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

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464287507

IJH|464287507

Shares:11.7K

Value:$685.1K

% of Portfolio:0.2% ($685.1K/$369.4M)

AMGEN INC

AMGN|031162100

Shares:2.2K

Value:$681.9K

% of Portfolio:0.2% ($681.9K/$369.4M)

33734X846

Shares:10.6K

Value:$669.7K

% of Portfolio:0.2% ($669.7K/$369.4M)

45782C672

Shares:19.3K

Value:$666.7K

% of Portfolio:0.2% ($666.7K/$369.4M)

464288281

Shares:7.1K

Value:$645.1K

% of Portfolio:0.2% ($645.1K/$369.4M)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:30.2K

Value:$640.4K

% of Portfolio:0.2% ($640.4K/$369.4M)

922907746

VTEB|922907746

Shares:12.9K

Value:$639.9K

% of Portfolio:0.2% ($639.9K/$369.4M)

33740F664

Shares:15.1K

Value:$627.6K

% of Portfolio:0.2% ($627.6K/$369.4M)

464287168

DVY|464287168

Shares:4.6K

Value:$624.2K

% of Portfolio:0.2% ($624.2K/$369.4M)

922908637

VV|922908637

Shares:2.4K

Value:$619.6K

% of Portfolio:0.2% ($619.6K/$369.4M)

33738D788

Shares:28.5K

Value:$597.8K

% of Portfolio:0.2% ($597.8K/$369.4M)

Broadcom Inc.

AVGO|11135F101

Shares:3.5K

Value:$593.2K

% of Portfolio:0.2% ($593.2K/$369.4M)

46432F388

Shares:5.5K

Value:$583.7K

% of Portfolio:0.2% ($583.7K/$369.4M)

46438G570

Shares:24.2K

Value:$576.8K

% of Portfolio:0.2% ($576.8K/$369.4M)

33740U661

Shares:15.8K

Value:$566.8K

% of Portfolio:0.2% ($566.8K/$369.4M)

33740F516

Shares:15.0K

Value:$566.8K

% of Portfolio:0.2% ($566.8K/$369.4M)

45782C888

Shares:13.2K

Value:$561.3K

% of Portfolio:0.2% ($561.3K/$369.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.1K

Value:$558.8K

% of Portfolio:0.2% ($558.8K/$369.4M)

922021605

Shares:5.6K

Value:$555.7K

% of Portfolio:0.2% ($555.7K/$369.4M)

337344105

Shares:4.6K

Value:$555.4K

% of Portfolio:0.2% ($555.4K/$369.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	11.7K	QoQ -0.58% (-69) YoY +9.61% (+1.0K)	All Managers (Combined)	$685.1K	0.2% ($685.1K/$369.4M)	QoQ -6.90% (-$50.8K) YoY +5.30% (+$34.5K)
AMGEN INC(AMGNcusip031162100)	2.2K	QoQ +0.18% (+4) YoY -4.86% (-112)	All Managers (Combined)	$681.9K	0.2% ($681.9K/$369.4M)	QoQ +19.73% (+$112.4K) YoY +4.23% (-$27.7K)
(cusip33734X846)✕	10.6K	QoQ -5.08% (-570) YoY NEW(+10.6K)	All Managers (Combined)	$669.7K	0.2% ($669.7K/$369.4M)	QoQ -5.76% (-$40.9K) YoY NEW(+$669.7K)
(cusip45782C672)✕	19.3K	QoQ -0.36% (-71) YoY -1.67% (-328)	All Managers (Combined)	$666.7K	0.2% ($666.7K/$369.4M)	QoQ -2.86% (-$19.6K) YoY +4.25% (-$27.2K)
(cusip464288281)✕	7.1K	QoQ -2.29% (-167) YoY +63.81% (+2.8K)	All Managers (Combined)	$645.1K	0.2% ($645.1K/$369.4M)	QoQ -0.59% (-$3.9K) YoY +65.47% (+$255.2K)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	30.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$640.4K	0.2% ($640.4K/$369.4M)	QoQ +7.00% (+$41.9K) YoY +31.61% (+$153.8K)
(VTEBcusip922907746)	12.9K	QoQ +19.02% (+2.1K) YoY NEW(+12.9K)	All Managers (Combined)	$639.9K	0.2% ($639.9K/$369.4M)	QoQ +17.81% (+$96.7K) YoY NEW(+$639.9K)
(cusip33740F664)✕	15.1K	QoQ 0.00% (-0) YoY +49.32% (+5.0K)	All Managers (Combined)	$627.6K	0.2% ($627.6K/$369.4M)	QoQ -2.65% (-$17.1K) YoY +52.74% (+$216.7K)
(DVYcusip464287168)	4.6K	QoQ -0.08% (-4) YoY -0.15% (-7)	All Managers (Combined)	$624.2K	0.2% ($624.2K/$369.4M)	QoQ +2.19% (-$13.4K) YoY +8.86% (-$50.8K)
(VVcusip922908637)	2.4K	QoQ +0.24% (-6) YoY -0.86% (-21)	All Managers (Combined)	$619.6K	0.2% ($619.6K/$369.4M)	QoQ -4.47% (-$29.0K) YoY +6.25% (-$36.5K)
(cusip33738D788)✕	28.5K	QoQ NEW(+28.5K) YoY NEW(+28.5K)	All Managers (Combined)	$597.8K	0.2% ($597.8K/$369.4M)	QoQ NEW(+$597.8K) YoY NEW(+$597.8K)
Broadcom Inc.(AVGOcusip11135F101)	3.5K	QoQ +14.95% (-461) YoY +2128.30% (+3.4K)	All Managers (Combined)	$593.2K	0.2% ($593.2K/$369.4M)	QoQ -16.98% (-$121.4K) YoY +181.44% (+$382.4K)
(cusip46432F388)✕	5.5K	QoQ +0.07% (+4) YoY +0.21% (-12)	All Managers (Combined)	$583.7K	0.2% ($583.7K/$369.4M)	QoQ +1.06% (+$6.1K) YoY -1.30% (-$7.7K)
(cusip46438G570)✕	24.2K	QoQ NEW(+24.2K) YoY NEW(+24.2K)	All Managers (Combined)	$576.8K	0.2% ($576.8K/$369.4M)	QoQ NEW(+$576.8K) YoY NEW(+$576.8K)
(cusip33740U661)✕	15.8K	QoQ 0.00% (-0) YoY +67.14% (+6.3K)	All Managers (Combined)	$566.8K	0.2% ($566.8K/$369.4M)	QoQ -1.95% (-$11.3K) YoY +77.42% (+$247.4K)
(cusip33740F516)✕	15.0K	QoQ +73.04% (+6.4K) YoY +73.04% (+6.4K)	All Managers (Combined)	$566.8K	0.2% ($566.8K/$369.4M)	QoQ +68.65% (+$230.7K) YoY +81.67% (+$254.8K)
(cusip45782C888)✕	13.2K	QoQ 0.00% (-0) YoY +150.82% (+7.9K)	All Managers (Combined)	$561.3K	0.2% ($561.3K/$369.4M)	QoQ -4.15% (-$24.3K) YoY +166.04% (+$350.3K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.1K	QoQ -16.14% (-400) YoY NEW(+2.1K)	All Managers (Combined)	$558.8K	0.2% ($558.8K/$369.4M)	QoQ -23.97% (-$176.2K) YoY NEW(+$558.8K)
(cusip922021605)✕	5.6K	QoQ +50.38% (+1.9K) YoY NEW(+5.6K)	All Managers (Combined)	$555.7K	0.2% ($555.7K/$369.4M)	QoQ +48.66% (+$181.9K) YoY NEW(+$555.7K)
(cusip337344105)✕	4.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$555.4K	0.2% ($555.4K/$369.4M)	QoQ -3.22% (-$18.5K) YoY -2.39% (-$13.6K)