Keystone Financial Group New Holdings in Q4 2024

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONE
Vanguard Russell 1000 ETF

ETFs
7.68K
New
$257.18 - $277.76 $1.97M - $2.13M
7.68K $2.05M
FMB
First Tr Exchange Traded Fd Ii

ETFs
36.8K
New
$50.62 - $52.07 $1.87M - $1.92M
36.8K $1.88M
SCHG
Schwab Strategic Tr Us Large C

ETFs
65.6K
New
$25.93 - $105.3 $1.7M - $6.91M
65.6K $1.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.8K
New
$96.64 - $101.23 $1.72M - $1.8M
17.8K $1.73M
IEFA
Ishares Tr

ETFs
24.2K
New
$70.06 - $77.43 $1.69M - $1.87M
24.2K $1.7M
XLI
Industrial Sector Spdr

ETFs
11.8K
New
$131.76 - $143.99 $1.56M - $1.71M
11.8K $1.56M
VGT
Vanguard Information Technolog

ETFs
2.36K
New
$571.78 - $647.97 $1.35M - $1.53M
2.36K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.3K
New
$61.68 - $67.87 $1.38M - $1.51M
22.3K $1.39M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.92K
New
$129.96 - $144.97 $1.29M - $1.44M
9.92K $1.38M
FYX
First Tr Small Cap Core Alphad

ETFs
13.7K
New
$96.51 - $110.53 $1.32M - $1.51M
13.7K $1.38M
XLU
Utilities Sector Spdr

ETFs
16K
New
$74.89 - $82.93 $1.2M - $1.33M
16K $1.21M
CGUS
Capital Group Core Equity ETF
34.1K
New
$33.96 - $36.24 $1.16M - $1.24M
34.1K $1.19M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.44K
New
$316.94 - $357.88 $1.09M - $1.23M
3.44K $1.18M
XLG
Invesco Exchange Traded Fd Tr

ETFs
23.5K
New
$46.94 - $51.62 $1.1M - $1.21M
23.5K $1.17M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
11.3K
New
$99.0 - $99.5 $1.12M - $1.12M
11.3K $1.12M
SOXX
Ishares Semiconductor ETF

ETFs
5.1K
New
$211.27 - $239.8 $1.08M - $1.22M
5.1K $1.1M
FTCS
First Trust Capital Strength E

ETFs
12.5K
New
$87.62 - $94.03 $1.09M - $1.17M
12.5K $1.1M
VFMV
Vanguard Wellington Fd

ETFs
8.93K
New
$120.0 - $127.93 $1.07M - $1.14M
8.93K $1.08M
VSDA
Victory Portfolios Ii Victorys

ETFs
21.2K
New
$50.67 - $55.17 $1.07M - $1.17M
21.2K $1.08M
FVD
First Tr Value Line Divid Inde

ETFs
24.3K
New
$43.4 - $46.7 $1.05M - $1.13M
24.3K $1.06M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
40.2K
New
$22.75 - $25.31 $915K - $1.02M
40.2K $991K
XLV
Select Sector Spdr Fund Health

ETFs
7.12K
New
$136.28 - $154.74 $970K - $1.1M
7.12K $979K
FV
First Trust Dorsey Wright Focu

ETFs
16.1K
New
$57.47 - $62.82 $928K - $1.01M
16.1K $953K
VFVA
Vanguard Wellington Fd U S Val

ETFs
8.02K
New
$117.34 - $130.02 $941K - $1.04M
8.02K $949K
VEA
Vanguard Ftse Developed Market

ETFs
19.8K
New
$47.57 - $52.44 $943K - $1.04M
19.8K $947K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
10.2K
New
$84.34 - $95.14 $858K - $967K
10.2K $887K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
10.7K
New
$78.43 - $87.17 $842K - $936K
10.7K $860K
TFLO
Ishares Treasury Floating Rate

ETFs
16.8K
New
$50.37 - $50.63 $846K - $851K
16.8K $848K
VEU
Vanguard Ftse All World Ex Us

ETFs
14.6K
New
$57.29 - $63.1 $835K - $920K
14.6K $837K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
45.6K
New
$17.93 - $18.8 $818K - $858K
45.6K $831K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.2K
New
$34.13 - $37.35 $826K - $904K
24.2K $826K
XLP
Consumer Staples Sector Spdr

ETFs
10.6K
New
N/A
10.6K $802K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.87K
New
N/A
8.87K $761K
VONG
Vanguard Russell 1000 Growth E

ETFs
7.23K
New
$95.27 - $107.82 $688K - $779K
7.23K $746K
DNP
Dnp Select Income Fund Inc

Financial Services
84.2K
New
$8.82 - $9.96 $743K - $839K
84.2K $742K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
27.7K
New
$25.3 - $26.31 $701K - $729K
27.7K $708K
MGV
Vanguard Mega Cap Value

ETFs
5.55K
New
$124.06 - $133.48 $689K - $741K
5.55K $693K
SIZE
Ishares Msci Usa Size Factor E

ETFs
4.58K
New
$146.95 - $158.89 $673K - $728K
4.58K $680K
VTHR
Vanguard Russell 3000 ETF

ETFs
2.62K
New
$251.33 - $271.45 $657K - $710K
2.62K $679K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.64K
New
$69.58 - $74.87 $671K - $722K
9.64K $674K
EMLP
First Tr Exchange Traded Iv

ETFs
18.4K
New
$33.69 - $38.24 $620K - $703K
18.4K $655K
CGDV
Capital Group Divid Value ETF

ETFs
18.3K
New
$35.16 - $37.12 $644K - $680K
18.3K $645K
VV
Vanguard Large Cap ETF

ETFs
2.32K
New
$260.27 - $280.65 $604K - $651K
2.32K $625K
FDL
First Tr Morningstar Dividend

ETFs
15.3K
New
$39.59 - $43.95 $605K - $671K
15.3K $615K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
10.2K
New
$55.58 - $62.6 $565K - $637K
10.2K $611K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.4K
New
$44.04 - $49.49 $592K - $665K
13.4K $591K
AXON
Axon Enterprise, Inc.

Industrials
938
New
$399.22 - $689.78 $374K - $647K
938 $557K
CTBI
Community Trust Bancorp Inc

Financial Services
10.5K
New
$47.28 - $60.9 $495K - $638K
10.5K $555K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.6K
New
$198.04 - $221.51 $514K - $575K
2.6K $546K
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
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