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
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-4.21K
- 5.85%
N/A
67.7K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
-89
- 0.48%
$72.02 - $73.82 $6.41K - $6.57K
18.6K $1.37M
First Tr Exchng Traded Fd Vi
-100
- 0.94%
N/A
10.6K $0
First Tr Exchng Traded Fd Vi
-4.72K
- 18.68%
N/A
20.5K $0
PSEP
Innovator U.S. Equity Power Bu
-1.26K
- 2.72%
N/A
44.9K $0
Vanguard Calif Tax Free Fds
-147
- 2.6%
N/A
5.5K $0
MA
Mastercard Inc

Financial Services
-8
- 2.09%
$479.92 - $590.74 $3.84K - $4.73K
375 $210K
SYY
Sysco Corp

Consumer Defensive
-8
- 0.23%
$68.0 - $75.91 $544 - $607
3.54K $268K
ABT
Abbott Laboratories

Healthcare
-80
- 1.96%
$123.95 - $138.08 $9.92K - $11K
4.01K $545K
IWN
Ishares Russell2000 Val ETF

ETFs
-24
- 1.66%
$131.84 - $157.76 $3.16K - $3.79K
1.42K $223K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-512
- 3.87%
$38.86 - $45.19 $19.9K - $23.1K
12.7K $574K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-50
- 0.53%
$20.42 - $25.3 $1.02K - $1.27K
9.37K $236K
EMB
Ishares Tr

ETFs
-4
- 0.06%
$86.54 - $92.62 $346 - $370
7.12K $659K
POCT
Innovator U.S. Equity Power Bu

ETFs
-3
- 0.04%
$36.35 - $41.3 $109 - $124
6.67K $275K
LNW
Light & Wonder, Inc.

Consumer Cyclical
-89
- 2.54%
$77.8 - $96.26 $6.92K - $8.57K
3.41K $328K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-186
- 2.22%
$94.92 - $114.85 $17.7K - $21.4K
8.19K $940K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-271
- 1.79%
$38.29 - $44.77 $10.4K - $12.1K
14.9K $664K
SCHW
Schwab Charles Corp

Financial Services
-7
- 0.2%
$69.06 - $91.24 $483 - $639
3.46K $315K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-154
- 1.54%
$72.61 - $88.75 $11.2K - $13.7K
9.82K $871K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-100
- 0.52%
$32.66 - $37.42 $3.27K - $3.74K
19.2K $716K
GOOG
Alphabet Inc.

Communication Services
-9
- 0.32%
$146.58 - $180.01 $1.32K - $1.62K
2.81K $499K
CAH
Cardinal Health Inc

Healthcare
-80
- 2.68%
$125.0 - $168.0 $10K - $13.4K
2.91K $488K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.5K
- 12.4%
$105.2 - $141.69 $157K - $212K
10.6K $1.5M
SPMD
Spdr Portfolio

ETFs
-25
- 0.09%
$44.89 - $54.38 $1.12K - $1.36K
27.8K $1.51M
IWM
Ishares Russell 2000 ETF

ETFs
-18
- 0.27%
$174.82 - $215.79 $3.15K - $3.88K
6.69K $1.44M
IXN
Ishares Global Information Tec

ETFs
-640
- 6.38%
$65.81 - $92.34 $42.1K - $59.1K
9.39K $867K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.06K
- 2.11%
$42.85 - $49.94 $45.4K - $52.9K
49.2K $2.46M
MU
Micron Technology Inc

Technology
-13
- 0.37%
$64.72 - $127.91 $841 - $1.66K
3.49K $429K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-26
- 0.06%
$23.95 - $29.34 $623 - $763
41.8K $1.23M
GOOGL
Alphabet Inc.

Communication Services
-56
- 0.87%
$144.7 - $178.6 $8.1K - $10K
6.42K $1.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.74K
- 8.97%
$82.96 - $110.1 $144K - $191K
17.6K $1.94M
FEX
First Tr Large Cap Core Alphde

ETFs
-56
- 0.25%
$90.17 - $109.96 $5.05K - $6.16K
22.1K $2.43M
QJUN
First Tr ETF
-51
- 0.08%
$24.35 - $29.57 $1.24K - $1.51K
67.1K $1.98M
NFLX
Netflix Inc

Communication Services
-11
- 2.03%
$855.86 - $1339.13 $9.41K - $14.7K
531 $711K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-126
- 0.15%
$35.3 - $40.46 $4.45K - $5.1K
81.2K $3.29M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-52
- 0.06%
$24.21 - $29.46 $1.26K - $1.53K
89.6K $2.64M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.06K
- 3.18%
$108.06 - $135.3 $114K - $143K
32.3K $4.37M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-44
- 0.08%
$43.53 - $54.46 $1.92K - $2.4K
57.7K $3.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
-768
- 4.77%
$496.48 - $617.85 $381K - $475K
15.3K $9.47M
TT
Trane Technologies PLC

Industrials
-354
- 5.65%
$315.21 - $437.41 $112K - $155K
5.92K $2.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-866
- 3.94%
$416.06 - $551.64 $360K - $478K
21.1K $11.7M
MSFT
Microsoft Corp

Technology
-211
- 0.84%
$354.56 - $497.45 $74.8K - $105K
24.8K $12.3M
NVDA
Nvidia Corp

Technology
-1.88K
- 2.67%
$94.31 - $157.99 $177K - $297K
68.6K $10.8M
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
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