Keel Point, LLC Incresed Positions in Q4 2024

Keel Point, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHYS
Sprott Physical Gold Trust

Financial Services
8.21K
+ 24.47%
$19.66 - $21.66 $161K - $178K
41.8K $841K
SLV
I Shares Silver Trust

ETFs
17.7K
+ 11.91%
$26.33 - $31.74 $465K - $561K
166K $4.37M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
234
+ 1.73%
$58.32 - $85.45 $13.6K - $20K
13.8K $1.02M
MRVL
Marvell Technology, Inc.

Technology
275
+ 8.88%
$70.31 - $124.78 $19.3K - $34.3K
3.37K $372K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.95K
+ 9.09%
$19.38 - $19.58 $154K - $156K
95.3K $1.85M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.62K
+ 9.73%
$35.45 - $40.33 $164K - $186K
52.1K $1.87M
TMUS
T Mobile Us, Inc.

Communication Services
519
+ 29.69%
$206.1 - $246.94 $107K - $128K
2.27K $500K
TJX
Tjx Companies Inc

Consumer Cyclical
966
+ 19.18%
$112.15 - $127.2 $108K - $123K
6K $725K
AMP
Ameriprise Financial Inc

Financial Services
144
+ 16.74%
$473.15 - $574.01 $68.1K - $82.7K
1K $534K
BX
Blackstone Inc.

Financial Services
312
+ 8.6%
$148.45 - $199.05 $46.3K - $62.1K
3.94K $679K
FDVV
Fidelity High Dividend ETF

ETFs
2.49K
+ 56.0%
$49.66 - $52.63 $123K - $131K
6.93K $345K
SOXX
Ishares Semiconductor ETF

ETFs
1.13K
+ 13.78%
$211.27 - $239.8 $239K - $271K
9.35K $2.01M
ETR
Entergy Corp

Utilities
3.89K
+ 122.92%
$73.19 - $156.4 $285K - $608K
7.05K $534K
MU
Micron Technology Inc

Technology
2.21K
+ 62.24%
$84.16 - $113.41 $186K - $250K
5.75K $484K
VB
Vanguard Small Cap ETF

ETFs
407
+ 7.36%
$233.76 - $261.58 $95.1K - $106K
5.94K $1.43M
IBM
International Business Machines Corp

Technology
587
+ 4.3%
$204.9 - $238.04 $120K - $140K
14.2K $3.13M
SAP
Sap Se

Technology
259
+ 9.4%
$218.13 - $255.54 $56.5K - $66.2K
3.01K $741K
SHOP
Shopify Inc.

Technology
375
+ 14.18%
$78.14 - $119.49 $29.3K - $44.8K
3.02K $321K
TOST
Toast, Inc.

Technology
326
+ 2.73%
$27.43 - $43.54 $8.94K - $14.2K
12.3K $447K
CDNS
Cadence Design Systems Inc

Technology
266
+ 32.68%
$249.1 - $324.54 $66.3K - $86.3K
1.08K $324K
EW
Edwards Lifesciences Corp

Healthcare
976
+ 25.43%
$64.54 - $75.92 $63K - $74.1K
4.81K $356K
FCNCA
First Citizens Bancshares Inc

Financial Services
32
+ 25.0%
$1818.92 - $2353.08 $58.2K - $75.3K
160 $338K
BA
Boeing CO

Industrials
309
+ 15.99%
$138.14 - $180.72 $42.7K - $55.8K
2.24K $396K
GS
Goldman Sachs Group Inc

Financial Services
52
+ 6.12%
$486.1 - $608.57 $25.3K - $31.6K
902 $516K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
790
+ 4.66%
$55.73 - $66.16 $44K - $52.3K
17.7K $1.07M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.33K
+ 38.2%
$44.87 - $46.86 $105K - $109K
8.44K $378K
BKR
Baker Hughes CO

Energy
1.19K
+ 13.87%
$35.98 - $44.88 $42.8K - $53.4K
9.77K $400K
AXP
American Express CO

Financial Services
127
+ 6.23%
$267.35 - $305.57 $34K - $38.8K
2.17K $642K
PH
Parker Hannifin Corp

Industrials
128
+ 13.56%
$621.74 - $709.46 $79.6K - $90.8K
1.07K $681K
PNC
Pnc Financial Services Group, Inc.

Financial Services
361
+ 24.71%
$178.39 - $215.0 $64.4K - $77.6K
1.82K $351K
ALL
Allstate Corp

Financial Services
350
+ 15.34%
$181.25 - $208.2 $63.4K - $72.9K
2.63K $507K
IEMG
Ishares Inc

ETFs
1.38K
+ 2.4%
N/A
58.8K $3.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
129
+ 34.58%
$563.99 - $620.12 $72.8K - $80K
502 $285K
MCK
Mckesson Corp

Healthcare
20
+ 2.51%
$482.27 - $628.5 $9.65K - $12.6K
818 $466K
HD
Home Depot, Inc.

Consumer Cyclical
494
+ 6.57%
$385.02 - $431.37 $190K - $213K
8.01K $3.12M
COF
Capital One Financial Corp

Financial Services
123
+ 7.25%
$145.19 - $192.01 $17.9K - $23.6K
1.82K $324K
VOX
Vanguard Communication Service

ETFs
237
+ 7.11%
$144.31 - $163.57 $34.2K - $38.8K
3.57K $553K
XLY
Select Sector Spdr Consumer Di

ETFs
20
+ 0.79%
$194.8 - $239.43 $3.9K - $4.79K
2.54K $570K
VCIT
Vanguard Intermediate Term Cor

ETFs
897
+ 36.35%
$80.13 - $83.77 $71.9K - $75.1K
3.37K $270K
CPRT
Copart Inc

Consumer Cyclical
624
+ 12.03%
$51.36 - $63.8 $32K - $39.8K
5.81K $333K
BSX
Boston Scientific Corp

Healthcare
457
+ 11.97%
$83.62 - $91.5 $38.2K - $41.8K
4.28K $381K
BMY
Bristol Myers Squibb CO

Healthcare
642
+ 12.82%
$51.92 - $59.94 $33.3K - $38.5K
5.65K $319K
SONY
Sony Group Corp

Technology
22.6K
+ 404.66%
$17.53 - $96.8 $396K - $2.19M
28.2K $596K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.41K
+ 32.64%
$34.13 - $37.35 $82.4K - $90.1K
9.81K $334K
IRT
Independence Realty Trust, Inc.

Real Estate
3.3K
+ 24.25%
$18.78 - $22.01 $61.9K - $72.5K
16.9K $334K
FTNT
Fortinet, Inc.

Technology
59
+ 2.03%
$76.49 - $99.21 $4.51K - $5.85K
2.96K $280K
AIG
American International Group, Inc.

Financial Services
768
+ 17.36%
$70.0 - $79.22 $53.8K - $60.8K
5.19K $378K
VMC
Vulcan Materials CO

Basic Materials
161
+ 8.95%
$237.95 - $292.31 $38.3K - $47.1K
1.96K $504K
OKE
Oneok Inc

Energy
48
+ 0.91%
$92.28 - $117.05 $4.43K - $5.62K
5.3K $531K
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
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