KEYSTONE WEALTH SERVICES, LLC Holdings
KEYSTONE WEALTH SERVICES, LLC is an investment fund managing more than 211.79M US dollars. The largest holdings include iShares Core S&P 500 ETF, iShares ESG Aware MSCI USA ETF and Apple. In Q3 2022 the fund bought assets of total value of 8.67M US dollars and sold assets of total value of 19.83M US dollars.
KEYSTONE WEALTH SERVICES, LLC portfolio value:
$211.78M
portfolio value
KEYSTONE WEALTH SERVICES, LLC quarter portfolio value change:
-11.81%
quarter
KEYSTONE WEALTH SERVICES, LLC portfolio changes
| Period | Buy | Sel |
|---|---|---|
| Q1 2022 | 29032000 | 22711000 |
| Q2 2022 | 8552000 | 34063000 |
| Q3 2022 | 8666000 | 19830000 |
KEYSTONE WEALTH SERVICES, LLC 13F holdings
| Stock |
|---|
| Portfolio share: 9.67% Portfolio value: 20.47M Avg. open price: $475.36 Current price: $408.71 P/L: -14.02% Bought +0.22% shares Q3 2022 |
| Portfolio share: 4.91% Portfolio value: 10.39M Avg. open price: $97.42 Current price: $90.41 P/L: -7.19% Bought +1.43% shares Q3 2022 |
| Portfolio share: 4.65% Portfolio value: 9.84M Avg. open price: $155.71 Current price: $147.81 P/L: -5.07% Bought +1.32% shares Q3 2022 |
| Portfolio share: 4.14% Portfolio value: 8.76M Avg. open price: $51.27 Current price: $48.22 P/L: -5.96% Sold -18.38% shares Q3 2022 |
| Portfolio share: 3.92% Portfolio value: 8.29M Avg. open price: $34.65 Current price: $33.56 P/L: -3.15% Sold -21.86% shares Q3 2022 |
| Portfolio share: 3.16% Portfolio value: 6.69M Avg. open price: $51.77 Current price: $45.94 P/L: -11.26% Bought +3.05% shares Q3 2022 |
| Portfolio share: 2.99% Portfolio value: 6.33M Avg. open price: $147.05 Current price: $146 P/L: -0.71% Sold -8.25% shares Q3 2022 |
| Portfolio share: 2.83% Portfolio value: 5.98M Avg. open price: N/A Current price: N/A P/L: N/A Bought +35.59% shares Q3 2022 |
| Portfolio share: 2.70% Portfolio value: 5.71M Avg. open price: $72.11 Current price: $122.18 P/L: +69.44% Sold -1.92% shares Q3 2022 |
| Portfolio share: 2.27% Portfolio value: 4.80M Avg. open price: $34.54 Current price: $36.12 P/L: +4.57% Bought +98.00% shares Q3 2022 |
| Portfolio share: 2.20% Portfolio value: 4.66M Avg. open price: N/A Current price: N/A P/L: N/A Sold -10.19% shares Q3 2022 |
| Portfolio share: 2.12% Portfolio value: 4.48M Avg. open price: $288.63 Current price: $255.02 P/L: -11.65% Bought +2.02% shares Q3 2022 |
| Portfolio share: 2.01% Portfolio value: 4.25M Avg. open price: $37.82 Current price: $37.35 P/L: -1.25% Sold -5.38% shares Q3 2022 |
| Portfolio share: 1.99% Portfolio value: 4.20M Avg. open price: $400.35 Current price: $292.55 P/L: -26.93% Sold -2.11% shares Q3 2022 |
| Portfolio share: 1.76% Portfolio value: 3.72M Avg. open price: $346.88 Current price: $374 P/L: +7.82% Bought +3.55% shares Q3 2022 |
| Portfolio share: 1.73% Portfolio value: 3.65M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q4 2021 |
| Portfolio share: 1.41% Portfolio value: 2.98M Avg. open price: $116.37 Current price: $106.24 P/L: -8.70% Sold -20.89% shares Q3 2022 |
| Portfolio share: 1.29% Portfolio value: 2.72M Avg. open price: N/A Current price: $29.21 P/L: N/A N/A Q3 2022 |
| Portfolio share: 1.23% Portfolio value: 2.59M Avg. open price: N/A Current price: $406.91 P/L: N/A Sold -3.52% shares Q3 2022 |
| Portfolio share: 1.10% Portfolio value: 2.33M Avg. open price: N/A Current price: $84.77 P/L: N/A Sold -3.91% shares Q3 2022 |
| Portfolio share: 1.05% Portfolio value: 2.22M Avg. open price: N/A Current price: N/A P/L: N/A Bought +22.09% shares Q3 2022 |
| Portfolio share: 0.96% Portfolio value: 2.03M Avg. open price: $3,180.36 Current price: $94.13 P/L: -97.04% Bought +0.48% shares Q3 2022 |
| Portfolio share: 0.96% Portfolio value: 2.03M Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.11% shares Q3 2022 |
| Portfolio share: 0.87% Portfolio value: 1.83M Avg. open price: N/A Current price: N/A P/L: N/A Bought +8.30% shares Q3 2022 |
| Portfolio share: 0.86% Portfolio value: 1.83M Avg. open price: $550.94 Current price: $494.53 P/L: -10.24% Bought +0.99% shares Q3 2022 |
| Portfolio share: 0.83% Portfolio value: 1.75M Avg. open price: N/A Current price: $36.39 P/L: N/A Sold -2.62% shares Q2 2022 |
| Portfolio share: 0.83% Portfolio value: 1.75M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q2 2022 |
| Portfolio share: 0.81% Portfolio value: 1.71M Avg. open price: N/A Current price: N/A P/L: N/A Sold -24.35% shares Q3 2022 |
| Portfolio share: 0.75% Portfolio value: 1.58M Avg. open price: $124.57 Current price: $110.18 P/L: -11.55% Sold -27.08% shares Q3 2022 |
| Portfolio share: 0.73% Portfolio value: 1.54M Avg. open price: $83.82 Current price: $106.66 P/L: +27.24% Bought +0.04% shares Q3 2022 |
| Portfolio share: 0.72% Portfolio value: 1.52M Avg. open price: N/A Current price: $179.01 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.67% Portfolio value: 1.42M Avg. open price: $69.79 Current price: $69.14 P/L: -0.93% Sold -3.60% shares Q3 2022 |
| Portfolio share: 0.66% Portfolio value: 1.38M Avg. open price: N/A Current price: N/A P/L: N/A Sold -10.22% shares Q3 2022 |
| Portfolio share: 0.65% Portfolio value: 1.38M Avg. open price: N/A Current price: $45.94 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.62% Portfolio value: 1.31M Avg. open price: $92.41 Current price: $102.13 P/L: +10.52% Bought +21.88% shares Q3 2022 |
| Portfolio share: 0.62% Portfolio value: 1.31M Avg. open price: $173.73 Current price: $178.88 P/L: +2.96% Bought +1.34% shares Q3 2022 |
| Portfolio share: 0.61% Portfolio value: 1.29M Avg. open price: $218.22 Current price: $188.05 P/L: -13.82% Bought +3.90% shares Q3 2022 |
| Portfolio share: 0.59% Portfolio value: 1.25M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.19% shares Q3 2022 |
| Portfolio share: 0.57% Portfolio value: 1.20M Avg. open price: $76.65 Current price: $78.75 P/L: +2.74% Bought +1.00% shares Q3 2022 |
| Portfolio share: 0.55% Portfolio value: 1.17M Avg. open price: $100.43 Current price: $108.09 P/L: +7.63% Bought +37.04% shares Q3 2022 |
| Portfolio share: 0.54% Portfolio value: 1.14M Avg. open price: $167.97 Current price: $158.85 P/L: -5.43% Sold -8.20% shares Q2 2022 |
| Portfolio share: 0.53% Portfolio value: 1.12M Avg. open price: N/A Current price: $99.64 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.50% Portfolio value: 1.05M Avg. open price: $135.93 Current price: $163.66 P/L: +20.40% Sold -0.14% shares Q3 2022 |
| Portfolio share: 0.49% Portfolio value: 1.04M Avg. open price: N/A Current price: N/A P/L: N/A Sold -9.13% shares Q3 2022 |
| Portfolio share: 0.48% Portfolio value: 1.01M Avg. open price: $76.39 Current price: $105.05 P/L: +37.52% Bought +0.87% shares Q3 2022 |
| Portfolio share: 0.48% Portfolio value: 1.01M Avg. open price: $196.97 Current price: $216.85 P/L: +10.09% Bought +1.99% shares Q3 2022 |
| Portfolio share: 0.47% Portfolio value: 1.00M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.94% shares Q3 2022 |
| Portfolio share: 0.47% Portfolio value: 1.00M Avg. open price: N/A Current price: N/A P/L: N/A Sold -21.31% shares Q3 2022 |
| Portfolio share: 0.47% Portfolio value: 996K Avg. open price: N/A Current price: $5.36 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.47% Portfolio value: 995K Avg. open price: $821.23 Current price: $194.86 P/L: -76.27% Bought +5.51% shares Q3 2022 |
| Portfolio share: 0.47% Portfolio value: 991K Avg. open price: $39.03 Current price: $36.89 P/L: -5.48% Sold -7.09% shares Q2 2022 |
| Portfolio share: 0.46% Portfolio value: 983K Avg. open price: $88.14 Current price: $98.48 P/L: +11.73% Bought +0.49% shares Q3 2022 |
| Portfolio share: 0.45% Portfolio value: 958K Avg. open price: N/A Current price: $94.78 P/L: N/A Sold -3.02% shares Q3 2022 |
| Portfolio share: 0.45% Portfolio value: 950K Avg. open price: N/A Current price: $24.96 P/L: N/A Sold -37.01% shares Q3 2022 |
| Portfolio share: 0.39% Portfolio value: 831K Avg. open price: N/A Current price: $93.44 P/L: N/A Sold -0.23% shares Q3 2022 |
| Portfolio share: 0.38% Portfolio value: 815K Avg. open price: $137.16 Current price: $99.43 P/L: -27.51% Sold -1.17% shares Q3 2022 |
| Portfolio share: 0.38% Portfolio value: 809K Avg. open price: $2,191.21 Current price: $100.44 P/L: -95.42% Bought +33.36% shares Q3 2022 |
| Portfolio share: 0.37% Portfolio value: 784K Avg. open price: $87.09 Current price: $90.37 P/L: +3.77% Bought +7.32% shares Q3 2022 |
| Portfolio share: 0.37% Portfolio value: 778K Avg. open price: $32.28 Current price: $31.05 P/L: -3.81% Sold -33.56% shares Q3 2022 |
| Portfolio share: 0.36% Portfolio value: 772K Avg. open price: $52.43 Current price: $50.91 P/L: -2.90% Bought +2.99% shares Q3 2022 |
| Portfolio share: 0.34% Portfolio value: 716K Avg. open price: $221.77 Current price: $217.66 P/L: -1.85% Sold -10.18% shares Q3 2022 |
| Portfolio share: 0.33% Portfolio value: 706K Avg. open price: $202.73 Current price: $164.16 P/L: -19.03% Bought +0.66% shares Q3 2022 |
| Portfolio share: 0.32% Portfolio value: 677K Avg. open price: $98.23 Current price: $104.3 P/L: +6.17% Bought +0.42% shares Q3 2022 |
| Portfolio share: 0.32% Portfolio value: 677K Avg. open price: $134.61 Current price: $113.77 P/L: -15.48% Sold -0.02% shares Q3 2022 |
| Portfolio share: 0.31% Portfolio value: 667K Avg. open price: $153.43 Current price: $158.71 P/L: +3.44% Bought +4.05% shares Q3 2022 |
| Portfolio share: 0.31% Portfolio value: 666K Avg. open price: $105.9 Current price: $104.34 P/L: -1.48% Sold -19.86% shares Q3 2022 |
| Portfolio share: 0.31% Portfolio value: 657K Avg. open price: N/A Current price: $34.1 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.31% Portfolio value: 656K Avg. open price: N/A Current price: $344.74 P/L: N/A Sold -20.66% shares Q2 2022 |
| Portfolio share: 0.31% Portfolio value: 650K Avg. open price: N/A Current price: N/A P/L: N/A Bought +4.90% shares Q2 2022 |
| Portfolio share: 0.30% Portfolio value: 629K Avg. open price: $78.73 Current price: $67.72 P/L: -13.99% Bought +0.21% shares Q2 2022 |
| Portfolio share: 0.29% Portfolio value: 610K Avg. open price: $44.52 Current price: $46.57 P/L: +4.61% Bought +88.41% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 598K Avg. open price: N/A Current price: N/A P/L: N/A Sold -9.40% shares Q3 2022 |
| Portfolio share: 0.28% Portfolio value: 589K Avg. open price: $132.46 Current price: $108.09 P/L: -18.40% Bought +0.43% shares Q3 2022 |
| Portfolio share: 0.27% Portfolio value: 568K Avg. open price: N/A Current price: $84.67 P/L: N/A Sold -2.56% shares Q3 2022 |
| Portfolio share: 0.26% Portfolio value: 549K Avg. open price: N/A Current price: $48.08 P/L: N/A Sold -1.25% shares Q3 2022 |
| Portfolio share: 0.26% Portfolio value: 547K Avg. open price: $45.95 Current price: $47.63 P/L: +3.66% Bought +0.92% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 535K Avg. open price: N/A Current price: $48.91 P/L: N/A Sold -27.69% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 533K Avg. open price: $39.83 Current price: $41.35 P/L: +3.82% Bought +1.22% shares Q3 2022 |
| Portfolio share: 0.25% Portfolio value: 531K Avg. open price: N/A Current price: $24.9 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.25% Portfolio value: 520K Avg. open price: $62.88 Current price: $81.13 P/L: +29.03% Bought +0.12% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 507K Avg. open price: $274.27 Current price: $327.99 P/L: +19.59% Bought +4.97% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 505K Avg. open price: N/A Current price: $17.94 P/L: N/A Sold -53.64% shares Q1 2022 |
| Portfolio share: 0.24% Portfolio value: 501K Avg. open price: $115.65 Current price: $135.16 P/L: +16.87% Bought +11.73% shares Q3 2022 |
| Portfolio share: 0.24% Portfolio value: 500K Avg. open price: $246.88 Current price: $273.4 P/L: +10.74% Bought +0.28% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 497K Avg. open price: $233.48 Current price: $285.51 P/L: +22.28% Bought +0.23% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 492K Avg. open price: $33.09 Current price: $35.62 P/L: +7.64% Bought +8.35% shares Q3 2022 |
| Portfolio share: 0.23% Portfolio value: 485K Avg. open price: $67.98 Current price: $86.52 P/L: +27.27% Bought +0.27% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 471K Avg. open price: $31.07 Current price: $37.45 P/L: +20.53% Sold -8.54% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 468K Avg. open price: N/A Current price: $30.1 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 460K Avg. open price: N/A Current price: $37.18 P/L: N/A Sold -38.31% shares Q2 2022 |
| Portfolio share: 0.22% Portfolio value: 459K Avg. open price: N/A Current price: $30.72 P/L: N/A Sold -52.14% shares Q3 2022 |
| Portfolio share: 0.22% Portfolio value: 458K Avg. open price: $128.13 Current price: $125.19 P/L: -2.29% Bought +17.16% shares Q2 2022 |
| Portfolio share: 0.21% Portfolio value: 448K Avg. open price: N/A Current price: $257 P/L: N/A Sold -0.63% shares Q3 2022 |
| Portfolio share: 0.21% Portfolio value: 446K Avg. open price: $139.09 Current price: $125.66 P/L: -9.65% Bought +0.59% shares Q3 2022 |
| Portfolio share: 0.20% Portfolio value: 429K Avg. open price: N/A Current price: N/A P/L: N/A Sold -24.22% shares Q3 2022 |
| Portfolio share: 0.20% Portfolio value: 420K Avg. open price: $218.7 Current price: $232.34 P/L: +6.24% Bought +14.96% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 411K Avg. open price: N/A Current price: $54.55 P/L: N/A Sold -1.40% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 405K Avg. open price: N/A Current price: $203.99 P/L: N/A Sold -0.57% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 404K Avg. open price: $102.4 Current price: $97.98 P/L: -4.31% Sold -40.69% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 402K Avg. open price: N/A Current price: $38.09 P/L: N/A Sold -20.21% shares Q3 2022 |
| Portfolio share: 0.19% Portfolio value: 400K Avg. open price: N/A Current price: N/A P/L: N/A Sold -26.81% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 391K Avg. open price: $87.33 Current price: $95.39 P/L: +9.23% Bought +1.67% shares Q3 2022 |
| Portfolio share: 0.18% Portfolio value: 379K Avg. open price: N/A Current price: $95.57 P/L: N/A Sold -2.44% shares Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 369K Avg. open price: N/A Current price: N/A P/L: N/A Sold -22.53% shares Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 366K Avg. open price: $169.21 Current price: $185.69 P/L: +9.74% Bought +0.18% shares Q3 2022 |
| Portfolio share: 0.17% Portfolio value: 365K Avg. open price: $51.06 Current price: $38.18 P/L: -25.23% Bought +0.15% shares Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 347K Avg. open price: $267.62 Current price: $274.23 P/L: +2.47% Bought +2.36% shares Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 344K Avg. open price: N/A Current price: $109.86 P/L: N/A Sold -1.67% shares Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 341K Avg. open price: $199.46 Current price: $123.49 P/L: -38.09% Bought +10.91% shares Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 337K Avg. open price: $28.07 Current price: $30.64 P/L: +9.16% Bought +34.92% shares Q3 2022 |
| Portfolio share: 0.16% Portfolio value: 331K Avg. open price: N/A Current price: $36.6 P/L: N/A Sold -9.94% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 327K Avg. open price: N/A Current price: $164.22 P/L: N/A Sold -0.09% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 326K Avg. open price: $85.24 Current price: $110.04 P/L: +29.09% Bought +2.07% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 316K Avg. open price: N/A Current price: $114.52 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.15% Portfolio value: 314K Avg. open price: $147.82 Current price: $150.61 P/L: +1.89% Bought +1.06% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 312K Avg. open price: $26.36 Current price: $29.98 P/L: +13.71% Bought +0.12% shares Q3 2022 |
| Portfolio share: 0.15% Portfolio value: 310K Avg. open price: $195.88 Current price: $168.76 P/L: -13.85% Bought +42.73% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 301K Avg. open price: $134.09 Current price: $153.22 P/L: +14.27% Bought +0.26% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 298K Avg. open price: N/A Current price: $109.42 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 294K Avg. open price: N/A Current price: $111.6 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.14% Portfolio value: 290K Avg. open price: N/A Current price: $91.71 P/L: N/A Sold -0.41% shares Q3 2022 |
| Portfolio share: 0.14% Portfolio value: 289K Avg. open price: $258.6 Current price: $297.38 P/L: +15.00% Bought +2.40% shares Q3 2022 |
| Portfolio share: 0.13% Portfolio value: 282K Avg. open price: N/A Current price: $25.81 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.13% Portfolio value: 281K Avg. open price: $176.52 Current price: $114.33 P/L: -35.23% Sold -14.67% shares Q2 2022 |
| Portfolio share: 0.13% Portfolio value: 276K Avg. open price: $140.85 Current price: $126.99 P/L: -9.84% Bought +14.04% shares Q3 2022 |
| Portfolio share: 0.13% Portfolio value: 273K Avg. open price: N/A Current price: $19.78 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.13% Portfolio value: 272K Avg. open price: N/A Current price: $149.64 P/L: N/A Sold -0.28% shares Q3 2022 |
| Portfolio share: 0.13% Portfolio value: 272K Avg. open price: N/A Current price: $33.85 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.13% Portfolio value: 269K Avg. open price: $62.09 Current price: $68.31 P/L: +10.02% Bought +0.14% shares Q3 2022 |
| Portfolio share: 0.13% Portfolio value: 268K Avg. open price: $85.11 Current price: $85.2 P/L: +0.11% Bought +0.47% shares Q3 2022 |
| Portfolio share: 0.12% Portfolio value: 263K Avg. open price: $13.08 Current price: $11.04 P/L: -15.60% Bought +87.41% shares Q2 2022 |
| Portfolio share: 0.12% Portfolio value: 262K Avg. open price: N/A Current price: $231.03 P/L: N/A Sold -3.21% shares Q2 2022 |
| Portfolio share: 0.12% Portfolio value: 259K Avg. open price: $39.84 Current price: $31.47 P/L: -21.01% Sold -30.97% shares Q3 2022 |
| Portfolio share: 0.12% Portfolio value: 257K Avg. open price: N/A Current price: $48.58 P/L: N/A Sold -72.86% shares Q3 2022 |
| Portfolio share: 0.12% Portfolio value: 256K Avg. open price: N/A Current price: $59.38 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.12% Portfolio value: 251K Avg. open price: N/A Current price: $69.92 P/L: N/A Sold -0.05% shares Q3 2022 |
| Portfolio share: 0.12% Portfolio value: 250K Avg. open price: N/A Current price: $291.18 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.12% Portfolio value: 248K Avg. open price: $162.83 Current price: $181.03 P/L: +11.18% Sold -0.86% shares Q3 2022 |
| Portfolio share: 0.12% Portfolio value: 244K Avg. open price: $66.23 Current price: $53.63 P/L: -19.02% Sold -24.69% shares Q3 2022 |
| Portfolio share: 0.12% Portfolio value: 244K Avg. open price: $2,243.42 Current price: $100.83 P/L: -95.51% Bought +1.36% shares Q3 2022 |
| Portfolio share: 0.11% Portfolio value: 238K Avg. open price: $62 Current price: $64.35 P/L: +3.79% Sold -4.24% shares Q3 2022 |
| Portfolio share: 0.11% Portfolio value: 237K Avg. open price: N/A Current price: $80.88 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.11% Portfolio value: 235K Avg. open price: N/A Current price: $60.85 P/L: N/A Sold -21.63% shares Q2 2022 |
| Portfolio share: 0.11% Portfolio value: 231K Avg. open price: $205.51 Current price: $249.75 P/L: +21.53% Bought +0.71% shares Q3 2022 |
| Portfolio share: 0.11% Portfolio value: 230K Avg. open price: $24.78 Current price: $19.02 P/L: -23.24% Sold -0.19% shares Q3 2022 |
| Portfolio share: 0.11% Portfolio value: 224K Avg. open price: $198.6 Current price: $199.45 P/L: +0.43% Sold -23.46% shares Q3 2022 |
| Portfolio share: 0.11% Portfolio value: 223K Avg. open price: N/A Current price: N/A P/L: N/A Sold -7.05% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 220K Avg. open price: $6.9 Current price: $7.86 P/L: +13.91% Bought +87.99% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 220K Avg. open price: N/A Current price: $35.36 P/L: N/A Sold -2.49% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 218K Avg. open price: $81.95 Current price: $63.37 P/L: -22.67% Sold -2.94% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 218K Avg. open price: $158.5 Current price: $169.81 P/L: +7.14% Sold -2.65% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 217K Avg. open price: $146.23 Current price: $182.87 P/L: +25.06% Bought +5.92% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 215K Avg. open price: $134.58 Current price: $137.93 P/L: +2.49% Bought +0.74% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 213K Avg. open price: N/A Current price: $536.16 P/L: N/A N/A Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 213K Avg. open price: $38.99 Current price: $43.54 P/L: +11.67% Bought +0.04% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 209K Avg. open price: $324.23 Current price: $374.76 P/L: +15.58% Bought +0.15% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 205K Avg. open price: $91.23 Current price: $85.16 P/L: -6.65% Bought +10.11% shares Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 204K Avg. open price: $256.39 Current price: $214.84 P/L: -16.21% N/A Q3 2022 |
| Portfolio share: 0.10% Portfolio value: 202K Avg. open price: N/A Current price: $79.62 P/L: N/A Sold -0.32% shares Q1 2022 |
| Portfolio share: 0.09% Portfolio value: 200K Avg. open price: $187.02 Current price: $189.39 P/L: +1.27% Bought +2.48% shares Q3 2022 |
| Portfolio share: 0.07% Portfolio value: 152K Avg. open price: $11.59 Current price: $11.37 P/L: -1.90% Bought +2.03% shares Q3 2022 |
| Portfolio share: 0.07% Portfolio value: 139K Avg. open price: N/A Current price: $11.66 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.01% Portfolio value: 14K Avg. open price: N/A Current price: $1.16 P/L: N/A N/A Q1 2022 |
| Portfolio share: 0.00% Portfolio value: 5K Avg. open price: N/A Current price: $0.25 P/L: N/A N/A Q4 2021 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $31.11 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $169.37 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $77.19 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $50.08 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $31.96 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $114.66 Current price: $110.84 P/L: -3.33% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $1.72 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $70.77 Current price: $62.9 P/L: -11.12% Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $48.68 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $233.17 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $73.14 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $28.56 P/L: N/A Sold -100.00% shares Q3 2022 |
| Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $43.96 Current price: $41.66 P/L: -5.23% Sold -100.00% shares Q3 2022 |
Showing TOP 178 KEYSTONE WEALTH SERVICES's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of KEYSTONE WEALTH SERVICES, LLC?
The biggest position of the KEYSTONE WEALTH SERVICES, LLC is iShares Core S&P 500 ETF (IVV) with 9.67% portfolio share worth of 20.47M US dollars.
Top 5 KEYSTONE WEALTH SERVICES's holdings represent 27.28% of the portfolio:
- iShares Core S&P 500 ETF (IVV) – 9.67%
- iShares ESG Aware MSCI USA ETF (ESGU) – 4.91%
- Apple Inc. (AAPL) – 4.65%
- Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) – 4.14%
- FT Cboe Vest U.S. Equity Deep Buffer ETF - November (DNOV) – 3.92%
Who is the portfolio manager of KEYSTONE WEALTH SERVICES, LLC?
The portfolio manager of the KEYSTONE WEALTH SERVICES, LLC is .
What is the total asset value of the KEYSTONE WEALTH SERVICES, LLC portfolio?
KEYSTONE WEALTH SERVICES, LLC total asset value (portfolio value) is 211.79M US dollars.
Who is ?
is the portfolio manager of the KEYSTONE WEALTH SERVICES, LLC.
What is (KEYSTONE WEALTH SERVICES, LLC) fund performance?
KEYSTONE WEALTH SERVICES's quarterly performance is -11.81%, annualy 0.00%.
What is the KEYSTONE WEALTH SERVICES, LLC CIK?
KEYSTONE WEALTH SERVICES's Central Index Key is 0001866189 .