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Shad Lamm

@Keystone Wealth Services, Llc

Latest period2024 - Q3ReportedManaged Assets$361.545MTotal holdings252
Assets growth rate12.5%Assets growth rate (2-Q avg)8.48%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Keystone Wealth Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 252 positions.

Assets under management

The assets under management (AUM) of Keystone Wealth Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 361.545M in assets, with a quarterly growth rate of 12.5% and a 2-quarter average growth rate of 8.48%. The portfolio is managed by Shad Lamm, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 0.93%
9.04%
$32.662M
56,623 shares@ $576.83 avg price
AAPLApple Inc
Recent Activity
Increased 4.85%
4.81%
$17.379M
74,587 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 12.6%
2.91%
$10.495M
24,391 shares@ $430.31 avg price
FJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 0.4%
2.69%
$9.719M
192,377 shares@ $50.52 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 12.02%
2.59%
$9.357M
19,172 shares@ $488.08 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 7.95%
2.47%
$8.919M
15,545 shares@ $573.77 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 1.72%
2.46%
$8.859M
189,538 shares@ $46.74 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 124.09%
2.23%
$8.049M
9,080 shares@ $886.5 avg price
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.19%
2.12%
$7.641M
164,289 shares@ $46.51 avg price
NVDANvidia Corporation
Recent Activity
Increased 150.86%
2.08%
$7.497M
61,734 shares@ $121.45 avg price