The Analysis of Keystone Financial Group, Inc.'s Holdings
Currently, Keystone Financial Group, Inc. holds 130 types of securities in its portfolio with a total value $177.4M. In the most recent quarter, they have increased their positions in FBK (+116.5K shares, valued at $6.5M), VSDM (+46.6K shares, valued at $3.6M), VPLS (+37.4K shares, valued at $2.9M); decreased their positions in ISTB (-22.5K shares, valued at $1.1M), JAJL (-27.5K shares, valued at $787.4K), SHV (-5.3K shares, valued at $580.8K); initiated new positions in IDYN (+22.1K shares, valued at $1.8M), VCRM (+23.2K shares, valued at $1.7M), VSDB (+21.0K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST623.5K shares-1.97%2025-09-302025-10-20
SGOV ISHARES TR180.7K shares-0.27%2025-09-302025-10-20 VPLS VANGUARD MALVERN FDS162.0K shares30.01%2025-09-302025-10-20 SCHD SCHWAB STRATEGIC TR358.2K shares0.70%2025-09-302025-10-20 VIG VANGUARD SPECIALIZED FUNDS44.2K shares9.52%2025-09-302025-10-20 FBK FB FINL CORP167.2K shares229.73%2025-09-302025-10-20 VIGI VANGUARD WHITEHALL FDS103.9K shares1.78%2025-09-302025-10-20 INMU BLACKROCK ETF TRUST II247.9K shares0.73%2025-09-302025-10-20 DFSD DIMENSIONAL ETF TRUST116.4K shares8.45%2025-09-302025-10-20 DFAX DIMENSIONAL ETF TRUST157.9K shares14.70%2025-09-302025-10-20 DFAC DIMENSIONAL ETF TRUST117.0K shares-2.50%2025-09-302025-10-20 VSDM VANGUARD MUN BD FDS58.5K shares391.96%2025-09-302025-10-20 MEAR ISHARES U S ETF TR81.3K shares14.10%2025-09-302025-10-20 BRTR BLACKROCK ETF TRUST II74.1K shares8.62%2025-09-302025-10-20 SHV ISHARES TR34.0K shares-13.41%2025-09-302025-10-20 EMLP FIRST TR EXCHANGE-TRADED FD79.9K shares3.21%2025-09-302025-10-20 NEAR ISHARES U S ETF TR58.7K shares4.58%2025-09-302025-10-20 ITOT ISHARES TR18.1K shares-6.83%2025-09-302025-10-20 USRT ISHARES TR38.7K shares2.60%2025-09-302025-10-20 JAJL INNOVATOR ETFS TRUST66.8K shares-29.15%2025-09-302025-10-20 IDYN BLACKROCK ETF TRUST22.1K sharesnew addition2025-09-302025-10-20 VCRM VANGUARD MUN BD FDS23.2K sharesnew addition2025-09-302025-10-20 VSDB VANGUARD MALVERN FDS21.0K sharesnew addition2025-09-302025-10-20 DFAW DIMENSIONAL ETF TRUST21.3K shares47.80%2025-09-302025-10-20 VLUE ISHARES TR11.5K shares0.54%2025-09-302025-10-20 IEFA ISHARES TR16.3K shares-0.06%2025-09-302025-10-20 SPTM SPDR SERIES TRUST14.8K shares1.38%2025-09-302025-10-20 ISTB ISHARES TR22.2K shares-50.37%2025-09-302025-10-20 IJR ISHARES TR8.6K shares0.30%2025-09-302025-10-20 TFC TRUIST FINL CORP21.5K shares1.08%2025-09-302025-10-20 IEMG ISHARES INC11.6K shares-0.26%2025-09-302025-10-20 VTV VANGUARD INDEX FDS4.1K shares0.00%2025-09-302025-10-20 VTI VANGUARD INDEX FDS2.0K shares10.27%2025-09-302025-10-20 NVDA NVIDIA CORPORATION3.5K shares-5.05%2025-09-302025-10-20 MTUM ISHARES TR2.5K shares0.24%2025-09-302025-10-20 SCHY SCHWAB STRATEGIC TR20.9K shares-4.10%2025-09-302025-10-20 VUG VANGUARD INDEX FDS1.2K shares0.33%2025-09-302025-10-20 UCB UNITED CMNTY BKS BLAIRSVLE G18.2K shares0.00%2025-09-302025-10-20 USMV ISHARES TR5.6K shares0.14%2025-09-302025-10-20 PFEB INNOVATOR ETFS TRUST13.0K shares-6.29%2025-09-302025-10-20 ZALT INNOVATOR ETFS TRUST15.2K shares-1.39%2025-09-302025-10-20 PDEC INNOVATOR ETFS TRUST9.8K shares-5.24%2025-09-302025-10-20 MSFT MICROSOFT CORP778 shares-5.81%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL756 shares0.00%2025-09-302025-10-20 BALT INNOVATOR ETFS TRUST11.5K shares-20.54%2025-09-302025-10-20 DFSU DIMENSIONAL ETF TRUST8.4K shares0.24%2025-09-302025-10-20 IGSB ISHARES TR6.2K shares-5.34%2025-09-302025-10-20 TRV TRAVELERS COMPANIES INC1.1K shares-1.31%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON1.6K shares0.44%2025-09-302025-10-20 WEC WEC ENERGY GROUP INC2.6K shares10.58%2025-09-302025-10-20 VTIP VANGUARD MALVERN FDS5.4K shares-47.68%2025-09-302025-10-20 SO SOUTHERN CO2.8K shares10.86%2025-09-302025-10-20 BSV VANGUARD BD INDEX FDS3.4K shares-9.61%2025-09-302025-10-20 ABBV ABBVIE INC1.1K shares0.35%2025-09-302025-10-20 AMGN AMGEN INC903 shares0.56%2025-09-302025-10-20 AAPL APPLE INC949 shares34.80%2025-09-302025-10-20 IUSG ISHARES TR1.4K shares0.14%2025-09-302025-10-20 CSCO CISCO SYS INC3.4K shares0.53%2025-09-302025-10-20 SHYM BLACKROCK ETF TRUST II10.1K shares273.09%2025-09-302025-10-20 SCHZ SCHWAB STRATEGIC TR9.4K shares-22.92%2025-09-302025-10-20 IWF ISHARES TR452 shares0.22%2025-09-302025-10-20 ATO ATMOS ENERGY CORP1.1K shares17.35%2025-09-302025-10-20 GS GOLDMAN SACHS GROUP INC232 shares7.41%2025-09-302025-10-20 IUSV ISHARES TR1.7K shares0.46%2025-09-302025-10-20 AVMA AMERICAN CENTY ETF TR2.5K sharesnew addition2025-09-302025-10-20 ICE INTERCONTINENTAL EXCHANGE IN871 shares19.48%2025-09-302025-10-20 HON HONEYWELL INTL INC679 shares0.59%2025-09-302025-10-20 IJH ISHARES TR2.2K shares0.00%2025-09-302025-10-20 RBLD FIRST TR EXCHANGE-TRADED FD1.9K shares10.45%2025-09-302025-10-20 MMM 3M CO901 shares8.95%2025-09-302025-10-20 VNQ VANGUARD INDEX FDS1.5K shares-7.42%2025-09-302025-10-20 HYDB ISHARES TR2.6K shares-12.93%2025-09-302025-10-20 TXN TEXAS INSTRS INC615 shares0.33%2025-09-302025-10-20 LIF LIFE360 INC862 shares-8.98%2025-09-302025-10-20 EMR EMERSON ELEC CO672 shares0.30%2025-09-302025-10-20 DFEM DIMENSIONAL ETF TRUST2.7K shares0.82%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO474 shares0.00%2025-09-302025-10-20 MDT MEDTRONIC PLC741 shares0.00%2025-09-302025-10-20 DGRW WISDOMTREE TR740 shares21.11%2025-09-302025-10-20 PEP PEPSICO INC453 shares0.00%2025-09-302025-10-20 DFSE DIMENSIONAL ETF TRUST1.5K shares0.73%2025-09-302025-10-20 SUSL ISHARES TR525 shares0.00%2025-09-302025-10-20 VB VANGUARD INDEX FDS236 shares0.00%2025-09-302025-10-20 HD HOME DEPOT INC144 shares0.70%2025-09-302025-10-20 GLD SPDR GOLD TR163 shares0.00%2025-09-302025-10-20 TQQQ PROSHARES TR551 shares0.18%2025-09-302025-10-20 KMB KIMBERLY-CLARK CORP437 shares0.00%2025-09-302025-10-20 XLV SELECT SECTOR SPDR TR369 shares0.27%2025-09-302025-10-20 VSGX VANGUARD WORLD FD600 shares0.00%2025-09-302025-10-20 BTC GRAYSCALE BITCOIN MINI TR ET816 shares0.00%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS676 shares0.00%2025-09-302025-10-20 DFIC DIMENSIONAL ETF TRUST1.2K shares0.41%2025-09-302025-10-20 ENFR ALPS ETF TR1.2K sharesnew addition2025-09-302025-10-20 XOM EXXON MOBIL CORP347 shares0.87%2025-09-302025-10-20 NRG NRG ENERGY INC241 shares0.00%2025-09-302025-10-20 PNOV INNOVATOR ETFS TRUST900 shares-64.80%2025-09-302025-10-20 SLV ISHARES SILVER TR810 shares0.00%2025-09-302025-10-20 TSLA TESLA INC75 shares0.00%2025-09-302025-10-20 NSC NORFOLK SOUTHN CORP110 shares0.00%2025-09-302025-10-20 SNV SYNOVUS FINL CORP530 shares-26.59%2025-09-302025-10-20 EOG EOG RES INC227 shares0.89%2025-09-302025-10-20 WMT WALMART INC242 shares0.00%2025-09-302025-10-20 DFSI DIMENSIONAL ETF TRUST597 shares0.51%2025-09-302025-10-20 IOT SAMSARA INC600 shares0.00%2025-09-302025-10-20 SCHA SCHWAB STRATEGIC TR783 shares0.38%2025-09-302025-10-20 DGRO ISHARES TR305 shares0.00%2025-09-302025-10-20 T AT&T INC717 shares0.00%2025-09-302025-10-20 VTEB VANGUARD MUN BD FDS266 shares-93.96%2025-09-302025-10-20 MRK MERCK & CO INC129 shares0.00%2025-09-302025-10-20 QQQ INVESCO QQQ TR15 shares0.00%2025-09-302025-10-20 ASA ASA GOLD AND PRECIOUS MTLS L174 shares0.00%2025-09-302025-10-20 PFE PFIZER INC303 shares1.68%2025-09-302025-10-20 CPNG COUPANG INC200 shares0.00%2025-09-302025-10-20 WBD WARNER BROS DISCOVERY INC173 shares0.00%2025-09-302025-10-20 IMCG ISHARES TR40 shares0.00%2025-09-302025-10-20 DRI DARDEN RESTAURANTS INC15 shares0.00%2025-09-302025-10-20 LIT GLOBAL X FDS50 shares0.00%2025-09-302025-10-20 FPX FIRST TR EXCHANGE-TRADED FD16 shares-11.11%2025-09-302025-10-20 AAMI ACADIAN ASSET MANAGEMENT INC45 shares0.00%2025-09-302025-10-20 FTXL FIRST TR EXCHANGE TRADED FD16 shares0.00%2025-09-302025-10-20 GME GAMESTOP CORP NEW60 shares0.00%2025-09-302025-10-20 GE GE AEROSPACE4 shares0.00%2025-09-302025-10-20 LOGI LOGITECH INTL S A5 shares0.00%2025-09-302025-10-20 VTRS VIATRIS INC31 shares0.00%2025-09-302025-10-20 NKE NIKE INC4 shares0.00%2025-09-302025-10-20 XOVR ENTREPRENEURSHARES SERIES TR11 shares0.00%2025-09-302025-10-20 LCID LUCID GROUP INC8 sharesnew addition2025-09-302025-10-20 GNMA ISHARES TR4 shares-99.75%2025-09-302025-10-20 OGN ORGANON & CO11 shares0.00%2025-09-302025-10-20 VCIT VANGUARD SCOTTSDALE FDS1 shares-99.60%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available