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Keystone Wealth Services, LLC

Portfolio Manager
Keystone Wealth Services, LLC
Performance
+1.43% (2025 Q4)
AUM (13F)
$467.69M
# of Holdings
293
Performance Rank
Allocation (Top 20)
40.6%

Keystone Wealth Services, LLC Holdings Map

Top 50 Keystone Wealth Services, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
5.74%41.1K$26.9M
+0.41%(+166)
2025-Q1: 50.9K shares2025-Q2: 52.2K shares2025-Q3: 41.5K shares2025-Q4: 40.9K shares2026-Q1: 41.1K shares
$460.77(+63.11%)
2026-03-31
AAPL
APPLE INC
4.07%75.1K$19.1M
-5.90%(-4.70K)
2025-Q1: 69.8K shares2025-Q2: 73.9K shares2025-Q3: 74.4K shares2025-Q4: 79.8K shares2026-Q1: 75.1K shares
$171.07(+74.32%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.79%74.7K$13.0M
-9.35%(-7.70K)
2025-Q1: 70.5K shares2025-Q2: 68.6K shares2025-Q3: 71.8K shares2025-Q4: 82.4K shares2026-Q1: 74.7K shares
$105.88(+122.66%)
2026-03-31
QQQ
INVESCO QQQ TR
2.72%22.1K$12.7M
-4.59%(-1.06K)
2025-Q1: 22.0K shares2025-Q2: 21.1K shares2025-Q3: 23.0K shares2025-Q4: 23.1K shares2026-Q1: 22.1K shares
$414.60(+73.61%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.23%16.0K$10.4M
-0.70%(-113)
2025-Q1: 16.1K shares2025-Q2: 15.3K shares2025-Q3: 15.7K shares2025-Q4: 16.1K shares2026-Q1: 16.0K shares
$449.75(+66.35%)
2026-03-31
FJUN
FIRST TR EXCHNG TRADED FD VI
2.14%177.4K$10.0Mnew2025-Q1: 184.9K shares2025-Q2: 204.4K shares2025-Q3: 203.4K shares2025-Q4: 0 shares2026-Q1: 177.4K shares
$39.64(+50.11%)
2026-03-31
MSFT
MICROSOFT CORP
2.01%25.4K$9.4M
+1.78%(+444)
2025-Q1: 25.0K shares2025-Q2: 24.8K shares2025-Q3: 24.9K shares2025-Q4: 25.0K shares2026-Q1: 25.4K shares
$328.54(+24.62%)
2026-03-31
FMAY
FIRST TR EXCHNG TRADED FD VI
1.88%166.5K$8.8Mnew2025-Q1: 162.0K shares2025-Q2: 178.5K shares2025-Q3: 177.8K shares2025-Q4: 0 shares2026-Q1: 166.5K shares
$38.79(+43.26%)
2026-03-31
CVX
CHEVRON CORPORATION
1.84%41.6K$8.6M
-1.86%(-788)
2025-Q1: 1.4K shares2025-Q2: 1.4K shares2025-Q3: 41.4K shares2025-Q4: 42.4K shares2026-Q1: 41.6K shares
$149.07(+25.20%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
1.74%177.9K$8.1M
-1.07%(-1.93K)
2025-Q1: 171.5K shares2025-Q2: 171.6K shares2025-Q3: 177.9K shares2025-Q4: 179.8K shares2026-Q1: 177.9K shares
$44.80(+1.56%)
2026-03-31

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