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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
FEXFirst Tr Lrge Cp Core Alpha
Recent Activity
Decreased -3.45%
0.66%
$2.371M
22,757 shares@ $104.17 avg price
PSXPhillips 66
Recent Activity
Decreased -2.11%
0.63%
$2.272M
17,283 shares@ $131.45 avg price
MUBIshares Tr
Recent Activity
Decreased -3.43%
0.6%
$2.145M
19,750 shares@ $108.63 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.29%
0.57%
$2.032M
35,970 shares@ $56.49 avg price
SPBOSpdr Ser Tr
Recent Activity
Decreased -4.13%
0.54%
$1.932M
64,327 shares@ $30.04 avg price
TLTIshares Tr
Recent Activity
Decreased -0.46%
0.52%
$1.878M
19,143 shares@ $98.1 avg price
PMARInnovator Etfs Trust
Recent Activity
Decreased -5.01%
0.52%
$1.856M
47,282 shares@ $39.26 avg price
QJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -8.06%
0.51%
$1.818M
67,321 shares@ $27.01 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -0.77%
0.48%
$1.711M
65,467 shares@ $26.14 avg price
DNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.13%
0.41%
$1.467M
34,789 shares@ $42.17 avg price