Keystone Financial Group Incresed Positions in Q3 2025

Keystone Financial Group

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
43.5K
+ 36.24%
$617.65 - $666.84 $26.9M - $29M
164K $109M
XLG
Invesco Exchange Traded Fd Tr

ETFs
108K
+ 64.61%
$51.78 - $57.89 $5.6M - $6.26M
276K $15.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
213K
+ 850.88%
$24.11 - $24.94 $5.14M - $5.31M
238K $5.93M
IEMG
Ishares Inc

ETFs
80.3K
+ 226.81%
N/A
116K $6.21M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
66.8K
+ 19.0%
$54.35 - $59.32 $3.63M - $3.96M
419K $24.8M
VTI
Vanguard Total Stock Market Et

ETFs
8.84K
+ 7.7%
$303.93 - $329.86 $2.69M - $2.92M
124K $40.6M
MSFT
Microsoft Corp

Technology
5.37K
+ 10.86%
$491.09 - $535.64 $2.64M - $2.88M
54.8K $28.4M
JPM
Jpmorgan Chase & CO

Financial Services
8.72K
+ 16.06%
$282.78 - $316.06 $2.47M - $2.76M
63K $19.9M
META
Meta Platforms, Inc.

Communication Services
3.73K
+ 11.8%
$695.21 - $791.73 $2.59M - $2.95M
35.3K $25.9M
LNC
Lincoln National Corp

Financial Services
61.4K
+ 706.27%
$33.37 - $43.29 $2.05M - $2.66M
70.1K $2.83M
AAPL
Apple Inc.

Technology
9.35K
+ 2.64%
$202.38 - $256.87 $1.89M - $2.4M
364K $92.6M
STX
Seagate Technology Holdings PLC

Technology
9.63K
+ 16.55%
$142.01 - $236.06 $1.37M - $2.27M
67.8K $16M
AMD
Advanced Micro Devices Inc

Technology
12.3K
+ 16.16%
$134.8 - $184.42 $1.66M - $2.28M
88.7K $14.3M
PLTR
Palantir Technologies Inc.

Technology
10.7K
+ 4.28%
$130.68 - $186.97 $1.39M - $1.99M
259K $47.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.9K
+ 18.79%
$72.57 - $74.72 $1.88M - $1.93M
164K $12.2M
IAU
Ishares Gold Trust

ETFs
22.7K
+ 36.36%
$61.62 - $72.77 $1.4M - $1.65M
85.2K $6.2M
AMZN
Amazon Com Inc

Consumer Cyclical
6.67K
+ 7.1%
$211.65 - $238.24 $1.41M - $1.59M
101K $22.1M
MLN
Vaneck Long Muni ETF

ETFs
79.8K
+ 27.02%
$16.52 - $17.5 $1.32M - $1.4M
375K $6.56M
XMPT
Vaneck Cef Muni Income ETF

ETFs
52.9K
+ 24.25%
$20.57 - $21.92 $1.09M - $1.16M
271K $5.94M
WMT
Walmart Inc.

Consumer Defensive
10.2K
+ 34.63%
$94.4 - $104.27 $967K - $1.07M
39.8K $4.11M
CGGR
Capital Group Growth ETF Shs C

ETFs
22.7K
+ 90.18%
$40.2 - $44.58 $913K - $1.01M
47.9K $2.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.79K
+ 4.5%
$459.11 - $506.91 $821K - $906K
41.6K $20.9M
XLF
Financial Sector Spdr

ETFs
16.5K
+ 24.15%
$51.37 - $54.25 $845K - $893K
84.6K $4.56M
JNJ
Johnson & Johnson

Healthcare
4.73K
+ 10.14%
$155.17 - $185.42 $734K - $878K
51.4K $9.53M
BA
Boeing CO

Industrials
4.06K
+ 16.01%
$209.79 - $237.38 $851K - $963K
29.4K $6.35M
GOOG
Alphabet Inc.

Communication Services
3.41K
+ 8.93%
$175.16 - $255.24 $597K - $870K
41.6K $10.1M
GOOGL
Alphabet Inc.

Communication Services
3.29K
+ 11.64%
$174.36 - $254.72 $573K - $838K
31.5K $7.66M
CAT
Caterpillar Inc

Industrials
1.6K
+ 189.24%
$390.92 - $477.15 $626K - $764K
2.45K $1.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.7K
+ 1.91%
$72.65 - $78.68 $705K - $763K
517K $40.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 5.88%
$692600.0 - $759798.0 $693K - $760K
18 $13.6M
T
At&T Inc.

Communication Services
25K
+ 11.03%
$26.94 - $29.62 $673K - $739K
251K $7.1M
SPYG
Spdr Portfolio

ETFs
6.72K
+ 1.99%
$94.33 - $105.31 $634K - $708K
345K $36.1M
LOW
Lowes Companies Inc

Consumer Cyclical
2.79K
+ 11.2%
$215.01 - $273.02 $600K - $762K
27.7K $6.97M
SPTL
Spdr Portfolio Long Term Treas

ETFs
25.5K
+ 10.11%
$25.67 - $27.21 $655K - $694K
278K $7.49M
MCD
Mcdonalds Corp

Consumer Cyclical
2.21K
+ 10.99%
$291.67 - $316.99 $645K - $701K
22.4K $6.79M
PG
Procter & Gamble CO

Consumer Defensive
3.92K
+ 10.74%
$150.47 - $161.22 $589K - $631K
40.4K $6.2M
VGT
Vanguard Information Technolog

ETFs
795
+ 39.73%
$656.44 - $753.15 $522K - $599K
2.8K $2.09M
NVDA
Nvidia Corp

Technology
3.13K
+ 1.45%
$153.3 - $186.58 $480K - $585K
220K $41M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.17K
+ 32.27%
$412.46 - $514.1 $481K - $600K
4.78K $2.35M
VIG
Vanguard Dividend Appreciation

ETFs
3.13K
+ 10.17%
N/A
33.9K $6.17M
ABT
Abbott Laboratories

Healthcare
4.2K
+ 11.34%
$120.51 - $136.62 $507K - $574K
41.3K $5.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
923
+ 4.48%
$546.99 - $602.2 $505K - $556K
21.5K $12.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.8K
+ 126.52%
$50.47 - $50.74 $546K - $549K
19.4K $983K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
13.5K
+ 17.64%
$38.58 - $58.24 $521K - $786K
90K $3.53M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.06K
+ 8.22%
$236.25 - $257.69 $486K - $530K
27.1K $6.94M
CVX
Chevron Corp

Energy
3.31K
+ 15.25%
$145.57 - $161.83 $482K - $536K
25K $3.89M
IONQ
Ion Q, Inc.

Technology
7.99K
+ 27.13%
$36.79 - $75.14 $294K - $600K
37.4K $2.3M
NKE
Nike, Inc.

Consumer Cyclical
6.51K
+ 13.85%
$69.24 - $79.24 $450K - $516K
53.5K $3.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.59K
+ 43.2%
$224.68 - $282.71 $356K - $448K
5.25K $1.47M
Activity Summary
Buys All Purchases 282 New Holdings 53 Increased Positions 229 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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