Keystone Financial Services Incresed Positions in Q3 2025

Keystone Financial Services

  • $300 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.1%
$617.65 - $666.84 $618 - $667
1.03K $688K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$567.77 - $614.76 $568 - $615
936 $573K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
151
+ 1.84%
$39.06 - $43.42 $5.9K - $6.56K
8.34K $361K
UL
Unilever PLC

Consumer Defensive
1.18K
+ 7.76%
$58.43 - $65.01 $68.9K - $76.7K
16.4K $971K
NFG
National Fuel Gas CO

Energy
37
+ 1.24%
$82.19 - $93.72 $3.04K - $3.47K
3.01K $278K
MA
Mastercard Inc

Financial Services
32
+ 8.23%
$550.18 - $598.96 $17.6K - $19.2K
421 $239K
PEP
Pepsico Inc

Consumer Defensive
25
+ 1.21%
$133.81 - $152.16 $3.35K - $3.8K
2.1K $294K
SNY
Sanofi

Healthcare
771
+ 5.4%
$45.07 - $51.35 $34.7K - $39.6K
15K $709K
QCOM
Qualcomm Inc

Technology
25
+ 1.18%
$145.84 - $173.55 $3.65K - $4.34K
2.14K $356K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
492
+ 2.15%
$22.89 - $23.7 $11.3K - $11.7K
23.4K $550K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
74
+ 1.33%
$71.6 - $76.11 $5.3K - $5.63K
5.65K $427K
V
Visa Inc.

Financial Services
151
+ 5.25%
$332.09 - $358.86 $50.1K - $54.2K
3.03K $1.03M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8
+ 1.13%
$301.44 - $365.84 $2.41K - $2.93K
714 $231K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
92
+ 1.95%
$46.86 - $48.27 $4.31K - $4.44K
4.81K $231K
ABC
Amerisourcebergen Corp

Healthcare
39
+ 3.61%
N/A
1.12K $207K
DIS
Walt Disney CO

Communication Services
188
+ 11.52%
$112.25 - $124.0 $21.1K - $23.3K
1.82K $208K
FISV
Fiserv Inc

Technology
46
+ 2.39%
N/A
1.97K $247K
EPR
Epr Properties

Real Estate
101
+ 2.83%
$52.58 - $61.21 $5.31K - $6.18K
3.67K $212K
Dimensional ETF Trust
35
+ 0.98%
N/A
3.62K $0
Blackrock ETF Trust
9.16K
+ 8.42%
N/A
118K $0
Blackrock ETF Trust
8.42K
+ 3.51%
N/A
248K $0
Blackrock ETF Trust Ii
2.13K
+ 3.52%
N/A
62.7K $0
Arista Networks Inc
6
+ 0.25%
N/A
2.4K $0
GWRE
Guidewire Software, Inc.

Technology
8
+ 0.79%
$207.82 - $261.88 $1.66K - $2.1K
1.03K $235K
CMCSA
Comcast Corp

Communication Services
2.42K
+ 9.26%
$31.41 - $36.33 $76.1K - $88.1K
28.6K $898K
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 4.79%
$5364.25 - $5815.92 $91.2K - $98.9K
372 $2.01M
ELV
Elevance Health, Inc.

Healthcare
194
+ 11.16%
$274.66 - $395.76 $53.3K - $76.8K
1.93K $624K
PM
Philip Morris International Inc.

Consumer Defensive
833
+ 7.48%
$157.77 - $183.27 $131K - $153K
12K $1.94M
KMX
Carmax Inc

Consumer Cyclical
804
+ 6.46%
$44.86 - $71.57 $36.1K - $57.5K
13.3K $594K
Activity Summary
Buys All Purchases 95 New Holdings 15 Increased Positions 80 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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