Keystone Financial Group, Inc. Portfolio Holdings
Q3 2025•125 long positions•$167.8M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding148 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $28.5M 17.01% | -$573.9K Sold | — 623.5K shares | 636.1K → 623.5K −$573.9K | -1.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $18.2M 10.85% | -$50.1K Sold | — 180.7K shares | 181.2K → 180.7K −$50.1K | -0.27% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.7M 7.59% | +$2.9M Bought | — 162.0K shares | 124.6K → 162.0K +$2.9M | +30.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.8M 5.83% | +$68.1K Bought | — 358.2K shares | 355.7K → 358.2K +$68.1K | +0.7% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $9.6M 5.71% | +$832.9K Bought | — 44.2K shares | 40.4K → 44.2K +$832.9K | +9.52% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $9.3M 5.55% | +$6.5M Bought | 0.31% 167.2K shares | 50.7K → 167.2K +$6.5M | +229.73% | $3.0B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | $9.3M 5.55% | +$162.7K Bought | — 103.9K shares | 102.1K → 103.9K +$162.7K | +1.78% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.9M 3.54% | +$43.1K Bought | — 247.9K shares | 246.1K → 247.9K +$43.1K | +0.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.6M 3.34% | +$436.8K Bought | — 116.4K shares | 107.3K → 116.4K +$436.8K | +8.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 2.95% | +$634.9K Bought | — 157.9K shares | 137.7K → 157.9K +$634.9K | +14.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 2.69% | -$115.9K Sold | — 117.0K shares | 120.0K → 117.0K −$115.9K | -2.5% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 2.45% | +$507.3K Bought | — 81.3K shares | 71.2K → 81.3K +$507.3K | +14.1% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.8M 2.25% | +$299.9K Bought | — 74.1K shares | 68.2K → 74.1K +$299.9K | +8.62% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.8M 2.24% | -$580.8K Sold | — 34.0K shares | 39.2K → 34.0K −$580.8K | -13.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.82% | +$95.3K Bought | — 79.9K shares | 77.5K → 79.9K +$95.3K | +3.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.8% | +$132.0K Bought | — 58.7K shares | 56.1K → 58.7K +$132.0K | +4.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.57% | -$193.1K Sold | — 18.1K shares | 19.4K → 18.1K −$193.1K | -6.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.35% | +$57.7K Bought | — 38.7K shares | 37.7K → 38.7K +$57.7K | +2.6% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.9M 1.14% | -$787.4K Sold | — 66.8K shares | 94.3K → 66.8K −$787.4K | -29.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.912% | +$494.8K Bought | — 21.3K shares | 14.4K → 21.3K +$494.8K | +47.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.854% | +$7.6K Bought | — 11.5K shares | 11.4K → 11.5K +$7.6K | +0.54% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.849% | -$785.8 Sold | — 16.3K shares | 16.3K → 16.3K −$785.8 | -0.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.709% | +$16.2K Bought | — 14.8K shares | 14.5K → 14.8K +$16.2K | +1.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.646% | -$1.1M Sold | — 22.2K shares | 44.7K → 22.2K −$1.1M | -50.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.609% | +$3.1K Bought | — 8.6K shares | 8.6K → 8.6K +$3.1K | +0.3% | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $983.5K 0.586% | +$10.5K Bought | 0.002% 21.5K shares | 21.3K → 21.5K +$10.5K | +1.08% | $59.0B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $767.1K 0.457% | — | — 4.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $767.1K 0.457% | -$2.0K Sold | — 11.6K shares | 11.7K → 11.6K −$2.0K | -0.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $667.7K 0.398% | +$62.2K Bought | — 2.0K shares | 1.8K → 2.0K +$62.2K | +10.27% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $649.6K 0.387% | -$34.5K Sold | 0.0% 3.5K shares | 3.7K → 3.5K −$34.5K | -5.05% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $629.7K 0.375% | +$1.5K Bought | — 2.5K shares | 2.5K → 2.5K +$1.5K | +0.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $584.0K 0.348% | -$25.0K Sold | — 20.9K shares | 21.8K → 20.9K −$25.0K | -4.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $582.9K 0.347% | +$1.9K Bought | — 1.2K shares | 1.2K → 1.2K +$1.9K | +0.33% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $574.4K 0.342% | — | 0.015% 18.2K shares | — | — | $3.8B Mid Cap | Q4 2024 Held for 11 months | |
ETF ETF | $532.6K 0.318% | +$761.2 Bought | — 5.6K shares | 5.6K → 5.6K +$761.2 | +0.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $517.8K 0.309% | -$34.8K Sold | — 13.0K shares | 13.9K → 13.0K −$34.8K | -6.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $479.7K 0.286% | -$6.8K Sold | — 15.2K shares | 15.4K → 15.2K −$6.8K | -1.39% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $412.9K 0.246% | -$22.8K Sold | — 9.8K shares | 10.4K → 9.8K −$22.8K | -5.24% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $403.0K 0.24% | -$24.9K Sold | 0.0% 778.0 shares | 826.0 → 778.0 −$24.9K | -5.81% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $380.1K 0.227% | — | 0.0% 756.0 shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $377.8K 0.225% | -$97.7K Sold | — 11.5K shares | 14.5K → 11.5K −$97.7K | -20.54% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $357.4K 0.213% | +$849.5 Bought | — 8.4K shares | 8.4K → 8.4K +$849.5 | +0.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $328.2K 0.196% | -$18.5K Sold | — 6.2K shares | 6.5K → 6.2K −$18.5K | -5.34% | — — | Q4 2024 Held for 11 months | |
Insurance - Property & Casualty Financial Services | $315.7K 0.188% | -$4.2K Sold | 0.001% 1.1K shares | 1.1K → 1.1K −$4.2K | -1.31% | $62.9B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $295.1K 0.176% | +$1.3K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$1.3K | +0.44% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $292.3K 0.174% | +$28.0K Bought | 0.001% 2.6K shares | 2.3K → 2.6K +$28.0K | +10.58% | $36.9B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $271.7K 0.162% | -$247.6K Sold | — 5.4K shares | 10.3K → 5.4K −$247.6K | -47.68% | — — | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $269.9K 0.161% | +$26.4K Bought | 0.0% 2.8K shares | 2.6K → 2.8K +$26.4K | +10.86% | $104.25B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $268.0K 0.16% | -$28.5K Sold | — 3.4K shares | 3.8K → 3.4K −$28.5K | -9.61% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $262.5K 0.156% | +$925.8 Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$925.8 | +0.35% | $409.03B Mega Cap | Q4 2024 Held for 11 months |
