Keystone Wealth Services, LLC Purchases in Q3 2024

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
5.03K
+ 124.09%
$801.83 - $917.05 $4.03M - $4.61M
9.08K $8.05M
NVDA
Nvidia Corp

Technology
37.1K
+ 150.86%
$98.91 - $134.91 $3.67M - $5.01M
61.7K $7.5M
AAPL
Apple Inc.

Technology
3.45K
+ 4.85%
$207.23 - $234.82 $715K - $810K
74.6K $17.4M
IVV
Ishares Core S&P 500 ETF

ETFs
517
+ 0.92%
$520.18 - $576.82 $269K - $298K
56.6K $32.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.06K
+ 12.02%
$434.77 - $502.96 $894K - $1.03M
19.2K $9.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.14K
+ 7.94%
$517.38 - $573.86 $592K - $656K
15.5K $8.92M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
35K
New
$28.1 - $29.89 $982K - $1.04M
35K $1.04M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18.6K
New
$49.7 - $56.11 $925K - $1.04M
18.6K $1.02M
PPA
Invesco Exchange Traded Fd Tr

ETFs
8.08K
New
$102.05 - $114.97 $824K - $929K
8.08K $928K
MSFT
Microsoft Corp

Technology
2.73K
+ 12.6%
$395.15 - $467.56 $1.08M - $1.28M
24.4K $10.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.93K
+ 79.92%
$332.02 - $382.76 $639K - $737K
4.34K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
4.31K
+ 26.97%
$161.02 - $200.0 $694K - $862K
20.3K $3.78M
NET
Cloudflare, Inc.

Technology
8.27K
New
$74.4 - $86.96 $616K - $719K
8.27K $669K
AXP
American Express CO

Financial Services
2.4K
New
$225.92 - $271.17 $542K - $651K
2.4K $651K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10.1K
+ 13.38%
$44.46 - $48.11 $448K - $485K
85.5K $4.11M
BCAL
Southern Calif Bancorp Com

Financial Services
41.7K
New
$13.27 - $15.79 $554K - $659K
41.7K $617K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.81K
+ 95.04%
$71.45 - $75.64 $558K - $591K
16K $1.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.85K
New
$52.1 - $59.66 $513K - $587K
9.85K $583K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.7K
New
$49.93 - $51.15 $536K - $549K
10.7K $548K
TSLA
Tesla, Inc.

Consumer Cyclical
574
+ 9.58%
$191.76 - $263.26 $110K - $151K
6.57K $1.72M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.65K
New
$178.94 - $207.0 $475K - $549K
2.65K $532K
LMT
Lockheed Martin Corp

Industrials
894
New
$460.3 - $584.56 $412K - $523K
894 $522K
XLE
Energy Sector Spdr

ETFs
5.93K
New
$84.35 - $93.39 $500K - $554K
5.93K $520K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
382
+ 3.64%
$475.2 - $527.7 $182K - $202K
10.9K $5.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.19K
+ 1.71%
$44.65 - $47.21 $142K - $151K
190K $8.86M
XLU
Utilities Sector Spdr

ETFs
6.02K
New
$67.67 - $80.78 $407K - $486K
6.02K $486K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
10.4K
+ 14.94%
$37.45 - $44.25 $391K - $461K
80.2K $3.43M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
750
+ 0.39%
$46.67 - $50.52 $35K - $37.9K
192K $9.72M
LOW
Lowes Companies Inc

Consumer Cyclical
1.64K
New
$213.3 - $270.78 $349K - $443K
1.64K $443K
EPD
Enterprise Products Partners L.P.

Energy
14.4K
New
$27.88 - $30.0 $401K - $432K
14.4K $418K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 4.94%
$405.19 - $478.57 $100K - $119K
5.27K $2.42M
META
Meta Platforms, Inc.

Communication Services
462
+ 27.18%
$453.41 - $572.44 $209K - $264K
2.16K $1.24M
VTV
Vanguard Value ETF

ETFs
1.46K
+ 22.91%
$159.75 - $174.57 $233K - $255K
7.83K $1.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
862
+ 3.93%
$162.64 - $179.3 $140K - $155K
22.8K $4.09M
LNW
Light & Wonder, Inc.

Consumer Cyclical
3.75K
New
$90.73 - $112.68 $340K - $422K
3.75K $340K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.88K
+ 17.8%
$84.77 - $97.13 $244K - $279K
19K $1.82M
UNH
Unitedhealth Group Inc

Healthcare
557
New
$488.01 - $604.18 $272K - $337K
557 $325K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.05K
+ 3.92%
$42.73 - $44.94 $173K - $182K
107K $4.83M
NFLX
Netflix Inc

Communication Services
427
New
$598.55 - $722.26 $256K - $308K
427 $302K
AVGO
Broadcom Inc.

Technology
2.87K
+ 2051.43%
$136.27 - $1745.86 $391K - $5.01M
3.01K $519K
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 21.74%
$194.9 - $224.8 $225K - $259K
6.46K $1.36M
A
Agilent Technologies, Inc.

Healthcare
1.92K
New
$125.42 - $148.48 $241K - $285K
1.92K $285K
VTI
Vanguard Total Stock Market Et

ETFs
793
+ 32.35%
$255.18 - $283.2 $202K - $225K
3.24K $918K
MPC
Marathon Petroleum Corp

Energy
1.61K
New
$158.61 - $180.75 $255K - $291K
1.61K $261K
IWD
Ishares Russell 1000 Val ETF

ETFs
667
+ 7.77%
$173.36 - $189.8 $116K - $127K
9.25K $1.76M
V
Visa Inc.

Financial Services
740
+ 21.84%
$253.74 - $291.56 $188K - $216K
4.13K $1.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
952
+ 19.85%
$162.83 - $179.16 $155K - $171K
5.75K $1.03M
MGV
Vanguard Mega Cap Value

ETFs
1.81K
New
$118.0 - $128.28 $213K - $232K
1.81K $231K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.77K
New
$54.38 - $59.77 $205K - $225K
3.77K $223K
Activity Summary
Buys All Purchases 117 New Holdings 30 Increased Positions 87 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 1
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