Keystone Financial Group Reduced Holdings in Q1 2025

Keystone Financial Group

  • $922 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-14.3K
- 3.97%
$209.68 - $247.1 $3M - $3.54M
346K $76.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-27.5K
- 4.42%
$64.88 - $72.1 $1.78M - $1.98M
594K $39.1M
SPYG
Spdr Portfolio

ETFs
-6.44K
- 1.67%
$80.05 - $92.39 $515K - $595K
378K $30.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-90.3K
- 35.5%
$29.34 - $31.31 $2.65M - $2.83M
164K $4.87M
HEFA
Ishares Currency Hedged Msci E

ETFs
-86.2K
- 48.71%
$34.83 - $37.52 $3M - $3.23M
90.8K $3.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-623
- 0.67%
$190.26 - $242.06 $119K - $151K
91.8K $17.5M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-21.7K
- 88.85%
$113.13 - $127.79 $2.45M - $2.77M
2.72K $307K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-44.4K
- 32.33%
$36.91 - $41.03 $1.64M - $1.82M
92.8K $3.68M
BRK-A
Berkshire Hathaway Inc

Financial Services
-5
- 22.73%
$663000.0 - $801950.0 $3.32M - $4.01M
17 $13.6M
GOOG
Alphabet Inc.

Communication Services
-177
- 0.47%
$156.06 - $207.71 $27.6K - $36.8K
37.7K $5.89M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.9K
- 20.72%
$168.16 - $186.21 $992K - $1.1M
22.6K $3.86M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.41K
- 17.97%
$522.96 - $601.18 $738K - $848K
6.44K $3.44M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.23K
- 46.25%
$95.85 - $99.25 $789K - $817K
9.57K $946K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-69
- 0.09%
$47.79 - $59.89 $3.3K - $4.13K
74.2K $3.73M
VUG
Vanguard Growth ETF

ETFs
-134
- 0.8%
$369.1 - $427.61 $49.5K - $57.3K
16.7K $6.2M
XLK
Technology Sector Spdr

ETFs
-2.18K
- 21.56%
$206.38 - $242.18 $451K - $529K
7.95K $1.64M
PG
Procter & Gamble CO

Consumer Defensive
-4.19K
- 10.22%
$158.56 - $176.26 $664K - $738K
36.8K $6.27M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-978
- 1.79%
$62.43 - $84.12 $61.1K - $82.3K
53.8K $3.5M
IXN
Ishares Global Information Tec

ETFs
-3.09K
- 12.45%
$75.73 - $88.4 $234K - $273K
21.8K $1.65M
XLI
Industrial Sector Spdr

ETFs
-3.29K
- 27.78%
$128.78 - $141.67 $424K - $466K
8.55K $1.12M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.25K
- 12.67%
$49.78 - $53.19 $411K - $439K
56.9K $2.91M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-918
- 13.39%
$408.78 - $448.82 $375K - $412K
5.94K $2.49M
VB
Vanguard Small Cap ETF

ETFs
-120
- 0.59%
$217.89 - $252.64 $26.1K - $30.3K
20.1K $4.46M
HD
Home Depot, Inc.

Consumer Cyclical
-386
- 3.7%
$347.25 - $424.87 $134K - $164K
10K $3.68M
VTV
Vanguard Value ETF

ETFs
-3.36K
- 5.23%
$167.73 - $179.21 $564K - $602K
60.9K $10.5M
XLE
Energy Sector Spdr

ETFs
-6.4K
- 20.34%
$85.7 - $93.96 $548K - $601K
25.1K $2.34M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-4.97K
- 51.52%
$68.32 - $75.06 $339K - $373K
4.67K $349K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-620
- 2.33%
$94.32 - $110.46 $58.5K - $68.5K
26K $2.51M
MRK
Merck & Co., Inc.

Healthcare
-536
- 1.97%
$83.01 - $101.02 $44.5K - $54.1K
26.7K $2.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-586
- 1.66%
$120.29 - $134.6 $70.5K - $78.9K
34.7K $4.24M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-4.62K
- 56.69%
$64.2 - $69.24 $297K - $320K
3.53K $241K
COIN
Coinbase Global, Inc.

Technology
-404
- 14.45%
$172.23 - $301.3 $69.6K - $122K
2.39K $411K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-738
- 1.84%
$14.67 - $22.01 $10.8K - $16.2K
39.4K $605K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.17K
- 11.94%
$87.68 - $94.52 $454K - $489K
38.2K $3.57M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-664
- 2.27%
$96.85 - $111.39 $64.3K - $74K
28.6K $2.82M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.99K
- 4.56%
$24.91 - $29.02 $74.5K - $86.8K
62.6K $1.57M
MUB
Ishares National Muni Bond ETF

ETFs
-2.29K
- 51.36%
$104.71 - $107.69 $240K - $247K
2.17K $228K
VGT
Vanguard Information Technolog

ETFs
-101
- 4.28%
$542.38 - $646.34 $54.8K - $65.3K
2.26K $1.23M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-2.43K
- 9.27%
$81.8 - $88.86 $199K - $216K
23.8K $2.01M
VIG
Vanguard Dividend Appreciation

ETFs
-1.13K
- 3.62%
N/A
30K $5.47M
DEO
Diageo PLC

Consumer Defensive
-232
- 2.86%
$104.79 - $126.12 $24.3K - $29.3K
7.87K $824K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-747
- 38.17%
$203.38 - $274.79 $152K - $205K
1.21K $248K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2K
- 17.69%
$99.16 - $99.52 $198K - $199K
9.31K $925K
XLU
Utilities Sector Spdr

ETFs
-3.07K
- 19.15%
$74.7 - $80.27 $230K - $247K
13K $1.02M
ORCL
Oracle Corp

Technology
-121
- 1.87%
$139.81 - $186.47 $16.9K - $22.6K
6.35K $887K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-2.21K
- 2.54%
$66.28 - $72.04 $147K - $159K
84.9K $5.82M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-89
- 2.59%
$307.43 - $357.48 $27.4K - $31.8K
3.35K $1.03M
DKNG
Draft Kings Inc.

Consumer Cyclical
-463
- 1.45%
$33.21 - $53.49 $15.4K - $24.8K
31.6K $1.05M
FDX
Fedex Corp

Industrials
-5
- 0.13%
$230.33 - $281.53 $1.15K - $1.41K
3.71K $903K
Activity Summary
Buys All Purchases 180 New Holdings 25 Increased Positions 155 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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