Keystone Financial Services Incresed Positions 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
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
AVGO
Broadcom Inc.

Technology
1.66K
+ 58.87%
$146.29 - $275.65 $243K - $458K
4.49K $1.24M
MSFT
Microsoft Corp

Technology
428
+ 12.51%
$354.56 - $497.45 $152K - $213K
3.85K $1.91M
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
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
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
VRSN
Verisign Inc

Technology
58
+ 5.73%
$234.49 - $288.8 $13.6K - $16.8K
1.07K $309K
ALLE
Allegion PLC

Industrials
141
+ 6.19%
$118.52 - $145.64 $16.7K - $20.5K
2.42K $348K
QCOM
Qualcomm Inc

Technology
223
+ 11.77%
$124.66 - $159.48 $27.8K - $35.6K
2.12K $337K
RTO
Rentokil Initial PLC

Industrials
900
+ 7.9%
$19.89 - $24.42 $17.9K - $22K
12.3K $295K
ELV
Elevance Health, Inc.

Healthcare
260
+ 17.58%
$372.27 - $452.69 $96.8K - $118K
1.74K $676K
OMC
Omnicom Group Inc.

Communication Services
1.05K
+ 25.75%
$69.22 - $79.77 $73K - $84.1K
5.15K $370K
ENB
Enbridge Inc

Energy
473
+ 7.1%
$41.09 - $47.16 $19.4K - $22.3K
7.14K $323K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.14K
+ 7.13%
$22.54 - $23.17 $25.7K - $26.4K
17.1K $393K
FISV
Fiserv Inc

Technology
191
+ 11.0%
N/A
1.93K $241K
INGR
Ingredion Inc

Consumer Defensive
140
+ 6.45%
$123.22 - $140.95 $17.3K - $19.7K
2.31K $313K
CI
Cigna Corp

Healthcare
54
+ 7.57%
$301.89 - $340.04 $16.3K - $18.4K
767 $253K
WBD
Warner Bros. Discovery, Inc.

Communication Services
720
+ 5.56%
$7.69 - $11.46 $5.54K - $8.25K
13.7K $156K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
431
+ 1.92%
$22.43 - $23.23 $9.67K - $10K
22.9K $531K
Dimensional ETF Trust
4
+ 0.11%
N/A
3.58K $0
Blackrock ETF Trust Ii
2.98K
+ 5.18%
N/A
60.5K $0
CMCSA
Comcast Corp

Communication Services
588
+ 2.3%
$32.84 - $36.72 $19.3K - $21.6K
26.2K $934K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
129
+ 5.06%
$78.47 - $92.25 $10.1K - $11.9K
2.68K $217K
WMG
Warner Music Group Corp.

Communication Services
342
+ 3.69%
$25.91 - $31.32 $8.86K - $10.7K
9.62K $262K
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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