Keystone Financial Services, LLC Purchases in Q1 2025

Keystone Financial Services, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
6.16K
New
$225.21 - $254.42 $1.39M - $1.57M
6.16K $1.46B
PVAL
Putnam ETF Tr Putnam Focused L
21.6K
+ 7.11%
$36.8 - $39.59 $795K - $855K
326K $12.4B
IVV
Ishares Core S&P 500 ETF

ETFs
2.09K
+ 32.92%
$554.06 - $615.85 $1.16M - $1.29M
8.44K $4.74B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.46K
+ 239.61%
$507.05 - $563.67 $742K - $825K
2.08K $1.07B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
608
+ 14.41%
$442.66 - $534.52 $269K - $325K
4.83K $2.57B
JHMM
John Hancock Multifactor Mid C

ETFs
8.66K
+ 23.91%
$55.69 - $63.12 $482K - $546K
44.9K $2.57B
JPSE
J P Morgan Diversified Return

ETFs
18.6K
+ 14.89%
$42.78 - $48.51 $794K - $900K
143K $6.24B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
21.1K
+ 7.43%
$28.22 - $30.06 $596K - $635K
305K $8.71B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.36K
+ 5.53%
$27.01 - $28.54 $226K - $239K
160K $4.46B
VO
Vanguard Mid Cap ETF

ETFs
1.22K
+ 81.52%
$251.87 - $277.95 $308K - $340K
2.72K $704M
MELI
Mercadolibre Inc

Consumer Cyclical
146
New
$1739.0 - $2260.0 $254K - $330K
146 $285M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
8.14K
+ 6.95%
$51.3 - $56.76 $417K - $462K
125K $6.63B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.5K
New
$25.58 - $29.24 $269K - $308K
10.5K $276M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.5K
New
$23.16 - $27.04 $266K - $311K
11.5K $269M
Capital Grp Fixed Incm ETF T
6.66K
+ 4.55%
N/A
153K $4.02B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.27K
+ 86.13%
$97.38 - $104.52 $221K - $237K
4.91K $502M
VBR
Vanguard Small Cap Value ETF

ETFs
1.1K
New
$183.02 - $207.75 $202K - $229K
1.1K $205M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.29K
+ 5.56%
$156.61 - $168.02 $202K - $217K
24.5K $3.93B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.01K
+ 4.75%
$50.39 - $50.66 $152K - $153K
66.4K $3.36B
JPIE
J P Morgan Exchange Traded Fd
2.81K
+ 3.56%
$45.46 - $46.18 $128K - $130K
81.9K $3.77B
TSLA
Tesla, Inc.

Consumer Cyclical
976
+ 160.53%
$222.15 - $428.22 $217K - $418K
1.58K $411M
VB
Vanguard Small Cap ETF

ETFs
852
+ 63.25%
$217.89 - $252.64 $186K - $215K
2.2K $488M
AAPL
Apple Inc.

Technology
1.3K
+ 29.19%
$209.68 - $247.1 $273K - $321K
5.75K $1.28B
Virtus ETF Tr Ii
10K
+ 6.61%
N/A
161K $3.82B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
14.9K
+ 37.66%
$15.58 - $20.55 $231K - $305K
54.3K $865M
NVDA
Nvidia Corp

Technology
2.83K
+ 37.21%
$106.98 - $149.43 $302K - $422K
10.4K $1.13B
FTCS
First Trust Capital Strength E

ETFs
952
+ 7.36%
$86.39 - $91.35 $82.2K - $87K
13.9K $1.25B
VOT
Vanguard Mid Cap Growth Index

ETFs
476
+ 27.5%
$237.72 - $276.98 $113K - $132K
2.21K $540M
VBK
Vanguard Small Cap Growth ETF

ETFs
612
+ 32.28%
$247.97 - $296.33 $152K - $181K
2.51K $632M
SPY
Spdr S&P 500 ETF Trust

ETFs
200
+ 43.96%
$551.42 - $612.93 $110K - $123K
655 $366M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
650
+ 22.73%
$78.12 - $83.7 $50.8K - $54.4K
3.51K $283M
XOM
Exxon Mobil Corp

Energy
44
+ 1.1%
$105.44 - $118.93 $4.64K - $5.23K
4.04K $480M
CGMS
Capital Grp Core Plus Income E
1.65K
+ 1.54%
N/A
109K $2.97B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.38K
+ 14.86%
$32.49 - $37.99 $77.2K - $90.3K
18.4K $616M
MSFT
Microsoft Corp

Technology
158
+ 32.99%
$375.39 - $447.2 $59.3K - $70.7K
637 $239M
HTAB
Hartford Fds Exchange Traded

ETFs
1.76K
+ 13.87%
$18.95 - $19.6 $33.3K - $34.4K
14.4K $276M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.71K
+ 13.53%
$33.98 - $39.84 $58K - $68K
14.3K $491M
AMZN
Amazon Com Inc

Consumer Cyclical
451
+ 16.85%
$190.26 - $242.06 $85.8K - $109K
3.13K $595M
ILCB
Ishares Morningstar U.S. Equit

ETFs
538
+ 5.02%
$76.17 - $85.05 $41K - $45.8K
11.2K $869M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.55K
+ 4.02%
$64.88 - $72.1 $425K - $472K
169K $11.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
308
+ 5.45%
$468.34 - $539.52 $144K - $166K
5.96K $2.79B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.43K
+ 6.47%
$36.64 - $45.76 $162K - $203K
73K $2.74B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.57K
+ 4.18%
$333.37 - $384.99 $524K - $605K
39.2K $13.1B
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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