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Keystone Global Partners, LLC13F | |
| Keystone Global Partners, LLC | |
| Last update 2025-07-17 | 155 Stocks (18 new) |
| Value $184.00 Mil | Turnover 20 % |
Keystone Global Partners, LLC Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTEB | Vanguard Tax-Exempt Bond ETF | 371,980 | 18,238.2 | +34.48% | 9.940 | +2.55% | 0.050 | +0.28% | -1.65% | 35,654.2 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 507,648 | 14,828.4 | +20.07% | 8.080 | +1.35% | 0.030 | +20.69% | +7.98% | 45,872.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 249,553 | 14,227.1 | +2.16% | 7.750 | +0.16% | 0.010 | +12.09% | +23.18% | 162,665.8 | ||
XLF | Financial Select Sector SPDR | 239,185 | 12,526.1 | +56.90% | 6.820 | +2.47% | 0.020 | +10.95% | +11.17% | 52,373.5 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 180,737 | 8,375.4 | +28.49% | 4.560 | +1.01% | 0.060 | +1.08% | +3.50% | 14,403.3 | ||
XLK | Technology Select Sector SPDR ETF | 32,920 | 8,336.4 | +21.03% | 4.540 | +0.79% | 0.010 | +27.33% | +12.69% | 82,978.8 | ||
IVV | iShares Core S&P 500 ETF | 13,010 | 8,078.2 | -3.53% | 4.400 | -0.19% | 0.000 | +16.52% | +9.05% | 642,854.0 | ||
VGK | Vanguard FTSE Europe ETF | 96,227 | 7,457.6 | +90.10% | 4.060 | +1.92% | 0.030 | +10.95% | +26.47% | 25,882.3 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 65,469 | 7,176.1 | +28.17% | 3.910 | +0.86% | 0.020 | +2.40% | +4.13% | 27,201.4 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 117,713 | 7,068.7 | +77.69% | 3.850 | +1.68% | 0.110 | +10.73% | +7.06% | 6,678.2 |
Keystone Global Partners, LLC's Historical Top Holdings Breakdowns
Keystone Global Partners, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Add Add | +2.55% | 48.13 ($48.86) 49.85 | $48.51 | -0.73% | Add 34.48% | 371,980 | 95,376 | |
XLF | Financial Select Sector SPDR | 2025-06-30 | Add Add | +2.47% | 43.92 ($49.5) 52.37 | $53.30 | 7.69% | Add 56.9% | 239,185 | 86,739 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-06-30 | Add Add | +2.13% | 86.13 ($98.47) 108.53 | $108.99 | 10.68% | Add 450.17% | 43,975 | 35,982 | |
VGK | Vanguard FTSE Europe ETF | 2025-06-30 | Add Add | +1.92% | 62.73 ($73.73) 78.42 | $78.83 | 6.91% | Add 90.1% | 96,227 | 45,607 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-06-30 | Add Add | +1.68% | 50.39 ($57.13) 60.05 | $60.96 | 6.70% | Add 77.69% | 117,713 | 51,468 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | Add Add | +1.35% | 22.27 ($26.42) 29.21 | $30.02 | 13.64% | Add 20.07% | 507,648 | 84,863 | |
GOVT | iShares U.S. Treasury Bond ETF | 2025-06-30 | Add Add | +1.05% | 22.51 ($22.78) 23.17 | $22.75 | -0.11% | Add 64.34% | 214,064 | 83,805 | |
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 2025-06-30 | Add Add | +1.01% | 45.15 ($45.77) 46.6 | $45.92 | 0.34% | Add 28.49% | 180,737 | 40,078 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-06-30 | Add Add | +0.86% | 105.23 ($107.33) 109.61 | $108.75 | 1.32% | Add 28.17% | 65,469 | 14,391 | |
EWJ | iShares MSCI Japan ETF | 2025-06-30 | Reduce Reduce | -0.86% | 61.32 ($71.11) 75.28 | $76.72 | 7.88% | Reduce -34.23% | 34,287 | -17,848 |
Keystone Global Partners, LLC Total Holding History ($B)
Keystone Global Partners, LLC's Asset Allocation
Keystone Global Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Keystone Global Partners, LLC's Hypothetical Growth since 2025-06-30
Keystone Global Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Keystone Global Partners, LLC's Holdings Heat Map
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Keystone Global Partners, LLC's Holdings Bubble Chart
Keystone Global Partners, LLC News
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