Keystone Financial Group Incresed Positions in Q3 2025

Keystone Financial Group

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
PEP
Pepsico Inc

Consumer Defensive
2.95K
+ 18.43%
$133.81 - $152.16 $395K - $449K
19K $2.66M
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
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.13K
+ 6.07%
$135.0 - $146.02 $288K - $312K
37.3K $5.43M
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
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.67K
+ 42.12%
$47.11 - $48.77 $267K - $277K
19.1K $927K
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
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
VXF
Vanguard Extended Market ETF

ETFs
1.11K
+ 67.43%
$193.58 - $213.07 $216K - $237K
2.77K $579K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.62K
+ 17.33%
$118.3 - $142.16 $192K - $231K
11K $1.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
317
+ 0.92%
$567.77 - $614.76 $180K - $195K
34.7K $21.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.6K
+ 6.89%
$108.46 - $120.63 $174K - $193K
24.9K $2.96M
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
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.9K
+ 3.49%
$82.96 - $95.7 $157K - $182K
56.2K $5.05M
RDVY
First Trust Rising Dividend Ac

ETFs
2.53K
+ 6.95%
$62.38 - $67.29 $158K - $170K
38.8K $2.61M
TXN
Texas Instruments Inc

Technology
840
+ 61.45%
N/A
2.21K $429K
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
646
+ 3.55%
$181.56 - $190.33 $117K - $123K
18.8K $3.57M
BOTZ
Global X Fds

ETFs
3.26K
+ 16.81%
$32.14 - $35.96 $105K - $117K
22.6K $801K
CGUS
Capital Group Core Equity ETF
2.92K
+ 5.53%
$36.89 - $39.72 $108K - $116K
55.7K $2.2M
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
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
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
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
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
Track This Portfolio

Track Keystone Financial Group Portfolio

Follow Keystone Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email