Keystone Wealth Services, LLC New Holdings in Q3 2024

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
35K
New
$28.1 - $29.89 $982K - $1.04M
35K $1.04M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18.6K
New
$49.7 - $56.11 $925K - $1.04M
18.6K $1.02M
PPA
Invesco Exchange Traded Fd Tr

ETFs
8.08K
New
$102.05 - $114.97 $824K - $929K
8.08K $928K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
3.44K
New
$196.3 - $218.19 $675K - $750K
3.44K $750K
NET
Cloudflare, Inc.

Technology
8.27K
New
$74.4 - $86.96 $616K - $719K
8.27K $669K
AXP
American Express CO

Financial Services
2.4K
New
$225.92 - $271.17 $542K - $651K
2.4K $651K
BCAL
Southern Calif Bancorp Com

Financial Services
41.7K
New
$13.27 - $15.79 $554K - $659K
41.7K $617K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9.85K
New
$52.1 - $59.66 $513K - $587K
9.85K $583K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.7K
New
$49.93 - $51.15 $536K - $549K
10.7K $548K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.65K
New
$178.94 - $207.0 $475K - $549K
2.65K $532K
XLE
Energy Sector Spdr

ETFs
5.93K
New
$84.35 - $93.39 $500K - $554K
5.93K $520K
XLU
Utilities Sector Spdr

ETFs
6.02K
New
$67.67 - $80.78 $407K - $486K
6.02K $486K
LOW
Lowes Companies Inc

Consumer Cyclical
1.64K
New
$213.3 - $270.78 $349K - $443K
1.64K $443K
EPD
Enterprise Products Partners L.P.

Energy
14.4K
New
$27.88 - $30.0 $401K - $432K
14.4K $418K
LNW
Light & Wonder, Inc.

Consumer Cyclical
3.75K
New
$90.73 - $112.68 $340K - $422K
3.75K $340K
UNH
Unitedhealth Group Inc

Healthcare
557
New
$488.01 - $604.18 $272K - $337K
557 $325K
NFLX
Netflix Inc

Communication Services
427
New
$598.55 - $722.26 $256K - $308K
427 $302K
A
Agilent Technologies, Inc.

Healthcare
1.92K
New
$125.42 - $148.48 $241K - $285K
1.92K $285K
MPC
Marathon Petroleum Corp

Energy
1.61K
New
$158.61 - $180.75 $255K - $291K
1.61K $261K
MGV
Vanguard Mega Cap Value

ETFs
1.81K
New
$118.0 - $128.28 $213K - $232K
1.81K $231K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.77K
New
$54.38 - $59.77 $205K - $225K
3.77K $223K
GLD
Spdr Gold Trust

ETFs
917
New
$215.56 - $246.98 $198K - $226K
917 $222K
IDU
Ishares Tr U S Utils ETF

ETFs
2.12K
New
$87.2 - $102.21 $185K - $217K
2.12K $216K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.45K
New
$79.92 - $88.19 $196K - $216K
2.45K $215K
ADP
Automatic Data Processing Inc

Industrials
771
New
$233.44 - $279.45 $180K - $215K
771 $213K
Innovator Etfs Trust
15.3K
New
N/A
15.3K $0
Capital Group Core Balanced
22.3K
New
N/A
22.3K $0
American Healthcare Reit Inc
8.55K
New
N/A
8.55K $0
JGRO
J P Morgan Exchange Traded Fd
5.91K
New
N/A
5.91K $0
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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