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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
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.15%
$532,882
2,653 shares@ $200.87 avg price
LMTLockheed Martin Corp
Recent Activity
New Position
0.15%
$522,689
894 shares@ $584.67 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.15%
$520,478
5,928 shares@ $87.8 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.14%
$486,343
6,021 shares@ $80.78 avg price
JGROJ P Morgan Exchange Traded F
Recent Activity
New Position
0.13%
$454,591
5,913 shares@ $76.88 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.13%
$443,252
1,637 shares@ $270.78 avg price
EPDEnterprise Prods Partners L
Recent Activity
New Position
0.12%
$418,867
14,389 shares@ $29.12 avg price
AAPRInnovator Etfs Trust
Recent Activity
New Position
0.12%
$402,267
15,342 shares@ $26.22 avg price
LNWLight & Wonder Inc
Recent Activity
New Position
0.1%
$340,056
3,748 shares@ $90.73 avg price
UNHUnitedhealth Group Inc
Recent Activity
New Position
0.1%
$325,877
557 shares@ $585.06 avg price