Keystone Wealth Services, LLC
Q1 2025 13F Holdings
- Locationpalm desert, CA
- Num holdings
268
- Value ($000)
$369,352
- Date Filed04/17/2025
- Form type13F-HR
- CIK0001866189
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $28.61M | 8 % | 50,912 | ||
AAPL APPLE INC | COM | 037833100 | $15.49M | 4 % | 69,755 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.32M | 3 % | 22,004 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.39M | 3 % | 25,002 | ||
FJUN FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 | $9.22M | 3 % | 184,887 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $9.09M | 3 % | 9,608 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.00M | 2 % | 16,088 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $7.83M | 2 % | 171,499 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.64M | 2 % | 70,478 | ||
FMAY FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | $7.48M | 2 % | 162,012 |
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