KEYNOTE FINANCIAL SERVICES LLC

Q2 2025 13F Holdings

  • Location
    vernon, CT
  • Num holdings

    162

  • Value ($000)

    $148,749

  • Date Filed
    08/07/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$8.28 M
6 %

40,356

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$7.59 M
5 %

40,880

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.11 M
3 %

10,278

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC.

CL B NEW
084670702
$4.59 M
3 %

9,452

RTX
RTX

RTX CORP

COM
75513E101
$4.37 M
3 %

29,919

ABT
ABT

ABBOTT LABORATORIES

COM
002824100
$3.62 M
2 %

26,642

T
T

A T & T INC

COM
00206R102
$3.23 M
2 %

111,531

GOOGL
GOOGL

ALPHABET INC.

CAP STK CL A
02079K305
$3.07 M
2 %

17,427

VUSB
VUSB

VANGUARD BD INDEX FNDS

VANGUARD ULTRA
92203C303
$2.78 M
2 %

55,740

SJW
SJW

H20 AMERICA

COM
784305104
$2.40 M
2 %

46,134

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