFC",
  "TRV",
  "VNQ",
  "MET",
  "SNV",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  null,
  "VYM",
  "R",
  "ATO",
  "GM",
  "DRI",
  "WEC",
  null,
  null,
  "VIGI",
  "LCID",
  "UCB",
  "VUG",
  "VEA",
  null,
  "VTEB",
  "BSV",
  "VT",
  "VB",
  "VTV",
  "VTRS",
  "WBD",
  "WMT",
  null,
  "IUSG",
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SCHA",
  "NSC",
  "SO",
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  "GEV",
  "DGRO",
  null,
  null,
  null,
  "NRG",
  "SSBK",
  "KMB",
  "BRK-B",
  "BDX",
  "BA",
  "CSCO",
  "CCEP",
  "CPNG",
  "DE",
  "DFAX",
  "DFAC",
  "DCI",
  "USMV",
  "NKE",
  "QQQ",
  "DIS",
  "XOM",
  "JNJ",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 156
Total Value: 142005089
Accession Number: 0002053642-25-000002
Form Type: 13F-HR
CIK: keystone-financial-group
Manager Name: Keystone-Financial-Group

Data Enrichment

63% identified

99 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

156 positions • $142.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288521

Shares:33.3K

Value:$1.9M

% of Portfolio:1.3% ($1.9M/$142.0M)

46431W507

Shares:32.2K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$142.0M)

46432F842

IEFA|46432F842

Shares:16.1K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$142.0M)

46432F388

Shares:11.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$142.0M)

78464A805

Shares:16.6K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$142.0M)

464287804

IJR|464287804

Shares:9.2K

Value:$936.1K

% of Portfolio:0.7% ($936.1K/$142.0M)

25434V617

Shares:13.4K

Value:$827.2K

% of Portfolio:0.6% ($827.2K/$142.0M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:21.0K

Value:$819.0K

% of Portfolio:0.6% ($819.0K/$142.0M)

808524672

SCHY|808524672

Shares:30.1K

Value:$803.3K

% of Portfolio:0.6% ($803.3K/$142.0M)

46429B697

USMV|46429B697

Shares:8.6K

Value:$795.8K

% of Portfolio:0.6% ($795.8K/$142.0M)

45783Y855

Shares:25.1K

Value:$790.9K

% of Portfolio:0.6% ($790.9K/$142.0M)

922908744

VTV|922908744

Shares:4.1K

Value:$682.8K

% of Portfolio:0.5% ($682.8K/$142.0M)

46434G103

IEMG|46434G103

Shares:11.6K

Value:$647.9K

% of Portfolio:0.5% ($647.9K/$142.0M)

46432F396

MTUM|46432F396

Shares:2.6K

Value:$556.1K

% of Portfolio:0.4% ($556.1K/$142.0M)

45782C417

Shares:14.6K

Value:$524.0K

% of Portfolio:0.4% ($524.0K/$142.0M)

UNITED COMMUNITY BANKS INC

UCB|90984P303

Shares:18.0K

Value:$502.5K

% of Portfolio:0.4% ($502.5K/$142.0M)

922908769

VTI|922908769

Shares:1.8K

Value:$499.6K

% of Portfolio:0.4% ($499.6K/$142.0M)

45783Y442

Shares:16.4K

Value:$487.7K

% of Portfolio:0.3% ($487.7K/$142.0M)

922908736

VUG|922908736

Shares:1.2K

Value:$463.8K

% of Portfolio:0.3% ($463.8K/$142.0M)

45782C540

Shares:10.7K

Value:$404.0K

% of Portfolio:0.3% ($404.0K/$142.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288521)✕	33.3K	QoQ +11.72% (+3.5K) YoY-	All Managers (Combined)	$1.9M	1.3% ($1.9M/$142.0M)	QoQ +9.98% (+$170.6K) YoY-
(cusip46431W507)✕	32.2K	QoQ +236.02% (+22.6K) YoY-	All Managers (Combined)	$1.6M	1.2% ($1.6M/$142.0M)	QoQ +237.82% (+$1.2M) YoY-
(IEFAcusip46432F842)	16.1K	QoQ -0.51% (-83) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$142.0M)	QoQ +13.27% (-$151.4K) YoY-
(cusip46432F388)✕	11.3K	QoQ -2.40% (-279) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$142.0M)	QoQ -4.36% (-$53.5K) YoY-
(cusip78464A805)✕	16.6K	QoQ -2.12% (-361) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$142.0M)	QoQ -6.93% (-$84.1K) YoY-
(IJRcusip464287804)	9.2K	QoQ -10.22% (-1.0K) YoY-	All Managers (Combined)	$936.1K	0.7% ($936.1K/$142.0M)	QoQ -20.79% (-$245.8K) YoY-
(cusip25434V617)✕	13.4K	QoQ +17.49% (+2.0K) YoY-	All Managers (Combined)	$827.2K	0.6% ($827.2K/$142.0M)	QoQ +16.01% (+$114.2K) YoY-
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	21.0K	QoQ -0.54% (-116) YoY-	All Managers (Combined)	$819.0K	0.6% ($819.0K/$142.0M)	QoQ -10.65% (-$97.7K) YoY-
(SCHYcusip808524672)	30.1K	QoQ -26.77% (-11.0K) YoY-	All Managers (Combined)	$803.3K	0.6% ($803.3K/$142.0M)	QoQ -15.46% (-$147.0K) YoY-
(USMVcusip46429B697)	8.6K	QoQ -7.55% (-704) YoY-	All Managers (Combined)	$795.8K	0.6% ($795.8K/$142.0M)	QoQ -3.84% (-$31.8K) YoY-
(cusip45783Y855)✕	25.1K	QoQ NEW(+25.1K) YoY-	All Managers (Combined)	$790.9K	0.6% ($790.9K/$142.0M)	QoQ NEW(+$790.9K) YoY-
(VTVcusip922908744)	4.1K	QoQ -4.51% (-194) YoY-	All Managers (Combined)	$682.8K	0.5% ($682.8K/$142.0M)	QoQ -6.05% (-$44.0K) YoY-
(IEMGcusip46434G103)	11.6K	QoQ -1.72% (-203) YoY-	All Managers (Combined)	$647.9K	0.5% ($647.9K/$142.0M)	QoQ +5.16% (-$31.8K) YoY-
(MTUMcusip46432F396)	2.6K	QoQ -7.93% (-224) YoY-	All Managers (Combined)	$556.1K	0.4% ($556.1K/$142.0M)	QoQ -4.75% (-$27.7K) YoY-
(cusip45782C417)✕	14.6K	QoQ +1.76% (-254) YoY-	All Managers (Combined)	$524.0K	0.4% ($524.0K/$142.0M)	QoQ -0.97% (-$5.1K) YoY-
UNITED COMMUNITY BANKS INC(UCBcusip90984P303)	18.0K	QoQ +1.35% (-242) YoY-	All Managers (Combined)	$502.5K	0.4% ($502.5K/$142.0M)	QoQ -13.28% (-$77.0K) YoY-
(VTIcusip922908769)	1.8K	QoQ +0.44% (-8) YoY-	All Managers (Combined)	$499.6K	0.4% ($499.6K/$142.0M)	QoQ -4.69% (-$24.6K) YoY-
(cusip45783Y442)✕	16.4K	QoQ NEW(+16.4K) YoY-	All Managers (Combined)	$487.7K	0.3% ($487.7K/$142.0M)	QoQ NEW(+$487.7K) YoY-
(VUGcusip922908736)	1.2K	QoQ -17.53% (-257) YoY-	All Managers (Combined)	$463.8K	0.3% ($463.8K/$142.0M)	QoQ -22.93% (-$138.0K) YoY-
(cusip45782C540)✕	10.7K	QoQ +70.17% (+4.4K) YoY-	All Managers (Combined)	$404.0K	0.3% ($404.0K/$142.0M)	QoQ +66.63% (+$161.5K) YoY-