Keel Point, LLC Incresed Positions in Q2 2025

Keel Point, LLC

  • $1.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
1.89K
+ 36.76%
$149.23 - $184.95 $282K - $350K
7.04K $1.28M
ACN
Accenture PLC

Technology
2.38K
+ 12.61%
$279.23 - $323.21 $665K - $769K
21.2K $6.35M
CAT
Caterpillar Inc

Industrials
693
+ 23.66%
$273.94 - $388.21 $190K - $269K
3.62K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 0.85%
$498.8 - $620.9 $28.9K - $36K
6.85K $4.25M
IWS
Ishares Russell Midcap Value E

ETFs
3.17K
+ 129.41%
$110.58 - $132.14 $350K - $419K
5.62K $742K
QCOM
Qualcomm Inc

Technology
1.59K
+ 5.28%
$124.66 - $159.48 $198K - $253K
31.7K $5.04M
EFG
Msci Eafe Growth ETF

ETFs
2.12K
+ 13.96%
$89.8 - $112.0 $190K - $237K
17.3K $1.94M
WFC
Wells Fargo & Company

Financial Services
3.68K
+ 26.0%
$60.98 - $80.12 $224K - $295K
17.8K $1.43M
BAC
Bank Of America Corp

Financial Services
3.94K
+ 9.9%
$34.39 - $47.46 $135K - $187K
43.7K $2.07M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.2K
+ 88.55%
$29.12 - $35.84 $297K - $365K
21.7K $777K
VIG
Vanguard Dividend Appreciation

ETFs
2.12K
+ 33.17%
N/A
8.5K $1.55M
AMAT
Applied Materials Inc

Technology
1.13K
+ 24.01%
$126.95 - $183.52 $143K - $206K
5.81K $1.06M
CSCO
Cisco Systems, Inc.

Technology
1.78K
+ 5.48%
$53.19 - $69.38 $94.5K - $123K
34.2K $2.37M
MA
Mastercard Inc

Financial Services
534
+ 10.55%
$479.92 - $590.74 $256K - $315K
5.6K $3.15M
AMD
Advanced Micro Devices Inc

Technology
1.23K
+ 25.06%
$78.21 - $143.81 $96.2K - $177K
6.14K $870K
NOW
Service Now, Inc.

Technology
144
+ 15.62%
$721.65 - $1040.18 $104K - $150K
1.07K $1.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
343
+ 1.26%
$151.62 - $183.47 $52K - $62.9K
27.5K $5.04M
FTNT
Fortinet, Inc.

Technology
3.04K
+ 77.74%
$84.71 - $108.69 $257K - $330K
6.94K $733K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
690
+ 1.83%
$73.02 - $90.22 $50.4K - $62.3K
38.4K $3.43M
SO
Southern CO

Utilities
3.85K
+ 3.78%
$84.91 - $92.56 $327K - $356K
106K $9.71M
AVUV
American Centy ETF Tr Avantis

ETFs
3.57K
+ 87.97%
$75.17 - $91.21 $268K - $326K
7.63K $694K
DY
Dycom Industries Inc

Industrials
24
+ 0.67%
$138.96 - $245.71 $3.34K - $5.9K
3.63K $887K
SONY
Sony Group Corp

Technology
12.2K
+ 48.1%
$21.24 - $26.88 $259K - $328K
37.5K $977K
CTVA
Corteva, Inc.

Basic Materials
3.79K
+ 99.45%
$55.52 - $74.53 $210K - $282K
7.6K $566K
ASML
Asml Holding Nv

Technology
183
+ 15.11%
$595.37 - $815.24 $109K - $149K
1.39K $1.12M
NEM
Newmont Corp

Basic Materials
3.59K
+ 35.83%
$44.18 - $59.46 $158K - $213K
13.6K $791K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.79K
+ 14.88%
$483.48 - $539.8 $863K - $964K
13.8K $6.69M
HWM
Howmet Aerospace Inc.

Industrials
1.05K
+ 62.07%
$112.33 - $186.13 $118K - $195K
2.74K $509K
MS
Morgan Stanley

Financial Services
976
+ 16.55%
$99.83 - $140.86 $97.4K - $137K
6.87K $968K
AZN
Astrazeneca PLC

Healthcare
4.28K
+ 65.6%
$64.87 - $75.0 $278K - $321K
10.8K $755K
SCHW
Schwab Charles Corp

Financial Services
2.06K
+ 31.01%
$69.06 - $91.24 $142K - $188K
8.7K $793K
VFH
Vanguard Financial ETF

ETFs
2K
+ 100.5%
$104.87 - $127.3 $210K - $255K
4K $508K
ETN
Eaton Corp PLC

Industrials
242
+ 11.35%
$246.52 - $356.99 $59.7K - $86.4K
2.38K $847K
GD
General Dynamics Corp

Industrials
771
+ 34.84%
$247.68 - $291.66 $191K - $225K
2.98K $870K
ABT
Abbott Laboratories

Healthcare
1.72K
+ 20.51%
$123.95 - $138.08 $214K - $238K
10.1K $1.38M
COST
Costco Wholesale Corp

Consumer Defensive
149
+ 5.7%
$908.13 - $1056.85 $135K - $157K
2.76K $2.74M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5
+ 0.0%
$26.69 - $33.44 $133 - $167
102K $3.35M
BA
Boeing CO

Industrials
644
+ 19.65%
$136.59 - $217.51 $88K - $140K
3.92K $821K
MLM
Martin Marietta Materials Inc

Basic Materials
384
+ 71.38%
$452.51 - $568.19 $174K - $218K
922 $506K
RTX
Raytheon Technologies Corp

Industrials
689
+ 6.31%
$113.75 - $148.48 $78.4K - $102K
11.6K $1.7M
SAP
Sap Se

Technology
508
+ 19.21%
$237.53 - $309.8 $121K - $157K
3.15K $958K
PG
Procter & Gamble CO

Consumer Defensive
2.59K
+ 17.59%
$157.66 - $172.39 $408K - $446K
17.3K $2.75M
BX
Blackstone Inc.

Financial Services
1.41K
+ 38.77%
$120.07 - $151.11 $169K - $213K
5.05K $755K
TT
Trane Technologies PLC

Industrials
88
+ 4.3%
$315.21 - $437.41 $27.7K - $38.5K
2.14K $933K
NSC
Norfolk Southern Corp

Industrials
419
+ 6.03%
$206.34 - $257.46 $86.5K - $108K
7.37K $1.89M
ECL
Ecolab Inc.

Basic Materials
698
+ 29.7%
$225.65 - $270.95 $158K - $189K
3.05K $821K
ANSS
Ansys Inc

Technology
557
+ 82.89%
$284.19 - $351.22 $158K - $196K
1.23K $431K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.06K
+ 60.18%
$149.76 - $186.42 $158K - $197K
2.82K $524K
USB
Us Bancorp \De\

Financial Services
4.03K
+ 55.88%
$36.4 - $45.76 $147K - $185K
11.3K $509K
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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