Keystone Wealth Services, LLC Portfolio Holdings
Keystone Wealth Services, LLC
- $418 Million
- Q3 2025
Keystone Wealth Services, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $418 Million distributed in 294 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 $27.8M, Apple Inc. with a value of $18.9M, Invesco Qqq Trust, Series 1 with a value of $13.8M, Nvidia Corp with a value of $13.4M, and Microsoft Corp with a value of $12.9M.
Examining the 13F form we can see an increase of $38.2M in the current position value, from $379M to 418M.
Below you can find more details about Keystone Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$418 Million
ETFs: $242 Million
Technology: $61.1 Million
Energy: $22.2 Million
Financial Services: $13.2 Million
Consumer Cyclical: $13 Million
Consumer Defensive: $12.2 Million
Industrials: $6.66 Million
Communication Services: $5.67 Million
Other: $7.14 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 294
- Current Value $418 Million
- Prior Value $379 Million
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 31 stocks
- Additional Purchases 99 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks