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CIK: 0001729299
Total reported value
$1.7B
$1.7B
390 檔
16.0%
According to the latest 13F quarterly dataset, Keystone Financial Group managed an equity portfolio of $1.7B at the end of Q4 2024, spanning 390 distinct U.S. exchange-listed positions.
During Q4 2024, Keystone Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 390 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.79% | -0.22% | +79.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.20% | -0.60% | -2.24% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.22% | +0.42% | +1.52% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.33% | +0.56% | +3.08% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.03% | — | +3.67% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.96% | -0.08% | +193.13% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | -0.30% | +35.92% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | -0.20% | +83.05% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.23% | +4.05% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.03% | -0.25% | +127.51% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.81% | -0.76% | +7.07% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.01% | -11.97% | |
| 13 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.76% | +0.10% | +1352.48% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.71% | +0.13% | +26.00% | |
| 15 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.69% | -0.59% | +7.46% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.49% | -0.08% | +29.41% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | -0.08% | +7.54% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.09% | +139.08% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.07% | -0.04% | +0.54% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.02% | +1.28% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | -0.02% | +51.99% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +1.15% | +88.29% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.76% | +0.02% | +596.23% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.75% | -0.06% | +1140.81% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.01% | +6.08% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.68% | +0.06% | -0.75% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.03% | +13.20% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.14% | +0.03% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.08% | +69.01% | |
| 30 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.64% | — | +6.98% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.60% | -0.11% | +8.33% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | — | +0.48% | |
| 33 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.59% | -0.09% | -10.39% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.07% | +69.82% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.11% | +132.88% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.23% | +0.94% | |
| 37 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.53% | +0.88% | +349.82% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.01% | +4.16% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.52% | -0.13% | +196.28% | |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.04% | -0.83% | |
| 41 | BIDD | Ishares International Divide | ETF-Other | 0.51% | -0.35% | — | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.50% | — | +336.18% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | +0.03% | +117.25% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | +0.02% | +2.77% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | -0.02% | +333.36% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | +0.01% | +0.51% | |
| 47 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.45% | -0.01% | +402.74% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.45% | -0.01% | -4.37% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.07% | +118.11% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.44% | -0.01% | +31.22% |
According to official SEC Form 13F filings, Keystone Financial Group reported a total U.S. public equity portfolio value of $1.7B across 390 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, SPYM) accounted for 16.0% of total reported equity market value during Q4 2024.
During Q4 2024, Keystone Financial Group's top holdings by market value included AAPL (8.8%)、SPY (7.2%)、SPYM (4.2%). The largest single position, AAPL, represented 8.8% of total portfolio value.
In Q4 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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