Keystone Wealth Services, LLC Reduced Holdings in Q4 2024

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-5.42K
- 9.57%
$570.51 - $610.59 $3.09M - $3.31M
51.2K $30.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-23.4K
- 49.68%
$46.94 - $51.62 $1.1M - $1.21M
23.7K $1.18M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-14.6K
- 7.69%
$44.87 - $46.86 $654K - $683K
175K $7.85M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-8.21K
- 62.58%
$98.47 - $109.35 $809K - $898K
4.91K $483K
FNDF
Schwab Fundamental Intl Large

ETFs
-17.9K
- 43.24%
$32.92 - $37.15 $590K - $665K
23.5K $780K
XOM
Exxon Mobil Corp

Energy
-75
- 0.14%
$105.51 - $125.37 $7.91K - $9.4K
51.7K $5.56M
PSX
Phillips 66

Energy
-600
- 3.47%
$110.35 - $138.93 $66.2K - $83.4K
16.7K $1.9M
EFV
Msci Eafe Value ETF

ETFs
-5.08K
- 41.32%
$51.78 - $57.15 $263K - $290K
7.21K $378K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.05K
- 2.19%
$45.07 - $47.1 $92.4K - $96.6K
91.7K $4.14M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-6.66K
- 28.06%
$41.16 - $42.25 $274K - $281K
17.1K $720K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-6.73K
- 7.39%
$37.61 - $38.92 $253K - $262K
84.2K $3.24M
MUB
Ishares National Muni Bond ETF

ETFs
-1.44K
- 7.27%
$105.78 - $108.7 $152K - $156K
18.3K $1.95M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.23K
- 6.02%
$124.61 - $133.96 $278K - $299K
34.8K $4.48M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.4K
- 6.71%
$24.94 - $26.14 $110K - $115K
61.1K $1.53M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-5.41K
- 19.82%
$35.94 - $36.85 $195K - $200K
21.9K $805K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-4.74K
- 13.62%
$42.25 - $43.54 $200K - $206K
30K $1.29M
AMGN
Amgen Inc

Healthcare
-73
- 3.23%
$258.78 - $328.31 $18.9K - $24K
2.19K $569K
BCAL
Southern Calif Bancorp Com

Financial Services
-13.9K
- 33.33%
$13.82 - $17.95 $192K - $250K
27.8K $460K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.45K
- 21.66%
$31.23 - $33.51 $108K - $116K
12.5K $392K
JNJ
Johnson & Johnson

Healthcare
-278
- 5.88%
$143.34 - $165.86 $39.8K - $46.1K
4.45K $643K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.89K
- 6.16%
$59.74 - $60.03 $113K - $113K
28.8K $1.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
-380
- 4.11%
$183.23 - $199.79 $69.6K - $75.9K
8.87K $1.64M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.01K
- 22.15%
$90.42 - $94.5 $91K - $95.1K
3.54K $319K
TGT
Target Corp

Consumer Defensive
-287
- 9.58%
$121.59 - $160.69 $34.9K - $46.1K
2.71K $366K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-2.93K
- 8.31%
$40.12 - $41.68 $117K - $122K
32.3K $1.33M
LLY
Eli Lilly & CO

Healthcare
-10
- 1.29%
$727.2 - $932.06 $7.27K - $9.32K
764 $589K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-3.11K
- 5.0%
$45.35 - $47.21 $141K - $147K
59K $2.75M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.57K
- 20.51%
$36.71 - $37.55 $94.4K - $96.6K
9.97K $371K
FTCS
First Trust Capital Strength E

ETFs
-500
- 3.29%
$87.62 - $94.03 $43.8K - $47K
14.7K $1.29M
FTA
First Tr Large Cap Value

ETFs
-729
- 6.51%
$75.21 - $83.49 $54.8K - $60.9K
10.5K $800K
CAT
Caterpillar Inc

Industrials
-107
- 6.87%
$360.37 - $416.88 $38.6K - $44.6K
1.45K $526K
UNH
Unitedhealth Group Inc

Healthcare
-61
- 10.95%
$485.52 - $625.25 $29.6K - $38.1K
496 $250K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-388
- 2.51%
$88.59 - $94.57 $34.4K - $36.7K
15.1K $1.34M
VTV
Vanguard Value ETF

ETFs
-182
- 2.32%
$168.32 - $181.87 $30.6K - $33.1K
7.65K $1.3M
GBIL
Goldman Sachs Access Treasury

ETFs
-695
- 11.32%
$99.85 - $100.22 $69.4K - $69.7K
5.45K $544K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-53
- 1.11%
$59.25 - $72.99 $3.14K - $3.87K
4.73K $282K
HD
Home Depot, Inc.

Consumer Cyclical
-72
- 2.79%
$385.02 - $431.37 $27.7K - $31.1K
2.51K $977K
MCD
Mcdonalds Corp

Consumer Cyclical
-146
- 8.05%
$288.47 - $316.54 $42.1K - $46.2K
1.67K $483K
GIS
General Mills Inc

Consumer Defensive
-370
- 9.13%
$62.78 - $74.62 $23.2K - $27.6K
3.68K $234K
DHR
Danaher Corp

Healthcare
-20
- 1.62%
$226.16 - $274.52 $4.52K - $5.49K
1.21K $277K
KO
Coca Cola CO

Consumer Defensive
-414
- 10.47%
$61.74 - $71.71 $25.6K - $29.7K
3.54K $220K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.65K
- 18.3%
$41.08 - $42.6 $67.7K - $70.2K
7.36K $308K
PEP
Pepsico Inc

Consumer Defensive
-154
- 7.15%
$151.29 - $176.1 $23.3K - $27.1K
2K $303K
FEX
First Tr Large Cap Core Alphde

ETFs
-600
- 2.64%
$103.29 - $112.88 $62K - $67.7K
22.2K $2.31M
XLV
Select Sector Spdr Fund Health

ETFs
-86
- 3.44%
$136.28 - $154.74 $11.7K - $13.3K
2.42K $332K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 0.65%
$442.29 - $483.08 $15K - $16.4K
5.23K $2.37M
O
Realty Income Corp

Real Estate
-45
- 1.13%
$51.76 - $64.71 $2.33K - $2.91K
3.92K $209K
ORCL
Oracle Corp

Technology
-155
- 7.59%
$165.41 - $192.43 $25.6K - $29.8K
1.89K $314K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-242
- 4.03%
$126.68 - $134.74 $30.7K - $32.6K
5.77K $736K
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
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email