Keystone Financial Services Top Holdings and 13F Report (2025) About Keystone Financial ServicesInvestment ActivityKeystone Financial Services has $261.19 million in total holdings as of December 31, 2024.Keystone Financial Services owns shares of 102 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.97% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Keystone Financial Services has purchased 97 new stocks and bought additional shares in 60 stocks.Keystone Financial Services sold shares of 21 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $49,310,068iShares Core Total USD Bond Market ETF $30,290,578iShares S&P 500 Growth ETF $20,984,224iShares MSCI USA Quality Factor ETF $18,077,189iShares U.S. Equity Factor Rotation Active ETF $17,715,194 Largest New Holdings this Quarter Dimensional U.S. Core Equity 2 ETF $987,660 HoldingVanguard S&P 500 ETF $503,424 HoldingDimensional World ex U.S. Core Equity 2 ETF $473,361 HoldingiShares MSCI USA Momentum Factor ETF $313,981 HoldingARISTA NETWORKS INC $258,066 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 28,553 shares (about $987.66K)Vanguard S&P 500 ETF 934 shares (about $503.42K)iShares Core S&P 500 ETF 843 shares (about $496.26K)Dimensional World ex U.S. Core Equity 2 ETF 19,041 shares (about $473.36K)iShares MSCI EAFE Growth ETF 3,509 shares (about $339.78K) Largest Sales this Quarter Booking 30 shares (about $149.07K)AMERICAN HEALTHCARE REIT INC 5,096 shares (about $144.83K)iShares Investment Grade Bond Factor ETF 2,143 shares (about $95.06K)Wells Fargo & Company 808 shares (about $56.76K)Fiserv 106 shares (about $21.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeystone Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$49,310,068$496,256 ▲1.0%83,76418.9%ETFIUSBiShares Core Total USD Bond Market ETF$30,290,578$257,188 ▲0.9%670,14511.6%ManufacturingIVWiShares S&P 500 Growth ETF$20,984,224$258,495 ▲1.2%206,6808.0%ETFQUALiShares MSCI USA Quality Factor ETF$18,077,189$266,407 ▲1.5%101,5126.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$17,715,194$210,381 ▲1.2%345,6626.8%ETFEFViShares MSCI EAFE Value ETF$14,193,258$331,715 ▲2.4%270,5035.4%ETFEFGiShares MSCI EAFE Growth ETF$12,941,298$339,776 ▲2.7%133,6505.0%ETFIVEiShares S&P 500 Value ETF$10,205,676$145,070 ▲1.4%53,4663.9%ETFIYWiShares U.S. Technology ETF$7,304,482$75,613 ▲1.0%45,7902.8%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$7,158,618$159,641 ▲2.3%129,1002.7%ManufacturingMBBiShares MBS ETF$6,415,825$93,331 ▲1.5%69,9802.5%ETFBRK.BBerkshire Hathaway$3,370,409$77,053 ▲2.3%7,4361.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,315,526$40,836 ▲1.2%63,4921.3%ETFTLTiShares 20+ Year Treasury Bond ETF$3,288,789$16,069 ▲0.5%37,6591.3%ETFBINCiShares Flexible Income Active ETF$2,869,111$18,623 ▲0.7%55,1541.1%ETFMETAMeta Platforms$2,207,962$17,565 ▼-0.8%3,7710.8%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$2,072,752$22,589 ▲1.1%44,7780.8%ETFJPMJPMorgan Chase & Co.$2,040,450$29,005 ▲1.4%8,5120.8%FinanceGOOGAlphabet$2,011,887$18,664 ▲0.9%10,5640.8%Computer and TechnologyORCLOracle$1,986,705$25,829 ▲1.3%11,9220.8%Computer and TechnologyBKNGBooking$1,813,684$149,070 ▼-7.6%3650.7%Retail/WholesaleSCHWCharles Schwab$1,382,897$22,943 ▲1.7%18,6850.5%FinanceWFCWells Fargo & Company$1,300,738$56,755 ▼-4.2%18,5180.5%FinancePMPhilip Morris International$1,297,747$44,410 ▲3.5%10,7830.5%Consumer StaplesLCTUBlackRock U.S. Carbon Transition Readiness ETF$1,217,456$384 ▲0.0%19,0080.5%ETFMSFTMicrosoft$1,164,553$20,653 ▲1.8%2,7630.4%Computer and TechnologyKMXCarMax$989,034$16,842 ▲1.7%12,0970.4%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$987,660$987,660 ▲New Holding28,5530.4%ETFVVisa$980,506$3,161 ▲0.3%3,1020.4%Business ServicesAAPLApple$976,7460.0%3,9000.4%Computer and TechnologyCMCSAComcast$968,002$24,544 ▲2.6%25,7930.4%Consumer DiscretionaryEBAYeBay$959,462$14,930 ▲1.6%15,4880.4%Retail/WholesaleBKBank of New York Mellon$879,566$22,051 ▲2.6%11,4480.3%FinanceUSXFiShares ESG Advanced MSCI USA ETF$846,067$298 ▲0.0%17,0170.3%ManufacturingVTIVanguard Total Stock Market ETF$816,577$14,204 ▼-1.7%2,8170.3%ETFBDXBecton, Dickinson and Company$811,259$131,353 ▲19.3%3,5760.3%MedicalDSIiShares ESG MSCI KLD 400 ETF$797,727$331 ▲0.0%7,2360.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$797,442$3,918 ▲0.5%8,9560.3%ETFADIAnalog Devices$792,467$20,821 ▲2.7%3,7300.3%Computer and TechnologyMCKMcKesson$790,743$21,094 ▲2.7%1,3870.3%MedicalNVSNovartis$717,541$23,062 ▲3.3%7,3740.3%MedicalULUnilever$690,273$36,969 ▲5.7%12,1740.3%Consumer StaplesSNYSanofi$669,599$13,408 ▲2.0%13,8830.3%MedicalQQQInvesco QQQ$652,3450.0%1,2760.2%FinanceXOMExxon Mobil$643,320$18,504 ▲3.0%5,9800.2%Oils/EnergyGDGeneral Dynamics$627,861$20,551 ▲3.4%2,3830.2%AerospaceSUSCiShares ESG Aware USD Corporate Bond ETF$617,2120.0%27,1660.2%ManufacturingESGUiShares ESG Aware MSCI USA ETF$610,3640.0%4,7380.2%ManufacturingSPYSPDR S&P 500 ETF Trust$609,703$1,173 ▲0.2%1,0400.2%FinanceVBVanguard Small-Cap ETF$563,2160.0%2,3440.2%ETFMDTMedtronic$529,604$39,461 ▲8.1%6,6300.2%MedicalELVElevance Health$529,559$12,170 ▲2.4%1,4360.2%MedicalDMXFiShares ESG Advanced MSCI EAFE ETF$528,881$646 ▲0.1%8,1840.2%ManufacturingCOPConocoPhillips$508,761$41,851 ▲9.0%5,1300.2%Oils/EnergyVOOVanguard S&P 500 ETF$503,424$503,424 ▲New Holding9340.2%ETFBACBank of America$497,869$15,646 ▲3.2%11,3280.2%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$473,361$473,361 ▲New Holding19,0410.2%ETFXLKTechnology Select Sector SPDR Fund$473,0740.0%2,0350.2%ETFGOOGLAlphabet$471,357$6,815 ▼-1.4%2,4900.2%Computer and TechnologyZBRAZebra Technologies$449,559$3,476 ▼-0.8%1,1640.2%Industrial ProductsAVGOBroadcom$432,382$75,348 ▲21.1%1,8650.2%Computer and TechnologyIGEBiShares Investment Grade Bond Factor ETF$431,357$95,064 ▼-18.1%9,7240.2%ETFRTXRTX$420,759$4,282 ▲1.0%3,6360.2%AerospaceFIFiserv$393,790$21,775 ▼-5.2%1,9170.2%Business ServicesAMERICAN HEALTHCARE REIT INC$392,025$144,828 ▼-27.0%13,7940.2%COM SHSOMCOmnicom Group$355,456$7,314 ▲2.1%4,1310.1%Business ServicesAMZNAmazon.com$346,417$3,730 ▼-1.1%1,5790.1%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$336,933$3,953 ▼-1.2%14,6620.1%ETFQCOMQUALCOMM$330,591$154 ▼0.0%2,1520.1%Computer and TechnologyINGRIngredion$328,906$20,634 ▼-5.9%2,3910.1%Consumer StaplesENBEnbridge$322,383$2,758 ▼-0.8%7,5980.1%Oils/EnergyWMGWarner Music Group$320,416$13,392 ▲4.4%10,3360.1%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$313,981$313,981 ▲New Holding1,5170.1%ETFYUMCYum China$298,3160.0%6,1930.1%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$291,188$467 ▲0.2%8,7210.1%ManufacturingALLEAllegion$280,701$2,222 ▼-0.8%2,1480.1%Industrial ProductsWHWyndham Hotels & Resorts$279,994$15,421 ▼-5.2%2,7780.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$275,103$1,975 ▼-0.7%1,3930.1%Computer and TechnologyICVTiShares Convertible Bond ETF$274,113$14,445 ▲5.6%3,2260.1%ETFBRBroadridge Financial Solutions$268,369$8,818 ▼-3.2%1,1870.1%Business ServicesDDOGDatadog$258,916$7,287 ▲2.9%1,8120.1%Computer and TechnologyARISTA NETWORKS INC$258,066$258,066 ▲New Holding2,3350.1%COM SHSNTRSNorthern Trust$254,303$7,073 ▲2.9%2,4810.1%FinanceDFCFDimensional Core Fixed Income ETF$244,071$244,071 ▲New Holding5,9140.1%ETFPODDInsulet$242,012$6,527 ▲2.8%9270.1%MedicalCBSHCommerce Bancshares$241,888$15,951 ▲7.1%3,8820.1%FinanceRTORentokil Initial$236,363$236,363 ▲New Holding9,3350.1%Business ServicesINTCIntel$236,209$8,040 ▼-3.3%11,7810.1%Computer and TechnologyBIOBio-Rad Laboratories$236,198$236,198 ▲New Holding7190.1%MedicalVRSNVeriSign$235,314$16,557 ▲7.6%1,1370.1%Computer and TechnologyCIThe Cigna Group$225,6060.0%8170.1%MedicalWMBWilliams Companies$222,452$222,452 ▲New Holding4,1100.1%Oils/EnergyTROWT. Rowe Price Group$218,173$4,976 ▲2.3%1,9290.1%FinanceXLVHealth Care Select Sector SPDR Fund$215,5720.0%1,5670.1%ETFFLSFlowserve$212,755$212,755 ▲New Holding3,6990.1%Industrial ProductsMAMastercard$209,575$209,575 ▲New Holding3980.1%Business ServicesSNVSynovus Financial$209,530$209,530 ▲New Holding4,0900.1%FinanceCEGConstellation Energy$204,918$4,027 ▲2.0%9160.1%Oils/EnergySOFISoFi Technologies$202,741$8,362 ▲4.3%13,1650.1%FinancePKPark Hotels & Resorts$154,742$4,334 ▲2.9%10,9980.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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