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

SEC FilingSEC DataHachi Filing

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
CIK: keystone-wealth-services
Manager Name: Keystone-Wealth-Services

Data Enrichment

51% identified

136 identified132 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

268 positions • $369.4M total value

268 positions • $369.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 14

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33735K108

Shares:10.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$369.4M)

46137V100

Shares:12.1K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$369.4M)

33740U752

Shares:46.4K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$369.4M)

46429B697

Shares:14.7K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$369.4M)

921937835

Shares:18.7K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$369.4M)

464287655

Shares:6.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$369.4M)

33740F458

Shares:35.4K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$369.4M)

33733E104

Shares:14.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$369.4M)

Seagate Technology Holdings plc

Shares:15.4K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$369.4M)

45782C813

Shares:32.3K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$369.4M)

Meta Platforms, Inc.

Shares:2.2K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$369.4M)

33740U885

Shares:30.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$369.4M)

33740U737

Shares:33.5K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$369.4M)

Philip Morris International Inc.

Shares:7.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$369.4M)

46654Q203

Shares:22.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$369.4M)

33740F839

Shares:27.3K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$369.4M)

46435G219

Shares:25.3K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$369.4M)

78463X889

Shares:30.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$369.4M)

78464A144

Shares:38.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$369.4M)

14021D107

Shares:36.1K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$369.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33735K108)✕	10.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$369.4M)	QoQ -4.95% (-$73.8K) YoY +6.59% (+$87.6K)
(cusip46137V100)✕	12.1K	QoQ +3.27% (+383) YoY NEW(+12.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$369.4M)	QoQ +4.91% (+$65.8K) YoY NEW(+$1.4M)
(cusip33740U752)✕	46.4K	QoQ +358.46% (+36.2K) YoY NEW(+46.4K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$369.4M)	QoQ +335.56% (+$1.1M) YoY NEW(+$1.4M)
(USMVcusip46429B697)	14.7K	QoQ -2.27% (-344) YoY -4.67% (-723)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$369.4M)	QoQ +3.08% (-$41.3K) YoY +6.82% (-$88.3K)
(BNDcusip921937835)	18.7K	QoQ +1.68% (+310) YoY NEW(+18.7K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$369.4M)	QoQ +3.86% (+$51.1K) YoY NEW(+$1.4M)
(IWMcusip464287655)	6.7K	QoQ -2.07% (-142) YoY -0.45% (-31)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$369.4M)	QoQ -11.59% (-$175.5K) YoY -5.57% (-$79.1K)
(cusip33740F458)✕	35.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$369.4M)	QoQ +0.20% (+$2.7K) YoY +11.52% (+$137.4K)
(cusip33733E104)✕	14.7K	QoQ 0.00% (+0) YoY -9.99% (-1.6K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$369.4M)	QoQ +2.07% (+$26.8K) YoY -5.80% (-$81.2K)
Seagate Technology Holdings plc(STXcusipG7997R103)	15.4K	QoQ 0.00% (-0) YoY -6.10% (-1.0K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$369.4M)	QoQ -1.57% (-$20.9K) YoY -14.27% (-$217.7K)
(cusip45782C813)✕	32.3K	QoQ 0.00% (-0) YoY -8.30% (-2.9K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$369.4M)	QoQ -2.38% (-$31.6K) YoY -2.97% (-$39.7K)
Meta Platforms, Inc.(METAcusip30303M102)	2.2K	QoQ -0.09% (-2) YoY +35.28% (+573)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$369.4M)	QoQ -1.66% (-$21.4K) YoY +60.53% (+$477.5K)
(cusip33740U885)✕	30.3K	QoQ -5.21% (-1.7K) YoY -8.30% (-2.7K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$369.4M)	QoQ -6.13% (-$80.9K) YoY +2.90% (-$35.0K)
(cusip33740U737)✕	33.5K	QoQ +29.80% (+7.7K) YoY +24.47% (+6.6K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$369.4M)	QoQ +27.79% (+$267.9K) YoY +32.89% (+$304.9K)
Philip Morris International Inc.(PMcusip718172109)	7.6K	QoQ -0.61% (-47) YoY -3.27% (-256)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$369.4M)	QoQ +31.08% (-$284.5K) YoY +67.57% (-$483.8K)
(cusip46654Q203)✕	22.2K	QoQ +2.00% (-438) YoY NEW(+22.2K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$369.4M)	QoQ -6.31% (-$77.7K) YoY NEW(+$1.2M)
(cusip33740F839)✕	27.3K	QoQ -9.11% (-2.7K) YoY -35.47% (-15.0K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$369.4M)	QoQ -11.13% (-$143.4K) YoY -33.04% (-$565.0K)
(cusip46435G219)✕	25.3K	QoQ +0.07% (+18) YoY NEW(+25.3K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$369.4M)	QoQ +1.53% (+$17.2K) YoY NEW(+$1.1M)
(SPDWcusip78463X889)	30.9K	QoQ -3.52% (-1.1K) YoY -4.18% (-1.4K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$369.4M)	QoQ +2.92% (-$31.9K) YoY -2.66% (-$30.8K)
(cusip78464A144)✕	38.6K	QoQ -35.90% (-21.6K) YoY -53.89% (-45.1K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$369.4M)	QoQ -35.03% (-$604.6K) YoY -54.01% (-$1.3M)
(cusip14021D107)✕	36.1K	QoQ +16.39% (+5.1K) YoY NEW(+36.1K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$369.4M)	QoQ +15.31% (+$148.5K) YoY NEW(+$1.1M)