Keystone Financial Services, LLC Purchases in Q4 2024

Keystone Financial Services, LLC

  • $109 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
37.6K
New
$340.59 - $380.5 $12.8M - $14.3M
37.6K $13.8B
PVAL
Putnam ETF Tr Putnam Focused L
304K
New
$36.85 - $39.99 $11.2M - $12.2M
304K $11.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
163K
New
$66.77 - $71.52 $10.9M - $11.7M
163K $11.2B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
284K
New
$28.48 - $29.56 $8.09M - $8.4M
284K $8.32B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
117K
New
$54.15 - $58.81 $6.34M - $6.88M
117K $6.35B
JPSE
J P Morgan Diversified Return

ETFs
125K
New
$46.77 - $51.7 $5.83M - $6.44M
125K $5.83B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
151K
New
$26.93 - $84.95 $4.07M - $12.8M
151K $4.13B
Capital Grp Fixed Incm ETF T
146K
New
N/A
146K $3.77B
VOE
Vanguard Mid Cap Value Index F

ETFs
23.2K
New
$160.89 - $176.18 $3.73M - $4.09M
23.2K $3.75B
IVV
Ishares Core S&P 500 ETF

ETFs
6.35K
New
$570.51 - $610.59 $3.62M - $3.88M
6.35K $3.74B
JPIE
J P Morgan Exchange Traded Fd
79.1K
New
$45.59 - $46.25 $3.61M - $3.66M
79.1K $3.61B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
63.4K
New
$50.37 - $50.6 $3.19M - $3.21M
63.4K $3.19B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
68.6K
New
$43.84 - $48.76 $3.01M - $3.34M
68.6K $3.02B
CGMS
Capital Grp Core Plus Income E
107K
New
N/A
107K $2.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.65K
New
$481.22 - $538.17 $2.72M - $3.04M
5.65K $2.89B
JHMM
John Hancock Multifactor Mid C

ETFs
36.2K
New
$59.61 - $64.8 $2.16M - $2.35M
36.2K $2.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.22K
New
$442.29 - $483.08 $1.87M - $2.04M
4.22K $1.91B
FTCS
First Trust Capital Strength E

ETFs
12.9K
New
$87.62 - $94.03 $1.13M - $1.22M
12.9K $1.14B
AAPL
Apple Inc.

Technology
4.45K
New
$221.69 - $259.02 $987K - $1.15M
4.45K $1.12B
NVDA
Nvidia Corp

Technology
7.6K
New
$117.0 - $148.88 $889K - $1.13M
7.6K $1.02B
RDVY
First Trust Rising Dividend Ac

ETFs
14.8K
New
$58.65 - $64.37 $867K - $951K
14.8K $874M
ILCB
Ishares Morningstar U.S. Equit

ETFs
10.7K
New
$78.43 - $84.56 $840K - $905K
10.7K $869M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
39.4K
New
$17.11 - $20.73 $675K - $818K
39.4K $737M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.1K
New
$61.68 - $67.87 $685K - $753K
11.1K $692M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
9.33K
New
$62.09 - $82.32 $579K - $768K
9.33K $623M
AMZN
Amazon Com Inc

Consumer Cyclical
2.68K
New
$180.88 - $232.93 $484K - $624K
2.68K $587M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
16K
New
$35.45 - $40.33 $567K - $645K
16K $574M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.9K
New
$264.18 - $304.19 $501K - $577K
1.9K $531M
CGGR
Capital Group Growth ETF Shs C

ETFs
12.6K
New
$34.49 - $39.24 $435K - $495K
12.6K $469M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.73K
New
$241.48 - $274.89 $418K - $476K
1.73K $439M
XOM
Exxon Mobil Corp

Energy
3.99K
New
$105.51 - $125.37 $421K - $500K
3.99K $429M
OSEA
Harbor ETF Tr Harbor Intl Comp
15.6K
New
N/A
15.6K $403M
VO
Vanguard Mid Cap ETF

ETFs
1.5K
New
$261.5 - $284.63 $392K - $427K
1.5K $396M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
611
New
$521.84 - $558.82 $319K - $341K
611 $329M
VB
Vanguard Small Cap ETF

ETFs
1.35K
New
$233.76 - $261.58 $315K - $352K
1.35K $324M
SOFI
So Fi Technologies, Inc.

Financial Services
17.9K
New
$7.63 - $16.88 $136K - $301K
17.9K $275M
SPY
Spdr S&P 500 ETF Trust

ETFs
455
New
$567.81 - $607.81 $258K - $277K
455 $267M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.64K
New
$99.2 - $108.47 $262K - $286K
2.64K $263M
TSLA
Tesla, Inc.

Consumer Cyclical
608
New
$213.65 - $479.86 $130K - $292K
608 $246M
HTAB
Hartford Fds Exchange Traded

ETFs
12.7K
New
$19.26 - $19.88 $244K - $252K
12.7K $245M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.86K
New
$80.18 - $88.79 $229K - $254K
2.86K $231M
MRVL
Marvell Technology, Inc.

Technology
2.03K
New
$70.31 - $124.78 $142K - $253K
2.03K $224M
MSFT
Microsoft Corp

Technology
479
New
$406.35 - $454.46 $195K - $218K
479 $202M
Activity Summary
Buys All Purchases 44 New Holdings 44 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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