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CIK: 0001729299
Total reported value
$1.7B
$1.7B
169 檔
6.3%
At the close of Q2 2024, Keystone Financial Group disclosed equity holdings valued at approximately $1.7B, spread across 169 reported holdings.
During Q2 2024, Keystone Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 6.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.39% | -0.22% | +0.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.56% | -0.23% | -0.37% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.08% | -0.30% | +963.06% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.40% | -0.08% | +0.88% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.73% | -0.08% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.63% | -0.20% | +2.73% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.60% | -0.25% | +7.31% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | -0.01% | -1.06% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.26% | +1.15% | -0.69% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.13% | -0.03% | -0.69% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.05% | -0.23% | +1.61% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.96% | -0.08% | +5.89% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.90% | -0.76% | +21.49% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.01% | -0.90% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | -0.09% | +6.06% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | +0.05% | +22.07% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.08% | +4.19% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.17% | -0.04% | +0.01% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.07% | +5.23% | |
| 20 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 1.11% | -0.03% | +0.35% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | -0.07% | +9.04% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.08% | -0.75% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 0.82% | -0.05% | -5.03% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.11% | -6.17% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.15% | +9.46% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.05% | +4.56% | |
| 27 | IP | International Paper Co | Stock-Consumer Disc | 0.70% | -0.01% | -0.29% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.03% | -3.44% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.01% | -0.31% | |
| 30 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.66% | -0.02% | +5378.24% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.07% | +2.06% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.61% | -0.03% | +16.21% | |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | +0.02% | +1.20% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.06% | -1.23% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.50% | -0.13% | +19.35% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.50% | +0.01% | +5.03% | |
| 37 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.49% | -0.02% | -0.95% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.07% | +3.12% | |
| 39 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.47% | +0.88% | +18.04% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.45% | -0.06% | +0.05% | |
| 41 | UL | Unilever PLC | Stock-Consumer Staples | 0.43% | — | +0.19% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.05% | +1.47% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | — | -4.42% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.01% | -4.74% | |
| 45 | GE | General Electric | Stock-Industrials | 0.40% | +0.01% | -1.39% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.39% | -0.02% | -0.68% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.02% | -3.01% | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.35% | -0.02% | +3.83% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | -0.04% | +18.04% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | -0.02% | +5.03% |
According to official SEC Form 13F filings, Keystone Financial Group reported a total U.S. public equity portfolio value of $1.7B across 169 disclosed positions in Q2 2024.
During Q2 2024, Keystone Financial Group's top holdings by market value included AAPL (15.4%)、MSFT (7.6%)、NVDA (7.1%). The largest single position, AAPL, represented 15.4% of total portfolio value.
In Q2 2024, Keystone Financial Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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