Long-term investor
Keystone Wealth Services, LLC @keystonewealthservicesll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001866189).
Record
- Tracked since 2025-06-30 (470 days), 292 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months +0.9% · 1 year +1.0% · all +1.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.8% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- 46090E103 · 3.1% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- 78462F103 · 2.2% · long · since 2025-06-30
- STX · 2.0% · long · since 2025-06-30
- 33740F722 · 2.0% · long · since 2025-06-30
- 316092352 · 1.8% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- 33740F748 · 1.7% · long · since 2025-06-30
- 922908363 · 1.7% · long · since 2025-06-30
- 316188309 · 1.5% · long · since 2025-06-30