Keystone Financial Group Reduced Holdings in Q3 2025

Keystone Financial Group

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-53.1K
- 93.42%
$625.65 - $812.69 $33.2M - $43.2M
3.74K $2.86M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-180K
- 96.4%
$39.58 - $40.74 $7.14M - $7.35M
6.74K $273K
HEFA
Ishares Currency Hedged Msci E

ETFs
-171K
- 94.87%
$37.2 - $39.61 $6.36M - $6.77M
9.25K $366K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-81.2K
- 95.18%
$62.54 - $68.42 $5.08M - $5.56M
4.11K $277K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.47K
- 38.49%
$567.09 - $607.37 $1.4M - $1.5M
3.94K $2.35M
BAC
Bank Of America Corp

Financial Services
-24.4K
- 85.92%
$44.92 - $52.42 $1.1M - $1.28M
4K $206K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-18.7K
- 5.76%
$59.61 - $63.09 $1.11M - $1.18M
306K $19.2M
AXON
Axon Enterprise, Inc.

Industrials
-399
- 45.03%
$698.02 - $870.97 $279K - $348K
487 $349K
PFE
Pfizer Inc

Healthcare
-11K
- 11.54%
$23.29 - $25.88 $256K - $284K
84.2K $2.15M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-5.13K
- 11.37%
$49.32 - $50.93 $253K - $261K
40K $2.03M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9.19K
- 40.02%
$22.64 - $23.22 $208K - $213K
13.8K $318K
MRK
Merck & Co., Inc.

Healthcare
-2.45K
- 9.04%
$77.6 - $87.37 $190K - $214K
24.7K $2.07M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.09K
- 25.52%
$30.67 - $32.13 $187K - $196K
17.8K $561K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-5.25K
- 4.33%
$31.79 - $33.42 $167K - $175K
116K $3.88M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.83K
- 4.59%
$92.18 - $95.14 $168K - $174K
38K $3.61M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-2K
- 2.45%
$70.96 - $73.96 $142K - $148K
79.8K $5.89M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.58K
- 3.46%
$50.85 - $51.35 $131K - $132K
71.9K $3.69M
VO
Vanguard Mid Cap ETF

ETFs
-408
- 2.26%
$279.83 - $293.74 $114K - $120K
17.6K $5.18M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.27K
- 13.62%
$50.45 - $50.65 $114K - $115K
14.4K $726K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-927
- 20.94%
$100.16 - $100.7 $92.8K - $93.3K
3.5K $352K
UPS
United Parcel Service Inc

Industrials
-1.07K
- 10.11%
$82.58 - $105.54 $88.4K - $113K
9.52K $794K
SIZE
Ishares Msci Usa Size Factor E

ETFs
-490
- 10.7%
$154.38 - $161.78 $75.6K - $79.3K
4.09K $657K
SBUX
Starbucks Corp

Consumer Cyclical
-885
- 25.93%
$81.9 - $96.86 $72.5K - $85.7K
2.53K $213K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-797
- 23.14%
$86.07 - $90.74 $68.6K - $72.3K
2.65K $237K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-175
- 4.64%
$362.31 - $405.74 $63.4K - $71K
3.6K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
-171
- 1.69%
$357.4 - $423.42 $61.1K - $72.4K
9.94K $4.03M
IVE
Ishares S&P 500 Value ETF

ETFs
-325
- 6.91%
$194.44 - $206.51 $63.2K - $67.1K
4.38K $904K
MUB
Ishares National Muni Bond ETF

ETFs
-614
- 21.75%
$103.24 - $106.68 $63.4K - $65.5K
2.21K $235K
RGTI
Rigetti Computing, Inc.

Technology
-2.05K
- 6.3%
$11.33 - $32.1 $23.2K - $65.8K
30.5K $908K
COIN
Coinbase Global, Inc.

Technology
-168
- 7.03%
$297.99 - $419.78 $50.1K - $70.5K
2.22K $749K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-856
- 2.52%
$64.0 - $66.91 $54.8K - $57.3K
33.1K $2.21M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-599
- 7.94%
$85.01 - $90.35 $50.9K - $54.1K
6.95K $620K
OKE
Oneok Inc

Energy
-714
- 10.72%
$71.36 - $83.47 $51K - $59.6K
5.95K $434K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.09K
- 20.19%
$45.22 - $48.34 $49.1K - $52.4K
4.29K $204K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-547
- 2.42%
$87.51 - $91.22 $47.9K - $49.9K
22.1K $2.01M
XLV
Select Sector Spdr Fund Health

ETFs
-322
- 4.62%
$129.01 - $139.72 $41.5K - $45K
6.64K $924K
XLK
Technology Sector Spdr

ETFs
-155
- 2.25%
$250.97 - $282.66 $38.9K - $43.8K
6.74K $1.9M
TPB
Turning Point Brands, Inc.

Consumer Defensive
-440
- 8.47%
$71.37 - $102.95 $31.4K - $45.3K
4.75K $469K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-1.63K
- 3.19%
$23.8 - $25.39 $38.7K - $41.3K
49.3K $1.24M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.19K
- 2.18%
$28.92 - $32.19 $34.3K - $38.2K
53.2K $1.7M
INTC
Intel Corp

Technology
-1.1K
- 8.4%
$19.31 - $35.5 $21.2K - $39K
12K $401K
VFMV
Vanguard Wellington Fd

ETFs
-272
- 2.98%
$126.35 - $131.95 $34.4K - $35.9K
8.87K $1.16M
BNDX
Vanguard Total International B

ETFs
-722
- 10.63%
$49.0 - $49.51 $35.4K - $35.7K
6.07K $300K
QCOM
Qualcomm Inc

Technology
-199
- 2.87%
$145.84 - $173.55 $29K - $34.5K
6.73K $1.12M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-291
- 1.0%
$105.03 - $112.54 $30.6K - $32.7K
28.7K $3.17M
CEG
Constellation Energy Corp

Utilities
-100
- 7.87%
$298.82 - $354.89 $29.9K - $35.5K
1.17K $385K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.16K
- 8.7%
$25.83 - $26.47 $29.8K - $30.6K
12.1K $318K
DE
Deere & CO

Industrials
-65
- 3.63%
$457.26 - $524.37 $29.7K - $34.1K
1.73K $788K
AMAT
Applied Materials Inc

Technology
-150
- 13.13%
$156.25 - $204.95 $23.4K - $30.7K
992 $203K
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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