Keystone Financial Group Purchases in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
4.7K
+ 7.41%
$43.92 - $52.37 $206K - $246K
68.1K $3.57M
IBM
International Business Machines Corp

Technology
683
+ 15.16%
$221.03 - $294.78 $151K - $201K
5.19K $1.53M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.75K
+ 3.57%
$72.02 - $73.82 $342K - $350K
138K $10.1M
GE
General Electric CO

Industrials
16
+ 0.25%
$166.81 - $257.39 $2.67K - $4.12K
6.39K $1.65M
T
At&T Inc.

Communication Services
7.58K
+ 3.46%
$26.33 - $28.94 $200K - $219K
226K $6.55M
MLN
Vaneck Long Muni ETF

ETFs
28.9K
+ 10.85%
$16.49 - $17.52 $476K - $506K
295K $4.99M
PANW
Palo Alto Networks Inc

Technology
391
+ 4.89%
$152.44 - $204.64 $59.6K - $80K
8.38K $1.72M
VRSN
Verisign Inc

Technology
1.22K
New
$234.49 - $288.8 $286K - $353K
1.22K $352K
XMPT
Vaneck Cef Muni Income ETF

ETFs
22.7K
+ 11.57%
$20.18 - $21.62 $457K - $490K
218K $4.58M
TROW
Price T Rowe Group Inc

Financial Services
3.63K
New
$80.27 - $98.06 $291K - $355K
3.63K $349K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
11.2K
+ 28.09%
$19.51 - $23.9 $218K - $267K
51K $1.22M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.25K
+ 5.66%
$162.65 - $188.71 $203K - $236K
23.3K $4.4M
IESC
Ies Holdings, Inc.

Industrials
1.05K
New
$160.58 - $296.23 $169K - $311K
1.05K $311K
DKNG
Draft Kings Inc.

Consumer Cyclical
88
+ 0.28%
$31.67 - $42.89 $2.79K - $3.77K
31.7K $1.36M
GLD
Spdr Gold Trust

ETFs
848
+ 33.37%
$273.71 - $316.29 $232K - $268K
3.39K $1.03M
OUNZ
Van Eck Merk Gold Trust

ETFs
9.3K
New
$28.68 - $33.09 $267K - $308K
9.3K $296K
VV
Vanguard Large Cap ETF

ETFs
790
+ 33.31%
$228.25 - $285.3 $180K - $225K
3.16K $902K
AXON
Axon Enterprise, Inc.

Industrials
39
+ 4.6%
$497.13 - $827.94 $19.4K - $32.3K
886 $733K
PFF
Ishares Trust Ishares Pfd And

ETFs
9.11K
+ 61.71%
$29.0 - $30.68 $264K - $279K
23.9K $731K
TXN
Texas Instruments Inc

Technology
1.37K
New
N/A
1.37K $266K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
269
+ 7.91%
$141.37 - $228.57 $38K - $61.5K
3.67K $830K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
11.5K
+ 8.82%
$21.55 - $22.2 $248K - $256K
142K $3.14M
ATI
Allegheny Technologies Inc

Industrials
2.85K
New
$41.97 - $86.8 $120K - $247K
2.85K $246K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
88
+ 0.9%
$113.67 - $150.4 $10K - $13.2K
9.89K $1.49M
MPC
Marathon Petroleum Corp

Energy
432
+ 5.22%
$118.55 - $170.08 $51.2K - $73.5K
8.71K $1.45M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.13K
New
$144.94 - $210.94 $164K - $238K
1.13K $238K
ET
Energy Transfer LP

Energy
14.4K
+ 20.25%
$15.65 - $18.93 $226K - $273K
85.6K $1.55M
VST
Vistra Corp.

Utilities
65
+ 2.3%
$98.07 - $195.04 $6.37K - $12.7K
2.89K $559K
MS
Morgan Stanley

Financial Services
1.6K
New
$99.83 - $140.86 $159K - $225K
1.6K $224K
UBER
Uber Technologies, Inc

Technology
2.41K
New
$64.62 - $93.3 $156K - $225K
2.41K $224K
RSP
Invesco S&P 500 Equal Weight E

ETFs
393
+ 2.21%
$152.93 - $181.74 $60.1K - $71.4K
18.2K $3.31M
EVRG
Evergy, Inc.

Utilities
3.21K
New
$64.06 - $69.64 $206K - $224K
3.21K $221K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
387
+ 1.35%
$86.58 - $104.98 $33.5K - $40.6K
29K $3.04M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
601
+ 24.46%
$171.4 - $227.1 $103K - $136K
3.06K $694K
BEN
Franklin Resources Inc

Financial Services
9.21K
New
$16.66 - $23.85 $153K - $220K
9.21K $219K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.68K
New
$50.06 - $80.8 $134K - $217K
2.68K $216K
ASML
Asml Holding Nv

Technology
269
New
$595.37 - $815.24 $160K - $219K
269 $215K
SPMD
Spdr Portfolio

ETFs
3.94K
New
$44.89 - $54.38 $177K - $214K
3.94K $214K
SCCO
Southern Copper Corp

Basic Materials
2.12K
New
$75.63 - $104.64 $160K - $222K
2.12K $214K
ADI
Analog Devices Inc

Technology
887
New
$164.6 - $238.02 $146K - $211K
887 $211K
AMAT
Applied Materials Inc

Technology
1.14K
New
$126.95 - $183.52 $145K - $210K
1.14K $209K
NTR
Nutrien Ltd.

Basic Materials
3.54K
New
$46.88 - $62.89 $166K - $223K
3.54K $206K
NVS
Novartis Ag

Healthcare
1.7K
New
$101.96 - $121.01 $173K - $206K
1.7K $205K
NVO
Novo Nordisk A S

Healthcare
2.98K
New
$58.08 - $81.05 $173K - $241K
2.98K $205K
PAA
Plains All American Pipeline LP

Energy
11.2K
New
$16.03 - $20.28 $179K - $226K
11.2K $204K
UTG
Reaves Utility Income Fund

Financial Services
5.64K
New
$29.08 - $36.18 $164K - $204K
5.64K $204K
SHOP
Shopify Inc.

Technology
1.76K
New
$76.89 - $115.35 $135K - $203K
1.76K $202K
IEFA
Ishares Tr

ETFs
228
+ 1.01%
$67.83 - $84.09 $15.5K - $19.2K
22.9K $1.91M
BOTZ
Global X Fds

ETFs
3.99K
+ 25.95%
$24.51 - $32.65 $97.7K - $130K
19.4K $632K
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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