Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Keynote Financial Services Llc > Profile

Instuitional Investor - Keynote Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Keynote Financial Services Llc
Portfolio Value $178,845,408
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 37,817 $10,280,943 5.75%
2.
Abbvie Inc.
 ABBV 39,413 $9,005,536 5.04%
3.
Vanguard Bd Index Fnds - VANGUARD ULTRA
 147,214 $7,337,146 4.1%
4.
Berkshire Hathaway Inc
 BRK.A 10,515 $5,285,365 2.96%
5.
Rtx Corp
 RTX 28,360 $5,201,193 2.91%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.