Keystone Wealth Services, LLC - Q2 2022 holdings

$224 Million is the total value of Keystone Wealth Services, LLC's 169 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 17.9% .

 Value Shares↓ Weighting
IVV BuyISHARES TRcore s&p500 etf$21,595,000
-16.1%
56,957
+0.4%
9.66%
-5.3%
VTIP BuyVANGUARD MALVERN FDSstrm infproidx$11,191,000
+45.1%
223,292
+48.3%
5.01%
+63.7%
ESGU BuyISHARES TResg awr msci usa$10,825,000
-12.9%
129,023
+5.2%
4.84%
-1.8%
DNOV BuyFIRST TR EXCHNG TRADED FD VIcboe eqt dep nov$10,582,000
+606.4%
326,794
+656.0%
4.73%
+697.0%
AAPL BuyAPPLE INC$9,610,000
-21.1%
70,292
+0.8%
4.30%
-11.0%
VTV SellVANGUARD INDEX FDSvalue etf$7,371,000
-18.5%
55,889
-8.7%
3.30%
-8.1%
IUSB BuyISHARES TRcore total usd$6,831,000
-2.4%
145,891
+3.4%
3.06%
+10.1%
SellFIRST TR EXCHNG TRADED FD VIcboe vest us eqt$5,258,000
-12.3%
188,451
-4.5%
2.35%
-1.1%
COP BuyCONOCOPHILLIPS$5,115,000
-10.1%
56,955
+0.1%
2.29%
+1.4%
MSFT BuyMICROSOFT CORP$4,843,000
-13.9%
18,857
+3.3%
2.17%
-3.0%
FJUN BuyFIRST TR EXCHNG TRADED FD VIcboe vest us eqt$4,648,000
-1.8%
132,134
+5.6%
2.08%
+10.8%
GOVT SellISHARES TRus treas bd etf$4,636,000
-9.1%
193,987
-5.2%
2.07%
+2.6%
QQQ SellINVESCO QQQ TRunit ser 1$4,507,000
-26.4%
16,080
-4.8%
2.02%
-17.0%
MUB SellISHARES TRnational mun etf$3,913,000
-7.8%
36,791
-5.0%
1.75%
+4.0%
VOO SellVANGUARD INDEX FDS$3,797,000
-36.9%
10,946
-24.4%
1.70%
-28.8%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$3,681,000
-22.7%
90.0%1.65%
-12.8%
SPY SellSPDR S&P 500 ETF TRtr unit$2,842,000
-17.1%
7,534
-0.7%
1.27%
-6.5%
FEX SellFIRST TR LRGE CP CORE ALPHA$2,558,000
-26.9%
33,621
-15.1%
1.14%
-17.5%
EFV SellISHARES TReafe value etf$2,555,000
-16.9%
58,878
-3.8%
1.14%
-6.3%
FAUG SellFIRST TR EXCHNG TRADED FD VIvest us buffer$2,551,000
-12.6%
73,866
-3.7%
1.14%
-1.5%
TIP BuyISHARES TRtips bd etf$2,361,000
+9.3%
20,723
+19.4%
1.06%
+23.2%
FDEC SellFIRST TR EXCHNG TRADED FD VIft cboe eqty bfr$2,154,000
-11.4%
70,706
-1.1%
0.96%0.0%
USMV SellISHARES TRmsci usa min vol$1,937,000
-13.6%
27,594
-4.5%
0.87%
-2.5%
AMZN BuyAMAZON COM INC$1,906,000
-21.4%
17,950
+2312.6%
0.85%
-11.3%
COST BuyCOSTCO WHSL CORP NEW$1,840,000
-15.1%
3,839
+2.0%
0.82%
-4.2%
FFEB SellFIRST TR EXCHNG TRADED FD VIus eqt buffer$1,793,000
-13.0%
52,507
-2.6%
0.80%
-1.8%
DAPR NewFIRST TR EXCHNG TRADED FD VIcboe vest us dep$1,782,00061,167
+100.0%
0.80%
FSEP SellFIRST TR EXCHNG TRADED FD VIft cboe vest us$1,712,000
-20.4%
53,650
-11.9%
0.77%
-10.2%
FTA SellFIRST TR LRG CP VL ALPHADEX$1,592,000
-15.7%
25,624
-4.3%
0.71%
-4.9%
PSX BuyPHILLIPS 66$1,568,000
-5.0%
19,118
+0.0%
0.70%
+7.0%
DJAN BuyFIRST TR EXCHNG TRADED FD VIcboe vest us eqt$1,564,000
+341.8%
51,850
+377.9%
0.70%
+400.0%
FALN SellISHARES TRfaln angls usd$1,553,000
-16.0%
63,079
-5.3%
0.70%
-5.2%
PNOV  INNOVATOR ETFS TRus eqty pwr buf$1,413,000
-7.2%
49,8900.0%0.63%
+4.6%
VLUE SellISHARES TRmsci usa value$1,408,000
-42.0%
15,550
-33.1%
0.63%
-34.6%
JNJ SellJOHNSON & JOHNSON$1,405,000
-0.3%
7,916
-0.4%
0.63%
+12.5%
TT  TRANE TECHNOLOGIES PLC$1,371,000
-15.0%
10,5570.0%0.61%
-4.1%
 BELPOINTE PREP LLCunit rp ltd lb a$1,297,000
-2.2%
13,2720.0%0.58%
+10.3%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$1,284,000
-25.5%
4,703
-3.7%
0.57%
-16.1%
IWM SellISHARES TRrussell 2000 etf$1,278,000
-23.1%
7,547
-6.8%
0.57%
-13.2%
FTCS BuyFIRST TR EXCHANGE-TRADED FDcap strength etf$1,258,000
-10.3%
17,989
+0.3%
0.56%
+1.3%
IWD SellISHARES TRrus 1000 val etf$1,225,000
-19.8%
8,448
-8.2%
0.55%
-9.6%
ABBV SellABBVIE INC$1,206,000
-6.2%
7,873
-0.8%
0.54%
+5.7%
PMAR BuyINNOVATOR ETFS TRus eqty pwr buf$1,186,000
+41.7%
40,195
+55.0%
0.53%
+59.9%
DDEC NewFIRST TR EXCHNG TRADED FD VIft cboe deep bfr$1,144,00038,220
+100.0%
0.51%
IJR SellISHARES TRcore s&p scp etf$1,139,000
-49.9%
12,328
-41.5%
0.51%
-43.4%
MBB SellISHARES TRmbs etf$1,052,000
-4.9%
10,789
-0.7%
0.47%
+7.3%
VO SellVANGUARD INDEX FDSmid cap etf$1,040,000
-31.4%
5,280
-17.2%
0.46%
-22.6%
FOCT SellFIRST TR EXCHNG TRADED FD VIvest us eqty buf$1,036,000
-18.4%
32,825
-9.5%
0.46%
-8.0%
FNOV SellFIRST TR EXCHNG TRADED FD VIcboe eqt bufer$1,023,000
-16.6%
30,075
-7.1%
0.46%
-5.8%
FTC SellFIRST TRUST LRGCP GWT ALPHAD$1,008,000
-37.5%
11,433
-24.3%
0.45%
-29.4%
PDEC SellINNOVATOR ETFS TRus eqty pwr buf$968,000
-29.0%
33,660
-22.9%
0.43%
-19.8%
HDV NewISHARES TRcore high dv etf$943,0009,385
+100.0%
0.42%
IYE SellISHARES TRu.s. energy etf$919,000
-32.1%
24,104
-27.2%
0.41%
-23.5%
SBUX SellSTARBUCKS CORP$914,000
-16.3%
11,965
-0.4%
0.41%
-5.5%
PFE SellPFIZER INC$898,000
-3.8%
17,131
-4.9%
0.40%
+8.6%
V BuyVISA INC$884,000
-7.5%
4,488
+4.1%
0.40%
+4.2%
AXTI  AXT INC$871,000
-16.6%
148,6860.0%0.39%
-5.8%
FNX SellFIRST TR MID CAP CORE ALPHAD$868,000
-38.1%
10,373
-27.4%
0.39%
-30.2%
SUB BuyISHARES TRshrt nat mun etf$847,000
+17.6%
8,090
+17.5%
0.38%
+32.5%
DIS BuyDISNEY WALT CO$825,000
-30.6%
8,744
+0.8%
0.37%
-21.7%
IXN SellISHARES TRglobal tech etf$802,000
-53.9%
17,546
-41.6%
0.36%
-48.0%
PM BuyPHILIP MORRIS INTL INC$802,000
+5.1%
8,125
+0.0%
0.36%
+18.5%
TSLA BuyTESLA INC$798,000
-30.9%
1,185
+10.5%
0.36%
-22.1%
ITOT SellISHARES TRcore s&p ttl stk$769,000
-18.4%
9,182
-1.6%
0.34%
-8.0%
TLH BuyISHARES TR10-20 yr trs etf$747,000
+5.1%
6,216
+17.7%
0.33%
+18.4%
IJS BuyISHARES TRsp smcp600vl etf$736,000
+103.3%
8,264
+134.0%
0.33%
+128.5%
DIA SellSPDR DOW JONES INDL AVERAGEut ser 1$703,000
-29.6%
2,285
-20.7%
0.31%
-20.7%
EFA BuyISHARES TRmsci eafe etf$701,000
-14.9%
11,225
+0.2%
0.31%
-4.0%
GOOGL BuyALPHABET INCcap stk cl a$691,000
-16.9%
317
+6.0%
0.31%
-6.4%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$680,000
-7.2%
4,740
+4.8%
0.30%
+4.5%
FAPR BuyFIRST TR EXCHNG TRADED FD VIcboe vest us eqt$679,000
+165.2%
23,927
+202.1%
0.30%
+198.0%
TGT BuyTARGET CORP$668,000
-30.5%
4,729
+4.4%
0.30%
-21.5%
DFEB  FIRST TR EXCHNG TRADED FD VIus eqt deep dufr$667,000
-7.4%
20,1000.0%0.30%
+4.2%
FMAR BuyFIRST TR EXCHNG TRADED FD VIft cboe vest mar$667,000
-6.7%
22,134
+4.9%
0.30%
+4.9%
ABT BuyABBOTT LABS$658,000
-8.1%
6,060
+0.2%
0.29%
+3.5%
IRT  INDEPENDENCE RLTY TR INC$625,000
-21.7%
30,1660.0%0.28%
-11.4%
FYX SellFIRST TR SML CP CORE ALPHA F$614,000
-28.4%
8,016
-14.4%
0.28%
-19.1%
COMT SellISHARES U S ETF TRgsci cmdty stgy$591,000
-56.9%
14,433
-57.9%
0.26%
-51.5%
SCHX SellSCHWAB STRATEGIC TRus lrg cap etf$586,000
-52.8%
13,121
-43.1%
0.26%
-46.9%
ICVT NewISHARES TRconv bd etf$570,0008,224
+100.0%
0.26%
FVD SellFIRST TR VALUE LINE DIVID IN$571,000
-9.8%
14,701
-1.7%
0.26%
+1.6%
FJAN  FIRST TR EXCHNG TRADED FD VIft cboe vest bfr$560,000
-10.4%
17,9070.0%0.25%
+1.2%
BMY SellBRISTOL-MYERS SQUIBB CO$562,000
+4.9%
7,302
-0.6%
0.25%
+17.8%
MO BuyALTRIA GROUP INC$561,000
-20.0%
13,431
+0.1%
0.25%
-9.7%
AMGN SellAMGEN INC$535,000
-8.1%
2,200
-8.6%
0.24%
+3.5%
MCD SellMCDONALDS CORP$533,000
-6.8%
2,160
-6.6%
0.24%
+4.8%
IFRA NewISHARES TRus infrastruc$532,00015,634
+100.0%
0.24%
EFG SellISHARES TReafe grwth etf$529,000
-81.2%
6,569
-77.5%
0.24%
-78.7%
CALB  CALIFORNIA BANCORP INC$506,000
-16.2%
26,2500.0%0.23%
-5.8%
DVY BuyISHARES TRselect divid etf$502,000
+7.5%
4,268
+17.2%
0.22%
+21.6%
QCOM BuyQUALCOMM INC$501,000
-15.9%
3,921
+0.5%
0.22%
-5.1%
VZ BuyVERIZON COMMUNICATIONS INC$487,000
+5.9%
9,591
+6.3%
0.22%
+19.8%
JPM BuyJPMORGAN CHASE & CO$483,000
-16.0%
4,289
+1.8%
0.22%
-5.3%
HD SellHOME DEPOT INC$480,000
-12.4%
1,750
-4.4%
0.22%
-0.9%
GIS BuyGENERAL MLS INC$476,000
+19.3%
6,308
+7.1%
0.21%
+34.8%
NJAN SellINNOVATOR ETFS TRgrwt100 pwr bf$472,000
-46.4%
13,368
-38.3%
0.21%
-39.5%
IJH SellISHARES TRcore s&p mcp etf$466,000
-19.8%
2,058
-5.0%
0.21%
-9.6%
FJUL  FIRST TR EXCHNG TRADED FD VIcboe vest us eqt$463,000
-8.3%
14,0000.0%0.21%
+3.5%
ESGE SellISHARES INCesg awr msci em$438,000
-72.6%
13,570
-68.8%
0.20%
-69.0%
VTI SellVANGUARD INDEX FDStotal stk mkt$429,000
-39.0%
2,272
-26.4%
0.19%
-31.2%
CORP  PIMCO ETF TRinv grd crp bd$411,000
-7.4%
4,2630.0%0.18%
+4.5%
IR  INGERSOLL RAND INC$406,000
-16.3%
9,6380.0%0.18%
-5.2%
QQEW SellFIRST TR NAS100 EQ WEIGHTED$402,000
-32.1%
4,598
-16.6%
0.18%
-23.4%
IWF SellISHARES TRrus 1000 grw etf$380,000
-21.3%
1,738
-0.1%
0.17%
-11.5%
FMAY NewFIRST TR EXCHNG TRADED FD VIcboe vest us buf$380,00011,062
+100.0%
0.17%
PEP BuyPEPSICO INC$373,000
-0.3%
2,236
+0.1%
0.17%
+12.8%
FB BuyMETA PLATFORMS INCcl a$365,000
-11.4%
2,263
+22.3%
0.16%0.0%
PG BuyPROCTER AND GAMBLE CO$354,000
-5.6%
2,462
+0.2%
0.16%
+6.0%
IHI SellISHARES TRu.s. med dvc etf$347,000
-43.6%
6,880
-31.8%
0.16%
-36.5%
ALLE  ALLEGION PLC$345,000
-10.9%
3,5260.0%0.15%
+0.7%
RDVY SellFIRST TR EXCHANGE-TRADED FDrisng divd achiv$341,000
-50.7%
8,326
-40.9%
0.15%
-44.2%
XOM SellEXXON MOBIL CORP$343,000
-8.0%
4,010
-11.1%
0.15%
+3.4%
MRK BuyMERCK & CO INC$339,000
+15.7%
3,714
+3.9%
0.15%
+31.0%
RPG SellINVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$335,000
-46.8%
2,266
-33.9%
0.15%
-40.0%
FLO BuyFLOWERS FOODS INC$332,000
+3.4%
12,612
+0.9%
0.15%
+17.3%
DHR BuyDANAHER CORPORATION$333,000
-12.4%
1,312
+1.3%
0.15%
-1.3%
NEAR SellISHARES U S ETF TRblackrock st mat$331,000
-7.5%
6,722
-6.9%
0.15%
+4.2%
VDC  VANGUARD WORLD FDSconsum stp etf$316,000
-5.4%
1,7050.0%0.14%
+6.8%
T SellAT&T INC$314,000
-14.7%
14,997
-3.7%
0.14%
-4.1%
IWS  ISHARES TRrus mdcp val etf$311,000
-15.3%
3,0640.0%0.14%
-4.8%
QTEC SellFIRST TR NASDAQ 100 TECH IND$307,000
-35.9%
2,681
-14.7%
0.14%
-27.9%
MDLZ  MONDELEZ INTL INCcl a$304,000
-1.0%
4,8980.0%0.14%
+11.5%
DFAC  DIMENSIONAL ETF TRUSTus core equity 2$296,000
-15.4%
12,6970.0%0.13%
-5.0%
MUC BuyBLACKROCK MUNIHLDNGS CALI QL$294,000
+71.9%
24,532
+87.4%
0.13%
+94.1%
IWN SellISHARES TRrus 2000 val etf$288,000
-16.3%
2,116
-0.7%
0.13%
-5.1%
PH BuyPARKER-HANNIFIN CORP$287,000
-12.8%
1,165
+0.4%
0.13%
-1.5%
MMM Buy3M CO$284,000
+4.4%
2,194
+20.3%
0.13%
+17.6%
ADM SellARCHER DANIELS MIDLAND CO$281,000
-16.9%
3,625
-3.3%
0.13%
-6.0%
WMT BuyWALMART INC$281,000
-18.3%
2,312
+0.1%
0.13%
-7.4%
KO BuyCOCA COLA CO$279,000
+1.8%
4,434
+0.3%
0.12%
+14.7%
FSMB  FIRST TR EXCH TRADED FD IIIshrt dur mng mun$278,000
-1.1%
14,0000.0%0.12%
+11.7%
GOOG BuyALPHABET INCcap stk cl c$273,000
-21.1%
125
+0.8%
0.12%
-10.9%
NVDA BuyNVIDIA CORPORATION$271,000
-42.8%
1,788
+2.9%
0.12%
-35.6%
NEE BuyNEXTERA ENERGY INC$264,000
-8.0%
3,407
+0.6%
0.12%
+3.5%
IWO SellISHARES TRrus 2000 grw etf$261,000
-22.1%
1,267
-3.2%
0.12%
-12.0%
IEMG NewISHARES INCcore msci emkt$262,0005,333
+100.0%
0.12%
DAUG NewFIRST TR EXCHNG TRADED FD VIvest us deep$262,0008,100
+100.0%
0.12%
SCHM SellSCHWAB STRATEGIC TRus mid-cap etf$260,000
-47.9%
4,147
-37.0%
0.12%
-41.4%
KMB BuyKIMBERLY-CLARK CORP$257,000
+10.3%
1,900
+0.4%
0.12%
+25.0%
FTSM  FIRST TR EXCHANGE-TRADED FDfirst tr enh new$257,0000.0%4,3230.0%0.12%
+12.7%
VUG SellVANGUARD INDEX FDSgrowth etf$253,000
-63.9%
1,133
-53.5%
0.11%
-59.4%
SHYG BuyISHARES TR0-5yr hi yl cp$252,000
-0.4%
6,209
+7.8%
0.11%
+13.0%
CVX BuyCHEVRON CORP NEW$253,000
-10.6%
1,744
+0.3%
0.11%
+0.9%
PFEB  INNOVATOR ETFS TRus eqty pwr buf$251,000
-8.1%
9,3000.0%0.11%
+3.7%
QMAR NewFIRST TR EXCHNG TRADED FD VIcboe vest nas100$245,00012,757
+100.0%
0.11%
POCT SellINNOVATOR ETFS TRus eqty pwr buf$245,000
-29.8%
8,735
-24.3%
0.11%
-20.3%
IXG SellISHARES TRglobal finls etf$245,000
-68.8%
3,720
-62.4%
0.11%
-64.6%
FNY SellFIRST TR EXCHANGE-TRADED ALPmid cp gr alph$240,000
-35.8%
4,398
-21.6%
0.11%
-27.7%
IVW BuyISHARES TRs&p 500 grwt etf$234,000
-20.4%
3,883
+0.9%
0.10%
-10.3%
BA BuyBOEING CO$231,000
-27.6%
1,689
+1.3%
0.10%
-18.3%
MDT  MEDTRONIC PLC$225,000
-19.1%
2,5050.0%0.10%
-8.2%
BP SellBP PLCsponsored adr$224,000
-16.7%
7,900
-13.7%
0.10%
-6.5%
UPS SellUNITED PARCEL SERVICE INCcl b$220,000
-19.7%
1,208
-5.4%
0.10%
-10.1%
CMI BuyCUMMINS INC$219,000
-4.8%
1,129
+0.6%
0.10%
+7.7%
VBR SellVANGUARD INDEX FDSsm cp val etf$218,000
-37.7%
1,454
-26.9%
0.10%
-29.5%
SCHA SellSCHWAB STRATEGIC TRus sml cap etf$220,000
-38.4%
5,641
-25.3%
0.10%
-31.0%
WM BuyWASTE MGMT INC DEL$213,000
-3.2%
1,395
+0.4%
0.10%
+9.2%
XLP SellSELECT SECTOR SPDR TRsbi cons stpls$212,000
-5.8%
2,934
-0.9%
0.10%
+6.7%
IGSB SellISHARES TR$213,000
-47.7%
4,207
-46.6%
0.10%
-41.0%
FXH BuyFIRST TR EXCHANGE TRADED FDhlth care alph$210,000
-6.2%
2,034
+4.3%
0.09%
+5.6%
LLY NewLILLY ELI & CO$209,000646
+100.0%
0.09%
O BuyREALTY INCOME CORP$204,000
+1.0%
2,982
+2.4%
0.09%
+13.8%
BX  BLACKSTONE INC$203,000
-28.3%
2,2260.0%0.09%
-18.8%
HFRO BuyHIGHLAND INCOME FD$173,000
-3.4%
15,325
+1.9%
0.08%
+8.5%
NAD  NUVEEN QUALITY MUNCP INCOME$158,000
-6.5%
12,6540.0%0.07%
+6.0%
PSLV NewSPROTT PHYSICAL SILVER TRtr unit$122,00017,650
+100.0%
0.06%
VRM  VROOM INC$15,000
-53.1%
12,0000.0%0.01%
-46.2%
NAK  NORTHERN DYNASTY MINERALS LT$6,000
-33.3%
21,2500.0%0.00%
-25.0%
NMTR  9 METERS BIOPHARMA INC$3,000
-50.0%
10,0000.0%0.00%
-50.0%
MYC ExitBLACKROCK MUNIYIELD CALIF FD$0-11,287
-100.0%
-0.06%
CAH ExitCARDINAL HEALTH INC$0-3,558
-100.0%
-0.08%
LOW ExitLOWES COS INC$0-1,010
-100.0%
-0.08%
SCHD ExitSCHWAB STRATEGIC TRus dividend eq$0-2,612
-100.0%
-0.08%
ORCL ExitORACLE CORP$0-2,515
-100.0%
-0.08%
VWO ExitVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$0-4,665
-100.0%
-0.08%
IEFA ExitISHARES TRcore msci eafe$0-3,159
-100.0%
-0.09%
CMCSA ExitCOMCAST CORP NEWcl a$0-4,810
-100.0%
-0.09%
TLT ExitISHARES TR20 yr tr bd etf$0-1,695
-100.0%
-0.09%
SKYY ExitFIRST TR EXCHANGE TRADED FD$0-2,549
-100.0%
-0.09%
IWV ExitISHARES TRrussell 3000 etf$0-899
-100.0%
-0.09%
IWP ExitISHARES TRrus md cp gr etf$0-2,394
-100.0%
-0.10%
ExitAPOLLO GLOBAL MGMT INC$0-3,939
-100.0%
-0.10%
LQD ExitISHARES TRiboxx inv cp etf$0-2,189
-100.0%
-0.10%
INTC ExitINTEL CORP$0-5,462
-100.0%
-0.11%
VFC ExitV F CORP$0-4,782
-100.0%
-0.11%
FXL ExitFIRST TR EXCHANGE TRADED FDtech alphadex$0-2,569
-100.0%
-0.12%
SLV ExitISHARES SILVER TRishares$0-13,082
-100.0%
-0.12%
COIN ExitCOINBASE GLOBAL INC$0-1,637
-100.0%
-0.12%
FDN ExitFIRST TR EXCHANGE-TRADED FDdj internt idx$0-1,902
-100.0%
-0.14%
SCHF ExitSCHWAB STRATEGIC TRintl eqty etf$0-18,919
-100.0%
-0.28%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-07-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR8Q3 202310.2%
APPLE INC8Q3 20235.5%
ISHARES TR8Q3 20235.8%
ISHARES TR8Q3 20233.7%
VANGUARD INDEX FDS8Q3 20233.6%
FIRST TR EXCHNG TRADED FD VI8Q3 20233.7%
MICROSOFT CORP8Q3 20232.7%
INVESCO QQQ TR8Q3 20232.5%
CONOCOPHILLIPS8Q3 20232.9%
VANGUARD INDEX FDS8Q3 20232.8%

View Keystone Wealth Services, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-17
13F-HR2023-10-05
13F-HR2023-07-20
13F-HR2023-04-07
13F-HR2023-02-10
13F-HR2022-11-01
13F-HR2022-07-13
13F-HR2022-04-21
13F-HR2022-02-14

View Keystone Wealth Services, LLC's complete filings history.

Export Keystone Wealth Services, LLC's holdings