KF
| |
Keystone Financial Group13F | |
| Keystone Financial Group | |
| Last update 2026-05-13 | 495 Stocks (52 new) |
| Value $1.43 Bil | Turnover 8 % |
Keystone Financial Group Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 341,115 | 87,928.4 | -0.15% | 6.170 | -0.01% | 0.000 | +16.61% | +8.04% | 4,305,892.2 | Hardware | |
SPY | State Street SPDR S&P 500 ETF Trust | 115,948 | 78,624.9 | -1.44% | 5.520 | -0.09% | 0.010 | +12.55% | +8.10% | 773,921.7 | ||
SPYM |
State Street SPDR Portfolio S&P 500 ETF
State Street SPDR Portfolio S&P 500 ETF
| 714,132 | 54,659.7 | +36.31% | 3.830 | +1.02% | 0.040 | +12.53% | +8.09% | 136,195.9 | ||
VFLO | VictoryShares Free Cash Flow ETF | 1,079,697 | 42,626.4 | +3.09% | 2.990 | +0.09% | 0.680 | +15.35% | +15.93% | 336.3 | ||
STX | Seagate Technology Holdings PLC | 62,749 | 40,232.4 | -0.11% | 2.820 | 0% | 0.030 | +134.35% | +261.63% | 224,770.2 | Hardware | |
NVDA | NVIDIA Corp | 216,175 | 39,188.4 | +0.45% | 2.750 | +0.01% | 0.000 | +13.67% | +6.78% | 4,817,799.1 | Semiconductors | |
VTI | Vanguard Total Stock Market ETF | 121,278 | 39,107.5 | +1.27% | 2.740 | +0.03% | 0.010 | +12.88% | +8.80% | 658,805.7 | ||
PLTR | Palantir Technologies Inc | 266,312 | 38,908.8 | +7.03% | 2.730 | +0.18% | 0.010 | -26.66% | -36.14% | 272,118.9 | Software | |
SPYG |
State Street SPDR Portfolio S&P 500 Growth ETF
State Street SPDR Portfolio S&P 500 Growth ETF
| 382,639 | 37,464.2 | +9.41% | 2.630 | +0.23% | 0.090 | +16.64% | +8.49% | 51,114.2 | ||
TSLA | Tesla Inc | 94,007 | 35,534.0 | +3.83% | 2.490 | +0.09% | 0.000 | -1.98% | -16.51% | 1,410,142.9 | Vehicles & Parts |
Keystone Financial Group's Historical Top Holdings Breakdowns
Keystone Financial Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLG | Invesco S&P 500 Top 50 ETF | 2026-03-31 | Reduce Reduce | -1.20% | 52.83 ($57.44) 59.72 | $59.72 | 3.97% | Reduce -95.59% | 12,656 | -274,438 | |
SPYM |
State Street SPDR Portfolio S&P 500 ETF
State Street SPDR Portfolio S&P 500 ETF
| 2026-03-31 | Add Add | +1.02% | 74.38 ($79.99) 81.85 | $86.26 | 7.84% | Add 36.31% | 714,132 | 190,232 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2026-03-31 | Add Add | +0.43% | 40.88 ($43.08) 45.18 | $46.35 | 7.59% | Add 2326.32% | 149,704 | 143,534 | |
IAU | iShares Gold Trust | 2026-03-31 | Reduce Reduce | -0.29% | 81.56 ($91.73) 101.57 | $74.99 | -18.25% | Reduce -48.24% | 52,609 | -49,035 | |
SPYG |
State Street SPDR Portfolio S&P 500 Growth ETF
State Street SPDR Portfolio S&P 500 Growth ETF
| 2026-03-31 | Add Add | +0.23% | 94.07 ($104.13) 108.79 | $115.46 | 10.88% | Add 9.41% | 382,639 | 32,923 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2026-03-31 | Add Add | +0.20% | 67.32 ($72.17) 77.57 | $81.45 | 12.86% | Add 16.68% | 286,188 | 40,911 | |
PLTR | Palantir Technologies Inc | 2026-03-31 | Add Add | +0.18% | 128.84 ($152.9) 181.68 | $113.50 | -25.77% | Add 7.03% | 266,312 | 17,485 | |
SPTL |
State Street SPDR Portfolio Long Term Treasury ETF
State Street SPDR Portfolio Long Term Treasury ETF
| 2026-03-31 | Add Add | +0.18% | 25.98 ($26.64) 27.46 | $26.47 | -0.64% | Add 43.36% | 331,563 | 100,291 | |
AVDE | Avantis International Equity ETF | 2026-03-31 | New Buy New Buy | +0.17% | 81.59 ($86.89) 92.28 | $88.48 | 1.83% | New holding | 28,195 | 28,195 | |
PZA |
Invesco National AMT-Free Municipal Bond ETF
Invesco National AMT-Free Municipal Bond ETF
| 2026-03-31 | Add Add | +0.16% | 22.78 ($23.28) 23.6 | $23.45 | 0.73% | Add 378.79% | 126,574 | 100,138 |
Keystone Financial Group Total Holding History ($B)
Keystone Financial Group's Asset Allocation
Keystone Financial Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Keystone Financial Group's Hypothetical Growth since 2026-03-31
Keystone Financial Group's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Keystone Financial Group's Holdings Heat Map
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Keystone Financial Group's Holdings Bubble Chart
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