Keystone Financial Group Purchases in Q1 2025

Keystone Financial Group

  • $922 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
98.2K
+ 417.81%
$45.72 - $51.73 $4.49M - $5.08M
122K $5.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
144K
+ 519.09%
$25.12 - $26.05 $3.61M - $3.75M
172K $4.33M
IAU
Ishares Gold Trust

ETFs
57.9K
+ 550.52%
$49.74 - $58.96 $2.88M - $3.41M
68.4K $4.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 3.38%
$442.66 - $534.52 $496K - $599K
34.2K $18.2M
PLTR
Palantir Technologies Inc.

Technology
4.23K
+ 1.74%
$64.98 - $124.62 $275K - $527K
247K $20.9M
PEP
Pepsico Inc

Consumer Defensive
14.5K
+ 82.84%
$142.64 - $156.42 $2.07M - $2.27M
32K $4.8M
ET
Energy Transfer LP

Energy
71.2K
New
$17.26 - $21.08 $1.23M - $1.5M
71.2K $1.32M
T
At&T Inc.

Communication Services
1.85K
+ 0.85%
$21.56 - $28.28 $40K - $52.4K
219K $6.19M
EPD
Enterprise Products Partners L.P.

Energy
36.1K
New
$31.75 - $34.14 $1.15M - $1.23M
36.1K $1.23M
SPTL
Spdr Portfolio Long Term Treas

ETFs
39.3K
+ 27.32%
$25.54 - $27.64 $1M - $1.09M
183K $5M
JNJ
Johnson & Johnson

Healthcare
1.31K
+ 3.01%
$142.06 - $167.7 $186K - $220K
44.8K $7.43M
CVX
Chevron Corp

Energy
2.37K
+ 14.03%
$146.71 - $167.97 $348K - $398K
19.3K $3.22M
ABT
Abbott Laboratories

Healthcare
81
+ 0.22%
$111.1 - $140.22 $9K - $11.4K
36.7K $4.87M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.55K
+ 5.18%
$71.17 - $73.66 $466K - $483K
133K $9.77M
IONQ
Ion Q, Inc.

Technology
25.2K
New
$18.27 - $51.07 $461K - $1.29M
25.2K $556K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.4K
+ 17.74%
$54.25 - $57.64 $566K - $602K
69.3K $3.82M
XLF
Financial Sector Spdr

ETFs
9.51K
+ 17.62%
$47.32 - $52.19 $450K - $496K
63.4K $3.16M
GRAB
Grab Holdings LTD

Technology
121K
+ 794.05%
$4.12 - $5.34 $497K - $645K
136K $615K
MCD
Mcdonalds Corp

Consumer Cyclical
182
+ 0.93%
$279.74 - $321.29 $50.9K - $58.5K
19.7K $6.15M
KO
Coca Cola CO

Consumer Defensive
2.69K
+ 8.88%
$60.81 - $72.32 $164K - $195K
33K $2.36M
PFE
Pfizer Inc

Healthcare
20K
+ 28.76%
$25.01 - $27.13 $501K - $544K
89.7K $2.27M
OKE
Oneok Inc

Energy
3.63K
+ 134.07%
$89.57 - $109.85 $325K - $399K
6.34K $629K
JPM
Jpmorgan Chase & CO

Financial Services
171
+ 0.32%
$225.19 - $279.95 $38.5K - $47.9K
52.9K $13M
ELV
Elevance Health, Inc.

Healthcare
487
+ 29.01%
$365.9 - $436.25 $178K - $212K
2.17K $942K
CGUS
Capital Group Core Equity ETF
11.1K
+ 32.59%
$33.08 - $36.62 $368K - $407K
45.2K $1.51M
ENB
Enbridge Inc

Energy
6.31K
+ 40.84%
$41.54 - $45.45 $262K - $287K
21.8K $964K
GILD
Gilead Sciences, Inc.

Healthcare
2.63K
New
$89.14 - $117.41 $234K - $309K
2.63K $294K
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.27K
+ 17.01%
$50.17 - $51.45 $314K - $322K
43.1K $2.17M
CRWD
Crowd Strike Holdings, Inc.

Technology
746
+ 35.09%
$308.86 - $455.36 $230K - $340K
2.87K $1.01M
FTNT
Fortinet, Inc.

Technology
2.95K
New
$92.49 - $114.57 $273K - $338K
2.95K $284K
LNC
Lincoln National Corp

Financial Services
886
+ 1.49%
$30.06 - $39.23 $26.6K - $34.8K
60.4K $2.17M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.6K
+ 20.63%
$32.49 - $37.99 $409K - $478K
73.6K $2.47M
AB
Alliancebernstein Holding L.P.

Financial Services
6.8K
+ 59.25%
$35.0 - $40.73 $238K - $277K
18.3K $700K
GOLD
Barrick Gold Corp

Basic Materials
2.57K
+ 4.56%
$15.45 - $19.56 $39.8K - $50.3K
59K $1.15M
D
Dominion Energy, Inc

Utilities
4.17K
+ 32.75%
$52.85 - $57.43 $220K - $239K
16.9K $947K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.36K
+ 76.51%
$46.18 - $47.84 $248K - $256K
12.4K $587K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.47K
New
$168.84 - $202.89 $248K - $297K
1.47K $257K
RGTI
Rigetti Computing, Inc.

Technology
32.4K
New
$6.05 - $19.51 $196K - $632K
32.4K $256K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.86K
New
$80.53 - $147.57 $150K - $274K
1.86K $245K
COST
Costco Wholesale Corp

Consumer Defensive
224
+ 21.33%
$890.62 - $1076.86 $199K - $241K
1.27K $1.2M
PAVE
Global X Fds Us Infrastructure

ETFs
6.39K
New
$37.31 - $43.82 $238K - $280K
6.39K $241K
TPR
Tapestry, Inc.

Consumer Cyclical
3.39K
New
$65.63 - $89.21 $222K - $302K
3.39K $238K
BB
Blackberry LTD

Technology
63.3K
New
$3.68 - $6.07 $233K - $384K
63.3K $238K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.86K
+ 114.07%
$30.73 - $32.26 $242K - $254K
14.8K $453K
RSG
Republic Services, Inc.

Industrials
939
New
$200.09 - $242.16 $188K - $227K
939 $227K
FVD
First Tr Value Line Divid Inde

ETFs
4.5K
+ 18.56%
$42.61 - $45.51 $192K - $205K
28.8K $1.28M
NFLX
Netflix Inc

Communication Services
100
+ 3.44%
$828.4 - $1058.6 $82.8K - $106K
3.01K $2.81M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
7.62K
New
$27.8 - $39.18 $212K - $298K
7.62K $211K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.57K
New
$74.85 - $84.89 $193K - $219K
2.57K $210K
Activity Summary
Buys All Purchases 180 New Holdings 25 Increased Positions 155 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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