13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001729299
Total reported value
$1.7B
$1.7B
395 檔
14.6%
As reported in its official Q1 2025 Form 13F filing, Keystone Financial Group's tracked investment portfolio stood at $1.7B with 395 total positions.
In Q1 2025, Keystone Financial Group displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 395 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.73% | -0.22% | -3.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.15% | -0.60% | +0.49% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.97% | +0.42% | -4.42% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.09% | +0.56% | -1.67% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.02% | — | +1.42% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.53% | -0.08% | +0.78% | |
| 7 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.51% | +0.10% | +37.43% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | -0.30% | +0.90% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.13% | -0.76% | +1.74% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.93% | -0.25% | +0.48% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.23% | +0.50% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.86% | -0.59% | +8.34% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | -0.20% | -0.67% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.85% | -0.08% | +3.38% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.74% | +0.13% | +3.08% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | -0.01% | -2.33% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.09% | +0.32% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.35% | -0.08% | -22.73% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.07% | -0.04% | -5.23% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.99% | -0.02% | +5.18% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | +0.02% | +2.96% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.80% | +1.15% | +1.57% | |
| 23 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.77% | -0.06% | -0.35% | |
| 24 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.74% | — | +15.09% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.08% | +3.01% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.14% | +6.25% | |
| 27 | BIDD | Ishares International Divide | ETF-Other | 0.63% | -0.35% | +15.17% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.03% | -10.22% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.06% | -0.80% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.11% | +0.93% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.23% | -1.98% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.61% | -0.13% | +0.85% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.01% | -0.47% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | — | -3.62% | |
| 35 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.59% | -0.09% | -2.54% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.07% | +1.32% | |
| 37 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.57% | -0.01% | +417.81% | |
| 38 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.57% | +0.88% | +1.71% | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.51% | +0.23% | +27.32% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.50% | +0.02% | -35.50% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.07% | +0.22% | |
| 42 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.04% | +0.14% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.08% | +82.84% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | -0.02% | +0.71% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.47% | -0.05% | +1.97% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | +0.01% | -0.71% | |
| 47 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.46% | -0.01% | +3.39% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.01% | +2.58% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | +0.02% | -0.59% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | -0.01% | -1.66% |
According to official SEC Form 13F filings, Keystone Financial Group reported a total U.S. public equity portfolio value of $1.7B across 395 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, SPYM) accounted for 14.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $76.0M
During Q1 2025, Keystone Financial Group's top holdings by market value included AAPL (7.7%)、SPY (7.2%)、SPYM (4.0%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q1 2025, Keystone Financial Group made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.