Keel Point, LLC Purchases in Q4 2024

Keel Point, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
469
+ 13.63%
$51.76 - $64.71 $24.3K - $30.3K
3.91K $208K
PG
Procter & Gamble CO

Consumer Defensive
352
+ 2.79%
$161.05 - $179.7 $56.7K - $63.3K
13K $2.17M
GE
General Electric CO

Industrials
491
+ 11.45%
$159.95 - $194.23 $78.5K - $95.4K
4.78K $797K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
648
+ 1.18%
$81.68 - $82.93 $52.9K - $53.7K
55.5K $4.55M
ACN
Accenture PLC

Technology
58
+ 0.31%
$343.9 - $376.86 $19.9K - $21.9K
19K $6.69M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
24
+ 0.29%
$41.17 - $43.34 $988 - $1.04K
8.3K $343K
VTV
Vanguard Value ETF

ETFs
322
+ 2.49%
$168.32 - $181.87 $54.2K - $58.6K
13.2K $2.24M
VNQ
Vanguard Specialized Funds Van

ETFs
2.33K
+ 8.79%
$87.85 - $98.6 $205K - $230K
28.8K $2.57M
VT
Vanguard Total World Stk Index

ETFs
42
+ 0.49%
$117.09 - $123.07 $4.92K - $5.17K
8.6K $1.01M
URI
United Rentals, Inc.

Industrials
92
+ 12.11%
$704.44 - $880.32 $64.8K - $81K
852 $600K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
330
+ 1.85%
$9.25 - $10.62 $3.05K - $3.5K
18.2K $176K
AVDV
American Centy ETF Tr Avantis

ETFs
19
+ 0.59%
$63.85 - $70.4 $1.21K - $1.34K
3.22K $209K
FVD
First Tr Value Line Divid Inde

ETFs
46
+ 0.41%
$43.4 - $46.7 $2K - $2.15K
11.4K $496K
COP
Conocophillips

Energy
132
+ 2.29%
$95.12 - $114.72 $12.6K - $15.1K
5.89K $584K
CNI
Canadian National Railway CO

Industrials
161
+ 6.25%
$100.62 - $117.12 $16.2K - $18.9K
2.74K $277K
RIO
Rio Tinto PLC

Basic Materials
342
+ 9.68%
$58.59 - $71.15 $20K - $24.3K
3.88K $227K
AWK
American Water Works Company, Inc.

Utilities
111
+ 6.0%
$123.83 - $146.07 $13.7K - $16.2K
1.96K $244K
AVIV
American Centy ETF Tr Avantis
26
+ 0.39%
$51.24 - $55.81 $1.33K - $1.45K
6.63K $344K
MTD
Mettler Toledo International Inc

Healthcare
16
+ 9.52%
$1160.67 - $1498.12 $18.6K - $24K
184 $225K
XLU
Utilities Sector Spdr

ETFs
204
+ 2.26%
$74.89 - $82.93 $15.3K - $16.9K
9.23K $698K
NXPI
Nxp Semiconductors N.V.

Technology
64
+ 4.74%
$207.27 - $255.58 $13.3K - $16.4K
1.41K $293K
XYL
Xylem Inc.

Industrials
93
+ 4.08%
$116.02 - $137.45 $10.8K - $12.8K
2.37K $275K
MPC
Marathon Petroleum Corp

Energy
148
+ 6.49%
$131.65 - $174.84 $19.5K - $25.9K
2.43K $338K
PLD
Prologis, Inc.

Real Estate
213
+ 7.68%
$101.4 - $126.96 $21.6K - $27K
2.99K $315K
GIS
General Mills Inc

Consumer Defensive
71
+ 1.73%
$62.78 - $74.62 $4.46K - $5.3K
4.17K $265K
PSX
Phillips 66

Energy
167
+ 5.13%
$110.35 - $138.93 $18.4K - $23.2K
3.42K $389K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
207
+ 1.41%
$33.39 - $37.66 $6.91K - $7.8K
14.9K $497K
CAT
Caterpillar Inc

Industrials
95
+ 3.63%
$360.37 - $416.88 $34.2K - $39.6K
2.71K $983K
IEFA
Ishares Tr

ETFs
126
+ 1.86%
$70.06 - $77.43 $8.83K - $9.76K
6.91K $485K
NOC
Northrop Grumman Corp

Industrials
24
+ 2.3%
$466.52 - $543.88 $11.2K - $13.1K
1.07K $501K
AFL
Aflac Inc

Financial Services
82
+ 1.01%
$100.37 - $115.27 $8.23K - $9.45K
8.17K $845K
SCHV
Schwab Strategic Tr Us Large C

ETFs
36.4K
+ 196.18%
$25.79 - $80.4 $938K - $2.92M
54.9K $1.43M
ABBV
Abb Vie Inc.

Healthcare
633
+ 6.57%
$164.99 - $203.87 $104K - $129K
10.3K $1.83M
EFG
Msci Eafe Growth ETF

ETFs
723
+ 5.22%
$96.83 - $106.88 $70K - $77.3K
14.6K $1.41M
AMT
American Tower Corp

Real Estate
122
+ 5.9%
$179.4 - $232.01 $21.9K - $28.3K
2.19K $401K
LEN
Lennar Corp

Consumer Cyclical
4
+ 0.24%
$136.2 - $188.96 $545 - $756
1.69K $229K
DFAI
Dimensional ETF Tr

ETFs
459
+ 1.19%
$29.0 - $31.6 $13.3K - $14.5K
39.1K $1.14M
NEE
Nextera Energy Inc

Utilities
723
+ 6.72%
$69.77 - $85.43 $50.4K - $61.8K
11.5K $823K
QCOM
Qualcomm Inc

Technology
2.09K
+ 7.52%
$150.4 - $178.04 $314K - $372K
29.9K $4.59M
IEF
Ishares Barclays

ETFs
3.84K
+ 4.39%
$92.08 - $98.18 $353K - $377K
91.2K $8.43M
BAND
Bandwidth Inc.

Technology
1
+ 0.0%
$16.89 - $21.84 $16.9 - $21.8
300K $5.11M
ADBE
Adobe Inc.

Technology
51
+ 2.14%
$437.39 - $552.96 $22.3K - $28.2K
2.43K $1.08M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.2K
+ 1.5%
$183.23 - $199.79 $220K - $240K
81.2K $15M
LOW
Lowes Companies Inc

Consumer Cyclical
526
+ 4.48%
$244.52 - $284.07 $129K - $149K
12.3K $3.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
39.2K
+ 100.5%
$18.41 - $40.87 $722K - $1.6M
78.2K $1.45M
ELV
Elevance Health, Inc.

Healthcare
54
+ 4.5%
$365.96 - $514.62 $19.8K - $27.8K
1.25K $463K
UBER
Uber Technologies, Inc

Technology
1.61K
+ 8.94%
$59.93 - $86.34 $96.4K - $139K
19.6K $1.18M
NEM
Newmont Corp

Basic Materials
287
+ 1.98%
$37.0 - $58.68 $10.6K - $16.8K
14.8K $549K
LLY
Eli Lilly & CO

Healthcare
104
+ 3.59%
$727.2 - $932.06 $75.6K - $96.9K
3K $2.32M
Activity Summary
Buys All Purchases 260 New Holdings 35 Increased Positions 225 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 1 Puts 0
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