Keystone Financial Group

Q3 2025 13F-HR/A Holdings

Location
Lexington, KY
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
425
Total value ($000)
$1,308,653
Net value change ($000)
+200,208 (18.1%)
New positions
53
Sold out positions
59
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 35,355 47.6%
AAPL 19,959 27.0%
PLTR 13,288 39.1%
TSLA 10,194 35.6%
STX 9,328 106.6%
BAI 8,847 2881.8%
XLG 7,129 81.7%
AMD 6,771 56.3%
VTI 5,710 16.4%
DYNF 5,623 29.4%
Top Reduces (Value $000, Stocks/ETFs)
TOTL -7,219 -96.4%
HEFA -6,476 -94.7%
EMXC -5,111 -94.8%
SDVY -2,316 -100.0%
SGUXX -2,218 -100.0%
LLY -1,568 -33.9%
WFC -1,474 -46.9%
MDY -1,287 -35.4%
BAC -1,128 -83.9%
CGDV -961 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type