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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, QQQ, NVDA, MSFT, and represent 18.94% of Keystone Wealth Services's stock portfolio.
Added to shares of these 10 stocks: CVX (+$6.2M), FQAL, SCHZ, IGEB, FNDF, IEMG, IVW, FBCG, FTCS, BAI.
Started 31 new stock positions in ARTY, SKYY, IONQ, KEYS, FTCS, SCHZ, IEMG, HDV, ILF, KJAN.
Reduced shares in these 10 stocks: IVV (-$7.2M), IUSB, QUAL, LMBS, FDL, LQD, HEFA, BIL, XLU, XLY.
Sold out of its positions in T, KO, CRWD, FDL, DJUL, GSST, PKST, UJAN, PDEC, GSY. NEAR, HEFA, JPST, PBH, SPSB, TGT, VNQ.
Keystone Wealth Services was a net buyer of stock by $15M.
Keystone Wealth Services has $458M in assets under management (AUM), dropping by 10.55%.
Central Index Key (CIK): 0001866189

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Portfolio Holdings for Keystone Wealth Services

Keystone Wealth Services holds 294 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.1	$28M	-20%	42k	669.30	View chart
Apple (AAPL)	4.1	$19M		74k	254.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$14M	+8%	23k	600.37	View chart
NVIDIA Corporation (NVDA)	2.9	$13M	+4%	72k	186.58	View chart
Microsoft Corporation (MSFT)	2.8	$13M		25k	517.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	2.5	$11M		203k	55.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$11M	+2%	16k	666.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	2.0	$9.3M		178k	52.25	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$8.2M	+3%	178k	46.24	View chart
Costco Wholesale Corporation (COST)	1.8	$8.1M		8.8k	925.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$7.7M	+2%	13k	612.39	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.4	$6.6M	+31%	124k	53.66	View chart
Chevron Corporation (CVX)	1.4	$6.4M	+2819%	41k	155.29	View chart
Exxon Mobil Corporation (XOM)	1.3	$6.1M		54k	112.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.2	$5.6M	-5%	120k	46.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.1	$5.3M	-2%	104k	50.54	View chart
Amazon (AMZN)	1.1	$5.3M	+4%	24k	219.57	View chart
ConocoPhillips (COP)	1.1	$5.2M		55k	94.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$4.6M	+18%	22k	215.79	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.0	$4.5M	-4%	31k	145.60	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.0	$4.5M	+22%	101k	44.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.9	$4.2M	-5%	77k	54.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$3.9M	+85%	33k	120.72	View chart
Ishares Tr Investment Grade (IGEB)	0.8	$3.9M	+230%	84k	46.05	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.8	$3.8M	+804%	51k	74.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.8	$3.7M		68k	55.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$3.6M	+4%	60k	59.20	View chart
Tesla Motors (TSLA)	0.8	$3.5M		7.9k	444.71	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.7	$3.4M	-6%	14k	236.06	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.7	$3.3M	-4%	77k	42.47	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$3.1M	NEW	133k	23.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.7	$3.1M	-5%	63k	49.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$3.1M	+14%	93k	33.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$3.0M	-48%	16k	194.51	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$3.0M	+50%	32k	93.75	View chart
Wells Fargo & Company (WFC)	0.7	$3.0M		36k	83.82	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.0M	+4%	9.5k	315.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$3.0M	+23%	12k	247.12	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$2.9M	+193%	68k	42.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.6	$2.9M	-6%	71k	41.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.6	$2.8M	+4%	55k	51.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.6	$2.8M	-6%	56k	50.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$2.7M	-2%	14k	189.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.6	$2.7M	-3%	86k	31.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.6M		5.2k	502.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.6	$2.6M		49k	52.89	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$2.6M	-7%	13k	195.85	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.6	$2.5M		22k	116.82	View chart
Trane Technologies SHS (TT)	0.5	$2.3M	-6%	5.6k	421.96	View chart
Cloudflare Cl A Com (NET)	0.5	$2.3M	+6%	11k	214.59	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$2.3M	+6%	38k	59.91	View chart
Phillips 66 (PSX)	0.5	$2.2M		16k	136.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.5	$2.1M		68k	31.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$2.0M	+17%	17k	113.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.4	$1.9M	-2%	44k	42.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$1.9M	-7%	43k	43.91	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.8M	NEW	28k	65.92	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.8M	+91%	10k	182.42	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.8M		17k	106.49	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.4	$1.7M		11k	160.66	View chart
Meta Platforms Cl A (META)	0.4	$1.7M	+3%	2.3k	734.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$1.7M		8.3k	203.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.7M	-2%	9.0k	186.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.6M		6.6k	241.94	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.3	$1.6M	+39%	21k	75.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$1.6M		37k	43.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M		6.5k	243.08	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.3	$1.5M	+39%	16k	97.99	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.3	$1.5M	-3%	27k	57.19	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.5M		21k	72.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.5M		3.2k	468.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$1.5M	-3%	37k	40.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$1.5M		32k	46.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.5M		32k	45.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.3	$1.4M		37k	38.88	View chart
Advanced Micro Devices (AMD)	0.3	$1.4M	+5%	8.8k	161.79	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.4M		27k	52.65	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.4M		15k	95.14	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$1.4M	+34%	40k	34.72	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$1.4M	+106%	15k	95.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.4M		19k	74.37	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.4M	NEW	15k	93.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$1.4M		34k	40.57	View chart
Starbucks Corporation (SBUX)	0.3	$1.4M		16k	84.60	View chart
Broadcom (AVGO)	0.3	$1.4M		4.1k	329.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.3M	-2%	4.1k	328.14	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.3M	+17%	13k	100.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.3	$1.3M		34k	39.25	View chart
Visa Com Cl A (V)	0.3	$1.3M		3.9k	341.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$1.3M		42k	31.12	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.3M	NEW	38k	34.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.3M	-3%	30k	42.79	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.3	$1.3M	+334%	41k	30.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.3	$1.2M	-3%	26k	46.82	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.2M	-6%	21k	57.52	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$1.2M	-25%	7.9k	155.45	View chart
Philip Morris International (PM)	0.3	$1.2M	-2%	7.4k	162.21	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$1.2M		15k	78.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.3	$1.2M		29k	40.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.2	$1.1M		35k	32.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M		12k	93.37	View chart
Home Depot (HD)	0.2	$1.1M	+6%	2.7k	405.16	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.1M	-69%	22k	49.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.1M		7.4k	145.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.1M		3.7k	293.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.2	$1.1M	+40%	31k	34.84	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$1.0M		8.2k	125.41	View chart
Spdr Series Trust Portfolio Crport (SPBO)	0.2	$1.0M		34k	29.63	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.0M	-5%	24k	42.37	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$996k		16k	64.00	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$987k		38k	25.85	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$976k	NEW	3.5k	279.84	View chart
Cameco Corporation (CCJ)	0.2	$970k	+17%	12k	83.86	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$970k		9.4k	103.21	View chart
Parker-Hannifin Corporation (PH)	0.2	$953k		1.3k	758.42	View chart
Abbvie (ABBV)	0.2	$952k	-3%	4.1k	231.52	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$929k	-77%	20k	46.71	View chart
Spdr Series Trust SPDR S&P1500VL (VLU)	0.2	$925k	-6%	4.5k	204.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$920k	-5%	23k	39.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$908k		35k	26.34	View chart
Altria (MO)	0.2	$898k	+3%	14k	66.06	View chart
Walt Disney Company (DIS)	0.2	$890k		7.8k	114.50	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$877k	-5%	9.3k	94.31	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$865k		10k	83.32	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$840k		39k	21.31	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.2	$835k	NEW	29k	28.89	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$828k	-2%	35k	23.94	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$824k		5.5k	148.61	View chart
Coinbase Global Com Cl A (COIN)	0.2	$818k	+25%	2.4k	337.49	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.2	$806k	+42%	3.2k	250.92	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$795k	+6%	15k	53.24	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.2	$788k	NEW	13k	59.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$785k		17k	45.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$785k		12k	65.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$771k	+2%	1.6k	479.51	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$763k	-5%	13k	57.52	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$755k		11k	67.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$754k		1.00	754200.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$728k	-7%	17k	42.14	View chart
Ingersoll Rand (IR)	0.2	$718k	-3%	8.7k	82.62	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$710k	-4%	2.3k	307.81	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$707k	NEW	4.7k	149.10	View chart
Johnson & Johnson (JNJ)	0.2	$705k	-10%	3.8k	185.44	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$704k		3.1k	229.61	View chart
Caterpillar (CAT)	0.2	$704k	-6%	1.5k	477.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$697k		2.9k	243.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$694k		15k	47.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$690k		14k	50.07	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$685k		5.5k	125.06	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$680k	NEW	14k	47.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$658k		4.6k	142.09	View chart
American Express Company (AXP)	0.1	$654k	-5%	2.0k	332.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$649k		4.6k	140.94	View chart
First Tr Exchange-traded SHS (QQEW)	0.1	$641k		4.5k	141.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$639k		16k	40.56	View chart
Wal-Mart Stores (WMT)	0.1	$636k		6.2k	103.06	View chart
Netflix (NFLX)	0.1	$628k		524.00	1198.92	View chart
Amgen (AMGN)	0.1	$613k	-3%	2.2k	282.18	View chart
Ionq Inc Pipe (IONQ)	0.1	$601k	NEW	9.8k	61.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$598k	-4%	14k	41.67	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$596k		13k	46.91	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$587k		2.1k	279.29	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$585k	-7%	16k	36.56	View chart
Micron Technology (MU)	0.1	$584k		3.5k	167.32	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$581k	-22%	15k	39.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$580k	+27%	8.5k	67.83	View chart
Oracle Corporation (ORCL)	0.1	$575k		2.0k	281.26	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$573k		5.3k	108.98	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$570k	-63%	6.2k	91.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$566k	-6%	15k	38.08	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$562k	+2%	5.6k	99.77	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$562k	+41%	6.8k	83.17	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$561k	-8%	17k	32.82	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$542k		12k	46.24	View chart
Abbott Laboratories (ABT)	0.1	$539k		4.0k	133.93	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$519k	+5%	9.1k	56.75	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$517k	NEW	7.7k	66.90	View chart
Coreweave Com Cl A (CRWV)	0.1	$506k	NEW	3.7k	136.85	View chart
Intuit (INTU)	0.1	$498k		729.00	682.92	View chart
Independence Realty Trust In (IRT)	0.1	$494k		30k	16.39	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$490k		13k	38.57	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$489k	-2%	6.4k	76.01	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$487k		13k	38.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$484k	-2%	18k	27.30	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$479k	NEW	10k	46.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$478k		4.0k	118.84	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$477k		10k	47.72	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$475k		1.0k	463.79	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$473k	+18%	6.0k	78.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.1	$468k		21k	22.80	View chart
McDonald's Corporation (MCD)	0.1	$468k		1.5k	303.94	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$468k	NEW	9.6k	48.99	View chart
Southern California Bancorp (BCAL)	0.1	$464k		28k	16.68	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$464k	NEW	4.9k	95.67	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$463k	NEW	12k	37.78	View chart
Cardinal Health (CAH)	0.1	$457k		2.9k	156.98	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$446k		21k	21.23	View chart
Lockheed Martin Corporation (LMT)	0.1	$438k	-6%	878.00	499.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$438k	+14%	19k	23.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$437k		1.2k	355.47	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$434k		6.1k	71.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$434k	NEW	4.2k	103.35	View chart
Axt (AXTI)	0.1	$419k		93k	4.49	View chart
Enterprise Products Partners (EPD)	0.1	$417k		13k	31.27	View chart
Cenovus Energy (CVE)	0.1	$412k		24k	16.99	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$405k		4.1k	98.62	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$403k	NEW	8.8k	45.78	View chart
Marriott Intl Cl A (MAR)	0.1	$403k		1.5k	260.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$402k		10k	38.61	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$401k	-64%	4.6k	87.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$400k		10k	40.10	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$387k		7.3k	53.19	View chart
Cummins (CMI)	0.1	$385k		912.00	422.49	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$385k		4.2k	91.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$384k		1.1k	365.59	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$383k		1.2k	320.15	View chart
Realty Income (O)	0.1	$377k	+58%	6.2k	60.79	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$376k	-31%	3.8k	100.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$370k	-24%	9.7k	38.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$369k		495.00	746.21	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$368k	-12%	10k	36.03	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$366k	-64%	6.8k	53.87	View chart
Raytheon Technologies Corp (RTX)	0.1	$365k	+51%	2.2k	167.30	View chart
Eli Lilly & Co. (LLY)	0.1	$360k	-9%	472.00	762.21	View chart
Qualcomm (QCOM)	0.1	$354k		2.1k	166.39	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$347k		12k	29.64	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$342k		12k	27.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$342k	-81%	3.1k	111.46	View chart
Suncor Energy (SU)	0.1	$340k		8.1k	41.81	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$338k		3.1k	110.58	View chart
Bristol Myers Squibb (BMY)	0.1	$337k	+17%	7.5k	45.10	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$336k	-5%	6.6k	51.09	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$331k		17k	20.08	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$326k		6.9k	47.25	View chart
Lam Research Corp Com New (LRCX)	0.1	$324k		2.4k	133.92	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$322k		3.4k	93.35	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$322k	+39%	3.2k	99.81	View chart
Iron Mountain (IRM)	0.1	$319k		3.1k	101.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$317k		7.3k	43.20	View chart
Lowe's Companies (LOW)	0.1	$316k	-2%	1.3k	251.35	View chart
Pepsi (PEP)	0.1	$316k	+17%	2.2k	140.42	View chart
Charles Schwab Corporation (SCHW)	0.1	$312k	-5%	3.3k	95.46	View chart
MGM Resorts International. (MGM)	0.1	$296k	-3%	8.5k	34.66	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$294k		4.7k	62.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$294k		7.5k	38.90	View chart
Procter & Gamble Company (PG)	0.1	$291k	-14%	1.9k	153.64	View chart
SYSCO Corporation (SYY)	0.1	$291k		3.5k	82.34	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$289k	-11%	11k	25.52	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$284k	-4%	9.0k	31.62	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$277k		18k	15.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$275k		7.2k	38.05	View chart
Scientific Games (LNW)	0.1	$274k	-4%	3.3k	83.94	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$273k	-25%	2.6k	104.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$269k	-6%	6.2k	43.10	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$266k		25k	10.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$261k		9.4k	27.90	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$261k	NEW	3.5k	75.37	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$261k	NEW	5.3k	49.39	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$258k		4.9k	52.82	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$251k		4.9k	51.59	View chart
Agilent Technologies Inc C ommon (A)	0.1	$248k		1.9k	128.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$247k	+5%	7.7k	31.91	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$244k	NEW	607.00	402.33	View chart
Pfizer (PFE)	0.1	$243k		9.6k	25.48	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$239k		9.8k	24.49	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.1	$239k		7.8k	30.80	View chart
General Dynamics Corporation (GD)	0.1	$237k		693.00	341.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$236k		2.4k	96.55	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$235k		2.1k	110.90	View chart
Danaher Corporation (DHR)	0.1	$235k		1.2k	198.27	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$233k	-7%	1.3k	176.81	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$231k		5.3k	43.42	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$229k		2.9k	78.37	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$229k	-75%	953.00	239.75	View chart
UnitedHealth (UNH)	0.0	$226k	-10%	655.00	345.22	View chart
BP Sponsored Adr (BP)	0.0	$220k	NEW	6.4k	34.46	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$218k	NEW	3.8k	56.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.0	$216k		7.1k	30.38	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$214k		3.6k	58.72	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.0	$214k	NEW	4.9k	43.63	View chart
Mastercard Incorporated Cl A (MA)	0.0	$213k		374.00	568.29	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$212k	NEW	1.6k	134.42	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$212k		3.5k	60.08	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$211k	-5%	3.7k	56.81	View chart
Keysight Technologies (KEYS)	0.0	$210k	NEW	1.2k	174.92	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$210k	NEW	1.7k	122.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$210k		2.1k	100.71	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$208k	NEW	5.2k	40.36	View chart
Verizon Communications (VZ)	0.0	$207k	NEW	4.7k	43.95	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.0	$205k	NEW	1.7k	117.18	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$148k		13k	11.69	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$131k		21k	6.35	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$44k	+70%	36k	1.20	View chart
Binah Cap Group (BCG)	0.0	$19k	NEW	11k	1.72	View chart

Past Filings by Keystone Wealth Services

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

Keystone Wealth Services 2025 Q3 filed Oct. 22, 2025
Keystone Wealth Services 2025 Q2 filed July 9, 2025
Keystone Wealth Services 2025 Q1 filed April 17, 2025
Keystone Wealth Services 2024 Q4 filed Feb. 6, 2025
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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