Keynote Financial Services LLC Reduced Holdings in Q2 2025

Keynote Financial Services LLC

  • $149 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-227
- 0.56%
$172.42 - $223.89 $39.1K - $50.8K
40.4K $8.28B
PG
Procter & Gamble CO

Consumer Defensive
-64
- 0.47%
$157.66 - $172.39 $10.1K - $11K
13.6K $2.16B
XOM
Exxon Mobil Corp

Energy
-150
- 1.34%
$99.93 - $119.04 $15K - $17.9K
11K $1.19B
UNM
Unum Group

Financial Services
-1.49K
- 8.34%
$70.48 - $82.91 $105K - $124K
16.4K $1.32B
CVS
Cvs Health Corp

Healthcare
-2.5K
- 7.73%
$60.04 - $70.18 $150K - $176K
29.9K $2.06B
AGQ
Pro Shares Trust Ii

ETFs
-2.97K
- 17.45%
$33.07 - $50.62 $98.2K - $150K
14.1K $667M
TSN
Tyson Foods, Inc.

Consumer Defensive
-289
- 2.4%
$54.33 - $63.56 $15.7K - $18.4K
11.8K $657M
VZ
Verizon Communications Inc

Communication Services
-338
- 0.76%
$41.67 - $45.62 $14.1K - $15.4K
44K $1.9B
HBI
Hanesbrands Inc.

Consumer Cyclical
-8.24K
- 17.41%
$4.32 - $5.95 $35.6K - $49K
39.1K $179M
LNC
Lincoln National Corp

Financial Services
-800
- 2.52%
$28.95 - $37.27 $23.2K - $29.8K
30.9K $1.07B
MDT
Medtronic PLC

Healthcare
-425
- 5.25%
$80.68 - $88.86 $34.3K - $37.8K
7.67K $669M
OTIS
Otis Worldwide Corp

Industrials
-443
- 14.89%
$90.88 - $104.3 $40.3K - $46.2K
2.53K $251M
MO
Altria Group, Inc.

Consumer Defensive
-300
- 1.17%
$55.56 - $60.91 $16.7K - $18.3K
25.4K $1.49B
HYGV
Flexshares Tr High Yield Value

ETFs
-1.36K
- 14.77%
$38.45 - $41.03 $52.3K - $55.8K
7.85K $322M
RAVI
Flexshares Tr Ready Access Var

ETFs
-638
- 3.1%
$75.04 - $75.51 $47.9K - $48.2K
20K $1.51B
WY
Weyerhaeuser CO

Real Estate
-310
- 2.86%
$24.69 - $29.48 $7.65K - $9.14K
10.5K $271M
ELV
Elevance Health, Inc.

Healthcare
-20
- 2.55%
$372.27 - $452.69 $7.45K - $9.05K
765 $298M
FDX
Fedex Corp

Industrials
-100
- 10.05%
$198.07 - $245.17 $19.8K - $24.5K
895 $203M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 19.53%
$908.13 - $1056.85 $45.4K - $52.8K
206 $204M
V
Visa Inc.

Financial Services
-100
- 11.01%
$308.27 - $373.31 $30.8K - $37.3K
808 $287M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-181
- 12.36%
$136.63 - $176.62 $24.7K - $32K
1.28K $216M
PSX
Phillips 66

Energy
-35
- 0.6%
$92.87 - $125.73 $3.25K - $4.4K
5.83K $695M
SPGI
S&P Global Inc.

Financial Services
-70
- 10.94%
$438.31 - $527.29 $30.7K - $36.9K
570 $301M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-296
- 8.42%
$63.54 - $68.5 $18.8K - $20.3K
3.22K $217M
KO
Coca Cola CO

Consumer Defensive
-118
- 0.8%
$68.37 - $73.9 $8.07K - $8.72K
14.6K $1.04B
Bgc Group Inc
-4.57K
- 17.12%
N/A
22.1K $226M
NWL
Newell Brands Inc.

Consumer Defensive
-816
- 5.31%
$4.48 - $6.27 $3.66K - $5.12K
14.5K $78.5M
T
At&T Inc.

Communication Services
-3.15K
- 2.74%
$26.33 - $28.94 $82.8K - $91K
112K $3.23B
VALE
Vale S.A.

Basic Materials
-393
- 0.92%
$8.26 - $10.1 $3.25K - $3.97K
42.1K $409M
WMT
Walmart Inc.

Consumer Defensive
-720
- 12.64%
$81.79 - $99.98 $58.9K - $72K
4.98K $487M
PFF
Ishares Trust Ishares Pfd And

ETFs
-400
- 3.06%
$29.0 - $30.68 $11.6K - $12.3K
12.7K $389M
AMT
American Tower Corp

Real Estate
-75
- 5.97%
$203.96 - $228.19 $15.3K - $17.1K
1.18K $261M
TFC
Truist Financial Corp

Financial Services
-463
- 8.9%
$34.79 - $42.99 $16.1K - $19.9K
4.74K $204M
CAH
Cardinal Health Inc

Healthcare
-311
- 18.29%
$125.0 - $168.0 $38.9K - $52.2K
1.39K $233M
IVZ
Invesco Ltd.

Financial Services
-347
- 2.87%
$12.14 - $15.77 $4.21K - $5.47K
11.7K $185M
Ally Finl Inc
-316
- 5.3%
N/A
5.65K $220M
Celularity Inc
-1.54K
- 6.17%
N/A
23.5K $46M
QCOM
Qualcomm Inc

Technology
-286
- 2.99%
$124.66 - $159.48 $35.7K - $45.6K
9.27K $1.48B
AQNA
Algonquin Power & Utilities Corp.

Industrials
-1.5K
- 3.5%
N/A
41.4K $237M
GLW
Corning Inc

Technology
-180
- 3.57%
$39.07 - $52.59 $7.03K - $9.47K
4.86K $255M
WFC
Wells Fargo & Company

Financial Services
-125
- 2.96%
$60.98 - $80.12 $7.62K - $10K
4.1K $328M
R
Ryder System Inc

Industrials
-73
- 2.8%
$130.14 - $160.88 $9.5K - $11.7K
2.53K $403M
NDAQ
Nasdaq, Inc.

Financial Services
-300
- 7.3%
$66.4 - $89.42 $19.9K - $26.8K
3.81K $341M
CSCO
Cisco Systems, Inc.

Technology
-542
- 5.43%
$53.19 - $69.38 $28.8K - $37.6K
9.44K $655M
F
Ford Motor CO

Consumer Cyclical
-365
- 0.54%
$8.69 - $10.85 $3.17K - $3.96K
66.9K $726M
MMM
3 M CO

Industrials
-92
- 0.74%
$126.09 - $154.15 $11.6K - $14.2K
12.4K $1.89B
ABT
Abbott Laboratories

Healthcare
-194
- 0.72%
$123.95 - $138.08 $24K - $26.8K
26.6K $3.62B
TSLA
Tesla, Inc.

Consumer Cyclical
-152
- 6.95%
$221.86 - $362.89 $33.7K - $55.2K
2.03K $646M
DIS
Walt Disney CO

Communication Services
-1.05K
- 11.89%
$81.72 - $124.01 $85.8K - $130K
7.78K $965M
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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