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Keystone Financial Group

Latest statistics and disclosures from Keystone Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002053642

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Positions held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Keystone Financial Group

Keystone Financial Group holds 160 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	19.6	$24M	597k	40.49	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	11.0	$14M	136k	100.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.6	$8.2M	300k	27.33	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	6.5	$8.0M	100k	79.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.6	$6.9M	35k	195.83	View chart
Ishares Tr Short Treas Bd (SHV)	4.0	$4.9M	45k	110.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.0	$3.8M	78k	48.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.9	$3.5M	102k	34.59	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.7	$3.4M	45k	75.99	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.6	$3.2M	68k	46.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.2	$2.8M	21k	128.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.1	$2.6M	104k	24.86	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	1.8	$2.3M	64k	35.65	View chart
Southern States Bancshares (SSBK)	1.6	$2.0M	60k	33.31	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.4	$1.8M	36k	49.95	View chart
Ishares Tr Core Msci Total (IXUS)	1.4	$1.8M	27k	66.14	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.4	$1.7M	30k	57.30	View chart
Ishares Tr Msci Usa Value (VLUE)	1.0	$1.2M	12k	105.61	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$1.2M	17k	71.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.2M	10k	115.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.1M	16k	70.28	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.8	$950k	41k	23.12	View chart
Truist Financial Corp equities (TFC)	0.7	$917k	21k	43.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.7	$850k	22k	39.09	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$828k	9.3k	88.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$727k	4.3k	169.30	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.6	$713k	11k	62.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.6	$705k	18k	40.19	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.6	$682k	19k	36.70	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.5	$676k	16k	42.93	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$616k	12k	52.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$602k	1.5k	410.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$584k	2.8k	206.89	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.5	$579k	18k	32.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$578k	15k	39.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$551k	15k	35.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$539k	13k	41.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.4	$529k	14k	36.80	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$528k	14k	38.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$524k	1.8k	289.78	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.4	$505k	19k	27.27	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.4	$484k	9.6k	50.50	View chart
Coca-Cola Company (KO)	0.3	$394k	6.3k	62.26	View chart
Microsoft Corporation (MSFT)	0.3	$377k	895.00	421.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$369k	4.8k	77.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$368k	811.00	453.28	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.3	$340k	14k	23.60	View chart
Johnson & Johnson (JNJ)	0.3	$334k	2.3k	144.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$333k	7.9k	42.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$325k	6.3k	51.70	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$317k	8.4k	37.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$315k	14k	22.70	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$303k	6.4k	47.77	View chart
Travelers Companies (TRV)	0.2	$275k	1.1k	240.84	View chart
NVIDIA Corporation (NVDA)	0.2	$257k	1.9k	134.30	View chart
Cisco Systems (CSCO)	0.2	$254k	4.3k	59.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$249k	5.0k	50.13	View chart
Apple (AAPL)	0.2	$245k	977.00	250.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$242k	6.3k	38.42	View chart
Amgen (AMGN)	0.2	$238k	914.00	260.50	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$228k	2.1k	106.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$218k	5.8k	37.87	View chart
Southern Company (SO)	0.2	$217k	2.6k	82.33	View chart
Wec Energy Group (WEC)	0.2	$216k	2.3k	94.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$207k	5.5k	37.52	View chart
Abbvie (ABBV)	0.2	$207k	1.2k	177.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$201k	501.00	401.23	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$198k	1.4k	139.36	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$159k	1.7k	92.58	View chart
Merck & Co (MRK)	0.1	$150k	1.5k	100.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$147k	1.6k	89.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$134k	2.2k	62.30	View chart
Deere & Company (DE)	0.1	$129k	303.00	425.01	View chart
Pfizer (PFE)	0.1	$114k	4.3k	26.53	View chart
Intercontinental Exchange (ICE)	0.1	$108k	725.00	149.00	View chart
3M Company (MMM)	0.1	$106k	819.00	129.08	View chart
Texas Instruments Incorporated (TXN)	0.1	$104k	555.00	187.57	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$90k	1.2k	75.70	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$89k	1.2k	75.83	View chart
Honeywell International (HON)	0.1	$87k	385.00	225.90	View chart
Emerson Electric (EMR)	0.1	$83k	665.00	124.01	View chart
Procter & Gamble Company (PG)	0.1	$80k	474.00	167.65	View chart
Atmos Energy Corporation (ATO)	0.1	$79k	569.00	139.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$78k	324.00	240.28	View chart
Becton, Dickinson and (BDX)	0.1	$72k	318.00	227.06	View chart
Pepsi (PEP)	0.1	$69k	453.00	152.06	View chart
Home Depot (HD)	0.1	$66k	170.00	389.42	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$66k	1.5k	45.20	View chart
Goldman Sachs (GS)	0.1	$63k	109.00	574.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$61k	481.00	127.63	View chart
Medtronic SHS (MDT)	0.0	$60k	741.00	80.58	View chart
Kimberly-Clark Corporation (KMB)	0.0	$58k	437.00	132.26	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$55k	551.00	99.30	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$54k	525.00	103.04	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$50k	366.00	137.71	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$49k	1.5k	33.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$48k	2.1k	22.70	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$41k	501.00	80.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$40k	163.00	242.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$39k	1.5k	26.20	View chart
Synovus Finl Corp Com New (SNV)	0.0	$37k	722.00	51.61	View chart
Premier Cl A (PINC)	0.0	$37k	1.7k	21.21	View chart
Exxon Mobil Corporation (XOM)	0.0	$36k	337.00	107.73	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$34k	600.00	56.70	View chart
Boeing Company (BA)	0.0	$34k	190.00	177.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$32k	676.00	47.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$32k	409.00	78.01	View chart
Cadence Bank (CADE)	0.0	$31k	889.00	34.70	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$30k	579.00	51.51	View chart
Intel Corporation (INTC)	0.0	$29k	1.4k	20.05	View chart
Norfolk Southern (NSC)	0.0	$27k	116.00	234.50	View chart
EOG Resources (EOG)	0.0	$27k	221.00	122.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$27k	228.00	117.48	View chart
Ryder System (R)	0.0	$26k	167.00	156.54	View chart
Blackrock Etf Trust Ii Ishares High Yie (HYMU)	0.0	$24k	1.1k	22.66	View chart
Tesla Motors (TSLA)	0.0	$23k	57.00	403.84	View chart
Wal-Mart Stores (WMT)	0.0	$22k	242.00	90.56	View chart
Nrg Energy Com New (NRG)	0.0	$22k	239.00	90.20	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$21k	810.00	26.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$20k	776.00	25.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$20k	243.00	80.29	View chart
Dimensional Etf Trust International (DFSI)	0.0	$19k	585.00	32.87	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$19k	305.00	61.34	View chart
JPMorgan Chase & Co. (JPM)	0.0	$18k	74.00	239.72	View chart
At&t (T)	0.0	$16k	717.00	22.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$15k	79.00	189.30	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$12k	293.00	42.12	View chart
Lockheed Martin Corporation (LMT)	0.0	$11k	22.00	485.95	View chart
Churchill Downs (CHDN)	0.0	$8.0k	60.00	133.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$7.7k	15.00	512.07	View chart
Samsara Com Cl A (IOT)	0.0	$6.6k	150.00	43.69	View chart
McDonald's Corporation (MCD)	0.0	$5.2k	18.00	289.89	View chart
Coupang Cl A (CPNG)	0.0	$4.4k	200.00	21.98	View chart
MetLife (MET)	0.0	$3.7k	45.00	81.89	View chart
Prudential Financial (PRU)	0.0	$3.6k	30.00	118.53	View chart
Asa Gold And Precious Mtls L SHS (ASA)	0.0	$3.5k	174.00	20.21	View chart
Newmont Mining Corporation (NEM)	0.0	$3.1k	83.00	37.33	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$3.0k	40.00	74.78	View chart
Darden Restaurants (DRI)	0.0	$2.8k	15.00	186.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$2.5k	73.00	34.25	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$2.3k	59.00	38.44	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$2.1k	50.00	41.04	View chart
Gamestop Corp Cl A (GME)	0.0	$1.9k	60.00	31.33	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$1.8k	173.00	10.57	View chart
Walt Disney Company (DIS)	0.0	$1.7k	15.00	111.87	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.0	$1.4k	16.00	89.44	View chart
Brightsphere Investment Group	0.0	$1.2k	45.00	26.33	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$1.2k	15.00	76.80	View chart
Donaldson Company (DCI)	0.0	$1.0k	15.00	67.33	View chart
General Motors Company (GM)	0.0	$799.000500	15.00	53.27	View chart
Ge Aerospace Com New (GE)	0.0	$668.000000	4.00	167.00	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$588.000000	30.00	19.60	View chart
Logitech Intl S A SHS (LOGI)	0.0	$412.000000	5.00	82.40	View chart
Viatris (VTRS)	0.0	$382.998800	31.00	12.35	View chart
Ge Vernova (GEV)	0.0	$329.000000	1.00	329.00	View chart
Nike CL B (NKE)	0.0	$318.000000	4.00	79.50	View chart
Lucid Group (LCID)	0.0	$242.000000	80.00	3.02	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.0	$198.000000	11.00	18.00	View chart
Organon & Co Common Stock (OGN)	0.0	$168.999600	11.00	15.36	View chart
Caesars Entertainment (CZR)	0.0	$99.999900	3.00	33.33	View chart

Past Filings by Keystone Financial Group

SEC 13F filings are viewable for Keystone Financial Group going back to 2024

Keystone Financial Group 2024 Q4 filed Jan. 28, 2025

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