Keystone Financial Group Purchases in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WINN
Harbor ETF Tr Harbor Long Term

ETFs
7.58K
New
N/A
7.58K $193K
CGDV
Capital Group Divid Value ETF

ETFs
2.78K
+ 12.91%
$31.93 - $39.49 $88.8K - $110K
24.3K $960K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
625
+ 2.4%
$83.8 - $101.39 $52.4K - $63.4K
26.6K $2.7M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.65K
+ 32.35%
$25.35 - $64.65 $41.8K - $106K
6.74K $335K
ABNB
Airbnb, Inc.

Consumer Cyclical
537
+ 6.08%
$105.69 - $140.64 $56.8K - $75.5K
9.36K $1.24M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.57K
+ 33.88%
$57.46 - $75.58 $90.2K - $119K
6.2K $468K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.73K
+ 67.09%
$72.96 - $90.39 $126K - $156K
4.3K $384K
ABT
Abbott Laboratories

Healthcare
366
+ 1.0%
$123.95 - $138.08 $45.4K - $50.5K
37.1K $5.04M
NGD
New Gold Inc.

Basic Materials
35K
New
$2.98 - $4.95 $104K - $173K
35K $173K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
721
+ 26.49%
$101.69 - $139.02 $73.3K - $100K
3.44K $478K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.63K
+ 4.26%
$85.42 - $94.39 $139K - $153K
39.8K $3.73M
AXP
American Express CO

Financial Services
206
+ 11.02%
$231.39 - $318.98 $47.7K - $65.7K
2.08K $662K
AIQ
Global X Funds Global X Artifi

ETFs
1.62K
+ 13.79%
$31.5 - $43.69 $51K - $70.7K
13.4K $583K
RTX
Raytheon Technologies Corp

Industrials
842
+ 42.98%
$113.75 - $148.48 $95.8K - $125K
2.8K $409K
VONG
Vanguard Russell 1000 Growth E

ETFs
203
+ 2.77%
$82.51 - $109.2 $16.7K - $22.2K
7.52K $821K
ORCC
Owl Rock Capital Corp

Financial Services
10.6K
New
N/A
10.6K $141K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.06K
+ 4.38%
$32.66 - $40.75 $34.5K - $43K
25.2K $1.02M
RGTI
Rigetti Computing, Inc.

Technology
150
+ 0.46%
$7.5 - $14.29 $1.13K - $2.14K
32.6K $386K
VIG
Vanguard Dividend Appreciation

ETFs
710
+ 2.36%
N/A
30.8K $5.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.51K
+ 39.81%
$49.79 - $50.75 $125K - $127K
8.81K $447K
GRAB
Grab Holdings LTD

Technology
11.4K
+ 8.42%
$3.48 - $5.25 $39.8K - $60.1K
147K $741K
SIZE
Ishares Msci Usa Size Factor E

ETFs
490
+ 11.98%
$128.15 - $154.54 $62.8K - $75.7K
4.58K $707K
USB
Us Bancorp \De\

Financial Services
1.54K
+ 12.21%
$36.4 - $45.76 $55.9K - $70.3K
14.1K $638K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
275
+ 1.75%
$114.78 - $133.31 $31.6K - $36.7K
16K $2.13M
SBUX
Starbucks Corp

Consumer Cyclical
1.29K
+ 60.91%
$79.69 - $99.41 $103K - $128K
3.41K $312K
EBS
Emergent Bio Solutions Inc.

Healthcare
11.6K
+ 61.95%
$4.26 - $6.94 $49.4K - $80.5K
30.3K $193K
SWK
Stanley Black & Decker, Inc.

Industrials
1.87K
+ 69.52%
$55.86 - $76.98 $104K - $144K
4.56K $308K
TFC
Truist Financial Corp

Financial Services
2.02K
+ 30.44%
$34.79 - $42.99 $70.3K - $86.9K
8.67K $372K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
804
+ 30.45%
$75.29 - $91.16 $60.5K - $73.3K
3.44K $310K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
700
+ 13.24%
$73.0 - $85.5 $51.1K - $59.9K
5.99K $503K
PAVE
Global X Fds Us Infrastructure

ETFs
1.26K
+ 19.71%
$33.78 - $43.68 $42.5K - $55K
7.65K $333K
ADBE
Adobe Inc.

Technology
228
+ 31.15%
$340.0 - $420.68 $77.5K - $95.9K
960 $371K
CIL
Victory Portfolios Ii Shs Intl

ETFs
1.29K
+ 26.84%
$41.24 - $50.51 $53.2K - $65.2K
6.1K $308K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
2.15K
+ 11.32%
$2.39 - $6.79 $5.14K - $14.6K
21.2K $143K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
329
+ 3.58%
$55.54 - $69.09 $18.3K - $22.7K
9.52K $657K
GILD
Gilead Sciences, Inc.

Healthcare
813
+ 30.92%
$96.91 - $113.0 $78.8K - $91.9K
3.44K $381K
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 2.35%
$908.13 - $1056.85 $27.2K - $31.7K
1.3K $1.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
73
+ 0.33%
$51.16 - $62.02 $3.73K - $4.53K
22.1K $1.37M
VZ
Verizon Communications Inc

Communication Services
3.15K
+ 12.47%
$41.67 - $45.62 $131K - $144K
28.4K $1.23M
AB
Alliancebernstein Holding L.P.

Financial Services
890
+ 4.87%
$33.0 - $41.77 $29.4K - $37.2K
19.2K $782K
CSX
Csx Corp

Industrials
289
+ 1.38%
$26.69 - $32.91 $7.71K - $9.51K
21.2K $692K
DE
Deere & CO

Industrials
9
+ 0.51%
$412.99 - $531.48 $3.72K - $4.78K
1.79K $910K
BB
Blackberry LTD

Technology
5.15K
+ 8.14%
$2.87 - $4.87 $14.8K - $25.1K
68.4K $313K
MDT
Medtronic PLC

Healthcare
948
+ 29.26%
$80.68 - $88.86 $76.5K - $84.2K
4.19K $365K
MO
Altria Group, Inc.

Consumer Defensive
1.51K
+ 13.86%
$55.56 - $60.91 $83.8K - $91.9K
12.4K $726K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.99K
+ 4.62%
$49.12 - $50.93 $97.8K - $101K
45.1K $2.25M
MMM
3 M CO

Industrials
162
+ 1.99%
$126.09 - $154.15 $20.4K - $25K
8.31K $1.27M
MGC
Vanguard Mega Cap ETF

ETFs
145
+ 9.83%
$179.23 - $224.92 $26K - $32.6K
1.62K $364K
MUB
Ishares National Muni Bond ETF

ETFs
654
+ 30.15%
$102.31 - $105.8 $66.9K - $69.2K
2.82K $294K
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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