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
INTC
Intel Corp

Technology
981
+ 8.11%
$18.13 - $22.69 $17.8K - $22.3K
13.1K $293K
MGV
Vanguard Mega Cap Value

ETFs
50
+ 0.97%
$114.87 - $131.25 $5.74K - $6.56K
5.21K $683K
TJX
Tjx Companies Inc

Consumer Cyclical
22
+ 0.3%
$119.13 - $135.03 $2.62K - $2.97K
7.37K $909K
F
Ford Motor CO

Consumer Cyclical
234
+ 1.7%
$8.69 - $10.85 $2.03K - $2.54K
14K $152K
LUMN
Lumen Technologies, Inc.

Communication Services
100
+ 0.37%
$3.07 - $4.51 $307 - $451
27.4K $120K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
350
+ 3.31%
$22.4 - $23.8 $7.84K - $8.33K
10.9K $260K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
40
+ 1.21%
$107.61 - $119.09 $4.3K - $4.76K
3.36K $398K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
222
+ 2.27%
$44.68 - $45.96 $9.92K - $10.2K
10K $457K
UITB
Usaa ETF Tr Core Intermediate

ETFs
154
+ 1.62%
$45.95 - $47.33 $7.08K - $7.29K
9.63K $453K
FPE
First Tr Pfd Secs & Income ETF

ETFs
363
+ 3.1%
$16.93 - $17.81 $6.15K - $6.47K
12.1K $214K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 0.05%
$109.83 - $131.67 $110 - $132
2.17K $275K
JNK
Spdr Bloomberg High Yield Bond

ETFs
22
+ 0.94%
$91.23 - $97.27 $2.01K - $2.14K
2.35K $228K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
90
+ 0.2%
$14.97 - $16.79 $1.35K - $1.51K
45.7K $764K
BMY
Bristol Myers Squibb CO

Healthcare
1.75K
+ 34.65%
$44.12 - $59.6 $77.3K - $104K
6.8K $314K
SONO
Sonos Inc

Technology
89
+ 0.55%
$7.7 - $11.25 $685 - $1K
16.4K $177K
USFR
Wisdomtree Floating Rate Treas

ETFs
51
+ 1.08%
$50.28 - $50.47 $2.56K - $2.57K
4.76K $239K
Ishares Flexible
2.49K
+ 5.86%
N/A
45K $0
Albemarle Corp
2.87K
+ 11.2%
N/A
28.5K $0
T Rowe
16.2K
+ 7.23%
N/A
240K $0
Ishares High
1.17K
+ 4.45%
N/A
27.3K $0
Vanguard Core
807
+ 29.44%
N/A
3.55K $0
Solventum Corp
246
+ 7.31%
N/A
3.61K $0
Ishares Bitcoin
690
+ 4.04%
N/A
17.8K $0
Victoryshares Free
56.7K
+ 7.86%
N/A
778K $0
SO
Southern CO

Utilities
17
+ 0.13%
$84.91 - $92.56 $1.44K - $1.57K
12.6K $1.16M
Ge Healthcare
162
+ 6.3%
N/A
2.74K $0
Capital Group
1.58K
+ 21.06%
N/A
9.07K $0
Kenvue Inc
998
+ 7.04%
N/A
15.2K $0
Global X
706
+ 15.42%
N/A
5.29K $0
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1
+ 0.02%
N/A
6.43K $370K
CGMU
Capital Group Core Plus Income
2.28K
+ 14.32%
N/A
18.2K $0
BFB
Brown Forman Corp Cl B
1.91K
+ 15.59%
N/A
14.1K $0
Linde PLC
8
+ 0.7%
N/A
1.15K $0
Wells Fargo & CO
140
+ 5.33%
N/A
2.77K $0
Ishares Intl
4.26K
+ 1.76%
N/A
245K $0
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3
+ 0.03%
$10.82 - $12.71 $32.5 - $38.1
10.6K $131K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.03%
$218.41 - $252.43 $218 - $252
3.56K $880K
VNQ
Vanguard Specialized Funds Van

ETFs
6
+ 0.2%
$79.79 - $91.42 $479 - $549
3.03K $269K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3
+ 0.03%
$48.13 - $49.85 $144 - $150
9K $441K
DUK
Duke Energy Corp

Utilities
300
+ 2.86%
$112.46 - $124.05 $33.7K - $37.2K
10.8K $1.27M
AEP
American Electric Power CO Inc

Utilities
417
+ 4.49%
$98.59 - $109.11 $41.1K - $45.5K
9.7K $1.01M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.31K
+ 1418.4%
$87.84 - $1441.89 $203K - $3.33M
2.48K $223K
ALL
Allstate Corp

Financial Services
1
+ 0.05%
$180.53 - $212.64 $181 - $213
1.97K $396K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26
+ 0.28%
$24.32 - $27.87 $632 - $725
9.34K $247K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.09%
$248.61 - $294.96 $249 - $295
1.1K $309K
NEE
Nextera Energy Inc

Utilities
88
+ 0.58%
$64.11 - $75.0 $5.64K - $6.6K
15.3K $1.06M
NWL
Newell Brands Inc.

Consumer Defensive
234
+ 0.95%
$4.48 - $6.27 $1.05K - $1.47K
24.9K $134K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
35
+ 0.5%
$45.07 - $52.57 $1.58K - $1.84K
7K $342K
KMB
Kimberly Clark Corp

Consumer Defensive
152
+ 5.01%
$126.84 - $145.22 $19.3K - $22.1K
3.19K $410K
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