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
NOC
Northrop Grumman Corp

Industrials
114
+ 10.36%
$456.3 - $540.39 $52K - $61.6K
1.21K $606K
DALI
First Tr ETF Vi Dorseywright D

ETFs
190
+ 1.25%
$21.18 - $26.48 $4.02K - $5.03K
15.4K $408K
AMT
American Tower Corp

Real Estate
142
+ 4.91%
$203.96 - $228.19 $29K - $32.4K
3.03K $670K
UBS
Ubs Group Ag

Financial Services
346
+ 3.78%
$26.12 - $33.82 $9.04K - $11.7K
9.49K $320K
AVIV
American Centy ETF Tr Avantis
39
+ 0.59%
$50.27 - $62.84 $1.96K - $2.45K
6.67K $415K
COP
Conocophillips

Energy
1.39K
+ 23.84%
$82.66 - $106.1 $115K - $147K
7.22K $647K
WELL
Welltower Inc.

Real Estate
208
+ 7.07%
$136.49 - $155.22 $28.4K - $32.3K
3.15K $484K
KMI
Kinder Morgan, Inc.

Energy
833
+ 8.87%
$25.21 - $29.4 $21K - $24.5K
10.2K $300K
DFAT
Dimensional ETF Tr U S Target

ETFs
23
+ 0.18%
$44.8 - $53.97 $1.03K - $1.24K
12.6K $681K
MCO
Moodys Corp

Financial Services
9
+ 1.31%
$396.7 - $501.59 $3.57K - $4.51K
694 $348K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
23
+ 5.0%
$468.22 - $566.51 $10.8K - $13K
483 $273K
AEP
American Electric Power CO Inc

Utilities
449
+ 11.58%
$98.59 - $109.11 $44.3K - $49K
4.33K $448K
PAGS
Pag Seguro Digital Ltd.

Technology
447
+ 4.25%
$7.61 - $10.03 $3.4K - $4.48K
11K $105K
ROL
Rollins Inc

Consumer Cyclical
238
+ 5.4%
$50.65 - $58.58 $12.1K - $13.9K
4.65K $262K
SNV
Synovus Financial Corp

Financial Services
41
+ 0.93%
$38.27 - $51.75 $1.57K - $2.12K
4.47K $231K
MSCI
Msci Inc.

Financial Services
31
+ 5.41%
$506.56 - $576.74 $15.7K - $17.9K
604 $348K
RSG
Republic Services, Inc.

Industrials
71
+ 5.04%
$227.2 - $258.07 $16.1K - $18.3K
1.48K $364K
FNK
First Trust Mid Cap Value Alph

ETFs
145
+ 1.33%
$43.24 - $51.76 $6.27K - $7.51K
11.1K $573K
GILD
Gilead Sciences, Inc.

Healthcare
259
+ 4.36%
$96.91 - $113.0 $25.1K - $29.3K
6.2K $687K
CSGP
Costar Group, Inc.

Real Estate
231
+ 6.42%
$72.62 - $83.22 $16.8K - $19.2K
3.83K $307K
MFG
Mizuho Financial Group Inc

Financial Services
3.48K
+ 11.94%
$4.25 - $5.66 $14.8K - $19.7K
32.6K $181K
LNG
Cheniere Energy, Inc.

Energy
30
+ 2.92%
$197.25 - $244.33 $5.92K - $7.33K
1.06K $257K
CVS
Cvs Health Corp

Healthcare
187
+ 5.2%
$60.04 - $70.18 $11.2K - $13.1K
3.78K $260K
ABC
Amerisourcebergen Corp

Healthcare
82
+ 5.29%
N/A
1.63K $302K
ALL
Allstate Corp

Financial Services
147
+ 5.49%
$180.53 - $212.64 $26.5K - $31.3K
2.83K $568K
HIG
Hartford Financial Services Group, Inc.

Financial Services
61
+ 3.48%
$109.83 - $131.67 $6.7K - $8.03K
1.81K $230K
ODFL
Old Dominion Freight Line, Inc.

Industrials
135
+ 4.72%
$146.74 - $176.07 $19.8K - $23.8K
3K $486K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
239
+ 1.43%
$50.36 - $50.68 $12K - $12.1K
17K $861K
SPG
Simon Property Group Inc

Real Estate
124
+ 7.52%
$140.37 - $171.44 $17.4K - $21.3K
1.77K $285K
ZG
Zillow Group, Inc.

Communication Services
8
+ 0.12%
$59.44 - $70.64 $476 - $565
6.77K $463K
FVD
First Tr Value Line Divid Inde

ETFs
151
+ 1.26%
$40.62 - $45.12 $6.13K - $6.81K
12.2K $544K
UCBI
United Community Banks Inc

Financial Services
254
+ 1.86%
N/A
13.9K $407K
PRU
Prudential Financial Inc

Financial Services
210
+ 5.41%
$95.12 - $112.71 $20K - $23.7K
4.09K $439K
IT
Gartner Inc

Technology
35
+ 6.39%
$377.5 - $449.52 $13.2K - $15.7K
583 $235K
CL
Colgate Palmolive CO

Consumer Defensive
193
+ 4.36%
$87.57 - $96.0 $16.9K - $18.5K
4.62K $419K
ACGL
Arch Capital Group Ltd.

Financial Services
175
+ 7.82%
$84.99 - $96.82 $14.9K - $16.9K
2.41K $219K
FLRN
Spdr Bloomberg Investment Grad

ETFs
107
+ 0.32%
$30.29 - $30.83 $3.24K - $3.3K
33.1K $1.02M
SHV
Ishares Tr

ETFs
30
+ 0.91%
$110.06 - $110.46 $3.3K - $3.31K
3.33K $367K
ETR
Entergy Corp

Utilities
243
+ 3.32%
$79.01 - $86.61 $19.2K - $21K
7.56K $628K
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.05%
$104.77 - $106.34 $105 - $106
1.97K $209K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16
+ 0.05%
$19.49 - $19.66 $312 - $315
33.6K $660K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11
+ 0.14%
$41.1 - $42.37 $452 - $466
8.07K $340K
MBB
Ishares Tr

ETFs
11
+ 0.22%
$91.41 - $94.22 $1.01K - $1.04K
5.05K $474K
Bitwise Ethereum ETF
284
+ 2.36%
N/A
12.3K $0
Lam Research Corp
1.37K
+ 20.13%
N/A
8.19K $0
VUSB
Vanguard Bd Index Fds
62
+ 0.61%
N/A
10.2K $0
Arista Networks Inc
15.8K
+ 337.53%
N/A
20.5K $0
Elevation Series Trust
12.8K
+ 26.15%
N/A
61.8K $0
Blackrock Inc
70
+ 8.82%
N/A
864 $0
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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