Keystone Financial Group Purchases in Q4 2024

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.91K
New
$50.06 - $55.0 $296K - $325K
5.91K $296K
MDIV
First Trust Multi Asset Divers

ETFs
18.3K
New
$15.95 - $16.94 $292K - $311K
18.3K $295K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.63K
New
$58.39 - $67.04 $270K - $310K
4.63K $293K
VNQ
Vanguard Specialized Funds Van

ETFs
3.28K
New
$87.85 - $98.6 $288K - $323K
3.28K $291K
COST
Costco Wholesale Corp

Consumer Defensive
280
+ 36.36%
$873.59 - $994.69 $245K - $279K
1.05K $962K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.1K
New
$241.48 - $274.89 $265K - $302K
1.1K $278K
IWF
Ishares Russell 1000 Gr ETF

ETFs
677
New
$370.24 - $418.94 $251K - $284K
677 $271K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.36K
New
$111.85 - $120.71 $264K - $284K
2.36K $271K
CORP
Pimco Investment Grade Corp Bd

ETFs
2.83K
New
$95.1 - $99.41 $269K - $281K
2.83K $269K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
6.7K
New
$39.84 - $43.92 $267K - $294K
6.7K $266K
GS
Goldman Sachs Group Inc

Financial Services
458
New
$486.1 - $608.57 $223K - $279K
458 $262K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.19K
New
$26.93 - $84.95 $247K - $780K
9.19K $250K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.6K
New
$23.29 - $23.93 $246K - $253K
10.6K $248K
SONO
Sonos Inc

Technology
16.4K
New
$11.62 - $15.07 $190K - $247K
16.4K $246K
BST
Black Rock Science & Technology Trust

Financial Services
6.73K
New
$34.86 - $38.04 $235K - $256K
6.73K $246K
HTGC
Hercules Capital, Inc.

Financial Services
12.2K
New
$18.53 - $20.22 $226K - $247K
12.2K $245K
IBM
International Business Machines Corp

Technology
1.14K
+ 31.41%
$204.9 - $238.04 $233K - $270K
4.75K $1.04M
MLPA
Global X Mlp ETF

ETFs
4.96K
New
$47.44 - $52.61 $235K - $261K
4.96K $244K
BNDX
Vanguard Total International B

ETFs
4.92K
New
$48.91 - $50.61 $240K - $249K
4.92K $241K
IXUS
Ishares Tr

ETFs
3.63K
New
$65.95 - $72.56 $239K - $263K
3.63K $239K
SHOP
Shopify Inc.

Technology
2.24K
New
$78.14 - $119.49 $175K - $267K
2.24K $237K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
2.49K
New
$94.54 - $104.98 $235K - $261K
2.49K $237K
CSF
Victory Portf Ii Shs Us Disc E

ETFs
4.28K
New
$53.35 - $60.1 $228K - $257K
4.28K $234K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.66K
New
$50.23 - $50.46 $234K - $235K
4.66K $234K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.62K
New
$87.42 - $98.06 $229K - $257K
2.62K $234K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.83K
New
$39.22 - $47.52 $228K - $277K
5.83K $230K
BMY
Bristol Myers Squibb CO

Healthcare
4.05K
New
$51.92 - $59.94 $210K - $243K
4.05K $228K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
11.6K
New
$19.47 - $20.95 $226K - $243K
11.6K $226K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.33K
New
$94.77 - $97.36 $221K - $227K
2.33K $222K
FTV
Fortive Corp

Technology
2.93K
New
$71.16 - $79.68 $208K - $233K
2.93K $219K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.89K
New
$31.23 - $33.51 $215K - $231K
6.89K $216K
IFN
India Fund Inc

Financial Services
13.4K
New
$15.71 - $18.91 $211K - $254K
13.4K $211K
UAL
United Airlines Holdings, Inc.

Industrials
2.18K
New
$55.62 - $102.44 $121K - $223K
2.18K $211K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.64K
New
$79.93 - $88.06 $211K - $232K
2.64K $210K
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.9K
New
$17.65 - $18.18 $210K - $216K
11.9K $210K
UPS
United Parcel Service Inc

Industrials
2.33K
+ 27.66%
$122.65 - $138.35 $286K - $322K
10.8K $1.36M
SCHW
Schwab Charles Corp

Financial Services
2.8K
New
$63.31 - $82.85 $178K - $232K
2.8K $207K
LRGF
Ishares Tr

ETFs
3.41K
New
$58.25 - $63.26 $199K - $216K
3.41K $206K
DAL
Delta Air Lines, Inc.

Industrials
3.39K
New
$47.46 - $65.77 $161K - $223K
3.39K $205K
CIL
Victory Portfolios Ii Shs Intl

ETFs
4.89K
New
$41.66 - $45.18 $204K - $221K
4.89K $204K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.6K
New
$19.38 - $19.58 $204K - $207K
10.6K $204K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.17K
New
$48.33 - $49.08 $202K - $205K
4.17K $202K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.01K
New
$50.35 - $50.69 $202K - $203K
4.01K $202K
TRGP
Targa Resources Corp.

Energy
1.13K
New
$150.58 - $207.69 $170K - $235K
1.13K $201K
COIN
Coinbase Global, Inc.

Technology
25
+ 0.9%
$163.17 - $343.62 $4.08K - $8.59K
2.8K $693K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
447
+ 29.6%
$173.13 - $258.09 $77.4K - $115K
1.96K $451K
CSCO
Cisco Systems, Inc.

Technology
449
+ 1.78%
$52.45 - $60.02 $23.6K - $26.9K
25.7K $1.52M
WBD
Warner Bros. Discovery, Inc.

Communication Services
16.7K
New
$7.33 - $12.37 $122K - $206K
16.7K $176K
KR
Kroger CO

Consumer Defensive
2.18K
+ 24.4%
$55.21 - $63.3 $120K - $138K
11.1K $678K
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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