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
WEC
Wec Energy Group, Inc.

Utilities
123
+ 4.04%
$103.66 - $114.59 $12.8K - $14.1K
3.17K $363K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
315
+ 3.15%
$45.26 - $46.63 $14.3K - $14.7K
10.3K $477K
VFVA
Vanguard Wellington Fd U S Val

ETFs
105
+ 1.34%
$116.21 - $129.7 $12.2K - $13.6K
7.96K $1.02M
MLPA
Global X Mlp ETF

ETFs
300
+ 6.08%
$48.25 - $51.56 $14.5K - $15.5K
5.24K $253K
UITB
Usaa ETF Tr Core Intermediate

ETFs
291
+ 3.02%
$46.38 - $47.74 $13.5K - $13.9K
9.93K $471K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
200
+ 4.28%
$72.01 - $74.44 $14.4K - $14.9K
4.87K $357K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
155
+ 1.47%
N/A
10.7K $915K
CORP
Pimco Investment Grade Corp Bd

ETFs
129
+ 4.65%
$95.87 - $99.18 $12.4K - $12.8K
2.91K $286K
BX
Blackstone Inc.

Financial Services
67
+ 1.79%
$152.77 - $188.68 $10.2K - $12.6K
3.81K $650K
MGC
Vanguard Mega Cap ETF

ETFs
46
+ 2.84%
$224.2 - $245.55 $10.3K - $11.3K
1.67K $406K
SOXX
Ishares Semiconductor ETF

ETFs
35
+ 0.74%
$236.93 - $271.12 $8.29K - $9.49K
4.78K $1.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
48
+ 3.29%
$185.88 - $207.44 $8.92K - $9.96K
1.51K $302K
MO
Altria Group, Inc.

Consumer Defensive
139
+ 1.12%
$57.75 - $67.68 $8.03K - $9.41K
12.5K $827K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
157
+ 1.29%
$49.43 - $54.52 $7.76K - $8.56K
12.3K $665K
VBR
Vanguard Small Cap Value ETF

ETFs
36
+ 2.53%
$195.41 - $212.37 $7.03K - $7.65K
1.46K $304K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
48
+ 0.49%
$148.97 - $165.88 $7.15K - $7.96K
9.94K $1.64M
EBS
Emergent Bio Solutions Inc.

Healthcare
950
+ 3.13%
$5.63 - $9.32 $5.35K - $8.85K
31.3K $275K
SHOP
Shopify Inc.

Technology
47
+ 2.67%
$112.11 - $157.12 $5.27K - $7.38K
1.81K $268K
VCIT
Vanguard Intermediate Term Cor

ETFs
68
+ 1.19%
$81.75 - $84.54 $5.56K - $5.75K
5.77K $485K
BST
Black Rock Science & Technology Trust

Financial Services
150
+ 2.23%
$38.01 - $41.55 $5.7K - $6.23K
6.88K $284K
D
Dominion Energy, Inc

Utilities
104
+ 0.61%
$56.32 - $62.1 $5.86K - $6.46K
17.2K $1.05M
XLY
Select Sector Spdr Consumer Di

ETFs
25
+ 1.58%
$216.09 - $242.18 $5.4K - $6.05K
1.61K $385K
MMM
3 M CO

Industrials
40
+ 0.48%
$144.41 - $160.2 $5.78K - $6.41K
8.35K $1.3M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
250
+ 2.16%
$18.82 - $19.8 $4.71K - $4.95K
11.9K $230K
WM
Waste Management Inc

Industrials
26
+ 0.95%
$213.88 - $237.1 $5.56K - $6.16K
2.75K $607K
MA
Mastercard Inc

Financial Services
8
+ 0.65%
$550.18 - $598.96 $4.4K - $4.79K
1.25K $709K
V
Visa Inc.

Financial Services
11
+ 0.15%
$332.09 - $358.86 $3.65K - $3.95K
7.3K $2.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 1.12%
$404.94 - $499.99 $4.05K - $5K
903 $437K
WFC
Wells Fargo & Company

Financial Services
52
+ 0.79%
$77.05 - $85.16 $4.01K - $4.43K
6.6K $553K
TROW
Price T Rowe Group Inc

Financial Services
30
+ 0.83%
$98.67 - $111.52 $2.96K - $3.35K
3.66K $375K
SONO
Sonos Inc

Technology
171
+ 1.04%
$10.36 - $15.8 $1.77K - $2.7K
16.6K $261K
BB
Blackberry LTD

Technology
700
+ 1.02%
$3.58 - $5.0 $2.51K - $3.5K
69.1K $337K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
407
+ 1.92%
$4.73 - $8.22 $1.93K - $3.35K
21.6K $140K
KKR
Kkr & Co. Inc.

Financial Services
24
+ 1.11%
$129.95 - $152.16 $3.12K - $3.65K
2.19K $284K
UL
Unilever PLC

Consumer Defensive
32
+ 0.15%
$58.43 - $65.01 $1.87K - $2.08K
21.5K $1.27M
COP
Conocophillips

Energy
19
+ 0.67%
$91.0 - $98.99 $1.73K - $1.88K
2.87K $271K
CTBI
Community Trust Bancorp Inc

Financial Services
20
+ 0.2%
$53.0 - $58.84 $1.06K - $1.18K
10.2K $568K
DGRO
Ishares Core Dividend Growth E

ETFs
25
+ 0.05%
$64.12 - $68.08 $1.6K - $1.7K
50.8K $3.46M
SCCO
Southern Copper Corp

Basic Materials
20
+ 0.94%
$90.54 - $121.36 $1.81K - $2.43K
2.14K $259K
O
Realty Income Corp

Real Estate
38
+ 0.38%
$56.13 - $60.79 $2.13K - $2.31K
9.95K $604K
NTR
Nutrien Ltd.

Basic Materials
23
+ 0.65%
$55.69 - $62.11 $1.28K - $1.43K
3.56K $209K
USFR
Wisdomtree Floating Rate Treas

ETFs
51
+ 1.07%
$50.23 - $50.48 $2.56K - $2.57K
4.81K $241K
MDLZ
Mondelez International, Inc.

Consumer Defensive
15
+ 0.29%
$60.9 - $70.75 $914 - $1.06K
5.19K $324K
BEN
Franklin Resources Inc

Financial Services
51
+ 0.55%
$23.13 - $26.03 $1.18K - $1.33K
9.26K $214K
RSG
Republic Services, Inc.

Industrials
5
+ 0.53%
$225.33 - $246.01 $1.13K - $1.23K
944 $216K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.05%
$259.49 - $300.41 $778 - $901
5.75K $1.73M
Albemarle Corp
775
+ 2.72%
N/A
29.2K $0
Ishares Flexible
3.76K
+ 8.35%
N/A
48.8K $0
CSX
Csx Corp

Industrials
1
+ 0.0%
$32.05 - $36.52 $32.1 - $36.5
21.2K $753K
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