Keystone Financial Services Reduced Holdings in Q1 2025

Keystone Financial Services

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-10.8K
- 12.86%
$554.06 - $615.85 $5.97M - $6.64M
73K $41M
EFG
Msci Eafe Growth ETF

ETFs
-54.8K
- 41.02%
$96.1 - $106.37 $5.27M - $5.83M
78.8K $7.88M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-114K
- 16.95%
$44.72 - $46.25 $5.08M - $5.25M
557K $25.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-28.6K
- 76.02%
$85.29 - $92.57 $2.44M - $2.65M
9.03K $822K
EFV
Msci Eafe Value ETF

ETFs
-66.3K
- 24.51%
$51.88 - $60.73 $3.44M - $4.03M
204K $12M
MBB
Ishares Tr

ETFs
-15K
- 21.42%
$90.37 - $94.08 $1.35M - $1.41M
55K $5.16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-18K
- 13.92%
$54.25 - $57.64 $975K - $1.04M
111K $6.12M
GOOG
Alphabet Inc.

Communication Services
-363
- 3.44%
$156.06 - $207.71 $56.6K - $75.4K
10.2K $1.59M
ORCL
Oracle Corp

Technology
-317
- 2.66%
$139.81 - $186.47 $44.3K - $59.1K
11.6K $1.62M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-30
- 8.22%
$4295.4 - $5141.88 $129K - $154K
335 $1.54M
ZBRA
Zebra Technologies Corp

Technology
-89
- 7.65%
$271.72 - $421.11 $24.2K - $37.5K
1.08K $303K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.26K
- 27.59%
$63.91 - $70.19 $144K - $158K
5.93K $399K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-4.73K
- 17.42%
$22.42 - $23.22 $106K - $110K
22.4K $517K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-197
- 1.04%
$59.79 - $67.15 $11.8K - $13.2K
18.8K $1.14M
KMX
Carmax Inc

Consumer Cyclical
-283
- 2.34%
$69.25 - $89.19 $19.6K - $25.2K
11.8K $920K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-121
- 1.67%
$101.98 - $115.66 $12.3K - $14K
7.12K $728K
WFC
Wells Fargo & Company

Financial Services
-1.14K
- 6.14%
$66.78 - $81.42 $75.9K - $92.6K
17.4K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
-28
- 1.77%
$190.26 - $242.06 $5.33K - $6.78K
1.55K $295K
SOFI
So Fi Technologies, Inc.

Financial Services
-79
- 0.6%
$11.18 - $18.03 $883 - $1.42K
13.1K $152K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-228
- 8.21%
$87.72 - $111.91 $20K - $25.5K
2.55K $230K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-24
- 1.72%
$165.25 - $224.62 $3.97K - $5.39K
1.37K $227K
PK
Park Hotels & Resorts Inc.

Real Estate
-807
- 7.34%
$10.68 - $14.19 $8.62K - $11.5K
10.2K $108K
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.23K
- 7.81%
$5.76 - $8.6 $7.08K - $10.6K
14.5K $83K
QCOM
Qualcomm Inc

Technology
-257
- 11.94%
$151.94 - $175.86 $39K - $45.2K
1.9K $291K
INGR
Ingredion Inc

Consumer Defensive
-222
- 9.28%
$125.6 - $137.36 $27.9K - $30.5K
2.17K $293K
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 0.67%
$551.42 - $612.93 $3.86K - $4.29K
1.03K $577K
WMG
Warner Music Group Corp.

Communication Services
-1.06K
- 10.25%
$29.3 - $36.3 $31K - $38.4K
9.28K $290K
ENB
Enbridge Inc

Energy
-936
- 12.32%
$41.54 - $45.45 $38.9K - $42.5K
6.66K $295K
CMCSA
Comcast Corp

Communication Services
-199
- 0.77%
$33.19 - $38.23 $6.6K - $7.61K
25.6K $944K
FISV
Fiserv Inc

Technology
-180
- 9.39%
N/A
1.74K $217K
EBAY
Ebay Inc

Consumer Cyclical
-1.59K
- 10.27%
$61.61 - $70.93 $98K - $113K
13.9K $941K
OMC
Omnicom Group Inc.

Communication Services
-38
- 0.92%
$79.43 - $88.34 $3.02K - $3.36K
4.09K $339K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.56K
- 10.76%
$9.47 - $11.46 $14.8K - $17.9K
13K $138K
CBSH
Commerce Bancshares Inc

Financial Services
-242
- 6.23%
$58.85 - $68.59 $14.2K - $16.6K
3.64K $226K
NTRS
Northern Trust Corp

Financial Services
-12
- 0.48%
$96.09 - $113.81 $1.15K - $1.37K
2.47K $243K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-612
- 9.88%
$42.3 - $53.69 $25.9K - $32.9K
5.58K $290K
PODD
Insulet Corp

Healthcare
-7
- 0.76%
$237.06 - $288.29 $1.66K - $2.02K
920 $241K
BK
Bank Of New York Mellon Corp

Financial Services
-953
- 8.32%
$75.42 - $88.95 $71.9K - $84.8K
10.5K $880K
CI
Cigna Corp

Healthcare
-104
- 12.73%
$274.49 - $329.0 $28.5K - $34.2K
713 $234K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-129
- 1.48%
$32.74 - $36.2 $4.22K - $4.67K
8.59K $300K
DFAX
Dimensional ETF Tr
-399
- 2.1%
$24.45 - $27.2 $9.76K - $10.9K
18.6K $488K
VRSN
Verisign Inc

Technology
-125
- 10.99%
$205.1 - $254.74 $25.6K - $31.8K
1.01K $256K
WMB
Williams Companies, Inc.

Energy
-24
- 0.58%
$54.02 - $61.09 $1.3K - $1.47K
4.09K $244K
RTX
Raytheon Technologies Corp

Industrials
-275
- 7.56%
$114.1 - $135.66 $31.4K - $37.3K
3.36K $445K
SCHW
Schwab Charles Corp

Financial Services
-231
- 1.24%
$71.24 - $83.64 $16.5K - $19.3K
18.5K $1.44M
SNY
Sanofi

Healthcare
-97
- 0.7%
$48.15 - $59.42 $4.67K - $5.76K
13.8K $764K
V
Visa Inc.

Financial Services
-22
- 0.71%
$306.92 - $362.71 $6.75K - $7.98K
3.08K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-206
- 2.77%
$442.66 - $534.52 $91.2K - $110K
7.23K $3.85M
Activity Summary
Buys All Purchases 44 New Holdings 10 Increased Positions 34 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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