Latest Keystone Financial Group Stock Portfolio
Keystone Financial Group Performance:
2025 Q3: 10.75%YTD: 13.73%2024: 17.94%
Performance for 2025 Q3 is 10.75%, and YTD is 13.73%, and 2024 is 17.94%.
About Keystone Financial Group and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Keystone Financial Group reported an equity portfolio of $1.3 Billions as of 30 Sep, 2025.
The top stock holdings of Keystone Financial Group are SPY, AAPL, PLTR. The fund has invested 8.4% of it's portfolio in SPDR S&P and 7.2% of portfolio in APPLE INC.
The fund managers got completely rid off FIRST TRUST (LEGR), SCHWAB GOVERNMENT MONEY ULTRA and CAPITAL GROUP (CGDV) stocks. They significantly reduced their stock positions in SPDR DOUBLELINE (GAL), ISHARES MSCI (EMGF) and ISHARES CURRENCY (ACWF). Keystone Financial Group opened new stock positions in SPDR SERIES (BIL), NEWMONT CORP (NEM) and ISHARES SHORT (CCRV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES A I (BECO), GLOBAL X (BITS) and SPDR NUVEEN (BIL).
The top stock holdings of Keystone Financial Group are SPY, AAPL, PLTR. The fund has invested 8.4% of it's portfolio in SPDR S&P and 7.2% of portfolio in APPLE INC.
The fund managers got completely rid off FIRST TRUST (LEGR), SCHWAB GOVERNMENT MONEY ULTRA and CAPITAL GROUP (CGDV) stocks. They significantly reduced their stock positions in SPDR DOUBLELINE (GAL), ISHARES MSCI (EMGF) and ISHARES CURRENCY (ACWF). Keystone Financial Group opened new stock positions in SPDR SERIES (BIL), NEWMONT CORP (NEM) and ISHARES SHORT (CCRV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES A I (BECO), GLOBAL X (BITS) and SPDR NUVEEN (BIL).
Keystone Financial Group Annual Return Estimates Vs S&P 500
Our best estimate is that Keystone Financial Group made a return of 10.75% in the last quarter. In trailing 12 months, it's portfolio return was 15.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series | 744,810 |
| newmont corp | 707,904 |
| ishares short | 689,972 |
| amphenol corp | 646,471 |
| main sector | 626,670 |
| invesco national | 605,522 |
| t rowe | 487,800 |
| idexx labs inc | 468,309 |
New stocks bought by Keystone Financial Group
Additions
| Ticker | % Inc. |
|---|---|
| ishares a i | 2,419 |
| global x | 1,302 |
| spdr nuveen | 850 |
| lincoln natl corp in | 706 |
| neos nasdaq | 264 |
| ishares core msci emerging etf | 226 |
| caterpillar inc | 189 |
| spdr portfolio | 167 |
Additions to existing portfolio by Keystone Financial Group
Reductions
| Ticker | % Reduced |
|---|---|
| spdr doubleline | -96.4 |
| ishares msci | -95.18 |
| ishares currency | -94.87 |
| eli lilly | -93.42 |
| bank of america corp | -85.92 |
| wells fargo | -51.21 |
| axon enterprise | -45.03 |
| ishares u s | -40.02 |
Keystone Financial Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab government money ultra | -2,218,180 |
| schwab government money inv | -920,223 |
| first trust | -2,316,130 |
| caribou biosciences | -80,609 |
| lumen technologies | -120,151 |
| newell brands | -134,506 |
| capital group | -960,910 |
| haleon plc | -220,284 |
Keystone Financial Group got rid off the above stocks
Sector Distribution
Keystone Financial Group has about 55.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 55.9 |
| Technology | 20.8 |
| Consumer Cyclical | 7.3 |
| Communication Services | 4.4 |
| Financial Services | 3 |
| Healthcare | 2.5 |
| Consumer Defensive | 1.9 |
| Industrials | 1.6 |
| Energy | 1.3 |
Market Cap. Distribution
Keystone Financial Group has about 42.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 55.9 |
| MEGA-CAP | 28.1 |
| LARGE-CAP | 14.3 |
Stocks belong to which Index?
About 37.9% of the stocks held by Keystone Financial Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 61.1 |
| S&P 500 | 37.9 |
Keystone Financial Group Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Keystone Financial Group
Keystone Financial Group has 424 stocks in it's portfolio. About 38.7% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Keystone Financial Group last quarter.
Last Reported on: 17 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.18 | 363,510 | 93,990,600 | added | 2.64 | ||
| AAXJ | ishares pfd | 0.04 | 17,769 | 561,869 | reduced | -25.52 | ||
| AAXJ | ishares intl | 0.03 | 11,047 | 403,780 | reduced | -0.17 | ||
| AAXJ | ishares national | 0.02 | 2,209 | 235,240 | reduced | -21.75 | ||
| AB | alliance bernstein | 0.06 | 18,977 | 739,240 | reduced | -1.00 | ||
| ABBV | abbvie inc | 0.35 | 19,672 | 4,561,840 | added | 7.62 | ||
| ABC | cencora inc | 0.03 | 1,095 | 343,879 | unchanged | 0.00 | ||
| ABNB | airbnb inc | 0.10 | 10,984 | 1,344,200 | added | 17.33 | ||
| ABT | abbott laboratories | 0.41 | 41,285 | 5,401,210 | added | 11.34 | ||
| ACES | alps sector | 0.03 | 6,079 | 366,125 | reduced | -2.09 | ||
| ACES | alerian mlp | 0.03 | 7,653 | 359,159 | added | 9.28 | ||
| ACHR | archer aviation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACM | aecom | 0.01 | 1,492 | 194,661 | new | |||
| ACWF | ishares core | 0.26 | 50,757 | 3,455,560 | added | 0.05 | ||
| ACWF | ishares msci | 0.11 | 32,134 | 1,420,020 | unchanged | 0.00 | ||
| ACWF | ishares treasury | 0.06 | 14,369 | 726,903 | reduced | -13.62 | ||
| ACWF | ishares currency | 0.03 | 9,246 | 366,233 | reduced | -94.87 | ||
| ACWF | ishares core | 0.03 | 7,320 | 341,910 | added | 17.61 | ||
| ACWF | ishares ultra | 0.01 | 3,311 | 168,034 | new | |||
| ACWF | ishares u s | 0.01 | 2,426 | 167,587 | new | |||