The Analysis of Keystone Global Partners, LLC's Holdings
Currently, Keystone Global Partners, LLC holds 54 types of securities in its portfolio with a total value $227.4M. In the most recent quarter, they have increased their positions in XLK (+42.0K shares, valued at $6.0M), GARP (+85.8K shares, valued at $5.8M), VTEB (+111.5K shares, valued at $5.6M); decreased their positions in JQUA (-47.4K shares, valued at $3.0M), VMBS (-56.3K shares, valued at $2.6M), LQD (-8.0K shares, valued at $876.8K); initiated new positions in GARP (+85.8K shares, valued at $5.8M), EWJ (+28.0K shares, valued at $2.3M), SMH (+3.9K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG Schwab US Large Cap Growth ETF698.8K shares21.81%2025-12-312026-01-14
BDYN BlackRock iShares Dynamic Equity Active744.4K shares-0.06%2025-12-312026-01-14 XLF Select STR Financial Select SPDR ETF328.8K shares22.82%2025-12-312026-01-14 VEA Vanguard FTSE Developed Markets ETF251.5K shares6.81%2025-12-312026-01-14 VTEB Vanguard Muni BND Tax Exempt ETF274.4K shares68.48%2025-12-312026-01-14 VGK Vanguard FTSE Europe ETF136.8K shares-2.91%2025-12-312026-01-14 XLK Technology Select Sector SPDR ETF74.0K shares131.39%2025-12-312026-01-14 IVV iShares Core S&P 500 ETF12.6K shares-0.69%2025-12-312026-01-14 XLV Health Care Select SPDR48.5K shares12.01%2025-12-312026-01-14 XLC Communicat SVS SLCT Sec SPDR ETF IV62.3K shares-7.45%2025-12-312026-01-14 XLI INDUSTRIAL SELECT SECTOR SPDR FUND44.0K shares26.06%2025-12-312026-01-14 LQD iShares iBoxx Invt Grade Bond ETF55.8K shares-12.48%2025-12-312026-01-14 URTH iShares MSCI World ETF32.9K shares52.70%2025-12-312026-01-14 FDIS Fidelity MSCI Cons Discr Indx ETF57.3K shares23.56%2025-12-312026-01-14 GARP iShares MSCI USA Quality Garp ETF85.8K sharesnew addition2025-12-312026-01-14 RING iShares MSCI Glo Gold Miners ETF73.9K shares60.84%2025-12-312026-01-14 VMBS Vanguard Mortgage Backed Sec ETF106.4K shares-34.59%2025-12-312026-01-14 IGM iShares Expanded Tech Sector ETF28.0K shares-1.62%2025-12-312026-01-14 SCHR Schwab Intermediate Term US TRS ETF136.0K shares152.99%2025-12-312026-01-14 XAR SPDR S&P Aerospace & Defense ETF13.8K shares9.20%2025-12-312026-01-14 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF12.5K shares8.29%2025-12-312026-01-14 IEFA iShares Core MSCI EAFE ETF33.1K shares-10.48%2025-12-312026-01-14 XLE Energy Select Sector SPDR ETF55.4K shares141.12%2025-12-312026-01-14 NVDA Nvidia Corp12.8K shares-9.67%2025-12-312026-01-14 VTWG Vanguard Russell 2000 Growth ETF10.0K shares-5.78%2025-12-312026-01-14 EWJ iShares Inc MSCI Japan ETF28.0K sharesnew addition2025-12-312026-01-14 VO Vanguard Mid Cap ETF5.4K shares-9.45%2025-12-312026-01-14 SMH Vaneck Semiconductor ETF3.9K sharesnew addition2025-12-312026-01-14 JQUA JPMorgan U.S. Quality Factor ETF21.1K shares-69.24%2025-12-312026-01-14 VIG Vanguard Dividend Appreciation ETF5.7K shares-2.13%2025-12-312026-01-14 AAPL Apple Inc4.6K shares-0.17%2025-12-312026-01-14 SCHQ Schwab Long Term US Treasury ETF33.5K shares-34.22%2025-12-312026-01-14 TSLA Tesla Inc2.3K shares0.00%2025-12-312026-01-14 MSFT Microsoft Corp2.0K shares0.00%2025-12-312026-01-14 SPY SPDR S&P 500 ETF1.3K shares0.00%2025-12-312026-01-14 EMB iShares JPMorgan Usd MTS Bond ETF8.9K sharesnew addition2025-12-312026-01-14 CMF iShares California Muni Bond ETF13.2K shares37.76%2025-12-312026-01-14 GBTC Grayscale Bitcoin TR BTC10.1K shares0.00%2025-12-312026-01-14 SHOP Shopify Inc F Class A3.5K shares0.00%2025-12-312026-01-14 VYM Vanguard High Dividend Yield ETF3.8K shares0.00%2025-12-312026-01-14 BND Vanguard Total Bond Market ETF6.6K shares0.44%2025-12-312026-01-14 NYF iShares New York Muni Bond ETF8.2K shares2.25%2025-12-312026-01-14 GLD SPDR Gold Shares ETF998 shares0.00%2025-12-312026-01-14 SCHH Charles Schwab US REIT ETF16.3K shares-0.02%2025-12-312026-01-14 AMZN Amazon.Com Inc1.4K shares0.00%2025-12-312026-01-14 EFA iShares MSCI EAFE ETF3.3K shares-1.42%2025-12-312026-01-14 Broadcom Inc Broadcom Inc831 shares0.00%2025-12-312026-01-14 META Meta Platforms Inc394 shares0.00%2025-12-312026-01-14 MDY SPDR S&P Midcap 400 ETF339 shares0.00%2025-12-312026-01-14 TLT ISHARES 20 PLS YEAR TREASURY BND ETF28.0K shares-50.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available