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  Name: Keystone Wealth Services LLC
  City: PALM DESERT
  State: CA
  Zip: 92260
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $307,692,000
  Total Value Change : $15,962,000
  Securities Held Change : 3
   
All Securities Held : 220
  New Positions : 12
  Closed Positions : 9
  Increased Positions : 73
  Unchanged Positions : 42
  Decreased Positions : 93

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FBCG)1 Year Chart         FBCG Fidelity Blue Chip Growth ETF 31 New $0.00 $2,326,000 60,470 0.76% 2,326,000 60,470 0.067    N/A
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 51 New $108.33 $1,449,000 13,163 0.47% 1,449,000 13,163 0.015    N/A
   (FESM)1 Year Chart         FESM Fidelity Enhanced Small Cap... 66 New $0.00 $1,133,000 37,716 0.37% 1,133,000 37,716 0.419    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 183 New $168.04 $264,000 1,561 0.09% 264,000 1,561 0.001    Closed - End Fund - E...
   (CAT)1 Year Chart         CAT Caterpillar Inc 192 New $356.27 $245,000 669 0.08% 245,000 669 0    Farm & Construction M...
   (KJAN)1 Year Chart         KJAN Innovator Russell 2000 Powe... 191 New $0.00 $245,000 6,930 0.08% 245,000 6,930 0.077    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 195 New $912.07 $242,000 249 0.08% 242,000 249 0    Semiconductor Equipme...
   (BAPR)1 Year Chart         BAPR Innovator S&p 500 Buffer Etf 209 New $0.00 $211,000 5,269 0.07% 211,000 5,269 0.146    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 210 New $1,395.29 $211,000 159 0.07% 211,000 159 0    Semiconductor- Broad...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 212 New $83.29 $207,000 2,456 0.07% 207,000 2,456 0.001    Closed - End Fund - E...
   (BMAR)1 Year Chart         BMAR Innovator S&p 500 Buffer Et... 213 New $0.00 $202,000 4,857 0.07% 202,000 4,857 0.054    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 214 New $231.11 $201,000 789 0.07% 201,000 789 0    Home Improvement Stores

      12 Records Found
  1    
Page 1 of 1
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