Keystone Financial Group Incresed Positions in Q1 2025

Keystone Financial Group

  • $922 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
98.2K
+ 417.81%
$45.72 - $51.73 $4.49M - $5.08M
122K $5.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
144K
+ 519.09%
$25.12 - $26.05 $3.61M - $3.75M
172K $4.33M
IAU
Ishares Gold Trust

ETFs
57.9K
+ 550.52%
$49.74 - $58.96 $2.88M - $3.41M
68.4K $4.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 3.38%
$442.66 - $534.52 $496K - $599K
34.2K $18.2M
PLTR
Palantir Technologies Inc.

Technology
4.23K
+ 1.74%
$64.98 - $124.62 $275K - $527K
247K $20.9M
PEP
Pepsico Inc

Consumer Defensive
14.5K
+ 82.84%
$142.64 - $156.42 $2.07M - $2.27M
32K $4.8M
T
At&T Inc.

Communication Services
1.85K
+ 0.85%
$21.56 - $28.28 $40K - $52.4K
219K $6.19M
SPTL
Spdr Portfolio Long Term Treas

ETFs
39.3K
+ 27.32%
$25.54 - $27.64 $1M - $1.09M
183K $5M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
24.9K
+ 8.34%
$55.41 - $60.74 $1.38M - $1.51M
324K $18.3M
JNJ
Johnson & Johnson

Healthcare
1.31K
+ 3.01%
$142.06 - $167.7 $186K - $220K
44.8K $7.43M
ABT
Abbott Laboratories

Healthcare
81
+ 0.22%
$111.1 - $140.22 $9K - $11.4K
36.7K $4.87M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.55K
+ 5.18%
$71.17 - $73.66 $466K - $483K
133K $9.77M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.4K
+ 17.74%
$54.25 - $57.64 $566K - $602K
69.3K $3.82M
XLF
Financial Sector Spdr

ETFs
9.51K
+ 17.62%
$47.32 - $52.19 $450K - $496K
63.4K $3.16M
GRAB
Grab Holdings LTD

Technology
121K
+ 794.05%
$4.12 - $5.34 $497K - $645K
136K $615K
MCD
Mcdonalds Corp

Consumer Cyclical
182
+ 0.93%
$279.74 - $321.29 $50.9K - $58.5K
19.7K $6.15M
KO
Coca Cola CO

Consumer Defensive
2.69K
+ 8.88%
$60.81 - $72.32 $164K - $195K
33K $2.36M
PFE
Pfizer Inc

Healthcare
20K
+ 28.76%
$25.01 - $27.13 $501K - $544K
89.7K $2.27M
OKE
Oneok Inc

Energy
3.63K
+ 134.07%
$89.57 - $109.85 $325K - $399K
6.34K $629K
JPM
Jpmorgan Chase & CO

Financial Services
171
+ 0.32%
$225.19 - $279.95 $38.5K - $47.9K
52.9K $13M
ELV
Elevance Health, Inc.

Healthcare
487
+ 29.01%
$365.9 - $436.25 $178K - $212K
2.17K $942K
CGUS
Capital Group Core Equity ETF
11.1K
+ 32.59%
$33.08 - $36.62 $368K - $407K
45.2K $1.51M
ENB
Enbridge Inc

Energy
6.31K
+ 40.84%
$41.54 - $45.45 $262K - $287K
21.8K $964K
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.27K
+ 17.01%
$50.17 - $51.45 $314K - $322K
43.1K $2.17M
CRWD
Crowd Strike Holdings, Inc.

Technology
746
+ 35.09%
$308.86 - $455.36 $230K - $340K
2.87K $1.01M
LNC
Lincoln National Corp

Financial Services
886
+ 1.49%
$30.06 - $39.23 $26.6K - $34.8K
60.4K $2.17M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.6K
+ 20.63%
$32.49 - $37.99 $409K - $478K
73.6K $2.47M
AB
Alliancebernstein Holding L.P.

Financial Services
6.8K
+ 59.25%
$35.0 - $40.73 $238K - $277K
18.3K $700K
GOLD
Barrick Gold Corp

Basic Materials
2.57K
+ 4.56%
$15.45 - $19.56 $39.8K - $50.3K
59K $1.15M
D
Dominion Energy, Inc

Utilities
4.17K
+ 32.75%
$52.85 - $57.43 $220K - $239K
16.9K $947K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.36K
+ 76.51%
$46.18 - $47.84 $248K - $256K
12.4K $587K
COST
Costco Wholesale Corp

Consumer Defensive
224
+ 21.33%
$890.62 - $1076.86 $199K - $241K
1.27K $1.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
7.86K
+ 114.07%
$30.73 - $32.26 $242K - $254K
14.8K $453K
FVD
First Tr Value Line Divid Inde

ETFs
4.5K
+ 18.56%
$42.61 - $45.51 $192K - $205K
28.8K $1.28M
NFLX
Netflix Inc

Communication Services
100
+ 3.44%
$828.4 - $1058.6 $82.8K - $106K
3.01K $2.81M
WMT
Walmart Inc.

Consumer Defensive
2.89K
+ 13.37%
$84.5 - $105.05 $244K - $304K
24.5K $2.15M
LLY
Eli Lilly & CO

Healthcare
11
+ 0.34%
$725.72 - $929.72 $7.98K - $10.2K
3.22K $2.66M
XMPT
Vaneck Cef Muni Income ETF

ETFs
6.83K
+ 3.62%
$21.43 - $22.4 $146K - $153K
196K $4.23M
GLD
Spdr Gold Trust

ETFs
229
+ 9.9%
$243.19 - $288.14 $55.7K - $66K
2.54K $732K
DUK
Duke Energy Corp

Utilities
171
+ 1.66%
$105.87 - $121.97 $18.1K - $20.9K
10.5K $1.28M
VZ
Verizon Communications Inc

Communication Services
783
+ 3.2%
$37.81 - $46.49 $29.6K - $36.4K
25.3K $1.15M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.92K
+ 21.69%
N/A
10.8K $926K
AEP
American Electric Power CO Inc

Utilities
21
+ 0.23%
$90.32 - $109.27 $1.9K - $2.29K
9.28K $1.01M
MO
Altria Group, Inc.

Consumer Defensive
1.4K
+ 14.79%
$50.81 - $60.02 $71.3K - $84.2K
10.9K $653K
APAM
Artisan Partners Asset Management Inc.

Financial Services
5.87K
+ 31.05%
$38.51 - $45.32 $226K - $266K
24.8K $969K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.2K
+ 43.09%
$33.98 - $39.84 $177K - $207K
17.3K $591K
CGDV
Capital Group Divid Value ETF

ETFs
3.23K
+ 17.64%
$34.95 - $37.36 $113K - $121K
21.6K $768K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.55K
+ 1.99%
$21.23 - $22.14 $54K - $56.3K
131K $2.88M
IEMG
Ishares Inc

ETFs
2.08K
+ 8.39%
N/A
26.9K $1.44M
Activity Summary
Buys All Purchases 180 New Holdings 25 Increased Positions 155 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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