Keystone Wealth Services, LLC New Holdings in Q2 2025

Keystone Wealth Services, LLC

  • $379 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.8K
New
$91.43 - $91.74 $1.54M - $1.54M
16.8K $1.54M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15K
New
$58.41 - $72.69 $876K - $1.09M
15K $1.09M
XLY
Select Sector Spdr Consumer Di

ETFs
3.94K
New
$176.34 - $218.59 $695K - $861K
3.94K $856K
SLV
I Shares Silver Trust

ETFs
25.2K
New
$27.08 - $33.74 $681K - $849K
25.2K $825K
NEAR
Blackrock Short Maturity Bond

ETFs
13.6K
New
$50.41 - $51.17 $685K - $695K
13.6K $694K
VNQ
Vanguard Specialized Funds Van

ETFs
7.73K
New
$79.79 - $91.42 $617K - $707K
7.73K $688K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
13.4K
New
$49.98 - $50.26 $669K - $673K
13.4K $671K
FDL
First Tr Morningstar Dividend

ETFs
15.9K
New
$38.19 - $43.19 $608K - $687K
15.9K $666K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.2K
New
$50.36 - $50.68 $663K - $667K
13.2K $666K
SPSB
Spdr Portfolio Short Term Corp

ETFs
21.9K
New
$29.82 - $30.19 $652K - $660K
21.9K $660K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.95K
New
$78.57 - $89.09 $310K - $352K
3.95K $315K
CRWD
Crowd Strike Holdings, Inc.

Technology
495
New
$321.63 - $509.31 $159K - $252K
495 $252K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.36K
New
$22.27 - $29.21 $164K - $215K
7.36K $215K
NOCT
Innovator Growth 100 Power Buf

ETFs
3.91K
New
$46.13 - $54.5 $180K - $213K
3.91K $213K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.08K
New
$100.35 - $100.71 $209K - $210K
2.08K $209K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.31K
New
$30.87 - $39.17 $164K - $208K
5.31K $208K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
5.05K
New
$36.26 - $40.45 $183K - $204K
5.05K $204K
GD
General Dynamics Corp

Industrials
693
New
$247.68 - $291.66 $172K - $202K
693 $202K
Lam Research Corp
2.42K
New
N/A
2.42K $0
First Tr Exchng Traded Fd Vi
9.77K
New
N/A
9.77K $0
Innovator Etfs Trust
6.9K
New
N/A
6.9K $0
Innovator Etfs Trust
7.75K
New
N/A
7.75K $0
Fidelity Wise Origin Bitcoin
2.31K
New
N/A
2.31K $0
Blackrock ETF Trust Ii
14K
New
N/A
14K $0
Vanguard Instl Index Fd
15.1K
New
N/A
15.1K $0
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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