Keystone Financial Group
RIA/Wealth
Keystone Financial Group is a RIA/Wealth based in Hendersonville, TN led by Kevin Michael Mccann, managing $1.3B across 476 long positions as of Q3 2025 with 49% ETF concentration.
CCOKevin Michael Mccann
- Portfolio Value
- $1.3B
- Positions
- 476
- Top Holding
- SPY at 8.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Keystone Financial Group's portfolio (38.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $109.6M | 8.40% | +$29.2M Bought | — 163.7K shares | |
Consumer Electronics Technology | $94.0M | 7.20% | +$2.4M Bought | 0.00% 363.5K shares | |
Software - Infrastructure Technology | $47.3M | 3.62% | +$1.9M Bought | 0.01% 259.4K shares | |
Semiconductors Technology | $41.1M | 3.15% | +$585.8K Bought | 0.00% 219.6K shares | |
ETF ETF | $40.6M | 3.11% | +$2.9M Bought | — 123.6K shares | |
ETF ETF | $40.5M | 3.10% | +$760.1K Bought | — 516.7K shares | |
Auto - Manufacturers Consumer Cyclical | $38.8M | 2.97% | +$2.3M Bought | 0.00% 91.8K shares | |
ETF ETF | $36.1M | 2.76% | +$702.7K Bought | — 345.2K shares | |
ETF ETF | $29.9M | 2.29% | +$764.8K Bought | — 798.3K shares | |
Software - Infrastructure Technology | $28.3M | 2.17% | +$2.8M Bought | 0.00% 54.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Keystone Financial Group's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-96.4% | |
-95.18% | |
-94.87% | |
-93.42% | |
-85.92% |
Analytics
Portfolio insights and performance metrics for Keystone Financial Group
GthenA