Keystone Financial Group Purchases in Q4 2024

Keystone Financial Group

  • $973 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VFVA
Vanguard Wellington Fd U S Val

ETFs
8.02K
New
$117.34 - $130.02 $941K - $1.04M
8.02K $949K
VEA
Vanguard Ftse Developed Market

ETFs
19.8K
New
$47.57 - $52.44 $943K - $1.04M
19.8K $947K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
10.2K
New
$84.34 - $95.14 $858K - $967K
10.2K $887K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
10.7K
New
$78.43 - $87.17 $842K - $936K
10.7K $860K
GOOGL
Alphabet Inc.

Communication Services
1.13K
+ 4.15%
$161.86 - $196.66 $182K - $222K
28.3K $5.35M
TFLO
Ishares Treasury Floating Rate

ETFs
16.8K
New
$50.37 - $50.63 $846K - $851K
16.8K $848K
VEU
Vanguard Ftse All World Ex Us

ETFs
14.6K
New
$57.29 - $63.1 $835K - $920K
14.6K $837K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.32K
+ 7.54%
$442.29 - $483.08 $1.03M - $1.12M
33.1K $15M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
45.6K
New
$17.93 - $18.8 $818K - $858K
45.6K $831K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.2K
New
$34.13 - $37.35 $826K - $904K
24.2K $826K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
6.77K
+ 275.1%
$87.56 - $119.8 $593K - $811K
9.24K $1.01M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.87K
New
N/A
8.87K $761K
VONG
Vanguard Russell 1000 Growth E

ETFs
7.23K
New
$95.27 - $107.82 $688K - $779K
7.23K $746K
DNP
Dnp Select Income Fund Inc

Financial Services
84.2K
New
$8.82 - $9.96 $743K - $839K
84.2K $742K
DKNG
Draft Kings Inc.

Consumer Cyclical
20.2K
+ 171.88%
$35.32 - $44.84 $715K - $908K
32K $1.19M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
27.7K
New
$25.3 - $26.31 $701K - $729K
27.7K $708K
MGV
Vanguard Mega Cap Value

ETFs
5.55K
New
$124.06 - $133.48 $689K - $741K
5.55K $693K
SIZE
Ishares Msci Usa Size Factor E

ETFs
4.58K
New
$146.95 - $158.89 $673K - $728K
4.58K $680K
VTHR
Vanguard Russell 3000 ETF

ETFs
2.62K
New
$251.33 - $271.45 $657K - $710K
2.62K $679K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.64K
New
$69.58 - $74.87 $671K - $722K
9.64K $674K
EMLP
First Tr Exchange Traded Iv

ETFs
18.4K
New
$33.69 - $38.24 $620K - $703K
18.4K $655K
FDX
Fedex Corp

Industrials
2.27K
+ 157.71%
$260.5 - $305.15 $592K - $693K
3.71K $1.04M
CGDV
Capital Group Divid Value ETF

ETFs
18.3K
New
$35.16 - $37.12 $644K - $680K
18.3K $645K
ABNB
Airbnb, Inc.

Consumer Cyclical
4.71K
+ 114.42%
$125.36 - $147.37 $591K - $694K
8.83K $1.16M
VV
Vanguard Large Cap ETF

ETFs
2.32K
New
$260.27 - $280.65 $604K - $651K
2.32K $625K
FDL
First Tr Morningstar Dividend

ETFs
15.3K
New
$39.59 - $43.95 $605K - $671K
15.3K $615K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
10.2K
New
$55.58 - $62.6 $565K - $637K
10.2K $611K
PG
Procter & Gamble CO

Consumer Defensive
4.78K
+ 13.2%
$161.05 - $179.7 $770K - $859K
41K $6.87M
TJX
Tjx Companies Inc

Consumer Cyclical
4.92K
+ 192.97%
$112.15 - $127.2 $551K - $625K
7.47K $901K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.4K
New
$44.04 - $49.49 $592K - $665K
13.4K $591K
AVGO
Broadcom Inc.

Technology
738
+ 10.89%
$159.67 - $250.0 $118K - $185K
7.51K $1.74M
AXON
Axon Enterprise, Inc.

Industrials
938
New
$399.22 - $689.78 $374K - $647K
938 $557K
CTBI
Community Trust Bancorp Inc

Financial Services
10.5K
New
$47.28 - $60.9 $495K - $638K
10.5K $555K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.6K
New
$198.04 - $221.51 $514K - $575K
2.6K $546K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
23.6K
New
$22.39 - $23.45 $529K - $554K
23.6K $542K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.21K
New
$58.88 - $64.8 $542K - $597K
9.21K $542K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.09K
New
$87.1 - $98.49 $531K - $600K
6.09K $532K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
8.15K
New
$64.34 - $70.57 $524K - $575K
8.15K $532K
LMT
Lockheed Martin Corp

Industrials
1.35K
+ 108.12%
$479.66 - $614.62 $645K - $827K
2.59K $1.26M
RLY
Ssga Active ETF Tr

ETFs
19.4K
New
$26.85 - $29.18 $522K - $567K
19.4K $525K
IAU
Ishares Gold Trust

ETFs
10.5K
New
$48.37 - $52.65 $508K - $553K
10.5K $520K
VCIT
Vanguard Intermediate Term Cor

ETFs
6.46K
New
$80.13 - $83.77 $517K - $541K
6.46K $518K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.06K
New
$100.22 - $100.73 $508K - $510K
5.06K $508K
BOTZ
Global X Fds

ETFs
15.2K
New
$31.11 - $34.18 $473K - $520K
15.2K $486K
MUB
Ishares National Muni Bond ETF

ETFs
4.46K
New
$105.78 - $108.7 $472K - $485K
4.46K $475K
AVUV
American Centy ETF Tr Avantis

ETFs
4.92K
New
$94.37 - $106.41 $464K - $524K
4.92K $475K
AIQ
Global X Funds Global X Artifi

ETFs
12K
New
$36.57 - $40.57 $438K - $486K
12K $462K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.62K
New
$99.2 - $108.47 $458K - $501K
4.62K $460K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
12.6K
New
$35.31 - $38.83 $444K - $488K
12.6K $459K
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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