Keystone Financial Services Purchases in Q4 2024

Keystone Financial Services

  • $258 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
843
+ 1.02%
$570.51 - $610.59 $481K - $515K
83.8K $49.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.55K
+ 1.25%
$94.43 - $105.47 $240K - $269K
207K $21M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
28.6K
New
$33.92 - $36.6 $969K - $1.05M
28.6K $987K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.11K
+ 1.2%
$49.03 - $53.35 $201K - $219K
346K $17.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
934
New
$521.84 - $558.82 $487K - $522K
934 $503K
DFAX
Dimensional ETF Tr
19K
New
$24.76 - $27.04 $471K - $515K
19K $473K
IYW
Ishares Dj Us Tech ETF

ETFs
474
+ 1.05%
$148.14 - $166.23 $70.2K - $78.8K
45.8K $7.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.52K
New
$201.32 - $217.44 $305K - $330K
1.52K $313K
JPM
Jpmorgan Chase & CO

Financial Services
121
+ 1.44%
$205.18 - $250.29 $24.8K - $30.3K
8.51K $2.04M
GOOG
Alphabet Inc.

Communication Services
98
+ 0.94%
$163.08 - $198.16 $16K - $19.4K
10.6K $2.01M
RTO
Rentokil Initial PLC

Industrials
9.34K
New
$22.92 - $26.98 $214K - $252K
9.34K $236K
BIO
Bio Rad Laboratories, Inc.

Healthcare
719
New
$313.15 - $374.28 $225K - $269K
719 $236K
WMB
Williams Companies, Inc.

Energy
4.11K
New
$46.37 - $59.74 $191K - $246K
4.11K $222K
FLS
Flowserve Corp

Industrials
3.7K
New
$51.87 - $62.0 $192K - $229K
3.7K $212K
SNV
Synovus Financial Corp

Financial Services
4.09K
New
$42.5 - $58.73 $174K - $240K
4.09K $209K
MA
Mastercard Inc

Financial Services
398
New
$491.3 - $536.15 $196K - $213K
398 $209K
SCHW
Schwab Charles Corp

Financial Services
310
+ 1.69%
$63.31 - $82.85 $19.6K - $25.7K
18.7K $1.38M
AVGO
Broadcom Inc.

Technology
325
+ 21.1%
$159.67 - $250.0 $51.9K - $81.3K
1.87K $432K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.5K
+ 1.5%
$176.42 - $186.91 $264K - $280K
102K $18.1M
V
Visa Inc.

Financial Services
10
+ 0.32%
$273.87 - $320.91 $2.74K - $3.21K
3.1K $980K
MCK
Mckesson Corp

Healthcare
37
+ 2.74%
$482.27 - $628.5 $17.8K - $23.3K
1.39K $790K
SOFI
So Fi Technologies, Inc.

Financial Services
543
+ 4.3%
$7.63 - $16.88 $4.14K - $9.17K
13.2K $202K
BDX
Becton Dickinson & CO

Healthcare
579
+ 19.32%
$220.02 - $243.75 $127K - $141K
3.58K $811K
BK
Bank Of New York Mellon Corp

Financial Services
287
+ 2.57%
$70.82 - $81.87 $20.3K - $23.5K
11.4K $879K
KMX
Carmax Inc

Consumer Cyclical
206
+ 1.73%
$71.11 - $87.2 $14.6K - $18K
12.1K $989K
BAC
Bank Of America Corp

Financial Services
356
+ 3.24%
$39.22 - $47.77 $14K - $17K
11.3K $497K
DDOG
Datadog, Inc.

Technology
51
+ 2.9%
$113.98 - $168.65 $5.81K - $8.6K
1.81K $258K
IEMG
Ishares Inc

ETFs
782
+ 1.25%
N/A
63.5K $3.41M
NTRS
Northern Trust Corp

Financial Services
69
+ 2.86%
$88.4 - $111.16 $6.1K - $7.67K
2.48K $254K
VRSN
Verisign Inc

Technology
80
+ 7.57%
$176.68 - $206.96 $14.1K - $16.6K
1.14K $235K
PM
Philip Morris International Inc.

Consumer Defensive
369
+ 3.54%
$118.38 - $133.06 $43.7K - $49.1K
10.8K $1.3M
PODD
Insulet Corp

Healthcare
25
+ 2.77%
$227.79 - $275.7 $5.69K - $6.89K
927 $242K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
170
+ 2.34%
$442.29 - $483.08 $75.2K - $82.1K
7.44K $3.37M
CBSH
Commerce Bancshares Inc

Financial Services
256
+ 7.06%
$57.04 - $74.36 $14.6K - $19K
3.88K $241K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
6
+ 0.03%
$62.07 - $66.61 $372 - $400
19K $1.22M
ICVT
Ishares Tr Convertible Bond Et

ETFs
170
+ 5.56%
$83.09 - $89.28 $14.1K - $15.2K
3.23K $274K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.19%
$567.81 - $607.81 $1.14K - $1.22K
1.04K $609K
COP
Conocophillips

Energy
422
+ 8.96%
$95.12 - $114.72 $40.1K - $48.4K
5.13K $508K
TROW
Price T Rowe Group Inc

Financial Services
44
+ 2.33%
$106.48 - $124.69 $4.69K - $5.49K
1.93K $218K
USXF
Ishares Esg Advanced Msci Usa

Technology
6
+ 0.04%
$48.45 - $52.57 $291 - $315
17K $846K
WMG
Warner Music Group Corp.

Communication Services
432
+ 4.36%
$30.73 - $33.67 $13.3K - $14.5K
10.3K $320K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3
+ 0.04%
$107.41 - $115.71 $322 - $347
7.24K $797K
PK
Park Hotels & Resorts Inc.

Real Estate
308
+ 2.88%
$13.68 - $15.82 $4.21K - $4.87K
11K $154K
Arista Networks Inc
2.34K
New
N/A
2.34K $0
Blackrock ETF Trust Ii
358
+ 0.65%
N/A
55.2K $0
MSFT
Microsoft Corp

Technology
49
+ 1.81%
$406.35 - $454.46 $19.9K - $22.3K
2.76K $1.16M
IFRA
Ishares Tr

ETFs
488
+ 1.1%
$45.94 - $51.71 $22.4K - $25.2K
44.8K $2.07M
RTX
Raytheon Technologies Corp

Industrials
37
+ 1.03%
$114.45 - $127.21 $4.23K - $4.71K
3.64K $420K
ORCL
Oracle Corp

Technology
155
+ 1.32%
$165.41 - $192.43 $25.6K - $29.8K
11.9K $1.99M
Activity Summary
Buys All Purchases 72 New Holdings 12 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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