Keystone Wealth Services, LLC
Q4 2024 13F Holdings
- Locationpalm desert, CA
- Num holdings
257
- Value ($000)
$377,705
- Date Filed02/06/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $30.14 M | 8 % | 51,202 | ||
AAPL APPLE INC | COM | 037833100 | $18.59 M | 5 % | 74,246 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.31 M | 3 % | 22,118 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.70 M | 3 % | 25,390 | ||
FJUN FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 | $9.74 M | 3 % | 189,539 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.38 M | 3 % | 16,012 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $9.21 M | 2 % | 10,050 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.11 M | 2 % | 67,825 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $7.85 M | 2 % | 174,968 | ||
FMAY FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | $7.71 M | 2 % | 162,539 |
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