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KEYSTONE FINANCIAL GROUP

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LEXINGTON KY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Keystone Financial Group is based out of Lexington. Keystone Financial Group is a large advisory firm with 5191 clients and discretionary assets under management (AUM) of $1,229,309,718 (Form ADV from 2023-08-18). Their last reported 13F filing for Q4 2023 included $575,172,207 in managed 13F securities and a top 10 holdings concentration of 42.48%. Keystone Financial Group's largest holding is SPDR S&P 500 ETF TRUST with shares held of 133,661. Whalewisdom has at least 26 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 11.05%
SPLG SPDR(R) Portfolio S& 7.77%
AAPL Apple Inc 6.46%
VTI VANGUARD TOTAL STOCK 4.05%
MSFT Microsoft Corp. 2.85%

2023-12-31

13F Activity

Market Value $0.58b, Prior: $0.60b
New Purchases 19 stocks
Added To 80 stocks
Sold out of 21 stocks
Reduced holdings in 177 stocks
Top 10 Holdings % 42.48%
Turnover %[1] 13.42%
Turnover Alt %[2] 5.65%
Time Held Top 20 1.3 quarters
Time Held Top 10 1 quarters
Time Held All 14.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance