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Name: |
Keystone Wealth Services LLC |
City: |
PALM DESERT |
State: |
CA |
Zip: |
92260 |
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Holdings
Found :
12 |
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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 |
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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 |
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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 |
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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 |
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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... |
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CAT |
Caterpillar Inc |
192 |
New |
$356.27 |
$245,000 |
669 |
0.08% |
245,000 |
669 |
0 |
Farm & Construction M... |
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KJAN |
Innovator Russell 2000 Powe... |
191 |
New |
$0.00 |
$245,000 |
6,930 |
0.08% |
245,000 |
6,930 |
0.077 |
N/A |
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LRCX |
Lam Research Corp |
195 |
New |
$912.07 |
$242,000 |
249 |
0.08% |
242,000 |
249 |
0 |
Semiconductor Equipme... |
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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 |
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AVGO |
Broadcom Limited |
210 |
New |
$1,395.29 |
$211,000 |
159 |
0.07% |
211,000 |
159 |
0 |
Semiconductor- Broad... |
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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... |
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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 |
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LOW |
Lowes Companies Inc |
214 |
New |
$231.11 |
$201,000 |
789 |
0.07% |
201,000 |
789 |
0 |
Home Improvement Stores |
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