Keystone Financial Group New Holdings in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
74.5K
New
$50.09 - $51.09 $3.73M - $3.81M
74.5K $3.81M
IVE
Ishares S&P 500 Value ETF

ETFs
4.7K
New
$168.34 - $195.42 $792K - $919K
4.7K $919K
NRG
Nrg Energy, Inc.

Utilities
3.35K
New
$83.61 - $162.67 $280K - $544K
3.35K $537K
FNDF
Schwab Fundamental Intl Large

ETFs
13.2K
New
$32.25 - $40.02 $426K - $528K
13.2K $528K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.26K
New
$86.93 - $109.64 $370K - $467K
4.26K $467K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.56K
New
$50.36 - $50.68 $431K - $434K
8.56K $433K
HWM
Howmet Aerospace Inc.

Industrials
2.26K
New
$112.33 - $186.13 $253K - $420K
2.26K $419K
VRSN
Verisign Inc

Technology
1.22K
New
$234.49 - $288.8 $286K - $353K
1.22K $352K
TROW
Price T Rowe Group Inc

Financial Services
3.63K
New
$80.27 - $98.06 $291K - $355K
3.63K $349K
IESC
Ies Holdings, Inc.

Industrials
1.05K
New
$160.58 - $296.23 $169K - $311K
1.05K $311K
TXN
Texas Instruments Inc

Technology
1.37K
New
N/A
1.37K $266K
ATI
Allegheny Technologies Inc

Industrials
2.85K
New
$41.97 - $86.8 $120K - $247K
2.85K $246K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.13K
New
$144.94 - $210.94 $164K - $238K
1.13K $238K
UBER
Uber Technologies, Inc

Technology
2.41K
New
$64.62 - $93.3 $156K - $225K
2.41K $224K
MS
Morgan Stanley

Financial Services
1.6K
New
$99.83 - $140.86 $159K - $225K
1.6K $224K
EVRG
Evergy, Inc.

Utilities
3.21K
New
$64.06 - $69.64 $206K - $224K
3.21K $221K
BEN
Franklin Resources Inc

Financial Services
9.21K
New
$16.66 - $23.85 $153K - $220K
9.21K $219K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.68K
New
$50.06 - $80.8 $134K - $217K
2.68K $216K
ASML
Asml Holding Nv

Technology
269
New
$595.37 - $815.24 $160K - $219K
269 $215K
SPMD
Spdr Portfolio

ETFs
3.94K
New
$44.89 - $54.38 $177K - $214K
3.94K $214K
SCCO
Southern Copper Corp

Basic Materials
2.12K
New
$75.63 - $104.64 $160K - $222K
2.12K $214K
ADI
Analog Devices Inc

Technology
887
New
$164.6 - $238.02 $146K - $211K
887 $211K
AMAT
Applied Materials Inc

Technology
1.14K
New
$126.95 - $183.52 $145K - $210K
1.14K $209K
NTR
Nutrien Ltd.

Basic Materials
3.54K
New
$46.88 - $62.89 $166K - $223K
3.54K $206K
NVS
Novartis Ag

Healthcare
1.7K
New
$101.96 - $121.01 $173K - $206K
1.7K $205K
NVO
Novo Nordisk A S

Healthcare
2.98K
New
$58.08 - $81.05 $173K - $241K
2.98K $205K
UTG
Reaves Utility Income Fund

Financial Services
5.64K
New
$29.08 - $36.18 $164K - $204K
5.64K $204K
PAA
Plains All American Pipeline LP

Energy
11.2K
New
$16.03 - $20.28 $179K - $226K
11.2K $204K
SHOP
Shopify Inc.

Technology
1.76K
New
$76.89 - $115.35 $135K - $203K
1.76K $202K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
7.58K
New
N/A
7.58K $193K
NGD
New Gold Inc.

Basic Materials
35K
New
$2.98 - $4.95 $104K - $173K
35K $173K
ORCC
Owl Rock Capital Corp

Financial Services
10.6K
New
N/A
10.6K $141K
LRMR
Larimar Therapeutics, Inc.

Healthcare
13K
New
$1.71 - $3.25 $22.2K - $42.3K
13K $37K
IBRX
Immunity Bio, Inc.

Healthcare
10K
New
$1.89 - $3.44 $18.9K - $34.4K
10K $26K
VERU
Veru Inc.

Healthcare
32K
New
$0.49 - $0.7 $15.7K - $22.4K
32K $18K
DDD
3 D Systems Corp

Technology
11.8K
New
$1.37 - $2.55 $16.1K - $30K
11.8K $18K
NAK
Northern Dynasty Minerals LTD

Basic Materials
10K
New
$0.8 - $1.55 $8K - $15.5K
10K $13K
Ishares U S
200K
New
N/A
200K $0
Blackrock Fdg
203
New
N/A
203 $0
T Rowe
7.56K
New
N/A
7.56K $0
Schwab Government Money Inv
920K
New
N/A
920K $0
Neos Nasdaq
4K
New
N/A
4K $0
FSCO
Fs Cr Opportunities Corp Com
11.1K
New
N/A
11.1K $0
Vanguard Core
6.81K
New
N/A
6.81K $0
Ramaco Resources
20.3K
New
N/A
20.3K $0
Barrick Mining
57.2K
New
N/A
57.2K $0
Schwab Government Money Ultra
2.22M
New
N/A
2.22M $0
Ishares A I
10.6K
New
N/A
10.6K $0
Reddit Inc
1.35K
New
N/A
1.35K $0
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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