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Home > Institutional Investor > Keystone Financial Group > Profile

Instuitional Investor - Keystone Financial Group

Fund Profile
Filing Period:
Fund Name: Keystone Financial Group
Portfolio Value $983,680,199
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 345,846 $76,000,704 7.73%
2.
Spdr S & P 500 Etf Trust
 SPY 125,601 $70,319,535 7.15%
3.
Spdr Series Trust
 594,190 $39,073,908 3.97%
4.
Spdr Series Trust
 378,393 $30,411,436 3.09%
5.
Vanguard Total Stock Market Etf
 107,910 $29,658,013 3.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)