Keystone Wealth Services, LLC Purchases in Q4 2024

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
1.41K
+ 23.73%
$83.32 - $97.27 $117K - $137K
7.34K $628K
NFLX
Netflix Inc

Communication Services
26
+ 6.09%
$687.65 - $936.56 $17.9K - $24.4K
453 $403K
GOOG
Alphabet Inc.

Communication Services
159
+ 6.05%
$163.08 - $198.16 $25.9K - $31.5K
2.79K $530K
XLU
Utilities Sector Spdr

ETFs
1.56K
+ 25.96%
$74.89 - $82.93 $117K - $130K
7.58K $574K
AXP
American Express CO

Financial Services
76
+ 3.17%
$267.35 - $305.57 $20.3K - $23.2K
2.48K $735K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.09K
+ 10.2%
$61.68 - $67.87 $67.4K - $74.2K
11.8K $735K
SPMD
Spdr Portfolio

ETFs
1.23K
+ 4.56%
$54.13 - $59.56 $66.5K - $73.1K
28.2K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
143
+ 4.41%
$280.04 - $302.45 $40K - $43.3K
3.39K $981K
META
Meta Platforms, Inc.

Communication Services
37
+ 1.71%
$554.08 - $632.68 $20.5K - $23.4K
2.2K $1.3M
LMT
Lockheed Martin Corp

Industrials
302
+ 33.78%
$479.66 - $614.62 $145K - $186K
1.2K $581K
BMY
Bristol Myers Squibb CO

Healthcare
260
+ 4.19%
$51.92 - $59.94 $13.5K - $15.6K
6.46K $365K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.14%
$246.06 - $292.59 $492 - $585
1.47K $409K
IXN
Ishares Global Information Tec

ETFs
132
+ 1.21%
$80.67 - $87.84 $10.6K - $11.6K
11.1K $939K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.08%
$378.79 - $428.11 $379 - $428
1.32K $540K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
666
+ 6.98%
$89.9 - $100.66 $59.9K - $67K
10.2K $921K
MO
Altria Group, Inc.

Consumer Defensive
307
+ 2.59%
$49.06 - $57.74 $15.1K - $17.7K
12.1K $634K
CMI
Cummins Inc

Industrials
4
+ 0.37%
$324.93 - $383.42 $1.3K - $1.53K
1.08K $376K
RDVY
First Trust Rising Dividend Ac

ETFs
429
+ 8.65%
$58.65 - $64.37 $25.2K - $27.6K
5.39K $318K
CAH
Cardinal Health Inc

Healthcare
8
+ 0.27%
$107.89 - $125.33 $863 - $1K
2.98K $352K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.2K
+ 228.5%
$26.93 - $84.95 $276K - $870K
14.7K $402K
GLD
Spdr Gold Trust

ETFs
98
+ 10.69%
$236.59 - $257.5 $23.2K - $25.2K
1.02K $245K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
252
+ 6.32%
$113.92 - $127.38 $28.7K - $32.1K
4.24K $488K
CCJ
Cameco Corp

Energy
56
+ 1.05%
$48.64 - $61.14 $2.72K - $3.42K
5.39K $276K
IWP
Ishares Russell Mid Cap Growth

ETFs
21
+ 1.08%
$116.4 - $138.52 $2.44K - $2.91K
1.96K $248K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.3K
+ 200.41%
$22.4 - $68.28 $521K - $1.59M
34.9K $807K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.19%
$571.78 - $647.97 $572 - $648
527 $327K
IWM
Ishares Russell 2000 ETF

ETFs
67
+ 0.99%
$216.13 - $242.4 $14.5K - $16.2K
6.85K $1.51M
BP
Bp PLC

Energy
848
+ 12.02%
$28.16 - $33.14 $23.9K - $28.1K
7.9K $233K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.1%
$311.11 - $335.64 $311 - $336
1.05K $336K
POCT
Innovator U.S. Equity Power Bu

ETFs
129
+ 2.46%
$38.63 - $40.03 $4.98K - $5.16K
5.37K $212K
PH
Parker Hannifin Corp

Industrials
3
+ 0.24%
$621.74 - $709.46 $1.87K - $2.13K
1.25K $794K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.6K
+ 99.86%
$25.33 - $51.16 $142K - $286K
11.2K $289K
First Tr Exchng Traded Fd Vi
5.16K
+ 78.74%
N/A
11.7K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.79K
+ 200.13%
$27.54 - $83.04 $214K - $647K
11.7K $323K
Vanguard Calif Tax Free Fds
225
+ 6.37%
N/A
3.76K $0
First Tr Exchng Traded Fd Vi
77
+ 1.12%
N/A
6.94K $0
JGRO
J P Morgan Exchange Traded Fd
16K
+ 270.47%
N/A
21.9K $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
78
+ 2.21%
$94.77 - $97.36 $7.39K - $7.59K
3.6K $344K
Schwab Strategic Tr
20.4K
New
N/A
20.4K $0
Capital Group Core Balanced
8.66K
+ 38.74%
N/A
31K $0
CORP
Pimco Investment Grade Corp Bd

ETFs
154
+ 3.8%
$95.1 - $99.41 $14.6K - $15.3K
4.2K $399K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
102
+ 0.95%
$49.79 - $51.14 $5.08K - $5.22K
10.8K $543K
MGV
Vanguard Mega Cap Value

ETFs
2
+ 0.11%
$124.06 - $133.48 $248 - $267
1.81K $226K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.04%
$118.38 - $133.06 $355 - $399
7.61K $915K
PG
Procter & Gamble CO

Consumer Defensive
38
+ 1.52%
$161.05 - $179.7 $6.12K - $6.83K
2.53K $424K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1
+ 0.01%
$114.77 - $127.28 $115 - $127
8.47K $980K
HFRO
Highland Income Fund\Ma

Financial Services
391
+ 2.07%
$5.16 - $6.21 $2.02K - $2.43K
19.3K $100K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
458
+ 1.03%
$23.29 - $23.93 $10.7K - $11K
45K $1.06M
VLUE
Ishares Msci Usa Value Factor

ETFs
2
+ 0.04%
$104.01 - $115.38 $208 - $231
5.47K $577K
Activity Summary
Buys All Purchases 111 New Holdings 14 Increased Positions 97 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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