Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $291,729,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 54,588 $26,072,680 8.93%
2.
Apple Inc.
 AAPL 76,046 $14,641,148 5.01%
3.
First Tr Exchng Traded Fd Vi
 238,509 $10,530,172 3.6%
4.
Microsoft Corp
 MSFT 20,947 $7,876,798 2.7%
5.
Invesco Qqq Tr
 17,915 $7,336,652 2.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)