Keystone Wealth Services, LLC Reduced Holdings in Q1 2025

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-148
- 12.62%
$408.78 - $448.82 $60.5K - $66.4K
1.03K $430K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-100
- 1.18%
$105.28 - $121.93 $10.5K - $12.2K
8.37K $912K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.79K
- 15.96%
$23.16 - $27.04 $41.4K - $48.3K
9.42K $221K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-269
- 4.98%
$178.65 - $194.73 $48.1K - $52.4K
5.13K $934K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.07K
- 2.27%
$39.51 - $41.0 $42.2K - $43.7K
46K $1.83M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-1.45K
- 16.82%
$36.57 - $37.91 $53K - $54.9K
7.17K $266K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.23K
- 14.89%
$24.79 - $25.26 $55.2K - $56.2K
12.7K $321K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-69
- 0.58%
$57.21 - $65.8 $3.95K - $4.54K
11.7K $685K
VBR
Vanguard Small Cap Value ETF

ETFs
-177
- 13.53%
$183.02 - $207.75 $32.4K - $36.8K
1.13K $209K
MUB
Ishares National Muni Bond ETF

ETFs
-194
- 1.06%
$104.71 - $107.69 $20.3K - $20.9K
18.1K $1.91M
DHR
Danaher Corp

Healthcare
-27
- 2.23%
$201.62 - $250.59 $5.44K - $6.77K
1.18K $242K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-662
- 6.88%
$50.87 - $51.09 $33.7K - $33.8K
8.96K $457K
XLV
Select Sector Spdr Fund Health

ETFs
-340
- 14.07%
$137.61 - $149.68 $46.8K - $50.9K
2.08K $300K
NET
Cloudflare, Inc.

Technology
-693
- 7.41%
$110.71 - $176.5 $76.7K - $122K
8.66K $975K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.09%
$576.36 - $736.67 $1.15K - $1.47K
2.2K $1.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-197
- 3.41%
$126.11 - $135.06 $24.8K - $26.6K
5.57K $710K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-105
- 0.48%
$35.54 - $37.44 $3.73K - $3.93K
21.8K $780K
VIG
Vanguard Dividend Appreciation

ETFs
-133
- 0.67%
N/A
19.6K $3.58M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-71
- 0.37%
$34.28 - $36.43 $2.43K - $2.59K
19.3K $663K
IWP
Ishares Russell Mid Cap Growth

ETFs
-33
- 1.68%
$114.9 - $139.6 $3.79K - $4.61K
1.93K $226K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.47K
- 1.98%
$44.41 - $45.98 $154K - $160K
171K $7.83M
LNW
Light & Wonder, Inc.

Consumer Cyclical
-248
- 6.62%
$85.08 - $111.48 $21.1K - $27.6K
3.5K $303K
PEP
Pepsico Inc

Consumer Defensive
-97
- 4.85%
$142.64 - $156.42 $13.8K - $15.2K
1.9K $285K
GIS
General Mills Inc

Consumer Defensive
-30
- 0.81%
$57.56 - $65.3 $1.73K - $1.96K
3.65K $218K
QCOM
Qualcomm Inc

Technology
-92
- 4.18%
$151.94 - $175.86 $14K - $16.2K
2.11K $323K
PG
Procter & Gamble CO

Consumer Defensive
-109
- 4.3%
$158.56 - $176.26 $17.3K - $19.2K
2.42K $412K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-246
- 6.52%
$58.32 - $65.09 $14.3K - $16K
3.53K $212K
FVD
First Tr Value Line Divid Inde

ETFs
-450
- 3.7%
$42.61 - $45.51 $19.2K - $20.5K
11.7K $522K
EFG
Msci Eafe Growth ETF

ETFs
-529
- 3.51%
$96.1 - $106.37 $50.8K - $56.3K
14.5K $1.45M
SYY
Sysco Corp

Consumer Defensive
-8
- 0.23%
$70.0 - $77.13 $560 - $617
3.55K $266K
EMB
Ishares Tr

ETFs
-167
- 2.29%
$88.64 - $92.03 $14.8K - $15.4K
7.12K $643K
KO
Coca Cola CO

Consumer Defensive
-513
- 14.49%
$60.81 - $72.32 $31.2K - $37.1K
3.03K $216K
BOND
Pimco Active Bond Exchange Tra

ETFs
-88
- 2.49%
$89.27 - $92.9 $7.86K - $8.18K
3.45K $318K
First Tr Exchng Traded Fd Vi
-678
- 2.61%
N/A
25.3K $0
First Tr Exchng Traded Fd Vi
-1.7K
- 4.23%
N/A
38.5K $0
Fidelity Covington Trust
-1.74K
- 9.15%
N/A
17.3K $0
PNOV
Innovator U.S. Equity Power Bu
-2.25K
- 2.88%
N/A
76.1K $0
PSEP
Innovator U.S. Equity Power Bu
-1.75K
- 3.66%
N/A
46.2K $0
Peakstone Realty Trust
-1.61K
- 8.94%
N/A
16.4K $0
First Tr Exchng Traded Fd Vi
-1.47K
- 13.08%
N/A
9.78K $0
First Tr Exchng Traded Fd Vi
-4.03K
- 27.38%
N/A
10.7K $0
Innovator Etfs Trust
-200
- 2.17%
N/A
9.02K $0
Innovator Etfs Trust
-3.1K
- 20.21%
N/A
12.2K $0
First Tr Exchng Traded Fd Vi
-25
- 0.16%
N/A
15.9K $0
UNH
Unitedhealth Group Inc

Healthcare
-12
- 2.42%
$461.52 - $548.18 $5.54K - $6.58K
484 $253K
IYH
Ishares Tr

ETFs
-100
- 2.67%
$58.32 - $62.76 $5.83K - $6.28K
3.65K $221K
MCD
Mcdonalds Corp

Consumer Cyclical
-104
- 6.24%
$279.74 - $321.29 $29.1K - $33.4K
1.56K $488K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.18K
- 3.73%
$34.83 - $37.52 $41.2K - $44.3K
30.5K $1.11M
DVY
Ishares Tr

ETFs
-4
- 0.09%
$128.58 - $138.1 $514 - $552
4.65K $616K
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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