Key Bridge Compliance, LLC
Q3 2023 13F Holdings
- Locationcovington, KY
- Num holdings
114
- Value ($000)
$319,451
- Date Filed10/13/2023
- Form type13F-HR
- CIK0001986042
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $28.36M | 9 % | 66,351 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $22.60M | 7 % | 90,618 | ||
IJJ ISHARES TR | S&P MC 400VL ETF | 464287705 | $15.84M | 5 % | 156,930 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $13.32M | 4 % | 265,093 | ||
AAPL APPLE INC | COM | 037833100 | $13.30M | 4 % | 77,691 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $10.11M | 3 % | 398,018 | ||
LLY ELI LILLY & CO | COM | 532457108 | $9.52M | 3 % | 17,721 | ||
TJX COS INC NEW | COM | 872540109 | $9.34M | 3 % | 105,095 | ||
OXY OCCIDENTAL PETE CORP | COM | 674599105 | $9.29M | 3 % | 143,168 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $8.97M | 3 % | 53,177 |
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