Keystone Wealth Services, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$362M
Signature - Title
Shad Lamm - Chief Compliance Officer
Location
Palm Desert, CA
Summary
This page shows a list of all the recent 13F filings made by Keystone Wealth Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Wealth Services, LLC reported 252 stock holdings with total value $362M as of Q3 2024. Top holdings included IVV, AAPL, MSFT, FJUN, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 252 $362M +$36M -$9.6M +$26.4M IVV, AAPL, MSFT, FJUN, QQQ 13F-HR 10/15/2024, 05:31 PM
Q2 2024 231 $321M +$19.9M -$11.9M +$8.02M IVV, AAPL, MSFT, FJUN, FBND 13F-HR 7/12/2024, 02:02 PM
Q1 2024 220 $308M +$16.1M -$17.7M -$1.55M IVV, AAPL, FJUN, MSFT, FBND 13F-HR 4/12/2024, 02:37 PM
Q4 2023 217 $292M +$22.2M -$18M +$4.22M IVV, AAPL, FJUN, MSFT, QQQ 13F-HR 1/17/2024, 09:09 AM
Q3 2023 202 $263M +$27.8M -$24.5M +$3.32M IVV, AAPL, FJUN, FBND, MSFT 13F-HR 10/5/2023, 10:14 AM
Q2 2023 202 $268M +$36.4M -$28M +$8.35M IVV, AAPL, FJUN, IUSB, MSFT 13F-HR 7/20/2023, 10:24 AM
Q1 2023 191 $244M +$16M -$12.4M +$3.63M IVV, AAPL, ESGU, IUSB, FSEP 13F-HR 4/7/2023, 01:18 PM
Q4 2022 186 $229M +$36.9M -$31.3M +$5.56M IVV, ESGU, AAPL, IUSB, VTV 13F-HR 2/9/2023, 09:01 PM
Q3 2022 164 $212M +$14.7M -$16.9M -$2.18M IVV, ESGU, AAPL, VTIP, DNOV 13F-HR 10/31/2022, 06:23 PM
Q2 2022 169 $224M +$26.4M -$20.9M +$5.48M IVV, VTIP, ESGU, DNOV, AAPL 13F-HR 7/13/2022, 01:15 PM
Q1 2022 179 $252M +$33.3M -$17M +$16.3M IVV, ESGU, AAPL, VTV, VTIP 13F-HR 4/20/2022, 08:39 PM
Q4 2021 171 $246M $0 $0 IVV, ESGU, AAPL, VTV, VOO 13F-HR 2/14/2022, 01:23 PM