Keel Point, LLC Purchases in Q1 2025

Keel Point, LLC

  • $1.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
1.22K
+ 33.68%
$142.64 - $156.42 $174K - $191K
4.85K $727K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
83
+ 36.89%
$1187.71 - $1432.58 $98.6K - $119K
308 $441K
SBUX
Starbucks Corp

Consumer Cyclical
558
+ 3.24%
$91.75 - $115.81 $51.2K - $64.6K
17.8K $1.75M
PHYS
Sprott Physical Gold Trust

Financial Services
159
+ 0.38%
$20.25 - $24.06 $3.22K - $3.83K
41.9K $1.01M
BSX
Boston Scientific Corp

Healthcare
1.15K
+ 26.96%
$89.38 - $106.18 $103K - $122K
5.43K $547K
BA
Boeing CO

Industrials
1.04K
+ 46.16%
$148.15 - $186.25 $153K - $193K
3.28K $558K
WMB
Williams Companies, Inc.

Energy
1.63K
+ 14.62%
$54.02 - $61.09 $87.9K - $99.5K
12.8K $762K
UNH
Unitedhealth Group Inc

Healthcare
94
+ 1.55%
$461.52 - $548.18 $43.4K - $51.5K
6.14K $3.22M
MCK
Mckesson Corp

Healthcare
104
+ 12.71%
$566.21 - $672.99 $58.9K - $70K
922 $620K
SCHW
Schwab Charles Corp

Financial Services
1.69K
+ 33.99%
$71.24 - $83.64 $120K - $141K
6.64K $519K
HBAN
Huntington Bancshares Inc

Financial Services
10.1K
New
$14.28 - $17.39 $144K - $176K
10.1K $151K
WM
Waste Management Inc

Industrials
239
+ 8.26%
$200.54 - $233.78 $47.9K - $55.9K
3.13K $725K
WELL
Welltower Inc.

Real Estate
492
+ 20.09%
$124.05 - $156.86 $61K - $77.2K
2.94K $450K
DE
Deere & CO

Industrials
184
+ 18.91%
$408.57 - $509.27 $75.2K - $93.7K
1.16K $543K
CB
Chubb LTD

Financial Services
210
+ 8.64%
$257.71 - $301.99 $54.1K - $63.4K
2.64K $797K
UNP
Union Pacific Corp

Industrials
371
+ 8.86%
$225.21 - $254.42 $83.6K - $94.4K
4.56K $1.08M
CTAS
Cintas Corp

Industrials
455
+ 41.4%
$182.09 - $208.14 $82.9K - $94.7K
1.55K $319K
CI
Cigna Corp

Healthcare
178
+ 15.61%
$274.49 - $329.0 $48.9K - $58.6K
1.32K $433K
NVS
Novartis Ag

Healthcare
183
+ 2.74%
$97.14 - $115.57 $17.8K - $21.1K
6.87K $766K
XLU
Utilities Sector Spdr

ETFs
1.07K
+ 11.55%
$74.7 - $80.27 $79.6K - $85.6K
10.3K $811K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.81K
+ 16.22%
$210.19 - $243.33 $380K - $440K
12.9K $2.73M
APH
Amphenol Corp

Technology
5.29K
+ 8.53%
$61.62 - $78.55 $326K - $416K
67.3K $4.42M
EFG
Msci Eafe Growth ETF

ETFs
604
+ 4.14%
$96.1 - $106.37 $58K - $64.2K
15.2K $1.52M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.18K
+ 18.22%
$19.43 - $19.62 $101K - $102K
33.6K $658K
C
Citigroup Inc

Financial Services
1.4K
+ 19.46%
$67.23 - $84.63 $93.9K - $118K
8.57K $608K
AWK
American Water Works Company, Inc.

Utilities
396
+ 20.18%
$121.01 - $149.31 $47.9K - $59.1K
2.36K $347K
APD
Air Products & Chemicals, Inc.

Basic Materials
329
+ 30.98%
$283.24 - $338.07 $93.2K - $111K
1.39K $410K
HCA
Hca Healthcare, Inc.

Healthcare
104
+ 7.09%
$296.7 - $345.55 $30.9K - $35.9K
1.57K $542K
AIG
American International Group, Inc.

Financial Services
328
+ 6.32%
$70.5 - $86.94 $23.1K - $28.5K
5.52K $479K
PLD
Prologis, Inc.

Real Estate
726
+ 24.31%
$103.59 - $124.04 $75.2K - $90.1K
3.71K $414K
TDG
Trans Digm Group Inc

Industrials
54
+ 25.71%
$1251.32 - $1394.11 $67.6K - $75.3K
264 $365K
AON
Aon PLC

Financial Services
167
+ 21.44%
$348.44 - $409.32 $58.2K - $68.4K
946 $377K
XLP
Consumer Staples Sector Spdr

ETFs
1.26K
+ 31.76%
N/A
5.24K $398K
BMY
Bristol Myers Squibb CO

Healthcare
1.15K
+ 20.4%
$53.9 - $63.11 $62.1K - $72.7K
6.8K $414K
DUK
Duke Energy Corp

Utilities
410
+ 12.69%
$105.87 - $121.97 $43.4K - $50K
3.64K $443K
FTNT
Fortinet, Inc.

Technology
940
+ 31.71%
$92.49 - $114.57 $86.9K - $108K
3.9K $375K
NEE
Nextera Energy Inc

Utilities
1.47K
+ 12.82%
$66.96 - $76.16 $98.6K - $112K
13K $918K
VTV
Vanguard Value ETF

ETFs
278
+ 2.1%
$167.73 - $179.21 $46.6K - $49.8K
13.5K $2.33M
PSX
Phillips 66

Energy
476
+ 13.91%
$113.93 - $131.55 $54.2K - $62.6K
3.9K $481K
ETR
Entergy Corp

Utilities
263
+ 3.73%
$75.26 - $87.89 $19.8K - $23.1K
7.31K $625K
TXN
Texas Instruments Inc

Technology
454
+ 8.62%
N/A
5.72K $1.11M
AFL
Aflac Inc

Financial Services
210
+ 2.57%
$100.99 - $111.19 $21.2K - $23.3K
8.38K $931K
AZO
Autozone Inc

Consumer Cyclical
7
+ 7.37%
$3193.96 - $3828.11 $22.4K - $26.8K
102 $388K
AEP
American Electric Power CO Inc

Utilities
200
+ 5.44%
$90.32 - $109.27 $18.1K - $21.9K
3.88K $423K
PANW
Palo Alto Networks Inc

Technology
619
+ 32.19%
$167.82 - $208.28 $104K - $129K
2.54K $433K
RSG
Republic Services, Inc.

Industrials
123
+ 9.56%
$200.09 - $242.16 $24.6K - $29.8K
1.41K $341K
BK
Bank Of New York Mellon Corp

Financial Services
749
+ 27.06%
$75.42 - $88.95 $56.5K - $66.6K
3.52K $294K
PAGS
Pag Seguro Digital Ltd.

Technology
10.5K
New
$6.27 - $8.52 $66K - $89.6K
10.5K $80K
ECL
Ecolab Inc.

Basic Materials
150
+ 6.82%
$229.72 - $269.82 $34.5K - $40.5K
2.35K $595K
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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