Keystone Wealth Services, LLC Incresed Positions in Q3 2024

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
5.03K
+ 124.09%
$801.83 - $917.05 $4.03M - $4.61M
9.08K $8.05M
NVDA
Nvidia Corp

Technology
37.1K
+ 150.86%
$98.91 - $134.91 $3.67M - $5.01M
61.7K $7.5M
AAPL
Apple Inc.

Technology
3.45K
+ 4.85%
$207.23 - $234.82 $715K - $810K
74.6K $17.4M
IVV
Ishares Core S&P 500 ETF

ETFs
517
+ 0.92%
$520.18 - $576.82 $269K - $298K
56.6K $32.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.06K
+ 12.02%
$434.77 - $502.96 $894K - $1.03M
19.2K $9.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.14K
+ 7.94%
$517.38 - $573.86 $592K - $656K
15.5K $8.92M
MSFT
Microsoft Corp

Technology
2.73K
+ 12.6%
$395.15 - $467.56 $1.08M - $1.28M
24.4K $10.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.93K
+ 79.92%
$332.02 - $382.76 $639K - $737K
4.34K $1.63M
AMZN
Amazon Com Inc

Consumer Cyclical
4.31K
+ 26.97%
$161.02 - $200.0 $694K - $862K
20.3K $3.78M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
10.1K
+ 13.38%
$44.46 - $48.11 $448K - $485K
85.5K $4.11M
TSLA
Tesla, Inc.

Consumer Cyclical
574
+ 9.58%
$191.76 - $263.26 $110K - $151K
6.57K $1.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
382
+ 3.64%
$475.2 - $527.7 $182K - $202K
10.9K $5.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.19K
+ 1.71%
$44.65 - $47.21 $142K - $151K
190K $8.86M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
10.4K
+ 14.94%
$37.45 - $44.25 $391K - $461K
80.2K $3.43M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
750
+ 0.39%
$46.67 - $50.52 $35K - $37.9K
192K $9.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 4.94%
$405.19 - $478.57 $100K - $119K
5.27K $2.42M
META
Meta Platforms, Inc.

Communication Services
462
+ 27.18%
$453.41 - $572.44 $209K - $264K
2.16K $1.24M
VTV
Vanguard Value ETF

ETFs
1.46K
+ 22.91%
$159.75 - $174.57 $233K - $255K
7.83K $1.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
862
+ 3.93%
$162.64 - $179.3 $140K - $155K
22.8K $4.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.88K
+ 17.8%
$84.77 - $97.13 $244K - $279K
19K $1.82M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.05K
+ 3.92%
$42.73 - $44.94 $173K - $182K
107K $4.83M
AVGO
Broadcom Inc.

Technology
2.87K
+ 2051.43%
$136.27 - $1745.86 $391K - $5.01M
3.01K $519K
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 21.74%
$194.9 - $224.8 $225K - $259K
6.46K $1.36M
VTI
Vanguard Total Stock Market Et

ETFs
793
+ 32.35%
$255.18 - $283.2 $202K - $225K
3.24K $918K
IWD
Ishares Russell 1000 Val ETF

ETFs
667
+ 7.77%
$173.36 - $189.8 $116K - $127K
9.25K $1.76M
V
Visa Inc.

Financial Services
740
+ 21.84%
$253.74 - $291.56 $188K - $216K
4.13K $1.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
952
+ 19.85%
$162.83 - $179.16 $155K - $171K
5.75K $1.03M
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
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
IWM
Ishares Russell 2000 ETF

ETFs
249
+ 3.81%
$200.87 - $224.6 $50K - $55.9K
6.79K $1.5M
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
XOM
Exxon Mobil Corp

Energy
23
+ 0.04%
$109.72 - $119.0 $2.52K - $2.74K
51.8K $6.07M
IYW
Ishares Dj Us Tech ETF

ETFs
635
+ 4.43%
$133.16 - $158.73 $84.6K - $101K
15K $2.27M
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
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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