Keel Point, LLC Incresed Positions in Q1 2025

Keel Point, LLC

  • $1.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INDA
Ishares Msci India Index Fund

ETFs
858
+ 8.79%
$47.8 - $53.4 $41K - $45.8K
10.6K $546K
TRV
Travelers Companies, Inc.

Financial Services
44
+ 5.2%
$232.43 - $265.13 $10.2K - $11.7K
890 $235K
MTD
Mettler Toledo International Inc

Healthcare
34
+ 18.48%
$1177.09 - $1390.0 $40K - $47.3K
218 $257K
CEG
Constellation Energy Corp

Utilities
288
+ 23.82%
$201.63 - $347.44 $58.1K - $100K
1.5K $301K
KMI
Kinder Morgan, Inc.

Energy
722
+ 8.33%
$26.1 - $31.22 $18.8K - $22.5K
9.39K $267K
EW
Edwards Lifesciences Corp

Healthcare
508
+ 10.55%
$67.95 - $76.19 $34.5K - $38.7K
5.32K $385K
MS
Morgan Stanley

Financial Services
633
+ 12.02%
$111.68 - $141.08 $70.7K - $89.3K
5.9K $688K
MPC
Marathon Petroleum Corp

Energy
79
+ 3.26%
$134.72 - $159.03 $10.6K - $12.6K
2.51K $365K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
829
+ 5.36%
$14.13 - $16.72 $11.7K - $13.9K
16.3K $251K
AXP
American Express CO

Financial Services
319
+ 14.73%
$255.39 - $325.87 $81.5K - $104K
2.49K $668K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.04K
+ 1.09%
$19.42 - $19.54 $20.1K - $20.2K
96.4K $1.88M
IRT
Independence Realty Trust, Inc.

Real Estate
62
+ 0.37%
$18.23 - $21.8 $1.13K - $1.35K
16.9K $359K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
8
+ 0.05%
$32.74 - $36.2 $262 - $290
14.9K $521K
PCAR
Paccar Inc

Industrials
388
+ 18.0%
$96.91 - $112.51 $37.6K - $43.7K
2.54K $247K
FDVV
Fidelity High Dividend ETF

ETFs
508
+ 7.34%
$48.86 - $52.28 $24.8K - $26.6K
7.43K $368K
IYR
Ishares Tr

ETFs
43
+ 0.66%
$89.49 - $98.98 $3.85K - $4.26K
6.55K $626K
NOK
Nokia Corp

Technology
1.92K
+ 16.08%
$4.43 - $5.42 $8.48K - $10.4K
13.8K $72K
CDNS
Cadence Design Systems Inc

Technology
257
+ 23.8%
$233.96 - $324.52 $60.1K - $83.4K
1.34K $340K
PH
Parker Hannifin Corp

Industrials
73
+ 6.81%
$591.65 - $707.05 $43.2K - $51.6K
1.15K $695K
USB
Us Bancorp \De\

Financial Services
1.14K
+ 18.78%
$40.92 - $50.9 $46.7K - $58.1K
7.22K $304K
GBDC
Golub Capital Bdc, Inc.

Financial Services
963
+ 2.54%
$14.46 - $15.96 $13.9K - $15.4K
38.8K $587K
UPS
United Parcel Service Inc

Industrials
530
+ 18.29%
$109.66 - $136.26 $58.1K - $72.2K
3.43K $377K
LHX
L3 Harris Technologies, Inc.

Industrials
57
+ 4.45%
$194.65 - $222.86 $11.1K - $12.7K
1.34K $280K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
110
+ 13.22%
$221.78 - $273.45 $24.4K - $30.1K
942 $214K
MASI
Masimo Corp

Healthcare
37
+ 2.79%
$163.55 - $190.63 $6.05K - $7.05K
1.37K $227K
PWR
Quanta Services, Inc.

Industrials
221
+ 27.97%
$236.71 - $358.03 $52.3K - $79.1K
1.01K $256K
VMC
Vulcan Materials CO

Basic Materials
226
+ 11.53%
$220.9 - $277.54 $49.9K - $62.7K
2.19K $509K
WIT
Wipro LTD

Technology
4.15K
+ 27.17%
$3.0 - $3.77 $12.5K - $15.6K
19.4K $59K
XLY
Select Sector Spdr Consumer Di

ETFs
373
+ 14.67%
$192.6 - $233.2 $71.8K - $87K
2.92K $575K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
663
+ 11.56%
$40.03 - $46.81 $26.5K - $31K
6.4K $260K
WDAY
Workday, Inc.

Technology
123
+ 11.1%
$233.53 - $277.82 $28.7K - $34.2K
1.23K $287K
SUB
Ishares Short Term National Mu

ETFs
22
+ 1.13%
$105.3 - $106.24 $2.32K - $2.34K
1.97K $207K
Bitwise Bitcoin ETF Tr
2.15K
+ 51.41%
N/A
6.32K $0
Amc Entmt Hldgs Inc
1
+ 0.0%
N/A
20.3K $0
Ge Vernova Inc
270
+ 24.77%
N/A
1.36K $0
Blackrock Inc
52
+ 7.01%
N/A
794 $0
Victory Portfolios Ii
9.71K
+ 41.54%
N/A
33.1K $0
Canadian Pacific Kansas City
31
+ 0.63%
N/A
4.94K $0
Victory Portfolios Ii
2.88K
+ 35.01%
N/A
11.1K $0
Linde PLC
1.44K
+ 15.76%
N/A
10.6K $0
VUSB
Vanguard Bd Index Fds
42
+ 0.42%
N/A
10.2K $0
Atlassian Corporation
70
+ 7.72%
N/A
977 $0
Fidelity Wise Origin Bitcoin
70
+ 0.52%
N/A
13.6K $0
LEN
Lennar Corp

Consumer Cyclical
316
+ 18.75%
$113.93 - $141.54 $36K - $44.7K
2K $229K
Lam Research Corp
1.44K
+ 26.71%
N/A
6.82K $0
Arista Networks Inc
813
+ 21.06%
N/A
4.67K $0
DFSI
Dimensional ETF Tr Dimen Intl
357
+ 3.19%
N/A
11.6K $0
MUB
Ishares National Muni Bond ETF

ETFs
73
+ 0.88%
$104.71 - $107.69 $7.64K - $7.86K
8.41K $887K
EXPE
Expedia Group, Inc.

Consumer Cyclical
128
+ 10.5%
$157.11 - $206.52 $20.1K - $26.4K
1.35K $226K
Activity Summary
Buys All Purchases 315 New Holdings 51 Increased Positions 264 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 1 Puts 1
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