Keystone Financial Group Portfolio Holdings
Q3 2025•476 long positions•$1.3B portfolio value
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Holding476 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $109.6M 8.4% | +$29.2M Bought | — 163.7K shares | 120.1K → 163.7K +$29.2M | +36.24% | — — | Q2 2023 Held for 2y 5m | |
Consumer Electronics Technology | $94.0M 7.2% | +$2.4M Bought | 0.002% 363.5K shares | 354.2K → 363.5K +$2.4M | +2.64% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $47.3M 3.62% | +$1.9M Bought | 0.011% 259.4K shares | 248.8K → 259.4K +$1.9M | +4.28% | $432.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $41.1M 3.15% | +$585.8K Bought | 0.001% 219.6K shares | 216.4K → 219.6K +$585.8K | +1.45% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $40.6M 3.11% | +$2.9M Bought | — 123.6K shares | 114.7K → 123.6K +$2.9M | +7.7% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $40.5M 3.1% | +$760.1K Bought | — 516.7K shares | 507.0K → 516.7K +$760.1K | +1.91% | — — | Q2 2023 Held for 2y 5m | |
Auto - Manufacturers Consumer Cyclical | $38.8M 2.97% | +$2.3M Bought | 0.003% 91.8K shares | 86.2K → 91.8K +$2.3M | +6.43% | $1.48T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $36.1M 2.76% | +$702.7K Bought | — 345.2K shares | 338.5K → 345.2K +$702.7K | +1.99% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $29.9M 2.29% | +$764.8K Bought | — 798.3K shares | 777.9K → 798.3K +$764.8K | +2.62% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $28.3M 2.17% | +$2.8M Bought | 0.001% 54.8K shares | 49.5K → 54.8K +$2.8M | +10.86% | $3.85T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $24.8M 1.9% | +$4.0M Bought | — 418.5K shares | 351.7K → 418.5K +$4.0M | +19.0% | — — | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $23.3M 1.79% | +$2.5M Bought | 0.001% 35.3K shares | 31.6K → 35.3K +$2.5M | +11.8% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $23.3M 1.78% | +$1.5M Bought | 0.001% 100.6K shares | 94.0K → 100.6K +$1.5M | +7.1% | $2.34T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $21.3M 1.63% | +$194.8K Bought | — 34.7K shares | 34.4K → 34.7K +$194.8K | +0.92% | — — | Q2 2023 Held for 2y 5m | |
Insurance - Diversified Financial Services | $20.9M 1.6% | +$900.1K Bought | 0.002% 41.6K shares | 39.8K → 41.6K +$900.1K | +4.5% | $1.08T Mega Cap | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $19.9M 1.53% | +$2.8M Bought | 0.002% 63.0K shares | 54.3K → 63.0K +$2.8M | +16.06% | $867.35B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $19.2M 1.47% | -$1.2M Sold | — 305.6K shares | 324.3K → 305.6K −$1.2M | -5.76% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $18.8M 1.44% | +$2.6M Bought | 0.005% 88.7K shares | 76.4K → 88.7K +$2.6M | +16.16% | $262.56B Mega Cap | Q2 2023 Held for 2y 5m | |
Computer Hardware Technology | $18.1M 1.38% | +$2.6M Bought | 0.032% 67.8K shares | 58.2K → 67.8K +$2.6M | +16.55% | $50.3B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $15.9M 1.21% | +$6.2M Bought | — 275.6K shares | 167.4K → 275.6K +$6.2M | +64.61% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $13.7M 1.05% | +$758.8K Bought | 0.001% 18.0 shares | 17.0 → 18.0 +$758.8K | +5.88% | $1.08T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $12.9M 0.99% | +$554.5K Bought | — 21.5K shares | 20.6K → 21.5K +$554.5K | +4.48% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $12.2M 0.932% | +$1.9M Bought | — 163.6K shares | 137.7K → 163.6K +$1.9M | +18.79% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $11.5M 0.883% | +$266.6K Bought | — 61.7K shares | 60.3K → 61.7K +$266.6K | +2.37% | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $10.4M 0.798% | +$853.1K Bought | 0.0% 41.6K shares | 38.2K → 41.6K +$853.1K | +8.93% | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $9.8M 0.749% | +$899.9K Bought | 0.002% 51.4K shares | 46.7K → 51.4K +$899.9K | +10.14% | $446.55B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.3M 0.712% | +$233.4K Bought | — 246.6K shares | 240.4K → 246.6K +$233.4K | +2.58% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.7M 0.67% | +$338.1K Bought | — 18.2K shares | 17.5K → 18.2K +$338.1K | +4.02% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $8.6M 0.662% | +$439.4K Bought | — 12.9K shares | 12.2K → 12.9K +$439.4K | +5.36% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $7.9M 0.608% | +$362.7K Bought | — 209.7K shares | 200.2K → 209.7K +$362.7K | +4.79% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $7.9M 0.604% | +$821.6K Bought | 0.0% 31.5K shares | 28.2K → 31.5K +$821.6K | +11.64% | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.6M 0.585% | +$5.3M Bought | — 115.7K shares | 35.4K → 115.7K +$5.3M | +226.81% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.5M 0.574% | +$687.6K Bought | — 278.0K shares | 252.5K → 278.0K +$687.6K | +10.11% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $7.3M 0.561% | +$675.7K Bought | — 33.9K shares | 30.8K → 33.9K +$675.7K | +10.17% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.9M 0.53% | +$525.9K Bought | — 27.1K shares | 25.0K → 27.1K +$525.9K | +8.22% | — — | Q2 2023 Held for 2y 5m | |
Restaurants Consumer Cyclical | $6.9M 0.526% | +$680.1K Bought | 0.003% 22.4K shares | 20.1K → 22.4K +$680.1K | +10.99% | $216.86B Mega Cap | Q2 2023 Held for 2y 5m | |
Home Improvement Consumer Cyclical | $6.7M 0.514% | +$675.2K Bought | 0.005% 27.7K shares | 24.9K → 27.7K +$675.2K | +11.2% | $140.94B Large Cap | Q2 2023 Held for 2y 5m | |
Telecommunications Services Communication Services | $6.6M 0.509% | +$659.7K Bought | 0.004% 251.4K shares | 226.4K → 251.4K +$659.7K | +11.03% | $201.93B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.6M 0.506% | +$1.4M Bought | — 375.1K shares | 295.3K → 375.1K +$1.4M | +27.02% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.5M 0.502% | +$65.8K Bought | — 15.0K shares | 14.9K → 15.0K +$65.8K | +1.01% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $6.2M 0.475% | +$1.7M Bought | — 85.2K shares | 62.5K → 85.2K +$1.7M | +36.36% | — — | Q3 2024 Held for 1y 2m | |
Household & Personal Products Consumer Defensive | $6.1M 0.471% | +$596.4K Bought | 0.002% 40.4K shares | 36.4K → 40.4K +$596.4K | +10.74% | $359.62B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.0M 0.458% | +$1.2M Bought | — 271.3K shares | 218.4K → 271.3K +$1.2M | +24.25% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.0M 0.458% | +$5.3M Bought | — 238.1K shares | 25.0K → 238.1K +$5.3M | +850.88% | — — | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $5.9M 0.452% | +$814.4K Bought | 0.004% 29.4K shares | 25.3K → 29.4K +$814.4K | +16.01% | $163.20B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.9M 0.451% | -$147.9K Sold | — 79.8K shares | 81.8K → 79.8K −$147.9K | -2.45% | — — | Q2 2023 Held for 2y 5m | |
Oil & Gas Integrated Energy | $5.7M 0.437% | +$52.8K Bought | 0.001% 50.6K shares | 50.1K → 50.6K +$52.8K | +0.93% | $480.68B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.4M 0.416% | +$311.2K Bought | — 37.3K shares | 35.1K → 37.3K +$311.2K | +6.07% | — — | Q2 2023 Held for 2y 5m | |
Medical - Devices Healthcare | $5.4M 0.414% | +$550.0K Bought | 0.002% 41.3K shares | 37.1K → 41.3K +$550.0K | +11.34% | $233.12B Mega Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $5.2M 0.399% | +$4.8M Bought | — 74.1K shares | 5.3K → 74.1K +$4.8M | +1,302.25% | — — | Q1 2025 Held for 8 months |
