Keystone Financial Group - Portfolio overview

Keystone Financial Group has 531 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.01%
2. SPY - STATE STREET SPDR S&P 500 ETF TRUST, 5.38%
3. SPYM - SPDR SERIES TRUST, 3.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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