Keystone Financial Group Purchases in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
1.17K
+ 13.38%
$52.27 - $58.52 $61.2K - $68.5K
9.91K $571K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.76K
+ 13.64%
$22.54 - $23.17 $62.1K - $63.9K
23K $527K
IDV
Ishares Tr

ETFs
684
+ 6.59%
$27.79 - $34.84 $19K - $23.8K
11.1K $381K
WFC
Wells Fargo & Company

Financial Services
51
+ 0.78%
$60.98 - $80.12 $3.11K - $4.09K
6.55K $524K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.1K
+ 8.87%
$46.39 - $47.84 $50.9K - $52.5K
13.5K $644K
KR
Kroger CO

Consumer Defensive
143
+ 1.37%
$64.62 - $74.0 $9.24K - $10.6K
10.6K $760K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
302
+ 2.78%
$66.87 - $79.47 $20.2K - $24K
11.2K $885K
V
Visa Inc.

Financial Services
48
+ 0.66%
$308.27 - $373.31 $14.8K - $17.9K
7.29K $2.59M
KO
Coca Cola CO

Consumer Defensive
1.09K
+ 3.31%
$68.37 - $73.9 $74.7K - $80.8K
34.1K $2.41M
ENB
Enbridge Inc

Energy
573
+ 2.63%
$41.09 - $47.16 $23.5K - $27K
22.3K $1.01M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.08%
$211.12 - $274.14 $211 - $274
1.28K $348K
VFVA
Vanguard Wellington Fd U S Val

ETFs
50
+ 0.64%
$97.51 - $118.42 $4.88K - $5.92K
7.85K $929K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22
+ 0.14%
$17.76 - $22.1 $391 - $486
16.2K $358K
LRMR
Larimar Therapeutics, Inc.

Healthcare
13K
New
$1.71 - $3.25 $22.2K - $42.3K
13K $37K
TLT
Ishares Barclays 20+ Year Trea

ETFs
625
+ 9.03%
$83.97 - $92.85 $52.5K - $58K
7.55K $666K
PFE
Pfizer Inc

Healthcare
5.48K
+ 6.11%
$21.59 - $24.84 $118K - $136K
95.2K $2.31M
GLW
Corning Inc

Technology
2
+ 0.04%
$39.07 - $52.59 $78.1 - $105
4.78K $251K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
249
+ 2.59%
$67.03 - $80.35 $16.7K - $20K
9.87K $787K
IXUS
Ishares Tr

ETFs
70
+ 1.96%
$62.37 - $77.63 $4.37K - $5.43K
3.64K $281K
ECL
Ecolab Inc.

Basic Materials
4
+ 0.22%
$225.65 - $270.95 $903 - $1.08K
1.84K $495K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
1.2K
+ 15.78%
$22.25 - $30.3 $26.7K - $36.4K
8.82K $241K
VFMV
Vanguard Wellington Fd

ETFs
130
+ 1.44%
$114.53 - $128.23 $14.9K - $16.7K
9.14K $1.17M
MA
Mastercard Inc

Financial Services
23
+ 1.89%
$479.92 - $590.74 $11K - $13.6K
1.24K $696K
CRBU
Caribou Biosciences, Inc.

Healthcare
7.58K
+ 13.43%
$0.73 - $1.42 $5.53K - $10.8K
64K $80K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.08%
$97.68 - $121.38 $195 - $243
2.36K $286K
FTCS
First Trust Capital Strength E

ETFs
129
+ 1.04%
$81.6 - $92.39 $10.5K - $11.9K
12.5K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
71
+ 0.71%
$335.24 - $380.78 $23.8K - $27K
10.1K $3.71M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
59
+ 3.47%
$162.34 - $192.15 $9.58K - $11.3K
1.76K $338K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
327
+ 4.74%
$35.35 - $42.68 $11.6K - $14K
7.23K $307K
IBRX
Immunity Bio, Inc.

Healthcare
10K
New
$1.89 - $3.44 $18.9K - $34.4K
10K $26K
FTV
Fortive Corp

Technology
2.22K
+ 51.33%
$52.13 - $74.29 $116K - $165K
6.55K $341K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
367
+ 4.7%
$47.46 - $55.3 $17.4K - $20.3K
8.17K $450K
MLPA
Global X Mlp ETF

ETFs
659
+ 15.4%
$46.47 - $54.16 $30.6K - $35.7K
4.94K $247K
MGV
Vanguard Mega Cap Value

ETFs
50
+ 0.97%
$114.87 - $131.25 $5.74K - $6.56K
5.21K $683K
D
Dominion Energy, Inc

Utilities
199
+ 1.18%
$49.66 - $58.0 $9.88K - $11.5K
17.1K $966K
INTC
Intel Corp

Technology
981
+ 8.11%
$18.13 - $22.69 $17.8K - $22.3K
13.1K $293K
DDD
3 D Systems Corp

Technology
11.8K
New
$1.37 - $2.55 $16.1K - $30K
11.8K $18K
VERU
Veru Inc.

Healthcare
32K
New
$0.49 - $0.7 $15.7K - $22.4K
32K $18K
TJX
Tjx Companies Inc

Consumer Cyclical
22
+ 0.3%
$119.13 - $135.03 $2.62K - $2.97K
7.37K $909K
F
Ford Motor CO

Consumer Cyclical
234
+ 1.7%
$8.69 - $10.85 $2.03K - $2.54K
14K $152K
LUMN
Lumen Technologies, Inc.

Communication Services
100
+ 0.37%
$3.07 - $4.51 $307 - $451
27.4K $120K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
350
+ 3.31%
$22.4 - $23.8 $7.84K - $8.33K
10.9K $260K
NAK
Northern Dynasty Minerals LTD

Basic Materials
10K
New
$0.8 - $1.55 $8K - $15.5K
10K $13K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
40
+ 1.21%
$107.61 - $119.09 $4.3K - $4.76K
3.36K $398K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
222
+ 2.27%
$44.68 - $45.96 $9.92K - $10.2K
10K $457K
UITB
Usaa ETF Tr Core Intermediate

ETFs
154
+ 1.62%
$45.95 - $47.33 $7.08K - $7.29K
9.63K $453K
FPE
First Tr Pfd Secs & Income ETF

ETFs
363
+ 3.1%
$16.93 - $17.81 $6.15K - $6.47K
12.1K $214K
VCIT
Vanguard Intermediate Term Cor

ETFs
19
+ 0.33%
$79.56 - $82.92 $1.51K - $1.58K
5.7K $472K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.05%
$109.83 - $131.67 $110 - $132
2.17K $275K
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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