Keel Point, LLC Purchases in Q4 2024

Keel Point, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19.8K
+ 5.83%
$521.84 - $558.82 $10.3M - $11.1M
360K $194M
SPY
Spdr S&P 500 ETF Trust

ETFs
20.2K
+ 16.68%
$567.81 - $607.81 $11.5M - $12.3M
141K $82.7M
TSLA
Tesla, Inc.

Consumer Cyclical
290
+ 0.57%
$213.65 - $479.86 $62K - $139K
50.8K $20.5M
AMZN
Amazon Com Inc

Consumer Cyclical
12.4K
+ 13.92%
$180.88 - $232.93 $2.25M - $2.89M
102K $22.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
48.1K
+ 131.35%
$71.75 - $75.11 $3.45M - $3.61M
84.7K $6.09M
AAPL
Apple Inc.

Technology
4.08K
+ 3.84%
$221.69 - $259.02 $904K - $1.06M
110K $27.6M
GLD
Spdr Gold Trust

ETFs
11.2K
+ 13.26%
$236.59 - $257.5 $2.65M - $2.89M
95.7K $23.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 0.44%
$4100.99 - $5300.34 $57.4K - $74.2K
3.19K $15.8M
XLI
Industrial Sector Spdr

ETFs
17.6K
+ 724.29%
$131.76 - $143.99 $2.32M - $2.53M
20K $2.64M
GOOGL
Alphabet Inc.

Communication Services
3.23K
+ 5.03%
$161.86 - $196.66 $523K - $636K
67.4K $12.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.14K
+ 31.38%
$481.22 - $538.17 $1.51M - $1.69M
13.2K $6.72M
AVGO
Broadcom Inc.

Technology
2.81K
+ 18.86%
$159.67 - $250.0 $448K - $702K
17.7K $4.1M
NVDA
Nvidia Corp

Technology
507
+ 0.49%
$117.0 - $148.88 $59.3K - $75.5K
104K $14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
56.3K
+ 15.52%
$75.1 - $82.99 $4.22M - $4.67M
419K $31.7M
IVV
Ishares Core S&P 500 ETF

ETFs
2.14K
+ 45.21%
$570.51 - $610.59 $1.22M - $1.31M
6.89K $4.05M
VUG
Vanguard Growth ETF

ETFs
2.65K
+ 52.58%
$378.79 - $428.11 $1M - $1.13M
7.68K $3.15M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
17.2K
New
$52.1 - $57.26 $895K - $984K
17.2K $896K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11K
+ 20.88%
$61.68 - $67.87 $678K - $746K
63.6K $3.96M
GBDC
Golub Capital Bdc, Inc.

Financial Services
37.8K
New
$14.69 - $15.67 $556K - $593K
37.8K $573K
PLTR
Palantir Technologies Inc.

Technology
764
+ 5.79%
$36.46 - $82.38 $27.9K - $62.9K
13.9K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
258
+ 1.67%
$205.18 - $250.29 $52.9K - $64.6K
15.7K $3.77M
VO
Vanguard Mid Cap ETF

ETFs
1.77K
+ 120.31%
$261.5 - $284.63 $462K - $502K
3.23K $853K
MSFT
Microsoft Corp

Technology
2.01K
+ 4.24%
$406.35 - $454.46 $818K - $915K
49.5K $20.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
16.6K
+ 13.18%
$99.04 - $109.59 $1.64M - $1.81M
142K $14.2M
IWN
Ishares Russell2000 Val ETF

ETFs
2.39K
New
$162.69 - $181.35 $389K - $433K
2.39K $392K
BAC
Bank Of America Corp

Financial Services
5.68K
+ 18.57%
$39.22 - $47.77 $223K - $271K
36.3K $1.59M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
18.5K
+ 11.38%
$24.55 - $25.16 $453K - $465K
181K $4.45M
APH
Amphenol Corp

Technology
1.32K
+ 2.18%
$62.07 - $75.35 $82.1K - $99.6K
62.1K $4.31M
MA
Mastercard Inc

Financial Services
359
+ 8.69%
$491.3 - $536.15 $176K - $192K
4.49K $2.37M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.5K
+ 138.88%
$19.42 - $19.76 $321K - $326K
28.4K $553K
CSCO
Cisco Systems, Inc.

Technology
2.14K
+ 7.61%
$52.45 - $60.02 $112K - $128K
30.2K $1.79M
LMT
Lockheed Martin Corp

Industrials
780
+ 88.94%
$479.66 - $614.62 $374K - $479K
1.66K $805K
IAU
Ishares Gold Trust

ETFs
5.88K
+ 108.53%
$48.37 - $52.65 $284K - $310K
11.3K $559K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
436
+ 5.1%
$172.07 - $207.36 $75K - $90.4K
8.98K $1.77M
CCJ
Cameco Corp

Energy
5.4K
New
$48.64 - $61.14 $263K - $330K
5.4K $277K
WFC
Wells Fargo & Company

Financial Services
2.17K
+ 26.13%
$54.98 - $77.35 $119K - $168K
10.5K $736K
AXON
Axon Enterprise, Inc.

Industrials
431
New
$399.22 - $689.78 $172K - $297K
431 $256K
VOT
Vanguard Mid Cap Growth Index

ETFs
511
+ 4.15%
$241.48 - $274.89 $123K - $140K
12.8K $3.26M
INTU
Intuit Inc

Technology
384
+ 24.9%
$602.01 - $706.25 $231K - $271K
1.93K $1.21M
KKR
Kkr & Co. Inc.

Financial Services
1.21K
+ 28.38%
$129.87 - $162.87 $157K - $197K
5.48K $810K
VTI
Vanguard Total Stock Market Et

ETFs
557
+ 4.31%
$280.04 - $302.45 $156K - $168K
13.5K $3.9M
COST
Costco Wholesale Corp

Consumer Defensive
197
+ 9.51%
$873.59 - $994.69 $172K - $196K
2.27K $2.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.5K
+ 5.17%
$96.64 - $101.23 $1.88M - $1.97M
396K $38.4M
KMI
Kinder Morgan, Inc.

Energy
8.67K
New
$22.59 - $28.54 $196K - $247K
8.67K $237K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.73K
New
$111.62 - $139.44 $193K - $242K
1.73K $236K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
18K
New
$12.74 - $14.23 $229K - $256K
18K $233K
TRGP
Targa Resources Corp.

Energy
1.29K
New
$150.58 - $207.69 $193K - $267K
1.29K $229K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.16K
+ 13.46%
$116.4 - $138.52 $135K - $160K
9.74K $1.24M
NOW
Service Now, Inc.

Technology
93
+ 12.02%
$867.18 - $1148.42 $80.6K - $107K
867 $919K
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
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