Keystone Financial Group Incresed Positions in Q3 2024

Keystone Financial Group

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
18K
+ 8.58%
$24.09 - $37.95 $432K - $681K
227K $8.45M
TSLA
Tesla, Inc.

Consumer Cyclical
737
+ 2.66%
$191.76 - $263.26 $141K - $194K
28.4K $7.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
572
+ 1.89%
$405.19 - $478.57 $232K - $274K
30.8K $14.2M
LOW
Lowes Companies Inc

Consumer Cyclical
36
+ 0.25%
$213.3 - $270.78 $7.68K - $9.75K
14.2K $3.84M
JNJ
Johnson & Johnson

Healthcare
932
+ 3.76%
$145.48 - $167.38 $136K - $156K
25.7K $4.17M
SO
Southern CO

Utilities
3.97K
+ 56.43%
$77.0 - $90.52 $306K - $359K
11K $992K
NEE
Nextera Energy Inc

Utilities
2.85K
+ 26.12%
$69.9 - $84.97 $199K - $242K
13.8K $1.16M
LLY
Eli Lilly & CO

Healthcare
513
+ 11.97%
$772.14 - $960.02 $396K - $492K
4.8K $4.25M
DE
Deere & CO

Industrials
741
+ 70.37%
$344.84 - $418.0 $256K - $310K
1.79K $748K
PM
Philip Morris International Inc.

Consumer Defensive
188
+ 1.14%
$101.25 - $127.45 $19K - $24K
16.7K $2.03M
PG
Procter & Gamble CO

Consumer Defensive
159
+ 0.44%
$160.76 - $177.82 $25.6K - $28.3K
36.2K $6.27M
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 4.04%
$62.69 - $73.01 $73.3K - $85.4K
30.2K $2.17M
WMT
Walmart Inc.

Consumer Defensive
476
+ 2.4%
$66.91 - $81.4 $31.8K - $38.7K
20.3K $1.64M
IRM
Iron Mountain Inc

Real Estate
1.37K
+ 48.05%
$89.69 - $119.32 $123K - $163K
4.22K $501K
IBM
International Business Machines Corp

Technology
408
+ 12.73%
$175.1 - $223.38 $71.4K - $91.1K
3.61K $798K
XOM
Exxon Mobil Corp

Energy
1.14K
+ 2.28%
$109.72 - $119.0 $125K - $135K
51K $5.97M
DUK
Duke Energy Corp

Utilities
677
+ 7.01%
$99.35 - $117.71 $67.3K - $79.7K
10.3K $1.19M
ORCL
Oracle Corp

Technology
185
+ 3.01%
$125.9 - $170.35 $23.3K - $31.5K
6.34K $1.08M
NSC
Norfolk Southern Corp

Industrials
3
+ 0.05%
$213.75 - $259.69 $641 - $779
5.83K $1.45M
GOLD
Barrick Gold Corp

Basic Materials
845
+ 1.54%
$16.56 - $21.01 $14K - $17.8K
55.6K $1.11M
BX
Blackstone Inc.

Financial Services
578
+ 16.65%
$120.77 - $159.66 $69.8K - $92.3K
4.05K $620K
NKE
Nike, Inc.

Consumer Cyclical
603
+ 6.35%
$71.09 - $89.44 $42.9K - $53.9K
10.1K $891K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 0.44%
$488.01 - $604.18 $4.88K - $6.04K
2.26K $1.32M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.82K
+ 39.92%
$42.59 - $60.56 $163K - $231K
13.4K $675K
RH
Rh

Consumer Cyclical
19
+ 1.11%
$237.89 - $348.93 $4.52K - $6.63K
1.73K $578K
CSCO
Cisco Systems, Inc.

Technology
361
+ 1.45%
$44.74 - $53.22 $16.2K - $19.2K
25.3K $1.35M
AEP
American Electric Power CO Inc

Utilities
164
+ 1.84%
$87.11 - $104.95 $14.3K - $17.2K
9.07K $930K
PEP
Pepsico Inc

Consumer Defensive
310
+ 1.83%
$161.9 - $179.3 $50.2K - $55.6K
17.2K $2.93M
VZ
Verizon Communications Inc

Communication Services
1.24K
+ 5.54%
$38.89 - $45.0 $48.4K - $56K
23.7K $1.06M
DEO
Diageo PLC

Consumer Defensive
285
+ 4.17%
$120.02 - $140.77 $34.2K - $40.1K
7.11K $998K
AVGO
Broadcom Inc.

Technology
6.13K
+ 952.17%
$136.27 - $1745.86 $836K - $10.7M
6.78K $1.17M
MAR
Marriott International Inc

Consumer Cyclical
514
+ 55.15%
$211.35 - $255.11 $109K - $131K
1.45K $359K
COST
Costco Wholesale Corp

Consumer Defensive
119
+ 18.28%
$801.83 - $917.05 $95.4K - $109K
770 $682K
ENB
Enbridge Inc

Energy
1.06K
+ 7.33%
$35.27 - $41.18 $37.2K - $43.5K
15.5K $627K
GLD
Spdr Gold Trust

ETFs
240
+ 12.15%
$215.56 - $246.98 $51.7K - $59.3K
2.22K $538K
D
Dominion Energy, Inc

Utilities
93
+ 0.76%
$48.01 - $58.53 $4.46K - $5.44K
12.4K $714K
CVX
Chevron Corp

Energy
1.65K
+ 11.64%
$137.88 - $161.97 $227K - $266K
15.8K $2.32M
TMO
Thermo Fisher Scientific Inc.

Healthcare
101
+ 13.52%
$531.86 - $624.21 $53.7K - $63K
848 $524K
AXP
American Express CO

Financial Services
182
+ 12.07%
$225.92 - $271.17 $41.1K - $49.4K
1.69K $458K
BTI
British American Tobacco P.L.C.

Consumer Defensive
97
+ 0.56%
$31.07 - $39.36 $3.01K - $3.82K
17.4K $637K
V
Visa Inc.

Financial Services
41
+ 0.57%
$253.74 - $291.56 $10.4K - $12K
7.23K $1.99M
MA
Mastercard Inc

Financial Services
67
+ 5.83%
$429.6 - $500.99 $28.8K - $33.6K
1.22K $600K
AMD
Advanced Micro Devices Inc

Technology
48
+ 0.12%
$128.67 - $183.96 $6.18K - $8.83K
38.9K $6.39M
KR
Kroger CO

Consumer Defensive
168
+ 1.92%
$50.43 - $57.3 $8.47K - $9.63K
8.92K $511K
FIS
Fidelity National Information Services, Inc.

Technology
186
+ 2.74%
$72.8 - $85.04 $13.5K - $15.8K
6.98K $584K
USB
Us Bancorp \De\

Financial Services
6
+ 0.05%
$39.04 - $47.23 $234 - $283
11.5K $527K
MO
Altria Group, Inc.

Consumer Defensive
407
+ 4.87%
$45.95 - $54.71 $18.7K - $22.3K
8.77K $447K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
386
+ 18.48%
$147.95 - $191.05 $57.1K - $73.7K
2.48K $429K
TJX
Tjx Companies Inc

Consumer Cyclical
425
+ 20.02%
$107.93 - $120.23 $45.9K - $51.1K
2.55K $299K
Activity Summary
Buys All Purchases 111 New Holdings 13 Increased Positions 98 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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