Keystone Financial Group Purchases in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
22
+ 0.94%
$91.23 - $97.27 $2.01K - $2.14K
2.35K $228K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
90
+ 0.2%
$14.97 - $16.79 $1.35K - $1.51K
45.7K $764K
BMY
Bristol Myers Squibb CO

Healthcare
1.75K
+ 34.65%
$44.12 - $59.6 $77.3K - $104K
6.8K $314K
SONO
Sonos Inc

Technology
89
+ 0.55%
$7.7 - $11.25 $685 - $1K
16.4K $177K
USFR
Wisdomtree Floating Rate Treas

ETFs
51
+ 1.08%
$50.28 - $50.47 $2.56K - $2.57K
4.76K $239K
Schwab Government Money Inv
920K
New
N/A
920K $0
Ishares Intl
4.26K
+ 1.76%
N/A
245K $0
Ishares Bitcoin
690
+ 4.04%
N/A
17.8K $0
Ishares U S
200K
New
N/A
200K $0
SO
Southern CO

Utilities
17
+ 0.13%
$84.91 - $92.56 $1.44K - $1.57K
12.6K $1.16M
Schwab Government Money Ultra
2.22M
New
N/A
2.22M $0
Neos Nasdaq
4K
New
N/A
4K $0
Reddit Inc
1.35K
New
N/A
1.35K $0
Ge Healthcare
162
+ 6.3%
N/A
2.74K $0
Wells Fargo & CO
140
+ 5.33%
N/A
2.77K $0
Ishares High
1.17K
+ 4.45%
N/A
27.3K $0
Ramaco Resources
20.3K
New
N/A
20.3K $0
Barrick Mining
57.2K
New
N/A
57.2K $0
Albemarle Corp
2.87K
+ 11.2%
N/A
28.5K $0
Blackrock Fdg
203
New
N/A
203 $0
T Rowe
7.56K
New
N/A
7.56K $0
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1
+ 0.02%
N/A
6.43K $370K
BFB
Brown Forman Corp Cl B
1.91K
+ 15.59%
N/A
14.1K $0
Capital Group
1.58K
+ 21.06%
N/A
9.07K $0
Ishares A I
10.6K
New
N/A
10.6K $0
Kenvue Inc
998
+ 7.04%
N/A
15.2K $0
Global X
706
+ 15.42%
N/A
5.29K $0
CGMU
Capital Group Core Plus Income
2.28K
+ 14.32%
N/A
18.2K $0
Vanguard Core
6.81K
New
N/A
6.81K $0
FSCO
Fs Cr Opportunities Corp Com
11.1K
New
N/A
11.1K $0
T Rowe
16.2K
+ 7.23%
N/A
240K $0
Victoryshares Free
56.7K
+ 7.86%
N/A
778K $0
Linde PLC
8
+ 0.7%
N/A
1.15K $0
Solventum Corp
246
+ 7.31%
N/A
3.61K $0
Vanguard Core
807
+ 29.44%
N/A
3.55K $0
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3
+ 0.03%
$10.82 - $12.71 $32.5 - $38.1
10.6K $131K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.03%
$218.41 - $252.43 $218 - $252
3.56K $880K
VNQ
Vanguard Specialized Funds Van

ETFs
6
+ 0.2%
$79.79 - $91.42 $479 - $549
3.03K $269K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3
+ 0.03%
$48.13 - $49.85 $144 - $150
9K $441K
DUK
Duke Energy Corp

Utilities
300
+ 2.86%
$112.46 - $124.05 $33.7K - $37.2K
10.8K $1.27M
AEP
American Electric Power CO Inc

Utilities
417
+ 4.49%
$98.59 - $109.11 $41.1K - $45.5K
9.7K $1.01M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.31K
+ 1418.4%
$87.84 - $1441.89 $203K - $3.33M
2.48K $223K
ALL
Allstate Corp

Financial Services
1
+ 0.05%
$180.53 - $212.64 $181 - $213
1.97K $396K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26
+ 0.28%
$24.32 - $27.87 $632 - $725
9.34K $247K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.09%
$248.61 - $294.96 $249 - $295
1.1K $309K
NEE
Nextera Energy Inc

Utilities
88
+ 0.58%
$64.11 - $75.0 $5.64K - $6.6K
15.3K $1.06M
NWL
Newell Brands Inc.

Consumer Defensive
234
+ 0.95%
$4.48 - $6.27 $1.05K - $1.47K
24.9K $134K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
35
+ 0.5%
$45.07 - $52.57 $1.58K - $1.84K
7K $342K
KMB
Kimberly Clark Corp

Consumer Defensive
152
+ 5.01%
$126.84 - $145.22 $19.3K - $22.1K
3.19K $410K
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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