KEYNOTE FINANCIAL SERVICES LLC - Portfolio overview

KEYNOTE FINANCIAL SERVICES LLC has 183 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.98%
2. VUSB - VANGUARD BD INDEX FNDS, 4.62%
3. ABBV - ABBVIE INC, 4.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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