Keystone Financial Services Incresed Positions in Q3 2024

Keystone Financial Services

  • $254 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
154K
+ 140.79%
$51.72 - $57.96 $7.99M - $8.95M
264K $15.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
105K
+ 18.73%
$44.83 - $47.42 $4.7M - $4.97M
664K $31.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
34.7K
+ 37.89%
$56.04 - $62.99 $1.94M - $2.18M
126K $7.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
285
+ 4.08%
$405.19 - $478.57 $115K - $136K
7.27K $3.34M
ORCL
Oracle Corp

Technology
790
+ 7.2%
$125.9 - $170.35 $99.5K - $135K
11.8K $2M
PM
Philip Morris International Inc.

Consumer Defensive
837
+ 8.74%
$101.25 - $127.45 $84.7K - $107K
10.4K $1.26M
EBAY
Ebay Inc

Consumer Cyclical
332
+ 2.23%
$52.61 - $65.44 $17.5K - $21.7K
15.2K $992K
BKNG
Booking Holdings Inc.

Consumer Cyclical
23
+ 6.18%
$3305.62 - $4268.05 $76K - $98.2K
395 $1.66M
SNY
Sanofi

Healthcare
892
+ 7.02%
$48.54 - $58.53 $43.3K - $52.2K
13.6K $784K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.92K
+ 30.62%
$64.83 - $72.82 $124K - $140K
8.17K $588K
UL
Unilever PLC

Consumer Defensive
826
+ 7.72%
$54.7 - $65.59 $45.2K - $54.2K
11.5K $748K
JPM
Jpmorgan Chase & CO

Financial Services
393
+ 4.91%
$194.9 - $224.8 $76.6K - $88.3K
8.39K $1.77M
CMCSA
Comcast Corp

Communication Services
1.62K
+ 6.9%
$37.33 - $41.78 $60.6K - $67.8K
25.1K $1.05M
NVS
Novartis Ag

Healthcare
501
+ 7.55%
$106.13 - $120.89 $53.2K - $60.6K
7.14K $820K
KMX
Carmax Inc

Consumer Cyclical
860
+ 7.8%
$71.21 - $85.78 $61.2K - $73.8K
11.9K $920K
MDT
Medtronic PLC

Healthcare
492
+ 8.72%
$76.84 - $91.03 $37.8K - $44.8K
6.14K $552K
V
Visa Inc.

Financial Services
256
+ 9.03%
$253.74 - $291.56 $65K - $74.6K
3.09K $850K
SPY
Spdr S&P 500 ETF Trust

ETFs
131
+ 14.44%
$517.38 - $573.86 $67.8K - $75.2K
1.04K $595K
RTX
Raytheon Technologies Corp

Industrials
232
+ 6.89%
$99.55 - $123.34 $23.1K - $28.6K
3.6K $435K
AAPL
Apple Inc.

Technology
40
+ 1.04%
$207.23 - $234.82 $8.29K - $9.39K
3.9K $908K
GD
General Dynamics Corp

Industrials
179
+ 8.42%
$279.51 - $308.09 $50K - $55.1K
2.31K $696K
MSFT
Microsoft Corp

Technology
278
+ 11.41%
$395.15 - $467.56 $110K - $130K
2.71K $1.17M
OMC
Omnicom Group Inc.

Communication Services
263
+ 6.95%
$87.69 - $103.9 $23.1K - $27.3K
4.05K $418K
ZBRA
Zebra Technologies Corp

Technology
19
+ 1.65%
$306.21 - $371.02 $5.82K - $7.05K
1.17K $434K
XOM
Exxon Mobil Corp

Energy
553
+ 10.52%
$109.72 - $119.0 $60.7K - $65.8K
5.81K $680K
BDX
Becton Dickinson & CO

Healthcare
174
+ 6.16%
$221.47 - $242.41 $38.5K - $42.2K
3K $722K
ADI
Analog Devices Inc

Technology
244
+ 7.2%
$200.56 - $243.33 $48.9K - $59.4K
3.63K $835K
COP
Conocophillips

Energy
893
+ 23.41%
$102.3 - $116.61 $91.4K - $104K
4.71K $495K
AMZN
Amazon Com Inc

Consumer Cyclical
298
+ 22.96%
$161.02 - $200.0 $48K - $59.6K
1.6K $297K
USXF
Ishares Esg Advanced Msci Usa

Technology
62
+ 0.37%
$43.59 - $49.35 $2.7K - $3.06K
17K $834K
ELV
Elevance Health, Inc.

Healthcare
122
+ 9.52%
$500.12 - $562.29 $61K - $68.6K
1.4K $729K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
110
+ 0.41%
$22.51 - $23.92 $2.48K - $2.63K
27.2K $646K
BAC
Bank Of America Corp

Financial Services
757
+ 7.41%
$36.65 - $44.13 $27.7K - $33.4K
11K $435K
XLV
Select Sector Spdr Fund Health

ETFs
86
+ 5.81%
$143.3 - $157.24 $12.3K - $13.5K
1.57K $241K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
146
+ 11.61%
$147.95 - $191.05 $21.6K - $27.9K
1.4K $243K
WFC
Wells Fargo & Company

Financial Services
1.36K
+ 7.57%
$51.58 - $60.97 $70.1K - $82.9K
19.3K $1.09M
WBD
Warner Bros. Discovery, Inc.

Communication Services
24
+ 0.17%
$6.71 - $8.78 $161 - $211
14.5K $119K
XLK
Technology Sector Spdr

ETFs
40
+ 2.01%
$197.34 - $237.68 $7.89K - $9.51K
2.04K $459K
FISV
Fiserv Inc

Technology
44
+ 2.22%
N/A
2.02K $253K
Blackrock ETF Trust Ii
16.7K
+ 44.01%
N/A
54.8K $0
PK
Park Hotels & Resorts Inc.

Real Estate
643
+ 6.4%
$13.63 - $15.7 $8.76K - $10.1K
10.7K $150K
TROW
Price T Rowe Group Inc

Financial Services
92
+ 5.13%
$101.71 - $120.75 $9.36K - $11.1K
1.89K $205K
GOOGL
Alphabet Inc.

Communication Services
210
+ 9.07%
$148.65 - $191.18 $31.2K - $40.1K
2.53K $418K
QCOM
Qualcomm Inc

Technology
284
+ 15.2%
$156.12 - $209.64 $44.3K - $59.5K
2.15K $366K
SCHW
Schwab Charles Corp

Financial Services
1.28K
+ 7.46%
$61.74 - $76.08 $78.7K - $97K
18.4K $1.19M
MCK
Mckesson Corp

Healthcare
87
+ 6.89%
$479.06 - $630.38 $41.7K - $54.8K
1.35K $667K
INTC
Intel Corp

Technology
401
+ 3.4%
$18.9 - $34.87 $7.58K - $14K
12.2K $285K
GOOG
Alphabet Inc.

Communication Services
459
+ 4.59%
$149.54 - $192.66 $68.6K - $88.4K
10.5K $1.75M
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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