Keystone Financial Services Purchases in Q2 2025

Keystone Financial Services

  • $276 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
140K
+ 68.66%
$52.4 - $64.65 $7.35M - $9.06M
344K $21.9M
IEMG
Ishares Inc

ETFs
113K
+ 102.68%
N/A
223K $11.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
88K
New
$50.09 - $51.09 $4.41M - $4.5M
88K $4.5M
IVE
Ishares S&P 500 Value ETF

ETFs
16.4K
+ 21.76%
$168.34 - $195.42 $2.76M - $3.2M
91.6K $17.9M
OEF
Ishares S&P 100 ETF

ETFs
9.65K
+ 50.61%
N/A
28.7K $7.64M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.86K
+ 4.76%
$152.42 - $182.82 $893K - $1.07M
129K $23.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.19K
+ 0.91%
$43.53 - $54.46 $139K - $174K
353K $19.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
18.5K
+ 41.97%
$97.29 - $105.63 $1.8M - $1.95M
62.4K $6.34M
EFG
Msci Eafe Growth ETF

ETFs
1.53K
+ 1.94%
$89.8 - $112.0 $138K - $172K
80.4K $9M
AMAT
Applied Materials Inc

Technology
4.86K
New
$126.95 - $183.52 $617K - $892K
4.86K $889K
MSFT
Microsoft Corp

Technology
428
+ 12.51%
$354.56 - $497.45 $152K - $213K
3.85K $1.91M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.26K
New
$102.02 - $103.5 $536K - $544K
5.26K $540K
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 5.97%
$4164.15 - $5789.24 $83.3K - $116K
355 $2.06M
JPM
Jpmorgan Chase & CO

Financial Services
129
+ 1.51%
$210.28 - $289.91 $27.1K - $37.4K
8.66K $2.51M
MBB
Ishares Tr

ETFs
3.76K
+ 6.85%
$91.41 - $94.22 $344K - $355K
58.8K $5.52M
SCHW
Schwab Charles Corp

Financial Services
823
+ 4.46%
$69.06 - $91.24 $56.8K - $75.1K
19.3K $1.76M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.78K
+ 0.86%
$45.12 - $46.23 $215K - $221K
561K $25.9M
PM
Philip Morris International Inc.

Consumer Defensive
184
+ 1.68%
$149.23 - $184.95 $27.5K - $34K
11.1K $2.03M
PEP
Pepsico Inc

Consumer Defensive
2.07K
New
$128.02 - $151.37 $265K - $314K
2.07K $273K
GOOG
Alphabet Inc.

Communication Services
304
+ 2.98%
$146.58 - $180.01 $44.6K - $54.7K
10.5K $1.86M
COP
Conocophillips

Energy
3.86K
+ 68.99%
$82.66 - $106.1 $319K - $409K
9.44K $847K
APH
Amphenol Corp

Technology
2.6K
New
$59.09 - $98.75 $153K - $256K
2.6K $256K
NFG
National Fuel Gas CO

Energy
2.98K
New
$73.0 - $86.01 $217K - $256K
2.98K $252K
GWRE
Guidewire Software, Inc.

Technology
1.02K
New
$172.73 - $257.37 $176K - $262K
1.02K $239K
PINC
Premier, Inc.

Healthcare
10.5K
New
$18.94 - $23.3 $199K - $244K
10.5K $229K
SNV
Synovus Financial Corp

Financial Services
4.28K
New
$38.27 - $51.75 $164K - $221K
4.28K $221K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
706
New
$177.93 - $313.14 $126K - $221K
706 $221K
C
Citigroup Inc

Financial Services
2.54K
New
$58.13 - $85.12 $148K - $216K
2.54K $216K
BR
Broadridge Financial Solutions, Inc.

Technology
863
New
$217.22 - $246.25 $187K - $213K
863 $209K
EPR
Epr Properties

Real Estate
3.57K
New
$43.53 - $59.11 $155K - $211K
3.57K $207K
NI
Nisource Inc.

Utilities
5.14K
New
$37.11 - $40.64 $191K - $209K
5.14K $207K
CEG
Constellation Energy Corp

Utilities
638
New
$170.96 - $322.76 $109K - $206K
638 $205K
IQV
Iqvia Holdings Inc.

Healthcare
1.3K
New
$137.0 - $174.37 $178K - $226K
1.3K $204K
DIS
Walt Disney CO

Communication Services
1.63K
New
$81.72 - $124.01 $133K - $202K
1.63K $202K
ABC
Amerisourcebergen Corp

Healthcare
1.08K
New
N/A
1.08K $200K
WFC
Wells Fargo & Company

Financial Services
419
+ 2.41%
$60.98 - $80.12 $25.6K - $33.6K
17.8K $1.43M
UL
Unilever PLC

Consumer Defensive
2.52K
+ 19.87%
$57.9 - $65.43 $146K - $165K
15.2K $930K
GD
General Dynamics Corp

Industrials
427
+ 17.64%
$247.68 - $291.66 $106K - $125K
2.85K $830K
ADI
Analog Devices Inc

Technology
46
+ 1.21%
$164.6 - $238.02 $7.57K - $10.9K
3.84K $913K
GOOGL
Alphabet Inc.

Communication Services
444
+ 17.77%
$144.7 - $178.6 $64.2K - $79.3K
2.94K $518K
MCK
Mckesson Corp

Healthcare
23
+ 1.64%
$652.83 - $732.78 $15K - $16.9K
1.43K $1.05M
BK
Bank Of New York Mellon Corp

Financial Services
254
+ 2.42%
$73.31 - $91.62 $18.6K - $23.3K
10.7K $979K
AMZN
Amazon Com Inc

Consumer Cyclical
241
+ 15.54%
$167.32 - $223.3 $40.3K - $53.8K
1.79K $393K
EMB
Ishares Tr

ETFs
659
+ 5.02%
$86.54 - $92.62 $57K - $61K
13.8K $1.28M
BAC
Bank Of America Corp

Financial Services
357
+ 3.11%
$34.39 - $47.46 $12.3K - $16.9K
11.8K $559K
NVS
Novartis Ag

Healthcare
77
+ 1.03%
$101.96 - $121.01 $7.85K - $9.32K
7.57K $915K
MDT
Medtronic PLC

Healthcare
1.12K
+ 15.95%
$80.68 - $88.86 $90K - $99.1K
8.11K $706K
NTRS
Northern Trust Corp

Financial Services
53
+ 2.15%
$84.45 - $126.79 $4.48K - $6.72K
2.52K $319K
RTX
Raytheon Technologies Corp

Industrials
121
+ 3.6%
$113.75 - $148.48 $13.8K - $18K
3.48K $508K
Activity Summary
Buys All Purchases 76 New Holdings 21 Increased Positions 55 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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