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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
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.29%
$1.045M
34,953 shares@ $29.89 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.29%
$1.022M
18,604 shares@ $54.94 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
New Position
0.26%
$928,843
8,079 shares@ $114.98 avg price
RTHVaneck Etf Trust
Recent Activity
New Position
0.21%
$750,103
3,438 shares@ $218.19 avg price
CGBLCapital Group Core Balanced
Recent Activity
New Position
0.2%
$693,781
22,344 shares@ $31.05 avg price
NETCloudflare Inc
Recent Activity
New Position
0.19%
$669,203
8,273 shares@ $80.9 avg price
AXPAmerican Express Co
Recent Activity
New Position
0.19%
$651,247
2,401 shares@ $271.24 avg price
BCALCalifornia Bancorp
Recent Activity
New Position
0.18%
$617,290
41,737 shares@ $14.79 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.17%
$583,240
9,847 shares@ $59.24 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
New Position
0.16%
$548,649
10,733 shares@ $51.12 avg price