Keystone Wealth Services, LLC Portfolio Holdings
Keystone Wealth Services, LLC
- $379 Million
- Q2 2025
Keystone Wealth Services, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $379 Million distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.4M, Apple Inc. with a value of $15.2M, Microsoft Corp with a value of $12.3M, Invesco Qqq Trust, Series 1 with a value of $11.7M, and First Tr Ex Trd Viii Cboe Vest with a value of $11M.
Examining the 13F form we can see an increase of $39.8M in the current position value, from $340M to 379M.
Below you can find more details about Keystone Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$379 Million
ETFs: $225 Million
Technology: $49.5 Million
Energy: $14.6 Million
Consumer Defensive: $13.3 Million
Financial Services: $12.5 Million
Consumer Cyclical: $11.7 Million
Industrials: $6.4 Million
Communication Services: $5.13 Million
Other: $7.15 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 280
- Current Value $379 Million
- Prior Value $340 Million
- Filing
- Period Q2 2025
- Filing Date July 09, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 26 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks