Keel Point, LLC Sells in Q2 2024

Keel Point, LLC

  • $1.12 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-120K
- 59.04%
$113.43 - $115.88 $13.6M - $13.9M
83.3K $9.62M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-53.8K
- 53.08%
$104.54 - $108.46 $5.63M - $5.84M
47.6K $5.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-85K
- 15.45%
$58.24 - $64.51 $4.95M - $5.48M
465K $29.8M
DIS
Walt Disney CO

Communication Services
-19.3K
- 41.21%
$99.29 - $122.82 $1.92M - $2.37M
27.6K $2.74M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-77.4K
- 61.66%
$35.55 - $38.08 $2.75M - $2.95M
48.1K $1.76M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-36.7K
- 53.22%
$60.46 - $64.81 $2.22M - $2.38M
32.3K $1.99M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-23.9K
- 50.57%
$87.78 - $94.67 $2.1M - $2.27M
23.4K $2.15M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-24.2K
- 31.95%
$81.05 - $81.66 $1.97M - $1.98M
51.7K $4.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
-32.2K
- 58.64%
$57.14 - $58.53 $1.84M - $1.88M
22.7K $1.32M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-35.4K
- 51.9%
$50.22 - $50.48 $1.78M - $1.79M
32.8K $1.66M
FAST
Fastenal CO

Industrials
-3.11K
- 5.38%
$62.84 - $76.63 $195K - $238K
54.6K $3.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.4K
- 26.36%
$70.55 - $72.66 $949K - $977K
37.6K $2.71M
BIBL
Northern Lts Fd Tr Iv

ETFs
-23.4K
- 46.93%
$36.1 - $38.73 $846K - $908K
26.5K $1.01M
SHW
Sherwin Williams CO

Basic Materials
-793
- 5.86%
$291.95 - $338.16 $232K - $268K
12.7K $3.8M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-27.5K
- 54.45%
$28.85 - $31.24 $794K - $860K
23K $678K
IWP
Ishares Russell Mid Cap Growth

ETFs
-6.53K
- 41.51%
$105.7 - $113.43 $690K - $741K
9.2K $1.02M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-24.2K
- 47.99%
$27.5 - $28.16 $666K - $682K
26.3K $735K
AMD
Advanced Micro Devices Inc

Technology
-3.31K
- 41.55%
$144.27 - $183.34 $478K - $607K
4.66K $755K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6.31K
- 4.82%
$272.21 - $298.72 $1.72M - $1.88M
125K $37M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.37K
- 59.16%
$169.76 - $184.45 $571K - $621K
2.32K $423K
SOXX
Ishares Semiconductor ETF

ETFs
-2.95K
- 51.57%
$198.39 - $259.28 $585K - $764K
2.77K $682K
SFBS
Servis First Bancshares, Inc.

Financial Services
-7.14K
- 19.86%
$58.74 - $66.37 $420K - $474K
28.8K $1.82M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-557
- 6.46%
$541.52 - $599.02 $302K - $334K
8.07K $4.46M
ISMD
Northern Lts Fd Tr Iv

ETFs
-13.1K
- 46.94%
$32.98 - $36.17 $432K - $474K
14.8K $513K
SYK
Stryker Corp

Healthcare
-761
- 5.88%
$324.3 - $354.67 $247K - $270K
12.2K $4.14M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.72K
- 58.98%
$237.63 - $258.31 $409K - $444K
1.2K $299K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-18.9K
- 18.01%
$22.12 - $22.75 $418K - $430K
86K $1.94M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.09K
- 18.47%
$37.19 - $39.82 $338K - $362K
40.1K $1.54M
UCBI
United Community Banks Inc

Financial Services
-13.8K
- 45.92%
$24.22 - $26.96 $334K - $371K
16.2K $412K
IBM
International Business Machines Corp

Technology
-745
- 5.41%
$164.43 - $190.9 $123K - $142K
13K $2.25M
ITA
Ishares Tr

ETFs
-2.39K
- 20.57%
$127.05 - $137.39 $304K - $328K
9.23K $1.22M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.04K
- 6.3%
$126.54 - $138.72 $258K - $282K
30.2K $4.14M
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.56K
- 6.32%
$101.08 - $109.91 $259K - $281K
37.9K $3.93M
XLP
Consumer Staples Sector Spdr

ETFs
-3.47K
- 47.81%
$73.08 - $78.4 $254K - $272K
3.79K $290K
CHKP
Check Point Software Technologies LTD

Technology
-1.68K
- 6.83%
$146.79 - $165.0 $246K - $277K
22.9K $3.77M
FISV
Fiserv Inc

Technology
-1.83K
- 5.96%
N/A
28.9K $3.61M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.43K
- 11.64%
$71.74 - $75.86 $174K - $184K
18.4K $1.37M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-5.81K
- 21.45%
$30.89 - $32.89 $180K - $191K
21.3K $675K
DHR
Danaher Corp

Healthcare
-794
- 4.37%
$235.51 - $267.98 $187K - $213K
17.4K $4.34M
BA
Boeing CO

Industrials
-785
- 25.76%
$164.33 - $191.42 $129K - $150K
2.26K $411K
DVY
Ishares Tr

ETFs
-1.22K
- 9.96%
$115.73 - $125.75 $141K - $153K
11K $1.33M
VTI
Vanguard Total Stock Market Et

ETFs
-991
- 8.02%
$245.23 - $269.4 $243K - $267K
11.4K $3.04M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.58K
- 41.9%
$44.06 - $45.49 $158K - $163K
4.96K $222K
GTO
Invesco Actively Managed ETF T

ETFs
-2.61K
- 34.07%
$45.43 - $46.93 $118K - $122K
5.05K $233K
TM
Toyota Motor Corp

Consumer Cyclical
-217
- 13.42%
$193.58 - $246.99 $42K - $53.6K
1.4K $286K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-965
- 32.69%
$112.27 - $120.96 $108K - $117K
1.99K $233K
PLD
Prologis, Inc.

Real Estate
-481
- 15.29%
$101.88 - $127.92 $49K - $61.5K
2.66K $299K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.21K
- 8.09%
$316.15 - $367.33 $1.33M - $1.55M
47.8K $17.4M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-2.54K
- 29.05%
$38.37 - $39.99 $97.5K - $102K
6.2K $246K
Activity Summary
Buys All Purchases 313 New Holdings 83 Increased Positions 230 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Keel Point, LLC Portfolio

Follow Keel Point, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email