Keystone Financial Services Incresed Positions in Q1 2025

Keystone Financial Services

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
25.1K
+ 1651.75%
$196.12 - $229.48 $4.91M - $5.75M
26.6K $5.37M
IVE
Ishares S&P 500 Value ETF

ETFs
21.8K
+ 40.7%
$185.78 - $198.58 $4.04M - $4.32M
75.2K $14.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21.5K
+ 21.17%
$168.16 - $186.21 $3.61M - $4M
123K $21M
IEMG
Ishares Inc

ETFs
46.4K
+ 73.03%
N/A
110K $5.89M
PM
Philip Morris International Inc.

Consumer Defensive
173
+ 1.6%
$117.15 - $158.79 $20.3K - $27.5K
11K $1.74M
EMB
Ishares Tr

ETFs
4.17K
+ 46.51%
$88.64 - $92.03 $369K - $383K
13.1K $1.19M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.18K
+ 46.01%
$120.24 - $134.3 $262K - $293K
6.92K $843K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.83K
+ 87.85%
$83.18 - $89.27 $236K - $253K
6.06K $506K
MCK
Mckesson Corp

Healthcare
17
+ 1.23%
$566.21 - $672.99 $9.63K - $11.4K
1.4K $944K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
284
+ 30.41%
$507.05 - $563.67 $144K - $160K
1.22K $625K
NVS
Novartis Ag

Healthcare
118
+ 1.6%
$97.14 - $115.57 $11.5K - $13.6K
7.49K $835K
ELV
Elevance Health, Inc.

Healthcare
43
+ 2.99%
$365.9 - $436.25 $15.7K - $18.8K
1.48K $643K
USXF
Ishares Esg Advanced Msci Usa

Technology
3.29K
+ 19.35%
$46.38 - $52.65 $153K - $173K
20.3K $947K
MDT
Medtronic PLC

Healthcare
362
+ 5.46%
$79.84 - $94.5 $28.9K - $34.2K
6.99K $628K
XOM
Exxon Mobil Corp

Energy
84
+ 1.4%
$105.44 - $118.93 $8.86K - $9.99K
6.06K $721K
COP
Conocophillips

Energy
458
+ 8.93%
$88.6 - $105.85 $40.6K - $48.5K
5.59K $586K
UL
Unilever PLC

Consumer Defensive
517
+ 4.25%
$54.72 - $60.29 $28.3K - $31.2K
12.7K $755K
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.16%
$225.19 - $279.95 $3.15K - $3.92K
8.53K $2.09M
AVGO
Broadcom Inc.

Technology
960
+ 51.47%
$167.43 - $244.7 $161K - $235K
2.83K $472K
GD
General Dynamics Corp

Industrials
38
+ 1.59%
$241.94 - $272.58 $9.19K - $10.4K
2.42K $659K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.33K
+ 9.07%
$22.25 - $23.0 $29.6K - $30.6K
16K $367K
RTO
Rentokil Initial PLC

Industrials
2.06K
+ 22.04%
$20.76 - $27.11 $42.7K - $55.8K
11.4K $260K
ALLE
Allegion PLC

Industrials
130
+ 6.05%
$123.79 - $135.5 $16.1K - $17.6K
2.28K $297K
MA
Mastercard Inc

Financial Services
3
+ 0.75%
$504.67 - $576.31 $1.51K - $1.73K
401 $219K
Blackrock ETF Trust Ii
2.41K
+ 4.37%
N/A
57.6K $0
BAC
Bank Of America Corp

Financial Services
148
+ 1.31%
$39.61 - $47.74 $5.86K - $7.07K
11.5K $478K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
623
+ 2.18%
$32.42 - $36.13 $20.2K - $22.5K
29.2K $962K
ADI
Analog Devices Inc

Technology
61
+ 1.64%
$201.56 - $243.82 $12.3K - $14.9K
3.79K $764K
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.32%
$271.18 - $303.12 $2.44K - $2.73K
2.83K $776K
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.32%
$154.33 - $206.19 $1.23K - $1.65K
2.5K $386K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.54K
+ 1.31%
$48.06 - $53.73 $218K - $244K
350K $17.1M
IYW
Ishares Dj Us Tech ETF

ETFs
1.24K
+ 2.72%
$140.44 - $166.79 $175K - $207K
47K $6.61M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.31K
+ 2.08%
$92.45 - $106.69 $398K - $460K
211K $19.6M
Activity Summary
Buys All Purchases 44 New Holdings 10 Increased Positions 34 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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