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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 14

Sort by:

HOME DEPOT, INC.

HD|437076102

Shares:2.4K

Value:$870.7K

% of Portfolio:0.2% ($870.7K/$369.4M)

922908629

VO|922908629

Shares:3.3K

Value:$844.6K

% of Portfolio:0.2% ($844.6K/$369.4M)

808524755

FNDF|808524755

Shares:23.1K

Value:$836.4K

% of Portfolio:0.2% ($836.4K/$369.4M)

78464A201

Shares:10.0K

Value:$827.5K

% of Portfolio:0.2% ($827.5K/$369.4M)

33735J101

Shares:10.5K

Value:$803.7K

% of Portfolio:0.2% ($803.7K/$369.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.2% ($798.4K/$369.4M)

45783Y673

Shares:25.3K

Value:$795.6K

% of Portfolio:0.2% ($795.6K/$369.4M)

45782C417

Shares:21.8K

Value:$780.7K

% of Portfolio:0.2% ($780.7K/$369.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:7.6K

Value:$779.9K

% of Portfolio:0.2% ($779.9K/$369.4M)

808524201

SCHX|808524201

Shares:34.9K

Value:$770.6K

% of Portfolio:0.2% ($770.6K/$369.4M)

Parker-Hannifin Corp

PH|701094104

Shares:1.3K

Value:$760.9K

% of Portfolio:0.2% ($760.9K/$369.4M)

464287291

Shares:10.0K

Value:$759.9K

% of Portfolio:0.2% ($759.9K/$369.4M)

Walt Disney Co

DIS|254687106

Shares:7.7K

Value:$759.0K

% of Portfolio:0.2% ($759.0K/$369.4M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:12.6K

Value:$753.6K

% of Portfolio:0.2% ($753.6K/$369.4M)

Ingersoll Rand Inc.

IR|45687V106

Shares:9.0K

Value:$721.1K

% of Portfolio:0.2% ($721.1K/$369.4M)

921946406

VYM|921946406

Shares:5.6K

Value:$718.6K

% of Portfolio:0.2% ($718.6K/$369.4M)

33740F631

Shares:18.8K

Value:$712.8K

% of Portfolio:0.2% ($712.8K/$369.4M)

45782C508

Shares:17.1K

Value:$707.6K

% of Portfolio:0.2% ($707.6K/$369.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.2K

Value:$698.8K

% of Portfolio:0.2% ($698.8K/$369.4M)

464285204

Shares:11.8K

Value:$694.3K

% of Portfolio:0.2% ($694.3K/$369.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	2.4K	QoQ -5.45% (-137) YoY +31.70% (+572)	All Managers (Combined)	$870.7K	0.2% ($870.7K/$369.4M)	QoQ -10.93% (-$106.9K) YoY +25.84% (+$178.8K)
(VOcusip922908629)	3.3K	QoQ +0.33% (-11) YoY -0.97% (-32)	All Managers (Combined)	$844.6K	0.2% ($844.6K/$369.4M)	QoQ -1.74% (-$15.0K) YoY +2.49% (-$20.6K)
(FNDFcusip808524755)	23.1K	QoQ -1.57% (-371) YoY -32.57% (-11.2K)	All Managers (Combined)	$836.4K	0.2% ($836.4K/$369.4M)	QoQ +7.10% (-$55.5K) YoY -31.57% (-$385.9K)
(cusip78464A201)✕	10.0K	QoQ -2.26% (-231) YoY +3.71% (-357)	All Managers (Combined)	$827.5K	0.2% ($827.5K/$369.4M)	QoQ -10.21% (-$94.2K) YoY -1.31% (-$11.0K)
(cusip33735J101)✕	10.5K	QoQ 0.00% (+1) YoY -21.46% (-2.9K)	All Managers (Combined)	$803.7K	0.2% ($803.7K/$369.4M)	QoQ +0.35% (+$2.8K) YoY -21.11% (-$215.1K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.2% ($798.4K/$369.4M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
(cusip45783Y673)✕	25.3K	QoQ NEW(+25.3K) YoY NEW(+25.3K)	All Managers (Combined)	$795.6K	0.2% ($795.6K/$369.4M)	QoQ NEW(+$795.6K) YoY NEW(+$795.6K)
(cusip45782C417)✕	21.8K	QoQ -0.47% (-105) YoY -29.89% (-9.3K)	All Managers (Combined)	$780.7K	0.2% ($780.7K/$369.4M)	QoQ -3.12% (-$25.2K) YoY -26.48% (-$281.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	7.6K	QoQ +5.31% (-383) YoY +114.49% (+4.1K)	All Managers (Combined)	$779.9K	0.2% ($779.9K/$369.4M)	QoQ -10.42% (-$90.8K) YoY +22.09% (+$141.1K)
(SCHXcusip808524201)	34.9K	QoQ +0.13% (-46) YoY +202.87% (+23.4K)	All Managers (Combined)	$770.6K	0.2% ($770.6K/$369.4M)	QoQ -4.62% (-$37.3K) YoY +7.75% (+$55.5K)
Parker-Hannifin Corp(PHcusip701094104)	1.3K	QoQ +0.24% (-3) YoY +0.96% (+12)	All Managers (Combined)	$760.9K	0.2% ($760.9K/$369.4M)	QoQ -4.20% (-$33.4K) YoY +10.43% (+$71.9K)
(cusip464287291)✕	10.0K	QoQ -9.44% (-1.0K) YoY -9.66% (-1.1K)	All Managers (Combined)	$759.9K	0.2% ($759.9K/$369.4M)	QoQ -19.06% (-$179.0K) YoY -8.54% (-$71.0K)
Walt Disney Co(DIScusip254687106)	7.7K	QoQ +0.66% (-51) YoY +1.18% (-90)	All Managers (Combined)	$759.0K	0.2% ($759.0K/$369.4M)	QoQ -10.77% (-$91.7K) YoY -18.38% (-$171.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	12.6K	QoQ +3.40% (+414) YoY +5.35% (+638)	All Managers (Combined)	$753.6K	0.2% ($753.6K/$369.4M)	QoQ +18.69% (+$118.7K) YoY +44.95% (+$233.7K)
Ingersoll Rand Inc.(IRcusip45687V106)	9.0K	QoQ 0.00% (-0) YoY -1.66% (-153)	All Managers (Combined)	$721.1K	0.2% ($721.1K/$369.4M)	QoQ -11.52% (-$94.0K) YoY -17.12% (-$149.0K)
(VYMcusip921946406)	5.6K	QoQ -3.41% (-197) YoY +5.71% (+301)	All Managers (Combined)	$718.6K	0.2% ($718.6K/$369.4M)	QoQ -2.37% (-$17.5K) YoY +12.69% (+$80.9K)
(cusip33740F631)✕	18.8K	QoQ -19.84% (-4.6K) YoY -37.78% (-11.4K)	All Managers (Combined)	$712.8K	0.2% ($712.8K/$369.4M)	QoQ -22.12% (-$202.5K) YoY -34.42% (-$374.3K)
(cusip45782C508)✕	17.1K	QoQ 0.00% (-0) YoY -28.05% (-6.7K)	All Managers (Combined)	$707.6K	0.2% ($707.6K/$369.4M)	QoQ -1.84% (-$13.3K) YoY -23.71% (-$220.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.2K	QoQ -5.32% (-237) YoY -27.50% (-1.6K)	All Managers (Combined)	$698.8K	0.2% ($698.8K/$369.4M)	QoQ +8.55% (-$55.1K) YoY -24.00% (-$220.8K)
(cusip464285204)✕	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$694.3K	0.2% ($694.3K/$369.4M)	QoQ NEW(+$694.3K) YoY NEW(+$694.3K)