Keel Point, LLC Purchases in Q1 2025

Keel Point, LLC

  • $1.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40.5K
+ 11.24%
$507.05 - $563.67 $20.5M - $22.8M
401K $206M
VEA
Vanguard Ftse Developed Market

ETFs
75.1K
+ 11.34%
$47.4 - $52.99 $3.56M - $3.98M
737K $37.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
102K
New
$49.42 - $50.43 $5.06M - $5.17M
102K $5.12M
XLF
Financial Sector Spdr

ETFs
77.4K
+ 61.89%
$47.32 - $52.19 $3.66M - $4.04M
202K $10.1M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
59.1K
+ 161.73%
$53.35 - $58.68 $3.15M - $3.47M
95.6K $5.36M
IEF
Ishares Barclays

ETFs
28.3K
+ 31.05%
$91.17 - $95.39 $2.58M - $2.7M
119K $11.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.4K
+ 4.65%
$95.85 - $99.25 $1.77M - $1.83M
415K $41M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
30.7K
+ 70.8%
$69.15 - $74.69 $2.13M - $2.3M
74.1K $5.31M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
82.4K
+ 104.07%
$22.25 - $23.0 $1.83M - $1.89M
161K $3.71M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
54.1K
+ 113.29%
$26.71 - $31.58 $1.45M - $1.71M
102K $3.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
+ 12.51%
$442.66 - $534.52 $590K - $713K
12K $6.39M
SO
Southern CO

Utilities
6.15K
+ 6.43%
$80.96 - $92.96 $498K - $572K
102K $9.37M
BBAX
J P Morgan Betabuilders Develo

ETFs
30.3K
+ 222.35%
$48.21 - $51.59 $1.46M - $1.57M
44K $2.14M
JNJ
Johnson & Johnson

Healthcare
3.48K
+ 11.16%
$142.06 - $167.7 $494K - $583K
34.6K $5.74M
META
Meta Platforms, Inc.

Communication Services
1.91K
+ 16.14%
$576.36 - $736.67 $1.1M - $1.41M
13.7K $7.91M
SLV
I Shares Silver Trust

ETFs
2.38K
+ 1.43%
$26.93 - $31.32 $64.1K - $74.5K
168K $5.21M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
13.5K
New
$55.23 - $64.6 $746K - $872K
13.5K $834K
SQ
Block, Inc.

Technology
14.5K
New
$54.04 - $92.95 $782K - $1.35M
14.5K $828K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.67K
+ 3.29%
$182.82 - $196.21 $488K - $524K
83.9K $15.8M
IBM
International Business Machines Corp

Technology
1.05K
+ 7.4%
$217.4 - $264.74 $229K - $279K
15.3K $3.8M
XOM
Exxon Mobil Corp

Energy
3.79K
+ 21.44%
$105.44 - $118.93 $400K - $451K
21.5K $2.56M
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 0.01%
$142.8 - $176.36 $286 - $353
27.1K $4.68M
MRK
Merck & Co., Inc.

Healthcare
11.3K
+ 27.55%
$83.01 - $101.02 $938K - $1.14M
52.3K $4.7M
JPM
Jpmorgan Chase & CO

Financial Services
2.12K
+ 13.48%
$225.19 - $279.95 $477K - $593K
17.8K $4.38M
LLY
Eli Lilly & CO

Healthcare
532
+ 17.73%
$725.72 - $929.72 $386K - $495K
3.53K $2.92M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13
+ 0.01%
$97.25 - $104.79 $1.26K - $1.36K
142K $14.8M
ABBV
Abb Vie Inc.

Healthcare
1.2K
+ 11.72%
$169.2 - $216.66 $204K - $261K
11.5K $2.41M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
22.4K
+ 12.4%
$24.5 - $24.95 $549K - $559K
203K $5.03M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.13K
New
$106.46 - $114.75 $547K - $589K
5.13K $565K
ROP
Roper Technologies Inc

Industrials
12
+ 0.17%
$502.71 - $593.81 $6.03K - $7.13K
7.12K $4.2M
KO
Coca Cola CO

Consumer Defensive
3.28K
+ 13.02%
$60.81 - $72.32 $199K - $237K
28.5K $2.04M
UBER
Uber Technologies, Inc

Technology
3K
+ 15.3%
$63.17 - $81.49 $190K - $245K
22.6K $1.65M
XLE
Energy Sector Spdr

ETFs
4.08K
+ 38.7%
$85.7 - $93.96 $349K - $383K
14.6K $1.36M
MA
Mastercard Inc

Financial Services
571
+ 12.71%
$504.67 - $576.31 $288K - $329K
5.06K $2.78M
CVX
Chevron Corp

Energy
1.59K
+ 26.41%
$146.71 - $167.97 $234K - $267K
7.62K $1.27M
KHC
Kraft Heinz CO

Consumer Defensive
13.1K
New
$28.51 - $32.22 $373K - $422K
13.1K $398K
COST
Costco Wholesale Corp

Consumer Defensive
345
+ 15.2%
$890.62 - $1076.86 $307K - $372K
2.61K $2.47M
BSCU
Invesco Exc Self Ind Tr

ETFs
22.9K
New
$16.2 - $16.64 $372K - $382K
22.9K $380K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.6K
+ 81.53%
$56.12 - $68.15 $258K - $314K
10.2K $695K
AVUV
American Centy ETF Tr Avantis

ETFs
4.06K
New
$84.95 - $100.62 $345K - $408K
4.06K $353K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.88K
New
$179.71 - $192.06 $338K - $361K
1.88K $346K
T
At&T Inc.

Communication Services
4.02K
+ 9.66%
$21.56 - $28.28 $86.6K - $114K
45.6K $1.29M
PM
Philip Morris International Inc.

Consumer Defensive
1.2K
+ 30.42%
$117.15 - $158.79 $141K - $191K
5.15K $817K
OXY
Occidental Petroleum Corp

Energy
6.8K
New
$45.45 - $52.7 $309K - $358K
6.8K $335K
PG
Procter & Gamble CO

Consumer Defensive
1.73K
+ 13.3%
$158.56 - $176.26 $274K - $304K
14.7K $2.5M
GE
General Electric CO

Industrials
794
+ 16.61%
$168.59 - $212.13 $134K - $168K
5.57K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
719
+ 19.01%
$279.74 - $321.29 $201K - $231K
4.5K $1.41M
AMGN
Amgen Inc

Healthcare
575
+ 23.33%
$258.59 - $327.36 $149K - $188K
3.04K $947K
TTE
Total Energies Se

Energy
4.23K
New
N/A
4.23K $290K
Activity Summary
Buys All Purchases 315 New Holdings 51 Increased Positions 264 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 1 Puts 1
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