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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 $538,602,838
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 41,372 $30,983,044 5.75%
2.
Apple Inc.
 AAPL 75,463 $21,835,908 4.05%
3.
Invesco Qqq Tr
 22,491 $16,562,280 3.08%
4.
Nvidia Corp
 NVDA 76,326 $15,272,005 2.84%
5.
Spdr S & P 500 Etf Trust
 SPY 15,615 $11,660,517 2.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.