Keystone Wealth Services, LLC Portfolio Holdings
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
Keystone Wealth Services, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $351 Million distributed in 257 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 $30.1M, Apple Inc. with a value of $18.6M, Invesco Qqq Trust, Series 1 with a value of $11.3M, Microsoft Corp with a value of $10.7M, and First Tr Ex Trd Viii Cboe Vest with a value of $9.74M.
Examining the 13F form we can see an increase of $14.8M in the current position value, from $336M to 351M.
Below you can find more details about Keystone Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$351 Million
ETFs: $208 Million
Technology: $45.4 Million
Energy: $14.2 Million
Consumer Defensive: $13.4 Million
Consumer Cyclical: $11.7 Million
Financial Services: $10.2 Million
Industrials: $5.97 Million
Healthcare: $4.9 Million
Other: $6.63 Million