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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, MSFT, FJUN, QQQ, and represent 22.00% of Keystone Wealth Services's stock portfolio.
Added to shares of these 10 stocks: NVDA, COST, MSFT, BUFR, JEPQ, QQQ, PPA, AAPL, AMZN, RTH.
Started 30 new stock positions in MPC, GLD, LOW, JEPQ, IWR, IDU, AXP, RTH, BUFR, EPD.
Reduced shares in these 10 stocks: PNOV, PDEC, CALB, TT, ALLE, PMAY, FFEB, ESGU, MU, JEPI.
Sold out of its positions in CALB, CVX, DDEC, JEPI, MRK, MU, TGB, WM, ALLE.
Keystone Wealth Services was a net buyer of stock by $27M.
Keystone Wealth Services has $362M in assets under management (AUM), dropping by 12.58%.
Central Index Key (CIK): 0001866189

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Portfolio Holdings for Keystone Wealth Services

Keystone Wealth Services holds 252 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.0	$33M		57k	576.82	View chart
Apple (AAPL)	4.8	$17M	+4%	75k	233.00	View chart
Microsoft Corporation (MSFT)	2.9	$11M	+12%	24k	430.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	2.7	$9.7M		192k	50.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$9.4M	+12%	19k	488.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$8.9M	+7%	16k	573.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.4	$8.9M		190k	46.74	View chart
Costco Wholesale Corporation (COST)	2.2	$8.0M	+124%	9.1k	886.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	2.1	$7.6M		164k	46.51	View chart
NVIDIA Corporation (NVDA)	2.1	$7.5M	+150%	62k	121.44	View chart
Exxon Mobil Corporation (XOM)	1.7	$6.1M		52k	117.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$5.7M	+3%	11k	527.67	View chart
ConocoPhillips (COP)	1.5	$5.5M		53k	105.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.4	$4.9M		116k	42.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.3	$4.8M	+3%	107k	44.94	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.3	$4.7M	-6%	37k	126.18	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$4.4M		94k	47.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.1	$4.1M	+13%	86k	48.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$4.1M	+3%	23k	179.30	View chart
Amazon (AMZN)	1.0	$3.8M	+26%	20k	186.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	1.0	$3.5M	-9%	72k	48.56	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	1.0	$3.4M	-2%	91k	37.86	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.9	$3.4M	+14%	80k	42.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.9	$3.2M		73k	43.78	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.9	$3.1M		63k	49.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$3.0M	+6%	15k	198.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.8	$3.0M	-31%	82k	36.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.8	$2.8M		62k	45.75	View chart
Trane Technologies SHS (TT)	0.7	$2.5M	-14%	6.4k	388.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.7	$2.4M	+3%	91k	26.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.4M	+4%	5.3k	460.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.7	$2.4M		51k	47.18	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.7	$2.4M	-3%	23k	104.17	View chart
Phillips 66 (PSX)	0.6	$2.3M	-2%	17k	131.45	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.3M	+4%	15k	151.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.6	$2.2M		50k	44.72	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$2.2M	+5%	47k	47.53	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$2.1M	-3%	20k	108.63	View chart
Wells Fargo & Company (WFC)	0.6	$2.0M		36k	56.49	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$2.0M		43k	45.24	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.5	$1.9M	-4%	64k	30.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$1.9M		19k	98.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.5	$1.9M	-5%	47k	39.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.5	$1.8M	+4%	48k	38.53	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$1.8M	+12%	31k	59.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.8M	+17%	19k	95.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.5	$1.8M	-8%	67k	27.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.8M	+7%	9.3k	189.79	View chart
Tesla Motors (TSLA)	0.5	$1.7M	+9%	6.6k	261.62	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.5	$1.7M		66k	26.14	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.5	$1.7M		15k	109.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.6M	+79%	4.3k	375.36	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.6M		14k	112.98	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$1.5M	+5%	41k	37.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$1.5M	+2%	14k	107.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.5M	+3%	6.8k	220.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.4	$1.5M		42k	35.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.4	$1.5M		40k	36.72	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.4	$1.5M		27k	54.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.4	$1.5M		35k	42.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.4M		35k	40.48	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.4	$1.4M		11k	131.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.4M		16k	91.31	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$1.4M	-3%	15k	90.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.4M	+22%	7.8k	174.57	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.4M	+21%	6.5k	210.87	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$1.3M	-12%	13k	102.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.4	$1.3M		33k	40.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.4	$1.3M		35k	36.74	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.4	$1.3M	-6%	40k	32.18	View chart
Meta Platforms Cl A (META)	0.3	$1.2M	+27%	2.2k	572.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.2M	+95%	16k	75.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.2M		32k	37.56	View chart
Advanced Micro Devices (AMD)	0.3	$1.2M	+14%	7.1k	164.08	View chart
Visa Com Cl A (V)	0.3	$1.1M	+21%	4.1k	274.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	-4%	6.7k	165.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$1.1M	-2%	41k	26.67	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.3	$1.1M		16k	69.02	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.3	$1.1M	-12%	45k	24.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$1.1M		26k	41.74	View chart
Home Depot (HD)	0.3	$1.0M	+7%	2.6k	405.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$1.0M	NEW	35k	29.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.0M	+19%	5.7k	179.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.0M	NEW	19k	54.93	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.3	$1.0M		5.5k	184.42	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.3	$993k		8.5k	117.15	View chart
Starbucks Corporation (SBUX)	0.3	$990k		10k	97.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$984k	-12%	27k	36.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$980k		24k	41.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$976k		34k	28.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$969k		12k	83.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$948k	-11%	7.5k	125.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$943k	-4%	26k	36.52	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$929k	NEW	8.1k	114.97	View chart
Philip Morris International (PM)	0.3	$923k		7.6k	121.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$919k	+32%	3.2k	283.16	View chart
Abbvie (ABBV)	0.3	$912k	-16%	4.6k	197.48	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$904k		11k	82.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$894k		23k	38.17	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$888k		9.5k	93.11	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$887k	-7%	11k	79.13	View chart
Ingersoll Rand (IR)	0.2	$885k		9.0k	98.16	View chart
Parker-Hannifin Corporation (PH)	0.2	$787k		1.2k	631.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$787k		12k	67.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$771k	+18%	6.0k	128.21	View chart
Johnson & Johnson (JNJ)	0.2	$766k	-10%	4.7k	162.06	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.2	$750k	NEW	3.4k	218.18	View chart
Walt Disney Company (DIS)	0.2	$730k		7.6k	96.19	View chart
Amgen (AMGN)	0.2	$728k	-2%	2.3k	322.18	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$707k	-2%	12k	57.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$697k	-13%	2.6k	263.86	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$694k	NEW	22k	31.05	View chart
Eli Lilly & Co. (LLY)	0.2	$686k		774.00	886.14	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$677k		19k	35.03	View chart
Cloudflare Cl A Com (NET)	0.2	$669k	NEW	8.3k	80.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$668k		11k	62.32	View chart
American Express Company (AXP)	0.2	$651k	NEW	2.4k	271.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$640k		2.4k	263.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$629k		4.7k	135.08	View chart
Independence Realty Trust In (IRT)	0.2	$618k		30k	20.50	View chart
Southern California Bancorp (BCAL)	0.2	$617k	NEW	42k	14.79	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$616k	-2%	6.1k	100.30	View chart
Caterpillar (CAT)	0.2	$609k	+7%	1.6k	391.06	View chart
Altria (MO)	0.2	$604k		12k	51.04	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$601k	-4%	6.0k	99.53	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$596k		5.5k	109.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.2	$585k		28k	21.29	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$583k	NEW	9.8k	59.23	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$576k		4.6k	125.44	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$573k		13k	43.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.2	$568k	+67%	16k	36.03	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$553k	-3%	12k	45.49	View chart
McDonald's Corporation (MCD)	0.2	$552k	+3%	1.8k	304.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$551k		16k	34.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$549k	NEW	11k	51.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$533k	NEW	2.7k	200.86	View chart
Abbott Laboratories (ABT)	0.1	$531k		4.7k	114.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$530k	-24%	16k	33.23	View chart
Lockheed Martin Corporation (LMT)	0.1	$523k	NEW	894.00	584.66	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$521k	NEW	5.9k	87.80	View chart
Broadcom (AVGO)	0.1	$520k	+2051%	3.0k	172.52	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$513k		2.7k	191.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$511k	+12%	15k	34.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$506k	+65%	1.3k	383.93	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$503k	-31%	9.9k	51.04	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$496k	+15%	1.2k	423.12	View chart
Wal-Mart Stores (WMT)	0.1	$496k	-6%	6.1k	80.76	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$486k	NEW	6.0k	80.77	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$484k	NEW	19k	26.10	View chart
Axt (AXTI)	0.1	$468k	-4%	193k	2.42	View chart
Target Corporation (TGT)	0.1	$467k		3.0k	155.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$467k		4.0k	116.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$461k	-4%	13k	36.77	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$455k	NEW	5.9k	76.88	View chart
Intuit (INTU)	0.1	$453k		729.00	621.00	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$448k	-30%	9.2k	48.64	View chart
Lowe's Companies (LOW)	0.1	$443k	NEW	1.6k	270.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$439k	+2%	2.6k	167.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$435k		13k	34.29	View chart
Procter & Gamble Company (PG)	0.1	$432k	+11%	2.5k	173.23	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$430k		4.5k	94.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$428k		10k	42.26	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$425k		4.5k	93.59	View chart
Enterprise Products Partners (EPD)	0.1	$419k	NEW	14k	29.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$411k	-2%	11k	36.24	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$403k		4.0k	99.45	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$402k	-60%	11k	38.31	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$402k	NEW	15k	26.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$395k		9.6k	41.12	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$394k	+16%	3.7k	107.65	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$392k	-2%	10k	39.27	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$390k	-10%	15k	25.53	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$385k	-7%	2.5k	154.03	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$381k		9.4k	40.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$379k	+11%	4.5k	84.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$373k		9.0k	41.41	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$371k		6.1k	60.82	View chart
Pepsi (PEP)	0.1	$366k	-4%	2.2k	170.06	View chart
Shopify Cl A (SHOP)	0.1	$366k	-6%	4.6k	80.14	View chart
Marriott Intl Cl A (MAR)	0.1	$365k		1.5k	248.61	View chart
Iron Mountain (IRM)	0.1	$362k	-6%	3.1k	118.83	View chart
Qualcomm (QCOM)	0.1	$360k	-16%	2.1k	170.03	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$358k		3.5k	101.37	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$353k	-2%	4.8k	73.68	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$352k		7.6k	46.46	View chart
Oracle Corporation (ORCL)	0.1	$348k	+8%	2.0k	170.41	View chart
Cummins (CMI)	0.1	$348k		1.1k	323.83	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$345k		3.5k	97.79	View chart
Danaher Corporation (DHR)	0.1	$342k		1.2k	278.02	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$340k		1.2k	284.10	View chart
Scientific Games (LNW)	0.1	$340k	NEW	3.7k	90.73	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$336k	-31%	25k	13.63	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$334k		4.2k	79.64	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$333k	+24%	16k	21.37	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$332k	-9%	9.2k	35.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$329k		8.7k	37.85	View chart
Cardinal Health (CAH)	0.1	$329k	-5%	3.0k	110.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$328k		1.0k	314.25	View chart
UnitedHealth (UNH)	0.1	$326k	NEW	557.00	585.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$323k	-3%	3.9k	83.09	View chart
Bristol Myers Squibb (BMY)	0.1	$321k	-4%	6.2k	51.74	View chart
Coinbase Global Com Cl A (COIN)	0.1	$319k		1.8k	178.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$314k		8.6k	36.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$309k	+40%	526.00	586.69	View chart
Netflix (NFLX)	0.1	$303k	NEW	427.00	709.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$301k		8.7k	34.48	View chart
General Mills (GIS)	0.1	$299k	-2%	4.1k	73.85	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$294k	+13%	5.0k	59.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$289k		5.6k	51.50	View chart
Agilent Technologies Inc C ommon (A)	0.1	$285k	NEW	1.9k	148.48	View chart
Coca-Cola Company (KO)	0.1	$284k		4.0k	71.85	View chart
Pfizer (PFE)	0.1	$284k		9.8k	28.94	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$283k		25k	11.52	View chart
SYSCO Corporation (SYY)	0.1	$278k		3.6k	78.06	View chart
Marathon Petroleum Corp (MPC)	0.1	$262k	NEW	1.6k	162.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$258k	-59%	7.3k	35.24	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$257k		1.2k	211.83	View chart
MGM Resorts International. (MGM)	0.1	$256k		6.6k	39.09	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$256k	-28%	2.5k	101.31	View chart
Cameco Corporation (CCJ)	0.1	$255k	+10%	5.3k	47.76	View chart
Realty Income (O)	0.1	$252k	-2%	4.0k	63.42	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$247k		4.9k	50.79	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$243k	-3%	3.7k	65.00	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$242k		2.9k	83.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$241k		1.4k	166.82	View chart
Boeing Company (BA)	0.1	$240k	-6%	1.6k	152.04	View chart
Suncor Energy (SU)	0.1	$237k		6.4k	36.92	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$232k	NEW	1.8k	128.28	View chart
Quaker Chemical Corporation (KWR)	0.1	$231k		1.4k	168.53	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$231k		4.9k	46.97	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$230k		12k	20.01	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$228k		1.9k	117.29	View chart
Charles Schwab Corporation (SCHW)	0.1	$228k		3.5k	64.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$227k	-4%	6.5k	34.69	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$223k	NEW	3.8k	59.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$223k	NEW	917.00	243.06	View chart
BP Sponsored Adr (BP)	0.1	$221k	-2%	7.1k	31.39	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$220k		4.8k	45.86	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$219k		4.9k	45.02	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$216k	NEW	2.1k	102.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$216k	NEW	2.4k	88.14	View chart
Automatic Data Processing (ADP)	0.1	$213k	NEW	771.00	276.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$209k	-8%	6.9k	30.39	View chart
Lam Research Corporation (LRCX)	0.1	$205k	-6%	252.00	815.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$204k		5.2k	38.95	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$201k	-25%	615.00	326.73	View chart
Cenovus Energy (CVE)	0.1	$200k		12k	16.73	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$184k		18k	10.45	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$182k		10k	18.10	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$157k		13k	12.38	View chart
Highland Opportunities Highland Income (HFRO)	0.0	$116k		19k	6.13	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$7.0k		21k	0.33	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 Q3 filed Oct. 15, 2024
Keystone Wealth Services 2024 Q2 filed July 12, 2024
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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