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Keystone Financial Group

Portfolio Manager
Keystone Financial Group
Performance
+2.99% (2025 Q4)
AUM (13F)
$1.46B
# of Holdings
524
Performance Rank
Allocation (Top 20)
48.55%

Keystone Financial Group Holdings Map

Top 50 Keystone Financial Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.02%341.1K$87.9M
-0.15%(-512)
2025-Q1: 345.8K shares2025-Q2: 354.2K shares2025-Q3: 363.5K shares2025-Q4: 341.6K shares2026-Q1: 341.1K shares
$134.84(+121.15%)
2026-03-31
SPY
STATE STREET SPDR S&P 500 ETF TRUST
5.38%115.9K$78.6M
-1.44%(-1.70K)
2025-Q1: 125.6K shares2025-Q2: 120.1K shares2025-Q3: 163.7K shares2025-Q4: 117.6K shares2026-Q1: 115.9K shares
$390.12(+91.78%)
2026-03-31
SPYM
SPDR SERIES TRUST
3.74%714.1K$54.7M
+36.31%(+190.23K)
2025-Q1: 594.2K shares2025-Q2: 507.0K shares2025-Q3: 516.7K shares2025-Q4: 523.9K shares2026-Q1: 714.1K shares
$58.98(+49.30%)
2026-03-31
VFLO
VICTORY PORTFOLIOS II
2.92%1.08M$42.6M
+3.09%(+32.32K)
2025-Q1: 721.2K shares2025-Q2: 777.9K shares2025-Q3: 798.3K shares2025-Q4: 1.05M shares2026-Q1: 1.08M shares
$35.10(+21.64%)
2026-03-31
STX
SEAGATE TECHNOLOGY H F
2.75%62.7K$40.2M
-0.11%(-68)
2025-Q1: 56.7K shares2025-Q2: 58.2K shares2025-Q3: 67.8K shares2025-Q4: 62.8K shares2026-Q1: 62.7K shares
$106.86(+653.10%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.68%216.2K$39.2M
+0.45%(+974)
2025-Q1: 212.4K shares2025-Q2: 216.4K shares2025-Q3: 219.6K shares2025-Q4: 215.2K shares2026-Q1: 216.2K shares
$48.84(+382.70%)
2026-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
2.68%121.3K$39.1M
+1.27%(+1.52K)
2025-Q1: 107.9K shares2025-Q2: 114.7K shares2025-Q3: 123.6K shares2025-Q4: 119.8K shares2026-Q1: 121.3K shares
$215.66(+70.36%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INCLASS CLASS A
2.66%266.3K$38.9M
+7.03%(+17.48K)
2025-Q1: 247.4K shares2025-Q2: 248.8K shares2025-Q3: 259.4K shares2025-Q4: 248.8K shares2026-Q1: 266.3K shares
$36.27(+268.70%)
2026-03-31
SPYG
STATE STREET
2.56%382.6K$37.5M
+9.41%(+32.92K)
2025-Q1: 378.4K shares2025-Q2: 338.5K shares2025-Q3: 345.2K shares2025-Q4: 349.7K shares2026-Q1: 382.6K shares
$68.95(+74.45%)
2026-03-31
TSLA
TESLA INC
2.43%94.0K$35.5M
+3.83%(+3.47K)
2025-Q1: 84.0K shares2025-Q2: 86.2K shares2025-Q3: 91.8K shares2025-Q4: 90.5K shares2026-Q1: 94.0K shares
$260.76(+70.01%)
2026-03-31

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