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
XMPT
Vaneck Cef Muni Income ETF

ETFs
22.7K
+ 11.57%
$20.18 - $21.62 $457K - $490K
218K $4.58M
MGK
Vanguard Mega Cap Growth ETF

ETFs
421
+ 12.57%
$273.67 - $366.17 $115K - $154K
3.77K $1.38M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
11.2K
+ 28.09%
$19.51 - $23.9 $218K - $267K
51K $1.22M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.25K
+ 5.66%
$162.65 - $188.71 $203K - $236K
23.3K $4.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
88
+ 0.28%
$31.67 - $42.89 $2.79K - $3.77K
31.7K $1.36M
GLD
Spdr Gold Trust

ETFs
848
+ 33.37%
$273.71 - $316.29 $232K - $268K
3.39K $1.03M
VV
Vanguard Large Cap ETF

ETFs
790
+ 33.31%
$228.25 - $285.3 $180K - $225K
3.16K $902K
AXON
Axon Enterprise, Inc.

Industrials
39
+ 4.6%
$497.13 - $827.94 $19.4K - $32.3K
886 $733K
PFF
Ishares Trust Ishares Pfd And

ETFs
9.11K
+ 61.71%
$29.0 - $30.68 $264K - $279K
23.9K $731K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
269
+ 7.91%
$141.37 - $228.57 $38K - $61.5K
3.67K $830K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
88
+ 0.9%
$113.67 - $150.4 $10K - $13.2K
9.89K $1.49M
MPC
Marathon Petroleum Corp

Energy
432
+ 5.22%
$118.55 - $170.08 $51.2K - $73.5K
8.71K $1.45M
ET
Energy Transfer LP

Energy
14.4K
+ 20.25%
$15.65 - $18.93 $226K - $273K
85.6K $1.55M
VST
Vistra Corp.

Utilities
65
+ 2.3%
$98.07 - $195.04 $6.37K - $12.7K
2.89K $559K
RSP
Invesco S&P 500 Equal Weight E

ETFs
393
+ 2.21%
$152.93 - $181.74 $60.1K - $71.4K
18.2K $3.31M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
387
+ 1.35%
$86.58 - $104.98 $33.5K - $40.6K
29K $3.04M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
601
+ 24.46%
$171.4 - $227.1 $103K - $136K
3.06K $694K
IEFA
Ishares Tr

ETFs
228
+ 1.01%
$67.83 - $84.09 $15.5K - $19.2K
22.9K $1.91M
BOTZ
Global X Fds

ETFs
3.99K
+ 25.95%
$24.51 - $32.65 $97.7K - $130K
19.4K $632K
CGDV
Capital Group Divid Value ETF

ETFs
2.78K
+ 12.91%
$31.93 - $39.49 $88.8K - $110K
24.3K $960K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
625
+ 2.4%
$83.8 - $101.39 $52.4K - $63.4K
26.6K $2.7M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.65K
+ 32.35%
$25.35 - $64.65 $41.8K - $106K
6.74K $335K
ABNB
Airbnb, Inc.

Consumer Cyclical
537
+ 6.08%
$105.69 - $140.64 $56.8K - $75.5K
9.36K $1.24M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.57K
+ 33.88%
$57.46 - $75.58 $90.2K - $119K
6.2K $468K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.73K
+ 67.09%
$72.96 - $90.39 $126K - $156K
4.3K $384K
ABT
Abbott Laboratories

Healthcare
366
+ 1.0%
$123.95 - $138.08 $45.4K - $50.5K
37.1K $5.04M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
721
+ 26.49%
$101.69 - $139.02 $73.3K - $100K
3.44K $478K
BAC
Bank Of America Corp

Financial Services
152
+ 0.54%
$34.39 - $47.46 $5.23K - $7.21K
28.4K $1.34M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.63K
+ 4.26%
$85.42 - $94.39 $139K - $153K
39.8K $3.73M
AXP
American Express CO

Financial Services
206
+ 11.02%
$231.39 - $318.98 $47.7K - $65.7K
2.08K $662K
AIQ
Global X Funds Global X Artifi

ETFs
1.62K
+ 13.79%
$31.5 - $43.69 $51K - $70.7K
13.4K $583K
RTX
Raytheon Technologies Corp

Industrials
842
+ 42.98%
$113.75 - $148.48 $95.8K - $125K
2.8K $409K
VONG
Vanguard Russell 1000 Growth E

ETFs
203
+ 2.77%
$82.51 - $109.2 $16.7K - $22.2K
7.52K $821K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.06K
+ 4.38%
$32.66 - $40.75 $34.5K - $43K
25.2K $1.02M
RGTI
Rigetti Computing, Inc.

Technology
150
+ 0.46%
$7.5 - $14.29 $1.13K - $2.14K
32.6K $386K
VIG
Vanguard Dividend Appreciation

ETFs
710
+ 2.36%
N/A
30.8K $5.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.51K
+ 39.81%
$49.79 - $50.75 $125K - $127K
8.81K $447K
GRAB
Grab Holdings LTD

Technology
11.4K
+ 8.42%
$3.48 - $5.25 $39.8K - $60.1K
147K $741K
SIZE
Ishares Msci Usa Size Factor E

ETFs
490
+ 11.98%
$128.15 - $154.54 $62.8K - $75.7K
4.58K $707K
USB
Us Bancorp \De\

Financial Services
1.54K
+ 12.21%
$36.4 - $45.76 $55.9K - $70.3K
14.1K $638K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
275
+ 1.75%
$114.78 - $133.31 $31.6K - $36.7K
16K $2.13M
SBUX
Starbucks Corp

Consumer Cyclical
1.29K
+ 60.91%
$79.69 - $99.41 $103K - $128K
3.41K $312K
SWK
Stanley Black & Decker, Inc.

Industrials
1.87K
+ 69.52%
$55.86 - $76.98 $104K - $144K
4.56K $308K
EBS
Emergent Bio Solutions Inc.

Healthcare
11.6K
+ 61.95%
$4.26 - $6.94 $49.4K - $80.5K
30.3K $193K
TFC
Truist Financial Corp

Financial Services
2.02K
+ 30.44%
$34.79 - $42.99 $70.3K - $86.9K
8.67K $372K
PAVE
Global X Fds Us Infrastructure

ETFs
1.26K
+ 19.71%
$33.78 - $43.68 $42.5K - $55K
7.65K $333K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
700
+ 13.24%
$73.0 - $85.5 $51.1K - $59.9K
5.99K $503K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
804
+ 30.45%
$75.29 - $91.16 $60.5K - $73.3K
3.44K $310K
ADBE
Adobe Inc.

Technology
228
+ 31.15%
$340.0 - $420.68 $77.5K - $95.9K
960 $371K
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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