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.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 8 | 8 | 8.16% | 9.31% | 10.21% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 4.24% | 4.85% | 5.54% | Q4 2021 | Q3 2023 | 8 |
ESGU | ISHARES TR | 8 | 8 | 1.69% | 4.11% | 5.82% | Q4 2021 | Q3 2023 | 8 |
IUSB | ISHARES TR | 8 | 8 | 1.99% | 2.96% | 3.71% | Q4 2021 | Q3 2023 | 8 |
VTV | VANGUARD INDEX FDS | 8 | 8 | 0.54% | 2.58% | 3.64% | Q4 2021 | Q3 2023 | 8 |
FJUN | FIRST TR EXCHNG TRADED... | 8 | 8 | 1.88% | 2.41% | 3.73% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 2.12% | 2.34% | 2.66% | Q4 2021 | Q3 2023 | 8 |
QQQ | INVESCO QQQ TR | 8 | 8 | 1.87% | 2.23% | 2.49% | Q4 2021 | Q3 2023 | 8 |
COP | CONOCOPHILLIPS | 8 | 8 | 0.46% | 2.19% | 2.86% | Q4 2021 | Q3 2023 | 8 |
VOO | VANGUARD INDEX FDS | 8 | 8 | 1.70% | 2.00% | 2.82% | Q4 2021 | Q3 2023 | 8 |
BRKA | BERKSHIRE HATHAWAY INC... | 8 | 8 | 1.65% | 1.75% | 1.89% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TR | 8 | 8 | 1.23% | 1.71% | 2.19% | Q4 2021 | Q3 2023 | 8 |
FSEP | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.77% | 1.59% | 2.84% | Q4 2021 | Q3 2023 | 8 |
GOVT | ISHARES TR | 8 | 8 | 0.19% | 1.48% | 2.83% | Q4 2021 | Q3 2023 | 8 |
FAUG | FIRST TR EXCHNG TRADED... | 8 | 8 | 1.14% | 1.36% | 2.27% | Q4 2021 | Q3 2023 | 8 |
MUB | ISHARES TR | 8 | 8 | 1.01% | 1.35% | 1.75% | Q4 2021 | Q3 2023 | 8 |
FEX | FIRST TR LRGE CP CORE ... | 8 | 8 | 0.88% | 1.14% | 1.61% | Q4 2021 | Q3 2023 | 8 |
FDEC | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.77% | 0.98% | 1.06% | Q4 2021 | Q3 2023 | 8 |
EFV | ISHARES TR | 8 | 8 | 0.66% | 0.96% | 1.22% | Q4 2021 | Q3 2023 | 8 |
USMV | ISHARES TR | 8 | 8 | 0.53% | 0.92% | 1.08% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.64% | 0.86% | 0.96% | Q4 2021 | Q3 2023 | 8 |
COST | COSTCO WHSL CORP NEW | 8 | 8 | 0.81% | 0.84% | 0.87% | Q4 2021 | Q3 2023 | 8 |
TT | TRANE TECHNOLOGIES PLC | 8 | 8 | 0.61% | 0.74% | 0.86% | Q4 2021 | Q3 2023 | 8 |
MBB | ISHARES TR | 8 | 8 | 0.18% | 0.73% | 1.31% | Q4 2021 | Q3 2023 | 8 |
EFG | ISHARES TR | 8 | 8 | 0.13% | 0.65% | 1.47% | Q4 2021 | Q3 2023 | 8 |
FTA | FIRST TR LRG CP VL ALP... | 8 | 8 | 0.36% | 0.62% | 0.75% | Q4 2021 | Q3 2023 | 8 |
FOCT | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.12% | 0.62% | 1.28% | Q4 2021 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.57% | 0.62% | 0.68% | Q4 2021 | Q3 2023 | 8 |
VLUE | ISHARES TR | 8 | 8 | 0.20% | 0.60% | 1.41% | Q4 2021 | Q3 2023 | 8 |
IWM | ISHARES TR | 8 | 8 | 0.46% | 0.59% | 0.67% | Q4 2021 | Q3 2023 | 8 |
FNOV | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.44% | 0.57% | 0.72% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 0.45% | 0.56% | 0.64% | Q4 2021 | Q3 2023 | 8 |
FTCS | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.48% | 0.55% | 0.61% | Q4 2021 | Q3 2023 | 8 |
IJR | ISHARES TR | 8 | 8 | 0.14% | 0.54% | 1.12% | Q4 2021 | Q3 2023 | 8 |
IWD | ISHARES TR | 8 | 8 | 0.44% | 0.53% | 0.61% | Q4 2021 | Q3 2023 | 8 |
FTC | FIRST TRUST LRGCP GWT ... | 8 | 8 | 0.42% | 0.52% | 0.86% | Q4 2021 | Q3 2023 | 8 |
BELPOINTE PREP LLC | 8 | 8 | 0.43% | 0.52% | 0.58% | Q4 2021 | Q3 2023 | 8 | |
VO | VANGUARD INDEX FDS | 8 | 8 | 0.43% | 0.51% | 0.69% | Q4 2021 | Q3 2023 | 8 |
SBUX | STARBUCKS CORP | 8 | 8 | 0.41% | 0.49% | 0.63% | Q4 2021 | Q3 2023 | 8 |
ABBV | ABBVIE INC | 8 | 8 | 0.36% | 0.48% | 0.56% | Q4 2021 | Q3 2023 | 8 |
DJAN | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.14% | 0.45% | 0.70% | Q4 2021 | Q3 2023 | 8 |
FNX | FIRST TR MID CAP CORE ... | 8 | 8 | 0.34% | 0.42% | 0.61% | Q4 2021 | Q3 2023 | 8 |
IXN | ISHARES TR | 8 | 8 | 0.24% | 0.42% | 1.10% | Q4 2021 | Q3 2023 | 8 |
TSLA | TESLA INC | 8 | 8 | 0.20% | 0.38% | 0.47% | Q4 2021 | Q3 2023 | 8 |
V | VISA INC | 8 | 8 | 0.34% | 0.37% | 0.40% | Q4 2021 | Q3 2023 | 8 |
DIS | DISNEY WALT CO | 8 | 8 | 0.25% | 0.37% | 0.56% | Q4 2021 | Q3 2023 | 8 |
PDEC | INNOVATOR ETFS TR | 8 | 8 | 0.22% | 0.36% | 0.56% | Q4 2021 | Q3 2023 | 8 |
ITOT | ISHARES TR | 8 | 8 | 0.32% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC | 8 | 8 | 0.31% | 0.35% | 0.42% | Q4 2021 | Q3 2023 | 8 |
FJUL | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.20% | 0.35% | 1.12% | Q4 2021 | Q3 2023 | 8 |
PFE | PFIZER INC | 8 | 8 | 0.21% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
AXTI | AXT INC | 8 | 8 | 0.14% | 0.33% | 0.53% | Q4 2021 | Q3 2023 | 8 |
PM | PHILIP MORRIS INTL INC | 8 | 8 | 0.28% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
DIA | SPDR DOW JONES INDL AV... | 8 | 8 | 0.21% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 8 |
SCHX | SCHWAB STRATEGIC TR | 8 | 8 | 0.23% | 0.32% | 0.57% | Q4 2021 | Q3 2023 | 8 |
VIG | VANGUARD SPECIALIZED F... | 8 | 8 | 0.28% | 0.31% | 0.33% | Q4 2021 | Q3 2023 | 8 |
TGT | TARGET CORP | 8 | 8 | 0.16% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 8 |
DFEB | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.29% | 0.29% | 0.31% | Q4 2021 | Q3 2023 | 8 |
EFA | ISHARES TR | 8 | 8 | 0.14% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
IRT | INDEPENDENCE RLTY TR INC | 8 | 8 | 0.16% | 0.29% | 0.68% | Q4 2021 | Q3 2023 | 8 |
FYX | FIRST TR SML CP CORE A... | 8 | 8 | 0.23% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 8 |
FAPR | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.10% | 0.27% | 0.40% | Q4 2021 | Q3 2023 | 8 |
ABT | ABBOTT LABS | 8 | 8 | 0.18% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
MO | ALTRIA GROUP INC | 8 | 8 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
FVD | FIRST TR VALUE LINE DI... | 8 | 8 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
IJH | ISHARES TR | 8 | 8 | 0.20% | 0.24% | 0.37% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.22% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
MCD | MCDONALDS CORP | 8 | 8 | 0.20% | 0.24% | 0.25% | Q4 2021 | Q3 2023 | 8 |
NVDA | NVIDIA CORPORATION | 8 | 8 | 0.12% | 0.23% | 0.42% | Q4 2021 | Q3 2023 | 8 |
JPM | JPMORGAN CHASE & CO | 8 | 8 | 0.22% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
AMGN | AMGEN INC | 8 | 8 | 0.19% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
SUB | ISHARES TR | 8 | 8 | 0.09% | 0.23% | 0.38% | Q4 2021 | Q3 2023 | 8 |
RDVY | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.15% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
CALB | CALIFORNIA BANCORP INC | 8 | 8 | 0.15% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
VTI | VANGUARD INDEX FDS | 8 | 8 | 0.19% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
IWF | ISHARES TR | 8 | 8 | 0.17% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
IR | INGERSOLL RAND INC | 8 | 8 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
DVY | ISHARES TR | 8 | 8 | 0.18% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
BMY | BRISTOL-MYERS SQUIBB CO | 8 | 8 | 0.16% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
QQEW | FIRST TR NAS100 EQ WEI... | 8 | 8 | 0.18% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
QCOM | QUALCOMM INC | 8 | 8 | 0.13% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
GIS | GENERAL MLS INC | 8 | 8 | 0.16% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
RPG | INVESCO EXCHANGE TRADE... | 8 | 8 | 0.12% | 0.20% | 0.51% | Q4 2021 | Q3 2023 | 8 |
IJS | ISHARES TR | 8 | 8 | 0.11% | 0.18% | 0.33% | Q4 2021 | Q3 2023 | 8 |
WMT | WALMART INC | 8 | 8 | 0.13% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
XOM | EXXON MOBIL CORP | 8 | 8 | 0.13% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
PEP | PEPSICO INC | 8 | 8 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
CORP | PIMCO ETF TR | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
MRK | MERCK & CO INC | 8 | 8 | 0.11% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
ALLE | ALLEGION PLC | 8 | 8 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
QTEC | FIRST TR NASDAQ 100 TE... | 8 | 8 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PH | PARKER-HANNIFIN CORP | 8 | 8 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
FB | META PLATFORMS INC | 8 | 8 | 0.10% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
DHR | DANAHER CORPORATION | 8 | 8 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
SCHM | SCHWAB STRATEGIC TR | 8 | 8 | 0.10% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
IWS | ISHARES TR | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
IWO | ISHARES TR | 8 | 8 | 0.11% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
BA | BOEING CO | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
DFAC | DIMENSIONAL ETF TRUST | 8 | 8 | 0.13% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
MDLZ | MONDELEZ INTL INC | 8 | 8 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FLO | FLOWERS FOODS INC | 8 | 8 | 0.08% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
IWN | ISHARES TR | 8 | 8 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
SCHA | SCHWAB STRATEGIC TR | 8 | 8 | 0.09% | 0.12% | 0.27% | Q4 2021 | Q3 2023 | 8 |
FNY | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.10% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
GOOG | ALPHABET INC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
VDC | VANGUARD WORLD FDS | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
KO | COCA COLA CO | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
T | AT&T INC | 8 | 8 | 0.06% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
FSMB | FIRST TR EXCH TRADED F... | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
CMI | CUMMINS INC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MUC | BLACKROCK MUNIHLDNGS C... | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
HFRO | HIGHLAND OPPORTUNITIES | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
NAD | NUVEEN QUALITY MUNCP I... | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
NAK | NORTHERN DYNASTY MINER... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DNOV | FIRST TR EXCHNG TRADED... | 7 | 7 | 0.59% | 1.83% | 4.73% | Q1 2022 | Q3 2023 | 7 |
PNOV | INNOVATOR ETFS TR | 4 | 3 | 0.60% | 1.30% | 1.95% | Q4 2021 | Q3 2023 | 7 |
FIRST TR EXCHNG TRADED... | 7 | 7 | 0.20% | 1.11% | 2.38% | Q1 2022 | Q3 2023 | 7 | |
FFEB | FIRST TR EXCHNG TRADED... | 7 | 7 | 0.73% | 0.89% | 1.02% | Q1 2022 | Q3 2023 | 7 |
PSX | PHILLIPS 66 | 7 | 7 | 0.66% | 0.75% | 0.86% | Q1 2022 | Q3 2023 | 7 |
PMAR | INNOVATOR ETFS TR | 7 | 7 | 0.33% | 0.62% | 0.96% | Q1 2022 | Q3 2023 | 7 |
FALN | ISHARES TR | 7 | 7 | 0.14% | 0.52% | 1.31% | Q4 2021 | Q2 2023 | 7 |
FJAN | FIRST TR EXCHNG TRADED... | 7 | 7 | 0.19% | 0.37% | 0.60% | Q1 2022 | Q3 2023 | 7 |
POCT | INNOVATOR ETFS TR | 7 | 7 | 0.11% | 0.31% | 0.65% | Q4 2021 | Q2 2023 | 7 |
FMAR | FIRST TR EXCHNG TRADED... | 7 | 7 | 0.28% | 0.31% | 0.33% | Q1 2022 | Q3 2023 | 7 |
FTSM | FIRST TR EXCHANGE-TRAD... | 4 | 3 | 0.10% | 0.26% | 0.55% | Q4 2021 | Q3 2023 | 7 |
SCHF | SCHWAB STRATEGIC TR | 5 | 2 | 0.13% | 0.25% | 0.76% | Q4 2021 | Q3 2023 | 7 |
VZ | VERIZON COMMUNICATIONS... | 7 | 7 | 0.11% | 0.17% | 0.22% | Q4 2021 | Q2 2023 | 7 |
IHI | ISHARES TR | 7 | 7 | 0.09% | 0.15% | 0.26% | Q4 2021 | Q2 2023 | 7 |
ADM | ARCHER DANIELS MIDLAND CO | 7 | 7 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q2 2023 | 7 |
NEE | NEXTERA ENERGY INC | 7 | 7 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q2 2023 | 7 |
CVX | CHEVRON CORP NEW | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
BP | BP PLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
KMB | KIMBERLY-CLARK CORP | 7 | 7 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q2 2023 | 7 |
VBR | VANGUARD INDEX FDS | 4 | 3 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 7 |
UPS | UNITED PARCEL SERVICE INC | 7 | 7 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q2 2023 | 7 |
VRM | VROOM INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
VTIP | VANGUARD MALVERN FDS | 6 | 6 | 0.09% | 2.52% | 5.01% | Q4 2021 | Q1 2023 | 6 |
FMAY | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.15% | 0.91% | 2.41% | Q2 2022 | Q3 2023 | 6 |
DAPR | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.10% | 0.50% | 0.83% | Q2 2022 | Q3 2023 | 6 |
TLH | ISHARES TR | 6 | 6 | 0.28% | 0.36% | 0.56% | Q1 2022 | Q2 2023 | 6 |
IYE | ISHARES TR | 6 | 6 | 0.09% | 0.29% | 0.54% | Q4 2021 | Q1 2023 | 6 |
IFRA | ISHARES TR | 6 | 6 | 0.16% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
NJAN | INNOVATOR ETFS TR | 3 | 3 | 0.09% | 0.18% | 0.35% | Q1 2022 | Q3 2023 | 6 |
IVW | ISHARES TR | 5 | 1 | 0.10% | 0.16% | 0.39% | Q4 2021 | Q3 2023 | 6 |
LLY | LILLY ELI & CO | 6 | 6 | 0.09% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 6 |
MMM | 3M CO | 6 | 6 | 0.09% | 0.12% | 0.13% | Q4 2021 | Q1 2023 | 6 |
CAH | CARDINAL HEALTH INC | 5 | 1 | 0.08% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 6 |
ORCL | ORACLE CORP | 4 | 2 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 6 |
IYH | ISHARES TR | 5 | 1 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 6 |
BX | BLACKSTONE INC | 4 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 6 |
PSLV | SPROTT PHYSICAL SILVER TR | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
WM | WASTE MGMT INC DEL | 5 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 6 |
LOW | LOWES COS INC | 4 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 6 |
XLP | SELECT SECTOR SPDR TR | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 6 |
PAUG | INNOVATOR ETFS TR | 5 | 5 | 1.18% | 1.24% | 1.29% | Q3 2022 | Q3 2023 | 5 |
TIP | ISHARES TR | 5 | 5 | 0.28% | 0.92% | 1.63% | Q4 2021 | Q4 2022 | 5 |
PSEP | INNOVATOR ETFS TR | 5 | 5 | 0.22% | 0.68% | 0.84% | Q3 2022 | Q3 2023 | 5 |
WFC | WELLS FARGO CO NEW | 5 | 5 | 0.53% | 0.58% | 0.65% | Q3 2022 | Q3 2023 | 5 |
COMT | ISHARES U S ETF TR | 5 | 5 | 0.16% | 0.31% | 0.54% | Q4 2021 | Q4 2022 | 5 |
SHYG | ISHARES TR | 3 | 2 | 0.10% | 0.31% | 0.75% | Q4 2021 | Q1 2023 | 5 |
PFEB | INNOVATOR ETFS TR | 3 | 2 | 0.11% | 0.26% | 0.37% | Q1 2022 | Q3 2023 | 5 |
DDEC | FIRST TR EXCHNG TRADED... | 5 | 5 | 0.08% | 0.25% | 0.51% | Q2 2022 | Q2 2023 | 5 |
APOLLO GLOBAL MGMT INC | 4 | 1 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 5 | |
IWV | ISHARES TR | 3 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 5 |
IYW | ISHARES TR | 4 | 4 | 0.42% | 0.60% | 0.76% | Q4 2022 | Q3 2023 | 4 |
FIRST TR EXCHNG TRADED... | 4 | 4 | 0.56% | 0.57% | 0.61% | Q4 2022 | Q3 2023 | 4 | |
SPAB | SPDR SER TR | 4 | 4 | 0.45% | 0.57% | 0.66% | Q4 2022 | Q3 2023 | 4 |
SPBO | SPDR SER TR | 4 | 4 | 0.44% | 0.54% | 0.63% | Q4 2022 | Q3 2023 | 4 |
SPHY | SPDR SER TR | 4 | 4 | 0.38% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
ESGE | ISHARES INC | 4 | 4 | 0.12% | 0.41% | 0.67% | Q4 2021 | Q3 2022 | 4 |
SPMD | SPDR SER TR | 4 | 4 | 0.36% | 0.38% | 0.40% | Q4 2022 | Q3 2023 | 4 |
SPDW | SPDR INDEX SHS FDS | 4 | 4 | 0.33% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
VLU | SPDR SER TR | 4 | 4 | 0.34% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
HDV | ISHARES TR | 4 | 4 | 0.14% | 0.33% | 0.55% | Q2 2022 | Q1 2023 | 4 |
FLOT | ISHARES TR | 4 | 4 | 0.30% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
PJAN | INNOVATOR ETFS TR | 4 | 4 | 0.14% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
VYM | VANGUARD WHITEHALL FDS | 4 | 4 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q3 2023 | 4 |
PFF | ISHARES TR | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
LQD | ISHARES TR | 2 | 1 | 0.10% | 0.22% | 0.47% | Q4 2021 | Q3 2023 | 4 |
SLYG | SPDR SER TR | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
IBDT | ISHARES TR | 4 | 4 | 0.14% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
STIP | ISHARES TR | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
XLV | SELECT SECTOR SPDR TR | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
IWP | ISHARES TR | 2 | 2 | 0.08% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 4 |
JNK | SPDR SER TR | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
MDT | MEDTRONIC PLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
IWB | ISHARES TR | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
O | REALTY INCOME CORP | 3 | 1 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2023 | 4 |
FBND | FIDELITY MERRIMACK STR TR | 3 | 3 | 0.13% | 0.97% | 2.62% | Q1 2023 | Q3 2023 | 3 |
STX | SEAGATE TECHNOLOGY HLD... | 3 | 3 | 0.40% | 0.44% | 0.47% | Q1 2023 | Q3 2023 | 3 |
EEMV | ISHARES INC | 3 | 3 | 0.28% | 0.41% | 0.56% | Q1 2023 | Q3 2023 | 3 |
VUG | VANGUARD INDEX FDS | 3 | 3 | 0.11% | 0.35% | 0.67% | Q4 2021 | Q2 2022 | 3 |
IXG | ISHARES TR | 3 | 3 | 0.11% | 0.30% | 0.47% | Q4 2021 | Q2 2022 | 3 |
MTUM | ISHARES TR | 2 | 1 | 0.10% | 0.24% | 0.31% | Q4 2021 | Q1 2023 | 3 |
IGSB | ISHARES TR | 3 | 3 | 0.10% | 0.22% | 0.39% | Q4 2021 | Q2 2022 | 3 |
ICVT | ISHARES TR | 3 | 3 | 0.18% | 0.21% | 0.26% | Q2 2022 | Q4 2022 | 3 |
EMB | ISHARES TR | 3 | 3 | 0.13% | 0.21% | 0.37% | Q1 2023 | Q3 2023 | 3 |
NEAR | ISHARES U S ETF TR | 3 | 3 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q2 2022 | 3 |
GBIL | GOLDMAN SACHS ETF TR | 3 | 3 | 0.14% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
QDEC | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
QMAR | FIRST TR EXCHNG TRADED... | 2 | 1 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 3 |
UNH | UNITEDHEALTH GROUP INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q1 2023 | 3 |
FXH | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
NMTR | 9 METERS BIOPHARMA INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
QUAL | ISHARES TR | 2 | 2 | 1.44% | 1.59% | 1.73% | Q2 2023 | Q3 2023 | 2 |
QJUN | FIRST TR EXCHNG TRADED... | 2 | 2 | 0.54% | 0.62% | 0.70% | Q2 2023 | Q3 2023 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 | |
IEMG | ISHARES INC | 1 | 1 | 0.12% | 0.31% | 0.50% | Q4 2021 | Q2 2022 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.16% | 0.30% | 0.44% | Q2 2023 | Q3 2023 | 2 | |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 | |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 | |
PEAKSTONE REALTY TRUST | 2 | 2 | 0.21% | 0.26% | 0.31% | Q2 2023 | Q3 2023 | 2 | |
PMAY | INNOVATOR ETFS TR | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
NAPR | INNOVATOR ETFS TR | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
FDN | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
COIN | COINBASE GLOBAL INC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q1 2022 | 2 |
FXL | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
VFC | V F CORP | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
SLV | ISHARES SILVER TR | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
INTC | INTEL CORP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
SKYY | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
BOND | PIMCO ETF TR | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CMCSA | COMCAST CORP NEW | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
CLX | CLOROX CO DEL | 1 | 1 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q1 2023 | 2 |
IEFA | ISHARES TR | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 | |
FIRST TR EXCHNG TRADED... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 | |
AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q4 2022 | 2 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 2 |
EEM | ISHARES TR | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
MYC | BLACKROCK MUNIYIELD CA... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
MICT | TINGO GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LMBS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
FIXD | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
PJUL | INNOVATOR ETFS TR | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
FDLO | FIDELITY COVINGTON TRUST | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
UAUG | INNOVATOR ETFS TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
VV | VANGUARD INDEX FDS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
FBT | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
ESGV | VANGUARD WORLD FD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
NJUL | INNOVATOR ETFS TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
DAUG | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
APO | APOLLO GLOBAL MGMT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
IBB | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
DJUL | FIRST TR EXCHNG TRADED... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
FIRST TR EXCHNG TRADED... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 | |
GD | GENERAL DYNAMICS CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
VEA | VANGUARD TAX-MANAGED FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
SCHW | SCHWAB CHARLES CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
EL | LAUDER ESTEE COS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FCAL | FIRST TR EXCH TRADED F... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
VWO | VANGUARD INTL EQUITY I... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
KWR | QUAKER HOUGHTON | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HON | HONEYWELL INTL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
FPE | FIRST TR EXCH TRADED F... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NMZ | NUVEEN MUN HIGH INCOME... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
MARKFORGED HOLDING COR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 | |
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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.