Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 10.2% |
APPLE INC | 8 | Q3 2023 | 5.5% |
ISHARES TR | 8 | Q3 2023 | 5.8% |
ISHARES TR | 8 | Q3 2023 | 3.7% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 3.6% |
FIRST TR EXCHNG TRADED FD VI | 8 | Q3 2023 | 3.7% |
MICROSOFT CORP | 8 | Q3 2023 | 2.7% |
INVESCO QQQ TR | 8 | Q3 2023 | 2.5% |
CONOCOPHILLIPS | 8 | Q3 2023 | 2.9% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 2.8% |
View Keystone Wealth Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-05 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-07 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-14 |
View Keystone Wealth Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.