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
AMT
American Tower Corp

Real Estate
122
+ 5.9%
$179.4 - $232.01 $21.9K - $28.3K
2.19K $401K
DFAI
Dimensional ETF Tr

ETFs
459
+ 1.19%
$29.0 - $31.6 $13.3K - $14.5K
39.1K $1.14M
NEE
Nextera Energy Inc

Utilities
723
+ 6.72%
$69.77 - $85.43 $50.4K - $61.8K
11.5K $823K
LEN
Lennar Corp

Consumer Cyclical
4
+ 0.24%
$136.2 - $188.96 $545 - $756
1.69K $229K
QCOM
Qualcomm Inc

Technology
2.09K
+ 7.52%
$150.4 - $178.04 $314K - $372K
29.9K $4.59M
IEF
Ishares Barclays

ETFs
3.84K
+ 4.39%
$92.08 - $98.18 $353K - $377K
91.2K $8.43M
BAND
Bandwidth Inc.

Technology
1
+ 0.0%
$16.89 - $21.84 $16.9 - $21.8
300K $5.11M
ADBE
Adobe Inc.

Technology
51
+ 2.14%
$437.39 - $552.96 $22.3K - $28.2K
2.43K $1.08M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.2K
+ 1.5%
$183.23 - $199.79 $220K - $240K
81.2K $15M
LOW
Lowes Companies Inc

Consumer Cyclical
526
+ 4.48%
$244.52 - $284.07 $129K - $149K
12.3K $3.03M
ELV
Elevance Health, Inc.

Healthcare
54
+ 4.5%
$365.96 - $514.62 $19.8K - $27.8K
1.25K $463K
UBER
Uber Technologies, Inc

Technology
1.61K
+ 8.94%
$59.93 - $86.34 $96.4K - $139K
19.6K $1.18M
NEM
Newmont Corp

Basic Materials
287
+ 1.98%
$37.0 - $58.68 $10.6K - $16.8K
14.8K $549K
LLY
Eli Lilly & CO

Healthcare
104
+ 3.59%
$727.2 - $932.06 $75.6K - $96.9K
3K $2.32M
UNH
Unitedhealth Group Inc

Healthcare
379
+ 6.69%
$485.52 - $625.25 $184K - $237K
6.05K $3.06M
ROP
Roper Technologies Inc

Industrials
5
+ 0.07%
$519.85 - $575.95 $2.6K - $2.88K
7.11K $3.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
482
+ 1.29%
$75.65 - $83.47 $36.5K - $40.2K
37.7K $2.87M
ICE
Intercontinental Exchange, Inc.

Financial Services
48
+ 0.18%
$148.29 - $166.93 $7.12K - $8.01K
27.1K $4.05M
DHR
Danaher Corp

Healthcare
1.39K
+ 7.96%
$226.16 - $274.52 $315K - $383K
18.9K $4.34M
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 0.48%
$1666.0 - $2117.3 $15K - $19.1K
1.89K $3.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
272
+ 3.3%
$501.29 - $612.85 $136K - $167K
8.53K $4.43M
SO
Southern CO

Utilities
812
+ 0.86%
$81.5 - $94.15 $66.2K - $76.4K
95.7K $7.88M
EXPD
Expeditors International Of Washington Inc

Industrials
25
+ 0.07%
$110.5 - $128.26 $2.76K - $3.21K
33.8K $3.74M
VEA
Vanguard Ftse Developed Market

ETFs
2.14K
+ 0.32%
$47.57 - $52.44 $102K - $112K
662K $31.7M
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
Track This Portfolio

Track Keel Point, LLC Portfolio

Follow Keel Point, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email