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Home > Institutional Investor > Keystone Wealth Services, Llc > Profile

Instuitional Investor - Keystone Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: Keystone Wealth Services, Llc
Portfolio Value $369,352,234
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,912 $28,607,716 7.75%
2.
Apple Inc.
 AAPL 69,755 $15,494,747 4.2%
3.
Invesco Qqq Tr
 22,004 $10,318,134 2.79%
4.
Microsoft Corp
 MSFT 25,002 $9,385,545 2.54%
5.
First Tr Exchng Traded Fd Vi
 184,887 $9,224,012 2.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)