Keel Point, LLC Purchases in Q2 2025

Keel Point, LLC

  • $1.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.2K
+ 1.55%
$456.74 - $568.03 $2.83M - $3.52M
407K $231M
VEA
Vanguard Ftse Developed Market

ETFs
166K
+ 22.52%
$45.65 - $57.01 $7.58M - $9.46M
903K $51.5M
NVDA
Nvidia Corp

Technology
37.4K
+ 31.03%
$94.31 - $157.99 $3.53M - $5.91M
158K $25M
MSFT
Microsoft Corp

Technology
5.89K
+ 11.4%
$354.56 - $497.45 $2.09M - $2.93M
57.6K $28.6M
IEF
Ishares Barclays

ETFs
81.3K
+ 68.01%
$93.15 - $96.56 $7.57M - $7.85M
201K $19.2M
HD
Home Depot, Inc.

Consumer Cyclical
14.4K
+ 180.8%
$335.24 - $380.78 $4.81M - $5.47M
22.3K $8.17M
AMZN
Amazon Com Inc

Consumer Cyclical
5.54K
+ 5.07%
$167.32 - $223.3 $927K - $1.24M
115K $25.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.1K
+ 3.4%
$72.96 - $90.39 $954K - $1.18M
398K $35.6M
XLK
Technology Sector Spdr

ETFs
9.49K
+ 30.8%
$179.73 - $253.23 $1.7M - $2.4M
40.3K $10.2M
AVGO
Broadcom Inc.

Technology
3.9K
+ 17.13%
$146.29 - $275.65 $571K - $1.08M
26.7K $7.36M
INTU
Intuit Inc

Technology
2.77K
+ 122.0%
$544.07 - $787.63 $1.51M - $2.18M
5.04K $3.97M
ISRG
Intuitive Surgical Inc

Healthcare
2.25K
+ 8.27%
$451.58 - $565.94 $1.02M - $1.27M
29.4K $16M
GOOGL
Alphabet Inc.

Communication Services
4.82K
+ 6.82%
$144.7 - $178.6 $697K - $860K
75.5K $13.3M
XLC
Select Sector Spdr Tr Communic

ETFs
16.2K
+ 255.69%
$86.13 - $108.53 $1.4M - $1.76M
22.6K $2.45M
CASY
Caseys General Stores Inc

Consumer Cyclical
3.48K
New
$415.82 - $510.91 $1.45M - $1.78M
3.48K $1.78M
SYK
Stryker Corp

Healthcare
3.68K
+ 29.2%
$337.37 - $395.63 $1.24M - $1.46M
16.3K $6.45M
IFRA
Ishares Tr

ETFs
34.8K
New
$40.97 - $49.19 $1.42M - $1.71M
34.8K $1.71M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
72.1K
+ 44.65%
$22.54 - $23.17 $1.63M - $1.67M
234K $5.37M
KO
Coca Cola CO

Consumer Defensive
23.3K
+ 81.87%
$68.37 - $73.9 $1.59M - $1.72M
51.8K $3.66M
CTAS
Cintas Corp

Industrials
7.1K
+ 457.01%
$190.11 - $227.66 $1.35M - $1.62M
8.66K $1.93M
URI
United Rentals, Inc.

Industrials
1.89K
+ 203.44%
$551.94 - $753.4 $1.05M - $1.43M
2.83K $2.13M
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 0.9%
$1794.73 - $2613.63 $30.5K - $44.4K
1.91K $4.99M
JPM
Jpmorgan Chase & CO

Financial Services
1.64K
+ 9.18%
$210.28 - $289.91 $344K - $475K
19.5K $5.65M
MGC
Vanguard Mega Cap ETF

ETFs
503
+ 1.04%
$179.23 - $224.92 $90.2K - $113K
49.1K $11M
V
Visa Inc.

Financial Services
3.22K
+ 13.32%
$308.27 - $373.31 $993K - $1.2M
27.4K $9.73M
EEM
Ishares Msci Emerging Markets

ETFs
6.12K
+ 3.34%
$38.52 - $48.28 $236K - $296K
189K $9.13M
IGM
Ishares Expanded Tech Sector E

ETFs
9.75K
New
$79.8 - $112.34 $778K - $1.1M
9.75K $1.1M
UNM
Unum Group

Financial Services
13.4K
New
$70.48 - $82.91 $946K - $1.11M
13.4K $1.08M
ORCL
Oracle Corp

Technology
924
+ 8.27%
$122.82 - $218.63 $113K - $202K
12.1K $2.64M
PLTR
Palantir Technologies Inc.

Technology
2.03K
+ 13.3%
$74.01 - $144.25 $150K - $293K
17.3K $2.36M
VIS
Vanguard Industrial ETF

ETFs
3.8K
New
$220.04 - $280.07 $836K - $1.06M
3.8K $1.06M
UBER
Uber Technologies, Inc

Technology
6.16K
+ 27.24%
$64.62 - $93.3 $398K - $575K
28.8K $2.68M
XLV
Select Sector Spdr Fund Health

ETFs
8.1K
+ 163.58%
$128.77 - $144.3 $1.04M - $1.17M
13K $1.76M
WMT
Walmart Inc.

Consumer Defensive
2.68K
+ 3.81%
$81.79 - $99.98 $219K - $268K
73K $7.14M
SJM
J M Smucker CO

Consumer Defensive
8.9K
New
$94.41 - $118.52 $840K - $1.05M
8.9K $874K
IBM
International Business Machines Corp

Technology
567
+ 3.71%
$221.03 - $294.78 $125K - $167K
15.8K $4.67M
FISV
Fiserv Inc

Technology
6.92K
+ 29.94%
N/A
30K $3.76M
IWM
Ishares Russell 2000 ETF

ETFs
3.34K
+ 54.92%
$174.82 - $215.79 $585K - $722K
9.43K $2.04M
GOOG
Alphabet Inc.

Communication Services
793
+ 2.5%
$146.58 - $180.01 $116K - $143K
32.5K $5.76M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.22K
+ 15.22%
$141.37 - $228.57 $173K - $280K
9.26K $2.1M
PEP
Pepsico Inc

Consumer Defensive
6.12K
+ 126.19%
$128.02 - $151.37 $783K - $926K
11K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.05K
+ 1.46%
$96.84 - $99.46 $585K - $601K
421K $41.8M
DIS
Walt Disney CO

Communication Services
510
+ 2.02%
$81.72 - $124.01 $41.7K - $63.2K
25.7K $3.19M
D
Dominion Energy, Inc

Utilities
11.5K
+ 293.1%
$49.66 - $58.0 $571K - $667K
15.4K $872K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.63K
+ 3.49%
$90.56 - $109.49 $238K - $288K
78.2K $8.54M
POWL
Powell Industries Inc

Industrials
3.01K
New
$159.38 - $211.34 $480K - $636K
3.01K $633K
GE
General Electric CO

Industrials
1.21K
+ 21.64%
$166.81 - $257.39 $201K - $310K
6.78K $1.74M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.66K
+ 48.39%
$57.14 - $72.68 $380K - $484K
20.4K $1.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
495
+ 0.59%
$166.82 - $194.23 $82.6K - $96.1K
84.4K $16.4M
Activity Summary
Buys All Purchases 352 New Holdings 60 Increased Positions 292 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 1 Puts 1
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