Keystone Wealth Services, LLC Portfolio Holdings
Keystone Wealth Services, LLC
- $340 Million
- Q1 2025
Keystone Wealth Services, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $340 Million distributed in 268 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 $28.6M, Apple Inc. with a value of $15.5M, Invesco Qqq Trust, Series 1 with a value of $10.3M, Microsoft Corp with a value of $9.39M, and First Tr Ex Trd Viii Cboe Vest with a value of $9.22M.
Examining the 13F form we can see an decrease of $11.2M in the current position value, from $351M to 340M.
Below you can find more details about Keystone Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $202 Million
Technology: $39.3 Million
Energy: $15.6 Million
Consumer Defensive: $13.6 Million
Financial Services: $11.7 Million
Consumer Cyclical: $10 Million
Industrials: $5.83 Million
Healthcare: $5.02 Million
Other: $6.34 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 268
- Current Value $340 Million
- Prior Value $351 Million
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 16 stocks
- Additional Purchases 86 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks