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Keystone Wealth Services

Latest statistics and disclosures from Keystone Wealth Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, FJUN, MSFT, FBND, and represent 22.47% of Keystone Wealth Services's stock portfolio.
Added to shares of these 10 stocks: FBCG, VIG, XMHQ, FBND, FESM, EFG, FFEB, IJH, QDEC, FJAN.
Started 12 new stock positions in RSP, XMHQ, CAT, FBCG, FESM, LRCX, KJAN, BAPR, BMAR, AVGO. IWR, LOW.
Reduced shares in these 10 stocks: BRK.A, EFV, QUAL, AAPL, XLG, AMZN, APO, FDLO, MRK, GOOGL.
Sold out of its positions in APO, BRK.A, BX, FDLO, GD, TIOG, UPS, UNH, Vroom.
Keystone Wealth Services was a net seller of stock by $-1.6M.
Keystone Wealth Services has $308M in assets under management (AUM), dropping by 5.47%.
Central Index Key (CIK): 0001866189

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Portfolio Holdings for Keystone Wealth Services

Keystone Wealth Services holds 220 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.4	$29M		55k	525.73	View chart
Apple (AAPL)	3.9	$12M	-7%	70k	171.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	3.6	$11M		239k	47.02	View chart
Microsoft Corporation (MSFT)	2.9	$8.9M		21k	420.72	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.7	$8.2M	+18%	182k	45.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$7.7M	-3%	17k	444.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$7.6M		15k	523.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	2.2	$6.9M		159k	43.22	View chart
ConocoPhillips (COP)	2.2	$6.7M		53k	127.28	View chart
Exxon Mobil Corporation (XOM)	1.8	$5.4M		47k	116.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$5.2M	-3%	11k	480.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.5	$4.7M		110k	42.49	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.5	$4.7M	-3%	41k	114.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	1.5	$4.7M		131k	35.55	View chart
Ishares Tr Core Total Usd (IUSB)	1.4	$4.2M	+4%	93k	45.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	1.3	$3.9M		92k	42.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	1.2	$3.6M	+16%	80k	45.27	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.1	$3.5M	-8%	98k	35.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.1	$3.5M		78k	44.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	1.1	$3.4M		83k	41.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$3.4M	-28%	21k	164.35	View chart
Costco Wholesale Corporation (COST)	1.0	$3.0M		4.1k	732.57	View chart
Amazon (AMZN)	1.0	$3.0M	-13%	16k	180.38	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.0	$2.9M	+8%	61k	48.25	View chart
Phillips 66 (PSX)	0.9	$2.9M		18k	163.34	View chart
Trane Technologies SHS (TT)	0.9	$2.6M		8.7k	300.20	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.8	$2.4M	-2%	25k	99.24	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.8	$2.4M	+5%	84k	29.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$2.4M	+257%	13k	182.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.8	$2.4M		53k	44.74	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.8	$2.3M	NEW	61k	38.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.7	$2.3M		62k	36.81	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$2.2M	-8%	21k	107.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.7	$2.2M		86k	25.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.7	$2.2M		88k	24.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.7	$2.1M	+23%	50k	41.98	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$2.1M	-7%	83k	25.28	View chart
Wells Fargo & Company (WFC)	0.7	$2.1M		36k	57.96	View chart
NVIDIA Corporation (NVDA)	0.7	$2.1M	-11%	2.3k	903.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.1M		4.9k	420.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.7	$2.0M		55k	36.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$1.8M	+5%	19k	94.62	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.6	$1.8M	+14%	42k	43.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.8M		13k	135.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.6	$1.7M		42k	40.39	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$1.7M	-32%	40k	42.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.5M		8.6k	179.10	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.5	$1.5M	-5%	16k	93.05	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$1.5M	+4%	14k	108.92	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.5	$1.5M	+7%	27k	53.34	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$1.4M	NEW	13k	110.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.4M		6.7k	210.29	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.4M	-2%	16k	85.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.4	$1.4M		41k	33.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.3M		35k	37.98	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.4	$1.3M		11k	123.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$1.3M	+95%	13k	103.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.3M		16k	83.58	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.4	$1.3M		55k	23.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.2M	+3%	15k	84.44	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.4	$1.2M	-14%	34k	35.61	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$1.2M	-6%	20k	59.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.4	$1.2M		33k	36.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.4	$1.2M		35k	33.68	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$1.2M		32k	35.84	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.4	$1.1M	NEW	38k	30.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.1M	-20%	6.9k	162.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.4	$1.1M	+61%	44k	24.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.4	$1.1M		30k	36.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.4	$1.1M	+30%	28k	39.24	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.4	$1.1M		6.2k	175.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$1.1M		31k	34.16	View chart
Tesla Motors (TSLA)	0.3	$1.0M	+9%	5.9k	175.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$1.0M	+8%	30k	34.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.0M	-25%	6.8k	150.93	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.3	$1.0M	-2%	13k	76.38	View chart
Abbvie (ABBV)	0.3	$1.0M	-3%	5.6k	182.10	View chart
Visa Com Cl A (V)	0.3	$993k		3.6k	279.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$988k		8.6k	115.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$972k	+15%	25k	39.11	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.3	$971k		8.6k	113.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.3	$970k		27k	36.60	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.3	$947k		16k	60.89	View chart
Walt Disney Company (DIS)	0.3	$930k		7.6k	122.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$928k	-3%	24k	39.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$927k	+5%	27k	34.44	View chart
Johnson & Johnson (JNJ)	0.3	$920k	-8%	5.8k	158.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$903k		11k	79.86	View chart
Starbucks Corporation (SBUX)	0.3	$896k		9.8k	91.39	View chart
Axt (AXTI)	0.3	$890k	+30%	194k	4.59	View chart
Ingersoll Rand (IR)	0.3	$870k		9.2k	94.95	View chart
JPMorgan Chase & Co. (JPM)	0.3	$860k		4.3k	200.30	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$839k	+9%	9.6k	87.23	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$831k		11k	74.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$824k		3.3k	249.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$812k		2.4k	337.00	View chart
Meta Platforms Cl A (META)	0.3	$789k	+25%	1.6k	485.69	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$788k	-12%	15k	51.06	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$769k	+8%	24k	32.23	View chart
Philip Morris International (PM)	0.2	$716k		7.8k	91.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$715k		12k	62.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$705k	-73%	13k	54.40	View chart
Home Depot (HD)	0.2	$692k	+3%	1.8k	383.53	View chart
Parker-Hannifin Corporation (PH)	0.2	$689k		1.2k	555.64	View chart
Amgen (AMGN)	0.2	$654k	-8%	2.3k	284.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$651k	+371%	11k	60.74	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$640k		20k	32.65	View chart
Advanced Micro Devices (AMD)	0.2	$639k	-10%	3.5k	180.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$638k	-19%	5.3k	120.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$629k		2.4k	259.90	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$600k	-2%	6.4k	93.24	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$592k		5.5k	108.31	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$590k	+4%	13k	45.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$587k		18k	32.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$583k	-8%	2.4k	239.80	View chart
California Bancorp (CALB)	0.2	$578k		26k	22.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$573k		4.7k	123.17	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$569k		4.6k	123.89	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$563k	-4%	5.6k	100.89	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$558k		13k	42.23	View chart
Abbott Laboratories (ABT)	0.2	$551k		4.8k	113.66	View chart
Target Corporation (TGT)	0.2	$527k	-2%	3.0k	177.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$526k		16k	33.01	View chart
Altria (MO)	0.2	$520k	-4%	12k	43.62	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$517k	-15%	21k	24.91	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$511k		2.7k	190.68	View chart
Peakstone Realty Trust Common Shares (PKST)	0.2	$511k		32k	16.13	View chart
Eli Lilly & Co. (LLY)	0.2	$505k	-5%	649.00	778.43	View chart
Independence Realty Trust In (IRT)	0.2	$487k		30k	16.13	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$484k		1.2k	397.76	View chart
McDonald's Corporation (MCD)	0.2	$479k	-9%	1.7k	281.91	View chart
Coinbase Global Com Cl A (COIN)	0.2	$475k	-2%	1.8k	265.12	View chart
Allegion Ord Shs (ALLE)	0.2	$475k		3.5k	134.71	View chart
Intuit (INTU)	0.2	$474k		729.00	650.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.2	$463k	+12%	13k	35.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$459k	-7%	3.1k	147.73	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$453k	-3%	11k	42.95	View chart
Qualcomm (QCOM)	0.1	$444k	-9%	2.6k	169.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$436k	-8%	4.4k	99.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$432k		13k	32.96	View chart
Wal-Mart Stores (WMT)	0.1	$419k	+186%	7.0k	60.17	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$417k	+37%	4.5k	91.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$411k		10k	40.57	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$406k		13k	31.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$396k		3.6k	110.53	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$390k	+5%	4.3k	89.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$390k		2.6k	152.24	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$389k	+29%	4.0k	96.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$385k		9.9k	39.02	View chart
Pepsi (PEP)	0.1	$385k	-3%	2.2k	175.00	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$385k		11k	36.72	View chart
Cardinal Health (CAH)	0.1	$369k		3.3k	111.89	View chart
Procter & Gamble Company (PG)	0.1	$365k	-2%	2.2k	162.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$362k		9.6k	37.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$359k	+32%	14k	26.50	View chart
Bristol Myers Squibb (BMY)	0.1	$353k	-5%	6.5k	54.23	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$352k		6.1k	57.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$350k	+2%	9.0k	38.68	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$343k		4.9k	70.00	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$331k	+29%	7.6k	43.58	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$329k		4.0k	81.42	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$325k		3.4k	95.19	View chart
Cummins (CMI)	0.1	$325k		1.1k	294.73	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$324k		1.2k	270.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$322k		3.1k	102.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$320k		9.4k	33.87	View chart
Boeing Company (BA)	0.1	$318k		1.6k	192.99	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$317k		4.2k	75.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$312k	+13%	8.7k	35.88	View chart
Danaher Corporation (DHR)	0.1	$306k	-5%	1.2k	249.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$300k		1.0k	287.91	View chart
General Mills (GIS)	0.1	$289k	-36%	4.1k	69.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$288k		8.7k	32.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$287k	-2%	8.6k	33.28	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$285k	-42%	5.1k	56.17	View chart
Quaker Chemical Corporation (KWR)	0.1	$281k		1.4k	205.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$276k		8.1k	34.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$276k		5.6k	49.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$275k		798.00	344.34	View chart
Pfizer (PFE)	0.1	$273k	-30%	9.8k	27.75	View chart
BP Sponsored Adr (BP)	0.1	$272k		7.2k	37.68	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$270k		25k	11.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$264k	NEW	1.6k	169.41	View chart
Iron Mountain (IRM)	0.1	$261k		3.3k	80.21	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$257k		13k	20.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$255k	+9%	4.4k	57.86	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$249k		1.2k	205.09	View chart
Charles Schwab Corporation (SCHW)	0.1	$248k		3.4k	72.35	View chart
Chevron Corporation (CVX)	0.1	$248k		1.6k	157.72	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$247k	-8%	824.00	300.08	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$245k	NEW	6.9k	35.37	View chart
Caterpillar (CAT)	0.1	$245k	NEW	669.00	366.19	View chart
Lauder Estee Cos Cl A (EL)	0.1	$244k		1.6k	154.16	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$243k	+400%	3.9k	61.90	View chart
Lam Research Corporation (LRCX)	0.1	$242k	NEW	249.00	969.93	View chart
Coca-Cola Company (KO)	0.1	$239k	-4%	3.9k	61.18	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$229k		1.4k	158.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$229k		2.0k	114.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$229k		6.8k	33.43	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$228k		12k	19.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$226k		7.4k	30.48	View chart
Oracle Corporation (ORCL)	0.1	$225k	-43%	1.8k	125.58	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$220k	-5%	3.8k	58.59	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$219k		2.9k	76.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$218k		5.8k	37.47	View chart
Realty Income (O)	0.1	$217k	+3%	4.0k	54.10	View chart
Waste Management (WM)	0.1	$216k	-17%	1.0k	213.06	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$213k	-2%	4.9k	43.36	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$211k	NEW	5.3k	40.04	View chart
Broadcom (AVGO)	0.1	$211k	NEW	159.00	1325.64	View chart
Merck & Co (MRK)	0.1	$211k	-62%	1.6k	131.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$207k	NEW	2.5k	84.09	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$202k	NEW	4.9k	41.67	View chart
Lowe's Companies (LOW)	0.1	$201k	NEW	789.00	254.70	View chart
At&t (T)	0.1	$181k	+2%	10k	17.60	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$175k	-9%	10k	17.32	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$146k	-46%	18k	8.29	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$145k		13k	11.46	View chart
Highland Opportunities Highland Income (HFRO)	0.0	$128k	+2%	18k	7.03	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$6.8k		21k	0.32	View chart

Past Filings by Keystone Wealth Services

SEC 13F filings are viewable for Keystone Wealth Services going back to 2021

Keystone Wealth Services 2024 Q1 filed April 12, 2024
Keystone Wealth Services 2023 Q4 filed Jan. 17, 2024
Keystone Wealth Services 2023 Q3 filed Oct. 5, 2023
Keystone Wealth Services 2023 Q2 filed July 20, 2023
Keystone Wealth Services 2023 Q1 filed April 7, 2023
Keystone Wealth Services 2022 Q4 filed Feb. 10, 2023
Keystone Wealth Services 2022 Q3 filed Nov. 1, 2022
Keystone Wealth Services 2022 Q2 filed July 13, 2022
Keystone Wealth Services 2022 Q1 filed April 21, 2022
Keystone Wealth Services 2021 Q4 filed Feb. 14, 2022

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