Keel Point, LLC Purchases in Q3 2025

Keel Point, LLC

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44.2K
+ 10.87%
$567.77 - $614.76 $25.1M - $27.2M
451K $276M
NVDA
Nvidia Corp

Technology
27K
+ 17.11%
$153.3 - $186.58 $4.14M - $5.04M
185K $34.5M
TSLA
Tesla, Inc.

Consumer Cyclical
617
+ 1.14%
$293.94 - $444.72 $181K - $274K
54.8K $24.4M
AAPL
Apple Inc.

Technology
1.94K
+ 1.49%
$202.38 - $256.87 $393K - $498K
132K $33.6M
GLD
Spdr Gold Trust

ETFs
5.79K
+ 6.83%
$300.96 - $355.47 $1.74M - $2.06M
90.7K $32.2M
VEA
Vanguard Ftse Developed Market

ETFs
60.2K
+ 6.67%
$56.02 - $60.3 $3.37M - $3.63M
963K $57.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
40.1K
+ 9.52%
$97.75 - $100.75 $3.92M - $4.04M
461K $46.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
642
+ 0.52%
$339.37 - $366.46 $218K - $235K
125K $45.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.66K
+ 42.74%
$546.99 - $602.2 $2.55M - $2.8M
15.6K $9.34M
GOOG
Alphabet Inc.

Communication Services
561
+ 1.73%
$175.16 - $255.24 $98.3K - $143K
33K $8.04M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
25.8K
New
$71.75 - $79.74 $1.85M - $2.06M
25.8K $2.02M
SLV
I Shares Silver Trust

ETFs
11K
+ 7.24%
$32.73 - $42.5 $361K - $469K
163K $6.91M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
480
+ 0.16%
$72.65 - $78.68 $34.9K - $37.8K
308K $24.2M
AVGO
Broadcom Inc.

Technology
741
+ 2.78%
$264.74 - $369.57 $196K - $274K
27.4K $9.05M
VXF
Vanguard Extended Market ETF

ETFs
2.22K
+ 3.01%
$193.58 - $213.07 $430K - $473K
75.9K $15.9M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
17.7K
+ 18.53%
$59.11 - $67.35 $1.05M - $1.19M
113K $7.51M
ACWI
Ishares Msci Acwi ETF

ETFs
8.72K
+ 33.55%
$128.32 - $138.41 $1.12M - $1.21M
34.7K $4.8M
MSFT
Microsoft Corp

Technology
146
+ 0.25%
$491.09 - $535.64 $71.7K - $78.2K
57.7K $29.9M
EEM
Ishares Msci Emerging Markets

ETFs
4.37K
+ 2.31%
$48.07 - $53.4 $210K - $233K
194K $10.3M
ORCL
Oracle Corp

Technology
927
+ 7.67%
$218.96 - $328.33 $203K - $304K
13K $3.66M
IVV
Ishares Core S&P 500 ETF

ETFs
951
+ 13.89%
$620.67 - $670.08 $590K - $637K
7.8K $5.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
164
+ 1.62%
$404.94 - $499.99 $66.4K - $82K
10.3K $4.99M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.73K
+ 37.0%
$182.33 - $194.5 $680K - $726K
13.8K $2.69M
PLTR
Palantir Technologies Inc.

Technology
250
+ 1.44%
$130.68 - $186.97 $32.7K - $46.7K
17.6K $3.2M
FAST
Fastenal CO

Industrials
707
+ 0.73%
$42.47 - $50.39 $30K - $35.6K
97.8K $4.8M
SHV
Ishares Tr

ETFs
6.32K
+ 189.97%
$110.06 - $110.49 $696K - $699K
9.65K $1.07M
EMB
Ishares Tr

ETFs
6.4K
+ 37.02%
$91.52 - $95.59 $586K - $612K
23.7K $2.25M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
8.67K
+ 42.34%
$65.41 - $69.67 $567K - $604K
29.2K $2.03M
JPM
Jpmorgan Chase & CO

Financial Services
375
+ 1.93%
$282.78 - $316.06 $106K - $119K
19.9K $6.26M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 1.43%
$94.4 - $104.27 $98.3K - $109K
74.1K $7.63M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.9K
+ 8.36%
$24.73 - $25.29 $419K - $428K
220K $5.53M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
19.1K
New
$18.9 - $25.14 $361K - $480K
19.1K $478K
APP
App Lovin Corp

Technology
658
New
$335.1 - $718.54 $220K - $473K
658 $472K
SO
Southern CO

Utilities
1.23K
+ 1.17%
$90.83 - $96.0 $112K - $118K
107K $10.1M
VT
Vanguard Total World Stk Index

ETFs
2.5K
+ 28.92%
$128.41 - $138.03 $321K - $345K
11.1K $1.54M
MRK
Merck & Co., Inc.

Healthcare
1.65K
+ 2.79%
$77.6 - $87.37 $128K - $144K
60.8K $5.1M
VUG
Vanguard Growth ETF

ETFs
140
+ 1.7%
$433.97 - $484.08 $60.8K - $67.8K
8.37K $4.02M
IEFA
Ishares Tr

ETFs
4.21K
+ 47.44%
$81.7 - $87.53 $344K - $369K
13.1K $1.14M
NEM
Newmont Corp

Basic Materials
548
+ 4.03%
$57.35 - $85.25 $31.4K - $46.7K
14.1K $1.19M
XLB
Select Sector Spdr Fd Material

ETFs
4.31K
New
$86.72 - $92.61 $374K - $399K
4.31K $386K
GE
General Electric CO

Industrials
290
+ 4.28%
$244.75 - $305.63 $71K - $88.6K
7.07K $2.13M
XLY
Select Sector Spdr Consumer Di

ETFs
1.26K
+ 43.76%
$216.09 - $242.18 $273K - $306K
4.15K $994K
IEF
Ishares Barclays

ETFs
2.33K
+ 1.16%
$93.91 - $97.26 $219K - $226K
203K $19.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.55K
+ 6.4%
$50.85 - $51.35 $333K - $336K
109K $5.58M
XLU
Utilities Sector Spdr

ETFs
3.3K
+ 30.33%
$81.14 - $87.32 $268K - $289K
14.2K $1.24M
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 0.14%
$303.93 - $329.86 $5.47K - $5.94K
12.8K $4.22M
XOM
Exxon Mobil Corp

Energy
1.7K
+ 6.96%
$105.83 - $117.22 $180K - $199K
26.1K $2.94M
DVN
Devon Energy Corp

Energy
8.8K
New
$31.75 - $36.99 $279K - $325K
8.8K $308K
RBLX
Roblox Corp

Communication Services
2.22K
New
$100.65 - $141.56 $223K - $314K
2.22K $307K
Activity Summary
Buys All Purchases 263 New Holdings 45 Increased Positions 218 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 1 Puts 1
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