Keystone Financial Group Purchases in Q3 2025

Keystone Financial Group

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.6K
+ 6.89%
$108.46 - $120.63 $174K - $193K
24.9K $2.96M
RODM
Hartford Multifactor Developed

ETFs
5.33K
New
$33.53 - $35.95 $179K - $192K
5.33K $189K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.4K
New
$40.94 - $42.85 $180K - $189K
4.4K $185K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.31K
+ 6.06%
$52.12 - $55.33 $173K - $183K
58K $3.21M
DEO
Diageo PLC

Consumer Defensive
1.88K
+ 23.66%
$93.64 - $115.33 $176K - $216K
9.8K $935K
FTV
Fortive Corp

Technology
3.6K
+ 55.0%
$46.55 - $53.34 $168K - $192K
10.1K $497K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.35K
+ 76.3%
N/A
5.43K $406K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.77K
New
$86.92 - $99.32 $154K - $175K
1.77K $172K
UNP
Union Pacific Corp

Industrials
721
New
$214.91 - $237.16 $155K - $171K
721 $170K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.9K
+ 3.49%
$82.96 - $95.7 $157K - $182K
56.2K $5.05M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.31K
New
$50.52 - $50.75 $167K - $168K
3.31K $168K
LRGF
Ishares Tr

ETFs
2.43K
New
$64.13 - $69.24 $156K - $168K
2.43K $167K
FTNT
Fortinet, Inc.

Technology
1.97K
New
$74.39 - $107.65 $146K - $212K
1.97K $165K
TXN
Texas Instruments Inc

Technology
840
+ 61.45%
N/A
2.21K $429K
ALB
Albemarle Corp

Basic Materials
1.98K
New
$62.9 - $88.1 $125K - $175K
1.98K $160K
JHMM
John Hancock Multifactor Mid C

ETFs
2.48K
New
$61.22 - $65.26 $152K - $162K
2.48K $160K
FYX
First Tr Small Cap Core Alphad

ETFs
1.43K
+ 10.61%
$96.35 - $111.0 $138K - $159K
14.9K $1.62M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.91K
+ 19.48%
$16.46 - $17.1 $147K - $152K
54.6K $929K
LMT
Lockheed Martin Corp

Industrials
289
+ 10.3%
$410.74 - $499.21 $119K - $144K
3.1K $1.55M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.3K
+ 43.16%
$57.1 - $70.52 $131K - $162K
7.64K $455K
LPLA
Lpl Financial Holdings Inc.

Financial Services
407
New
$332.69 - $399.0 $135K - $162K
407 $135K
RSP
Invesco S&P 500 Equal Weight E

ETFs
646
+ 3.55%
$181.56 - $190.33 $117K - $123K
18.8K $3.57M
CGUS
Capital Group Core Equity ETF
2.92K
+ 5.53%
$36.89 - $39.72 $108K - $116K
55.7K $2.2M
BOTZ
Global X Fds

ETFs
3.26K
+ 16.81%
$32.14 - $35.96 $105K - $117K
22.6K $801K
UBER
Uber Technologies, Inc

Technology
1.15K
+ 47.9%
$86.91 - $99.57 $100K - $115K
3.56K $349K
GILD
Gilead Sciences, Inc.

Healthcare
990
+ 28.76%
$108.22 - $120.47 $107K - $119K
4.43K $491K
AGNC
Agnc Investment Corp.

Real Estate
10.7K
New
$9.2 - $10.37 $98.9K - $111K
10.7K $105K
VONE
Vanguard Russell 1000 ETF

ETFs
345
+ 3.85%
$280.68 - $303.97 $96.8K - $105K
9.31K $2.81M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.03K
+ 23.04%
$50.53 - $50.82 $103K - $103K
10.8K $550K
IRM
Iron Mountain Inc

Real Estate
1K
+ 37.33%
$89.46 - $104.46 $89.5K - $104K
3.68K $375K
STN
Stantec Inc

Industrials
954
New
$105.75 - $112.26 $101K - $107K
954 $102K
IBM
International Business Machines Corp

Technology
355
+ 6.84%
$234.77 - $292.47 $83.3K - $104K
5.54K $1.56M
KO
Coca Cola CO

Consumer Defensive
1.53K
+ 4.5%
$65.67 - $71.67 $101K - $110K
35.6K $2.36M
IYH
Ishares Tr

ETFs
1.72K
New
$54.36 - $58.96 $93.5K - $101K
1.72K $100K
ROUS
Hartford Multifactor Us Equity

ETFs
1.62K
New
$53.3 - $57.49 $86.2K - $93K
1.62K $93K
NEE
Nextera Energy Inc

Utilities
1.23K
+ 8.06%
$69.77 - $77.54 $86.1K - $95.7K
16.6K $1.25M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.58K
+ 23.39%
$41.53 - $66.18 $65.5K - $104K
8.31K $471K
EVRG
Evergy, Inc.

Utilities
1.16K
+ 36.11%
$67.73 - $76.02 $78.6K - $88.2K
4.37K $332K
TJX
Tjx Companies Inc

Consumer Cyclical
596
+ 8.09%
$121.35 - $144.54 $72.3K - $86.1K
7.96K $1.15M
AIQ
Global X Funds Global X Artifi

ETFs
1.67K
+ 12.51%
$43.2 - $49.66 $72.2K - $83K
15K $742K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
3.58K
+ 40.59%
$20.56 - $31.65 $73.6K - $113K
12.4K $261K
SLV
I Shares Silver Trust

ETFs
1.71K
+ 11.8%
$32.73 - $42.5 $55.8K - $72.5K
16.2K $685K
FVD
First Tr Value Line Divid Inde

ETFs
1.55K
+ 5.87%
$44.73 - $46.86 $69.4K - $72.7K
28K $1.29M
IXN
Ishares Global Information Tec

ETFs
687
+ 3.05%
$91.28 - $103.32 $62.7K - $71K
23.2K $2.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
246
+ 22.4%
$265.78 - $299.3 $65.4K - $73.6K
1.34K $366K
FNDF
Schwab Fundamental Intl Large

ETFs
1.55K
+ 11.74%
$39.84 - $43.15 $61.8K - $66.9K
14.8K $633K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
151
+ 1.01%
$393.18 - $439.39 $59.4K - $66.3K
15K $6.55M
QUAL
Ishares Msci Usa Quality Facto

ETFs
338
+ 1.7%
$182.33 - $194.5 $61.6K - $65.7K
20.3K $3.94M
AVGO
Broadcom Inc.

Technology
191
+ 2.55%
$264.74 - $369.57 $50.6K - $70.6K
7.69K $2.54M
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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