Keel Point, LLC Incresed Positions in Q3 2024

Keel Point, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43.2K
+ 14.54%
$475.2 - $527.7 $20.5M - $22.8M
340K $180M
VEA
Vanguard Ftse Developed Market

ETFs
36.6K
+ 5.88%
$47.6 - $53.31 $1.74M - $1.95M
660K $34.8M
VXF
Vanguard Extended Market ETF

ETFs
15K
+ 24.54%
$163.98 - $182.92 $2.46M - $2.75M
76.2K $13.9M
AAPL
Apple Inc.

Technology
4.92K
+ 4.86%
$207.23 - $234.82 $1.02M - $1.15M
106K $24.7M
GLD
Spdr Gold Trust

ETFs
2.02K
+ 2.45%
$215.56 - $246.98 $435K - $498K
84.5K $20.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.7K
+ 31.15%
$105.53 - $118.34 $1.86M - $2.09M
74.4K $8.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
296
+ 0.06%
$60.84 - $67.51 $18K - $20K
465K $31.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.62K
+ 621.25%
$162.83 - $179.16 $1.4M - $1.54M
10K $1.79M
IWM
Ishares Russell 2000 ETF

ETFs
5.23K
+ 49.22%
$200.87 - $224.6 $1.05M - $1.17M
15.9K $3.5M
META
Meta Platforms, Inc.

Communication Services
948
+ 8.29%
$453.41 - $572.44 $430K - $543K
12.4K $7.09M
SO
Southern CO

Utilities
802
+ 0.85%
$77.0 - $90.52 $61.8K - $72.6K
94.9K $8.56M
SOXX
Ishares Semiconductor ETF

ETFs
5.45K
+ 196.71%
$199.29 - $265.49 $1.09M - $1.45M
8.22K $1.89M
WMT
Walmart Inc.

Consumer Defensive
77
+ 0.1%
$66.91 - $81.4 $5.15K - $6.27K
79.5K $6.42M
UNH
Unitedhealth Group Inc

Healthcare
1.16K
+ 25.77%
$488.01 - $604.18 $567K - $701K
5.67K $3.31M
IEF
Ishares Barclays

ETFs
4.74K
+ 5.74%
$92.67 - $99.14 $439K - $470K
87.3K $8.57M
IBM
International Business Machines Corp

Technology
620
+ 4.76%
$175.1 - $223.38 $109K - $138K
13.6K $3.02M
LOW
Lowes Companies Inc

Consumer Cyclical
392
+ 3.45%
$213.3 - $270.78 $83.6K - $106K
11.7K $3.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
182
+ 2.25%
$531.86 - $624.21 $96.8K - $114K
8.25K $5.1M
VTI
Vanguard Total Stock Market Et

ETFs
1.55K
+ 13.6%
$255.18 - $283.2 $395K - $438K
12.9K $3.66M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.21K
+ 2.65%
$114.73 - $120.23 $253K - $265K
85.5K $10.2M
JNJ
Johnson & Johnson

Healthcare
259
+ 0.78%
$145.48 - $167.38 $37.7K - $43.4K
33.4K $5.41M
DHR
Danaher Corp

Healthcare
128
+ 0.74%
$239.25 - $280.76 $30.6K - $35.9K
17.5K $4.87M
SLV
I Shares Silver Trust

ETFs
6.96K
+ 4.93%
$24.33 - $29.38 $169K - $205K
148K $4.21M
VNQ
Vanguard Specialized Funds Van

ETFs
843
+ 3.28%
$82.97 - $98.97 $69.9K - $83.4K
26.5K $2.58M
SYK
Stryker Corp

Healthcare
484
+ 3.97%
$315.94 - $371.96 $153K - $180K
12.7K $4.57M
XLF
Financial Sector Spdr

ETFs
200
+ 0.22%
$40.84 - $45.74 $8.17K - $9.15K
90K $4.08M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.23K
+ 6.25%
$81.31 - $83.29 $262K - $269K
54.9K $4.56M
ABBV
Abb Vie Inc.

Healthcare
473
+ 5.16%
$163.84 - $199.33 $77.5K - $94.3K
9.64K $1.9M
BAND
Bandwidth Inc.

Technology
7.14K
+ 2.44%
$14.93 - $22.82 $107K - $163K
300K $5.26M
VOT
Vanguard Mid Cap Growth Index

ETFs
591
+ 5.04%
$218.05 - $243.47 $129K - $144K
12.3K $3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.07K
+ 2.08%
$57.32 - $62.65 $61.4K - $67.1K
52.6K $3.28M
IVV
Ishares Core S&P 500 ETF

ETFs
210
+ 4.63%
$520.18 - $576.82 $109K - $121K
4.74K $2.74M
HCA
Hca Healthcare, Inc.

Healthcare
273
+ 17.64%
$315.12 - $406.43 $86K - $111K
1.82K $740K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
18
+ 0.13%
$41.77 - $67.84 $752 - $1.22K
13.5K $863K
KO
Coca Cola CO

Consumer Defensive
390
+ 1.57%
$62.69 - $73.01 $24.4K - $28.5K
25.2K $1.81M
RTX
Raytheon Technologies Corp

Industrials
116
+ 1.11%
$99.55 - $123.34 $11.5K - $14.3K
10.6K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
385
+ 2.55%
$194.9 - $224.8 $75K - $86.5K
15.5K $3.26M
COST
Costco Wholesale Corp

Consumer Defensive
146
+ 7.58%
$801.83 - $917.05 $117K - $134K
2.07K $1.84M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.59K
+ 2.26%
$24.39 - $25.28 $87.4K - $90.6K
162K $4.08M
TPHD
Timothy Plan High Divid Stk Et

ETFs
3.04K
+ 9.9%
$34.67 - $37.7 $105K - $115K
33.7K $1.27M
AFL
Aflac Inc

Financial Services
51
+ 0.63%
$88.52 - $111.8 $4.51K - $5.7K
8.09K $904K
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.52%
$245.82 - $304.51 $4.42K - $5.48K
3.48K $1.06M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.06K
+ 2.27%
$32.65 - $36.69 $34.5K - $38.7K
47.5K $1.73M
VZ
Verizon Communications Inc

Communication Services
1.83K
+ 7.83%
$38.89 - $45.0 $71.2K - $82.4K
25.2K $1.13M
GILD
Gilead Sciences, Inc.

Healthcare
1.37K
+ 40.27%
$66.59 - $83.99 $91.1K - $115K
4.77K $399K
DVY
Ishares Tr

ETFs
72
+ 0.65%
$119.99 - $135.74 $8.64K - $9.77K
11.1K $1.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
30
+ 0.07%
$51.0 - $57.07 $1.53K - $1.71K
43K $2.39M
PH
Parker Hannifin Corp

Industrials
85
+ 9.9%
$501.01 - $635.92 $42.6K - $54.1K
944 $596K
PLTR
Palantir Technologies Inc.

Technology
58
+ 0.44%
$24.09 - $37.95 $1.4K - $2.2K
13.2K $490K
Activity Summary
Buys All Purchases 221 New Holdings 30 Increased Positions 191 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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