Keystone Wealth Services, LLC Reduced Holdings in Q1 2025

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.49K
- 6.05%
$209.68 - $247.1 $942K - $1.11M
69.8K $15.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-290
- 0.57%
$554.06 - $615.85 $161K - $179K
50.9K $28.6M
MSFT
Microsoft Corp

Technology
-388
- 1.53%
$375.39 - $447.2 $146K - $174K
25K $9.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-114
- 0.52%
$468.34 - $539.52 $53.4K - $61.5K
22K $10.3M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-14.9K
- 18.49%
$42.86 - $45.92 $639K - $685K
65.8K $2.85M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-12.6K
- 21.33%
$44.96 - $47.9 $566K - $603K
46.5K $2.11M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-21.6K
- 35.91%
$28.27 - $29.28 $612K - $634K
38.6K $1.12M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-799
- 0.88%
$39.97 - $48.7 $31.9K - $38.9K
90.1K $3.6M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-4.65K
- 2.45%
$49.36 - $53.08 $230K - $247K
185K $9.22M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-18.8K
- 30.85%
$24.73 - $25.62 $466K - $483K
42.2K $1.08M
IYW
Ishares Dj Us Tech ETF

ETFs
-952
- 6.37%
$140.44 - $166.79 $134K - $159K
14K $1.97M
XLE
Energy Sector Spdr

ETFs
-4.46K
- 60.86%
$85.7 - $93.96 $383K - $419K
2.87K $265K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-4.02K
- 4.79%
$47.09 - $50.46 $189K - $203K
79.9K $3.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-355
- 1.17%
$168.16 - $186.21 $59.7K - $66.1K
30.1K $5.14M
TT
Trane Technologies PLC

Industrials
-145
- 2.26%
$332.0 - $400.86 $48.1K - $58.1K
6.27K $2.11M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-527
- 0.32%
$45.66 - $48.85 $24.1K - $25.7K
162K $7.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
-571
- 2.87%
$92.45 - $106.69 $52.8K - $60.9K
19.3K $1.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-90
- 2.01%
$360.07 - $417.26 $32.4K - $37.6K
4.39K $1.58M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-4.65K
- 19.85%
$37.69 - $39.76 $175K - $185K
18.8K $711K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.7K
- 5.1%
$46.06 - $49.24 $124K - $133K
50.3K $2.33M
IXN
Ishares Global Information Tec

ETFs
-1.05K
- 9.44%
$75.73 - $88.4 $79.2K - $92.5K
10K $759K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.87K
- 3.4%
$37.4 - $39.42 $107K - $113K
81.3K $3.06M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-782
- 16.35%
$217.62 - $242.36 $170K - $190K
4K $893K
AXP
American Express CO

Financial Services
-400
- 16.15%
$255.39 - $325.87 $102K - $130K
2.08K $558K
IWM
Ishares Russell 2000 ETF

ETFs
-142
- 2.07%
$198.1 - $229.79 $28.1K - $32.6K
6.71K $1.34M
COIN
Coinbase Global, Inc.

Technology
-166
- 9.26%
$172.23 - $301.3 $28.6K - $50K
1.63K $280K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-605
- 0.57%
$44.11 - $47.04 $26.7K - $28.5K
106K $4.74M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.74K
- 9.12%
$41.55 - $43.98 $114K - $121K
27.3K $1.14M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.17K
- 23.78%
$89.18 - $104.04 $104K - $122K
3.74K $342K
LLY
Eli Lilly & CO

Healthcare
-221
- 28.93%
$725.72 - $929.72 $160K - $205K
543 $448K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-978
- 4.13%
$45.72 - $51.73 $44.7K - $50.6K
22.7K $1.04M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.73K
- 5.16%
$44.72 - $46.25 $212K - $219K
86.9K $4.01M
LMT
Lockheed Martin Corp

Industrials
-191
- 15.97%
$423.19 - $506.29 $80.8K - $96.7K
1.01K $448K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-1.05K
- 1.16%
$26.45 - $28.62 $27.7K - $30K
89.6K $2.37M
COST
Costco Wholesale Corp

Consumer Defensive
-442
- 4.4%
$890.62 - $1076.86 $394K - $476K
9.61K $9.09M
SPMD
Spdr Portfolio

ETFs
-324
- 1.15%
$50.21 - $57.73 $16.3K - $18.7K
27.8K $1.42M
XLU
Utilities Sector Spdr

ETFs
-1.68K
- 22.1%
$74.7 - $80.27 $125K - $135K
5.91K $460K
QJUN
First Tr ETF
-106
- 0.16%
$26.45 - $29.15 $2.8K - $3.09K
67.2K $1.78M
HD
Home Depot, Inc.

Consumer Cyclical
-137
- 5.45%
$347.25 - $424.87 $47.6K - $58.2K
2.38K $870K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-231
- 2.26%
$80.73 - $94.96 $18.6K - $21.9K
9.97K $819K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.82K
- 5.34%
$27.95 - $30.87 $50.9K - $56.2K
32.3K $913K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.77K
- 22.17%
$30.73 - $32.26 $85K - $89.3K
9.72K $298K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-903
- 7.39%
$83.18 - $89.27 $75.1K - $80.6K
11.3K $946K
CMI
Cummins Inc

Industrials
-156
- 14.46%
$312.92 - $386.07 $48.8K - $60.2K
923 $289K
LOW
Lowes Companies Inc

Consumer Cyclical
-268
- 16.22%
$222.66 - $268.42 $59.7K - $71.9K
1.38K $322K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1.67K
- 5.22%
$40.29 - $42.24 $67.2K - $70.4K
30.3K $1.24M
GBIL
Goldman Sachs Access Treasury

ETFs
-814
- 14.94%
$99.85 - $100.19 $81.3K - $81.6K
4.63K $464K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-297
- 7.0%
$102.49 - $119.96 $30.4K - $35.6K
3.94K $412K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-189
- 2.52%
$120.29 - $134.6 $22.7K - $25.4K
7.32K $893K
Activity Summary
Buys All Purchases 102 New Holdings 16 Increased Positions 86 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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