Keystone Financial Services - Q42025 Holdings

Keystone Financial Services holds 121 stocks with a total portfolio value of $ 331.27M as of Q42025. In Q42025, Keystone Financial Services added 8 new positions, increased stakes in 37 stocks, reduced 71 holdings, and fully exited 15 positions. The largest holding is Ishares Tr (IVV), representing 8.28% of the total portfolio.