KF
| |
Keystone Financial Group13F | |
| Keystone Financial Group | |
| Last update 2025-05-13 | 395 Stocks (25 new) |
| Value $984.00 Mil | Turnover 5 % |
Keystone Financial Group Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 345,846 | 76,000.7 | -3.97% | 7.730 | -0.35% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 125,601 | 70,319.5 | +0.49% | 7.150 | +0.04% | 0.010 | +18.80% | +8.86% | 654,366.5 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 594,190 | 39,073.9 | -4.42% | 3.970 | -0.19% | 0.060 | +18.45% | +8.20% | 78,088.3 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 378,393 | 30,411.4 | -1.67% | 3.090 | -0.06% | 0.100 | +25.09% | +11.35% | 39,068.8 | ||
VTI | Vanguard Total Stock Market ETF | 107,910 | 29,658.0 | +1.42% | 3.020 | +0.04% | 0.010 | +18.95% | +8.50% | 478,431.4 | ||
TSLA | Tesla Inc | 84,010 | 24,910.0 | +0.78% | 2.530 | +0.02% | 0.000 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts | |
VFLO | VictoryShares Free Cash Flow ETF | 721,195 | 24,722.6 | +37.43% | 2.510 | +0.68% | 0.650 | +12.25% | +5.93% | 4,483.1 | ||
NVDA | NVIDIA Corp | 212,450 | 23,784.9 | +0.90% | 2.420 | +0.02% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
PLTR | Palantir Technologies Inc | 247,439 | 20,924.9 | +1.74% | 2.130 | +0.04% | 0.010 | +53.37% | +104.46% | 364,913.3 | Software | |
META | Meta Platforms Inc | 31,240 | 18,985.5 | +0.48% | 1.930 | +0.01% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media |
Keystone Financial Group's Historical Top Holdings Breakdowns
Keystone Financial Group's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VFLO | VictoryShares Free Cash Flow ETF | 2025-03-31 | Add Add | +0.68% | 33.49 ($35.11) 36.26 | $36.11 | 2.85% | Add 37.43% | 721,195 | 196,415 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Add Add | +0.46% | 45.72 ($49.35) 51.73 | $53.48 | 8.37% | Add 417.81% | 121,758 | 98,244 | |
SHM |
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
| 2025-03-31 | Sold Out Sold Out | -0.37% | 47.33 ($47.63) 47.92 | $47.90 | 0.57% | Sold Out | 0 | -143,619 | |
HYMB |
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
| 2025-03-31 | Add Add | +0.36% | 25.12 ($25.65) 26.05 | $24.24 | -5.50% | Add 519.09% | 171,520 | 143,815 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.35% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -3.97% | 345,846 | -14,312 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.35% | 49.74 ($54.09) 58.96 | $63.91 | 18.15% | Add 550.52% | 68,383 | 57,871 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.34% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | Reduce -22.73% | 17 | -5 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | Reduce Reduce | -0.29% | 34.83 ($36.45) 37.46 | $38.48 | 5.57% | Reduce -48.71% | 90,789 | -86,217 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Reduce Reduce | -0.27% | 29.34 ($30.56) 31.31 | $32.33 | 5.79% | Reduce -35.5% | 164,101 | -90,301 | |
GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
| 2025-03-31 | Reduce Reduce | -0.26% | 113.13 ($119.72) 127.79 | $145.26 | 21.33% | Reduce -88.85% | 2,722 | -21,700 |
Keystone Financial Group Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
Keystone Financial Group's Hypothetical Growth since 2025-03-31
Keystone Financial Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Keystone Financial Group's Holdings Heat Map
Size field:
Keystone Financial Group's Holdings Bubble Chart
Keystone Financial Group News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers