Keystone Financial Group New Holdings in Q3 2025

Keystone Financial Group

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.32K
New
$136.48 - $142.97 $726K - $760K
5.32K $744K
NEM
Newmont Corp

Basic Materials
8.38K
New
$57.35 - $85.25 $481K - $715K
8.38K $706K
NEAR
Blackrock Short Maturity Bond

ETFs
13.5K
New
$50.8 - $51.32 $684K - $691K
13.5K $689K
APH
Amphenol Corp

Technology
5.22K
New
$97.39 - $125.4 $509K - $655K
5.22K $646K
SECT
Sector 10, Inc.

ETFs
9.94K
New
$57.95 - $63.16 $576K - $628K
9.94K $626K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
26.2K
New
$21.89 - $23.17 $574K - $608K
26.2K $605K
IDXX
Idexx Laboratories Inc

Healthcare
733
New
$514.61 - $682.78 $377K - $500K
733 $468K
MP
Mp Materials Corp.

Basic Materials
6.04K
New
$30.03 - $77.13 $181K - $465K
6.04K $404K
PRME
Prime Medicine, Inc.
70.9K
New
$2.73 - $5.56 $193K - $394K
70.9K $392K
HEI
Heico Corp

Industrials
1K
New
$304.5 - $337.56 $305K - $338K
1K $322K
HSY
Hershey CO

Consumer Defensive
1.53K
New
$161.95 - $193.45 $248K - $296K
1.53K $286K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
8K
New
$14.71 - $34.49 $118K - $276K
8K $275K
WBD
Warner Bros. Discovery, Inc.

Communication Services
13.4K
New
$10.78 - $19.82 $145K - $266K
13.4K $262K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.41K
New
$53.81 - $57.52 $237K - $253K
4.41K $253K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
15.9K
New
$14.33 - $15.08 $227K - $239K
15.9K $237K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.23K
New
$67.48 - $71.55 $218K - $231K
3.23K $228K
CMI
Cummins Inc

Industrials
541
New
$327.85 - $426.39 $177K - $231K
541 $228K
TGT
Target Corp

Consumer Defensive
2.52K
New
$86.56 - $107.43 $218K - $271K
2.52K $226K
RIO
Rio Tinto PLC

Basic Materials
3.39K
New
$57.66 - $66.01 $196K - $224K
3.39K $223K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.07K
New
$39.37 - $44.24 $200K - $224K
5.07K $222K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
3.79K
New
$53.93 - $57.58 $204K - $218K
3.79K $213K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.43K
New
$60.3 - $77.46 $207K - $266K
3.43K $211K
FXI
Ishares Tr

ETFs
5.08K
New
$36.18 - $41.62 $184K - $211K
5.08K $208K
URA
Global X Uranium ETF

ETFs
4.35K
New
$36.45 - $50.4 $159K - $219K
4.35K $207K
PPL
Ppl Corp

Utilities
5.46K
New
$33.54 - $37.24 $183K - $203K
5.46K $202K
ACM
Aecom

Industrials
1.49K
New
$111.08 - $132.99 $166K - $198K
1.49K $194K
VPN
Global X Fds Data Ctr Reits &

ETFs
11.9K
New
N/A
11.9K $190K
RODM
Hartford Multifactor Developed

ETFs
5.33K
New
$33.53 - $35.95 $179K - $192K
5.33K $189K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.4K
New
$40.94 - $42.85 $180K - $189K
4.4K $185K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.77K
New
$86.92 - $99.32 $154K - $175K
1.77K $172K
UNP
Union Pacific Corp

Industrials
721
New
$214.91 - $237.16 $155K - $171K
721 $170K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.31K
New
$50.52 - $50.75 $167K - $168K
3.31K $168K
LRGF
Ishares Tr

ETFs
2.43K
New
$64.13 - $69.24 $156K - $168K
2.43K $167K
FTNT
Fortinet, Inc.

Technology
1.97K
New
$74.39 - $107.65 $146K - $212K
1.97K $165K
ALB
Albemarle Corp

Basic Materials
1.98K
New
$62.9 - $88.1 $125K - $175K
1.98K $160K
JHMM
John Hancock Multifactor Mid C

ETFs
2.48K
New
$61.22 - $65.26 $152K - $162K
2.48K $160K
LPLA
Lpl Financial Holdings Inc.

Financial Services
407
New
$332.69 - $399.0 $135K - $162K
407 $135K
AGNC
Agnc Investment Corp.

Real Estate
10.7K
New
$9.2 - $10.37 $98.9K - $111K
10.7K $105K
STN
Stantec Inc

Industrials
954
New
$105.75 - $112.26 $101K - $107K
954 $102K
IYH
Ishares Tr

ETFs
1.72K
New
$54.36 - $58.96 $93.5K - $101K
1.72K $100K
ROUS
Hartford Multifactor Us Equity

ETFs
1.62K
New
$53.3 - $57.49 $86.2K - $93K
1.62K $93K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
535
New
$62.49 - $64.56 $33.4K - $34.5K
535 $34K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
146
New
$104.99 - $166.52 $15.3K - $24.3K
146 $23K
ALLY
Ally Financial Inc.

Financial Services
152
New
$36.95 - $44.58 $5.62K - $6.78K
152 $5K
T Rowe
20K
New
N/A
20K $0
Spdr Index
4.72K
New
N/A
4.72K $0
Bitmine Immersion
5K
New
N/A
5K $0
Ralliant Corp
6.99K
New
N/A
6.99K $0
Ishares Ethereum
8.16K
New
N/A
8.16K $0
Activity Summary
Buys All Purchases 282 New Holdings 53 Increased Positions 229 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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