Keystone Wealth Services, LLC Incresed Positions in Q4 2024

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.95K
+ 15.37%
$481.22 - $538.17 $1.42M - $1.59M
22.1K $11.3M
NVDA
Nvidia Corp

Technology
6.09K
+ 9.87%
$117.0 - $148.88 $713K - $907K
67.8K $9.11M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
39.3K
+ 91.05%
$42.84 - $45.38 $1.68M - $1.78M
82.4K $3.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.72K
+ 25.04%
$521.84 - $558.82 $1.42M - $1.52M
13.6K $7.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.63K
+ 33.41%
$176.42 - $186.91 $1.35M - $1.43M
30.4K $5.42M
COST
Costco Wholesale Corp

Consumer Defensive
970
+ 10.68%
$873.59 - $994.69 $847K - $965K
10.1K $9.21M
TSLA
Tesla, Inc.

Consumer Cyclical
159
+ 2.42%
$213.65 - $479.86 $34K - $76.3K
6.73K $2.72M
AMZN
Amazon Com Inc

Consumer Cyclical
991
+ 4.88%
$180.88 - $232.93 $179K - $231K
21.3K $4.67M
VIG
Vanguard Dividend Appreciation

ETFs
4.45K
+ 29.04%
N/A
19.8K $3.6M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
10.7K
+ 13.3%
$42.05 - $48.31 $449K - $516K
90.9K $4.21M
SBUX
Starbucks Corp

Consumer Cyclical
5.92K
+ 58.3%
$87.44 - $102.5 $517K - $607K
16.1K $1.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
467
+ 3.0%
$567.81 - $607.81 $265K - $284K
16K $9.38M
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.61K
+ 44.65%
$113.79 - $124.5 $410K - $449K
11.7K $1.34M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.51K
+ 10.26%
$43.61 - $45.3 $327K - $340K
80.7K $3.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.61K
+ 60.72%
$198.04 - $221.51 $319K - $357K
4.26K $897K
NET
Cloudflare, Inc.

Technology
1.08K
+ 12.99%
$78.11 - $117.56 $84K - $126K
9.35K $1.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.99K
+ 34.6%
$174.22 - $187.62 $347K - $373K
7.74K $1.36M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
1.35K
+ 39.12%
$213.99 - $238.91 $288K - $321K
4.78K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
331
+ 5.12%
$205.18 - $250.29 $67.9K - $82.8K
6.79K $1.63M
EMB
Ishares Tr

ETFs
2.75K
+ 60.56%
$88.94 - $93.46 $244K - $257K
7.29K $648K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5K
+ 49.32%
$41.66 - $43.47 $208K - $217K
15.1K $644K
MSFT
Microsoft Corp

Technology
999
+ 4.1%
$406.35 - $454.46 $406K - $454K
25.4K $10.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.21K
+ 17.23%
$53.94 - $58.15 $173K - $186K
21.8K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
863
+ 4.53%
$94.43 - $105.47 $81.5K - $91K
19.9K $2.02M
AVGO
Broadcom Inc.

Technology
70
+ 2.32%
$159.67 - $250.0 $11.2K - $17.5K
3.08K $714K
V
Visa Inc.

Financial Services
70
+ 1.7%
$273.87 - $320.91 $19.2K - $22.5K
4.2K $1.33M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.58K
+ 18.6%
$106.56 - $113.11 $274K - $291K
16.4K $1.75M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.51K
+ 7.19%
$48.48 - $49.47 $219K - $223K
67.2K $3.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
147
+ 3.39%
$370.24 - $418.94 $54.4K - $61.6K
4.48K $1.8M
SHOP
Shopify Inc.

Technology
497
+ 10.89%
$78.14 - $119.49 $38.8K - $59.4K
5.06K $537K
VO
Vanguard Mid Cap ETF

ETFs
613
+ 23.2%
$261.5 - $284.63 $160K - $174K
3.26K $859K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.35K
+ 13.74%
$58.39 - $67.04 $79K - $90.7K
11.2K $710K
DIS
Walt Disney CO

Communication Services
48
+ 0.63%
$92.39 - $117.6 $4.43K - $5.64K
7.64K $850K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.35K
+ 14.65%
$71.75 - $75.11 $169K - $177K
18.4K $1.32M
IYW
Ishares Dj Us Tech ETF

ETFs
2
+ 0.01%
$148.14 - $166.23 $296 - $332
15K $2.39M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.7K
+ 3.31%
$47.07 - $48.75 $79.8K - $82.7K
53K $2.53M
XLE
Energy Sector Spdr

ETFs
1.41K
+ 23.73%
$83.32 - $97.27 $117K - $137K
7.34K $628K
NFLX
Netflix Inc

Communication Services
26
+ 6.09%
$687.65 - $936.56 $17.9K - $24.4K
453 $403K
GOOG
Alphabet Inc.

Communication Services
159
+ 6.05%
$163.08 - $198.16 $25.9K - $31.5K
2.79K $530K
XLU
Utilities Sector Spdr

ETFs
1.56K
+ 25.96%
$74.89 - $82.93 $117K - $130K
7.58K $574K
AXP
American Express CO

Financial Services
76
+ 3.17%
$267.35 - $305.57 $20.3K - $23.2K
2.48K $735K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.09K
+ 10.2%
$61.68 - $67.87 $67.4K - $74.2K
11.8K $735K
SPMD
Spdr Portfolio

ETFs
1.23K
+ 4.56%
$54.13 - $59.56 $66.5K - $73.1K
28.2K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
143
+ 4.41%
$280.04 - $302.45 $40K - $43.3K
3.39K $981K
META
Meta Platforms, Inc.

Communication Services
37
+ 1.71%
$554.08 - $632.68 $20.5K - $23.4K
2.2K $1.3M
LMT
Lockheed Martin Corp

Industrials
302
+ 33.78%
$479.66 - $614.62 $145K - $186K
1.2K $581K
DAL
Delta Air Lines, Inc.

Industrials
20
+ 0.41%
$47.46 - $65.77 $949 - $1.32K
4.89K $295K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.14%
$246.06 - $292.59 $492 - $585
1.47K $409K
BMY
Bristol Myers Squibb CO

Healthcare
260
+ 4.19%
$51.92 - $59.94 $13.5K - $15.6K
6.46K $365K
Activity Summary
Buys All Purchases 111 New Holdings 14 Increased Positions 97 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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