Keystone Wealth Services, LLC Reduced Holdings in Q3 2025

Keystone Wealth Services, LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-10.7K
- 20.55%
$620.67 - $670.08 $6.66M - $7.19M
41.5K $27.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-66.7K
- 77.04%
$45.6 - $46.92 $3.04M - $3.13M
19.9K $928K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-14.6K
- 48.4%
$182.33 - $194.5 $2.66M - $2.84M
15.6K $3.03M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-50.5K
- 69.85%
$49.05 - $49.99 $2.48M - $2.53M
21.8K $1.09M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-13.3K
- 81.24%
$107.66 - $112.36 $1.43M - $1.49M
3.07K $341K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.6K
- 63.07%
$91.44 - $91.77 $970K - $973K
6.21K $569K
XLU
Utilities Sector Spdr

ETFs
-8.27K
- 64.28%
$81.14 - $87.32 $671K - $722K
4.6K $400K
XLF
Financial Sector Spdr

ETFs
-12.6K
- 64.97%
$51.37 - $54.25 $647K - $683K
6.79K $365K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.99K
- 75.81%
$216.09 - $242.18 $645K - $723K
953 $228K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-2.68K
- 25.39%
$139.82 - $155.45 $375K - $417K
7.89K $1.23M
PM
Philip Morris International Inc.

Consumer Defensive
-175
- 2.31%
$157.77 - $183.27 $27.6K - $32.1K
7.39K $1.2M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.72K
- 31.48%
$99.82 - $100.23 $172K - $173K
3.75K $376K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-4.38K
- 22.85%
$37.4 - $39.31 $164K - $172K
14.8K $580K
SBUX
Starbucks Corp

Consumer Cyclical
-147
- 0.91%
$81.9 - $96.86 $12K - $14.2K
16K $1.36M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-6.5K
- 5.14%
$44.81 - $46.39 $291K - $302K
120K $5.57M
NFLX
Netflix Inc

Communication Services
-7
- 1.32%
$1147.87 - $1297.18 $8.04K - $9.08K
524 $628K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-3.38K
- 7.34%
$42.21 - $43.91 $142K - $148K
42.6K $1.87M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-870
- 25.09%
$98.53 - $107.1 $85.7K - $93.2K
2.6K $272K
PG
Procter & Gamble CO

Consumer Defensive
-334
- 14.98%
$150.47 - $161.22 $50.3K - $53.8K
1.9K $291K
LNW
Light & Wonder, Inc.

Consumer Cyclical
-150
- 4.4%
$77.87 - $101.11 $11.7K - $15.2K
3.26K $273K
LLY
Eli Lilly & CO

Healthcare
-49
- 9.4%
$625.65 - $812.69 $30.7K - $39.8K
472 $360K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.49K
- 11.62%
$25.24 - $25.56 $37.6K - $38K
11.3K $288K
BALT
Innovator Etfs Tr
-1.52K
- 8.16%
$32.11 - $32.82 $48.8K - $49.9K
17.1K $561K
IR
Ingersoll Rand Inc.

Industrials
-316
- 3.51%
$74.98 - $89.02 $23.7K - $28.1K
8.7K $718K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-1.5K
- 7.99%
$40.28 - $42.14 $60.4K - $63.2K
17.3K $727K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-30
- 0.63%
$60.9 - $70.75 $1.83K - $2.12K
4.7K $293K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-387
- 5.57%
$50.82 - $51.09 $19.7K - $19.8K
6.57K $335K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-3.83K
- 5.74%
$46.61 - $49.24 $179K - $189K
62.8K $3.09M
AMGN
Amgen Inc

Healthcare
-83
- 3.68%
$271.18 - $309.22 $22.5K - $25.7K
2.17K $612K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-736
- 2.08%
$23.54 - $23.97 $17.3K - $17.6K
34.6K $827K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.31K
- 5.36%
$37.99 - $39.69 $49.9K - $52.1K
23.2K $919K
AXP
American Express CO

Financial Services
-114
- 5.48%
$294.27 - $342.31 $33.5K - $39K
1.97K $653K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-4.69K
- 5.72%
$51.7 - $54.73 $243K - $257K
77.4K $4.24M
MGM
Mgm Resorts International

Consumer Cyclical
-345
- 3.88%
$34.18 - $39.77 $11.8K - $13.7K
8.55K $296K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-149
- 2.26%
$70.85 - $76.96 $10.6K - $11.5K
6.43K $488K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-4.01K
- 4.93%
$40.45 - $42.49 $162K - $170K
77.2K $3.28M
POCT
Innovator U.S. Equity Power Bu

ETFs
-426
- 6.39%
$41.27 - $43.1 $17.6K - $18.4K
6.24K $269K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-308
- 6.37%
$190.8 - $204.83 $58.8K - $63.1K
4.53K $924K
PFF
Ishares Trust Ishares Pfd And

ETFs
-409
- 4.36%
$30.67 - $32.13 $12.5K - $13.1K
8.98K $283K
NOCT
Innovator Growth 100 Power Buf

ETFs
-200
- 5.12%
$54.27 - $56.81 $10.9K - $11.4K
3.71K $210K
SCHW
Schwab Charles Corp

Financial Services
-194
- 5.6%
$91.03 - $98.69 $17.7K - $19.1K
3.27K $312K
UNH
Unitedhealth Group Inc

Healthcare
-76
- 10.4%
$237.77 - $353.61 $18.1K - $26.9K
655 $226K
EPD
Enterprise Products Partners L.P.

Energy
-155
- 1.15%
$30.74 - $32.14 $4.76K - $4.98K
13.3K $417K
SFLR
Innovator Etfs Tr Equity Manag
-1.51K
- 12.83%
N/A
10.2K $0
Fidelity Covington Trust
-1.22K
- 7.08%
N/A
16K $0
First Tr Exchng Traded Fd Vi
-178
- 1.68%
N/A
10.4K $0
First Tr Exchng Traded Fd Vi
-1.04K
- 6.55%
N/A
14.9K $0
First Tr Exchng Traded Fd Vi
-3.1K
- 24.29%
N/A
9.66K $0
First Tr Exchng Traded Fd Vi
-1.25K
- 3.25%
N/A
37.2K $0
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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