Keystone Wealth Services, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $296 Million distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.7M, Apple Inc. with a value of $15M, Microsoft Corp with a value of $9.68M, First Tr Ex Trd Viii Cboe Vest with a value of $9.27M, and Fidelity Merrimack Str Tr Tota with a value of $8.37M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $284M to 296M.

Below you can find more details about Keystone Wealth Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $296 Million
ETFs: $180 Million
Technology: $33.7 Million
Energy: $15.7 Million
Financial Services: $7.67 Million
Consumer Defensive: $7.49 Million
Consumer Cyclical: $6.97 Million
Industrials: $5.87 Million
Healthcare: $5 Million
Other: $5.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $296 Million
  • Prior Value $284 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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