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
GLD
Spdr Gold Trust

ETFs
917
New
$215.56 - $246.98 $198K - $226K
917 $222K
HD
Home Depot, Inc.

Consumer Cyclical
187
+ 7.8%
$333.64 - $405.2 $62.4K - $75.8K
2.59K $1.05M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.5K
+ 12.86%
$59.61 - $60.15 $208K - $210K
30.7K $1.84M
IDU
Ishares Tr U S Utils ETF

ETFs
2.12K
New
$87.2 - $102.21 $185K - $217K
2.12K $216K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.45K
New
$79.92 - $88.19 $196K - $216K
2.45K $215K
ADP
Automatic Data Processing Inc

Industrials
771
New
$233.44 - $279.45 $180K - $215K
771 $213K
SBUX
Starbucks Corp

Consumer Cyclical
130
+ 1.3%
$72.51 - $98.6 $9.43K - $12.8K
10.2K $989K
VUG
Vanguard Growth ETF

ETFs
519
+ 65.04%
$341.08 - $391.94 $177K - $203K
1.32K $505K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.46K
+ 5.51%
$42.54 - $47.97 $105K - $118K
47K $2.24M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
163
+ 0.17%
$44.83 - $47.42 $7.31K - $7.73K
93.7K $4.42M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
919
+ 18.05%
$117.9 - $128.2 $108K - $118K
6.01K $770K
FNDF
Schwab Fundamental Intl Large

ETFs
2K
+ 5.06%
$33.67 - $37.71 $67.2K - $75.3K
41.4K $1.55M
VIG
Vanguard Dividend Appreciation

ETFs
925
+ 6.42%
$182.15 - $182.15 $168K - $168K
15.3K $2.79M
AMD
Advanced Micro Devices Inc

Technology
905
+ 14.51%
$128.67 - $183.96 $116K - $166K
7.14K $1.17M
PH
Parker Hannifin Corp

Industrials
3
+ 0.24%
$501.01 - $635.92 $1.5K - $1.91K
1.25K $787K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
2.97K
+ 3.39%
$25.04 - $26.83 $74.4K - $79.7K
90.7K $2.43M
CAT
Caterpillar Inc

Industrials
108
+ 7.45%
$316.8 - $391.12 $34.2K - $42.2K
1.56K $608K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
754
+ 1.22%
$47.95 - $49.61 $36.2K - $37.4K
62.7K $3.1M
EFG
Msci Eafe Growth ETF

ETFs
390
+ 2.82%
$96.84 - $108.77 $37.8K - $42.4K
14.2K $1.53M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
485
+ 1.14%
$42.87 - $45.76 $20.8K - $22.2K
43.1K $1.95M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15
+ 0.1%
$83.76 - $91.82 $1.26K - $1.38K
15.5K $1.41M
IYW
Ishares Dj Us Tech ETF

ETFs
635
+ 4.43%
$133.16 - $158.73 $84.6K - $101K
15K $2.27M
XOM
Exxon Mobil Corp

Energy
23
+ 0.04%
$109.72 - $119.0 $2.52K - $2.74K
51.8K $6.07M
MCD
Mcdonalds Corp

Consumer Cyclical
54
+ 3.07%
$245.82 - $304.51 $13.3K - $16.4K
1.81K $552K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
156
+ 15.34%
$386.81 - $423.12 $60.3K - $66K
1.17K $496K
SPMD
Spdr Portfolio

ETFs
77
+ 0.29%
$50.29 - $54.92 $3.87K - $4.23K
26.9K $1.47M
VGT
Vanguard Information Technolog

ETFs
151
+ 40.27%
$514.43 - $606.85 $77.7K - $91.6K
526 $308K
LQD
Ishares Iboxx $ Investment Gra

ETFs
86
+ 0.62%
$106.11 - $113.72 $9.13K - $9.78K
13.8K $1.56M
IJS
Ishares S&P Smallcap 600 Value

ETFs
527
+ 16.82%
$95.81 - $109.03 $50.5K - $57.5K
3.66K $394K
ORCL
Oracle Corp

Technology
160
+ 8.5%
$125.9 - $170.35 $20.1K - $27.3K
2.04K $348K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
23
+ 0.42%
$169.12 - $184.42 $3.89K - $4.24K
5.49K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
132
+ 1.15%
$75.32 - $84.37 $9.94K - $11.1K
11.6K $968K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
477
+ 11.91%
$77.02 - $85.06 $36.7K - $40.6K
4.48K $378K
DVY
Ishares Tr

ETFs
3
+ 0.06%
$119.99 - $135.74 $360 - $407
4.66K $629K
PG
Procter & Gamble CO

Consumer Defensive
252
+ 11.24%
$160.76 - $177.82 $40.5K - $44.8K
2.49K $431K
RDVY
First Trust Rising Dividend Ac

ETFs
593
+ 13.59%
$53.68 - $59.24 $31.8K - $35.1K
4.96K $293K
CMI
Cummins Inc

Industrials
5
+ 0.47%
$266.63 - $326.4 $1.33K - $1.63K
1.08K $347K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
43
+ 1.09%
$105.53 - $118.34 $4.54K - $5.09K
3.99K $466K
SCHX
Schwab Strategic Tr Us Large C

ETFs
31
+ 0.27%
$61.11 - $67.85 $1.89K - $2.1K
11.6K $787K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.06%
$57.32 - $62.65 $344 - $376
10.7K $667K
DHR
Danaher Corp

Healthcare
5
+ 0.41%
$239.25 - $280.76 $1.2K - $1.4K
1.23K $342K
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.25%
$236.92 - $263.4 $1.42K - $1.58K
2.43K $640K
VLUE
Ishares Msci Usa Value Factor

ETFs
5
+ 0.09%
$99.14 - $109.18 $496 - $546
5.47K $596K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.01%
$36.98 - $41.55 $37 - $41.6
9.6K $394K
TGT
Target Corp

Consumer Defensive
7
+ 0.23%
$133.47 - $159.25 $934 - $1.11K
3K $467K
IFRA
Ishares Tr

ETFs
2
+ 0.04%
$41.55 - $46.97 $83.1 - $93.9
4.91K $230K
EMB
Ishares Tr

ETFs
1
+ 0.02%
$87.75 - $93.74 $87.8 - $93.7
4.54K $424K
JNK
Spdr Bloomberg High Yield Bond

ETFs
58
+ 1.67%
$93.65 - $97.81 $5.43K - $5.67K
3.53K $344K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.19%
$283.28 - $314.39 $567 - $629
1.05K $328K
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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