KEYNOTE FINANCIAL SERVICES LLC

Q1 2025 13F Holdings

  • Location
    vernon, CT
  • Num holdings

    158

  • Value ($000)

    $140,046

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0002026127
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$9.01M
6 %

40,583

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$8.54M
6 %

40,736

RTX
RTX

RTX CORP

COM
75513E101
$4.02M
3 %

30,332

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC.

CL B NEW
084670702
$4.00M
3 %

7,511

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.93M
3 %

10,461

ABT
ABT

ABBOTT LABORATORIES

COM
002824100
$3.56M
3 %

26,836

T
T

A T & T INC

COM
00206R102
$3.24M
2 %

114,677

SJW
SJW

SJW GROUP

COM
784305104
$2.51M
2 %

45,928

GOOGL
GOOGL

ALPHABET INC.

CAP STK CL A
02079K305
$2.40M
2 %

15,536

OXY
OXY

OCCIDENTAL PETROL CO

COM
674599105
$2.34M
2 %

47,391

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