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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45782C813

Shares:350

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$142.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:79

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$142.0M)

922042742

VT|922042742

Shares:107

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$142.0M)

87283Q107

Shares:311

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$142.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:22

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$142.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:128

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$142.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:15

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$142.0M)

ASA Gold & Precious Metals Ltd

ASA|G3156P103

Shares:174

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$142.0M)

Coupang, Inc.

CPNG|22266T109

Shares:200

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$142.0M)

METLIFE INC

MET|59156R108

Shares:45

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$142.0M)

336920103

Shares:25

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$142.0M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:30

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$142.0M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:15

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$142.0M)

464288307

Shares:40

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$142.0M)

78463X889

SPDW|78463X889

Shares:73

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$142.0M)

78463X509

Shares:59

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$142.0M)

37954Y855

Shares:50

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$142.0M)

GameStop Corp.

GME|36467W109

Shares:60

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$142.0M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:173

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$142.0M)

Walt Disney Co

DIS|254687106

Shares:15

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$142.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C813)✕	350	QoQ -97.32% (-12.7K) YoY-	All Managers (Combined)	$14.1K	0.0% ($14.1K/$142.0M)	QoQ -97.38% (-$524.6K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	79	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$12.9K	0.0% ($12.9K/$142.0M)	QoQ -13.77% (-$2.1K) YoY-
(VTcusip922042742)	107	QoQ -53.07% (-121) YoY-	All Managers (Combined)	$12.6K	0.0% ($12.6K/$142.0M)	QoQ -52.80% (-$14.1K) YoY-
(cusip87283Q107)✕	311	QoQ +6.14% (-18) YoY-	All Managers (Combined)	$12.3K	0.0% ($12.3K/$142.0M)	QoQ -0.40% (-$50) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	22	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$10.3K	0.0% ($10.3K/$142.0M)	QoQ -3.64% (-$390) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	128	QoQ -91.46% (-1.4K) YoY-	All Managers (Combined)	$10.1K	0.0% ($10.1K/$142.0M)	QoQ -93.26% (-$140.2K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	15	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$7.2K	0.0% ($7.2K/$142.0M)	QoQ -5.68% (-$437) YoY-
ASA Gold & Precious Metals Ltd(ASAcusipG3156P103)	174	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$142.0M)	QoQ +52.18% (+$1.8K) YoY-
Coupang, Inc.(CPNGcusip22266T109)	200	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$4.8K	0.0% ($4.8K/$142.0M)	QoQ +9.19% (+$404) YoY-
METLIFE INC(METcusip59156R108)	45	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.5K	0.0% ($3.5K/$142.0M)	QoQ -5.99% (-$221) YoY-
(cusip336920103)✕	25	QoQ NEW(+25) YoY-	All Managers (Combined)	$3.1K	0.0% ($3.1K/$142.0M)	QoQ NEW(+$3.1K) YoY-
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	30	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.1K	0.0% ($3.1K/$142.0M)	QoQ -14.06% (-$500) YoY-
DARDEN RESTAURANTS INC(DRIcusip237194105)	15	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.0K	0.0% ($3.0K/$142.0M)	QoQ +6.35% (+$178) YoY-
(cusip464288307)✕	40	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.9K	0.0% ($2.9K/$142.0M)	QoQ -3.27% (-$98) YoY-
(SPDWcusip78463X889)	73	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.8K	0.0% ($2.8K/$142.0M)	QoQ +12.72% (+$318) YoY-
(cusip78463X509)✕	59	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4K	0.0% ($2.4K/$142.0M)	QoQ +5.86% (+$133) YoY-
(cusip37954Y855)✕	50	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.9K	0.0% ($1.9K/$142.0M)	QoQ -8.82% (-$181) YoY-
GameStop Corp.(GMEcusip36467W109)	60	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6K	0.0% ($1.6K/$142.0M)	QoQ -16.91% (-$318) YoY-
Warner Bros. Discovery, Inc.(WBDcusip934423104)	173	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.5K	0.0% ($1.5K/$142.0M)	QoQ -20.28% (-$371) YoY-
Walt Disney Co(DIScusip254687106)	15	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.4K	0.0% ($1.4K/$142.0M)	QoQ -17.58% (-$295) YoY-