Keystone Wealth Services, LLC Purchases in Q3 2025

Keystone Wealth Services, LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
55
+ 1.36%
$264.74 - $369.57 $14.6K - $20.3K
4.11K $1.35M
CCJ
Cameco Corp

Energy
1.68K
+ 17.02%
$70.47 - $86.89 $119K - $146K
11.6K $970K
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 4.57%
$211.65 - $238.24 $221K - $249K
23.9K $5.26M
IAU
Ishares Gold Trust

ETFs
147
+ 0.71%
$61.62 - $72.77 $9.06K - $10.7K
20.8K $1.51M
BP
Bp PLC

Energy
6.39K
New
$30.25 - $35.69 $193K - $228K
6.39K $220K
LIT
Global X Fds Global X Lithium

ETFs
3.83K
New
$38.41 - $56.85 $147K - $218K
3.83K $217K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
4.9K
New
$35.24 - $44.04 $173K - $216K
4.9K $213K
SKYY
First Trust Cloud Computing Et

ETFs
1.58K
New
$118.24 - $138.53 $186K - $218K
1.58K $211K
HDV
Ishares Core High Dividend ETF

ETFs
1.71K
New
$118.16 - $123.66 $203K - $212K
1.71K $209K
KEYS
Keysight Technologies, Inc.

Technology
1.2K
New
$158.51 - $178.15 $190K - $214K
1.2K $209K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.75K
New
$109.55 - $124.15 $191K - $217K
1.75K $204K
FDMO
Fidelity Covington Tr Momentum

ETFs
1.99K
+ 41.76%
$75.0 - $83.29 $149K - $166K
6.76K $562K
GOOG
Alphabet Inc.

Communication Services
49
+ 1.74%
$175.16 - $255.24 $8.58K - $12.5K
2.86K $697K
SHOP
Shopify Inc.

Technology
9
+ 0.16%
$112.11 - $157.12 $1.01K - $1.41K
5.55K $824K
HD
Home Depot, Inc.

Consumer Cyclical
156
+ 6.17%
$357.4 - $423.42 $55.8K - $66.1K
2.69K $1.09M
EFV
Msci Eafe Value ETF

ETFs
1.86K
+ 27.83%
$62.79 - $68.42 $117K - $127K
8.55K $579K
RTX
Raytheon Technologies Corp

Industrials
743
+ 51.74%
$144.19 - $167.33 $107K - $124K
2.18K $364K
O
Realty Income Corp

Real Estate
2.28K
+ 58.26%
$56.13 - $60.79 $128K - $139K
6.2K $376K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.41K
+ 6.72%
$59.81 - $60.11 $144K - $145K
38.2K $2.29M
COIN
Coinbase Global, Inc.

Technology
486
+ 25.09%
$297.99 - $419.78 $145K - $204K
2.42K $817K
ORCL
Oracle Corp

Technology
40
+ 2.0%
$218.96 - $328.33 $8.76K - $13.1K
2.04K $574K
MO
Altria Group, Inc.

Consumer Defensive
457
+ 3.48%
$57.75 - $67.68 $26.4K - $30.9K
13.6K $898K
QJUN
First Tr ETF
596
+ 0.89%
$29.51 - $31.11 $17.6K - $18.5K
67.7K $2.11M
DAL
Delta Air Lines, Inc.

Industrials
476
+ 5.49%
$49.0 - $61.97 $23.3K - $29.5K
9.15K $519K
ITOT
Ishares Core S&P Total U.S. St

ETFs
101
+ 1.38%
$135.0 - $146.02 $13.6K - $14.7K
7.43K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.04%
$459.11 - $506.91 $918 - $1.01K
5.21K $2.62M
VUG
Vanguard Growth ETF

ETFs
41
+ 2.62%
$433.97 - $484.08 $17.8K - $19.8K
1.61K $770K
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.13%
$192.76 - $203.86 $2.12K - $2.24K
8.26K $1.68M
PH
Parker Hannifin Corp

Industrials
2
+ 0.16%
$697.13 - $769.67 $1.39K - $1.54K
1.26K $952K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.39K
+ 14.59%
$21.69 - $23.34 $51.9K - $55.9K
18.8K $437K
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 0.05%
$111.55 - $125.05 $335 - $375
5.48K $685K
GLD
Spdr Gold Trust

ETFs
4
+ 0.33%
$300.96 - $355.47 $1.2K - $1.42K
1.23K $436K
PEP
Pepsico Inc

Consumer Defensive
332
+ 17.32%
$133.81 - $152.16 $44.4K - $50.5K
2.25K $315K
PJUL
Innovator U.S. Equity Power Bu

ETFs
72
+ 0.22%
$43.83 - $45.64 $3.16K - $3.29K
32.4K $1.48M
VO
Vanguard Mid Cap ETF

ETFs
35
+ 0.97%
$279.83 - $293.74 $9.79K - $10.3K
3.66K $1.08M
RDVY
First Trust Rising Dividend Ac

ETFs
28
+ 0.25%
$62.38 - $67.29 $1.75K - $1.88K
11.2K $754K
META
Meta Platforms, Inc.

Communication Services
83
+ 3.75%
$695.21 - $791.73 $57.7K - $65.7K
2.3K $1.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
140
+ 1.18%
$62.09 - $66.51 $8.69K - $9.31K
12K $784K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
68
+ 1.72%
$108.46 - $120.63 $7.38K - $8.2K
4.02K $477K
BMY
Bristol Myers Squibb CO

Healthcare
1.11K
+ 17.49%
$43.31 - $48.98 $48.1K - $54.4K
7.46K $336K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.2%
$656.44 - $753.15 $656 - $753
495 $369K
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.55%
$94.4 - $104.27 $3.21K - $3.55K
6.17K $635K
PJAN
Innovator U.S. Equity Power Bu

ETFs
71
+ 0.42%
$43.95 - $45.8 $3.12K - $3.25K
17.1K $784K
SCHG
Schwab Strategic Tr Us Large C

ETFs
373
+ 5.07%
$28.92 - $32.19 $10.8K - $12K
7.73K $246K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
134
+ 0.91%
$92.18 - $95.14 $12.4K - $12.7K
14.8K $1.41M
BND
Vanguard Bd Index Fd Inc Total

ETFs
183
+ 0.98%
$72.57 - $74.72 $13.3K - $13.7K
18.8K $1.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.1%
$339.37 - $366.46 $339 - $366
1.05K $383K
HFRO
Highland Income Fund\Ma

Financial Services
398
+ 1.98%
$5.03 - $6.83 $2K - $2.72K
20.5K $130K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
321
+ 0.94%
$28.77 - $29.79 $9.24K - $9.56K
34.4K $1.02M
Activity Summary
Buys All Purchases 130 New Holdings 31 Increased Positions 99 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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