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Home > Institutional Investor > Keystone Wealth Services, Llc > 13F Holdings

Instuitional Investor - Keystone Wealth Services, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 1,054,146 $54,681,348 11.52%
2.
Ishares Trust
 IEF 40,943 $28,043,669 5.91%
3.
Apple Inc.
 AAPL 79,774 $21,687,428 4.57%
4.
Nvidia Corp
 NVDA 82,415 $15,370,479 3.24%
5.
Invesco Qqq Tr
 23,127 $14,207,150 2.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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