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
WELL
Welltower Inc.

Real Estate
35
+ 1.45%
$123.11 - $139.3 $4.31K - $4.88K
2.45K $308K
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.05%
$104.94 - $106.2 $105 - $106
1.95K $205K
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.2K
+ 98.59%
$25.33 - $51.16 $259K - $523K
20.6K $532K
AEP
American Electric Power CO Inc

Utilities
336
+ 10.05%
$90.91 - $102.21 $30.5K - $34.3K
3.68K $339K
CARR
Carrier Global Corp

Industrials
1.03K
+ 17.21%
$66.69 - $82.65 $68.8K - $85.2K
7.02K $479K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.06%
$90.66 - $99.46 $363 - $398
6.35K $577K
TDG
Trans Digm Group Inc

Industrials
19
+ 9.95%
$1239.0 - $1442.53 $23.5K - $27.4K
210 $266K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11
+ 0.08%
$20.08 - $20.61 $221 - $227
13.4K $270K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
257
+ 6.97%
$58.88 - $64.8 $15.1K - $16.7K
3.94K $232K
ACGL
Arch Capital Group Ltd.

Financial Services
367
+ 18.14%
$88.71 - $114.86 $32.6K - $42.2K
2.39K $220K
SAN
Banco Santander, S.A.

Financial Services
1.27K
+ 5.16%
$4.49 - $5.05 $5.7K - $6.41K
25.9K $118K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
76
+ 0.25%
$50.37 - $50.6 $3.83K - $3.85K
30.4K $1.53M
DUK
Duke Energy Corp

Utilities
127
+ 4.09%
$105.76 - $120.76 $13.4K - $15.3K
3.23K $348K
ROL
Rollins Inc

Consumer Cyclical
262
+ 5.1%
$46.35 - $51.59 $12.1K - $13.5K
5.4K $250K
O
Realty Income Corp

Real Estate
469
+ 13.63%
$51.76 - $64.71 $24.3K - $30.3K
3.91K $208K
PG
Procter & Gamble CO

Consumer Defensive
352
+ 2.79%
$161.05 - $179.7 $56.7K - $63.3K
13K $2.17M
GE
General Electric CO

Industrials
491
+ 11.45%
$159.95 - $194.23 $78.5K - $95.4K
4.78K $797K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
648
+ 1.18%
$81.68 - $82.93 $52.9K - $53.7K
55.5K $4.55M
ACN
Accenture PLC

Technology
58
+ 0.31%
$343.9 - $376.86 $19.9K - $21.9K
19K $6.69M
VT
Vanguard Total World Stk Index

ETFs
42
+ 0.49%
$117.09 - $123.07 $4.92K - $5.17K
8.6K $1.01M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
24
+ 0.29%
$41.17 - $43.34 $988 - $1.04K
8.3K $343K
VTV
Vanguard Value ETF

ETFs
322
+ 2.49%
$168.32 - $181.87 $54.2K - $58.6K
13.2K $2.24M
VNQ
Vanguard Specialized Funds Van

ETFs
2.33K
+ 8.79%
$87.85 - $98.6 $205K - $230K
28.8K $2.57M
URI
United Rentals, Inc.

Industrials
92
+ 12.11%
$704.44 - $880.32 $64.8K - $81K
852 $600K
ADI
Analog Devices Inc

Technology
104
+ 4.76%
$206.35 - $236.48 $21.5K - $24.6K
2.29K $486K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
330
+ 1.85%
$9.25 - $10.62 $3.05K - $3.5K
18.2K $176K
AVDV
American Centy ETF Tr Avantis

ETFs
19
+ 0.59%
$63.85 - $70.4 $1.21K - $1.34K
3.22K $209K
FVD
First Tr Value Line Divid Inde

ETFs
46
+ 0.41%
$43.4 - $46.7 $2K - $2.15K
11.4K $496K
COP
Conocophillips

Energy
132
+ 2.29%
$95.12 - $114.72 $12.6K - $15.1K
5.89K $584K
CNI
Canadian National Railway CO

Industrials
161
+ 6.25%
$100.62 - $117.12 $16.2K - $18.9K
2.74K $277K
RIO
Rio Tinto PLC

Basic Materials
342
+ 9.68%
$58.59 - $71.15 $20K - $24.3K
3.88K $227K
AWK
American Water Works Company, Inc.

Utilities
111
+ 6.0%
$123.83 - $146.07 $13.7K - $16.2K
1.96K $244K
AVIV
American Centy ETF Tr Avantis
26
+ 0.39%
$51.24 - $55.81 $1.33K - $1.45K
6.63K $344K
MTD
Mettler Toledo International Inc

Healthcare
16
+ 9.52%
$1160.67 - $1498.12 $18.6K - $24K
184 $225K
XLU
Utilities Sector Spdr

ETFs
204
+ 2.26%
$74.89 - $82.93 $15.3K - $16.9K
9.23K $698K
NXPI
Nxp Semiconductors N.V.

Technology
64
+ 4.74%
$207.27 - $255.58 $13.3K - $16.4K
1.41K $293K
XYL
Xylem Inc.

Industrials
93
+ 4.08%
$116.02 - $137.45 $10.8K - $12.8K
2.37K $275K
MPC
Marathon Petroleum Corp

Energy
148
+ 6.49%
$131.65 - $174.84 $19.5K - $25.9K
2.43K $338K
PLD
Prologis, Inc.

Real Estate
213
+ 7.68%
$101.4 - $126.96 $21.6K - $27K
2.99K $315K
GIS
General Mills Inc

Consumer Defensive
71
+ 1.73%
$62.78 - $74.62 $4.46K - $5.3K
4.17K $265K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
207
+ 1.41%
$33.39 - $37.66 $6.91K - $7.8K
14.9K $497K
PSX
Phillips 66

Energy
167
+ 5.13%
$110.35 - $138.93 $18.4K - $23.2K
3.42K $389K
CAT
Caterpillar Inc

Industrials
95
+ 3.63%
$360.37 - $416.88 $34.2K - $39.6K
2.71K $983K
IEFA
Ishares Tr

ETFs
126
+ 1.86%
$70.06 - $77.43 $8.83K - $9.76K
6.91K $485K
NOC
Northrop Grumman Corp

Industrials
24
+ 2.3%
$466.52 - $543.88 $11.2K - $13.1K
1.07K $501K
AFL
Aflac Inc

Financial Services
82
+ 1.01%
$100.37 - $115.27 $8.23K - $9.45K
8.17K $845K
SCHV
Schwab Strategic Tr Us Large C

ETFs
36.4K
+ 196.18%
$25.79 - $80.4 $938K - $2.92M
54.9K $1.43M
EFG
Msci Eafe Growth ETF

ETFs
723
+ 5.22%
$96.83 - $106.88 $70K - $77.3K
14.6K $1.41M
ABBV
Abb Vie Inc.

Healthcare
633
+ 6.57%
$164.99 - $203.87 $104K - $129K
10.3K $1.83M
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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