Keystone Financial Services Reduced Holdings in Q3 2025

Keystone Financial Services

  • $300 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-486
- 17.39%
$303.93 - $329.86 $148K - $160K
2.31K $757K
CI
Cigna Corp

Healthcare
-20
- 2.61%
$262.23 - $334.39 $5.24K - $6.69K
747 $215K
INGR
Ingredion Inc

Consumer Defensive
-48
- 2.08%
$121.01 - $138.21 $5.81K - $6.63K
2.26K $276K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-969
- 14.27%
$62.54 - $68.42 $60.6K - $66.3K
5.82K $392K
VRSN
Verisign Inc

Technology
-73
- 6.82%
$263.02 - $305.98 $19.2K - $22.3K
997 $278K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-320
- 4.8%
$85.01 - $90.35 $27.2K - $28.9K
6.35K $567K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-179
- 3.41%
$102.4 - $103.88 $18.3K - $18.6K
5.08K $524K
ZBRA
Zebra Technologies Corp

Technology
-4
- 0.49%
$296.92 - $341.36 $1.19K - $1.37K
814 $241K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-413
- 2.41%
$22.64 - $23.22 $9.35K - $9.59K
16.7K $386K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-15
- 0.56%
$79.9 - $92.0 $1.2K - $1.38K
2.66K $212K
WMB
Williams Companies, Inc.

Energy
-23
- 0.58%
$56.52 - $64.01 $1.3K - $1.47K
3.96K $250K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13
- 0.23%
$39.8 - $42.86 $517 - $557
5.72K $244K
NTRS
Northern Trust Corp

Financial Services
-53
- 2.1%
$123.6 - $134.6 $6.55K - $7.13K
2.47K $332K
INTC
Intel Corp

Technology
-3.46K
- 29.38%
$19.31 - $35.5 $66.8K - $123K
8.32K $279K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-132
- 3.97%
$89.29 - $100.17 $11.8K - $13.2K
3.19K $319K
HBI
Hanesbrands Inc.

Consumer Cyclical
-186
- 1.28%
$4.07 - $6.59 $757 - $1.23K
14.3K $94K
ENB
Enbridge Inc

Energy
-5
- 0.07%
$43.79 - $50.46 $219 - $252
7.13K $359K
C
Citigroup Inc

Financial Services
-15
- 0.59%
$85.57 - $103.49 $1.28K - $1.55K
2.53K $256K
XLK
Technology Sector Spdr

ETFs
-40
- 1.97%
$250.97 - $282.66 $10K - $11.3K
2K $562K
WMG
Warner Music Group Corp.

Communication Services
-44
- 0.46%
$27.83 - $34.24 $1.22K - $1.51K
9.58K $326K
ALLE
Allegion PLC

Industrials
-14
- 0.58%
$145.55 - $179.33 $2.04K - $2.51K
2.41K $426K
EFG
Msci Eafe Growth ETF

ETFs
-482
- 0.6%
$106.99 - $114.46 $51.6K - $55.2K
79.9K $9.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-478
- 3.5%
$10.78 - $19.82 $5.15K - $9.47K
13.2K $257K
IYW
Ishares Dj Us Tech ETF

ETFs
-940
- 2.54%
$171.38 - $197.01 $161K - $185K
36.1K $7.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-406
- 1.06%
$620.67 - $670.08 $252K - $272K
38K $25.4M
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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