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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SYNOVUS FINANCIAL CORP

SNV|87161C501

Shares:722

Value:$32.2K

% of Portfolio:0.0% ($32.2K/$142.0M)

92206C409

Shares:409

Value:$32.2K

% of Portfolio:0.0% ($32.2K/$142.0M)

389930207

Shares:763

Value:$32.1K

% of Portfolio:0.0% ($32.1K/$142.0M)

092528108

Shares:1.4K

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$142.0M)

NRG ENERGY, INC.

NRG|629377508

Shares:240

Value:$28.2K

% of Portfolio:0.0% ($28.2K/$142.0M)

464288638

Shares:494

Value:$25.7K

% of Portfolio:0.0% ($25.7K/$142.0M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:116

Value:$25.6K

% of Portfolio:0.0% ($25.6K/$142.0M)

Samsara Inc.

IOT|79589L106

Shares:600

Value:$24.8K

% of Portfolio:0.0% ($24.8K/$142.0M)

46428Q109

Shares:810

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$142.0M)

EOG RESOURCES INC

EOG|26875P101

Shares:225

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$142.0M)

Walmart Inc.

WMT|931142103

Shares:242

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$142.0M)

RYDER SYSTEM INC

R|783549108

Shares:156

Value:$22.1K

% of Portfolio:0.0% ($22.1K/$142.0M)

25434V690

Shares:587

Value:$21.9K

% of Portfolio:0.0% ($21.9K/$142.0M)

Tesla, Inc.

TSLA|88160R101

Shares:75

Value:$20.7K

% of Portfolio:0.0% ($20.7K/$142.0M)

AT&T INC.

T|00206R102

Shares:717

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$142.0M)

92206C870

VCIT|92206C870

Shares:247

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$142.0M)

45782C797

Shares:510

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$142.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:74

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$142.0M)

46434V621

DGRO|46434V621

Shares:305

Value:$18.3K

% of Portfolio:0.0% ($18.3K/$142.0M)

808524607

SCHA|808524607

Shares:778

Value:$18.0K

% of Portfolio:0.0% ($18.0K/$142.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SYNOVUS FINANCIAL CORP(SNVcusip87161C501)	722	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$32.2K	0.0% ($32.2K/$142.0M)	QoQ -13.50% (-$5.0K) YoY-
(cusip92206C409)✕	409	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$32.2K	0.0% ($32.2K/$142.0M)	QoQ +0.90% (+$290) YoY-
(cusip389930207)✕	763	QoQ NEW(+763) YoY-	All Managers (Combined)	$32.1K	0.0% ($32.1K/$142.0M)	QoQ NEW(+$32.1K) YoY-
(cusip092528108)✕	1.4K	QoQ +29.04% (+305) YoY-	All Managers (Combined)	$30.2K	0.0% ($30.2K/$142.0M)	QoQ +26.88% (+$6.4K) YoY-
NRG ENERGY, INC.(NRGcusip629377508)	240	QoQ +0.41% (+1) YoY-	All Managers (Combined)	$28.2K	0.0% ($28.2K/$142.0M)	QoQ +30.70% (+$6.6K) YoY-
(cusip464288638)✕	494	QoQ -14.68% (-85) YoY-	All Managers (Combined)	$25.7K	0.0% ($25.7K/$142.0M)	QoQ -13.76% (-$4.1K) YoY-
NORFOLK SOUTHERN CORP(NSCcusip655844108)	116	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$25.6K	0.0% ($25.6K/$142.0M)	QoQ -6.05% (-$1.6K) YoY-
Samsara Inc.(IOTcusip79589L106)	600	QoQ +300.00% (+450) YoY-	All Managers (Combined)	$24.8K	0.0% ($24.8K/$142.0M)	QoQ +279.00% (+$18.3K) YoY-
(cusip46428Q109)✕	810	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$24.5K	0.0% ($24.5K/$142.0M)	QoQ +14.77% (+$3.2K) YoY-
EOG RESOURCES INC(EOGcusip26875P101)	225	QoQ +1.80% (-4) YoY-	All Managers (Combined)	$24.5K	0.0% ($24.5K/$142.0M)	QoQ -9.82% (-$2.7K) YoY-
Walmart Inc.(WMTcusip931142103)	242	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$23.8K	0.0% ($23.8K/$142.0M)	QoQ +8.82% (+$1.9K) YoY-
RYDER SYSTEM INC(Rcusip783549108)	156	QoQ -6.58% (-11) YoY-	All Managers (Combined)	$22.1K	0.0% ($22.1K/$142.0M)	QoQ -15.42% (-$4.0K) YoY-
(cusip25434V690)✕	587	QoQ +0.34% (+2) YoY-	All Managers (Combined)	$21.9K	0.0% ($21.9K/$142.0M)	QoQ +13.80% (+$2.7K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	75	QoQ +31.57% (-18) YoY-	All Managers (Combined)	$20.7K	0.0% ($20.7K/$142.0M)	QoQ -10.28% (-$2.4K) YoY-
AT&T INC.(Tcusip00206R102)	717	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$20.2K	0.0% ($20.2K/$142.0M)	QoQ +23.67% (+$3.9K) YoY-
(VCITcusip92206C870)	247	QoQ +1.64% (+4) YoY-	All Managers (Combined)	$20.0K	0.0% ($20.0K/$142.0M)	QoQ +2.49% (+$487) YoY-
(cusip45782C797)✕	510	QoQ -96.50% (-14.1K) YoY-	All Managers (Combined)	$19.8K	0.0% ($19.8K/$142.0M)	QoQ -96.56% (-$557.7K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	74	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$18.4K	0.0% ($18.4K/$142.0M)	QoQ +3.97% (+$706) YoY-
(DGROcusip46434V621)	305	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.3K	0.0% ($18.3K/$142.0M)	QoQ -2.05% (-$385) YoY-
(SCHAcusip808524607)	778	QoQ +0.25% (-2) YoY-	All Managers (Combined)	$18.0K	0.0% ($18.0K/$142.0M)	QoQ -10.26% (-$2.1K) YoY-