Keystone Financial Group, Inc. Purchases in Q4 2025

Keystone Financial Group, Inc.

  • $191 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
30.9K
+ 52.89%
N/A
89.4K $6.84B
IXUS
Ishares Tr

ETFs
23.6K
New
$81.21 - $85.27 $1.92M - $2.01M
23.6K $2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
42.4K
+ 36.21%
$37.61 - $39.41 $1.59M - $1.67M
159K $6.31B
DFAX
Dimensional ETF Tr
38.9K
+ 24.6%
$30.71 - $32.34 $1.19M - $1.26M
197K $6.44B
Vanguard Malvern Fds
19.5K
+ 12.03%
N/A
181K $14.2B
DFAU
Dimensional ETF Tr

ETFs
10.8K
+ 1.73%
$44.77 - $47.01 $484K - $508K
634K $29.7B
Vanguard Malvern Fds
12.7K
+ 60.65%
N/A
33.7K $2.58B
VIG
Vanguard Dividend Appreciation

ETFs
3.3K
+ 7.45%
N/A
47.5K $10.4B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.82K
+ 4.88%
$100.37 - $100.72 $885K - $888K
189K $19B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.9K
+ 7.51%
$26.44 - $27.53 $711K - $741K
385K $10.6B
INMU
Blackrock ETF Tr Ii Intermedia
19.1K
+ 7.7%
$23.85 - $24.16 $455K - $461K
267K $6.42B
Dimensional ETF Trust
3.91K
+ 18.38%
N/A
25.2K $1.86B
SLV
I Shares Silver Trust

ETFs
3.65K
+ 450.0%
$42.4 - $49.17 $155K - $179K
4.46K $287M
ENFR
Alerian Energy Infrastructure

ETFs
5.06K
+ 419.14%
$29.86 - $32.39 $151K - $164K
6.27K $197M
VLUE
Ishares Msci Usa Value Factor

ETFs
68
+ 0.59%
$122.29 - $132.67 $8.32K - $9.02K
11.5K $1.58B
USRT
Ishares Core U.S. Reit ETF

ETFs
3.59K
+ 9.28%
$56.64 - $59.67 $203K - $214K
42.3K $2.41B
TFC
Truist Financial Corp

Financial Services
227
+ 1.06%
$41.09 - $45.64 $9.33K - $10.4K
21.7K $1.07B
ERET
Ishares Tr Environmentally Awa
2.53K
New
N/A
2.53K $67.6M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
529
+ 100.76%
$115.02 - $121.67 $60.8K - $64.4K
1.05K $128M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.91K
+ 1.64%
$48.17 - $48.5 $91.9K - $92.5K
118K $5.67B
EMLP
First Tr Exchange Traded Iv

ETFs
2.54K
+ 3.17%
$37.38 - $38.54 $94.8K - $97.7K
82.5K $3.12B
ITOT
Ishares Core S&P Total U.S. St

ETFs
47
+ 0.26%
$142.79 - $150.05 $6.71K - $7.05K
18.1K $2.7B
IEFA
Ishares Tr

ETFs
257
+ 1.57%
$86.09 - $89.88 $22.1K - $23.1K
16.6K $1.48B
RGTI
Rigetti Computing, Inc.

Technology
2K
New
$25.2 - $56.12 $50.4K - $112K
2K $44.3M
AMGN
Amgen Inc

Healthcare
5
+ 0.55%
$290.13 - $341.71 $1.45K - $1.71K
908 $297M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
80
+ 0.38%
$27.78 - $29.25 $2.22K - $2.34K
21K $626M
JNJ
Johnson & Johnson

Healthcare
7
+ 0.44%
$185.98 - $199.58 $1.3K - $1.4K
1.6K $331M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
81
+ 0.55%
$78.97 - $83.03 $6.4K - $6.73K
14.8K $1.22B
CSCO
Cisco Systems, Inc.

Technology
19
+ 0.56%
$67.46 - $78.0 $1.28K - $1.48K
3.42K $263M
IEMG
Ishares Inc

ETFs
156
+ 1.34%
N/A
11.8K $793M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.43%
$744.6 - $838.97 $745 - $839
233 $205M
VTV
Vanguard Value ETF

ETFs
20
+ 0.49%
$182.87 - $189.72 $3.66K - $3.79K
4.11K $785M
Blackrock ETF Trust
515
New
N/A
515 $17.2M
AAPL
Apple Inc.

Technology
1
+ 0.11%
$245.27 - $275.25 $245 - $275
950 $258M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39
+ 0.45%
$114.27 - $121.15 $4.46K - $4.72K
8.63K $1.04B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
150
New
N/A
150 $15.5M
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.18%
$261.57 - $287.42 $523 - $575
1.13K $329M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.16%
$470.44 - $504.26 $941 - $1.01K
1.22K $593M
Blackrock ETF Trust Ii
496
+ 0.67%
N/A
74.6K $3.79B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
25
New
$325.34 - $368.61 $8.13K - $9.22K
25 $9.03M
IFRA
Ishares Tr

ETFs
168
New
$52.02 - $54.04 $8.74K - $9.08K
168 $8.84M
DFSU
Dimensional ETF Tr Dimen Us Su
18
+ 0.21%
N/A
8.43K $366M
Ishares Bitcoin Trust ETF
173
New
N/A
173 $8.59M
Solstice Advanced Matls Inc
169
New
N/A
169 $8.21M
DFSE
Dimensional ETF Tr Dimen Emrgn
130
+ 8.58%
N/A
1.65K $68.2M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.27%
$141.95 - $152.82 $142 - $153
370 $57.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9
+ 0.52%
$98.0 - $102.56 $882 - $923
1.74K $179M
DFSI
Dimensional ETF Tr Dimen Intl
98
+ 16.42%
N/A
695 $29.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.21%
$161.21 - $171.97 $484 - $516
1.43K $241M
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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