Keel Point, LLC Purchases in Q3 2024

Keel Point, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VFH
Vanguard Financial ETF

ETFs
2K
New
$99.27 - $111.21 $198K - $222K
2K $219K
HWM
Howmet Aerospace Inc.

Industrials
2.14K
New
$77.3 - $100.22 $166K - $215K
2.14K $214K
PCAR
Paccar Inc

Industrials
2.16K
New
$91.64 - $109.98 $198K - $238K
2.16K $213K
BHP
Bhp Group LTD

Basic Materials
3.42K
New
$51.32 - $62.11 $176K - $213K
3.42K $212K
SHOP
Shopify Inc.

Technology
2.65K
New
$52.26 - $80.75 $138K - $214K
2.65K $211K
JPM
Jpmorgan Chase & CO

Financial Services
385
+ 2.55%
$194.9 - $224.8 $75K - $86.5K
15.5K $3.26M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.59K
New
$41.02 - $46.01 $188K - $211K
4.59K $208K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.62K
New
$49.94 - $57.52 $181K - $208K
3.62K $208K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.47K
New
$79.29 - $84.02 $196K - $207K
2.47K $206K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.38K
New
$112.12 - $149.09 $155K - $206K
1.38K $204K
OXY
Occidental Petroleum Corp

Energy
3.9K
New
$49.91 - $63.73 $195K - $249K
3.9K $201K
CDC
Victory Portfolios Ii Shs Inco

ETFs
3.09K
New
$58.2 - $64.99 $180K - $201K
3.09K $200K
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
VGIT
Vanguard Intermediate Term Tre

ETFs
1.78K
+ 7.86%
$57.8 - $60.8 $103K - $108K
24.5K $1.48M
SPGI
S&P Global Inc.

Financial Services
111
+ 8.81%
$446.32 - $527.38 $49.5K - $58.5K
1.37K $708K
GE
General Electric CO

Industrials
104
+ 2.49%
$156.66 - $189.66 $16.3K - $19.7K
4.29K $808K
AMAT
Applied Materials Inc

Technology
1.29K
+ 36.33%
$174.88 - $254.97 $226K - $330K
4.85K $980K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.26K
+ 6.4%
$19.2 - $19.63 $101K - $103K
87.4K $1.71M
URI
United Rentals, Inc.

Industrials
15
+ 2.01%
$627.41 - $814.1 $9.41K - $12.2K
760 $615K
KKR
Kkr & Co. Inc.

Financial Services
154
+ 3.74%
$104.51 - $133.23 $16.1K - $20.5K
4.27K $557K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.98K
+ 4.51%
$20.47 - $20.71 $102K - $103K
115K $2.38M
SCHV
Schwab Strategic Tr Us Large C

ETFs
93
+ 0.5%
$73.43 - $80.37 $6.83K - $7.47K
18.5K $1.49M
XLU
Utilities Sector Spdr

ETFs
118
+ 1.33%
$67.67 - $80.78 $7.99K - $9.53K
9.02K $728K
BX
Blackstone Inc.

Financial Services
127
+ 3.63%
$120.77 - $159.66 $15.3K - $20.3K
3.63K $555K
XLV
Select Sector Spdr Fund Health

ETFs
345
+ 4.26%
$143.3 - $157.24 $49.4K - $54.2K
8.45K $1.3M
LMT
Lockheed Martin Corp

Industrials
22
+ 2.57%
$460.3 - $584.56 $10.1K - $12.9K
877 $512K
AVIG
American Centy ETF Tr Avantis

ETFs
2.34K
+ 35.13%
$40.41 - $42.73 $94.7K - $100K
9.01K $383K
NOC
Northrop Grumman Corp

Industrials
29
+ 2.85%
$423.73 - $533.14 $12.3K - $15.5K
1.05K $551K
DHI
Horton D R Inc

Consumer Cyclical
188
+ 13.39%
$135.21 - $197.06 $25.4K - $37K
1.59K $303K
DY
Dycom Industries Inc

Industrials
8
+ 0.22%
$165.44 - $197.22 $1.32K - $1.58K
3.62K $711K
PM
Philip Morris International Inc.

Consumer Defensive
66
+ 1.4%
$101.25 - $127.45 $6.68K - $8.41K
4.77K $579K
BIDU
Baidu, Inc.

Communication Services
29
+ 0.56%
$81.0 - $105.29 $2.35K - $3.05K
5.2K $547K
OKE
Oneok Inc

Energy
572
+ 12.23%
$78.62 - $95.27 $45K - $54.5K
5.25K $478K
IEFA
Ishares Tr

ETFs
795
+ 13.27%
$70.09 - $78.74 $55.7K - $62.6K
6.79K $529K
IYR
Ishares Tr

ETFs
2
+ 0.03%
$86.93 - $103.61 $174 - $207
6.5K $662K
MNST
Monster Beverage Corp

Consumer Defensive
1.3K
+ 13.12%
$45.01 - $52.47 $58.4K - $68.1K
11.2K $583K
XOM
Exxon Mobil Corp

Energy
421
+ 2.24%
$109.72 - $119.0 $46.2K - $50.1K
19.2K $2.25M
ODFL
Old Dominion Freight Line, Inc.

Industrials
165
+ 6.71%
$178.41 - $210.18 $29.4K - $34.7K
2.62K $520K
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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