Keystone Financial Group, Inc. Purchases in Q1 2025

Keystone Financial Group, Inc.

  • $142 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
53.4K
+ 39.3%
$100.34 - $100.68 $5.35M - $5.37M
189K $19B
Vanguard Malvern Fds
40.3K
+ 90.28%
N/A
85K $6.52B
Innovator Etfs Trust
113K
+ 610.37%
N/A
132K $3.58B
INMU
Blackrock ETF Tr Ii Intermedia
126K
+ 873.69%
$23.44 - $23.97 $2.95M - $3.02M
140K $3.28B
Blackrock ETF Trust Ii
47.9K
New
N/A
47.9K $2.37B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
33.9K
+ 533.83%
$47.59 - $48.35 $1.61M - $1.64M
40.2K $1.94B
NEAR
Blackrock Short Maturity Bond

ETFs
22.6K
+ 236.02%
$50.4 - $50.89 $1.14M - $1.15M
32.2K $1.64B
DFAX
Dimensional ETF Tr
22.7K
+ 21.96%
$24.45 - $27.2 $556K - $618K
126K $3.47B
MEAR
Blackrock Short Maturity Munic

ETFs
16.6K
+ 46.5%
$49.97 - $50.36 $829K - $835K
52.3K $2.61B
BALT
Innovator Etfs Tr
25.1K
New
$31.31 - $31.89 $786K - $800K
25.1K $791M
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.8K
+ 18.88%
$46.74 - $47.55 $600K - $610K
80.8K $3.85B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
40.7K
+ 13.56%
$27.01 - $28.54 $1.1M - $1.16M
341K $8.7B
Innovator Etfs Trust
16.4K
New
N/A
16.4K $488M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.37K
New
$100.59 - $103.47 $339K - $349K
3.37K $346M
DFAU
Dimensional ETF Tr

ETFs
42.9K
+ 7.19%
$37.84 - $42.29 $1.62M - $1.81M
639K $24.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.1K
+ 14.74%
$32.42 - $36.13 $489K - $545K
117K $3.84B
IXUS
Ishares Tr

ETFs
248
+ 0.93%
$65.06 - $72.31 $16.1K - $17.9K
26.9K $1.97B
USRT
Ishares Core U.S. Reit ETF

ETFs
3.5K
+ 11.72%
$55.14 - $60.29 $193K - $211K
33.3K $1.88B
VIG
Vanguard Dividend Appreciation

ETFs
1.83K
+ 5.17%
N/A
37.1K $7.08B
PDEC
Innovator U.S. Equity Power Bu
4.43K
+ 70.17%
N/A
10.7K $404M
Dimensional ETF Trust
2K
+ 17.49%
N/A
13.4K $827M
RBLD
First Tr Exchange Traded Fd Ii
1.54K
New
N/A
1.54K $103M
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.95K
New
$46.82 - $47.8 $91.1K - $93K
1.95K $89.8M
WEC
Wec Energy Group, Inc.

Utilities
6
+ 0.26%
$92.12 - $108.98 $553 - $654
2.3K $252M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.2K
New
$25.54 - $28.79 $30.8K - $34.7K
1.2K $35.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.15K
+ 76.45%
$25.35 - $27.46 $29.1K - $31.5K
2.65K $72.6M
GVI
Ishares Tr

ETFs
311
New
$103.49 - $106.02 $32.2K - $33K
311 $32.9M
Grayscale Bitcoin Mini Tr Et
763
New
N/A
763 $32.1M
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.26%
$232.43 - $265.13 $697 - $795
1.14K $306M
EMLP
First Tr Exchange Traded Iv

ETFs
94
+ 0.15%
$35.79 - $38.28 $3.36K - $3.6K
63.8K $2.3B
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 0.28%
$142.8 - $176.36 $286 - $353
727 $127M
Vanguard Malvern Fds
240
+ 20.37%
N/A
1.42K $109M
IOT
Samsara Inc.

Technology
450
+ 300.0%
$34.06 - $60.96 $15.3K - $27.4K
600 $24.8M
DE
Deere & CO

Industrials
1
+ 0.33%
$408.57 - $509.27 $409 - $509
304 $145M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
198
+ 3.15%
$51.52 - $52.37 $10.2K - $10.4K
6.49K $339M
ATO
Atmos Energy Corp

Utilities
3
+ 0.53%
$136.51 - $154.58 $410 - $464
572 $92.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
111
+ 2.32%
$76.94 - $78.28 $8.54K - $8.69K
4.89K $382M
AMGN
Amgen Inc

Healthcare
4
+ 0.44%
$258.59 - $327.36 $1.03K - $1.31K
918 $248M
MMM
3 M CO

Industrials
4
+ 0.49%
$129.7 - $155.12 $519 - $620
823 $114M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
156
+ 10.75%
$44.72 - $46.25 $6.98K - $7.22K
1.61K $73.3M
NRG
Nrg Energy, Inc.

Utilities
1
+ 0.42%
$84.82 - $113.33 $84.8 - $113
240 $28.2M
XLU
Utilities Sector Spdr

ETFs
9
+ 0.76%
$74.7 - $80.27 $672 - $722
1.2K $96.3M
HYMU
Blackrock ETF Tr Ii High Yield
305
+ 29.05%
$22.43 - $23.19 $6.84K - $7.07K
1.36K $30.2M
PINC
Premier, Inc.

Healthcare
20
+ 1.16%
$17.46 - $23.0 $349 - $460
1.75K $40.2M
FPX
First Trust Us Equity Opportun

ETFs
25
New
$106.21 - $143.53 $2.66K - $3.59K
25 $3.08M
DFSE
Dimensional ETF Tr Dimen Emrgn
3
+ 0.2%
N/A
1.49K $52.1M
DFSI
Dimensional ETF Tr Dimen Intl
2
+ 0.34%
N/A
587 $21.9M
AOA
Ishares Tr Core Aggressive All

ETFs
10
New
$75.7 - $80.01 $757 - $800
10 $775K
VCIT
Vanguard Intermediate Term Cor

ETFs
4
+ 1.65%
$79.17 - $82.04 $317 - $328
247 $20M
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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