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Keystone Wealth Partners

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

Top 5 stock holdings are VGSH, IVV, IJJ, VO, VEA, and represent 60.34% of Keystone Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VGSH, IVV, STIP, SCHP, VEA, IJJ, VCSH, DFIV, VO, IJR.
Started 2 new stock positions in Kala Pharmaceuticals, Artelo Biosciences.
Reduced shares in these 10 stocks: VTI (-$9.4M), BND (-$5.1M), VOO, VEU, VOE, VTIP, DFAS, , DIS, BSTZ.
Sold out of its positions in BSTZ, BIGZ, DFAS, DIS, INTC, MCHP, VTIP, VEU, VOO, VOE. V.
Keystone Wealth Partners was a net seller of stock by $-4.3M.
Keystone Wealth Partners has $214M in assets under management (AUM), dropping by -5.51%.
Central Index Key (CIK): 0001845980

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Portfolio Holdings for Keystone Wealth Partners

Keystone Wealth Partners holds 26 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Short-Term Treasury ETF Common Stock (VGSH)	18.2	$39M	+8%	657k	59.26	View chart
Ishares Core S&p 500 Etf Common Stock (IVV)	14.4	$31M	+8%	68k	453.69	View chart
Ishares S&p Midcap 400 Va Common Stock (IJJ)	9.6	$21M	+8%	187k	109.64	View chart
Vanguard Mid-Cap VIPERs Common Stock (VO)	9.2	$20M	+4%	83k	237.84	View chart
Vanguard Tax-managed Intl Common Stock (VEA)	9.0	$19M	+11%	399k	48.03	View chart
iShares 0-5 Year TIPS Bond ETF Common Stock (STIP)	8.1	$17M	+13%	166k	104.94	View chart
Schwab US TIPS ETF Common Stock (SCHP)	8.0	$17M	+13%	282k	60.71	View chart
Vanguard Short Term Corp Common Stock (VCSH)	8.0	$17M	+8%	218k	78.09	View chart
Ishares Tr Core S&p Small Common Stock (IJR)	4.8	$10M	+9%	95k	107.88	View chart
Dfa Tax-managed International Lg Value Common Stock (DFIV)	4.7	$10M	+12%	301k	33.48	View chart
Vanguard Intmdt-Term Trs ETF Common Stock (VGIT)	1.5	$3.2M		51k	62.91	View chart
Vanguard Total Stock Mark Common Stock (VTI)	0.9	$2.0M	-82%	8.8k	227.65	View chart
Vanguard Ttl Bd Mkt Common Stock (BND)	0.7	$1.6M	-76%	20k	79.53	View chart
Marathon Petroleum Corp Common Stock (MPC)	0.7	$1.4M		17k	85.49	View chart
Home Depot Common Stock (HD)	0.5	$986k	-6%	3.3k	299.24	View chart
Apple Common Stock (AAPL)	0.4	$915k	-14%	5.2k	174.55	View chart
Global Payments Common Stock (GPN)	0.3	$666k		4.9k	136.81	View chart
Spdr S&p 500 Etf Tr Tr Un Common Stock (SPY)	0.2	$456k	-7%	1.0k	451.49	View chart
Microsoft Corp Common Stock (MSFT)	0.2	$437k	-25%	1.4k	308.62	View chart
McDonald s Corp Common Stock (MCD)	0.2	$378k		1.5k	247.38	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$264k	-27%	1.5k	177.30	View chart
iSHARES TR DOW JONES SELE Common Stock (DVY)	0.1	$247k	-7%	1.9k	128.18	View chart
Ishares Trust Russell 200 Common Stock (IWM)	0.1	$246k		1.2k	205.00	View chart
Fastenal Common Stock (FAST)	0.1	$238k		4.0k	59.50	View chart
Kala Pharmaceuticals Common Stock	0.0	$19k	NEW	14k	1.36	View chart
Artelo Biosciences Ord Common Stock	0.0	$7.0k	NEW	15k	0.47	View chart

Past Filings by Keystone Wealth Partners

SEC 13F filings are viewable for Keystone Wealth Partners going back to 2020

Keystone Wealth Partners 2022 Q1 filed April 29, 2022
Keystone Wealth Partners 2021 Q4 filed Jan. 31, 2022
Keystone Wealth Partners 2021 Q3 filed Nov. 4, 2021
Keystone Wealth Partners 2021 Q2 filed Aug. 6, 2021
Keystone Wealth Partners 2021 Q1 filed May 3, 2021
Keystone Wealth Partners 2020 Q4 filed Feb. 12, 2021

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