Keystone Financial Group Purchases in Q4 2024

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.9K
New
$113.92 - $127.38 $2.83M - $3.17M
24.9K $2.86M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
26.6K
New
$105.45 - $117.99 $2.81M - $3.14M
26.6K $2.82M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
44.9K
+ 152.33%
$55.73 - $66.16 $2.5M - $2.97M
74.3K $4.48M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
128K
New
$21.43 - $22.55 $2.75M - $2.89M
128K $2.76M
XLE
Energy Sector Spdr

ETFs
31.5K
New
$83.32 - $97.27 $2.62M - $3.06M
31.5K $2.7M
XLF
Financial Sector Spdr

ETFs
53.9K
New
$44.89 - $51.34 $2.42M - $2.77M
53.9K $2.61M
BA
Boeing CO

Industrials
12.9K
+ 114.53%
$138.14 - $180.72 $1.78M - $2.33M
24.1K $4.27M
AMD
Advanced Micro Devices Inc

Technology
34.4K
+ 88.29%
$118.88 - $172.8 $4.09M - $5.94M
73.3K $8.86M
DIS
Walt Disney CO

Communication Services
20.1K
+ 207.85%
$92.39 - $117.6 $1.86M - $2.37M
29.8K $3.32M
XLK
Technology Sector Spdr

ETFs
10.1K
New
$220.26 - $241.44 $2.23M - $2.45M
10.1K $2.36M
RDVY
First Trust Rising Dividend Ac

ETFs
38.4K
New
$58.65 - $64.37 $2.25M - $2.47M
38.4K $2.27M
ABT
Abbott Laboratories

Healthcare
19.8K
+ 118.11%
$111.93 - $119.39 $2.22M - $2.37M
36.6K $4.14M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
26.2K
New
$84.54 - $91.18 $2.21M - $2.39M
26.2K $2.22M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
61K
New
$35.45 - $40.33 $2.16M - $2.46M
61K $2.19M
RH
Rh

Consumer Cyclical
5.24K
+ 302.89%
$311.9 - $446.04 $1.63M - $2.34M
6.97K $2.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.7K
New
$126.68 - $134.74 $2.12M - $2.26M
16.7K $2.14M
JNJ
Johnson & Johnson

Healthcare
17.8K
+ 69.01%
$143.34 - $165.86 $2.55M - $2.95M
43.5K $6.29M
IXN
Ishares Global Information Tec

ETFs
24.8K
New
$80.67 - $87.84 $2M - $2.18M
24.8K $2.11M
LOW
Lowes Companies Inc

Consumer Cyclical
9.89K
+ 69.82%
$244.52 - $284.07 $2.42M - $2.81M
24.1K $5.94M
VONE
Vanguard Russell 1000 ETF

ETFs
7.68K
New
$257.18 - $277.76 $1.97M - $2.13M
7.68K $2.05M
NKE
Nike, Inc.

Consumer Cyclical
27.4K
+ 271.4%
$73.36 - $89.13 $2.01M - $2.44M
37.5K $2.84M
FMB
First Tr Exchange Traded Fd Ii

ETFs
36.8K
New
$50.62 - $52.07 $1.87M - $1.92M
36.8K $1.88M
SCHG
Schwab Strategic Tr Us Large C

ETFs
65.6K
New
$25.93 - $105.3 $1.7M - $6.91M
65.6K $1.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.8K
New
$96.64 - $101.23 $1.72M - $1.8M
17.8K $1.73M
IEFA
Ishares Tr

ETFs
24.2K
New
$70.06 - $77.43 $1.69M - $1.87M
24.2K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
4.35K
+ 71.43%
$385.02 - $431.37 $1.67M - $1.87M
10.4K $4.06M
XLI
Industrial Sector Spdr

ETFs
11.8K
New
$131.76 - $143.99 $1.56M - $1.71M
11.8K $1.56M
LNC
Lincoln National Corp

Financial Services
49K
+ 462.58%
$30.46 - $36.84 $1.49M - $1.8M
59.6K $1.89M
VGT
Vanguard Information Technolog

ETFs
2.36K
New
$571.78 - $647.97 $1.35M - $1.53M
2.36K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.3K
New
$61.68 - $67.87 $1.38M - $1.51M
22.3K $1.39M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.92K
New
$129.96 - $144.97 $1.29M - $1.44M
9.92K $1.38M
FYX
First Tr Small Cap Core Alphad

ETFs
13.7K
New
$96.51 - $110.53 $1.32M - $1.51M
13.7K $1.38M
IEMG
Ishares Inc

ETFs
24.8K
New
N/A
24.8K $1.33M
GOOG
Alphabet Inc.

Communication Services
2.17K
+ 6.08%
$163.08 - $198.16 $354K - $430K
37.9K $7.21M
XLU
Utilities Sector Spdr

ETFs
16K
New
$74.89 - $82.93 $1.2M - $1.33M
16K $1.21M
CGUS
Capital Group Core Equity ETF
34.1K
New
$33.96 - $36.24 $1.16M - $1.24M
34.1K $1.19M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.44K
New
$316.94 - $357.88 $1.09M - $1.23M
3.44K $1.18M
XLG
Invesco Exchange Traded Fd Tr

ETFs
23.5K
New
$46.94 - $51.62 $1.1M - $1.21M
23.5K $1.17M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
11.3K
New
$99.0 - $99.5 $1.12M - $1.12M
11.3K $1.12M
SOXX
Ishares Semiconductor ETF

ETFs
5.1K
New
$211.27 - $239.8 $1.08M - $1.22M
5.1K $1.1M
FTCS
First Trust Capital Strength E

ETFs
12.5K
New
$87.62 - $94.03 $1.09M - $1.17M
12.5K $1.1M
VSDA
Victory Portfolios Ii Victorys

ETFs
21.2K
New
$50.67 - $55.17 $1.07M - $1.17M
21.2K $1.08M
VFMV
Vanguard Wellington Fd

ETFs
8.93K
New
$120.0 - $127.93 $1.07M - $1.14M
8.93K $1.08M
PANW
Palo Alto Networks Inc

Technology
6.8K
+ 669.09%
$181.96 - $405.9 $1.24M - $2.76M
7.81K $1.42M
FVD
First Tr Value Line Divid Inde

ETFs
24.3K
New
$43.4 - $46.7 $1.05M - $1.13M
24.3K $1.06M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
40.2K
New
$22.75 - $25.31 $915K - $1.02M
40.2K $991K
XLV
Select Sector Spdr Fund Health

ETFs
7.12K
New
$136.28 - $154.74 $970K - $1.1M
7.12K $979K
FV
First Trust Dorsey Wright Focu

ETFs
16.1K
New
$57.47 - $62.82 $928K - $1.01M
16.1K $953K
NFLX
Netflix Inc

Communication Services
592
+ 25.55%
$687.65 - $936.56 $407K - $554K
2.91K $2.59M
Activity Summary
Buys All Purchases 330 New Holdings 223 Increased Positions 107 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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