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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DEERE & CO

DE|244199105

Shares:304

Value:$144.8K

% of Portfolio:0.1% ($144.8K/$142.0M)

Apple Inc.

AAPL|037833100

Shares:704

Value:$139.8K

% of Portfolio:0.1% ($139.8K/$142.0M)

922908553

VNQ|922908553

Shares:1.5K

Value:$134.3K

% of Portfolio:0.1% ($134.3K/$142.0M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:727

Value:$127.4K

% of Portfolio:0.1% ($127.4K/$142.0M)

464287507

IJH|464287507

Shares:2.2K

Value:$125.3K

% of Portfolio:0.1% ($125.3K/$142.0M)

45782C573

Shares:3.1K

Value:$116.2K

% of Portfolio:0.1% ($116.2K/$142.0M)

3M CO

MMM|88579Y101

Shares:823

Value:$113.6K

% of Portfolio:0.1% ($113.6K/$142.0M)

922020748

Shares:1.4K

Value:$108.6K

% of Portfolio:0.1% ($108.6K/$142.0M)

33736M103

Shares:1.5K

Value:$103.2K

% of Portfolio:0.1% ($103.2K/$142.0M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:610

Value:$99.1K

% of Portfolio:0.1% ($99.1K/$142.0M)

81369Y886

Shares:1.2K

Value:$96.3K

% of Portfolio:0.1% ($96.3K/$142.0M)

ATMOS ENERGY CORP

ATO|049560105

Shares:572

Value:$92.6K

% of Portfolio:0.1% ($92.6K/$142.0M)

PFIZER INC

PFE|717081103

Shares:4.0K

Value:$90.4K

% of Portfolio:0.1% ($90.4K/$142.0M)

46435G250

Shares:1.9K

Value:$89.8K

% of Portfolio:0.1% ($89.8K/$142.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:387

Value:$81.3K

% of Portfolio:0.1% ($81.3K/$142.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:474

Value:$76.0K

% of Portfolio:0.1% ($76.0K/$142.0M)

46434V613

Shares:1.6K

Value:$73.3K

% of Portfolio:0.1% ($73.3K/$142.0M)

25434V732

Shares:2.6K

Value:$72.6K

% of Portfolio:0.1% ($72.6K/$142.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:668

Value:$71.6K

% of Portfolio:0.1% ($71.6K/$142.0M)

922908751

VB|922908751

Shares:324

Value:$71.0K

% of Portfolio:0.1% ($71.0K/$142.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DEERE & CO(DEcusip244199105)	304	QoQ +0.33% (+1) YoY-	All Managers (Combined)	$144.8K	0.1% ($144.8K/$142.0M)	QoQ +12.47% (+$16.1K) YoY-
Apple Inc.(AAPLcusip037833100)	704	QoQ -27.94% (-273) YoY-	All Managers (Combined)	$139.8K	0.1% ($139.8K/$142.0M)	QoQ -42.88% (-$104.9K) YoY-
(VNQcusip922908553)	1.5K	QoQ -8.25% (-136) YoY-	All Managers (Combined)	$134.3K	0.1% ($134.3K/$142.0M)	QoQ -8.52% (-$12.5K) YoY-
Intercontinental Exchange, Inc.(ICEcusip45866F104)	727	QoQ +0.27% (+2) YoY-	All Managers (Combined)	$127.4K	0.1% ($127.4K/$142.0M)	QoQ +17.89% (+$19.3K) YoY-
(IJHcusip464287507)	2.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$125.3K	0.1% ($125.3K/$142.0M)	QoQ -6.78% (-$9.1K) YoY-
(cusip45782C573)✕	3.1K	QoQ -45.82% (-2.6K) YoY-	All Managers (Combined)	$116.2K	0.1% ($116.2K/$142.0M)	QoQ -46.64% (-$101.6K) YoY-
3M CO(MMMcusip88579Y101)	823	QoQ +0.48% (+4) YoY-	All Managers (Combined)	$113.6K	0.1% ($113.6K/$142.0M)	QoQ +7.44% (+$7.9K) YoY-
(cusip922020748)✕	1.4K	QoQ +20.37% (+240) YoY-	All Managers (Combined)	$108.6K	0.1% ($108.6K/$142.0M)	QoQ +21.61% (+$19.3K) YoY-
(cusip33736M103)✕	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$103.2K	0.1% ($103.2K/$142.0M)	QoQ NEW(+$103.2K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	610	QoQ +9.90% (-55) YoY-	All Managers (Combined)	$99.1K	0.1% ($99.1K/$142.0M)	QoQ -4.82% (-$5.0K) YoY-
(cusip81369Y886)✕	1.2K	QoQ +0.75% (+9) YoY-	All Managers (Combined)	$96.3K	0.1% ($96.3K/$142.0M)	QoQ +7.14% (+$6.4K) YoY-
ATMOS ENERGY CORP(ATOcusip049560105)	572	QoQ +0.52% (+3) YoY-	All Managers (Combined)	$92.6K	0.1% ($92.6K/$142.0M)	QoQ +16.96% (+$13.4K) YoY-
PFIZER INC(PFEcusip717081103)	4.0K	QoQ -7.70% (-330) YoY-	All Managers (Combined)	$90.4K	0.1% ($90.4K/$142.0M)	QoQ -20.41% (-$23.2K) YoY-
(cusip46435G250)✕	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$89.8K	0.1% ($89.8K/$142.0M)	QoQ NEW(+$89.8K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	387	QoQ +0.51% (-2) YoY-	All Managers (Combined)	$81.3K	0.1% ($81.3K/$142.0M)	QoQ -6.56% (-$5.7K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	474	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$76.0K	0.1% ($76.0K/$142.0M)	QoQ -4.38% (-$3.5K) YoY-
(cusip46434V613)✕	1.6K	QoQ +10.75% (+156) YoY-	All Managers (Combined)	$73.3K	0.1% ($73.3K/$142.0M)	QoQ +11.78% (+$7.7K) YoY-
(cusip25434V732)✕	2.6K	QoQ +76.45% (+1.1K) YoY-	All Managers (Combined)	$72.6K	0.1% ($72.6K/$142.0M)	QoQ +84.84% (+$33.3K) YoY-
EMERSON ELECTRIC CO(EMRcusip291011104)	668	QoQ +0.45% (-3) YoY-	All Managers (Combined)	$71.6K	0.1% ($71.6K/$142.0M)	QoQ -13.15% (-$10.9K) YoY-
(VBcusip922908751)	324	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$71.0K	0.1% ($71.0K/$142.0M)	QoQ -8.78% (-$6.8K) YoY-