Keystone Wealth Services, LLC Incresed Positions in Q3 2025

Keystone Wealth Services, LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
40K
+ 2819.53%
$145.57 - $161.83 $5.82M - $6.47M
41.4K $6.43M
AAPL
Apple Inc.

Technology
515
+ 0.7%
$202.38 - $256.87 $104K - $132K
74.4K $18.9M
FQAL
Fidelity Covington Tr Quality

ETFs
45.1K
+ 804.66%
$69.69 - $74.72 $3.14M - $3.37M
50.7K $3.78M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
58.4K
+ 230.58%
$44.82 - $46.28 $2.62M - $2.7M
83.8K $3.86M
NVDA
Nvidia Corp

Technology
3.25K
+ 4.73%
$153.3 - $186.58 $498K - $606K
71.8K $13.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.83K
+ 8.68%
$546.99 - $602.2 $1M - $1.1M
23K $13.8M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
29.4K
+ 31.19%
$47.75 - $54.24 $1.41M - $1.6M
124K $6.64M
FNDF
Schwab Fundamental Intl Large

ETFs
45.1K
+ 193.04%
$39.84 - $43.15 $1.8M - $1.95M
68.4K $2.94M
IVW
Ishares S&P 500 Growth ETF

ETFs
15K
+ 85.32%
$108.97 - $121.65 $1.64M - $1.83M
32.6K $3.94M
PLTR
Palantir Technologies Inc.

Technology
4.79K
+ 91.86%
$130.68 - $186.97 $626K - $896K
10K $1.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
382
+ 2.49%
$617.65 - $666.84 $236K - $255K
15.7K $10.5M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
18.2K
+ 22.14%
$43.36 - $44.8 $790K - $817K
101K $4.47M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 23.47%
$225.11 - $247.9 $511K - $563K
11.9K $2.95M
EMB
Ishares Tr

ETFs
7.58K
+ 106.51%
$91.52 - $95.59 $694K - $725K
14.7K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
256
+ 2.07%
$567.77 - $614.76 $145K - $157K
12.6K $7.73M
VIG
Vanguard Dividend Appreciation

ETFs
3.42K
+ 18.98%
N/A
21.5K $3.91M
MSFT
Microsoft Corp

Technology
146
+ 0.59%
$491.09 - $535.64 $71.7K - $78.2K
24.9K $12.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.6K
+ 14.37%
$31.79 - $33.42 $369K - $388K
92.5K $3.09M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.41K
+ 39.01%
$96.22 - $98.19 $425K - $433K
15.7K $1.54M
GOOGL
Alphabet Inc.

Communication Services
39
+ 0.61%
$174.36 - $254.72 $6.8K - $9.93K
6.45K $1.57M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.68K
+ 4.65%
$54.35 - $59.32 $146K - $159K
60.4K $3.57M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.37K
+ 3.71%
$45.26 - $46.63 $288K - $297K
178K $8.23M
JPM
Jpmorgan Chase & CO

Financial Services
433
+ 4.8%
$282.78 - $316.06 $122K - $137K
9.46K $2.98M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.8K
+ 40.51%
$33.07 - $34.84 $291K - $306K
30.5K $1.06M
NET
Cloudflare, Inc.

Technology
700
+ 6.91%
$181.39 - $228.28 $127K - $160K
10.8K $2.32M
EFG
Msci Eafe Growth ETF

ETFs
2.54K
+ 17.41%
$106.99 - $114.46 $272K - $291K
17.1K $1.95M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.94K
+ 17.1%
$89.29 - $100.17 $173K - $194K
13.3K $1.33M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.49K
+ 4.78%
$49.0 - $51.91 $122K - $129K
54.6K $2.84M
XOM
Exxon Mobil Corp

Energy
66
+ 0.12%
$105.83 - $117.22 $6.98K - $7.74K
53.8K $6.07M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
951
+ 42.06%
$236.6 - $253.9 $225K - $241K
3.21K $805K
AMD
Advanced Micro Devices Inc

Technology
467
+ 5.62%
$134.8 - $184.42 $63K - $86.1K
8.77K $1.42M
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
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
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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