Keystone Wealth Services, LLC Purchases in Q2 2025

Keystone Wealth Services, LLC

  • $379 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.28K
+ 2.51%
$498.8 - $620.9 $638K - $795K
52.2K $32.4M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
19.5K
+ 10.56%
$46.04 - $53.67 $899K - $1.05M
204K $11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.8K
New
$91.43 - $91.74 $1.54M - $1.54M
16.8K $1.54M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
16.5K
+ 10.16%
$42.44 - $50.03 $698K - $823K
178K $8.93M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.61K
+ 90.92%
$171.4 - $227.1 $789K - $1.05M
9.67K $2.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15K
New
$58.41 - $72.69 $876K - $1.09M
15K $1.09M
NET
Cloudflare, Inc.

Technology
1.47K
+ 17.03%
$97.08 - $195.83 $143K - $289K
10.1K $1.98M
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 7.2%
$167.32 - $223.3 $257K - $343K
22.9K $5.02M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.26K
+ 4.73%
$35.12 - $48.24 $150K - $206K
94.4K $4.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.61K
+ 44.91%
$152.93 - $181.74 $704K - $837K
14.9K $2.7M
SLV
I Shares Silver Trust

ETFs
25.2K
New
$27.08 - $33.74 $681K - $849K
25.2K $825K
JPM
Jpmorgan Chase & CO

Financial Services
1.46K
+ 19.34%
$210.28 - $289.91 $308K - $424K
9.03K $2.62M
JNK
Spdr Bloomberg High Yield Bond

ETFs
7.67K
+ 210.51%
$91.23 - $97.27 $700K - $746K
11.3K $1.1M
NEAR
Blackrock Short Maturity Bond

ETFs
13.6K
New
$50.41 - $51.17 $685K - $695K
13.6K $694K
VNQ
Vanguard Specialized Funds Van

ETFs
7.73K
New
$79.79 - $91.42 $617K - $707K
7.73K $688K
TSLA
Tesla, Inc.

Consumer Cyclical
888
+ 12.85%
$221.86 - $362.89 $197K - $322K
7.8K $2.48M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
13.4K
New
$49.98 - $50.26 $669K - $673K
13.4K $671K
FDL
First Tr Morningstar Dividend

ETFs
15.9K
New
$38.19 - $43.19 $608K - $687K
15.9K $666K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.2K
New
$50.36 - $50.68 $663K - $667K
13.2K $666K
SPSB
Spdr Portfolio Short Term Corp

ETFs
21.9K
New
$29.82 - $30.19 $652K - $660K
21.9K $660K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
12.7K
New
$50.29 - $50.56 $640K - $644K
12.7K $643K
IAU
Ishares Gold Trust

ETFs
8.85K
+ 75.17%
$56.1 - $64.74 $497K - $573K
20.6K $1.29M
XLU
Utilities Sector Spdr

ETFs
6.96K
+ 117.72%
$73.09 - $82.77 $508K - $576K
12.9K $1.05M
XLF
Financial Sector Spdr

ETFs
10K
+ 107.47%
$43.92 - $52.37 $441K - $526K
19.4K $1.02M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
4.6K
+ 3.77%
$38.96 - $44.84 $179K - $206K
127K $5.67M
AVGO
Broadcom Inc.

Technology
507
+ 14.31%
$146.29 - $275.65 $74.2K - $140K
4.05K $1.12M
IYW
Ishares Dj Us Tech ETF

ETFs
94
+ 0.67%
$122.57 - $173.27 $11.5K - $16.3K
14.1K $2.44M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
2.2K
+ 2.75%
$43.86 - $51.74 $96.5K - $114K
82.1K $4.25M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5.7K
+ 12.28%
$41.76 - $49.03 $238K - $280K
52.2K $2.56M
CCJ
Cameco Corp

Energy
2.6K
+ 35.63%
$36.68 - $74.46 $95.3K - $193K
9.89K $733K
AMD
Advanced Micro Devices Inc

Technology
714
+ 9.41%
$78.21 - $143.81 $55.8K - $103K
8.31K $1.18M
COIN
Coinbase Global, Inc.

Technology
311
+ 19.13%
$151.47 - $375.07 $47.1K - $117K
1.94K $678K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.34K
+ 21.49%
$59.8 - $60.07 $379K - $381K
35.8K $2.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
94
+ 0.31%
$152.42 - $182.82 $14.3K - $17.2K
30.2K $5.52M
META
Meta Platforms, Inc.

Communication Services
17
+ 0.77%
$484.66 - $738.09 $8.24K - $12.5K
2.21K $1.63M
PLTR
Palantir Technologies Inc.

Technology
698
+ 15.44%
$74.01 - $144.25 $51.7K - $101K
5.22K $711K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.9K
+ 22.64%
$39.94 - $44.64 $236K - $263K
32K $1.43M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.95K
New
$78.57 - $89.09 $310K - $352K
3.95K $315K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
6.23K
+ 20.57%
$37.32 - $42.19 $233K - $263K
36.5K $1.54M
WFC
Wells Fargo & Company

Financial Services
9
+ 0.03%
$60.98 - $80.12 $549 - $721
36K $2.88M
KO
Coca Cola CO

Consumer Defensive
4.23K
+ 139.61%
$68.37 - $73.9 $289K - $312K
7.25K $513K
RDVY
First Trust Rising Dividend Ac

ETFs
4.15K
+ 58.87%
$51.6 - $62.74 $214K - $260K
11.2K $701K
VTI
Vanguard Total Stock Market Et

ETFs
569
+ 15.85%
$243.75 - $303.93 $139K - $173K
4.16K $1.26M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
900
+ 1.37%
$39.93 - $46.67 $35.9K - $42K
66.7K $3.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
495
New
$321.63 - $509.31 $159K - $252K
495 $252K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.36K
New
$22.27 - $29.21 $164K - $215K
7.36K $215K
NOCT
Innovator Growth 100 Power Buf

ETFs
3.91K
New
$46.13 - $54.5 $180K - $213K
3.91K $213K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.08K
New
$100.35 - $100.71 $209K - $210K
2.08K $209K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.31K
New
$30.87 - $39.17 $164K - $208K
5.31K $208K
Activity Summary
Buys All Purchases 134 New Holdings 26 Increased Positions 108 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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