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
CIL
Victory Portfolios Ii Shs Intl

ETFs
1.29K
+ 26.84%
$41.24 - $50.51 $53.2K - $65.2K
6.1K $308K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
2.15K
+ 11.32%
$2.39 - $6.79 $5.14K - $14.6K
21.2K $143K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
329
+ 3.58%
$55.54 - $69.09 $18.3K - $22.7K
9.52K $657K
GILD
Gilead Sciences, Inc.

Healthcare
813
+ 30.92%
$96.91 - $113.0 $78.8K - $91.9K
3.44K $381K
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 2.35%
$908.13 - $1056.85 $27.2K - $31.7K
1.3K $1.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
73
+ 0.33%
$51.16 - $62.02 $3.73K - $4.53K
22.1K $1.37M
VZ
Verizon Communications Inc

Communication Services
3.15K
+ 12.47%
$41.67 - $45.62 $131K - $144K
28.4K $1.23M
AB
Alliancebernstein Holding L.P.

Financial Services
890
+ 4.87%
$33.0 - $41.77 $29.4K - $37.2K
19.2K $782K
CSX
Csx Corp

Industrials
289
+ 1.38%
$26.69 - $32.91 $7.71K - $9.51K
21.2K $692K
DE
Deere & CO

Industrials
9
+ 0.51%
$412.99 - $531.48 $3.72K - $4.78K
1.79K $910K
MDT
Medtronic PLC

Healthcare
948
+ 29.26%
$80.68 - $88.86 $76.5K - $84.2K
4.19K $365K
MO
Altria Group, Inc.

Consumer Defensive
1.51K
+ 13.86%
$55.56 - $60.91 $83.8K - $91.9K
12.4K $726K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.99K
+ 4.62%
$49.12 - $50.93 $97.8K - $101K
45.1K $2.25M
MMM
3 M CO

Industrials
162
+ 1.99%
$126.09 - $154.15 $20.4K - $25K
8.31K $1.27M
MGC
Vanguard Mega Cap ETF

ETFs
145
+ 9.83%
$179.23 - $224.92 $26K - $32.6K
1.62K $364K
MUB
Ishares National Muni Bond ETF

ETFs
654
+ 30.15%
$102.31 - $105.8 $66.9K - $69.2K
2.82K $294K
O
Realty Income Corp

Real Estate
1.17K
+ 13.38%
$52.27 - $58.52 $61.2K - $68.5K
9.91K $571K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.76K
+ 13.64%
$22.54 - $23.17 $62.1K - $63.9K
23K $527K
IDV
Ishares Tr

ETFs
684
+ 6.59%
$27.79 - $34.84 $19K - $23.8K
11.1K $381K
WFC
Wells Fargo & Company

Financial Services
51
+ 0.78%
$60.98 - $80.12 $3.11K - $4.09K
6.55K $524K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.1K
+ 8.87%
$46.39 - $47.84 $50.9K - $52.5K
13.5K $644K
KR
Kroger CO

Consumer Defensive
143
+ 1.37%
$64.62 - $74.0 $9.24K - $10.6K
10.6K $760K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
302
+ 2.78%
$66.87 - $79.47 $20.2K - $24K
11.2K $885K
V
Visa Inc.

Financial Services
48
+ 0.66%
$308.27 - $373.31 $14.8K - $17.9K
7.29K $2.59M
KO
Coca Cola CO

Consumer Defensive
1.09K
+ 3.31%
$68.37 - $73.9 $74.7K - $80.8K
34.1K $2.41M
ENB
Enbridge Inc

Energy
573
+ 2.63%
$41.09 - $47.16 $23.5K - $27K
22.3K $1.01M
WM
Waste Management Inc

Industrials
235
+ 9.43%
$216.47 - $242.1 $50.9K - $56.9K
2.73K $623K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.08%
$211.12 - $274.14 $211 - $274
1.28K $348K
VFVA
Vanguard Wellington Fd U S Val

ETFs
50
+ 0.64%
$97.51 - $118.42 $4.88K - $5.92K
7.85K $929K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22
+ 0.14%
$17.76 - $22.1 $391 - $486
16.2K $358K
TLT
Ishares Barclays 20+ Year Trea

ETFs
625
+ 9.03%
$83.97 - $92.85 $52.5K - $58K
7.55K $666K
PFE
Pfizer Inc

Healthcare
5.48K
+ 6.11%
$21.59 - $24.84 $118K - $136K
95.2K $2.31M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
249
+ 2.59%
$67.03 - $80.35 $16.7K - $20K
9.87K $787K
GLW
Corning Inc

Technology
2
+ 0.04%
$39.07 - $52.59 $78.1 - $105
4.78K $251K
IXUS
Ishares Tr

ETFs
70
+ 1.96%
$62.37 - $77.63 $4.37K - $5.43K
3.64K $281K
ECL
Ecolab Inc.

Basic Materials
4
+ 0.22%
$225.65 - $270.95 $903 - $1.08K
1.84K $495K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
1.2K
+ 15.78%
$22.25 - $30.3 $26.7K - $36.4K
8.82K $241K
VFMV
Vanguard Wellington Fd

ETFs
130
+ 1.44%
$114.53 - $128.23 $14.9K - $16.7K
9.14K $1.17M
MA
Mastercard Inc

Financial Services
23
+ 1.89%
$479.92 - $590.74 $11K - $13.6K
1.24K $696K
CRBU
Caribou Biosciences, Inc.

Healthcare
7.58K
+ 13.43%
$0.73 - $1.42 $5.53K - $10.8K
64K $80K
HD
Home Depot, Inc.

Consumer Cyclical
71
+ 0.71%
$335.24 - $380.78 $23.8K - $27K
10.1K $3.71M
FTCS
First Trust Capital Strength E

ETFs
129
+ 1.04%
$81.6 - $92.39 $10.5K - $11.9K
12.5K $1.14M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.08%
$97.68 - $121.38 $195 - $243
2.36K $286K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
327
+ 4.74%
$35.35 - $42.68 $11.6K - $14K
7.23K $307K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
59
+ 3.47%
$162.34 - $192.15 $9.58K - $11.3K
1.76K $338K
FTV
Fortive Corp

Technology
2.22K
+ 51.33%
$52.13 - $74.29 $116K - $165K
6.55K $341K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
367
+ 4.7%
$47.46 - $55.3 $17.4K - $20.3K
8.17K $450K
MLPA
Global X Mlp ETF

ETFs
659
+ 15.4%
$46.47 - $54.16 $30.6K - $35.7K
4.94K $247K
D
Dominion Energy, Inc

Utilities
199
+ 1.18%
$49.66 - $58.0 $9.88K - $11.5K
17.1K $966K
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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