Keystone Financial Group, Inc. Top Holdings and 13F Report (2025) About Keystone Financial Group, Inc.Investment ActivityKeystone Financial Group, Inc. has $123.54 million in total holdings as of December 31, 2024.Keystone Financial Group, Inc. owns shares of 160 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional US Core Equity Market ETF $24,156,252iShares 0-3 Month Treasury Bond ETF $13,619,923Schwab US Dividend Equity ETF $8,197,272Vanguard International Dividend Appreciation ETF $7,989,392Vanguard Dividend Appreciation ETF $6,912,591 Sector AllocationMap of 500 Largest Holdings ofKeystone Financial Group, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$24,156,252596,58219.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$13,619,923135,76511.0%ETFSCHDSchwab US Dividend Equity ETF$8,197,272299,9816.6%ETFVIGIVanguard International Dividend Appreciation ETF$7,989,39299,8776.5%ETFVIGVanguard Dividend Appreciation ETF$6,912,59135,2995.6%ETFSHViShares Short Treasury Bond ETF$4,895,28544,4584.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,755,35277,5583.0%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$3,541,220102,3772.9%ETFVANGUARD MALVERN FDS$3,394,39344,6692.7%CORE-PLUS BD ETFDFSDDimensional Short-Duration Fixed Income ETF$3,186,76067,9772.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,755,72921,4252.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,572,741103,4892.1%ETFEMLPFirst Trust North American Energy Infrastructure Fund$2,269,83663,6701.8%ETFSSBKSouthern States Bancshares$1,994,20359,8681.6%FinanceMEARiShares Short Maturity Municipal Bond Active ETF$1,781,78335,6711.4%ETFIXUSiShares Core MSCI Total International Stock ETF$1,763,13826,6581.4%ManufacturingUSRTiShares Core U.S. REIT ETF$1,709,71129,8361.4%ETFVLUEiShares MSCI USA Value Factor ETF$1,224,95611,5991.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,211,48716,9601.0%ETFIJRiShares Core S&P Small-Cap ETF$1,181,89510,2581.0%ETFIEFAiShares Core MSCI EAFE ETF$1,140,03316,2210.9%ETFSCHYSchwab International Dividend Equity ETF$950,24641,1010.8%ETFTFCTruist Financial$916,77121,1330.7%FinancePSEPInnovator U.S. Equity Power Buffer ETF - September$849,71421,7400.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$827,6139,3210.7%ETFVTVVanguard Value ETF$726,7954,2930.6%ETFDIMENSIONAL ETF TRUST$713,04911,4160.6%WORLD EQUITY ETFPMARInnovator U.S. Equity Power Buffer ETF - March$704,89217,5390.6%TransportationPAPRInnovator U.S. Equity Power Buffer ETF - April$682,17718,5860.6%ETFGNMAiShares GNMA Bond ETF$675,94215,7450.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$616,02511,7970.5%ETFVUGVanguard Growth ETF$601,7941,4660.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$583,8572,8220.5%ETFUCBIUnited Community Banks$579,43517,8010.5%FinancePOCTInnovator U.S. Equity Power Buffer ETF - October$577,51114,5960.5%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$550,57615,4460.4%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$538,62713,0830.4%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$529,14714,3790.4%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$527,95113,7130.4%ETFVTIVanguard Total Stock Market ETF$524,2161,8090.4%ETFINNOVATOR ETFS TRUST$505,20418,5260.4%EQUITY DEFINED PNEARiShares Short Duration Bond Active ETF$484,1949,5880.4%ETFKOCoca-Cola$393,9196,3270.3%Consumer StaplesMSFTMicrosoft$377,0418950.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$369,0704,7760.3%ETFBRK.BBerkshire Hathaway$367,6108110.3%FinanceINMUiShares Intermediate Muni Income Active ETF$340,08114,4100.3%ETFJNJJohnson & Johnson$334,2532,3110.3%MedicalPJANInnovator U.S. Equity Power Buffer ETF - January$332,8467,8780.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$325,2526,2910.3%ManufacturingDFSUDimensional US Sustainability Core 1 ETF$316,6438,3550.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$314,57313,8580.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$303,3406,3500.2%ManufacturingTRVTravelers Companies$274,5631,1400.2%FinanceNVDANVIDIA$257,1821,9150.2%Computer and TechnologyCSCOCisco Systems$253,7954,2870.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$248,9774,9670.2%ETFAAPLApple$244,6759770.2%Computer and TechnologyPDECInnovator U.S. Equity Power Buffer ETF - December$242,4306,3100.2%ETFAMGNAmgen$238,0979140.2%MedicalMUBiShares National Muni Bond ETF$227,9612,1390.2%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$217,7805,7500.2%ETFSOSouthern$216,6052,6310.2%UtilitiesWECWEC Energy Group$215,7062,2940.2%UtilitiesPJUNInnovator U.S. Equity Power Buffer ETF - June$206,9195,5150.2%ETFABBVAbbVie$206,7221,1630.2%MedicalIWFiShares Russell 1000 Growth ETF$201,0165010.2%ETFIUSGiShares Core S&P U.S. Growth ETF$198,4421,4240.2%ManufacturingIUSViShares Core S&P U.S. Value ETF$158,4891,7120.1%ManufacturingMRKMerck & Co., Inc.$150,3201,4990.1%MedicalVNQVanguard Real Estate ETF$146,8161,6480.1%ETFIJHiShares Core S&P Mid-Cap ETF$134,4432,1580.1%ETFDEDeere & Company$128,7783030.1%Industrial ProductsPFEPfizer$113,5794,2810.1%MedicalICEIntercontinental Exchange$108,0267250.1%FinanceMMM3M$105,7138190.1%Multi-Sector ConglomeratesTXNTexas Instruments$104,1025550.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$89,8551,1870.1%ETFVANGUARD MALVERN FDS$89,3321,1780.1%CORE BD ETFHONHoneywell International$86,9713850.1%Multi-Sector ConglomeratesEMREmerson Electric$82,4676650.1%Industrial ProductsPGProcter & Gamble$79,4664740.1%Consumer StaplesATOAtmos Energy$79,1825690.1%UtilitiesVBVanguard Small-Cap ETF$77,8513240.1%ETFBDXBecton, Dickinson and Company$72,2043180.1%MedicalPEPPepsiCo$68,8834530.1%Consumer StaplesHDHome Depot$66,2021700.1%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$65,5891,4510.1%ManufacturingGSThe Goldman Sachs Group$62,6591090.1%FinanceVYMVanguard High Dividend Yield ETF$61,3914810.0%ETFMDTMedtronic$59,7107410.0%MedicalKMBKimberly-Clark$57,7984370.0%Consumer StaplesVANGUARD MUN BD FDS$54,7165510.0%INTERMEDIATE TRMSUSLiShares ESG MSCI USA Leaders ETF$54,0965250.0%ManufacturingXLVHealth Care Select Sector SPDR Fund$50,4023660.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$49,3641,4900.0%ETFSCHBSchwab US Broad Market ETF$48,2912,1270.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$40,5745010.0%ManufacturingGLDSPDR Gold Shares$39,4671630.0%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$39,2681,4990.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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