Keystone Financial Services Incresed Positions in Q3 2025

Keystone Financial Services

  • $300 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
4.14K
+ 2.26%
$108.97 - $121.65 $451K - $503K
187K $22.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.06K
+ 2.56%
$54.35 - $59.32 $492K - $537K
362K $21.5M
EFV
Msci Eafe Value ETF

ETFs
6.62K
+ 1.92%
$62.79 - $68.42 $416K - $453K
351K $23.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.26K
+ 1.75%
$182.33 - $194.5 $412K - $439K
131K $25.5M
IVE
Ishares S&P 500 Value ETF

ETFs
2.24K
+ 2.44%
$194.44 - $206.51 $435K - $462K
93.8K $19.4M
GOOG
Alphabet Inc.

Communication Services
407
+ 3.87%
$175.16 - $255.24 $71.3K - $104K
10.9K $2.66M
IAU
Ishares Gold Trust

ETFs
2.22K
+ 5.16%
$61.62 - $72.77 $137K - $161K
45.2K $3.29M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
567
+ 2.21%
$236.25 - $257.69 $134K - $146K
26.3K $6.73M
ORCL
Oracle Corp

Technology
94
+ 1.28%
$218.96 - $328.33 $20.6K - $30.9K
7.43K $2.09M
OEF
Ishares S&P 100 ETF

ETFs
1.51K
+ 5.27%
N/A
30.2K $8.05M
IEMG
Ishares Inc

ETFs
6.55K
+ 2.94%
N/A
229K $12.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.57K
+ 0.28%
$45.6 - $46.92 $71.6K - $73.7K
563K $26.3M
JPM
Jpmorgan Chase & CO

Financial Services
265
+ 3.06%
$282.78 - $316.06 $74.9K - $83.8K
8.92K $2.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
304
+ 5.03%
$459.11 - $506.91 $140K - $154K
6.34K $3.19M
BK
Bank Of New York Mellon Corp

Financial Services
375
+ 3.49%
$90.65 - $109.75 $34K - $41.2K
11.1K $1.21M
GOOGL
Alphabet Inc.

Communication Services
146
+ 4.96%
$174.36 - $254.72 $25.5K - $37.2K
3.09K $750K
GD
General Dynamics Corp

Industrials
233
+ 8.18%
$293.92 - $341.0 $68.5K - $79.5K
3.08K $1.05M
EBAY
Ebay Inc

Consumer Cyclical
77
+ 0.64%
$75.33 - $100.77 $5.8K - $7.76K
12.2K $1.11M
MSFT
Microsoft Corp

Technology
244
+ 6.34%
$491.09 - $535.64 $120K - $131K
4.09K $2.12M
MBB
Ishares Tr

ETFs
1.21K
+ 2.06%
$92.46 - $95.73 $112K - $116K
60K $5.71M
SCHW
Schwab Charles Corp

Financial Services
1.09K
+ 5.66%
$91.03 - $98.69 $99.4K - $108K
20.4K $1.94M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.23K
+ 3.67%
$50.85 - $51.35 $164K - $166K
91.2K $4.67M
BDX
Becton Dickinson & CO

Healthcare
648
+ 18.37%
$172.41 - $199.66 $112K - $129K
4.18K $781K
AMAT
Applied Materials Inc

Technology
312
+ 6.42%
$156.25 - $204.95 $48.8K - $63.9K
5.17K $1.06M
WFC
Wells Fargo & Company

Financial Services
1K
+ 5.64%
$77.05 - $85.16 $77.4K - $85.5K
18.8K $1.58M
MDT
Medtronic PLC

Healthcare
681
+ 8.4%
$87.67 - $95.74 $59.7K - $65.2K
8.79K $836K
OMC
Omnicom Group Inc.

Communication Services
910
+ 17.68%
$70.41 - $81.53 $64.1K - $74.2K
6.06K $493K
NVS
Novartis Ag

Healthcare
482
+ 6.37%
$113.5 - $129.73 $54.7K - $62.5K
8.05K $1.03M
COP
Conocophillips

Energy
729
+ 7.72%
$91.0 - $98.99 $66.3K - $72.2K
10.2K $962K
MUB
Ishares National Muni Bond ETF

ETFs
851
+ 7.56%
$103.24 - $106.68 $87.9K - $90.8K
12.1K $1.29M
MCK
Mckesson Corp

Healthcare
73
+ 5.12%
$659.01 - $772.54 $48.1K - $56.4K
1.5K $1.16M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
239
+ 1.36%
$67.21 - $72.65 $16.1K - $17.4K
17.9K $1.3M
SOFI
So Fi Technologies, Inc.

Financial Services
48
+ 0.37%
$17.64 - $29.81 $847 - $1.43K
13K $343K
META
Meta Platforms, Inc.

Communication Services
162
+ 5.08%
$695.21 - $791.73 $113K - $128K
3.35K $2.46M
RTX
Raytheon Technologies Corp

Industrials
129
+ 3.7%
$144.19 - $167.33 $18.6K - $21.6K
3.61K $604K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
79
+ 5.78%
$224.68 - $282.71 $17.7K - $22.3K
1.45K $403K
ADI
Analog Devices Inc

Technology
249
+ 6.49%
$220.68 - $255.63 $54.9K - $63.7K
4.09K $1M
BAC
Bank Of America Corp

Financial Services
755
+ 6.38%
$44.92 - $52.42 $33.9K - $39.6K
12.6K $649K
EMB
Ishares Tr

ETFs
489
+ 3.55%
$91.52 - $95.59 $44.8K - $46.7K
14.3K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
367
+ 20.48%
$211.65 - $238.24 $77.7K - $87.4K
2.16K $474K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
84
+ 1.29%
$134.94 - $145.86 $11.3K - $12.3K
6.59K $959K
XOM
Exxon Mobil Corp

Energy
414
+ 6.79%
$105.83 - $117.22 $43.8K - $48.5K
6.51K $734K
DSI
Ishares Msci Kld 400 Social Et

ETFs
97
+ 1.49%
$115.96 - $125.95 $11.2K - $12.2K
6.62K $833K
APH
Amphenol Corp

Technology
27
+ 1.04%
$97.39 - $125.4 $2.63K - $3.39K
2.62K $324K
PINC
Premier, Inc.

Healthcare
83
+ 0.79%
$20.88 - $28.25 $1.73K - $2.34K
10.6K $293K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
73
+ 0.33%
$36.04 - $38.78 $2.63K - $2.83K
21.9K $846K
IQV
Iqvia Holdings Inc.

Healthcare
106
+ 8.17%
$157.68 - $200.82 $16.7K - $21.3K
1.4K $266K
USXF
Ishares Esg Advanced Msci Usa

Technology
147
+ 1.08%
$53.69 - $57.31 $7.89K - $8.42K
13.8K $790K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$546.99 - $602.2 $547 - $602
1.08K $646K
Activity Summary
Buys All Purchases 95 New Holdings 15 Increased Positions 80 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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