Keystone Wealth Services, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationpalm desert, CA
- CIK0001866189
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
257 | $377.70M | IVV, AAPL, NDQ, MSFT | 13F-HR | Feb 6, 2025 | 000108514625000846 | ||
253 | $361.55M | IVV, AAPL, MSFT, FJUN | 13F-HR | Oct 15, 2024 | 000108514624004913 | ||
231 | $321.38M | IVV, AAPL, MSFT, FJUN | 13F-HR | Jul 12, 2024 | 000108514624002879 | ||
220 | $307.70M | IVV, AAPL, FJUN, MSFT | 13F-HR | Apr 12, 2024 | 000108514624001793 | ||
217 | $291.73M | IVV, AAPL, FJUN, MSFT | 13F-HR | Jan 17, 2024 | 000108514624000261 | ||
202 | $263.28M | IVV, AAPL, FJUN, FBND | 13F-HR | Oct 5, 2023 | 000108514623003573 | ||
202 | $267.63M | IVV, AAPL, FJUN, IUSB | 13F-HR | Jul 20, 2023 | 000108514623002781 | ||
191 | $244.45M | IVV, AAPL, ESGU, IUSB | 13F-HR | Apr 7, 2023 | 000108514623001551 | ||
186 | $229.24M | IVV, ESGU, AAPL, IUSB | 13F-HR | Feb 10, 2023 | 000108514623000982 | ||
164 | $211.79M | IVV, ESGU, AAPL, VTIP | 13F-HR | Nov 1, 2022 | 000108514622003700 | ||
169 | $223.54M | IVV, VTIP, ESGU, DNOV | 13F-HR | Jul 13, 2022 | 000108514622002353 | ||
179 | $252.18M | IVV, ESGU, AAPL, VTV | 13F-HR | Apr 21, 2022 | 000108514622001468 | ||
171 | $246.45M | IVV, ESGU, AAPL, VTV | 13F-HR | Feb 14, 2022 | 000108514622001022 |