Keystone Financial Group Sells in Q2 2025

Keystone Financial Group

  • $1.07 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-146K
- 85.4%
$24.14 - $25.43 $3.54M - $3.73M
25K $620K
PEP
Pepsico Inc

Consumer Defensive
-16K
- 49.97%
$128.02 - $151.37 $2.05M - $2.42M
16K $2.11M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-60.7K
- 65.39%
$35.9 - $43.76 $2.18M - $2.66M
32.1K $1.39M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-87.2K
- 14.68%
$58.41 - $72.69 $5.1M - $6.34M
507K $36.9M
LNC
Lincoln National Corp

Financial Services
-51.7K
- 85.62%
$28.95 - $37.27 $1.5M - $1.93M
8.69K $300K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-42.8K
- 26.06%
$27.3 - $31.8 $1.17M - $1.36M
121K $3.86M
UNH
Unitedhealth Group Inc

Healthcare
-1.09K
- 39.68%
$274.35 - $599.47 $299K - $653K
1.66K $516K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.27K
- 75.94%
$96.84 - $99.46 $704K - $723K
2.3K $228K
XOM
Exxon Mobil Corp

Energy
-282
- 0.56%
$99.93 - $119.04 $28.2K - $33.6K
50.1K $5.4M
PG
Procter & Gamble CO

Consumer Defensive
-361
- 0.98%
$157.66 - $172.39 $56.9K - $62.2K
36.4K $5.81M
XLI
Industrial Sector Spdr

ETFs
-3.02K
- 35.25%
$116.42 - $147.52 $351K - $445K
5.54K $816K
ELV
Elevance Health, Inc.

Healthcare
-518
- 23.92%
$372.27 - $452.69 $193K - $234K
1.65K $641K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-4.64K
- 2.42%
$39.34 - $40.41 $182K - $187K
187K $7.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.65K
- 11.73%
$152.42 - $182.82 $404K - $484K
19.9K $3.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.86K
- 10.93%
$90.56 - $109.49 $259K - $313K
23.3K $2.55M
UPS
United Parcel Service Inc

Industrials
-753
- 6.64%
$91.92 - $110.2 $69.2K - $83K
10.6K $1.07M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-1.4K
- 3.97%
$58.28 - $65.68 $81.7K - $92K
33.9K $2.16M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-7.96K
- 10.81%
$29.52 - $35.31 $235K - $281K
65.7K $2.32M
IAU
Ishares Gold Trust

ETFs
-5.92K
- 8.66%
$56.1 - $64.74 $332K - $383K
62.5K $3.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.27K
- 22.29%
$100.04 - $100.54 $127K - $128K
4.43K $445K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.55K
- 33.45%
N/A
3.08K $230K
FVD
First Tr Value Line Divid Inde

ETFs
-2.32K
- 8.06%
$40.62 - $45.12 $94.2K - $105K
26.4K $1.18M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-3.14K
- 19.15%
$25.57 - $26.34 $80.4K - $82.8K
13.3K $345K
VBR
Vanguard Small Cap Value ETF

ETFs
-511
- 26.44%
$162.76 - $195.77 $83.2K - $100K
1.42K $277K
SLB
Schlumberger Limited

Energy
-500
- 7.33%
$31.95 - $42.2 $16K - $21.1K
6.32K $213K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.33K
- 18.49%
$20.66 - $20.74 $68.7K - $69K
14.7K $303K
PULS
Pgim ETF Tr

ETFs
-1.35K
- 19.14%
$49.39 - $49.76 $66.7K - $67.2K
5.71K $284K
FDX
Fedex Corp

Industrials
-17
- 0.46%
$198.07 - $245.17 $3.37K - $4.17K
3.69K $838K
COP
Conocophillips

Energy
-73
- 2.5%
$82.66 - $106.1 $6.03K - $7.75K
2.85K $255K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.07K
- 14.62%
$45.12 - $46.23 $48.1K - $49.3K
6.22K $287K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.24K
- 3.93%
$45.11 - $52.34 $101K - $117K
54.7K $2.86M
NOV
Nov Inc.

Energy
-426
- 3.03%
$11.11 - $15.41 $4.73K - $6.56K
13.6K $169K
BP
Bp PLC

Energy
-364
- 4.36%
$26.11 - $33.81 $9.5K - $12.3K
7.99K $239K
KRE
Spdr S&P Regional Banking ETF

ETFs
-828
- 16.66%
$48.81 - $59.48 $40.4K - $49.2K
4.14K $245K
VOT
Vanguard Mid Cap Growth Index

ETFs
-273
- 26.4%
$216.28 - $284.39 $59K - $77.6K
761 $216K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5
- 0.27%
$99.37 - $134.05 $497 - $670
1.85K $210K
VXF
Vanguard Extended Market ETF

ETFs
-395
- 19.3%
$150.43 - $192.71 $59.4K - $76.1K
1.65K $318K
XLP
Consumer Staples Sector Spdr

ETFs
-456
- 4.28%
N/A
10.2K $776K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-357
- 6.01%
$376.48 - $440.65 $134K - $157K
5.58K $2.46M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-697
- 9.87%
$42.72 - $44.24 $29.8K - $30.8K
6.36K $279K
VSDA
Victory Portfolios Ii Victorys

ETFs
-619
- 2.81%
$46.15 - $51.89 $28.6K - $32.1K
21.4K $1.11M
FDL
First Tr Morningstar Dividend

ETFs
-106
- 0.75%
$38.19 - $43.19 $4.05K - $4.58K
14.1K $589K
FSK
Fs Kkr Capital Corp

Financial Services
-1.08K
- 5.65%
$17.95 - $21.5 $19.3K - $23.2K
18K $373K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-279
- 2.59%
N/A
10.5K $902K
SHW
Sherwin Williams CO

Basic Materials
-49
- 4.72%
$313.51 - $363.51 $15.4K - $17.8K
989 $339K
CORP
Pimco Investment Grade Corp Bd

ETFs
-223
- 7.43%
$94.14 - $97.31 $21K - $21.7K
2.78K $270K
CSCO
Cisco Systems, Inc.

Technology
-3.11K
- 12.12%
$53.19 - $69.38 $166K - $216K
22.6K $1.57M
YUM
Yum Brands Inc

Consumer Cyclical
-5
- 0.26%
$138.36 - $161.45 $692 - $807
1.91K $283K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-1.16K
- 4.87%
$75.06 - $87.96 $86.8K - $102K
22.6K $1.99M
Activity Summary
Buys All Purchases 266 New Holdings 50 Increased Positions 216 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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