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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:756

Value:$387.3K

% of Portfolio:0.3% ($387.3K/$142.0M)

921937827

BSV|921937827

Shares:4.9K

Value:$382.3K

% of Portfolio:0.3% ($382.3K/$142.0M)

MICROSOFT CORP

MSFT|594918104

Shares:825

Value:$357.6K

% of Portfolio:0.3% ($357.6K/$142.0M)

46429B747

Shares:3.4K

Value:$346.2K

% of Portfolio:0.2% ($346.2K/$142.0M)

464288646

Shares:6.5K

Value:$338.8K

% of Portfolio:0.2% ($338.8K/$142.0M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.1K

Value:$306.3K

% of Portfolio:0.2% ($306.3K/$142.0M)

25434V716

Shares:8.4K

Value:$298.5K

% of Portfolio:0.2% ($298.5K/$142.0M)

808524839

Shares:11.4K

Value:$262.1K

% of Portfolio:0.2% ($262.1K/$142.0M)

NVIDIA CORP

NVDA|67066G104

Shares:2.2K

Value:$254.9K

% of Portfolio:0.2% ($254.9K/$142.0M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.3K

Value:$252.5K

% of Portfolio:0.2% ($252.5K/$142.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.6K

Value:$250.3K

% of Portfolio:0.2% ($250.3K/$142.0M)

AMGEN INC

AMGN|031162100

Shares:918

Value:$248.2K

% of Portfolio:0.2% ($248.2K/$142.0M)

922907746

VTEB|922907746

Shares:4.9K

Value:$241.7K

% of Portfolio:0.2% ($241.7K/$142.0M)

SOUTHERN CO

SO|842587107

Shares:2.6K

Value:$233.3K

% of Portfolio:0.2% ($233.3K/$142.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$212.7K

% of Portfolio:0.1% ($212.7K/$142.0M)

464288414

MUB|464288414

Shares:2.0K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$142.0M)

464287671

IUSG|464287671

Shares:1.4K

Value:$188.1K

% of Portfolio:0.1% ($188.1K/$142.0M)

464287614

IWF|464287614

Shares:451

Value:$167.4K

% of Portfolio:0.1% ($167.4K/$142.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:2.7K

Value:$160.5K

% of Portfolio:0.1% ($160.5K/$142.0M)

464287663

IUSV|464287663

Shares:1.7K

Value:$152.7K

% of Portfolio:0.1% ($152.7K/$142.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	756	QoQ -6.78% (-55) YoY-	All Managers (Combined)	$387.3K	0.3% ($387.3K/$142.0M)	QoQ +5.36% (-$19.7K) YoY-
(BSVcusip921937827)	4.9K	QoQ +2.32% (+111) YoY-	All Managers (Combined)	$382.3K	0.3% ($382.3K/$142.0M)	QoQ +3.58% (+$13.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	825	QoQ -7.82% (-70) YoY-	All Managers (Combined)	$357.6K	0.3% ($357.6K/$142.0M)	QoQ -5.16% (-$19.5K) YoY-
(cusip46429B747)✕	3.4K	QoQ NEW(+3.4K) YoY-	All Managers (Combined)	$346.2K	0.2% ($346.2K/$142.0M)	QoQ NEW(+$346.2K) YoY-
(cusip464288646)✕	6.5K	QoQ +3.14% (+198) YoY-	All Managers (Combined)	$338.8K	0.2% ($338.8K/$142.0M)	QoQ +4.16% (+$13.6K) YoY-
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.1K	QoQ +0.26% (+3) YoY-	All Managers (Combined)	$306.3K	0.2% ($306.3K/$142.0M)	QoQ +11.55% (+$31.7K) YoY-
(cusip25434V716)✕	8.4K	QoQ +0.21% (-18) YoY-	All Managers (Combined)	$298.5K	0.2% ($298.5K/$142.0M)	QoQ -5.72% (-$18.1K) YoY-
(cusip808524839)✕	11.4K	QoQ -17.65% (-2.4K) YoY-	All Managers (Combined)	$262.1K	0.2% ($262.1K/$142.0M)	QoQ -16.67% (-$52.5K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	2.2K	QoQ +17.23% (-330) YoY-	All Managers (Combined)	$254.9K	0.2% ($254.9K/$142.0M)	QoQ -0.87% (-$2.2K) YoY-
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.3K	QoQ +0.26% (+6) YoY-	All Managers (Combined)	$252.5K	0.2% ($252.5K/$142.0M)	QoQ +17.04% (+$36.8K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	1.6K	QoQ -29.85% (-690) YoY-	All Managers (Combined)	$250.3K	0.2% ($250.3K/$142.0M)	QoQ -25.10% (-$83.9K) YoY-
AMGEN INC(AMGNcusip031162100)	918	QoQ +0.43% (+4) YoY-	All Managers (Combined)	$248.2K	0.2% ($248.2K/$142.0M)	QoQ +4.25% (+$10.1K) YoY-
(VTEBcusip922907746)	4.9K	QoQ -0.66% (-33) YoY-	All Managers (Combined)	$241.7K	0.2% ($241.7K/$142.0M)	QoQ -2.92% (-$7.3K) YoY-
SOUTHERN CO(SOcusip842587107)	2.6K	QoQ -2.77% (-73) YoY-	All Managers (Combined)	$233.3K	0.2% ($233.3K/$142.0M)	QoQ +7.70% (-$16.7K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ -3.09% (-36) YoY-	All Managers (Combined)	$212.7K	0.1% ($212.7K/$142.0M)	QoQ +2.89% (-$6.0K) YoY-
(MUBcusip464288414)	2.0K	QoQ -5.98% (-128) YoY-	All Managers (Combined)	$210.0K	0.1% ($210.0K/$142.0M)	QoQ -7.88% (-$18.0K) YoY-
(IUSGcusip464287671)	1.4K	QoQ +0.14% (-2) YoY-	All Managers (Combined)	$188.1K	0.1% ($188.1K/$142.0M)	QoQ -5.21% (-$10.4K) YoY-
(IWFcusip464287614)	451	QoQ -9.98% (-50) YoY-	All Managers (Combined)	$167.4K	0.1% ($167.4K/$142.0M)	QoQ -16.72% (-$33.6K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	2.7K	QoQ -36.78% (-1.6K) YoY-	All Managers (Combined)	$160.5K	0.1% ($160.5K/$142.0M)	QoQ -36.76% (-$93.3K) YoY-
(IUSVcusip464287663)	1.7K	QoQ +0.40% (-7) YoY-	All Managers (Combined)	$152.7K	0.1% ($152.7K/$142.0M)	QoQ -3.65% (-$5.8K) YoY-