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
DFSU
Dimensional ETF Tr Dimen Us Su
8.36K
New
N/A
8.36K $317M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.9K
New
$22.63 - $47.53 $314K - $659K
13.9K $315M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.35K
New
$47.58 - $48.56 $302K - $308K
6.35K $303M
TRV
Travelers Companies, Inc.

Financial Services
1.14K
New
$225.97 - $266.66 $258K - $304K
1.14K $275M
NVDA
Nvidia Corp

Technology
1.92K
New
$117.0 - $148.88 $224K - $285K
1.92K $257M
CSCO
Cisco Systems, Inc.

Technology
4.29K
New
$52.45 - $60.02 $225K - $257K
4.29K $254M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.97K
New
$49.79 - $51.14 $247K - $254K
4.97K $249M
AAPL
Apple Inc.

Technology
977
New
$221.69 - $259.02 $217K - $253K
977 $245M
PDEC
Innovator U.S. Equity Power Bu
6.31K
New
N/A
6.31K $242M
AMGN
Amgen Inc

Healthcare
914
New
$258.78 - $328.31 $237K - $300K
914 $238M
PNOV
Innovator U.S. Equity Power Bu
5.75K
New
N/A
5.75K $218M
SO
Southern CO

Utilities
2.63K
New
$81.5 - $94.15 $214K - $248K
2.63K $217M
WEC
Wec Energy Group, Inc.

Utilities
2.29K
New
$92.94 - $101.82 $213K - $234K
2.29K $216M
PJUN
Innovator U.S. Equity Power Bu

ETFs
5.52K
New
$36.63 - $37.8 $202K - $208K
5.52K $207M
ABBV
Abb Vie Inc.

Healthcare
1.16K
New
$164.99 - $203.87 $192K - $237K
1.16K $207M
IWF
Ishares Russell 1000 Gr ETF

ETFs
501
New
$370.24 - $418.94 $185K - $210K
501 $201M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.42K
New
$129.96 - $144.97 $185K - $206K
1.42K $198M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.71K
New
$91.94 - $100.02 $157K - $171K
1.71K $158M
MRK
Merck & Co., Inc.

Healthcare
1.5K
New
$96.31 - $114.76 $144K - $172K
1.5K $150M
VNQ
Vanguard Specialized Funds Van

ETFs
1.65K
New
$87.85 - $98.6 $145K - $162K
1.65K $147M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.16K
New
$61.68 - $67.87 $133K - $146K
2.16K $134M
DE
Deere & CO

Industrials
303
New
$389.45 - $466.0 $118K - $141K
303 $129M
PFE
Pfizer Inc

Healthcare
4.28K
New
$24.8 - $30.19 $106K - $129K
4.28K $114M
ICE
Intercontinental Exchange, Inc.

Financial Services
725
New
$148.29 - $166.93 $108K - $121K
725 $108M
MMM
3 M CO

Industrials
819
New
$124.74 - $137.12 $102K - $112K
819 $106M
TXN
Texas Instruments Inc

Technology
555
New
N/A
555 $104M
XLU
Utilities Sector Spdr

ETFs
1.19K
New
$74.89 - $82.93 $88.9K - $98.4K
1.19K $89.9M
Vanguard Malvern Fds
1.18K
New
N/A
1.18K $89.3M
HON
Honeywell International Inc

Industrials
385
New
$202.84 - $236.0 $78.1K - $90.9K
385 $87M
EMR
Emerson Electric CO

Industrials
665
New
$108.13 - $134.33 $71.9K - $89.3K
665 $82.5M
PG
Procter & Gamble CO

Consumer Defensive
474
New
$161.05 - $179.7 $76.3K - $85.2K
474 $79.5M
ATO
Atmos Energy Corp

Utilities
569
New
$136.41 - $151.43 $77.6K - $86.2K
569 $79.2M
VB
Vanguard Small Cap ETF

ETFs
324
New
$233.76 - $261.58 $75.7K - $84.8K
324 $77.9M
BDX
Becton Dickinson & CO

Healthcare
318
New
$220.02 - $243.75 $70K - $77.5K
318 $72.2M
PEP
Pepsico Inc

Consumer Defensive
453
New
$151.29 - $176.1 $68.5K - $79.8K
453 $68.9M
HD
Home Depot, Inc.

Consumer Cyclical
170
New
$385.02 - $431.37 $65.5K - $73.3K
170 $66.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.45K
New
$45.07 - $47.1 $65.4K - $68.3K
1.45K $65.6M
GS
Goldman Sachs Group Inc

Financial Services
109
New
$486.1 - $608.57 $53K - $66.3K
109 $62.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
481
New
$126.68 - $134.74 $60.9K - $64.8K
481 $61.4M
MDT
Medtronic PLC

Healthcare
741
New
$79.61 - $92.24 $59K - $68.3K
741 $59.7M
KMB
Kimberly Clark Corp

Consumer Defensive
437
New
$130.37 - $146.09 $57K - $63.8K
437 $57.8M
Vanguard Mun Bd Fds
551
New
N/A
551 $54.7M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
525
New
$100.38 - $107.86 $52.7K - $56.6K
525 $54.1M
XLV
Select Sector Spdr Fund Health

ETFs
366
New
$136.28 - $154.74 $49.9K - $56.6K
366 $50.4M
DFSE
Dimensional ETF Tr Dimen Emrgn
1.49K
New
N/A
1.49K $49.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.13K
New
$22.01 - $66.82 $46.8K - $142K
2.13K $48.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
501
New
$80.93 - $85.66 $40.5K - $42.9K
501 $40.6M
GLD
Spdr Gold Trust

ETFs
163
New
$236.59 - $257.5 $38.6K - $42K
163 $39.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.5K
New
$26.16 - $28.82 $39.2K - $43.2K
1.5K $39.3M
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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