Keystone Financial Services, LLC Incresed Positions in Q2 2025

Keystone Financial Services, LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
762
+ 1.95%
$299.15 - $396.54 $228K - $302K
39.9K $15.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.53K
+ 3.26%
$58.41 - $72.69 $323K - $402K
175K $12.7B
PVAL
Putnam ETF Tr Putnam Focused L
15.7K
+ 4.83%
$33.6 - $40.23 $528K - $632K
341K $13.7B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
15.7K
+ 5.16%
$26.82 - $30.48 $422K - $479K
321K $9.78B
JPSE
J P Morgan Diversified Return

ETFs
7.54K
+ 5.27%
$38.2 - $45.49 $288K - $343K
151K $6.86B
IVV
Ishares Core S&P 500 ETF

ETFs
157
+ 1.86%
$498.8 - $620.9 $78.3K - $97.5K
8.6K $5.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
127
+ 2.13%
$416.06 - $551.64 $52.8K - $70.1K
6.09K $3.36B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.4K
+ 5.11%
$46.92 - $55.01 $300K - $352K
132K $7.14B
Virtus ETF Tr Ii
8.99K
+ 5.58%
N/A
170K $4.27B
SOFI
So Fi Technologies, Inc.

Financial Services
2.43K
+ 4.87%
$9.5 - $18.21 $23.1K - $44.3K
52.3K $953M
JPIE
J P Morgan Exchange Traded Fd
5.36K
+ 6.54%
$45.12 - $46.32 $242K - $248K
87.3K $4.04B
Capital Grp Fixed Incm ETF T
9.36K
+ 6.12%
N/A
162K $4.27B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
2.34K
+ 4.31%
$14.19 - $19.22 $33.2K - $45K
56.6K $1.09B
VOE
Vanguard Mid Cap Value Index F

ETFs
771
+ 3.15%
$141.87 - $164.49 $109K - $127K
25.3K $4.15B
CGMS
Capital Grp Core Plus Income E
4.79K
+ 4.4%
N/A
113K $3.13B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.14K
+ 4.73%
$50.36 - $50.68 $158K - $159K
69.6K $3.53B
CGGR
Capital Group Growth ETF Shs C

ETFs
1.73K
+ 12.06%
$30.53 - $40.65 $52.8K - $70.2K
16.1K $653M
MELI
Mercadolibre Inc

Consumer Cyclical
24
+ 16.44%
$1794.73 - $2613.63 $43.1K - $62.7K
170 $444M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 1.01%
$456.74 - $568.03 $9.59K - $11.9K
2.1K $1.19B
ILCB
Ishares Morningstar U.S. Equit

ETFs
2
+ 0.02%
$68.63 - $85.78 $137 - $172
11.2K $965M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.13K
+ 32.31%
$72.71 - $82.56 $82.5K - $93.6K
4.64K $379M
MSFT
Microsoft Corp

Technology
32
+ 5.02%
$354.56 - $497.45 $11.3K - $15.9K
669 $333M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.13%
$221.86 - $362.89 $444 - $726
1.59K $504M
HTAB
Hartford Fds Exchange Traded

ETFs
4.3K
+ 29.87%
$18.44 - $19.31 $79.4K - $83.1K
18.7K $350M
VBK
Vanguard Small Cap Growth ETF

ETFs
37
+ 1.48%
$219.76 - $276.94 $8.13K - $10.2K
2.55K $705M
RDVY
First Trust Rising Dividend Ac

ETFs
63
+ 0.43%
$51.6 - $62.74 $3.25K - $3.95K
14.8K $929M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
756
+ 4.11%
$29.52 - $35.31 $22.3K - $26.7K
19.1K $675M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.49K
+ 12.99%
$20.42 - $25.3 $30.5K - $37.8K
13K $329M
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 4.73%
$496.48 - $617.85 $15.4K - $19.2K
686 $424M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.27K
+ 12.07%
$22.92 - $28.05 $29.1K - $35.6K
11.8K $331M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51
+ 0.48%
$51.16 - $62.02 $2.61K - $3.16K
10.7K $666M
XOM
Exxon Mobil Corp

Energy
554
+ 13.73%
$99.93 - $119.04 $55.4K - $65.9K
4.59K $495M
UNP
Union Pacific Corp

Industrials
20
+ 0.32%
$208.27 - $238.46 $4.17K - $4.77K
6.18K $1.42B
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Keystone Financial Services, LLC Portfolio

Follow Keystone Financial Services, LLC 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 Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email