Keystone Wealth Services, LLC Incresed Positions in Q4 2025

Keystone Wealth Services, LLC

  • $424 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
236K
+ 3126.77%
$38.66 - $39.15 $9.12M - $9.24M
243K $9.5M
QJUN
First Tr ETF
158K
+ 233.01%
$30.71 - $31.58 $4.84M - $4.98M
225K $7.03M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
65.2K
+ 889.55%
$43.01 - $44.1 $2.8M - $2.88M
72.5K $3.17M
AAPL
Apple Inc.

Technology
5.41K
+ 7.27%
$245.27 - $275.25 $1.33M - $1.49M
79.8K $21.3M
NVDA
Nvidia Corp

Technology
10.6K
+ 14.71%
$179.83 - $207.04 $1.9M - $2.19M
82.4K $15.4M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
31.9K
+ 184.83%
$41.81 - $42.69 $1.33M - $1.36M
49.2K $2.09M
AMD
Advanced Micro Devices Inc

Technology
398
+ 4.54%
$164.01 - $264.33 $65.3K - $105K
9.17K $2.21M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.63K
+ 216.37%
$110.25 - $112.92 $731K - $749K
9.7K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
+ 4.47%
$213.04 - $254.0 $228K - $272K
25K $5.87M
XLP
Consumer Staples Sector Spdr

ETFs
6.2K
+ 212.52%
N/A
9.11K $692K
MU
Micron Technology Inc

Technology
100
+ 2.87%
$181.6 - $253.3 $18.2K - $25.3K
3.59K $885K
XOM
Exxon Mobil Corp

Energy
97
+ 0.18%
$110.64 - $119.78 $10.7K - $11.6K
53.9K $6.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
421
+ 2.68%
$653.02 - $687.39 $275K - $289K
16.1K $10.7M
NJUL
Innovator Growth 100 Power Buf

Technology
3.71K
+ 60.82%
$70.4 - $72.25 $261K - $268K
9.81K $699K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
274
+ 2.17%
$600.51 - $631.95 $165K - $173K
12.9K $7.97M
IAU
Ishares Gold Trust

ETFs
1.59K
+ 7.67%
$72.65 - $82.5 $116K - $131K
22.4K $1.72M
EFV
Msci Eafe Value ETF

ETFs
2.33K
+ 27.2%
$66.73 - $70.99 $155K - $165K
10.9K $764K
GOOG
Alphabet Inc.

Communication Services
183
+ 6.39%
$237.49 - $291.74 $43.5K - $53.4K
3.05K $869K
QQQ
Invesco Qqq Trust, Series 1

ETFs
155
+ 0.67%
$589.5 - $635.77 $91.4K - $98.5K
23.1K $14M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.97K
+ 3.26%
$57.9 - $61.26 $114K - $120K
62.3K $3.74M
XLF
Financial Sector Spdr

ETFs
3.12K
+ 46.01%
$51.76 - $53.77 $162K - $168K
9.91K $519K
IFRA
Ishares Tr

ETFs
2.91K
+ 59.65%
$52.02 - $54.04 $151K - $157K
7.78K $405K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
284
+ 27.71%
$454.87 - $482.76 $129K - $137K
1.31K $617K
CVX
Chevron Corp

Energy
1.02K
+ 2.46%
$148.9 - $157.72 $152K - $161K
42.4K $6.57M
SHOP
Shopify Inc.

Technology
1.01K
+ 18.17%
$146.04 - $179.01 $147K - $180K
6.56K $957K
AMGN
Amgen Inc

Healthcare
4
+ 0.18%
$290.13 - $341.71 $1.16K - $1.37K
2.18K $743K
PLTR
Palantir Technologies Inc.

Technology
1.23K
+ 12.24%
$172.14 - $207.18 $211K - $254K
11.2K $1.96M
LLY
Eli Lilly & CO

Healthcare
5
+ 1.06%
$799.57 - $1025.28 $4K - $5.13K
477 $487K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.56K
+ 4.17%
$23.37 - $23.7 $130K - $132K
139K $3.25M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.5K
+ 12.57%
$46.57 - $47.16 $116K - $118K
22.4K $1.04M
CAT
Caterpillar Inc

Industrials
5
+ 0.34%
$480.82 - $585.49 $2.4K - $2.93K
1.48K $817K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
436
+ 13.57%
$243.46 - $255.19 $106K - $111K
3.65K $911K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.2K
+ 41.34%
$31.41 - $33.69 $100K - $108K
10.9K $352K
PH
Parker Hannifin Corp

Industrials
6
+ 0.48%
$716.66 - $857.93 $4.3K - $5.15K
1.26K $1.05M
IEMG
Ishares Inc

ETFs
1.8K
+ 6.44%
N/A
29.8K $1.6M
VIG
Vanguard Dividend Appreciation

ETFs
510
+ 2.38%
N/A
22K $4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.01K
+ 1.62%
$52.27 - $56.39 $105K - $113K
126K $6.73M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.1K
+ 2.09%
$44.38 - $44.96 $93.2K - $94.5K
103K $4.56M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.88K
+ 1.06%
$46.2 - $46.85 $87K - $88.3K
180K $8.32M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.43K
+ 3.75%
$59.91 - $60.13 $85.9K - $86.2K
39.7K $2.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
636
+ 1.95%
$118.29 - $126.28 $75.2K - $80.3K
33.3K $4.02M
AVGO
Broadcom Inc.

Technology
96
+ 2.34%
$324.63 - $385.98 $31.2K - $37.1K
4.2K $1.44M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.75K
+ 7.99%
$25.85 - $27.19 $71.2K - $74.9K
37.2K $987K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.51K
+ 2.99%
$45.63 - $46.44 $114K - $116K
86.3K $3.94M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.81K
+ 15.89%
$26.44 - $27.53 $74.4K - $77.5K
20.5K $559K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
4
+ 0.23%
$118.79 - $161.47 $475 - $646
1.75K $279K
IWD
Ishares Russell 1000 Val ETF

ETFs
309
+ 3.74%
$199.44 - $208.01 $61.6K - $64.3K
8.57K $1.76M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.34K
+ 6.12%
$49.78 - $50.16 $66.5K - $67K
23.2K $1.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
939
+ 5.0%
$74.09 - $75.1 $69.6K - $70.5K
19.7K $1.46M
Activity Summary
Buys All Purchases 144 New Holdings 27 Increased Positions 117 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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