Keystone Financial Group, Inc. Incresed Positions in Q3 2025

Keystone Financial Group, Inc.

  • $177 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBK
Fb Financial Corp

Financial Services
116K
+ 229.73%
$46.72 - $56.0 $5.44M - $6.52M
167K $9.32B
Vanguard Mun Bd Fds
46.6K
+ 391.96%
N/A
58.5K $4.49B
Vanguard Malvern Fds
37.4K
+ 30.01%
N/A
162K $12.7B
VIG
Vanguard Dividend Appreciation

ETFs
3.85K
+ 9.52%
N/A
44.2K $9.58B
DFAX
Dimensional ETF Tr
20.2K
+ 14.7%
$29.25 - $31.56 $592K - $639K
158K $4.96B
Dimensional ETF Trust
6.89K
+ 47.8%
N/A
21.3K $1.53B
MEAR
Blackrock Short Maturity Munic

ETFs
10K
+ 14.1%
$50.17 - $50.56 $504K - $508K
81.3K $4.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.07K
+ 8.45%
$47.86 - $48.43 $434K - $439K
116K $5.61B
Blackrock ETF Trust Ii
5.88K
+ 8.62%
N/A
74.1K $3.78B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.82K
+ 1.78%
$86.07 - $90.74 $156K - $165K
104K $9.31B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.49K
+ 0.7%
$26.38 - $27.95 $65.8K - $69.7K
358K $9.78B
HYMU
Blackrock ETF Tr Ii High Yield
7.39K
+ 273.09%
N/A
10.1K $225M
NEAR
Blackrock Short Maturity Bond

ETFs
2.57K
+ 4.58%
$50.8 - $51.32 $131K - $132K
58.7K $3.01B
EMLP
First Tr Exchange Traded Iv

ETFs
2.49K
+ 3.21%
$36.99 - $38.38 $92K - $95.5K
79.9K $3.06B
VLUE
Ishares Msci Usa Value Factor

ETFs
61
+ 0.54%
$111.55 - $125.05 $6.8K - $7.63K
11.5K $1.43B
USRT
Ishares Core U.S. Reit ETF

ETFs
982
+ 2.6%
$55.64 - $59.37 $54.6K - $58.3K
38.7K $2.27B
VTI
Vanguard Total Stock Market Et

ETFs
189
+ 10.27%
$303.93 - $329.86 $57.4K - $62.3K
2.03K $668M
AAPL
Apple Inc.

Technology
245
+ 34.8%
$202.38 - $256.87 $49.6K - $62.9K
949 $242M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
201
+ 1.38%
$74.93 - $80.73 $15.1K - $16.2K
14.8K $1.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26
+ 0.3%
$108.46 - $120.63 $2.82K - $3.14K
8.59K $1.02B
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.35%
$184.85 - $231.54 $739 - $926
1.13K $262M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6
+ 0.24%
$236.25 - $257.69 $1.42K - $1.55K
2.46K $630M
WEC
Wec Energy Group, Inc.

Utilities
244
+ 10.58%
$103.66 - $114.59 $25.3K - $28K
2.55K $292M
ATO
Atmos Energy Corp

Utilities
166
+ 17.35%
$151.51 - $170.75 $25.2K - $28.3K
1.12K $192M
TFC
Truist Financial Corp

Financial Services
229
+ 1.08%
$42.83 - $47.07 $9.81K - $10.8K
21.5K $984M
VUG
Vanguard Growth ETF

ETFs
4
+ 0.33%
$433.97 - $484.08 $1.74K - $1.94K
1.21K $583M
JNJ
Johnson & Johnson

Healthcare
7
+ 0.44%
$155.17 - $185.42 $1.09K - $1.3K
1.59K $295M
GS
Goldman Sachs Group Inc

Financial Services
16
+ 7.41%
$696.56 - $806.32 $11.1K - $12.9K
232 $185M
SO
Southern CO

Utilities
279
+ 10.86%
$90.83 - $96.0 $25.3K - $26.8K
2.85K $270M
DFSU
Dimensional ETF Tr Dimen Us Su
20
+ 0.24%
N/A
8.41K $357M
RBLD
First Tr Exchange Traded Fd Ii
176
+ 10.45%
N/A
1.86K $141M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.14%
$148.97 - $165.88 $298 - $332
1.43K $235M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.22%
$420.11 - $472.68 $420 - $473
452 $211M
ICE
Intercontinental Exchange, Inc.

Financial Services
142
+ 19.48%
$167.28 - $188.45 $23.8K - $26.8K
871 $147M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
129
+ 21.11%
$84.28 - $89.46 $10.9K - $11.5K
740 $65.8M
MMM
3 M CO

Industrials
74
+ 8.95%
$144.41 - $160.2 $10.7K - $11.9K
901 $140M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.14%
$92.18 - $95.14 $737 - $761
5.6K $533M
TQQQ
Proshares Ultrapro Qqq

ETFs
1
+ 0.18%
$80.89 - $104.72 $80.9 - $105
551 $57M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8
+ 0.46%
$94.17 - $99.95 $753 - $800
1.74K $173M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.7%
$357.4 - $423.42 $357 - $423
144 $58.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22
+ 0.82%
$29.55 - $32.52 $650 - $715
2.69K $86.2M
DFSE
Dimensional ETF Tr Dimen Emrgn
11
+ 0.73%
N/A
1.52K $62.3M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.27%
$129.01 - $139.72 $129 - $140
369 $51.4M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.41%
$30.76 - $33.01 $154 - $165
1.23K $40.2M
XOM
Exxon Mobil Corp

Energy
3
+ 0.87%
$105.83 - $117.22 $317 - $352
347 $39.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3
+ 0.38%
$25.29 - $28.33 $75.9 - $85
783 $21.8M
DFSI
Dimensional ETF Tr Dimen Intl
3
+ 0.51%
N/A
597 $24.4M
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.53%
$66.2 - $71.79 $1.19K - $1.29K
3.4K $233M
PFE
Pfizer Inc

Healthcare
5
+ 1.68%
$23.29 - $25.88 $116 - $129
303 $7.71M
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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