Top 50 Keystone Wealth Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.74% | 41.1K | $26.9M | +0.41%(+166) | $460.77(+63.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.07% | 75.1K | $19.1M | -5.90%(-4.70K) | $171.07(+74.32%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.79% | 74.7K | $13.0M | -9.35%(-7.70K) | $105.88(+122.66%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.72% | 22.1K | $12.7M | -4.59%(-1.06K) | $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) | $449.75(+66.35%) | 2026-03-31 | |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 2.14% | 177.4K | $10.0M | new | $39.64(+50.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.01% | 25.4K | $9.4M | +1.78%(+444) | $328.54(+24.62%) | 2026-03-31 | |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 1.88% | 166.5K | $8.8M | new | $38.79(+43.26%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.84% | 41.6K | $8.6M | -1.86%(-788) | $149.07(+25.20%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.74% | 177.9K | $8.1M | -1.07%(-1.93K) | $44.80(+1.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.46% | +62.06% |
| Top 20 Holdings Unweighted | +16.20% | +56.91% |
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