Keystone Financial Group Purchases in Q3 2025

Keystone Financial Group

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
13.5K
+ 17.64%
$38.58 - $58.24 $521K - $786K
90K $3.53M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.06K
+ 8.22%
$236.25 - $257.69 $486K - $530K
27.1K $6.94M
CVX
Chevron Corp

Energy
3.31K
+ 15.25%
$145.57 - $161.83 $482K - $536K
25K $3.89M
IONQ
Ion Q, Inc.

Technology
7.99K
+ 27.13%
$36.79 - $75.14 $294K - $600K
37.4K $2.3M
IDXX
Idexx Laboratories Inc

Healthcare
733
New
$514.61 - $682.78 $377K - $500K
733 $468K
NKE
Nike, Inc.

Consumer Cyclical
6.51K
+ 13.85%
$69.24 - $79.24 $450K - $516K
53.5K $3.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.59K
+ 43.2%
$224.68 - $282.71 $356K - $448K
5.25K $1.47M
PM
Philip Morris International Inc.

Consumer Defensive
2.71K
+ 16.25%
$157.77 - $183.27 $428K - $497K
19.4K $3.14M
IVV
Ishares Core S&P 500 ETF

ETFs
655
+ 5.36%
$620.67 - $670.08 $407K - $439K
12.9K $8.62M
RH
Rh

Consumer Cyclical
2.05K
+ 26.35%
$187.54 - $251.0 $384K - $514K
9.81K $1.99M
MP
Mp Materials Corp.

Basic Materials
6.04K
New
$30.03 - $77.13 $181K - $465K
6.04K $404K
PRME
Prime Medicine, Inc.
70.9K
New
$2.73 - $5.56 $193K - $394K
70.9K $392K
SPMD
Spdr Portfolio

ETFs
6.61K
+ 167.91%
$54.43 - $58.29 $360K - $385K
10.5K $603K
DIS
Walt Disney CO

Communication Services
3.06K
+ 9.46%
$112.25 - $124.0 $343K - $379K
35.4K $4.05M
VUG
Vanguard Growth ETF

ETFs
705
+ 4.02%
$433.97 - $484.08 $306K - $341K
18.2K $8.74M
PANW
Palo Alto Networks Inc

Technology
1.65K
+ 19.66%
$167.06 - $208.19 $275K - $343K
10K $2.04M
ABBV
Abb Vie Inc.

Healthcare
1.39K
+ 7.62%
$184.85 - $231.54 $257K - $323K
19.7K $4.55M
HEI
Heico Corp

Industrials
1K
New
$304.5 - $337.56 $305K - $338K
1K $322K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.13K
+ 6.07%
$135.0 - $146.02 $288K - $312K
37.3K $5.43M
IEFA
Ishares Tr

ETFs
3.39K
+ 14.81%
$81.7 - $87.53 $277K - $296K
26.2K $2.29M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
9.84K
New
$28.77 - $29.79 $283K - $293K
9.84K $291K
CSCO
Cisco Systems, Inc.

Technology
4.23K
+ 18.72%
$66.2 - $71.79 $280K - $304K
26.8K $1.83M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.93K
+ 41.29%
$68.24 - $73.73 $268K - $290K
13.4K $987K
HSY
Hershey CO

Consumer Defensive
1.53K
New
$161.95 - $193.45 $248K - $296K
1.53K $286K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.67K
+ 42.12%
$47.11 - $48.77 $267K - $277K
19.1K $927K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
8K
New
$14.71 - $34.49 $118K - $276K
8K $275K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
11.9K
+ 8.37%
$21.77 - $22.57 $259K - $268K
154K $3.46M
VTV
Vanguard Value ETF

ETFs
1.43K
+ 2.37%
$175.51 - $186.57 $251K - $267K
61.7K $11.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
13.4K
New
$10.78 - $19.82 $145K - $266K
13.4K $262K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.41K
New
$53.81 - $57.52 $237K - $253K
4.41K $253K
EPD
Enterprise Products Partners L.P.

Energy
8.08K
+ 21.48%
$30.74 - $32.14 $248K - $260K
45.7K $1.43M
SLB
Schlumberger Limited

Energy
7.08K
+ 111.96%
$32.37 - $37.31 $229K - $264K
13.4K $460K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.14K
+ 71.11%
$42.26 - $47.16 $217K - $242K
12.4K $573K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
15.9K
New
$14.33 - $15.08 $227K - $239K
15.9K $237K
VXF
Vanguard Extended Market ETF

ETFs
1.11K
+ 67.43%
$193.58 - $213.07 $216K - $237K
2.77K $579K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.23K
New
$67.48 - $71.55 $218K - $231K
3.23K $228K
CMI
Cummins Inc

Industrials
541
New
$327.85 - $426.39 $177K - $231K
541 $228K
TGT
Target Corp

Consumer Defensive
2.52K
New
$86.56 - $107.43 $218K - $271K
2.52K $226K
RIO
Rio Tinto PLC

Basic Materials
3.39K
New
$57.66 - $66.01 $196K - $224K
3.39K $223K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.07K
New
$39.37 - $44.24 $200K - $224K
5.07K $222K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
3.79K
New
$53.93 - $57.58 $204K - $218K
3.79K $213K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.43K
New
$60.3 - $77.46 $207K - $266K
3.43K $211K
FXI
Ishares Tr

ETFs
5.08K
New
$36.18 - $41.62 $184K - $211K
5.08K $208K
URA
Global X Uranium ETF

ETFs
4.35K
New
$36.45 - $50.4 $159K - $219K
4.35K $207K
PPL
Ppl Corp

Utilities
5.46K
New
$33.54 - $37.24 $183K - $203K
5.46K $202K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.62K
+ 17.33%
$118.3 - $142.16 $192K - $231K
11K $1.33M
ACM
Aecom

Industrials
1.49K
New
$111.08 - $132.99 $166K - $198K
1.49K $194K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
317
+ 0.92%
$567.77 - $614.76 $180K - $195K
34.7K $21.3M
VPN
Global X Fds Data Ctr Reits &

ETFs
11.9K
New
N/A
11.9K $190K
Activity Summary
Buys All Purchases 282 New Holdings 53 Increased Positions 229 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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