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CIK: 0001866189
Total reported value
$538.6M
$538.6M
257 檔
14.9%
As reported in its official Q4 2024 Form 13F filing, Keystone Wealth Services, LLC's tracked investment portfolio stood at $538.6M with 257 total positions.
During Q4 2024, Keystone Wealth Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, QQQ) accounted for 14.9% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.98% | +0.01% | -9.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.92% | -0.02% | -0.46% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.99% | +0.36% | +15.37% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.16% | +4.10% | |
| 5 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 2.58% | -0.18% | -1.48% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.48% | -0.07% | +3.00% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.44% | -0.32% | +10.68% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.05% | +9.87% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.08% | -0.20% | -7.69% | |
| 10 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 2.04% | -0.15% | -1.07% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.08% | +25.04% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.49% | -0.14% | |
| 13 | COP | Conocophillips | Stock-Energy | 1.44% | -0.49% | +4.49% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.44% | -0.02% | +33.41% | |
| 15 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.33% | -0.05% | — | |
| 16 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.29% | -0.05% | -0.48% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.06% | +4.88% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.19% | — | -6.02% | |
| 19 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.11% | +0.30% | +13.30% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.10% | -0.06% | -2.19% | |
| 21 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 1.09% | -0.10% | -1.81% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.03% | -0.01% | +29.04% | |
| 23 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.95% | -0.06% | +10.26% | |
| 24 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.95% | -0.04% | -0.44% | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.94% | -0.08% | +91.05% | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.87% | -0.03% | +7.19% | |
| 27 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.86% | -0.07% | -7.39% | |
| 28 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.79% | -0.07% | -4.66% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.78% | +0.05% | — | |
| 30 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.73% | -0.04% | -5.00% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.02% | +2.42% | |
| 32 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.67% | -0.04% | +3.31% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.67% | -0.06% | -0.00% | |
| 34 | QSPT | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.66% | -0.01% | — | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | +0.10% | +0.01% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.05% | -0.65% | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.63% | +0.01% | — | |
| 38 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.61% | -0.01% | -2.64% | |
| 39 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.61% | -0.04% | -0.50% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.10% | +4.53% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.06% | -7.27% | |
| 42 | PSX | Phillips 66 | Stock-Energy | 0.50% | -0.12% | -3.47% | |
| 43 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.03% | -0.45% | |
| 44 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.50% | -0.01% | -0.08% | |
| 45 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.05% | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | — | +3.39% | |
| 47 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.47% | -0.05% | +270.47% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.46% | -0.01% | +18.60% | |
| 49 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.46% | -0.03% | -6.33% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.46% | -0.07% | -6.16% |
According to official SEC Form 13F filings, Keystone Wealth Services, LLC reported a total U.S. public equity portfolio value of $538.6M across 257 disclosed positions in Q4 2024.
During Q4 2024, Keystone Wealth Services, LLC's top holdings by market value included IVV (8.0%)、AAPL (4.9%)、QQQ (3.0%). The largest single position, IVV, represented 8.0% of total portfolio value.
In Q4 2024, Keystone Wealth Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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