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
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
VOOG
Vanguard S&P 500 Growth ETF

ETFs
151
+ 1.01%
$393.18 - $439.39 $59.4K - $66.3K
15K $6.55M
FNDF
Schwab Fundamental Intl Large

ETFs
1.55K
+ 11.74%
$39.84 - $43.15 $61.8K - $66.9K
14.8K $633K
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
XLE
Energy Sector Spdr

ETFs
678
+ 2.86%
$84.25 - $91.99 $57.1K - $62.4K
24.4K $2.18M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.42K
+ 5.65%
$39.8 - $42.86 $56.6K - $60.9K
26.6K $1.14M
KR
Kroger CO

Consumer Defensive
826
+ 7.79%
$64.52 - $74.35 $53.3K - $61.4K
11.4K $770K
FTCS
First Trust Capital Strength E

ETFs
586
+ 4.67%
$89.72 - $93.74 $52.6K - $54.9K
13.1K $1.23M
GLW
Corning Inc

Technology
650
+ 13.61%
$51.6 - $82.03 $33.5K - $53.3K
5.43K $445K
VOOV
Vanguard S&P 500 Value ETF

ETFs
269
+ 1.15%
$187.97 - $199.47 $50.6K - $53.7K
23.6K $4.7M
XOM
Exxon Mobil Corp

Energy
468
+ 0.93%
$105.83 - $117.22 $49.5K - $54.9K
50.6K $5.71M
KMB
Kimberly Clark Corp

Consumer Defensive
423
+ 13.27%
$121.72 - $136.77 $51.5K - $57.9K
3.61K $448K
XLI
Industrial Sector Spdr

ETFs
325
+ 5.87%
$147.94 - $154.99 $48.1K - $50.4K
5.86K $904K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.1K
+ 17.61%
$45.6 - $46.92 $50K - $51.4K
7.32K $341K
DUK
Duke Energy Corp

Utilities
387
+ 3.58%
$116.31 - $125.93 $45K - $48.7K
11.2K $1.38M
VOT
Vanguard Mid Cap Growth Index

ETFs
161
+ 21.16%
$282.75 - $294.19 $45.5K - $47.4K
922 $270K
ADBE
Adobe Inc.

Technology
133
+ 13.85%
$333.65 - $392.1 $44.4K - $52.1K
1.09K $385K
PAVE
Global X Fds Us Infrastructure

ETFs
980
+ 12.81%
$44.02 - $47.63 $43.1K - $46.7K
8.63K $410K
GLD
Spdr Gold Trust

ETFs
127
+ 3.75%
$300.96 - $355.47 $38.2K - $45.1K
3.52K $1.25M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
370
+ 8.68%
$109.47 - $119.06 $40.5K - $44.1K
4.63K $548K
VSDA
Victory Portfolios Ii Victorys

ETFs
814
+ 3.81%
$51.99 - $54.89 $42.3K - $44.7K
22.2K $1.19M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
500
+ 8.35%
$81.76 - $86.36 $40.9K - $43.2K
6.49K $550K
COST
Costco Wholesale Corp

Consumer Defensive
45
+ 3.45%
$915.95 - $994.57 $41.2K - $44.8K
1.35K $1.25M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
340
+ 1.28%
$100.63 - $112.27 $34.2K - $38.2K
27K $2.98M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
375
+ 4.03%
$99.12 - $99.52 $37.2K - $37.3K
9.68K $963K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
81
+ 1.45%
$435.72 - $463.74 $35.3K - $37.6K
5.66K $2.63M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.2K
+ 7.94%
$29.12 - $29.34 $35K - $35.2K
16.3K $478K
VEA
Vanguard Ftse Developed Market

ETFs
533
+ 2.77%
$56.02 - $60.3 $29.9K - $32.1K
19.8K $1.18M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
650
+ 9.28%
$46.51 - $50.07 $30.2K - $32.5K
7.65K $359K
MGV
Vanguard Mega Cap Value

ETFs
225
+ 4.32%
$129.46 - $137.85 $29.1K - $31K
5.44K $748K
VB
Vanguard Small Cap ETF

ETFs
110
+ 0.55%
$237.58 - $259.17 $26.1K - $28.5K
20.1K $5.12M
ORCL
Oracle Corp

Technology
98
+ 1.52%
$218.96 - $328.33 $21.5K - $32.2K
6.56K $1.85M
SWK
Stanley Black & Decker, Inc.

Industrials
338
+ 7.41%
$66.98 - $79.52 $22.6K - $26.9K
4.9K $364K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
123
+ 6.99%
$190.8 - $204.83 $23.5K - $25.2K
1.88K $384K
ADI
Analog Devices Inc

Technology
91
+ 10.26%
$220.68 - $255.63 $20.1K - $23.3K
978 $240K
DKNG
Draft Kings Inc.

Consumer Cyclical
586
+ 1.85%
$37.4 - $48.23 $21.9K - $28.3K
32.2K $1.21M
AEP
American Electric Power CO Inc

Utilities
189
+ 1.95%
$103.26 - $115.0 $19.5K - $21.7K
9.89K $1.11M
VZ
Verizon Communications Inc

Communication Services
481
+ 1.69%
$40.84 - $45.06 $19.6K - $21.7K
28.9K $1.27M
ENB
Enbridge Inc

Energy
397
+ 1.78%
$43.79 - $50.46 $17.4K - $20K
22.7K $1.15M
MS
Morgan Stanley

Financial Services
103
+ 6.45%
$139.09 - $161.16 $14.3K - $16.6K
1.7K $270K
AMGN
Amgen Inc

Healthcare
62
+ 4.27%
$271.18 - $309.22 $16.8K - $19.2K
1.51K $426K
UNH
Unitedhealth Group Inc

Healthcare
51
+ 3.08%
$237.77 - $353.61 $12.1K - $18K
1.71K $589K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
196
+ 1.76%
$78.88 - $85.2 $15.5K - $16.7K
11.3K $946K
MPC
Marathon Petroleum Corp

Energy
81
+ 0.93%
$158.59 - $198.69 $12.8K - $16.1K
8.79K $1.69M
BMY
Bristol Myers Squibb CO

Healthcare
332
+ 4.88%
$43.31 - $48.98 $14.4K - $16.3K
7.14K $321K
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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