Keystone Financial Group Incresed Positions in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
53.6K
+ 1663.99%
$713.71 - $898.95 $38.3M - $48.2M
56.9K $44.3M
PLTR
Palantir Technologies Inc.

Technology
1.33K
+ 0.54%
$74.01 - $144.25 $98.3K - $192K
249K $33.9M
NVDA
Nvidia Corp

Technology
3.98K
+ 1.87%
$94.31 - $157.99 $375K - $628K
216K $34.2M
MSFT
Microsoft Corp

Technology
95
+ 0.19%
$354.56 - $497.45 $33.7K - $47.3K
49.5K $24.6M
TSLA
Tesla, Inc.

Consumer Cyclical
2.22K
+ 2.64%
$221.86 - $362.89 $492K - $804K
86.2K $27.4M
META
Meta Platforms, Inc.

Communication Services
338
+ 1.08%
$484.66 - $738.09 $164K - $249K
31.6K $23.3M
VTI
Vanguard Total Stock Market Et

ETFs
6.84K
+ 6.34%
$243.75 - $303.93 $1.67M - $2.08M
115K $34.9M
STX
Seagate Technology Holdings PLC

Technology
1.44K
+ 2.53%
$66.54 - $144.33 $95.5K - $207K
58.2K $8.39M
HEFA
Ishares Currency Hedged Msci E

ETFs
89.5K
+ 98.53%
$32.11 - $38.21 $2.87M - $3.42M
180K $6.84M
AMD
Advanced Micro Devices Inc

Technology
1.87K
+ 2.51%
$78.21 - $143.81 $146K - $269K
76.4K $10.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
45.7K
+ 37.5%
$40.94 - $52.1 $1.87M - $2.38M
167K $8.72M
JPM
Jpmorgan Chase & CO

Financial Services
1.34K
+ 2.53%
$210.28 - $289.91 $282K - $389K
54.3K $15.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.16K
+ 11.72%
$416.06 - $551.64 $898K - $1.19M
20.6K $11.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.57K
+ 4.77%
$456.74 - $568.03 $716K - $890K
34.4K $19.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.38K
+ 0.39%
$43.53 - $54.46 $59.9K - $75K
352K $19.2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
69.2K
+ 37.73%
$25.48 - $27.78 $1.76M - $1.92M
252K $6.71M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
16.1K
+ 23.19%
$50.08 - $63.14 $805K - $1.01M
85.4K $5.39M
VUG
Vanguard Growth ETF

ETFs
810
+ 4.85%
$329.49 - $438.4 $267K - $355K
17.5K $7.68M
NFLX
Netflix Inc

Communication Services
118
+ 3.92%
$855.86 - $1339.13 $101K - $158K
3.13K $4.19M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.5K
+ 6.4%
$180.84 - $240.32 $272K - $361K
25K $6.01M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
197
+ 0.06%
$50.39 - $60.05 $9.93K - $11.8K
324K $19.5M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
575
+ 4.02%
$299.15 - $396.54 $172K - $228K
14.9K $5.9M
BA
Boeing CO

Industrials
753
+ 3.06%
$136.59 - $217.51 $103K - $164K
25.3K $5.31M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
580
+ 1.08%
$60.61 - $87.72 $35.2K - $50.9K
54.3K $4.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.56K
+ 16.24%
$483.48 - $539.8 $2.69M - $3M
39.8K $19.3M
DIS
Walt Disney CO

Communication Services
1.33K
+ 4.29%
$81.72 - $124.01 $109K - $165K
32.3K $4.01M
GOOG
Alphabet Inc.

Communication Services
492
+ 1.31%
$146.58 - $180.01 $72.1K - $88.6K
38.2K $6.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
744
+ 25.91%
$321.63 - $509.31 $239K - $379K
3.62K $1.84M
XLU
Utilities Sector Spdr

ETFs
9.47K
+ 73.03%
$73.09 - $82.77 $692K - $784K
22.4K $1.83M
NKE
Nike, Inc.

Consumer Cyclical
6.92K
+ 17.26%
$53.27 - $72.04 $368K - $498K
47K $3.34M
WMT
Walmart Inc.

Consumer Defensive
5.08K
+ 20.71%
$81.79 - $99.98 $415K - $508K
29.6K $2.89M
IONQ
Ion Q, Inc.

Technology
4.21K
+ 16.69%
$20.68 - $48.04 $87.1K - $202K
29.4K $1.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.25K
+ 3.03%
$45.98 - $56.15 $104K - $126K
76.5K $4.29M
ORCL
Oracle Corp

Technology
113
+ 1.78%
$122.82 - $218.63 $13.9K - $24.7K
6.46K $1.41M
ITOT
Ishares Core S&P Total U.S. St

ETFs
398
+ 1.15%
$108.12 - $135.04 $43K - $53.7K
35.1K $4.75M
VO
Vanguard Mid Cap ETF

ETFs
460
+ 2.62%
$228.54 - $279.83 $105K - $129K
18K $5.05M
VONE
Vanguard Russell 1000 ETF

ETFs
1K
+ 12.55%
$225.48 - $280.86 $225K - $281K
8.97K $2.52M
IEMG
Ishares Inc

ETFs
8.49K
+ 31.54%
N/A
35.4K $1.9M
CGUS
Capital Group Core Equity ETF
7.54K
+ 16.65%
$29.93 - $36.93 $226K - $278K
52.8K $1.95M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.07K
+ 34.69%
$54.19 - $67.22 $275K - $341K
19.7K $1.32M
IXN
Ishares Global Information Tec

ETFs
776
+ 3.57%
$65.81 - $92.34 $51.1K - $71.7K
22.5K $2.08M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.92K
+ 45.87%
$30.53 - $40.65 $242K - $322K
25.2K $1.02M
IBM
International Business Machines Corp

Technology
683
+ 15.16%
$221.03 - $294.78 $151K - $201K
5.19K $1.53M
XLF
Financial Sector Spdr

ETFs
4.7K
+ 7.41%
$43.92 - $52.37 $206K - $246K
68.1K $3.57M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.75K
+ 3.57%
$72.02 - $73.82 $342K - $350K
138K $10.1M
GE
General Electric CO

Industrials
16
+ 0.25%
$166.81 - $257.39 $2.67K - $4.12K
6.39K $1.65M
T
At&T Inc.

Communication Services
7.58K
+ 3.46%
$26.33 - $28.94 $200K - $219K
226K $6.55M
MLN
Vaneck Long Muni ETF

ETFs
28.9K
+ 10.85%
$16.49 - $17.52 $476K - $506K
295K $4.99M
PANW
Palo Alto Networks Inc

Technology
391
+ 4.89%
$152.44 - $204.64 $59.6K - $80K
8.38K $1.72M
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
Track This Portfolio

Track Keystone Financial Group Portfolio

Follow Keystone Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email