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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46429B333

Shares:1.6K

Value:$68.8K

% of Portfolio:0.0% ($68.8K/$142.0M)

HOME DEPOT, INC.

HD|437076102

Shares:171

Value:$61.3K

% of Portfolio:0.0% ($61.3K/$142.0M)

Medtronic plc

MDT|G5960L103

Shares:741

Value:$61.0K

% of Portfolio:0.0% ($61.0K/$142.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:110

Value:$60.4K

% of Portfolio:0.0% ($60.4K/$142.0M)

PEPSICO INC

PEP|713448108

Shares:453

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$142.0M)

921946406

VYM|921946406

Shares:475

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$142.0M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:437

Value:$58.0K

% of Portfolio:0.0% ($58.0K/$142.0M)

BECTON DICKINSON & CO

BDX|075887109

Shares:320

Value:$52.8K

% of Portfolio:0.0% ($52.8K/$142.0M)

25434V682

Shares:1.5K

Value:$52.1K

% of Portfolio:0.0% ($52.1K/$142.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:163

Value:$51.4K

% of Portfolio:0.0% ($51.4K/$142.0M)

46435U218

Shares:525

Value:$51.0K

% of Portfolio:0.0% ($51.0K/$142.0M)

81369Y209

Shares:367

Value:$49.3K

% of Portfolio:0.0% ($49.3K/$142.0M)

Premier, Inc.

PINC|74051N102

Shares:1.8K

Value:$40.2K

% of Portfolio:0.0% ($40.2K/$142.0M)

97717X669

Shares:512

Value:$39.9K

% of Portfolio:0.0% ($39.9K/$142.0M)

921910725

VSGX|921910725

Shares:600

Value:$37.1K

% of Portfolio:0.0% ($37.1K/$142.0M)

921943858

VEA|921943858

Shares:676

Value:$36.3K

% of Portfolio:0.0% ($36.3K/$142.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:340

Value:$35.7K

% of Portfolio:0.0% ($35.7K/$142.0M)

BOEING CO

BA|097023105

Shares:190

Value:$35.3K

% of Portfolio:0.0% ($35.3K/$142.0M)

25434V799

Shares:1.2K

Value:$35.3K

% of Portfolio:0.0% ($35.3K/$142.0M)

464288612

Shares:311

Value:$32.9K

% of Portfolio:0.0% ($32.9K/$142.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B333)✕	1.6K	QoQ -89.93% (-14.2K) YoY-	All Managers (Combined)	$68.8K	0.0% ($68.8K/$142.0M)	QoQ -89.81% (-$607.1K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	171	QoQ +0.58% (-1) YoY-	All Managers (Combined)	$61.3K	0.0% ($61.3K/$142.0M)	QoQ -7.35% (-$4.9K) YoY-
Medtronic plc(MDTcusipG5960L103)	741	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$61.0K	0.0% ($61.0K/$142.0M)	QoQ +2.15% (+$1.3K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	110	QoQ +0.91% (-1) YoY-	All Managers (Combined)	$60.4K	0.0% ($60.4K/$142.0M)	QoQ -3.53% (-$2.2K) YoY-
PEPSICO INC(PEPcusip713448108)	453	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$59.2K	0.0% ($59.2K/$142.0M)	QoQ -14.02% (-$9.7K) YoY-
(VYMcusip921946406)	475	QoQ -1.24% (-6) YoY-	All Managers (Combined)	$59.2K	0.0% ($59.2K/$142.0M)	QoQ -3.61% (-$2.2K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	437	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$58.0K	0.0% ($58.0K/$142.0M)	QoQ +0.38% (+$222) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	320	QoQ +0.62% (-2) YoY-	All Managers (Combined)	$52.8K	0.0% ($52.8K/$142.0M)	QoQ -26.87% (-$19.4K) YoY-
(cusip25434V682)✕	1.5K	QoQ +0.20% (+3) YoY-	All Managers (Combined)	$52.1K	0.0% ($52.1K/$142.0M)	QoQ +5.58% (+$2.8K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	163	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$51.4K	0.0% ($51.4K/$142.0M)	QoQ +30.29% (+$12.0K) YoY-
(cusip46435U218)✕	525	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$51.0K	0.0% ($51.0K/$142.0M)	QoQ -5.64% (-$3.1K) YoY-
(cusip81369Y209)✕	367	QoQ +0.27% (-1) YoY-	All Managers (Combined)	$49.3K	0.0% ($49.3K/$142.0M)	QoQ -2.12% (-$1.1K) YoY-
Premier, Inc.(PINCcusip74051N102)	1.8K	QoQ +1.15% (+20) YoY-	All Managers (Combined)	$40.2K	0.0% ($40.2K/$142.0M)	QoQ +9.45% (+$3.5K) YoY-
(cusip97717X669)✕	512	QoQ +2.19% (-11) YoY-	All Managers (Combined)	$39.9K	0.0% ($39.9K/$142.0M)	QoQ -1.68% (-$682) YoY-
(VSGXcusip921910725)	600	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$37.1K	0.0% ($37.1K/$142.0M)	QoQ +9.18% (+$3.1K) YoY-
(VEAcusip921943858)	676	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$36.3K	0.0% ($36.3K/$142.0M)	QoQ +12.29% (+$4.0K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	340	QoQ +0.89% (-3) YoY-	All Managers (Combined)	$35.7K	0.0% ($35.7K/$142.0M)	QoQ -1.79% (-$652) YoY-
BOEING CO(BAcusip097023105)	190	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$35.3K	0.0% ($35.3K/$142.0M)	QoQ +5.06% (+$1.7K) YoY-
(cusip25434V799)✕	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$35.3K	0.0% ($35.3K/$142.0M)	QoQ NEW(+$35.3K) YoY-
(cusip464288612)✕	311	QoQ NEW(+311) YoY-	All Managers (Combined)	$32.9K	0.0% ($32.9K/$142.0M)	QoQ NEW(+$32.9K) YoY-