Keystone Financial Group New Holdings in Q4 2024

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
125K
New
$567.81 - $607.81 $71M - $76M
125K $73.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
622K
New
$66.77 - $71.52 $41.5M - $44.5M
622K $42.9M
SPYG
Spdr Portfolio

ETFs
385K
New
$81.74 - $91.38 $31.5M - $35.2M
385K $33.8M
VTI
Vanguard Total Stock Market Et

ETFs
106K
New
$280.04 - $302.45 $29.8M - $32.2M
106K $30.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
33.6K
New
$521.84 - $558.82 $17.5M - $18.8M
33.6K $18.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
340K
New
$49.03 - $53.35 $16.7M - $18.1M
340K $17.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
299K
New
$55.86 - $60.21 $16.7M - $18M
299K $17.1M
VTV
Vanguard Value ETF

ETFs
64.3K
New
$168.32 - $181.87 $10.8M - $11.7M
64.3K $10.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.9K
New
$481.22 - $538.17 $8.61M - $9.63M
17.9K $9.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
126K
New
$71.75 - $75.11 $9.07M - $9.5M
126K $9.09M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
192K
New
$39.3 - $41.34 $7.56M - $7.95M
192K $7.58M
VUG
Vanguard Growth ETF

ETFs
16.9K
New
$378.79 - $428.11 $6.38M - $7.21M
16.9K $6.92M
IVV
Ishares Core S&P 500 ETF

ETFs
11.6K
New
$570.51 - $610.59 $6.63M - $7.1M
11.6K $6.84M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
144K
New
$47.26 - $48.18 $6.79M - $6.92M
144K $6.81M
HEFA
Ishares Currency Hedged Msci E

ETFs
177K
New
$34.42 - $35.88 $6.09M - $6.35M
177K $6.15M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
87.1K
New
$68.71 - $73.91 $5.99M - $6.44M
87.1K $6.01M
VIG
Vanguard Dividend Appreciation

ETFs
31.2K
New
N/A
31.2K $5.68M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14.3K
New
$340.59 - $380.5 $4.87M - $5.44M
14.3K $5.23M
IQLT
Ishares Msci Intl Quality Fact

ETFs
137K
New
$37.12 - $41.23 $5.09M - $5.66M
137K $5.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
28.5K
New
$176.42 - $186.91 $5.03M - $5.32M
28.5K $5.07M
VB
Vanguard Small Cap ETF

ETFs
20.2K
New
$233.76 - $261.58 $4.73M - $5.29M
20.2K $4.86M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23.3K
New
$201.32 - $217.44 $4.7M - $5.08M
23.3K $4.83M
VO
Vanguard Mid Cap ETF

ETFs
17.7K
New
$261.5 - $284.63 $4.63M - $5.04M
17.7K $4.68M
MLN
Vaneck Long Muni ETF

ETFs
258K
New
$17.61 - $18.29 $4.54M - $4.71M
258K $4.61M
ITOT
Ishares Core S&P Total U.S. St

ETFs
35.3K
New
$124.26 - $134.12 $4.39M - $4.74M
35.3K $4.54M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7.85K
New
$563.99 - $620.12 $4.43M - $4.87M
7.85K $4.47M
XMPT
Vaneck Cef Muni Income ETF

ETFs
189K
New
$21.33 - $23.19 $4.03M - $4.38M
189K $4.06M
VOOV
Vanguard S&P 500 Value ETF

ETFs
21.7K
New
$184.21 - $199.29 $4.01M - $4.33M
21.7K $4.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
43.3K
New
$88.59 - $94.57 $3.84M - $4.1M
43.3K $3.85M
SPTL
Spdr Portfolio Long Term Treas

ETFs
144K
New
$26.05 - $29.17 $3.75M - $4.2M
144K $3.77M
DGRO
Ishares Core Dividend Growth E

ETFs
55.2K
New
$60.73 - $64.94 $3.35M - $3.58M
55.2K $3.38M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
65.1K
New
$51.09 - $55.27 $3.33M - $3.6M
65.1K $3.33M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
58.8K
New
$55.45 - $61.08 $3.26M - $3.59M
58.8K $3.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
18.2K
New
$174.22 - $187.62 $3.17M - $3.41M
18.2K $3.19M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
29.3K
New
$104.52 - $115.08 $3.06M - $3.37M
29.3K $3.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.86K
New
$417.69 - $450.94 $2.86M - $3.09M
6.86K $2.92M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
24.4K
New
$119.34 - $127.78 $2.91M - $3.12M
24.4K $2.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.9K
New
$113.92 - $127.38 $2.83M - $3.17M
24.9K $2.86M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
26.6K
New
$105.45 - $117.99 $2.81M - $3.14M
26.6K $2.82M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
128K
New
$21.43 - $22.55 $2.75M - $2.89M
128K $2.76M
XLE
Energy Sector Spdr

ETFs
31.5K
New
$83.32 - $97.27 $2.62M - $3.06M
31.5K $2.7M
XLF
Financial Sector Spdr

ETFs
53.9K
New
$44.89 - $51.34 $2.42M - $2.77M
53.9K $2.61M
XLK
Technology Sector Spdr

ETFs
10.1K
New
$220.26 - $241.44 $2.23M - $2.45M
10.1K $2.36M
CDC
Victory Portfolios Ii Shs Inco

ETFs
36.5K
New
$61.65 - $67.55 $2.25M - $2.47M
36.5K $2.29M
RDVY
First Trust Rising Dividend Ac

ETFs
38.4K
New
$58.65 - $64.37 $2.25M - $2.47M
38.4K $2.27M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
26.2K
New
$84.54 - $91.18 $2.21M - $2.39M
26.2K $2.22M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
61K
New
$35.45 - $40.33 $2.16M - $2.46M
61K $2.19M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.7K
New
$126.68 - $134.74 $2.12M - $2.26M
16.7K $2.14M
IXN
Ishares Global Information Tec

ETFs
24.8K
New
$80.67 - $87.84 $2M - $2.18M
24.8K $2.11M
Activity Summary
Buys All Purchases 330 New Holdings 223 Increased Positions 107 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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