Keystone Wealth Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KW Keystone Wealth Services, LLC | Institutional Filer | ▼ 1.45% | $467.7M | 293 |
Current Portfolio Holdings
Showing all 293 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 41K | $26.9M | 5.74% |
| 2 | AAPL | Apple Inc. | Technology | 75K | $19.1M | 4.07% |
| 3 | NVDA | NVIDIA Corporation | Technology | 75K | $13.0M | 2.79% |
| 4 | QQQ | Invesco QQQ Trust | — | 22K | $12.7M | 2.72% |
| 5 | SPY | SPDR S&P 500 ETF Trust | — | 16K | $10.4M | 2.23% |
| 6 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 177K | $10.0M | 2.14% |
| 7 | MSFT | Microsoft Corporation | Technology | 25K | $9.4M | 2.01% |
| 8 | FMAY | FIRST TR EXCHNG TRADED FD VI | — | 167K | $8.8M | 1.88% |
| 9 | CVX | Chevron Corporation | Energy | 42K | $8.6M | 1.84% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | — | 178K | $8.1M | 1.74% |
| 11 | COST | Costco Wholesale Corporation | Consumer Defensive | 8K | $7.7M | 1.65% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 45K | $7.6M | 1.63% |
| 13 | VOO | VANGUARD INDEX FDS | — | 13K | $7.6M | 1.62% |
| 14 | FBCG | FIDELITY COVINGTON TRUST | — | 143K | $7.2M | 1.54% |
| 15 | COP | ConocoPhillips | Energy | 54K | $7.1M | 1.53% |
Showing 1 to 15 of 293 holdings