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
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
5.05K
New
$36.26 - $40.45 $183K - $204K
5.05K $204K
GD
General Dynamics Corp

Industrials
693
New
$247.68 - $291.66 $172K - $202K
693 $202K
DIS
Walt Disney CO

Communication Services
3
+ 0.04%
$81.72 - $124.01 $245 - $372
7.69K $954K
EFG
Msci Eafe Growth ETF

ETFs
46
+ 0.32%
$89.8 - $112.0 $4.13K - $5.15K
14.6K $1.63M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.12%
$149.23 - $184.95 $1.34K - $1.66K
7.57K $1.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
301
+ 16.65%
$141.37 - $228.57 $42.6K - $68.8K
2.11K $477K
VO
Vanguard Mid Cap ETF

ETFs
360
+ 11.02%
$228.54 - $279.83 $82.3K - $101K
3.63K $1.01M
DAL
Delta Air Lines, Inc.

Industrials
2.87K
+ 49.52%
$35.88 - $52.99 $103K - $152K
8.67K $426K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
2.68K
+ 8.3%
$25.96 - $30.87 $69.5K - $82.7K
34.9K $1.08M
ORCL
Oracle Corp

Technology
4
+ 0.2%
$122.82 - $218.63 $491 - $875
2K $438K
FDMO
Fidelity Covington Tr Momentum

ETFs
1.52K
+ 46.57%
$58.0 - $75.86 $87.9K - $115K
4.77K $361K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.69K
+ 12.33%
$33.46 - $38.01 $89.9K - $102K
24.5K $930K
PAPR
Innovator U.S. Equity Power Bu

ETFs
3.4K
+ 36.84%
$33.22 - $37.29 $113K - $127K
12.6K $470K
VUG
Vanguard Growth ETF

ETFs
81
+ 5.45%
$329.49 - $438.4 $26.7K - $35.5K
1.57K $686K
FQAL
Fidelity Covington Tr Quality

ETFs
1.61K
+ 40.29%
$57.29 - $69.19 $92.1K - $111K
5.6K $387K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
296
+ 0.96%
$32.66 - $40.75 $9.67K - $12.1K
31.2K $1.26M
CVE
Cenovus Energy Inc.

Energy
8.81K
+ 57.18%
$10.58 - $14.83 $93.2K - $131K
24.2K $329K
PH
Parker Hannifin Corp

Industrials
3
+ 0.24%
$517.23 - $700.54 $1.55K - $2.1K
1.26K $876K
SHOP
Shopify Inc.

Technology
40
+ 0.73%
$76.89 - $115.35 $3.08K - $4.61K
5.54K $638K
AXP
American Express CO

Financial Services
5
+ 0.24%
$231.39 - $318.98 $1.16K - $1.59K
2.08K $664K
EFA
Ishares Tr Msci Eafe ETF

ETFs
138
+ 1.17%
$72.96 - $90.39 $10.1K - $12.5K
12K $1.07M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5K
+ 43.48%
$19.58 - $19.93 $97.9K - $99.7K
16.5K $328K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.03%
$108.12 - $135.04 $216 - $270
7.33K $989K
CAT
Caterpillar Inc

Industrials
6
+ 0.38%
$273.94 - $388.21 $1.64K - $2.33K
1.58K $613K
FNDF
Schwab Fundamental Intl Large

ETFs
209
+ 0.9%
$32.25 - $40.02 $6.74K - $8.36K
23.4K $934K
MGM
Mgm Resorts International

Consumer Cyclical
1.62K
+ 22.21%
$25.79 - $34.95 $41.7K - $56.5K
8.89K $305K
SCHX
Schwab Strategic Tr Us Large C

ETFs
44
+ 0.13%
$19.6 - $24.44 $862 - $1.08K
34.9K $854K
GBIL
Goldman Sachs Access Treasury

ETFs
843
+ 18.2%
$99.83 - $100.19 $84.2K - $84.5K
5.48K $548K
RPG
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.21%
$33.86 - $45.77 $711 - $961
10K $457K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2
+ 0.02%
$78.98 - $90.1 $158 - $180
11.3K $1.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.31K
+ 22.25%
$24.32 - $27.87 $80.4K - $92.1K
18.2K $481K
WMT
Walmart Inc.

Consumer Defensive
33
+ 0.54%
$81.79 - $99.98 $2.7K - $3.3K
6.14K $599K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
1.2K
+ 18.91%
$33.11 - $37.79 $39.7K - $45.3K
7.55K $285K
HD
Home Depot, Inc.

Consumer Cyclical
153
+ 6.44%
$335.24 - $380.78 $51.3K - $58.3K
2.53K $927K
HEFA
Ishares Currency Hedged Msci E

ETFs
120
+ 0.39%
$32.11 - $38.21 $3.85K - $4.59K
30.6K $1.16M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.13%
$211.12 - $274.14 $422 - $548
1.54K $421K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
141
+ 1.2%
$51.16 - $62.02 $7.21K - $8.74K
11.9K $736K
SU
Suncor Energy Inc

Energy
1.46K
+ 21.84%
$31.54 - $41.04 $46K - $59.9K
8.14K $304K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
908
+ 7.04%
$48.13 - $49.85 $43.7K - $45.3K
13.8K $676K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.1%
$272.36 - $339.57 $272 - $340
1.05K $356K
VLUE
Ishares Msci Usa Value Factor

ETFs
5
+ 0.09%
$93.5 - $113.21 $468 - $566
5.48K $620K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
583
+ 0.81%
$48.5 - $49.35 $28.3K - $28.8K
72.3K $3.56M
EFV
Msci Eafe Value ETF

ETFs
5
+ 0.07%
$52.4 - $64.65 $262 - $323
6.69K $424K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5
+ 0.04%
$22.92 - $28.05 $115 - $140
11.7K $327K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
74
+ 0.04%
$44.68 - $45.96 $3.31K - $3.4K
172K $7.85M
FTA
First Tr Large Cap Value

ETFs
1
+ 0.01%
$67.12 - $78.63 $67.1 - $78.6
10.5K $823K
IFRA
Ishares Tr

ETFs
2
+ 0.04%
$40.97 - $49.19 $81.9 - $98.4
4.87K $239K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.23%
$90.56 - $109.49 $815 - $985
3.95K $431K
MO
Altria Group, Inc.

Consumer Defensive
582
+ 4.64%
$55.56 - $60.91 $32.3K - $35.4K
13.1K $770K
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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