Keystone Financial Group Purchases in Q4 2024

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
125K
New
$567.81 - $607.81 $71M - $76M
125K $73.3M
AAPL
Apple Inc.

Technology
159K
+ 79.27%
$221.69 - $259.02 $35.3M - $41.3M
360K $90.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
622K
New
$66.77 - $71.52 $41.5M - $44.5M
622K $42.9M
SPYG
Spdr Portfolio

ETFs
385K
New
$81.74 - $91.38 $31.5M - $35.2M
385K $33.8M
VTI
Vanguard Total Stock Market Et

ETFs
106K
New
$280.04 - $302.45 $29.8M - $32.2M
106K $30.8M
TSLA
Tesla, Inc.

Consumer Cyclical
54.9K
+ 193.13%
$213.65 - $479.86 $11.7M - $26.4M
83.4K $33.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33.6K
New
$521.84 - $558.82 $17.5M - $18.8M
33.6K $18.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
340K
New
$49.03 - $53.35 $16.7M - $18.1M
340K $17.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
299K
New
$55.86 - $60.21 $16.7M - $18M
299K $17.1M
VTV
Vanguard Value ETF

ETFs
64.3K
New
$168.32 - $181.87 $10.8M - $11.7M
64.3K $10.9M
META
Meta Platforms, Inc.

Communication Services
17.4K
+ 127.51%
$554.08 - $632.68 $9.65M - $11M
31.1K $18.3M
PLTR
Palantir Technologies Inc.

Technology
16.1K
+ 7.07%
$36.46 - $82.38 $585K - $1.32M
243K $18.4M
NVDA
Nvidia Corp

Technology
55.6K
+ 35.92%
$117.0 - $148.88 $6.51M - $8.28M
211K $28.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.9K
New
$481.22 - $538.17 $8.61M - $9.63M
17.9K $9.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
126K
New
$71.75 - $75.11 $9.07M - $9.5M
126K $9.09M
JPM
Jpmorgan Chase & CO

Financial Services
30.7K
+ 139.08%
$205.18 - $250.29 $6.3M - $7.68M
52.8K $12.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
254K
New
$29.73 - $30.81 $7.56M - $7.84M
254K $7.75M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
192K
New
$39.3 - $41.34 $7.56M - $7.95M
192K $7.58M
VUG
Vanguard Growth ETF

ETFs
16.9K
New
$378.79 - $428.11 $6.38M - $7.21M
16.9K $6.92M
IVV
Ishares Core S&P 500 ETF

ETFs
11.6K
New
$570.51 - $610.59 $6.63M - $7.1M
11.6K $6.84M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
144K
New
$47.26 - $48.18 $6.79M - $6.92M
144K $6.81M
HEFA
Ishares Currency Hedged Msci E

ETFs
177K
New
$34.42 - $35.88 $6.09M - $6.35M
177K $6.15M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
87.1K
New
$68.71 - $73.91 $5.99M - $6.44M
87.1K $6.01M
VIG
Vanguard Dividend Appreciation

ETFs
31.2K
New
N/A
31.2K $5.68M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14.3K
New
$340.59 - $380.5 $4.87M - $5.44M
14.3K $5.23M
IQLT
Ishares Msci Intl Quality Fact

ETFs
137K
New
$37.12 - $41.23 $5.09M - $5.66M
137K $5.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
28.5K
New
$176.42 - $186.91 $5.03M - $5.32M
28.5K $5.07M
VB
Vanguard Small Cap ETF

ETFs
20.2K
New
$233.76 - $261.58 $4.73M - $5.29M
20.2K $4.86M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23.3K
New
$201.32 - $217.44 $4.7M - $5.08M
23.3K $4.83M
VO
Vanguard Mid Cap ETF

ETFs
17.7K
New
$261.5 - $284.63 $4.63M - $5.04M
17.7K $4.68M
MLN
Vaneck Long Muni ETF

ETFs
258K
New
$17.61 - $18.29 $4.54M - $4.71M
258K $4.61M
ITOT
Ishares Core S&P Total U.S. St

ETFs
35.3K
New
$124.26 - $134.12 $4.39M - $4.74M
35.3K $4.54M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7.85K
New
$563.99 - $620.12 $4.43M - $4.87M
7.85K $4.47M
XMPT
Vaneck Cef Muni Income ETF

ETFs
189K
New
$21.33 - $23.19 $4.03M - $4.38M
189K $4.06M
VOOV
Vanguard S&P 500 Value ETF

ETFs
21.7K
New
$184.21 - $199.29 $4.01M - $4.33M
21.7K $4.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
43.3K
New
$88.59 - $94.57 $3.84M - $4.1M
43.3K $3.85M
SPTL
Spdr Portfolio Long Term Treas

ETFs
144K
New
$26.05 - $29.17 $3.75M - $4.2M
144K $3.77M
STX
Seagate Technology Holdings PLC

Technology
43.4K
+ 349.82%
$86.31 - $112.64 $3.74M - $4.89M
55.8K $4.81M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
41.3K
+ 309.01%
$47.29 - $84.74 $1.96M - $3.5M
54.7K $4.08M
DGRO
Ishares Core Dividend Growth E

ETFs
55.2K
New
$60.73 - $64.94 $3.35M - $3.58M
55.2K $3.38M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
65.1K
New
$51.09 - $55.27 $3.33M - $3.6M
65.1K $3.33M
T
At&T Inc.

Communication Services
144K
+ 196.28%
$21.22 - $23.88 $3.05M - $3.43M
217K $4.94M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
58.8K
New
$55.45 - $61.08 $3.26M - $3.59M
58.8K $3.26M
BRK-A
Berkshire Hathaway Inc

Financial Services
5
+ 29.41%
$664750.0 - $724132.5 $3.32M - $3.62M
22 $15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
18.2K
New
$174.22 - $187.62 $3.17M - $3.41M
18.2K $3.19M
MCD
Mcdonalds Corp

Consumer Cyclical
11.1K
+ 132.88%
$288.47 - $316.54 $3.21M - $3.53M
19.5K $5.66M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
29.3K
New
$104.52 - $115.08 $3.06M - $3.37M
29.3K $3.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.86K
New
$417.69 - $450.94 $2.86M - $3.09M
6.86K $2.92M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
24.4K
New
$119.34 - $127.78 $2.91M - $3.12M
24.4K $2.91M
Activity Summary
Buys All Purchases 330 New Holdings 223 Increased Positions 107 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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