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CIK: 0001865158
Total reported value
$388.4M
$388.4M
102 檔
35.1%
During the Q4 2024 filing period, Keystone Financial Services (CIK: 0001865158) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $388.4M across 102 reported positions.
During Q4 2024, Keystone Financial Services's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.88% | +7.06% | +1.02% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.60% | +0.93% | +0.86% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.03% | +0.24% | +1.25% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.92% | -2.87% | +1.50% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.78% | +0.21% | +1.20% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.43% | -3.12% | +2.39% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.95% | +0.03% | +2.70% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.91% | -1.73% | +1.44% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.80% | +0.02% | +1.05% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.74% | +0.01% | +2.28% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 2.46% | -0.15% | +1.48% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.06% | +2.34% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.27% | -1.66% | +1.25% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.26% | -0.01% | +0.49% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.10% | -0.60% | +0.65% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.07% | -0.79% | |
| 17 | IFRA | Ishares US Infrastructure | ETF-Other | 0.79% | — | +1.10% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.01% | +1.44% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | -0.01% | +0.94% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.02% | +1.32% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | -0.01% | -7.59% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.53% | -0.08% | +1.69% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 0.50% | -0.02% | -4.18% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.50% | -0.09% | +3.54% | |
| 25 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.47% | +0.02% | +0.03% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.03% | +1.81% | |
| 27 | KMX | Carmax Inc | Stock-Consumer Disc | 0.38% | -0.09% | +1.73% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.38% | — | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.01% | +0.32% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.01% | — | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.37% | -0.07% | +2.60% | |
| 32 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.37% | — | +1.58% | |
| 33 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.34% | +0.03% | +2.57% | |
| 34 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.32% | +0.02% | +0.04% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | -0.04% | -1.71% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.31% | +0.04% | +19.32% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.31% | +0.02% | +0.04% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.31% | — | +0.49% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.30% | +0.03% | +2.70% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.30% | -0.10% | +2.74% | |
| 41 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.27% | -0.03% | +3.32% | |
| 42 | UL | Unilever PLC | Stock-Consumer Staples | 0.26% | — | +5.66% | |
| 43 | SNY | Sanofi-adr | Stock-Healthcare | 0.26% | -0.22% | EXIT | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.02% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.10% | +2.96% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.24% | -0.02% | +3.38% | |
| 47 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.24% | -0.05% | — | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.23% | +0.03% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.06% | +0.19% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.22% | -0.01% | — |
According to official SEC Form 13F filings, Keystone Financial Services reported a total U.S. public equity portfolio value of $388.4M across 102 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, IVW) accounted for 35.1% of total reported equity market value during Q4 2024.
During Q4 2024, Keystone Financial Services's top holdings by market value included IVV (18.9%)、IUSB (11.6%)、IVW (8.0%). The largest single position, IVV, represented 18.9% of total portfolio value.
In Q4 2024, Keystone Financial Services 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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