Keystone Financial Group, Inc. Reduced Holdings in Q3 2025

Keystone Financial Group, Inc.

  • $177 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-22.5K
- 50.37%
$48.31 - $48.93 $1.09M - $1.1M
22.2K $1.08B
Innovator Etfs Trust
-27.5K
- 29.15%
N/A
66.8K $1.91B
SHV
Ishares Tr

ETFs
-5.26K
- 13.41%
$110.06 - $110.49 $579K - $581K
34K $3.75B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.89K
- 47.68%
$49.78 - $50.75 $243K - $248K
5.37K $272M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.14K
- 93.96%
$48.5 - $50.19 $201K - $208K
266 $13.3M
BALT
Innovator Etfs Tr
-2.98K
- 20.54%
$32.11 - $32.82 $95.6K - $97.7K
11.5K $378M
GNMA
Ishares Gnma Bond ETF

ETFs
-1.61K
- 99.75%
$43.21 - $44.75 $69.6K - $72.1K
4 $188K
PNOV
Innovator U.S. Equity Power Bu
-1.66K
- 64.8%
N/A
900 $37M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.81K
- 22.92%
$22.9 - $23.58 $64.3K - $66.2K
9.44K $222M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.33K
- 6.83%
$135.0 - $146.02 $179K - $194K
18.1K $2.64B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-361
- 9.61%
$78.11 - $79.07 $28.2K - $28.5K
3.4K $268M
VCIT
Vanguard Intermediate Term Cor

ETFs
-248
- 99.6%
$81.75 - $84.54 $20.3K - $21K
1 $83K
MSFT
Microsoft Corp

Technology
-48
- 5.81%
$491.09 - $535.64 $23.6K - $25.7K
778 $403M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-385
- 12.93%
$47.03 - $47.97 $18.1K - $18.5K
2.59K $124M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-876
- 6.29%
$37.99 - $39.69 $33.3K - $34.8K
13K $518M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-349
- 5.34%
$52.39 - $53.11 $18.3K - $18.5K
6.19K $328M
SNV
Synovus Financial Corp

Financial Services
-192
- 26.59%
$46.55 - $59.6 $8.94K - $11.4K
530 $26.2M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-893
- 4.1%
$26.92 - $28.6 $24K - $25.5K
20.9K $584M
VNQ
Vanguard Specialized Funds Van

ETFs
-120
- 7.42%
$88.47 - $93.24 $10.6K - $11.2K
1.5K $137M
PDEC
Innovator U.S. Equity Power Bu
-543
- 5.24%
N/A
9.83K $413M
FPX
First Trust Us Equity Opportun

ETFs
-2
- 11.11%
$141.57 - $166.21 $283 - $332
16 $2.66M
Innovator Etfs Trust
-214
- 1.39%
N/A
15.2K $480M
TRV
Travelers Companies, Inc.

Financial Services
-15
- 1.31%
$250.62 - $279.43 $3.76K - $4.19K
1.13K $316M
NVDA
Nvidia Corp

Technology
-185
- 5.05%
$153.3 - $186.58 $28.4K - $34.5K
3.48K $650M
Life360 Inc
-85
- 8.98%
N/A
862 $91.6M
IEMG
Ishares Inc

ETFs
-30
- 0.26%
N/A
11.6K $767M
IEFA
Ishares Tr

ETFs
-9
- 0.06%
$81.7 - $87.53 $735 - $788
16.3K $1.42B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.01K
- 2.5%
$36.04 - $38.78 $108K - $117K
117K $4.51B
DFAU
Dimensional ETF Tr

ETFs
-12.5K
- 1.97%
$42.42 - $45.96 $532K - $576K
624K $28.5B
Activity Summary
Buys All Purchases 61 New Holdings 6 Increased Positions 55 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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