Keystone Wealth Services, LLC
Q2 2025 13F Holdings
- Locationpalm desert, CA
- Num holdings
280
- Value ($000)
$414,625
- Date Filed07/09/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $32.41M | 8 % | 52,192 | ||
AAPL APPLE INC | COM | 037833100 | $15.15M | 4 % | 73,853 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.33M | 3 % | 24,791 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.66M | 3 % | 21,138 | ||
FJUN FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 | $10.97M | 3 % | 204,416 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.84M | 3 % | 68,598 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.47M | 2 % | 15,320 | ||
FMAY FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | $8.93M | 2 % | 178,469 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $8.60M | 2 % | 8,683 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $7.85M | 2 % | 171,573 |
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