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
IWS
Ishares Russell Midcap Value E

ETFs
50
+ 2.09%
$122.59 - $135.24 $6.13K - $6.76K
2.45K $308K
TM
Toyota Motor Corp

Consumer Cyclical
128
+ 9.35%
$176.53 - $195.35 $22.6K - $25K
1.5K $264K
AMP
Ameriprise Financial Inc

Financial Services
92
+ 9.16%
$472.29 - $575.13 $43.5K - $52.9K
1.1K $530K
ETN
Eaton Corp PLC

Industrials
372
+ 21.12%
$271.83 - $371.23 $101K - $138K
2.13K $579K
QBTS
D Wave Quantum Inc.

Technology
4
+ 0.04%
$3.83 - $11.18 $15.3 - $44.7
11.4K $86K
SHOP
Shopify Inc.

Technology
247
+ 8.18%
$90.59 - $129.31 $22.4K - $31.9K
3.27K $311K
VT
Vanguard Total World Stk Index

ETFs
18
+ 0.21%
$115.08 - $123.97 $2.07K - $2.23K
8.61K $998K
DALI
First Tr ETF Vi Dorseywright D

ETFs
626
+ 4.28%
$23.46 - $27.41 $14.7K - $17.2K
15.2K $365K
GS
Goldman Sachs Group Inc

Financial Services
20
+ 2.22%
$524.81 - $672.19 $10.5K - $13.4K
922 $503K
ADBE
Adobe Inc.

Technology
352
+ 14.48%
$377.84 - $464.11 $133K - $163K
2.78K $1.07M
CARR
Carrier Global Corp

Industrials
313
+ 4.46%
$62.07 - $70.55 $19.4K - $22.1K
7.33K $464K
FNK
First Trust Mid Cap Value Alph

ETFs
353
+ 3.34%
$48.96 - $55.86 $17.3K - $19.7K
10.9K $551K
PRU
Prudential Financial Inc

Financial Services
84
+ 2.21%
$105.04 - $122.33 $8.82K - $10.3K
3.88K $433K
URI
United Rentals, Inc.

Industrials
79
+ 9.27%
$594.17 - $789.56 $46.9K - $62.4K
931 $583K
CAT
Caterpillar Inc

Industrials
218
+ 8.04%
$326.75 - $407.63 $71.2K - $88.9K
2.93K $965K
SNV
Synovus Financial Corp

Financial Services
32
+ 0.73%
$43.7 - $56.87 $1.4K - $1.82K
4.43K $207K
IT
Gartner Inc

Technology
34
+ 6.61%
$418.25 - $548.38 $14.2K - $18.6K
548 $230K
LMT
Lockheed Martin Corp

Industrials
97
+ 5.85%
$423.19 - $506.29 $41K - $49.1K
1.75K $783K
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 0.07%
$189.99 - $245.86 $190 - $246
1.42K $268K
TT
Trane Technologies PLC

Industrials
102
+ 5.24%
$332.0 - $400.86 $33.9K - $40.9K
2.05K $689K
TOST
Toast, Inc.

Technology
175
+ 1.43%
$32.61 - $41.98 $5.71K - $7.35K
12.4K $412K
SFBS
Servis First Bancshares, Inc.

Financial Services
127
+ 0.57%
$80.8 - $93.58 $10.3K - $11.9K
22.4K $1.85M
GPN
Global Payments Inc

Industrials
80
+ 2.07%
$92.18 - $113.03 $7.37K - $9.04K
3.94K $386K
MRVL
Marvell Technology, Inc.

Technology
1.9K
+ 56.3%
$61.57 - $126.06 $117K - $239K
5.27K $324K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.05%
$81.62 - $96.63 $245 - $290
6.36K $529K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.01%
$120.24 - $134.3 $120 - $134
7.26K $884K
ACHR
Archer Aviation Inc.

Industrials
1.63K
+ 7.0%
$6.8 - $11.51 $11.1K - $18.7K
24.9K $176K
NVO
Novo Nordisk A S

Healthcare
1.07K
+ 13.91%
$69.3 - $90.95 $74.2K - $97.3K
8.76K $608K
ORCL
Oracle Corp

Technology
1.48K
+ 15.31%
$139.81 - $186.47 $207K - $277K
11.2K $1.56M
CCJ
Cameco Corp

Energy
56
+ 1.04%
$40.64 - $56.86 $2.28K - $3.18K
5.46K $224K
AMD
Advanced Micro Devices Inc

Technology
231
+ 4.94%
$96.63 - $129.55 $22.3K - $29.9K
4.91K $504K
TGT
Target Corp

Consumer Defensive
59
+ 2.58%
$103.65 - $142.5 $6.12K - $8.41K
2.35K $244K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.61K
+ 3.1%
$32.49 - $37.99 $52.4K - $61.3K
53.7K $1.8M
AX
Axos Financial, Inc.

Financial Services
15
+ 0.11%
$61.63 - $73.1 $924 - $1.1K
13.3K $858K
IWP
Ishares Russell Mid Cap Growth

ETFs
143
+ 1.47%
$114.9 - $139.6 $16.4K - $20K
9.89K $1.16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
277
+ 5.68%
$65.15 - $91.81 $18K - $25.4K
5.16K $336K
VTWO
Vanguard Russell 2000 ETF

ETFs
840
+ 4.72%
$80.08 - $92.93 $67.3K - $78.1K
18.6K $1.5M
VUG
Vanguard Growth ETF

ETFs
559
+ 7.28%
$369.1 - $427.61 $206K - $239K
8.24K $3.06M
LOW
Lowes Companies Inc

Consumer Cyclical
207
+ 1.69%
$222.66 - $268.42 $46.1K - $55.6K
12.5K $2.91M
DHR
Danaher Corp

Healthcare
1.67K
+ 8.84%
$201.62 - $250.59 $337K - $419K
20.6K $4.22M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.05K
+ 3.22%
$57.21 - $65.8 $117K - $135K
65.6K $3.83M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7
+ 0.01%
$24.91 - $29.02 $174 - $203
48.4K $1.21M
KKR
Kkr & Co. Inc.

Financial Services
177
+ 3.23%
$108.17 - $167.07 $19.1K - $29.6K
5.66K $653K
NOW
Service Now, Inc.

Technology
55
+ 6.34%
$783.83 - $1170.39 $43.1K - $64.4K
922 $734K
CRM
Salesforce, Inc.

Technology
716
+ 12.05%
$268.36 - $359.95 $192K - $258K
6.66K $1.79M
MSI
Motorola Solutions, Inc.

Technology
110
+ 1.07%
$411.73 - $482.1 $45.3K - $53K
10.4K $4.54M
DIS
Walt Disney CO

Communication Services
972
+ 4.01%
$96.87 - $114.0 $94.2K - $111K
25.2K $2.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.93K
+ 6.99%
$102.49 - $119.96 $505K - $592K
75.5K $7.9M
AVGO
Broadcom Inc.

Technology
5.1K
+ 28.8%
$167.43 - $244.7 $853K - $1.25M
22.8K $3.82M
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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