Keystone Financial Services New Holdings in Q2 2025

Keystone Financial Services

  • $276 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
88K
New
$50.09 - $51.09 $4.41M - $4.5M
88K $4.5M
AMAT
Applied Materials Inc

Technology
4.86K
New
$126.95 - $183.52 $617K - $892K
4.86K $889K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.26K
New
$102.02 - $103.5 $536K - $544K
5.26K $540K
PEP
Pepsico Inc

Consumer Defensive
2.07K
New
$128.02 - $151.37 $265K - $314K
2.07K $273K
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
706
New
$177.93 - $313.14 $126K - $221K
706 $221K
SNV
Synovus Financial Corp

Financial Services
4.28K
New
$38.27 - $51.75 $164K - $221K
4.28K $221K
BR
Broadridge Financial Solutions, Inc.

Technology
863
New
$217.22 - $246.25 $187K - $213K
863 $209K
NI
Nisource Inc.

Utilities
5.14K
New
$37.11 - $40.64 $191K - $209K
5.14K $207K
EPR
Epr Properties

Real Estate
3.57K
New
$43.53 - $59.11 $155K - $211K
3.57K $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
Blackrock ETF Trust
109K
New
N/A
109K $0
Blackrock ETF Trust
240K
New
N/A
240K $0
Arista Networks Inc
2.4K
New
N/A
2.4K $0
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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