Keystone Financial Group Purchases in Q4 2024

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.07K
New
$50.62 - $50.97 $459K - $462K
9.07K $459K
CGGR
Capital Group Growth ETF Shs C

ETFs
12.1K
New
$34.49 - $39.24 $416K - $474K
12.1K $448K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.93K
New
$56.06 - $61.35 $445K - $487K
7.93K $447K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.2K
New
$69.3 - $74.3 $430K - $461K
6.2K $443K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
17.4K
New
$25.25 - $26.34 $440K - $459K
17.4K $441K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.79K
New
$238.25 - $261.28 $426K - $467K
1.79K $432K
AB
Alliancebernstein Holding L.P.

Financial Services
11.5K
New
$34.59 - $38.68 $397K - $444K
11.5K $425K
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.27K
New
$45.83 - $48.07 $425K - $445K
9.27K $425K
VBR
Vanguard Small Cap Value ETF

ETFs
2.13K
New
$197.36 - $217.3 $420K - $463K
2.13K $421K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.34K
New
$44.87 - $46.86 $419K - $438K
9.34K $419K
FDN
First Tr Fd Dow Jones

ETFs
1.7K
New
$210.5 - $257.24 $358K - $438K
1.7K $414K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
53.4K
New
$7.22 - $8.05 $386K - $430K
53.4K $409K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
2.02K
New
$194.9 - $214.12 $393K - $431K
2.02K $406K
AMP
Ameriprise Financial Inc

Financial Services
756
New
$473.15 - $574.01 $358K - $434K
756 $402K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.91K
New
$45.07 - $47.1 $402K - $420K
8.91K $402K
SPTS
Spdr Portfolio Short Term Trea

ETFs
13.8K
New
$28.88 - $29.33 $398K - $404K
13.8K $399K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.97K
New
$65.67 - $69.79 $392K - $416K
5.97K $399K
MSFT
Microsoft Corp

Technology
1.91K
+ 4.05%
$406.35 - $454.46 $776K - $868K
49.1K $20.7M
XJR
Ishares Tresg Screened S&P Sma

ETFs
9.5K
New
$40.62 - $45.4 $386K - $431K
9.5K $390K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
12.8K
New
$30.48 - $34.2 $390K - $437K
12.8K $389K
VXF
Vanguard Extended Market ETF

ETFs
2.05K
New
$179.17 - $207.15 $367K - $424K
2.05K $388K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
5.19K
New
N/A
5.19K $388K
XLY
Select Sector Spdr Consumer Di

ETFs
1.68K
New
$194.8 - $239.43 $327K - $402K
1.68K $376K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.31K
New
$70.1 - $76.53 $372K - $406K
5.31K $375K
FXD
First Tr Exchange Traded Fd

ETFs
5.71K
New
$62.05 - $68.52 $354K - $391K
5.71K $368K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3.36K
New
$108.6 - $115.42 $365K - $388K
3.36K $366K
PULS
Pgim ETF Tr

ETFs
7.28K
New
$49.51 - $49.79 $360K - $362K
7.28K $360K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.56K
New
$94.43 - $105.47 $336K - $375K
3.56K $360K
IBB
Ishares Biotechnology ETF

ETFs
2.68K
New
$131.21 - $148.85 $352K - $399K
2.68K $354K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.06K
New
$49.79 - $51.14 $352K - $361K
7.06K $354K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
6.23K
New
$55.73 - $61.23 $347K - $381K
6.23K $352K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
8.21K
New
$42.84 - $45.38 $352K - $373K
8.21K $352K
SHW
Sherwin Williams CO

Basic Materials
1.04K
New
$338.75 - $399.71 $351K - $414K
1.04K $351K
CRWD
Crowd Strike Holdings, Inc.

Technology
784
+ 58.42%
$275.15 - $388.2 $216K - $304K
2.13K $727K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.27K
New
$46.48 - $51.32 $338K - $373K
7.27K $350K
IDV
Ishares Tr

ETFs
12.6K
New
$27.03 - $29.92 $339K - $376K
12.6K $343K
V
Visa Inc.

Financial Services
95
+ 1.31%
$273.87 - $320.91 $26K - $30.5K
7.32K $2.31M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
7.01K
New
$46.69 - $49.2 $327K - $345K
7.01K $327K
MGC
Vanguard Mega Cap ETF

ETFs
1.52K
New
$204.21 - $220.18 $311K - $336K
1.52K $324K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
15.6K
New
$20.6 - $20.71 $321K - $323K
15.6K $321K
NXPI
Nxp Semiconductors N.V.

Technology
1.53K
New
$207.27 - $255.58 $317K - $391K
1.53K $318K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
3.96K
New
$74.78 - $87.2 $296K - $345K
3.96K $312K
WMT
Walmart Inc.

Consumer Defensive
1.29K
+ 6.32%
$79.1 - $95.7 $102K - $123K
21.6K $1.95M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.67K
New
$182.19 - $195.69 $303K - $326K
1.67K $306K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.99K
New
$54.6 - $68.9 $272K - $344K
4.99K $301K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.2K
New
$18.41 - $40.87 $299K - $663K
16.2K $300K
VHT
Vanguard Health Care ETF

ETFs
1.18K
New
$250.81 - $283.3 $295K - $333K
1.18K $298K
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.77K
New
$102.88 - $117.55 $285K - $326K
2.77K $298K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
9.91K
New
$29.34 - $32.61 $291K - $323K
9.91K $297K
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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