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
SU
Suncor Energy Inc

Energy
1.67K
+ 30.61%
$34.5 - $41.53 $57.6K - $69.3K
7.12K $254K
ADSK
Autodesk, Inc.

Technology
212
+ 9.27%
N/A
2.5K $614K
FAST
Fastenal CO

Industrials
319
+ 0.59%
$69.99 - $84.35 $22.3K - $26.9K
54K $3.88M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.15K
+ 24.99%
$44.33 - $49.55 $50.8K - $56.8K
5.74K $257K
CME
Cme Group Inc.

Financial Services
151
+ 12.2%
$221.17 - $246.02 $33.4K - $37.1K
1.39K $322K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
509
+ 1.94%
$9.95 - $12.23 $5.06K - $6.23K
26.7K $313K
SPGI
S&P Global Inc.

Financial Services
143
+ 10.43%
$480.36 - $529.17 $68.7K - $75.7K
1.51K $754K
AJG
Arthur J. Gallagher & Co.

Financial Services
146
+ 14.64%
$278.49 - $315.16 $40.7K - $46K
1.14K $324K
ROK
Rockwell Automation, Inc

Industrials
84
+ 7.69%
$264.65 - $302.92 $22.2K - $25.4K
1.18K $336K
SCHG
Schwab Strategic Tr Us Large C

ETFs
35.8K
+ 285.37%
$25.93 - $105.3 $929K - $3.77M
48.4K $1.35M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
152
+ 2.14%
$124.61 - $133.96 $18.9K - $20.4K
7.26K $934K
MSCI
Msci Inc.

Financial Services
50
+ 12.63%
$569.09 - $635.99 $28.5K - $31.8K
446 $267K
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 8.62%
$288.47 - $316.54 $86.5K - $95K
3.78K $1.1M
ABT
Abbott Laboratories

Healthcare
348
+ 4.99%
$111.93 - $119.39 $39K - $41.5K
7.32K $827K
ATO
Atmos Energy Corp

Utilities
197
+ 11.29%
$136.41 - $151.43 $26.9K - $29.8K
1.94K $270K
TFC
Truist Financial Corp

Financial Services
409
+ 3.38%
$41.51 - $48.1 $17K - $19.7K
12.5K $543K
TM
Toyota Motor Corp

Consumer Cyclical
11
+ 0.81%
$169.2 - $199.52 $1.86K - $2.19K
1.37K $266K
TDY
Teledyne Technologies Inc

Technology
23
+ 4.52%
$436.59 - $489.24 $10K - $11.3K
532 $246K
AON
Aon PLC

Financial Services
38
+ 5.13%
$344.14 - $393.31 $13.1K - $14.9K
779 $279K
A
Agilent Technologies, Inc.

Healthcare
449
+ 16.67%
$125.69 - $146.56 $56.4K - $65.8K
3.14K $422K
PANW
Palo Alto Networks Inc

Technology
964
+ 100.52%
$181.96 - $405.9 $175K - $391K
1.92K $349K
CB
Chubb LTD

Financial Services
172
+ 7.62%
$271.57 - $301.89 $46.7K - $51.9K
2.43K $671K
HBI
Hanesbrands Inc.

Consumer Cyclical
621
+ 3.41%
$6.91 - $8.91 $4.29K - $5.53K
18.8K $153K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
709
+ 3.77%
$51.54 - $52.55 $36.5K - $37.3K
19.5K $1.01M
AZO
Autozone Inc

Consumer Cyclical
4
+ 4.4%
$2981.19 - $3370.27 $11.9K - $13.5K
95 $304K
DEO
Diageo PLC

Consumer Defensive
323
+ 18.21%
$118.0 - $139.88 $38.1K - $45.2K
2.1K $266K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
793
+ 0.69%
$20.6 - $20.71 $16.3K - $16.4K
116K $2.4M
SPG
Simon Property Group Inc

Real Estate
76
+ 5.74%
$167.23 - $183.84 $12.7K - $14K
1.4K $240K
PWR
Quanta Services, Inc.

Industrials
2
+ 0.25%
$296.05 - $346.6 $592 - $693
790 $249K
FCX
Freeport Mcmoran Inc

Basic Materials
1.93K
+ 38.28%
$38.08 - $50.82 $73.5K - $98.1K
6.97K $265K
CEG
Constellation Energy Corp

Utilities
211
+ 21.14%
$224.28 - $285.52 $47.3K - $60.2K
1.21K $271K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3
+ 1.35%
$1146.59 - $1270.6 $3.44K - $3.81K
225 $266K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.16K
+ 4.49%
$23.42 - $24.2 $27.1K - $28K
26.9K $631K
NKE
Nike, Inc.

Consumer Cyclical
788
+ 20.14%
$73.36 - $89.13 $57.8K - $70.2K
4.7K $355K
TXN
Texas Instruments Inc

Technology
49
+ 0.94%
N/A
5.26K $1.02M
ICL
Icl Group Ltd.

Basic Materials
91
+ 0.73%
$3.92 - $5.13 $357 - $467
12.5K $61K
KLAC
Kla Corp

Technology
129
+ 25.29%
$614.46 - $829.55 $79.3K - $107K
639 $402K
UBS
Ubs Group Ag

Financial Services
389
+ 4.4%
$29.78 - $33.08 $11.6K - $12.9K
9.23K $279K
HLN
Haleon PLC

Healthcare
2.07K
+ 15.16%
$9.23 - $10.71 $19.1K - $22.2K
15.7K $150K
IT
Gartner Inc

Technology
27
+ 5.54%
$481.22 - $551.8 $13K - $14.9K
514 $249K
MUB
Ishares National Muni Bond ETF

ETFs
168
+ 2.06%
$105.78 - $108.7 $17.8K - $18.3K
8.34K $888K
XLE
Energy Sector Spdr

ETFs
270
+ 2.63%
$83.32 - $97.27 $22.5K - $26.3K
10.5K $901K
UNP
Union Pacific Corp

Industrials
311
+ 8.02%
$223.15 - $249.32 $69.4K - $77.5K
4.19K $954K
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 1.44%
$197.36 - $217.3 $5.53K - $6.08K
1.98K $391K
Elevation Series Trust
13.9K
+ 21.71%
N/A
77.9K $0
Hycroft Mining Holding Corp
2.05K
+ 20.5%
N/A
12.1K $0
Ge Vernova Inc
218
+ 25.0%
N/A
1.09K $0
Victory Portfolios Ii
7.65K
+ 48.61%
N/A
23.4K $0
F
Ford Motor CO

Consumer Cyclical
932
+ 6.6%
$9.69 - $11.4 $9.03K - $10.6K
15.1K $149K
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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