Keystone Wealth Services, LLC New Holdings in Q4 2025

Keystone Wealth Services, LLC

  • $424 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
184K
New
$268.5 - $294.46 $49.3M - $54.1M
184K $50.4M
FAD
First Tr Multi Cap Growth Alph

ETFs
53.8K
New
$156.52 - $166.16 $8.42M - $8.94M
53.8K $8.43M
FNDC
Schwab Fundamental Intl Small

ETFs
70.3K
New
$43.41 - $45.12 $3.05M - $3.17M
70.3K $3.13M
IBB
Ishares Biotechnology ETF

ETFs
4.82K
New
$148.51 - $164.96 $716K - $796K
4.82K $791K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
23K
New
$27.49 - $28.33 $631K - $651K
23K $645K
FDL
First Tr Morningstar Dividend

ETFs
14.8K
New
$42.27 - $43.9 $625K - $649K
14.8K $645K
FPE
First Tr Pfd Secs & Income ETF

ETFs
31.3K
New
$18.14 - $18.51 $568K - $580K
31.3K $573K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
14.6K
New
$35.72 - $36.15 $520K - $526K
14.6K $524K
IVE
Ishares S&P 500 Value ETF

ETFs
2.2K
New
$202.52 - $212.07 $445K - $465K
2.2K $460K
XLE
Energy Sector Spdr

ETFs
4.96K
New
$85.22 - $92.02 $423K - $456K
4.96K $456K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
15.4K
New
$25.25 - $25.65 $390K - $396K
15.4K $394K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.67K
New
$50.57 - $50.77 $236K - $237K
4.67K $236K
CELC
Celcuity Inc.

Healthcare
2.48K
New
$45.22 - $92.44 $112K - $229K
2.48K $228K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
898
New
$245.79 - $258.02 $221K - $232K
898 $220K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
36.3K
New
$5.66 - $8.91 $205K - $323K
36.3K $219K
KO
Coca Cola CO

Consumer Defensive
3.04K
New
$66.1 - $71.61 $201K - $218K
3.04K $215K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.74K
New
$116.0 - $122.39 $202K - $213K
1.74K $207K
OEF
Ishares S&P 100 ETF

ETFs
657
New
N/A
657 $174K
KJUL
Innovator U.S. Small Cap Power

Technology
5.17K
New
$30.72 - $31.39 $159K - $162K
5.17K $159K
DNN
Denison Mines Corp.

Energy
20.7K
New
$2.48 - $3.22 $51.4K - $66.7K
20.7K $51K
Innovator Etfs Trust
20.7K
New
N/A
20.7K $0
First Tr Exchng Traded Fd Vi
1.05M
New
N/A
1.05M $0
Select Sector Spdr Tr
9.5K
New
N/A
9.5K $0
Innovator Etfs Trust
13K
New
N/A
13K $0
Vanguard Malvern Fds
3.43K
New
N/A
3.43K $0
First Tr Exchng Traded Fd Vi
136K
New
N/A
136K $0
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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