| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 26 | Q2 2024 | 15.4% |
| MICROSOFT CORP | 26 | Q2 2024 | 7.6% |
| BERKSHIRE HATHAWAY | 26 | Q2 2024 | 4.4% |
| AMAZON COM | 26 | Q2 2024 | 3.6% |
| TESLA INC | 26 | Q2 2024 | 2.8% |
| JOHNSON JOHNSON | 26 | Q2 2024 | 1.4% |
| META PLATFORMS | 26 | Q2 2024 | 2.6% |
| PROCTER GAMBLE | 26 | Q2 2024 | 2.1% |
| EXXON MOBIL | 26 | Q2 2024 | 2.1% |
| ALPHABET INC | 26 | Q2 2024 | 2.3% |
View Keystone Financial Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-08 |
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
View Keystone Financial Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.