Keystone Financial Group, Inc. New Holdings in Q4 2024

Keystone Financial Group, Inc.

  • $124 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
597K
New
$39.27 - $42.38 $23.4M - $25.3M
597K $24.2B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
136K
New
$100.16 - $100.7 $13.6M - $13.7M
136K $13.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
300K
New
$26.93 - $84.95 $8.08M - $25.5M
300K $8.2B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
99.9K
New
$79.93 - $88.06 $7.98M - $8.8M
99.9K $7.99B
VIG
Vanguard Dividend Appreciation

ETFs
35.3K
New
N/A
35.3K $6.91B
SHV
Ishares Tr

ETFs
44.5K
New
$109.92 - $110.57 $4.89M - $4.92M
44.5K $4.9B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
77.6K
New
$48.33 - $49.08 $3.75M - $3.81M
77.6K $3.76B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
102K
New
$33.92 - $36.6 $3.47M - $3.75M
102K $3.54B
Vanguard Malvern Fds
44.7K
New
N/A
44.7K $3.39B
DFSD
Dimensional ETF Tr Short Durat

ETFs
68K
New
$46.75 - $47.8 $3.18M - $3.25M
68K $3.19B
DFAX
Dimensional ETF Tr
103K
New
$24.76 - $27.04 $2.56M - $2.8M
103K $2.57B
EMLP
First Tr Exchange Traded Iv

ETFs
63.7K
New
$33.69 - $38.24 $2.15M - $2.43M
63.7K $2.27B
SSBK
Southern States Bancshares, Inc.

Financial Services
59.9K
New
$28.7 - $38.0 $1.72M - $2.27M
59.9K $1.99B
MEAR
Blackrock Short Maturity Munic

ETFs
35.7K
New
$49.94 - $50.28 $1.78M - $1.79M
35.7K $1.78B
IXUS
Ishares Tr

ETFs
26.7K
New
$65.95 - $72.56 $1.76M - $1.93M
26.7K $1.76B
USRT
Ishares Core U.S. Reit ETF

ETFs
29.8K
New
$55.97 - $62.75 $1.67M - $1.87M
29.8K $1.71B
VLUE
Ishares Msci Usa Value Factor

ETFs
11.6K
New
$104.01 - $115.38 $1.21M - $1.34M
11.6K $1.22B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
17K
New
$69.3 - $74.3 $1.18M - $1.26M
17K $1.21B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
New
$113.92 - $127.38 $1.17M - $1.31M
10.3K $1.18B
IEFA
Ishares Tr

ETFs
16.2K
New
$70.06 - $77.43 $1.14M - $1.26M
16.2K $1.14B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
41.1K
New
$23.01 - $26.06 $946K - $1.07M
41.1K $950M
TFC
Truist Financial Corp

Financial Services
21.1K
New
$41.51 - $48.1 $877K - $1.02M
21.1K $917M
PSEP
Innovator U.S. Equity Power Bu
21.7K
New
N/A
21.7K $850M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.32K
New
$88.59 - $94.57 $826K - $881K
9.32K $828M
VTV
Vanguard Value ETF

ETFs
4.29K
New
$168.32 - $181.87 $723K - $781K
4.29K $727M
Dimensional ETF Trust
11.4K
New
N/A
11.4K $713M
PMAR
Innovator U.S. Equity Power Bu

ETFs
17.5K
New
$39.04 - $40.41 $685K - $709K
17.5K $705M
PAPR
Innovator U.S. Equity Power Bu

ETFs
18.6K
New
$35.71 - $37.1 $664K - $690K
18.6K $682M
GNMA
Ishares Gnma Bond ETF

ETFs
15.7K
New
$42.8 - $44.74 $674K - $704K
15.7K $676M
IEMG
Ishares Inc

ETFs
11.8K
New
N/A
11.8K $616M
VUG
Vanguard Growth ETF

ETFs
1.47K
New
$378.79 - $428.11 $555K - $628K
1.47K $602M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.82K
New
$201.32 - $217.44 $568K - $614K
2.82K $584M
UCBI
United Community Banks Inc

Financial Services
17.8K
New
N/A
17.8K $579M
POCT
Innovator U.S. Equity Power Bu

ETFs
14.6K
New
$38.63 - $40.03 $564K - $584K
14.6K $578M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
15.4K
New
$35.07 - $36.08 $542K - $557K
15.4K $551M
PJUL
Innovator U.S. Equity Power Bu

ETFs
13.1K
New
$40.12 - $41.68 $525K - $545K
13.1K $539M
PFEB
Innovator U.S. Equity Power Bu

ETFs
14.4K
New
$35.94 - $36.85 $517K - $530K
14.4K $529M
PAUG
Innovator U.S. Equity Power Bu

ETFs
13.7K
New
$37.61 - $38.92 $516K - $534K
13.7K $528M
VTI
Vanguard Total Stock Market Et

ETFs
1.81K
New
$280.04 - $302.45 $507K - $547K
1.81K $524M
Innovator Etfs Trust
18.5K
New
N/A
18.5K $505M
NEAR
Blackrock Short Maturity Bond

ETFs
9.59K
New
$50.28 - $51.08 $482K - $490K
9.59K $484M
KO
Coca Cola CO

Consumer Defensive
6.33K
New
$61.74 - $71.71 $391K - $454K
6.33K $394M
MSFT
Microsoft Corp

Technology
895
New
$406.35 - $454.46 $364K - $407K
895 $377M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.78K
New
$77.02 - $78.58 $368K - $375K
4.78K $369M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
811
New
$442.29 - $483.08 $359K - $392K
811 $368M
INMU
Blackrock ETF Tr Ii Intermedia
14.4K
New
$23.5 - $24.06 $339K - $347K
14.4K $340M
JNJ
Johnson & Johnson

Healthcare
2.31K
New
$143.34 - $165.86 $331K - $383K
2.31K $334M
PJAN
Innovator U.S. Equity Power Bu

ETFs
7.88K
New
$41.16 - $42.25 $324K - $333K
7.88K $333M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.29K
New
$51.54 - $52.55 $324K - $331K
6.29K $325M
Activity Summary
Buys All Purchases 160 New Holdings 160 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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