Keystone Financial Group Purchases in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
53.6K
+ 1663.99%
$713.71 - $898.95 $38.3M - $48.2M
56.9K $44.3M
PLTR
Palantir Technologies Inc.

Technology
1.33K
+ 0.54%
$74.01 - $144.25 $98.3K - $192K
249K $33.9M
NVDA
Nvidia Corp

Technology
3.98K
+ 1.87%
$94.31 - $157.99 $375K - $628K
216K $34.2M
MSFT
Microsoft Corp

Technology
95
+ 0.19%
$354.56 - $497.45 $33.7K - $47.3K
49.5K $24.6M
TSLA
Tesla, Inc.

Consumer Cyclical
2.22K
+ 2.64%
$221.86 - $362.89 $492K - $804K
86.2K $27.4M
META
Meta Platforms, Inc.

Communication Services
338
+ 1.08%
$484.66 - $738.09 $164K - $249K
31.6K $23.3M
VTI
Vanguard Total Stock Market Et

ETFs
6.84K
+ 6.34%
$243.75 - $303.93 $1.67M - $2.08M
115K $34.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
74.5K
New
$50.09 - $51.09 $3.73M - $3.81M
74.5K $3.81M
STX
Seagate Technology Holdings PLC

Technology
1.44K
+ 2.53%
$66.54 - $144.33 $95.5K - $207K
58.2K $8.39M
HEFA
Ishares Currency Hedged Msci E

ETFs
89.5K
+ 98.53%
$32.11 - $38.21 $2.87M - $3.42M
180K $6.84M
AMZN
Amazon Com Inc

Consumer Cyclical
2.14K
+ 2.32%
$167.32 - $223.3 $357K - $477K
94K $20.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
45.7K
+ 37.5%
$40.94 - $52.1 $1.87M - $2.38M
167K $8.72M
JPM
Jpmorgan Chase & CO

Financial Services
1.34K
+ 2.53%
$210.28 - $289.91 $282K - $389K
54.3K $15.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.16K
+ 11.72%
$416.06 - $551.64 $898K - $1.19M
20.6K $11.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.57K
+ 4.77%
$456.74 - $568.03 $716K - $890K
34.4K $19.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.38K
+ 0.39%
$43.53 - $54.46 $59.9K - $75K
352K $19.2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
69.2K
+ 37.73%
$25.48 - $27.78 $1.76M - $1.92M
252K $6.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
16.1K
+ 23.19%
$50.08 - $63.14 $805K - $1.01M
85.4K $5.39M
VUG
Vanguard Growth ETF

ETFs
810
+ 4.85%
$329.49 - $438.4 $267K - $355K
17.5K $7.68M
NFLX
Netflix Inc

Communication Services
118
+ 3.92%
$855.86 - $1339.13 $101K - $158K
3.13K $4.19M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.5K
+ 6.4%
$180.84 - $240.32 $272K - $361K
25K $6.01M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
197
+ 0.06%
$50.39 - $60.05 $9.93K - $11.8K
324K $19.5M
BA
Boeing CO

Industrials
753
+ 3.06%
$136.59 - $217.51 $103K - $164K
25.3K $5.31M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
575
+ 4.02%
$299.15 - $396.54 $172K - $228K
14.9K $5.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
580
+ 1.08%
$60.61 - $87.72 $35.2K - $50.9K
54.3K $4.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.56K
+ 16.24%
$483.48 - $539.8 $2.69M - $3M
39.8K $19.3M
DIS
Walt Disney CO

Communication Services
1.33K
+ 4.29%
$81.72 - $124.01 $109K - $165K
32.3K $4.01M
IVE
Ishares S&P 500 Value ETF

ETFs
4.7K
New
$168.34 - $195.42 $792K - $919K
4.7K $919K
GOOG
Alphabet Inc.

Communication Services
492
+ 1.31%
$146.58 - $180.01 $72.1K - $88.6K
38.2K $6.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
744
+ 25.91%
$321.63 - $509.31 $239K - $379K
3.62K $1.84M
XLU
Utilities Sector Spdr

ETFs
9.47K
+ 73.03%
$73.09 - $82.77 $692K - $784K
22.4K $1.83M
NKE
Nike, Inc.

Consumer Cyclical
6.92K
+ 17.26%
$53.27 - $72.04 $368K - $498K
47K $3.34M
WMT
Walmart Inc.

Consumer Defensive
5.08K
+ 20.71%
$81.79 - $99.98 $415K - $508K
29.6K $2.89M
IONQ
Ion Q, Inc.

Technology
4.21K
+ 16.69%
$20.68 - $48.04 $87.1K - $202K
29.4K $1.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.25K
+ 3.03%
$45.98 - $56.15 $104K - $126K
76.5K $4.29M
NRG
Nrg Energy, Inc.

Utilities
3.35K
New
$83.61 - $162.67 $280K - $544K
3.35K $537K
FNDF
Schwab Fundamental Intl Large

ETFs
13.2K
New
$32.25 - $40.02 $426K - $528K
13.2K $528K
ORCL
Oracle Corp

Technology
113
+ 1.78%
$122.82 - $218.63 $13.9K - $24.7K
6.46K $1.41M
ITOT
Ishares Core S&P Total U.S. St

ETFs
398
+ 1.15%
$108.12 - $135.04 $43K - $53.7K
35.1K $4.75M
VO
Vanguard Mid Cap ETF

ETFs
460
+ 2.62%
$228.54 - $279.83 $105K - $129K
18K $5.05M
VONE
Vanguard Russell 1000 ETF

ETFs
1K
+ 12.55%
$225.48 - $280.86 $225K - $281K
8.97K $2.52M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.26K
New
$86.93 - $109.64 $370K - $467K
4.26K $467K
IEMG
Ishares Inc

ETFs
8.49K
+ 31.54%
N/A
35.4K $1.9M
CGUS
Capital Group Core Equity ETF
7.54K
+ 16.65%
$29.93 - $36.93 $226K - $278K
52.8K $1.95M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.07K
+ 34.69%
$54.19 - $67.22 $275K - $341K
19.7K $1.32M
IXN
Ishares Global Information Tec

ETFs
776
+ 3.57%
$65.81 - $92.34 $51.1K - $71.7K
22.5K $2.08M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.56K
New
$50.36 - $50.68 $431K - $434K
8.56K $433K
CGGR
Capital Group Growth ETF Shs C

ETFs
7.92K
+ 45.87%
$30.53 - $40.65 $242K - $322K
25.2K $1.02M
HWM
Howmet Aerospace Inc.

Industrials
2.26K
New
$112.33 - $186.13 $253K - $420K
2.26K $419K
Activity Summary
Buys All Purchases 266 New Holdings 50 Increased Positions 216 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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