Portfolio (Quarterly)
Guide ↗
Keystone Wealth Services, LLC
· CIK 0001866189| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BINC | BLACKROCK ETF TRUST II | — | 30,897 | $1.6M | 0.34% | SOLD |
| 2 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 48,503 | $1.4M | 0.29% | SOLD |
| 3 | BUFZ | FIRST TR EXCHNG TRADED FD VI | — | 47,026 | $1.2M | 0.26% | SOLD |
| 4 | INTU | INTUIT | Technology | 734 | $317K | 0.07% | SOLD |
| 5 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 3,611 | $259K | 0.06% | SOLD |
| 6 | BP | BP PLC | Energy | 5,259 | $247K | 0.05% | SOLD |
| 7 | GLD | SPDR GOLD TR | Financial Services | 510 | $219K | 0.05% | SOLD |
| 8 | AMD CALL | ADVANCED MICRO DEVICES INC | Technology | 500 | $102K | 0.02% | SOLD |
Sector Allocation
Technology
43.0%
Financial Services
20.8%
Energy
12.3%
Consumer Cyclical
6.4%
Consumer Defensive
5.7%
Industrials
4.9%
Communication Services
2.9%
Healthcare
2.8%
Real Estate
0.8%
Utilities
0.4%