Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Keystone Wealth Services

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

Top 5 stock holdings are IVV, AAPL, NVDA, QQQ, SPY, and represent 17.55% of Keystone Wealth Services's stock portfolio.
Added to shares of these 10 stocks: FJUN (+$10M), FMAY (+$8.8M), FMAR (+$5.2M), FSEP, BUFR, FFEB, FJUL, FNDF, FDEC, FJAN.
Started 86 new stock positions in FMAY, XDEC, FTA, MISL, BUFD, FNOV, GMAR, FAUG, SPYM, SPHY.
Reduced shares in these 10 stocks: RSSE (-$44M), , PMAY (-$9.4M), , QJUN (-$5.0M), GJUN, FDL, FNDC, DOCT, BUFY.
Sold out of its positions in AXTI, FDL, FAD, SKYY, FPE, RSSE, AIQ, KJUL, UMAY, NAUG.
Keystone Wealth Services was a net buyer of stock by $854k.
Keystone Wealth Services has $468M in assets under management (AUM), dropping by -1.28%.
Central Index Key (CIK): 0001866189

Tip: Access up to 7 years of quarterly data

Positions held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Keystone Wealth Services

Keystone Wealth Services holds 293 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.7	$27M		41k	653.21	View chart
Apple (AAPL)	4.1	$19M	-5%	75k	253.79	View chart
NVIDIA Corporation (NVDA)	2.8	$13M	-9%	75k	174.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$13M	-4%	22k	577.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$10M		16k	650.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	2.1	$10M	NEW	177k	56.50	View chart
Microsoft Corporation (MSFT)	2.0	$9.4M		25k	370.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	1.9	$8.8M	NEW	167k	52.80	View chart
Chevron Corporation (CVX)	1.8	$8.6M		42k	206.90	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.7	$8.1M		178k	45.62	View chart
Costco Wholesale Corporation (COST)	1.7	$7.7M	-11%	7.8k	996.49	View chart
Exxon Mobil Corporation (XOM)	1.6	$7.6M	-16%	45k	169.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$7.6M		13k	597.55	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.5	$7.2M	+13%	143k	50.12	View chart
ConocoPhillips (COP)	1.5	$7.1M		54k	132.00	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$5.6M	+53%	96k	58.18	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	1.1	$5.4M	-4%	14k	391.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.1	$5.2M	NEW	107k	48.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.0	$4.7M	NEW	94k	50.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$4.7M		22k	215.06	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.0	$4.5M		103k	43.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$4.3M		31k	141.42	View chart
Amazon (AMZN)	0.9	$4.3M	-17%	21k	208.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.9	$4.3M	NEW	127k	33.77	View chart
Ishares Tr Investment Grade (IGEB)	0.8	$3.9M		87k	45.06	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.8	$3.8M		52k	72.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.8	$3.7M	NEW	66k	55.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.7M	-2%	32k	113.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.8	$3.6M	NEW	66k	54.72	View chart
Vanguard Instl Index Ultra-short Trea (VGUS)	0.8	$3.5M	+60%	47k	75.66	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$3.5M	NEW	71k	48.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$3.2M		140k	23.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.7	$3.1M	NEW	62k	49.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$3.0M	+2%	16k	191.80	View chart
Wells Fargo & Company (WFC)	0.6	$2.9M		37k	79.61	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$2.9M		34k	84.52	View chart
Phillips 66 (PSX)	0.6	$2.9M		16k	182.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.6	$2.7M	NEW	54k	50.41	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$2.7M	-14%	64k	42.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.6	$2.7M	NEW	51k	51.78	View chart
Tesla Motors (TSLA)	0.6	$2.6M	-10%	7.0k	371.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$2.5M		11k	237.62	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$2.5M	NEW	53k	47.08	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.5	$2.5M	NEW	20k	121.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.4M		5.1k	479.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.5	$2.4M	NEW	46k	53.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.5	$2.4M	NEW	59k	40.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.5	$2.4M	NEW	79k	30.62	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.4M	-16%	8.2k	294.16	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$2.3M	-3%	38k	59.78	View chart
Advanced Micro Devices (AMD)	0.5	$2.2M	+19%	11k	203.43	View chart
Trane Technologies SHS (TT)	0.5	$2.2M		5.2k	416.74	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$2.2M	-5%	12k	181.42	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.1M	+3%	31k	69.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.1M		7.2k	287.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.4	$2.0M	-71%	65k	31.25	View chart
Cloudflare Cl A Com (NET)	0.4	$2.0M	-15%	9.5k	206.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$1.9M	+2%	17k	111.37	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$1.9M	NEW	23k	80.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.9M	-26%	9.7k	191.92	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.9M	+138%	27k	68.28	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.4	$1.8M	NEW	16k	117.18	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.8M	+2%	17k	106.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.7M		8.6k	196.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.4	$1.7M	NEW	48k	35.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.4	$1.7M	NEW	39k	43.06	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.4	$1.6M	NEW	11k	154.15	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$1.6M		48k	34.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.6M	+12%	22k	73.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$1.6M	NEW	36k	44.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.6M		6.5k	247.98	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.6M	-2%	11k	146.28	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$1.6M	+191%	31k	51.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.6M	-14%	7.4k	213.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$1.6M	NEW	37k	41.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$1.5M	NEW	34k	44.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$1.5M	NEW	32k	47.37	View chart
Capital Group International SHS (CGIC)	0.3	$1.5M	NEW	45k	33.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$1.5M	NEW	19k	76.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.5M	NEW	32k	45.97	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$1.5M	NEW	25k	59.22	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.5M	-21%	27k	54.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.3	$1.4M	-72%	37k	39.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.4M	-26%	16k	88.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.3	$1.4M	NEW	46k	31.46	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$1.4M	+5%	31k	45.65	View chart
Starbucks Corporation (SBUX)	0.3	$1.4M		16k	89.59	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.4M		14k	101.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$1.4M	NEW	33k	41.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$1.4M	NEW	49k	28.00	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	-6%	2.4k	572.19	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.3M		15k	92.76	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.3M	+77%	24k	55.52	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.3M	-2%	40k	32.95	View chart
Cameco Corporation (CCJ)	0.3	$1.3M	+4%	12k	108.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.3M	+3%	4.0k	320.85	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.2M	+9%	23k	54.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.3	$1.2M	NEW	26k	47.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.3	$1.2M	NEW	47k	26.27	View chart
Micron Technology (MU)	0.3	$1.2M		3.6k	337.85	View chart
Broadcom (AVGO)	0.3	$1.2M	-7%	3.9k	309.52	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.2M	+15%	26k	46.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.3	$1.2M	NEW	29k	40.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.3	$1.2M	NEW	35k	33.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.1M	-16%	2.7k	426.38	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.1M		1.3k	895.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M	-3%	12k	97.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.1M	-18%	12k	92.74	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$1.1M	-21%	6.7k	165.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$1.1M	NEW	23k	47.68	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.2	$1.1M	-11%	38k	28.62	View chart
Philip Morris International (PM)	0.2	$1.1M	-10%	6.6k	165.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.2	$1.1M	NEW	26k	41.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.1M		7.4k	142.43	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$1.0M	NEW	8.1k	128.25	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.0M	-9%	21k	49.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.0M		3.5k	287.19	View chart
Spdr Series Trust State Street Spd (SPBO)	0.2	$982k	NEW	34k	29.03	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$955k		37k	25.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.2	$954k	-68%	43k	22.38	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$952k	-32%	10k	93.93	View chart
Spdr Series Trust State Street Spd (VLU)	0.2	$944k	NEW	4.4k	214.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$943k	+16%	13k	74.35	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$940k		9.4k	99.97	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$926k		44k	20.96	View chart
Johnson & Johnson (JNJ)	0.2	$920k	-2%	3.8k	244.43	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$906k	NEW	35k	25.62	View chart
Visa Com Cl A (V)	0.2	$896k	-23%	3.0k	302.26	View chart
Caterpillar (CAT)	0.2	$893k	-14%	1.3k	708.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$893k	NEW	22k	40.10	View chart
Home Depot (HD)	0.2	$892k		2.7k	328.88	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$866k	NEW	9.4k	92.35	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$853k	+180%	14k	61.26	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$850k	+94%	14k	62.68	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$845k	+8%	7.1k	118.62	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$838k	NEW	8.7k	96.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$837k	-4%	2.9k	286.82	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.2	$828k		16k	53.20	View chart
Wal-Mart Stores (WMT)	0.2	$811k	+6%	6.5k	124.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$805k	-61%	19k	42.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$804k	-3%	12k	67.53	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$780k		5.5k	142.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$776k	NEW	17k	46.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$771k	+14%	1.8k	436.73	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$768k	NEW	33k	23.32	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$761k	NEW	5.7k	133.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$750k	NEW	13k	56.68	View chart
Amgen (AMGN)	0.2	$747k	-2%	2.1k	351.78	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$738k	-3%	2.2k	337.95	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.2	$720k	-21%	2.9k	250.92	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k		1.00	718140.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$707k	+12%	23k	30.68	View chart
Cenovus Energy (CVE)	0.1	$693k	+6%	26k	26.53	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$691k		15k	46.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$687k	+190%	14k	50.61	View chart
Altria (MO)	0.1	$684k	-24%	10k	65.99	View chart
Abbvie (ABBV)	0.1	$680k	-24%	3.1k	217.50	View chart
Walt Disney Company (DIS)	0.1	$670k	-11%	7.0k	96.38	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$669k	-3%	4.4k	151.39	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$665k	-6%	2.2k	298.81	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$663k	NEW	3.1k	215.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$662k	NEW	16k	41.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$647k		4.4k	148.11	View chart
Ingersoll Rand (IR)	0.1	$644k		8.0k	80.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$627k	NEW	16k	38.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$620k	+33%	2.9k	211.14	View chart
Cardinal Health (CAH)	0.1	$614k		2.9k	211.29	View chart
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM)	0.1	$613k	NEW	7.5k	82.15	View chart
Netflix (NFLX)	0.1	$613k	+2%	6.4k	96.15	View chart
Delta Air Lines Com New (DAL)	0.1	$612k		9.2k	66.48	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$612k	NEW	5.1k	119.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$606k	NEW	15k	40.78	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$598k		7.5k	80.10	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$597k	NEW	13k	44.71	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$592k		12k	48.98	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$573k	NEW	15k	39.34	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$572k	+3%	15k	38.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$571k		11k	49.89	View chart
American Express Company (AXP)	0.1	$565k		1.9k	302.51	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$565k		5.7k	99.08	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$547k	NEW	12k	47.03	View chart
Raytheon Technologies Corp (RTX)	0.1	$545k	+23%	2.8k	192.90	View chart
Lockheed Martin Corporation (LMT)	0.1	$543k		898.00	604.20	View chart
Suncor Energy (SU)	0.1	$538k		8.1k	66.11	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$524k	-13%	1.1k	463.26	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$511k	+95%	5.1k	100.18	View chart
Enterprise Products Partners (EPD)	0.1	$507k		13k	37.84	View chart
Oracle Corporation (ORCL)	0.1	$500k	+67%	3.4k	147.11	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$500k		3.9k	126.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.1	$497k		21k	23.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$493k		13k	38.86	View chart
McDonald's Corporation (MCD)	0.1	$493k	-5%	1.6k	310.72	View chart
Southern California Bancorp (BCAL)	0.1	$493k		28k	17.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$491k	-4%	3.9k	124.30	View chart
Cummins (CMI)	0.1	$490k		910.00	538.16	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$481k	-10%	12k	39.80	View chart
Marriott Intl Cl A (MAR)	0.1	$467k	-6%	1.4k	327.12	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$467k		9.6k	48.85	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$466k		10k	46.74	View chart
Lam Research Corp Com New (LRCX)	0.1	$458k	-8%	2.1k	213.68	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$455k	+2%	8.0k	57.20	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$450k	NEW	4.8k	94.37	View chart
Independence Realty Trust In (IRT)	0.1	$449k		30k	14.89	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.1	$443k	NEW	21k	21.45	View chart
Eli Lilly & Co. (LLY)	0.1	$440k		478.00	920.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$438k	-86%	10k	43.43	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$436k		21k	20.75	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$436k	-37%	6.1k	71.41	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$420k	NEW	9.0k	46.70	View chart
Abbott Laboratories (ABT)	0.1	$412k		4.0k	102.66	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$406k		3.9k	103.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$403k	NEW	10k	38.71	View chart
Bristol Myers Squibb (BMY)	0.1	$402k	-9%	6.6k	60.65	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$399k	NEW	7.5k	53.37	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$397k		4.1k	96.80	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$387k		8.3k	46.53	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$382k	NEW	4.0k	95.72	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$380k		4.2k	90.49	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$376k		1.2k	313.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$373k	NEW	9.7k	38.63	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$373k	NEW	22k	17.11	View chart
Lowe's Companies (LOW)	0.1	$371k		1.6k	236.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$369k		1.0k	356.51	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$368k	+9%	1.9k	191.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$360k		516.00	698.16	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$360k	NEW	16k	23.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$357k		12k	30.96	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$352k		12k	28.79	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$351k	+6%	7.4k	47.70	View chart
Keysight Technologies (KEYS)	0.1	$340k		1.2k	282.37	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$334k	NEW	12k	27.86	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$329k		17k	19.96	View chart
Coinbase Global Com Cl A (COIN)	0.1	$328k		1.9k	174.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$328k	-69%	3.0k	109.00	View chart
Oklo Com Cl A (OKLO)	0.1	$326k	NEW	6.6k	49.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$326k	+7%	11k	29.08	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$323k	NEW	7.0k	45.89	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$322k		3.7k	86.93	View chart
Qualcomm (QCOM)	0.1	$322k	+17%	2.5k	128.80	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$320k	-11%	2.7k	118.45	View chart
Intuit (INTU)	0.1	$317k		734.00	432.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$317k	NEW	7.9k	40.31	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$315k	-5%	3.4k	92.28	View chart
Innovator Etfs Trust Equity Dual Dire (DDFJ)	0.1	$311k	NEW	17k	18.76	View chart
Verizon Communications (VZ)	0.1	$304k		6.1k	50.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$301k	-96%	7.5k	39.94	View chart
Pfizer (PFE)	0.1	$298k		11k	28.08	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.1	$295k	NEW	8.3k	35.50	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$289k	+9%	787.00	367.28	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$284k	-64%	1.2k	234.03	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$284k	-5%	5.6k	50.95	View chart
Charles Schwab Corporation (SCHW)	0.1	$279k		3.0k	93.99	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.1	$273k		4.9k	55.71	View chart
Coreweave Com Cl A (CRWV)	0.1	$273k	NEW	3.5k	77.48	View chart
Realty Income (O)	0.1	$273k	-29%	4.5k	61.18	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$272k		11k	25.33	View chart
Procter & Gamble Company (PG)	0.1	$270k		1.9k	144.42	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$261k	-46%	5.3k	49.37	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$261k	NEW	6.4k	40.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$259k	NEW	6.0k	43.11	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$259k	NEW	3.6k	71.61	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$257k	-9%	3.5k	74.35	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$255k		25k	10.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$255k	-19%	8.8k	29.13	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$255k		4.9k	52.49	View chart
BP Sponsored Adr (BP)	0.1	$247k	NEW	5.3k	47.00	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$246k		2.1k	116.11	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$243k		9.8k	24.83	View chart
Innovator Etfs Trust Innovator Gw 100 (NJUN)	0.1	$242k		7.8k	31.28	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$242k	-3%	1.3k	189.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$242k		5.3k	45.47	View chart
General Dynamics Corporation (GD)	0.1	$237k		691.00	343.01	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$232k	-14%	4.0k	57.64	View chart
Intel Corporation (INTC)	0.0	$230k	NEW	5.2k	44.13	View chart
Coca-Cola Company (KO)	0.0	$229k		3.0k	76.05	View chart
Celcuity (CELC)	0.0	$228k	-19%	2.0k	114.14	View chart
Danaher Corporation (DHR)	0.0	$225k		1.2k	189.61	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$225k		3.6k	61.64	View chart
Agilent Technologies Inc C ommon (A)	0.0	$221k		1.9k	113.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$219k	-54%	510.00	430.29	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$216k	NEW	5.2k	41.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.0	$214k	-57%	7.2k	29.69	View chart
Johnson Controls Internation SHS (JCI)	0.0	$209k	NEW	1.6k	130.95	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$209k	NEW	3.7k	56.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$205k	NEW	5.3k	38.94	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$203k	NEW	3.8k	53.33	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$203k	+58%	58k	3.52	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$203k	NEW	2.4k	84.44	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$201k	-6%	836.00	239.87	View chart
Innovator Etfs Trust Equity Dual Dire (DDTJ)	0.0	$193k	NEW	10k	18.57	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$146k		13k	11.50	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$122k		21k	5.71	View chart
Denison Mines Corp (DNN)	0.0	$71k	-3%	20k	3.53	View chart

Past Filings by Keystone Wealth Services

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

Keystone Wealth Services 2026 Q1 filed May 13, 2026
Keystone Wealth Services 2025 Q4 filed Jan. 26, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z