Keystone Wealth Services, LLC
CIK: 0001866189SEC EDGAR →
Portfolio Value
$474.6M
Holdings
246
As of
Q4 2025
New Positions
245
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHNG TRADED FD VI | 1,054,146 | $54.7M | 11.52% |
| 2 | ISHARES TR | 40,943 | $28.0M | 5.91% |
| 3 | APPLE INC | 79,774 | $21.7M | 4.57% |
| 4 | NVIDIA CORPORATION | 82,415 | $15.4M | 3.24% |
| 5 | INVESCO QQQ TR | 23,127 | $14.2M | 2.99% |
| 6 | MICROSOFT CORP | 24,967 | $12.1M | 2.54% |
| 7 | SPDR S&P 500 ETF TR | 16,123 | $11.0M | 2.32% |
| 8 | INNOVATOR ETFS TRUST | 243,492 | $10.6M | 2.23% |
| 9 | SPDR SERIES TRUST | 183,652 | $9.4M | 1.98% |
| 10 | FIDELITY MERRIMACK STR TR | 179,828 | $8.3M | 1.74% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (246)
$54.7M · 1.1M shares
$28.0M · 41K shares
$21.7M · 80K shares
$15.4M · 82K shares
$14.2M · 23K shares
$12.1M · 25K shares
$11.0M · 16K shares
$10.6M · 243K shares
$9.4M · 184K shares
$8.3M · 180K shares
$8.1M · 13K shares
$7.5M · 9K shares
$7.2M · 225K shares
$6.9M · 126K shares
$6.5M · 54K shares
$6.5M · 54K shares
$6.5M · 42K shares
$5.8M · 25K shares
$5.4M · 135K shares
$5.1M · 55K shares
$4.8M · 22K shares
$4.7M · 136K shares
$4.6M · 31K shares
$4.5M · 103K shares
$4.1M · 33K shares
$4.0M · 14K shares
$3.9M · 86K shares
$3.9M · 51K shares
$3.8M · 62K shares
$3.6M · 73K shares
$3.5M · 8K shares
$3.4M · 36K shares
$3.2M · 139K shares
$3.2M · 75K shares
$3.2M · 34K shares
$3.2M · 70K shares
$3.1M · 10K shares
$3.0M · 15K shares
$2.7M · 11K shares
$2.6M · 5K shares
$2.5M · 13K shares
$2.5M · 13K shares
$2.4M · 40K shares
$2.3M · 49K shares
$2.2M · 7K shares
$2.2M · 11K shares
$2.2M · 29K shares
$2.1M · 5K shares
$2.0M · 16K shares
$2.0M · 30K shares
$2.0M · 11K shares
$2.0M · 9K shares
$1.9M · 17K shares
$1.8M · 34K shares
$1.8M · 22K shares
$1.8M · 9K shares
$1.7M · 16K shares
$1.7M · 48K shares
$1.7M · 3K shares
$1.6M · 9K shares
$1.6M · 7K shares
$1.5M · 3K shares
$1.5M · 90K shares
$1.5M · 20K shares
$1.5M · 4K shares
$1.5M · 15K shares
$1.4M · 15K shares
$1.4M · 41K shares
$1.4M · 4K shares
$1.4M · 44K shares
$1.3M · 9K shares
$1.3M · 14K shares
$1.3M · 14K shares
$1.3M · 16K shares
$1.3M · 29K shares
$1.3M · 4K shares
$1.2M · 15K shares
$1.2M · 21K shares
$1.2M · 7K shares
$1.2M · 23K shares
$1.2M · 12K shares
$1.1M · 1K shares
$1.1M · 7K shares
$1.1M · 10K shares
$1.1M · 12K shares
$1.1M · 7K shares
$1.0M · 22K shares
$1.0M · 4K shares
$1.0M · 4K shares
$1.0M · 16K shares
$1.0M · 37K shares
$987K · 9K shares
$965K · 9K shares
$955K · 3K shares
$948K · 4K shares
$933K · 3K shares
$925K · 44K shares
$911K · 3K shares
$910K · 4K shares
$895K · 8K shares
$848K · 1K shares
$817K · 12K shares
$813K · 5K shares
$805K · 26K shares
$798K · 4K shares
$793K · 14K shares
$791K · 11K shares
$782K · 13K shares
$776K · 11K shares
$754K · 1 shares
$752K · 2K shares
$751K · 2K shares
$749K · 5K shares
$712K · 2K shares
$694K · 15K shares
$694K · 2K shares
$684K · 2K shares
$681K · 6K shares
$671K · 4K shares
$656K · 10K shares
$644K · 5K shares
$637K · 8K shares
$636K · 9K shares
$629K · 1K shares
$627K · 4K shares
$624K · 17K shares
$620K · 19K shares
$620K · 23K shares
$619K · 7K shares
$596K · 3K shares
$580K · 6K shares
$580K · 15K shares
$580K · 12K shares
$572K · 11K shares
$570K · 31K shares
$569K · 6K shares
$563K · 21K shares
$559K · 4K shares
$559K · 11K shares
$550K · 15K shares
$543K · 10K shares
$529K · 14K shares
$527K · 30K shares
$519K · 28K shares
$512K · 477 shares
$510K · 2K shares
$506K · 4K shares
$502K · 13K shares
$498K · 7K shares
$495K · 4K shares
$486K · 734 shares
$484K · 7K shares
$482K · 21K shares
$477K · 10K shares
$473K · 2K shares
$465K · 10K shares
$465K · 2K shares
$463K · 907 shares
$446K · 21K shares
$446K · 1K shares
$445K · 21K shares
$432K · 894 shares
$426K · 2K shares
$424K · 13K shares
$422K · 20K shares
$419K · 2K shares
$417K · 18K shares
$413K · 24K shares
$410K · 5K shares
$409K · 8K shares
$405K · 10K shares
$402K · 4K shares
$402K · 2K shares
$401K · 4K shares
$398K · 15K shares
$398K · 8K shares
$394K · 2K shares
$393K · 7K shares
$388K · 516 shares
$386K · 1K shares
$385K · 1K shares
$382K · 4K shares
$378K · 2K shares
$376K · 8K shares
$373K · 13K shares
$363K · 2K shares
$362K · 10K shares
$361K · 8K shares
$356K · 11K shares
$356K · 6K shares
$347K · 12K shares
$347K · 3K shares
$346K · 12K shares
$335K · 7K shares
$335K · 4K shares
$330K · 17K shares
$324K · 2K shares
$299K · 6K shares
$297K · 721 shares
$297K · 10K shares
$296K · 3K shares
$292K · 4K shares
$286K · 6K shares
$275K · 11K shares
$271K · 1K shares
$268K · 2K shares
$267K · 3K shares
$265K · 11K shares
$264K · 2K shares
$263K · 2K shares
$260K · 25K shares
$260K · 3K shares
$259K · 4K shares
$259K · 3K shares
$257K · 5K shares
$253K · 5K shares
$249K · 2K shares
$248K · 4K shares
$246K · 2K shares
$246K · 6K shares
$244K · 8K shares
$244K · 10K shares
$243K · 1K shares
$241K · 10K shares
$240K · 5K shares
$238K · 1K shares
$237K · 4K shares
$236K · 5K shares
$234K · 5K shares
$231K · 689 shares
$229K · 2K shares
$225K · 657 shares
$224K · 898 shares
$221K · 5K shares
$219K · 4K shares
$213K · 374 shares
$213K · 5K shares
$212K · 3K shares
$210K · 2K shares
$207K · 2K shares
$205K · 7K shares
$205K · 2K shares
$196K · 36K shares
$152K · 13K shares
$125K · 21K shares
$55K · 21K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 147 | $251.4M | 53.0% |
| Unknown | 25 | $88.7M | 18.7% |
| Technology | 22 | $67.9M | 14.3% |
| Energy | 7 | $21.3M | 4.5% |
| Consumer Cyclical | 7 | $12.9M | 2.7% |
| Consumer Defensive | 9 | $10.6M | 2.2% |
| Communication Services | 6 | $7.4M | 1.6% |
| Industrials | 9 | $6.8M | 1.4% |
| Healthcare | 10 | $5.2M | 1.1% |
| Real Estate | 4 | $2.2M | 0.5% |