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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
VOOVanguard Index Fds
Recent Activity
Increased 3.65%
1.59%
$5.737M
10,873 shares@ $527.67 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.92%
1.34%
$4.828M
107,435 shares@ $44.95 avg price
IUSBIshares Tr
Recent Activity
Increased 0.18%
1.23%
$4.416M
93,717 shares@ $47.12 avg price
FJULFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 13.38%
1.14%
$4.112M
85,476 shares@ $48.11 avg price
QUALIshares Tr
Recent Activity
Increased 3.93%
1.14%
$4.092M
22,822 shares@ $179.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 26.98%
1.05%
$3.782M
20,299 shares@ $186.33 avg price
FBCGFidelity Covington Trust
Recent Activity
Increased 14.94%
0.95%
$3.432M
80,246 shares@ $42.78 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 1.22%
0.86%
$3.097M
62,670 shares@ $49.42 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 6.43%
0.84%
$3.036M
15,328 shares@ $198.07 avg price
QSPTFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.39%
0.68%
$2.426M
90,693 shares@ $26.76 avg price