Keystone Wealth Services, LLC Sells in Q2 2025

Keystone Wealth Services, LLC

  • $379 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-38.6K
- 32.31%
$27.3 - $31.8 $1.05M - $1.23M
80.9K $2.57M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-24.6K
- 53.16%
$27.46 - $33.2 $677K - $818K
21.7K $720K
VTV
Vanguard Value ETF

ETFs
-3.62K
- 28.27%
$153.67 - $176.74 $556K - $639K
9.18K $1.62M
COST
Costco Wholesale Corp

Consumer Defensive
-925
- 9.63%
$908.13 - $1056.85 $840K - $978K
8.68K $8.6M
BALT
Innovator Etfs Tr
-14.8K
- 44.35%
$30.33 - $32.1 $450K - $476K
18.6K $597K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.25K
- 37.07%
$45.88 - $54.4 $378K - $449K
14K $761K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.02K
- 14.01%
$456.74 - $568.03 $920K - $1.14M
12.4K $7.02M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-1.74K
- 43.49%
$208.91 - $238.66 $364K - $415K
2.26K $539K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-123
- 2.31%
$483.48 - $539.8 $59.5K - $66.4K
5.21K $2.53M
VIG
Vanguard Dividend Appreciation

ETFs
-1.61K
- 8.2%
N/A
18K $3.29M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-9.89K
- 21.88%
$22.4 - $23.8 $222K - $235K
35.3K $840K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-4.05K
- 38.1%
$57.46 - $75.58 $233K - $306K
6.58K $497K
MUB
Ishares National Muni Bond ETF

ETFs
-1.13K
- 6.21%
$102.31 - $105.8 $115K - $119K
17K $1.78M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-4.54K
- 11.74%
$28.18 - $29.22 $128K - $133K
34.1K $995K
V
Visa Inc.

Financial Services
-360
- 8.58%
$308.27 - $373.31 $111K - $134K
3.84K $1.36M
PSX
Phillips 66

Energy
-300
- 1.83%
$92.87 - $125.73 $27.9K - $37.7K
16.1K $1.92M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.01K
- 22.41%
$50.1 - $51.02 $101K - $102K
6.95K $354K
VGT
Vanguard Information Technolog

ETFs
-295
- 37.39%
$470.37 - $663.28 $139K - $196K
494 $327K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.89K
- 9.21%
$24.98 - $25.66 $97.2K - $99.8K
38.3K $981K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-911
- 16.35%
$114.78 - $133.31 $105K - $121K
4.66K $621K
AXTI
Axt Inc

Technology
-100K
- 51.71%
$1.16 - $2.35 $116K - $235K
93.4K $195K
PG
Procter & Gamble CO

Consumer Defensive
-194
- 8.01%
$157.66 - $172.39 $30.6K - $33.4K
2.23K $355K
EPD
Enterprise Products Partners L.P.

Energy
-439
- 3.15%
$28.95 - $34.22 $12.7K - $15K
13.5K $418K
IWD
Ishares Russell 1000 Val ETF

ETFs
-629
- 7.08%
$166.82 - $194.23 $105K - $122K
8.25K $1.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-530
- 14.76%
$83.54 - $100.04 $44.3K - $53K
3.06K $304K
LLY
Eli Lilly & CO

Healthcare
-22
- 4.05%
$713.71 - $898.95 $15.7K - $19.8K
521 $406K
LOW
Lowes Companies Inc

Consumer Cyclical
-95
- 6.86%
$210.83 - $235.28 $20K - $22.4K
1.29K $285K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.06%
$285.55 - $321.23 $286 - $321
1.56K $456K
FYX
First Tr Small Cap Core Alphad

ETFs
-776
- 12.86%
$79.22 - $97.28 $61.5K - $75.5K
5.26K $511K
TGT
Target Corp

Consumer Defensive
-111
- 3.79%
$88.76 - $105.77 $9.85K - $11.7K
2.82K $277K
LMT
Lockheed Martin Corp

Industrials
-69
- 6.87%
$430.82 - $486.45 $29.7K - $33.6K
936 $433K
PFE
Pfizer Inc

Healthcare
-39
- 0.4%
$21.59 - $24.84 $842 - $969
9.59K $232K
PFF
Ishares Trust Ishares Pfd And

ETFs
-329
- 3.39%
$29.0 - $30.68 $9.54K - $10.1K
9.39K $287K
RTX
Raytheon Technologies Corp

Industrials
-224
- 13.49%
$113.75 - $148.48 $25.5K - $33.3K
1.44K $209K
CORP
Pimco Investment Grade Corp Bd

ETFs
-100
- 2.38%
$94.14 - $97.31 $9.41K - $9.73K
4.1K $399K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-295
- 5.75%
$162.34 - $192.15 $47.9K - $56.7K
4.84K $929K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-67
- 0.45%
$85.42 - $94.39 $5.72K - $6.32K
14.7K $1.38M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-352
- 0.4%
$45.12 - $46.23 $15.9K - $16.3K
86.6K $4M
O
Realty Income Corp

Real Estate
-8
- 0.2%
$52.27 - $58.52 $418 - $468
3.92K $225K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-275
- 7.35%
$82.17 - $99.96 $22.6K - $27.5K
3.47K $340K
T
At&T Inc.

Communication Services
-177
- 2.47%
$26.33 - $28.94 $4.66K - $5.12K
7K $202K
Ishares Tr
-14.7K
- 60.87%
N/A
9.48K $0
JGRO
J P Morgan Exchange Traded Fd
-3.49K
- 14.0%
N/A
21.4K $0
SFLR
Innovator Etfs Tr Equity Manag
-13.6K
- 53.73%
N/A
11.7K $0
First Tr Exchng Traded Fd Vi
-5.26K
- 12.58%
N/A
36.6K $0
Capital Group Core Balanced
-6.08K
- 16.86%
N/A
30K $0
Fidelity Covington Trust
-104
- 0.6%
N/A
17.2K $0
First Tr Exchng Traded Fd Vi
-1.61K
- 4.55%
N/A
33.8K $0
Peakstone Realty Trust
-3.06K
- 18.59%
N/A
13.4K $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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