Keystone Financial Services Sells in Q2 2025

Keystone Financial Services

  • $276 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-34.6K
- 47.41%
$498.8 - $620.9 $17.3M - $21.5M
38.4K $23.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-104K
- 93.89%
$50.08 - $63.14 $5.22M - $6.59M
6.79K $428K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.19K
- 16.47%
$483.48 - $539.8 $576K - $643K
6.04K $2.93M
IAU
Ishares Gold Trust

ETFs
-15.6K
- 26.61%
$56.1 - $64.74 $874K - $1.01M
43K $2.68M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.36K
- 26.12%
$83.97 - $92.85 $198K - $219K
6.67K $588K
BDX
Becton Dickinson & CO

Healthcare
-48
- 1.34%
$165.15 - $226.42 $7.93K - $10.9K
3.53K $607K
USXF
Ishares Esg Advanced Msci Usa

Technology
-6.66K
- 32.77%
$41.54 - $53.93 $276K - $359K
13.7K $736K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.74K
- 45.18%
$78.98 - $90.1 $216K - $247K
3.32K $299K
IYW
Ishares Dj Us Tech ETF

ETFs
-10K
- 21.31%
$122.57 - $173.27 $1.23M - $1.74M
37K $6.41M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.31K
- 25.07%
$29.12 - $35.84 $213K - $262K
21.9K $783K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.61K
- 25.47%
$46.41 - $47.7 $74.8K - $76.9K
4.72K $224K
DFAX
Dimensional ETF Tr
-4.44K
- 23.82%
$23.37 - $29.39 $104K - $130K
14.2K $417K
V
Visa Inc.

Financial Services
-206
- 6.69%
$308.27 - $373.31 $63.5K - $76.9K
2.87K $1.02M
ZBRA
Zebra Technologies Corp

Technology
-257
- 23.91%
$213.54 - $309.26 $54.9K - $79.5K
818 $252K
EBAY
Ebay Inc

Consumer Cyclical
-1.81K
- 13.02%
$59.52 - $79.36 $108K - $144K
12.1K $900K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.69K
- 22.79%
$32.66 - $40.75 $55.3K - $68.9K
5.73K $232K
ORCL
Oracle Corp

Technology
-4.27K
- 36.76%
$122.82 - $218.63 $524K - $933K
7.34K $1.6M
MUB
Ishares National Muni Bond ETF

ETFs
-10
- 0.09%
$102.31 - $105.8 $1.02K - $1.06K
11.3K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-200
- 15.67%
$416.06 - $551.64 $83.2K - $110K
1.08K $593K
MA
Mastercard Inc

Financial Services
-12
- 2.99%
$479.92 - $590.74 $5.76K - $7.09K
389 $218K
WMB
Williams Companies, Inc.

Energy
-107
- 2.62%
$54.33 - $62.87 $5.81K - $6.73K
3.98K $249K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-353
- 5.96%
$59.98 - $74.92 $21.2K - $26.4K
5.57K $414K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-406
- 4.73%
$30.87 - $39.17 $12.5K - $15.9K
8.19K $320K
PODD
Insulet Corp

Healthcare
-67
- 7.28%
$238.57 - $327.47 $16K - $21.9K
853 $267K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-592
- 8.32%
$91.62 - $116.16 $54.2K - $68.8K
6.52K $757K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-415
- 6.0%
$108.06 - $135.3 $44.8K - $56.1K
6.5K $879K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.19K
- 6.31%
$53.69 - $67.27 $63.7K - $79.8K
17.6K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
-31
- 1.1%
$243.75 - $303.93 $7.56K - $9.42K
2.8K $849K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3
- 0.22%
$141.37 - $228.57 $424 - $686
1.37K $309K
SOFI
So Fi Technologies, Inc.

Financial Services
-119
- 0.91%
$9.5 - $18.21 $1.13K - $2.17K
13K $236K
META
Meta Platforms, Inc.

Communication Services
-405
- 11.28%
$484.66 - $738.09 $196K - $299K
3.19K $2.35M
IVW
Ishares S&P 500 Growth ETF

ETFs
-28.2K
- 13.35%
$82.96 - $110.1 $2.34M - $3.1M
183K $20.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-881
- 3.32%
$180.84 - $240.32 $159K - $212K
25.7K $6.17M
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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