Keystone-Wealth-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ "PKST", null, null, "MU", "FNDF", "ABT", "ABBV", "A", null, "GOOGL", "AXP", "T", "CAT", "AVGO", "LOW", "CMI", "NAD", null, null, null, null, null, null, null, "GIS", "MUC", "HD", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MCD", null, null, "INTU", null, null, null, null, null, null, null, null, null, null, null, null, null, "QCOM", null, null, null, "HFRO", null, null, null, null, null, null, null, null, null, null, null, null, "MUB", null, "META", null, null, null, null, null, null, null, "HEFA", null, "IVW", "IJH", null, null, null, "NAK", null, null, "OZ", null, "MA", null, "MSFT", "MDLZ", null, null, null, null, "IJR", "EFG", "IWD", "ORCL", null, null, null, "IRT", null, null, null, null, null, null, "IWF", null, null, null, "PEP", "IRM", "IVV", null, "UNH", "AAPL", "SPY", null, "NVDA", "PLTR", "PFE", "LMT", "PG", "AMGN", "SCHX", null, null, "SHOP", "O", "RTX", "SPDW", "GLD", "STX", null, null, null, null, null, "SBUX", "TGT", "VO", "VV", "SCHW", null, null, null, null, null, null, "AXTI", null, "VIG", null, "IWO", "SU", "IWN", "TSM", null, null, "VYM", null, "TT", "LNW", "AMD", "WM", "IWP", "IWR", "IR", "CAH", null, "AMZN", null, null, null, "IVE", null, null, null, "VGT", "VUG", "VTEB", "BND", "VBR", "VOO", "VTV", "V", "WMT", "WFC", "SCHD", "DVY", null, "SCHF", "SCHA", "MGM", "PSX", "SYY", "DIA", null, null, null, null, null, "HESM", null, null, "ESGU", null, null, null, "BRK-A", "BRK-B", null, "BA", "BMY", "CCJ", "BCAL", "CVE", "CVX", "NET", "KO", "COIN", "COP", "COST", "DHR", "DAL", "DFAC", "RSP", null, "EFA", "USMV", "IWB", "MAR", "QQQ", null, "IWM", "EPD", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", null, "MO", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 268
- Total Value
- 369352234
- Accession Number
- 0001085146-25-002147
- Form Type
- 13F-HR
- Manager Name
- Keystone-Wealth-Services
Data Enrichment
51% identified136 identified132 unidentified
Holdings
268 positions • $369.4M total value
Manager:
Search and click to pin securities to the top
Page 3 of 14
464287721
Shares:14.0K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$369.4M)
46654Q609
Shares:24.9K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$369.4M)
45782C383
Shares:46.0K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$369.4M)
464287242
Shares:16.4K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$369.4M)
33740F557
Shares:67.2K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$369.4M)
45782C656
Shares:46.1K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$369.4M)
33739Q408
Shares:29.5K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$369.4M)
33740F433
Shares:41.8K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$369.4M)
33740F482
Shares:38.5K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$369.4M)
78464A847
Shares:27.8K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$369.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287721)✕ | 14.0K | QoQ -6.36% (-952)YoY +5.65% (+750) | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$369.4M) | |
| 18.1K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$369.4M) | |||
| 7.6K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$369.4M) | |||
(cusip46654Q609)✕ | 24.9K | YoY NEW(+24.9K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | YoY NEW(+$1.8M) |
(cusip45782C383)✕ | 46.0K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | ||
| 19.3K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | |||
Tesla, Inc.(TSLAcusip88160R101) | 6.9K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | ||
(cusip464287242)✕ | 16.4K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | ||
(cusip33740F557)✕ | 67.2K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | ||
| 10.3K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | |||
(cusip45782C656)✕ | 46.1K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | ||
(cusip33739Q408)✕ | 29.5K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$369.4M) | ||
| 8.9K | QoQ +0.13% (+12)YoY +3.60% (+309) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$369.4M) | ||
| 4.4K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$369.4M) | |||
STARBUCKS CORP(SBUXcusip855244109) | 16.1K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$369.4M) | ||
(cusip33740F433)✕ | 41.8K | QoQ 0.00% (-0)YoY +1.94% (+800) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$369.4M) | |
| 4.2K | QoQ -0.07% (-3) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$369.4M) | ||
| 14.5K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$369.4M) | |||
(cusip33740F482)✕ | 38.5K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$369.4M) | ||
(cusip78464A847)✕ | 27.8K | QoQ -1.15% (-324)YoY +1.89% (-518) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$369.4M) |