Keystone Wealth Services, LLC Incresed Positions in Q1 2025

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
64.8K
+ 118.44%
$29.34 - $31.31 $1.9M - $2.03M
119K $3.55M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
36.2K
+ 358.47%
$29.68 - $32.59 $1.08M - $1.18M
46.4K $1.38M
VTV
Vanguard Value ETF

ETFs
5.15K
+ 67.3%
$167.73 - $179.21 $864K - $923K
12.8K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 1.82%
$442.66 - $534.52 $42.1K - $50.8K
5.33K $2.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.52K
+ 32.52%
$169.43 - $182.84 $426K - $460K
10.3K $1.78M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.58K
+ 6.82%
$48.31 - $49.23 $221K - $226K
71.8K $3.53M
JPM
Jpmorgan Chase & CO

Financial Services
772
+ 11.36%
$225.19 - $279.95 $174K - $216K
7.57K $1.86M
MO
Altria Group, Inc.

Consumer Defensive
414
+ 3.41%
$50.81 - $60.02 $21K - $24.8K
12.6K $753K
SBUX
Starbucks Corp

Consumer Cyclical
49
+ 0.3%
$91.75 - $115.81 $4.5K - $5.67K
16.1K $1.58M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
6.06K
+ 5.23%
$41.35 - $44.46 $251K - $270K
122K $5.13M
GLD
Spdr Gold Trust

ETFs
210
+ 20.69%
$243.19 - $288.14 $51.1K - $60.5K
1.23K $352K
NFLX
Netflix Inc

Communication Services
89
+ 19.65%
$828.4 - $1058.6 $73.7K - $94.2K
542 $505K
VGT
Vanguard Information Technolog

ETFs
262
+ 49.72%
$542.38 - $646.34 $142K - $169K
789 $428K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.06K
+ 19.02%
$49.25 - $50.66 $102K - $104K
12.9K $638K
RDVY
First Trust Rising Dividend Ac

ETFs
1.66K
+ 30.74%
$57.22 - $63.39 $94.8K - $105K
7.04K $412K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
802
+ 18.81%
$192.82 - $222.1 $155K - $178K
5.07K $977K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
670
+ 58.88%
$165.25 - $224.62 $111K - $150K
1.81K $300K
PPA
Invesco Exchange Traded Fd Tr

ETFs
383
+ 3.28%
$113.59 - $123.29 $43.5K - $47.2K
12.1K $1.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
784
+ 5.77%
$507.05 - $563.67 $398K - $442K
14.4K $7.39M
CAH
Cardinal Health Inc

Healthcare
8
+ 0.27%
$118.02 - $137.77 $944 - $1.1K
2.99K $411K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.0%
$66.78 - $81.42 $66.8 - $81.4
36K $2.58M
EPD
Enterprise Products Partners L.P.

Energy
349
+ 2.57%
$31.75 - $34.14 $11.1K - $11.9K
13.9K $475K
BND
Vanguard Bd Index Fd Inc Total

ETFs
310
+ 1.69%
$71.17 - $73.66 $22.1K - $22.8K
18.7K $1.37M
POCT
Innovator U.S. Equity Power Bu

ETFs
1.3K
+ 24.2%
$38.53 - $40.49 $50.1K - $52.6K
6.67K $259K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
706
+ 2.45%
$59.78 - $60.03 $42.2K - $42.4K
29.5K $1.77M
CVE
Cenovus Energy Inc.

Energy
3.43K
+ 28.61%
$12.24 - $15.63 $42K - $53.6K
15.4K $214K
QTEC
First Trust Nasdaq 100 Technol

ETFs
387
+ 14.43%
$173.56 - $210.67 $67.2K - $81.5K
3.07K $535K
SU
Suncor Energy Inc

Energy
262
+ 4.08%
$34.27 - $40.63 $8.98K - $10.6K
6.68K $258K
LQD
Ishares Iboxx $ Investment Gra

ETFs
12
+ 0.07%
$105.1 - $109.61 $1.26K - $1.32K
16.4K $1.78M
CCJ
Cameco Corp

Energy
1.9K
+ 35.34%
$40.64 - $56.86 $77.3K - $108K
7.29K $299K
O
Realty Income Corp

Real Estate
2
+ 0.05%
$51.67 - $58.49 $103 - $117
3.93K $227K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
18
+ 0.07%
$43.76 - $45.31 $788 - $816
25.3K $1.14M
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.23%
$71.24 - $83.64 $570 - $669
3.47K $271K
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 0.14%
$182.82 - $196.21 $2.19K - $2.35K
8.88K $1.65M
VUG
Vanguard Growth ETF

ETFs
167
+ 12.67%
$369.1 - $427.61 $61.6K - $71.4K
1.49K $550K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
133
+ 0.9%
$27.01 - $28.54 $3.59K - $3.8K
14.9K $409K
VLUE
Ishares Msci Usa Value Factor

ETFs
4
+ 0.07%
$104.89 - $113.56 $420 - $454
5.47K $583K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
460
+ 1.8%
$41.74 - $43.57 $19.2K - $20K
26.1K $1.1M
FTA
First Tr Large Cap Value

ETFs
1
+ 0.01%
$74.42 - $80.34 $74.4 - $80.3
10.5K $803K
BA
Boeing CO

Industrials
57
+ 4.75%
$148.15 - $186.25 $8.44K - $10.6K
1.26K $214K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
192
+ 0.43%
$23.32 - $23.84 $4.48K - $4.58K
45.2K $1.06M
HFRO
Highland Income Fund\Ma

Financial Services
412
+ 2.14%
$4.93 - $5.83 $2.03K - $2.4K
19.7K $102K
JNK
Spdr Bloomberg High Yield Bond

ETFs
40
+ 1.11%
$94.86 - $97.12 $3.79K - $3.88K
3.64K $346K
VTI
Vanguard Total Stock Market Et

ETFs
203
+ 5.99%
$271.18 - $303.12 $55K - $61.5K
3.59K $981K
Vanguard Calif Tax Free Fds
1.89K
+ 50.39%
N/A
5.65K $0
JGRO
J P Morgan Exchange Traded Fd
3.02K
+ 13.8%
N/A
24.9K $0
First Tr Exchange Traded Fd
5.4K
+ 34.62%
N/A
21K $0
First Tr Exchng Traded Fd Vi
7.69K
+ 29.81%
N/A
33.5K $0
First Tr Exchng Traded Fd Vi
1.06K
+ 9.08%
N/A
12.8K $0
Activity Summary
Buys All Purchases 102 New Holdings 16 Increased Positions 86 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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