| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 10.2% |
| APPLE INC | 11 | Q2 2024 | 5.5% |
| ISHARES TR | 11 | Q2 2024 | 5.8% |
| FIRST TR EXCHNG TRADED FD VI | 11 | Q2 2024 | 3.7% |
| ISHARES TR | 11 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 11 | Q2 2024 | 3.0% |
| INVESCO QQQ TR | 11 | Q2 2024 | 2.6% |
| CONOCOPHILLIPS | 11 | Q2 2024 | 2.9% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.8% |
View Keystone Wealth Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-22 |
| 13F-HR | 2024-07-12 |
| 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 |
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.