Keel Point, LLC Incresed Positions in Q3 2024

Keel Point, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
TMUS
T Mobile Us, Inc.

Communication Services
189
+ 12.12%
$175.14 - $206.36 $33.1K - $39K
1.75K $360K
AMT
American Tower Corp

Real Estate
36
+ 1.77%
$192.27 - $242.73 $6.92K - $8.74K
2.07K $481K
ODFL
Old Dominion Freight Line, Inc.

Industrials
165
+ 6.71%
$178.41 - $210.18 $29.4K - $34.7K
2.62K $520K
AXP
American Express CO

Financial Services
22
+ 1.09%
$225.92 - $271.17 $4.97K - $5.97K
2.04K $552K
ALL
Allstate Corp

Financial Services
102
+ 4.68%
$158.43 - $192.86 $16.2K - $19.7K
2.28K $432K
XLY
Select Sector Spdr Consumer Di

ETFs
199
+ 8.56%
$170.05 - $200.86 $33.8K - $40K
2.52K $505K
UBER
Uber Technologies, Inc

Technology
475
+ 2.71%
$58.48 - $77.47 $27.8K - $36.8K
18K $1.35M
CB
Chubb LTD

Financial Services
16
+ 0.71%
$252.51 - $292.2 $4.04K - $4.68K
2.26K $650K
INTU
Intuit Inc

Technology
200
+ 14.9%
$602.97 - $670.49 $121K - $134K
1.54K $957K
SHV
Ishares Tr

ETFs
672
+ 9.19%
$110.05 - $110.63 $74K - $74.3K
7.99K $883K
SCHG
Schwab Strategic Tr Us Large C

ETFs
315
+ 2.57%
$92.63 - $105.69 $29.2K - $33.3K
12.6K $1.31M
HTRB
Hartford Fds Total Return Bd E

ETFs
1.16K
+ 5.67%
$33.29 - $35.33 $38.5K - $40.9K
21.6K $754K
SONY
Sony Group Corp

Technology
53
+ 0.96%
$81.61 - $98.65 $4.33K - $5.23K
5.58K $539K
NKE
Nike, Inc.

Consumer Cyclical
263
+ 7.21%
$71.09 - $89.44 $18.7K - $23.5K
3.91K $345K
AMD
Advanced Micro Devices Inc

Technology
363
+ 7.79%
$128.67 - $183.96 $46.7K - $66.8K
5.02K $823K
FVD
First Tr Value Line Divid Inde

ETFs
327
+ 2.97%
$40.45 - $45.49 $13.2K - $14.9K
11.3K $515K
PNC
Pnc Financial Services Group, Inc.

Financial Services
146
+ 11.1%
$156.14 - $187.2 $22.8K - $27.3K
1.46K $270K
MIDD
Middleby Corp

Industrials
39
+ 1.08%
$119.13 - $144.82 $4.65K - $5.65K
3.66K $508K
AZO
Autozone Inc

Consumer Cyclical
16
+ 21.33%
$2815.0 - $3212.87 $45K - $51.4K
91 $286K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.14K
+ 23.04%
$44.65 - $47.21 $51K - $54K
6.1K $285K
VT
Vanguard Total World Stk Index

ETFs
20
+ 0.23%
$107.72 - $119.96 $2.15K - $2.4K
8.55K $1.02M
IWY
Ishares Tr Russell 200 Growth

ETFs
5
+ 0.05%
$194.66 - $225.97 $973 - $1.13K
11.1K $2.45M
WDAY
Workday, Inc.

Technology
156
+ 15.81%
$207.75 - $264.68 $32.4K - $41.3K
1.14K $279K
ETN
Eaton Corp PLC

Industrials
67
+ 3.6%
$272.52 - $333.02 $18.3K - $22.3K
1.93K $638K
BMY
Bristol Myers Squibb CO

Healthcare
104
+ 2.12%
$39.66 - $51.75 $4.12K - $5.38K
5.01K $259K
XLI
Industrial Sector Spdr

ETFs
183
+ 8.15%
$120.56 - $135.44 $22.1K - $24.8K
2.43K $328K
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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