Keystone Wealth Services, LLC holdings history

264 is the total number of securities Keystone Wealth Services, LLC has owned. The longest Keystone Wealth Services, LLC has owned a single stock is 8 quarters.

Keystone Wealth Services, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR888.16%9.31%10.21%Q4 2021Q3 20238
AAPL APPLE INC884.24%4.85%5.54%Q4 2021Q3 20238
ESGU ISHARES TR881.69%4.11%5.82%Q4 2021Q3 20238
IUSB ISHARES TR881.99%2.96%3.71%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS880.54%2.58%3.64%Q4 2021Q3 20238
FJUN FIRST TR EXCHNG TRADED...881.88%2.41%3.73%Q4 2021Q3 20238
MSFT MICROSOFT CORP882.12%2.34%2.66%Q4 2021Q3 20238
QQQ INVESCO QQQ TR881.87%2.23%2.49%Q4 2021Q3 20238
COP CONOCOPHILLIPS880.46%2.19%2.86%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS881.70%2.00%2.82%Q4 2021Q3 20238
BRKA BERKSHIRE HATHAWAY INC...881.65%1.75%1.89%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR881.23%1.71%2.19%Q4 2021Q3 20238
FSEP FIRST TR EXCHNG TRADED...880.77%1.59%2.84%Q4 2021Q3 20238
GOVT ISHARES TR880.19%1.48%2.83%Q4 2021Q3 20238
FAUG FIRST TR EXCHNG TRADED...881.14%1.36%2.27%Q4 2021Q3 20238
MUB ISHARES TR881.01%1.35%1.75%Q4 2021Q3 20238
FEX FIRST TR LRGE CP CORE ...880.88%1.14%1.61%Q4 2021Q3 20238
FDEC FIRST TR EXCHNG TRADED...880.77%0.98%1.06%Q4 2021Q3 20238
EFV ISHARES TR880.66%0.96%1.22%Q4 2021Q3 20238
USMV ISHARES TR880.53%0.92%1.08%Q4 2021Q3 20238
AMZN AMAZON COM INC880.64%0.86%0.96%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.81%0.84%0.87%Q4 2021Q3 20238
TT TRANE TECHNOLOGIES PLC880.61%0.74%0.86%Q4 2021Q3 20238
MBB ISHARES TR880.18%0.73%1.31%Q4 2021Q3 20238
EFG ISHARES TR880.13%0.65%1.47%Q4 2021Q3 20238
FTA FIRST TR LRG CP VL ALP...880.36%0.62%0.75%Q4 2021Q3 20238
FOCT FIRST TR EXCHNG TRADED...880.12%0.62%1.28%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.57%0.62%0.68%Q4 2021Q3 20238
VLUE ISHARES TR880.20%0.60%1.41%Q4 2021Q3 20238
IWM ISHARES TR880.46%0.59%0.67%Q4 2021Q3 20238
FNOV FIRST TR EXCHNG TRADED...880.44%0.57%0.72%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.45%0.56%0.64%Q4 2021Q3 20238
FTCS FIRST TR EXCHANGE-TRAD...880.48%0.55%0.61%Q4 2021Q3 20238
IJR ISHARES TR880.14%0.54%1.12%Q4 2021Q3 20238
IWD ISHARES TR880.44%0.53%0.61%Q4 2021Q3 20238
FTC FIRST TRUST LRGCP GWT ...880.42%0.52%0.86%Q4 2021Q3 20238
BELPOINTE PREP LLC880.43%0.52%0.58%Q4 2021Q3 20238
VO VANGUARD INDEX FDS880.43%0.51%0.69%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.41%0.49%0.63%Q4 2021Q3 20238
ABBV ABBVIE INC880.36%0.48%0.56%Q4 2021Q3 20238
DJAN FIRST TR EXCHNG TRADED...880.14%0.45%0.70%Q4 2021Q3 20238
FNX FIRST TR MID CAP CORE ...880.34%0.42%0.61%Q4 2021Q3 20238
IXN ISHARES TR880.24%0.42%1.10%Q4 2021Q3 20238
TSLA TESLA INC880.20%0.38%0.47%Q4 2021Q3 20238
V VISA INC880.34%0.37%0.40%Q4 2021Q3 20238
DIS DISNEY WALT CO880.25%0.37%0.56%Q4 2021Q3 20238
PDEC INNOVATOR ETFS TR880.22%0.36%0.56%Q4 2021Q3 20238
ITOT ISHARES TR880.32%0.35%0.40%Q4 2021Q3 20238
GOOGL ALPHABET INC880.31%0.35%0.42%Q4 2021Q3 20238
FJUL FIRST TR EXCHNG TRADED...880.20%0.35%1.12%Q4 2021Q3 20238
PFE PFIZER INC880.21%0.34%0.44%Q4 2021Q3 20238
AXTI AXT INC880.14%0.33%0.53%Q4 2021Q3 20238
PM PHILIP MORRIS INTL INC880.28%0.32%0.36%Q4 2021Q3 20238
DIA SPDR DOW JONES INDL AV...880.21%0.32%0.42%Q4 2021Q3 20238
SCHX SCHWAB STRATEGIC TR880.23%0.32%0.57%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.28%0.31%0.33%Q4 2021Q3 20238
TGT TARGET CORP880.16%0.30%0.44%Q4 2021Q3 20238
DFEB FIRST TR EXCHNG TRADED...880.29%0.29%0.31%Q4 2021Q3 20238
EFA ISHARES TR880.14%0.29%0.33%Q4 2021Q3 20238
IRT INDEPENDENCE RLTY TR INC880.16%0.29%0.68%Q4 2021Q3 20238
FYX FIRST TR SML CP CORE A...880.23%0.28%0.40%Q4 2021Q3 20238
FAPR FIRST TR EXCHNG TRADED...880.10%0.27%0.40%Q4 2021Q3 20238
ABT ABBOTT LABS880.18%0.27%0.34%Q4 2021Q3 20238
MO ALTRIA GROUP INC880.20%0.25%0.28%Q4 2021Q3 20238
FVD FIRST TR VALUE LINE DI...880.20%0.24%0.26%Q4 2021Q3 20238
IJH ISHARES TR880.20%0.24%0.37%Q4 2021Q3 20238
HD HOME DEPOT INC880.22%0.24%0.31%Q4 2021Q3 20238
MCD MCDONALDS CORP880.20%0.24%0.25%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.12%0.23%0.42%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.22%0.23%0.28%Q4 2021Q3 20238
AMGN AMGEN INC880.19%0.23%0.27%Q4 2021Q3 20238
SUB ISHARES TR880.09%0.23%0.38%Q4 2021Q3 20238
RDVY FIRST TR EXCHANGE-TRAD...880.15%0.23%0.30%Q4 2021Q3 20238
CALB CALIFORNIA BANCORP INC880.15%0.22%0.27%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.19%0.22%0.30%Q4 2021Q3 20238
IWF ISHARES TR880.17%0.22%0.25%Q4 2021Q3 20238
IR INGERSOLL RAND INC880.18%0.21%0.24%Q4 2021Q3 20238
DVY ISHARES TR880.18%0.21%0.26%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO880.16%0.21%0.25%Q4 2021Q3 20238
QQEW FIRST TR NAS100 EQ WEI...880.18%0.20%0.30%Q4 2021Q3 20238
QCOM QUALCOMM INC880.13%0.20%0.30%Q4 2021Q3 20238
GIS GENERAL MLS INC880.16%0.20%0.26%Q4 2021Q3 20238
RPG INVESCO EXCHANGE TRADE...880.12%0.20%0.51%Q4 2021Q3 20238
IJS ISHARES TR880.11%0.18%0.33%Q4 2021Q3 20238
WMT WALMART INC880.13%0.17%0.23%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.13%0.17%0.25%Q4 2021Q3 20238
PEP PEPSICO INC880.15%0.17%0.19%Q4 2021Q3 20238
CORP PIMCO ETF TR880.12%0.16%0.20%Q4 2021Q3 20238
MRK MERCK & CO INC880.11%0.16%0.21%Q4 2021Q3 20238
ALLE ALLEGION PLC880.14%0.16%0.19%Q4 2021Q3 20238
QTEC FIRST TR NASDAQ 100 TE...880.12%0.16%0.22%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.14%0.15%0.16%Q4 2021Q3 20238
PH PARKER-HANNIFIN CORP880.13%0.15%0.18%Q4 2021Q3 20238
FB META PLATFORMS INC880.10%0.15%0.17%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.12%0.15%0.17%Q4 2021Q3 20238
SCHM SCHWAB STRATEGIC TR880.10%0.14%0.24%Q4 2021Q3 20238
IWS ISHARES TR880.12%0.14%0.15%Q4 2021Q3 20238
IWO ISHARES TR880.11%0.14%0.24%Q4 2021Q3 20238
BA BOEING CO880.10%0.14%0.16%Q4 2021Q3 20238
DFAC DIMENSIONAL ETF TRUST880.13%0.13%0.15%Q4 2021Q3 20238
MDLZ MONDELEZ INTL INC880.12%0.13%0.14%Q4 2021Q3 20238
FLO FLOWERS FOODS INC880.08%0.13%0.16%Q4 2021Q3 20238
IWN ISHARES TR880.11%0.13%0.15%Q4 2021Q3 20238
SCHA SCHWAB STRATEGIC TR880.09%0.12%0.27%Q4 2021Q3 20238
FNY FIRST TR EXCHANGE-TRAD...880.10%0.12%0.18%Q4 2021Q3 20238
GOOG ALPHABET INC880.10%0.12%0.14%Q4 2021Q3 20238
VDC VANGUARD WORLD FDS880.09%0.11%0.14%Q4 2021Q3 20238
KO COCA COLA CO880.09%0.11%0.13%Q4 2021Q3 20238
T AT&T INC880.06%0.11%0.16%Q4 2021Q3 20238
FSMB FIRST TR EXCH TRADED F...880.08%0.11%0.13%Q4 2021Q3 20238
CMI CUMMINS INC880.09%0.10%0.12%Q4 2021Q3 20238
MUC BLACKROCK MUNIHLDNGS C...880.07%0.10%0.13%Q4 2021Q3 20238
HFRO HIGHLAND OPPORTUNITIES880.05%0.07%0.08%Q4 2021Q3 20238
NAD NUVEEN QUALITY MUNCP I...880.05%0.06%0.08%Q4 2021Q3 20238
NAK NORTHERN DYNASTY MINER...880.00%0.00%0.00%Q4 2021Q3 20238
DNOV FIRST TR EXCHNG TRADED...770.59%1.83%4.73%Q1 2022Q3 20237
PNOV INNOVATOR ETFS TR430.60%1.30%1.95%Q4 2021Q3 20237
FIRST TR EXCHNG TRADED...770.20%1.11%2.38%Q1 2022Q3 20237
FFEB FIRST TR EXCHNG TRADED...770.73%0.89%1.02%Q1 2022Q3 20237
PSX PHILLIPS 66770.66%0.75%0.86%Q1 2022Q3 20237
PMAR INNOVATOR ETFS TR770.33%0.62%0.96%Q1 2022Q3 20237
FALN ISHARES TR770.14%0.52%1.31%Q4 2021Q2 20237
FJAN FIRST TR EXCHNG TRADED...770.19%0.37%0.60%Q1 2022Q3 20237
POCT INNOVATOR ETFS TR770.11%0.31%0.65%Q4 2021Q2 20237
FMAR FIRST TR EXCHNG TRADED...770.28%0.31%0.33%Q1 2022Q3 20237
FTSM FIRST TR EXCHANGE-TRAD...430.10%0.26%0.55%Q4 2021Q3 20237
SCHF SCHWAB STRATEGIC TR520.13%0.25%0.76%Q4 2021Q3 20237
VZ VERIZON COMMUNICATIONS...770.11%0.17%0.22%Q4 2021Q2 20237
IHI ISHARES TR770.09%0.15%0.26%Q4 2021Q2 20237
ADM ARCHER DANIELS MIDLAND CO770.09%0.12%0.15%Q4 2021Q2 20237
NEE NEXTERA ENERGY INC770.10%0.12%0.13%Q4 2021Q2 20237
CVX CHEVRON CORP NEW770.10%0.11%0.13%Q1 2022Q3 20237
BP BP PLC770.10%0.11%0.12%Q1 2022Q3 20237
KMB KIMBERLY-CLARK CORP770.09%0.11%0.12%Q4 2021Q2 20237
VBR VANGUARD INDEX FDS430.08%0.10%0.14%Q4 2021Q3 20237
UPS UNITED PARCEL SERVICE INC770.08%0.10%0.11%Q4 2021Q2 20237
VRM VROOM INC770.00%0.01%0.01%Q1 2022Q3 20237
VTIP VANGUARD MALVERN FDS660.09%2.52%5.01%Q4 2021Q1 20236
FMAY FIRST TR EXCHNG TRADED...660.15%0.91%2.41%Q2 2022Q3 20236
DAPR FIRST TR EXCHNG TRADED...660.10%0.50%0.83%Q2 2022Q3 20236
TLH ISHARES TR660.28%0.36%0.56%Q1 2022Q2 20236
IYE ISHARES TR660.09%0.29%0.54%Q4 2021Q1 20236
IFRA ISHARES TR660.16%0.19%0.24%Q2 2022Q3 20236
NJAN INNOVATOR ETFS TR330.09%0.18%0.35%Q1 2022Q3 20236
IVW ISHARES TR510.10%0.16%0.39%Q4 2021Q3 20236
LLY LILLY ELI & CO660.09%0.12%0.17%Q2 2022Q3 20236
MMM 3M CO660.09%0.12%0.13%Q4 2021Q1 20236
CAH CARDINAL HEALTH INC510.08%0.11%0.12%Q1 2022Q3 20236
ORCL ORACLE CORP420.08%0.11%0.14%Q4 2021Q3 20236
IYH ISHARES TR510.08%0.10%0.12%Q4 2021Q3 20236
BX BLACKSTONE INC420.08%0.10%0.12%Q4 2021Q3 20236
PSLV SPROTT PHYSICAL SILVER TR660.06%0.10%0.12%Q2 2022Q3 20236
WM WASTE MGMT INC DEL510.08%0.09%0.10%Q4 2021Q2 20236
LOW LOWES COS INC420.08%0.09%0.10%Q4 2021Q2 20236
XLP SELECT SECTOR SPDR TR330.08%0.09%0.10%Q4 2021Q2 20236
PAUG INNOVATOR ETFS TR551.18%1.24%1.29%Q3 2022Q3 20235
TIP ISHARES TR550.28%0.92%1.63%Q4 2021Q4 20225
PSEP INNOVATOR ETFS TR550.22%0.68%0.84%Q3 2022Q3 20235
WFC WELLS FARGO CO NEW550.53%0.58%0.65%Q3 2022Q3 20235
COMT ISHARES U S ETF TR550.16%0.31%0.54%Q4 2021Q4 20225
SHYG ISHARES TR320.10%0.31%0.75%Q4 2021Q1 20235
PFEB INNOVATOR ETFS TR320.11%0.26%0.37%Q1 2022Q3 20235
DDEC FIRST TR EXCHNG TRADED...550.08%0.25%0.51%Q2 2022Q2 20235
APOLLO GLOBAL MGMT INC410.10%0.11%0.13%Q1 2022Q3 20235
IWV ISHARES TR320.08%0.09%0.10%Q4 2021Q3 20235
IYW ISHARES TR440.42%0.60%0.76%Q4 2022Q3 20234
FIRST TR EXCHNG TRADED...440.56%0.57%0.61%Q4 2022Q3 20234
SPAB SPDR SER TR440.45%0.57%0.66%Q4 2022Q3 20234
SPBO SPDR SER TR440.44%0.54%0.63%Q4 2022Q3 20234
SPHY SPDR SER TR440.38%0.43%0.46%Q4 2022Q3 20234
ESGE ISHARES INC440.12%0.41%0.67%Q4 2021Q3 20224
SPMD SPDR SER TR440.36%0.38%0.40%Q4 2022Q3 20234
SPDW SPDR INDEX SHS FDS440.33%0.36%0.38%Q4 2022Q3 20234
VLU SPDR SER TR440.34%0.34%0.35%Q4 2022Q3 20234
HDV ISHARES TR440.14%0.33%0.55%Q2 2022Q1 20234
FLOT ISHARES TR440.30%0.33%0.34%Q4 2022Q3 20234
PJAN INNOVATOR ETFS TR440.14%0.29%0.35%Q4 2022Q3 20234
VYM VANGUARD WHITEHALL FDS440.25%0.26%0.26%Q4 2022Q3 20234
PFF ISHARES TR440.22%0.24%0.27%Q4 2022Q3 20234
LQD ISHARES TR210.10%0.22%0.47%Q4 2021Q3 20234
SLYG SPDR SER TR440.20%0.22%0.24%Q4 2022Q3 20234
IBDT ISHARES TR440.14%0.20%0.23%Q4 2022Q3 20234
STIP ISHARES TR440.17%0.18%0.20%Q4 2022Q3 20234
XLV SELECT SECTOR SPDR TR440.16%0.17%0.18%Q4 2022Q3 20234
IWP ISHARES TR220.08%0.12%0.20%Q4 2021Q3 20234
JNK SPDR SER TR440.11%0.12%0.13%Q4 2022Q3 20234
MDT MEDTRONIC PLC440.10%0.10%0.11%Q4 2021Q3 20224
IWB ISHARES TR440.09%0.09%0.09%Q4 2022Q3 20234
O REALTY INCOME CORP310.08%0.09%0.09%Q4 2021Q1 20234
FBND FIDELITY MERRIMACK STR TR330.13%0.97%2.62%Q1 2023Q3 20233
STX SEAGATE TECHNOLOGY HLD...330.40%0.44%0.47%Q1 2023Q3 20233
EEMV ISHARES INC330.28%0.41%0.56%Q1 2023Q3 20233
VUG VANGUARD INDEX FDS330.11%0.35%0.67%Q4 2021Q2 20223
IXG ISHARES TR330.11%0.30%0.47%Q4 2021Q2 20223
MTUM ISHARES TR210.10%0.24%0.31%Q4 2021Q1 20233
IGSB ISHARES TR330.10%0.22%0.39%Q4 2021Q2 20223
ICVT ISHARES TR330.18%0.21%0.26%Q2 2022Q4 20223
EMB ISHARES TR330.13%0.21%0.37%Q1 2023Q3 20233
NEAR ISHARES U S ETF TR330.14%0.16%0.20%Q4 2021Q2 20223
GBIL GOLDMAN SACHS ETF TR330.14%0.15%0.18%Q1 2023Q3 20233
QDEC FIRST TR EXCHNG TRADED...330.15%0.15%0.15%Q1 2023Q3 20233
QMAR FIRST TR EXCHNG TRADED...210.09%0.10%0.11%Q2 2022Q3 20233
UNH UNITEDHEALTH GROUP INC330.08%0.09%0.10%Q3 2022Q1 20233
FXH FIRST TR EXCHANGE TRAD...330.09%0.09%0.10%Q4 2021Q2 20223
NMTR 9 METERS BIOPHARMA INC330.00%0.00%0.01%Q4 2021Q2 20223
QUAL ISHARES TR221.44%1.59%1.73%Q2 2023Q3 20232
QJUN FIRST TR EXCHNG TRADED...220.54%0.62%0.70%Q2 2023Q3 20232
FIRST TR EXCHNG TRADED...220.33%0.33%0.33%Q2 2023Q3 20232
IEMG ISHARES INC110.12%0.31%0.50%Q4 2021Q2 20222
FIRST TR EXCHNG TRADED...220.16%0.30%0.44%Q2 2023Q3 20232
FIRST TR EXCHNG TRADED...220.30%0.30%0.30%Q2 2023Q3 20232
FIRST TR EXCHNG TRADED...220.26%0.26%0.26%Q2 2023Q3 20232
PEAKSTONE REALTY TRUST220.21%0.26%0.31%Q2 2023Q3 20232
PMAY INNOVATOR ETFS TR220.23%0.23%0.24%Q2 2023Q3 20232
NAPR INNOVATOR ETFS TR220.22%0.23%0.24%Q2 2023Q3 20232
FDN FIRST TR EXCHANGE-TRAD...220.14%0.16%0.18%Q4 2021Q1 20222
COIN COINBASE GLOBAL INC220.12%0.15%0.17%Q4 2021Q1 20222
FXL FIRST TR EXCHANGE TRAD...220.12%0.13%0.14%Q4 2021Q1 20222
VFC V F CORP220.11%0.12%0.14%Q4 2021Q1 20222
SLV ISHARES SILVER TR220.11%0.12%0.12%Q4 2021Q1 20222
INTC INTEL CORP220.11%0.11%0.11%Q4 2021Q1 20222
SKYY FIRST TR EXCHANGE TRAD...220.09%0.10%0.11%Q4 2021Q1 20222
BOND PIMCO ETF TR220.09%0.10%0.10%Q2 2023Q3 20232
CMCSA COMCAST CORP NEW220.09%0.10%0.10%Q4 2021Q1 20222
CLX CLOROX CO DEL110.08%0.10%0.11%Q4 2021Q1 20232
IEFA ISHARES TR220.09%0.09%0.10%Q4 2021Q1 20222
FIRST TR EXCHNG TRADED...220.09%0.09%0.10%Q2 2023Q3 20232
FIRST TR EXCHNG TRADED...220.09%0.09%0.09%Q2 2023Q3 20232
AMD ADVANCED MICRO DEVICES...220.09%0.09%0.09%Q2 2023Q3 20232
SCHD SCHWAB STRATEGIC TR110.08%0.09%0.09%Q1 2022Q4 20222
ADP AUTOMATIC DATA PROCESS...110.08%0.08%0.09%Q4 2021Q4 20222
EEM ISHARES TR220.08%0.08%0.09%Q1 2023Q2 20232
MYC BLACKROCK MUNIYIELD CA...220.06%0.06%0.07%Q4 2021Q1 20222
MICT TINGO GROUP INC220.00%0.00%0.01%Q2 2023Q3 20232
LMBS FIRST TR EXCHANGE-TRAD...110.89%0.89%0.89%Q3 2023Q3 20231
FIXD FIRST TR EXCHNG TRADED...110.53%0.53%0.53%Q3 2023Q3 20231
PJUL INNOVATOR ETFS TR110.45%0.45%0.45%Q3 2023Q3 20231
FDLO FIDELITY COVINGTON TRUST110.31%0.31%0.31%Q3 2023Q3 20231
UAUG INNOVATOR ETFS TR110.21%0.21%0.21%Q3 2023Q3 20231
VV VANGUARD INDEX FDS110.18%0.18%0.18%Q3 2023Q3 20231
FBT FIRST TR EXCHANGE-TRAD...110.12%0.12%0.12%Q4 2021Q4 20211
ESGV VANGUARD WORLD FD110.12%0.12%0.12%Q1 2023Q1 20231
NJUL INNOVATOR ETFS TR110.12%0.12%0.12%Q3 2023Q3 20231
DAUG FIRST TR EXCHNG TRADED...110.12%0.12%0.12%Q2 2022Q2 20221
APO APOLLO GLOBAL MGMT INC110.12%0.12%0.12%Q4 2021Q4 20211
IBB ISHARES TR110.12%0.12%0.12%Q4 2021Q4 20211
DJUL FIRST TR EXCHNG TRADED...110.11%0.11%0.11%Q3 2023Q3 20231
IWR ISHARES TR110.11%0.11%0.11%Q2 2023Q2 20231
FIRST TR EXCHNG TRADED...110.11%0.11%0.11%Q3 2023Q3 20231
GD GENERAL DYNAMICS CORP110.10%0.10%0.10%Q3 2023Q3 20231
VEA VANGUARD TAX-MANAGED FDS110.10%0.10%0.10%Q2 2023Q2 20231
SCHW SCHWAB CHARLES CORP110.09%0.09%0.09%Q3 2023Q3 20231
ED CONSOLIDATED EDISON INC110.09%0.09%0.09%Q4 2022Q4 20221
TLT ISHARES TR110.09%0.09%0.09%Q1 2022Q1 20221
EL LAUDER ESTEE COS INC110.09%0.09%0.09%Q3 2023Q3 20231
FCAL FIRST TR EXCH TRADED F...110.08%0.08%0.08%Q4 2021Q4 20211
VWO VANGUARD INTL EQUITY I...110.08%0.08%0.08%Q1 2022Q1 20221
IBM INTERNATIONAL BUSINESS...110.08%0.08%0.08%Q4 2021Q4 20211
KWR QUAKER HOUGHTON110.08%0.08%0.08%Q3 2023Q3 20231
JEPI J P MORGAN EXCHANGE TR...110.08%0.08%0.08%Q3 2023Q3 20231
HON HONEYWELL INTL INC110.08%0.08%0.08%Q2 2023Q2 20231
FPE FIRST TR EXCH TRADED F...110.07%0.07%0.07%Q3 2023Q3 20231
NMZ NUVEEN MUN HIGH INCOME...110.05%0.05%0.05%Q4 2022Q4 20221
MARKFORGED HOLDING COR...110.02%0.02%0.02%Q2 2023Q2 20231

The securities at the top of the list , including ISHARES TR, APPLE INC, and ISHARES TR, are the highest-conviction holdings of Keystone Wealth Services, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Keystone Wealth Services, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Keystone Wealth Services, LLC owns currently or has owned in the past.