Keystone Wealth Services, LLC Incresed Positions 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
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
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
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
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
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
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 - $30.99 $69.5K - $83K
34.9K $1.08M
ORCL
Oracle Corp

Technology
4
+ 0.2%
$122.82 - $218.63 $491 - $875
2K $438K
XLG
Invesco Exchange Traded Fd Tr

ETFs
271
+ 1.19%
$40.94 - $52.1 $11.1K - $14.1K
23K $1.2M
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 - $69.63 $92.1K - $112K
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
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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