The Analysis of Keystone Financial Group, Inc.'s Holdings

Currently, Keystone Financial Group, Inc. holds 136 types of securities in its portfolio with a total value $191.0M. In the most recent quarter, they have increased their positions in VSDM (+30.9K shares, valued at $2.4M), IXUS (+23.6K shares, valued at $2.0M), DFAC (+42.4K shares, valued at $1.7M); decreased their positions in FBK (-6.2K shares, valued at $346.2K), SCHZ (-9.4K shares, valued at $226.5K), BALT (-4.9K shares, valued at $162.9K); initiated new positions in IXUS (+23.6K shares, valued at $2.0M), ERET (+2.5K shares, valued at $67.6K), RGTI (+2.0K shares, valued at $44.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST634.3K shares1.73%2025-12-312026-01-16

SGOV ISHARES TR189.5K shares4.88%2025-12-312026-01-16

VPLS VANGUARD MALVERN FDS181.5K shares12.03%2025-12-312026-01-16

SCHD SCHWAB STRATEGIC TR385.1K shares7.51%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS47.5K shares7.45%2025-12-312026-01-16

VIGI VANGUARD WHITEHALL FDS102.3K shares-1.57%2025-12-312026-01-16

FBK FB FINL CORP160.9K shares-3.71%2025-12-312026-01-16

VSDM VANGUARD MUN BD FDS89.4K shares52.89%2025-12-312026-01-16

Sponsored

DFAX DIMENSIONAL ETF TRUST196.8K shares24.60%2025-12-312026-01-16

INMU BLACKROCK ETF TRUST II267.0K shares7.70%2025-12-312026-01-16

DFAC DIMENSIONAL ETF TRUST159.4K shares36.21%2025-12-312026-01-16

DFSD DIMENSIONAL ETF TRUST118.3K shares1.64%2025-12-312026-01-16

MEAR ISHARES U S ETF TR79.8K shares-1.86%2025-12-312026-01-16

BRTR BLACKROCK ETF TRUST II74.6K shares0.67%2025-12-312026-01-16

SHV ISHARES TR33.1K shares-2.36%2025-12-312026-01-16

EMLP FIRST TR EXCHANGE-TRADED FD82.5K shares3.17%2025-12-312026-01-16

Sponsored

NEAR ISHARES U S ETF TR58.1K shares-1.14%2025-12-312026-01-16

ITOT ISHARES TR18.1K shares0.26%2025-12-312026-01-16

VSDB VANGUARD MALVERN FDS33.7K shares60.65%2025-12-312026-01-16

VCRM VANGUARD MUN BD FDS32.0K shares37.88%2025-12-312026-01-16

USRT ISHARES TR42.3K shares9.28%2025-12-312026-01-16

IXUS ISHARES TR23.6K sharesnew addition2025-12-312026-01-16

DFAW DIMENSIONAL ETF TRUST25.2K shares18.38%2025-12-312026-01-16

JAJL INNOVATOR ETFS TRUST63.3K shares-5.19%2025-12-312026-01-16

Sponsored

VLUE ISHARES TR11.5K shares0.59%2025-12-312026-01-16

IEFA ISHARES TR16.6K shares1.57%2025-12-312026-01-16

SPTM SPDR SERIES TRUST14.8K shares0.55%2025-12-312026-01-16

ISTB ISHARES TR22.2K shares0.00%2025-12-312026-01-16

TFC TRUIST FINL CORP21.7K shares1.06%2025-12-312026-01-16

IJR ISHARES TR8.6K shares0.45%2025-12-312026-01-16

IEMG ISHARES INC11.8K shares1.34%2025-12-312026-01-16

VTV VANGUARD INDEX FDS4.1K shares0.49%2025-12-312026-01-16

Sponsored

VTI VANGUARD INDEX FDS2.0K shares-2.37%2025-12-312026-01-16

NVDA NVIDIA CORPORATION3.5K shares-0.09%2025-12-312026-01-16

SCHY SCHWAB STRATEGIC TR21.0K shares0.38%2025-12-312026-01-16

MTUM ISHARES TR2.5K shares0.24%2025-12-312026-01-16

VUG VANGUARD INDEX FDS1.2K shares0.16%2025-12-312026-01-16

UCB UNITED CMNTY BKS BLAIRSVLE G18.3K shares0.79%2025-12-312026-01-16

PFEB INNOVATOR ETFS TRUST13.0K shares0.00%2025-12-312026-01-16

USMV ISHARES TR5.6K shares0.16%2025-12-312026-01-16

Sponsored

PDEC INNOVATOR ETFS TRUST9.8K shares0.00%2025-12-312026-01-16

ZALT INNOVATOR ETFS TRUST12.8K shares-15.87%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL756 shares0.00%2025-12-312026-01-16

MSFT MICROSOFT CORP779 shares0.13%2025-12-312026-01-16

DFSU DIMENSIONAL ETF TRUST8.4K shares0.21%2025-12-312026-01-16

IGSB ISHARES TR6.3K shares1.53%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON1.6K shares0.44%2025-12-312026-01-16

TRV TRAVELERS COMPANIES INC1.1K shares0.18%2025-12-312026-01-16

Sponsored

AMGN AMGEN INC908 shares0.55%2025-12-312026-01-16

SLV ISHARES SILVER TR4.5K shares450.00%2025-12-312026-01-16

CSCO CISCO SYS INC3.4K shares0.56%2025-12-312026-01-16

ABBV ABBVIE INC1.1K shares0.18%2025-12-312026-01-16

AAPL APPLE INC950 shares0.11%2025-12-312026-01-16

VTIP VANGUARD MALVERN FDS5.2K shares-3.02%2025-12-312026-01-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.4K shares-5.37%2025-12-312026-01-16

SO SOUTHERN CO2.9K shares0.49%2025-12-312026-01-16

Sponsored

BSV VANGUARD BD INDEX FDS3.2K shares-7.04%2025-12-312026-01-16

IUSG ISHARES TR1.4K shares0.21%2025-12-312026-01-16

BALT INNOVATOR ETFS TRUST6.6K shares-42.24%2025-12-312026-01-16

IWF ISHARES TR452 shares0.00%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC233 shares0.43%2025-12-312026-01-16

ENFR ALPS ETF TR6.3K shares419.14%2025-12-312026-01-16

ATO ATMOS ENERGY CORP1.1K shares0.62%2025-12-312026-01-16

IUSV ISHARES TR1.7K shares0.52%2025-12-312026-01-16

Sponsored

MMM 3M CO905 shares0.44%2025-12-312026-01-16

IJH ISHARES TR2.2K shares0.00%2025-12-312026-01-16

ICE INTERCONTINENTAL EXCHANGE IN874 shares0.34%2025-12-312026-01-16

RBLD FIRST TR EXCHANGE-TRADED FD1.9K shares1.29%2025-12-312026-01-16

AVMA AMERICAN CENTY ETF TR2.0K shares-18.67%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS1.5K shares0.80%2025-12-312026-01-16

HON HONEYWELL INTL INC683 shares0.59%2025-12-312026-01-16

SUSL ISHARES TR1.1K shares100.76%2025-12-312026-01-16

Sponsored

HYDB ISHARES TR2.3K shares-12.38%2025-12-312026-01-16

TXN TEXAS INSTRS INC618 shares0.49%2025-12-312026-01-16

DFEM DIMENSIONAL ETF TRUST2.7K shares0.63%2025-12-312026-01-16

EMR EMERSON ELEC CO673 shares0.15%2025-12-312026-01-16

SHYM BLACKROCK ETF TRUST II3.8K shares-62.05%2025-12-312026-01-16

MEDTRONIC PLC MEDTRONIC PLC741 shares0.00%2025-12-312026-01-16

DFSE DIMENSIONAL ETF TRUST1.6K shares8.58%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO474 shares0.00%2025-12-312026-01-16

Sponsored

ERET ISHARES TR2.5K sharesnew addition2025-12-312026-01-16

DGRW WISDOMTREE TR743 shares0.41%2025-12-312026-01-16

PEP PEPSICO INC453 shares0.00%2025-12-312026-01-16

GLD SPDR GOLD TR163 shares0.00%2025-12-312026-01-16

VB VANGUARD INDEX FDS236 shares0.00%2025-12-312026-01-16

TQQQ PROSHARES TR1.1K shares100.18%2025-12-312026-01-16

XLV SELECT SECTOR SPDR TR370 shares0.27%2025-12-312026-01-16

HD HOME DEPOT INC144 shares0.00%2025-12-312026-01-16

Sponsored

KMB KIMBERLY-CLARK CORP437 shares0.00%2025-12-312026-01-16

RGTI RIGETTI COMPUTING INC2.0K sharesnew addition2025-12-312026-01-16

LIF LIFE360 INC688 shares-20.19%2025-12-312026-01-16

VSGX VANGUARD WORLD FD600 shares0.00%2025-12-312026-01-16

DFIC DIMENSIONAL ETF TRUST1.2K shares0.73%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS676 shares0.00%2025-12-312026-01-16

XOM EXXON MOBIL CORP350 shares0.86%2025-12-312026-01-16

NRG NRG ENERGY INC242 shares0.41%2025-12-312026-01-16

Sponsored

PNOV INNOVATOR ETFS TRUST900 shares0.00%2025-12-312026-01-16

TSLA TESLA INC75 shares0.00%2025-12-312026-01-16

NSC NORFOLK SOUTHN CORP110 shares0.00%2025-12-312026-01-16

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET816 shares0.00%2025-12-312026-01-16

DFSI DIMENSIONAL ETF TRUST695 shares16.42%2025-12-312026-01-16

WMT WALMART INC242 shares0.00%2025-12-312026-01-16

SNV SYNOVUS FINL CORP530 shares0.00%2025-12-312026-01-16

EOG EOG RES INC229 shares0.88%2025-12-312026-01-16

Sponsored

SCHA SCHWAB STRATEGIC TR786 shares0.38%2025-12-312026-01-16

IOT SAMSARA INC600 shares0.00%2025-12-312026-01-16

DGRO ISHARES TR305 shares0.00%2025-12-312026-01-16

T AT&T INC717 shares0.00%2025-12-312026-01-16

BAI BLACKROCK ETF TRUST515 sharesnew addition2025-12-312026-01-16

MOAT VANECK ETF TRUST150 sharesnew addition2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC131 shares1.55%2025-12-312026-01-16

VTEB VANGUARD MUN BD FDS269 shares1.13%2025-12-312026-01-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR15 shares0.00%2025-12-312026-01-16

SMH VANECK ETF TRUST25 sharesnew addition2025-12-312026-01-16

IFRA ISHARES TR168 sharesnew addition2025-12-312026-01-16

IBIT ISHARES BITCOIN TRUST ETF173 sharesnew addition2025-12-312026-01-16

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC169 sharesnew addition2025-12-312026-01-16

PFE PFIZER INC308 shares1.65%2025-12-312026-01-16

WBD WARNER BROS DISCOVERY INC173 shares0.00%2025-12-312026-01-16

CPNG COUPANG INC200 shares0.00%2025-12-312026-01-16

Sponsored

FPX FIRST TR EXCHANGE-TRADED FD21 shares31.25%2025-12-312026-01-16

LIT GLOBAL X FDS50 shares0.00%2025-12-312026-01-16

IMCG ISHARES TR40 shares0.00%2025-12-312026-01-16

DRI DARDEN RESTAURANTS INC15 shares0.00%2025-12-312026-01-16

FTXL FIRST TR EXCHANGE TRADED FD16 shares0.00%2025-12-312026-01-16

AAMI ACADIAN ASSET MANAGEMENT INC45 shares0.00%2025-12-312026-01-16

AOA ISHARES TR16 sharesnew addition2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE4 shares0.00%2025-12-312026-01-16

Sponsored

GME GAMESTOP CORP NEW60 shares0.00%2025-12-312026-01-16

LOGI LOGITECH INTL S A5 shares0.00%2025-12-312026-01-16

NKE NIKE INC4 shares0.00%2025-12-312026-01-16

XOVR ENTREPRENEURSHARES SERIES TR11 shares0.00%2025-12-312026-01-16

LUCID GROUP INC LUCID GROUP INC8 shares0.00%2025-12-312026-01-16

NXPI NXP SEMICONDUCTORS N VN/A sharesnew addition2025-12-312026-01-16

SCHZ SCHWAB STRATEGIC TR1 shares-99.99%2025-12-312026-01-16

GAMESTOP CORP NEW GAMESTOP CORP NEW6 sharesnew addition2025-12-312026-01-16

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available