Keystone Wealth Services, LLC Portfolio Holdings
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
Keystone Wealth Services, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $336 Million distributed in 253 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 $32.7M, Apple Inc. with a value of $17.4M, Microsoft Corp with a value of $10.5M, First Tr Ex Trd Viii Cboe Vest with a value of $9.72M, and Invesco Qqq Trust, Series 1 with a value of $9.36M.
Examining the 13F form we can see an increase of $39.6M in the current position value, from $296M to 336M.
Below you can find more details about Keystone Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$336 Million
ETFs: $199 Million
Technology: $41.9 Million
Energy: $15.5 Million
Consumer Defensive: $12.5 Million
Consumer Cyclical: $9.49 Million
Financial Services: $9.18 Million
Industrials: $6.34 Million
Healthcare: $5.5 Million
Other: $6.36 Million