News + Filings Holdings
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Keystone Wealth Services, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Innovator ETFs Trust
| POCT | Common | 0 | -28,000 | 0 | -937,160,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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BlackRock Funds III
| TLH | Common | 0 | -7,243 | 0 | -802,327,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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iSHARES TRUST
| FALN | Common | 0 | -14,644 | 0 | -371,524,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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iSHARES TRUST
| IWR | ETF | 0 | -4,110 | 0 | -300,153,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 0 | -7,682 | 0 | -285,678,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 0 | -3,701 | 0 | -274,577,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 0 | -5,924 | 0 | -273,570,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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KIMBERLY CLARK CORP
| KMB | Common | 0 | -1,911 | 0 | -263,840,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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iSHARES TRUST
| IHI | Common | 0 | -4,097 | 0 | -231,325,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Archer-Daniels-Midland Co
| ADM | Common | 0 | -3,060 | 0 | -231,249,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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iSHARES TRUST
| EEM | Common | 0 | -5,827 | 0 | -230,516,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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UNITED PARCEL SERVICE INC
| UPS | Common | 0 | -1,261 | 0 | -225,955,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| DDEC | Common | 0 | -6,570 | 0 | -221,812,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLP | Common | 0 | -2,863 | 0 | -212,349,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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WASTE MANAGEMENT INC
| WM | Common | 0 | -1,218 | 0 | -211,295,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 0 | -918 | 0 | -207,280,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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HONEYWELL INTERNATIONAL INC
| HON | Common | 0 | -970 | 0 | -201,275,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Markforged Holding Corp
| MKFG | Common | 0 | -35,000 | 0 | -42,350,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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