KEYNOTE FINANCIAL SERVICES LLC

Q4 2024 13F Holdings

  • Location
    vernon, CT
  • Num holdings

    152

  • Value ($000)

    $130,372

  • Date Filed
    02/05/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$10.37M
8 %

41,423

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$7.29M
6 %

40,999

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.40M
3 %

10,446

RTX
RTX

RTX CORP

COM
75513E101
$3.52M
3 %

30,386

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC.

CL B NEW
084670702
$3.34M
3 %

7,358

ABT
ABT

ABBOTT LABORATORIES

COM
002824100
$3.05M
2 %

26,936

GOOGL
GOOGL

ALPHABET INC.

CAP STK CL A
02079K305
$2.92M
2 %

15,438

T
T

A T & T INC

COM
00206R102
$2.63M
2 %

115,518

PG
PG

PROCTER & GAMBLE

COM
742718109
$2.29M
2 %

13,645

PFE
PFE

PFIZER INC

COM
717081103
$2.25M
2 %

84,994

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