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
CMI
Cummins Inc

Industrials
4
+ 0.43%
$267.12 - $336.65 $1.07K - $1.35K
927 $303K
QCOM
Qualcomm Inc

Technology
12
+ 0.57%
$124.66 - $159.48 $1.5K - $1.91K
2.12K $337K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
6
+ 0.02%
$43.65 - $45.44 $262 - $273
25.3K $1.15M
DVY
Ishares Tr

ETFs
67
+ 1.44%
$118.37 - $134.86 $7.93K - $9.04K
4.72K $626K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
88
+ 0.69%
$24.94 - $25.42 $2.19K - $2.24K
12.8K $325K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3
+ 0.0%
$42.72 - $44.24 $128 - $133
82.3K $3.61M
A
Agilent Technologies, Inc.

Healthcare
5
+ 0.26%
$99.29 - $120.52 $496 - $603
1.93K $227K
HFRO
Highland Income Fund\Ma

Financial Services
447
+ 2.27%
$4.47 - $5.28 $2K - $2.36K
20.1K $104K
FVD
First Tr Value Line Divid Inde

ETFs
1
+ 0.01%
$40.62 - $45.12 $40.6 - $45.1
11.7K $523K
Vanguard Instl Index Fd
15.1K
New
N/A
15.1K $0
Fidelity Wise Origin Bitcoin
2.31K
New
N/A
2.31K $0
Vanguard Malvern Fds
1.54K
+ 43.42%
N/A
5.09K $0
Innovator Etfs Trust
6.9K
New
N/A
6.9K $0
Blackrock ETF Trust Ii
14K
New
N/A
14K $0
First Tr Exchng Traded Fd Vi
59
+ 0.85%
N/A
7.04K $0
FJAN
First Exc Trd Viii Cboe Vest U
5.07K
+ 9.3%
N/A
59.6K $0
First Tr Exchng Traded Fd Vi
9.77K
New
N/A
9.77K $0
Lam Research Corp
2.42K
New
N/A
2.42K $0
Innovator Etfs Trust
17.8K
+ 197.36%
N/A
26.8K $0
Innovator Etfs Trust
7.75K
New
N/A
7.75K $0
First Tr Exchange Traded Fd
10.9K
+ 38.15%
N/A
39.3K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.02%
$63.54 - $68.5 $63.5 - $68.5
4.73K $319K
UNH
Unitedhealth Group Inc

Healthcare
247
+ 51.03%
$274.35 - $599.47 $67.8K - $148K
731 $228K
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.79%
$128.02 - $151.37 $1.92K - $2.27K
1.92K $253K
CVX
Chevron Corp

Energy
5
+ 0.35%
$133.73 - $168.51 $669 - $843
1.42K $203K
AMGN
Amgen Inc

Healthcare
66
+ 3.02%
$262.28 - $309.85 $17.3K - $20.5K
2.26K $629K
JNJ
Johnson & Johnson

Healthcare
13
+ 0.31%
$146.36 - $159.82 $1.9K - $2.08K
4.23K $645K
BMY
Bristol Myers Squibb CO

Healthcare
5
+ 0.08%
$44.12 - $59.6 $221 - $298
6.35K $293K
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.33%
$170.16 - $206.27 $2.38K - $2.89K
4.28K $793K
SBUX
Starbucks Corp

Consumer Cyclical
53
+ 0.33%
$79.69 - $99.41 $4.22K - $5.27K
16.2K $1.48M
AAPL
Apple Inc.

Technology
4.1K
+ 5.87%
$172.42 - $223.89 $707K - $918K
73.9K $15.2M
XOM
Exxon Mobil Corp

Energy
2.08K
+ 4.02%
$99.93 - $119.04 $208K - $247K
53.7K $5.79M
COP
Conocophillips

Energy
188
+ 0.34%
$82.66 - $106.1 $15.5K - $19.9K
55K $4.94M
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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