Keel Point, LLC Reduced Holdings in Q1 2025

Keel Point, LLC

  • $1.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
-93
- 6.7%
$225.82 - $266.54 $21K - $24.8K
1.3K $343K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-26
- 0.27%
$33.84 - $37.77 $880 - $982
9.78K $356K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-3.21K
- 17.65%
$9.49 - $14.83 $30.4K - $47.6K
15K $203K
COP
Conocophillips

Energy
-64
- 1.09%
$88.6 - $105.85 $5.67K - $6.77K
5.83K $611K
ALC
Alcon Inc

Healthcare
-40
- 1.2%
$82.73 - $96.8 $3.31K - $3.87K
3.29K $312K
SHEL
Shell PLC

Energy
-381
- 6.59%
$62.84 - $73.29 $23.9K - $27.9K
5.4K $396K
HSBC
Hsbc Holdings PLC

Financial Services
-203
- 3.06%
$48.68 - $61.58 $9.88K - $12.5K
6.43K $369K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-83
- 0.3%
$105.1 - $109.61 $8.72K - $9.1K
27.5K $2.99M
MNST
Monster Beverage Corp

Consumer Defensive
-84
- 1.0%
$46.16 - $58.58 $3.88K - $4.92K
8.35K $488K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-323
- 1.21%
$11.66 - $14.98 $3.77K - $4.84K
26.4K $359K
AZN
Astrazeneca PLC

Healthcare
-10
- 0.15%
$65.37 - $77.96 $654 - $780
6.53K $479K
DFAI
Dimensional ETF Tr

ETFs
-659
- 1.68%
$28.88 - $32.4 $19K - $21.4K
38.5K $1.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-118
- 0.52%
$85.29 - $92.57 $10.1K - $10.9K
22.7K $2.06M
ADP
Automatic Data Processing Inc

Industrials
-499
- 2.83%
$286.85 - $318.64 $143K - $159K
17.1K $5.24M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-806
- 1.03%
$114.57 - $118.14 $92.3K - $95.2K
77.6K $9.17M
SHW
Sherwin Williams CO

Basic Materials
-20
- 0.16%
$330.16 - $365.55 $6.6K - $7.31K
12.5K $4.36M
SYK
Stryker Corp

Healthcare
-20
- 0.16%
$355.18 - $399.9 $7.1K - $8K
12.6K $4.7M
CHD
Church & Dwight CO Inc

Consumer Defensive
-178
- 0.48%
$101.42 - $113.2 $18.1K - $20.1K
37.3K $4.1M
FAST
Fastenal CO

Industrials
-236
- 0.44%
$71.11 - $79.98 $16.8K - $18.9K
53.8K $4.17M
EXPD
Expeditors International Of Washington Inc

Industrials
-175
- 0.52%
$109.09 - $126.48 $19.1K - $22.1K
33.6K $4.04M
CHKP
Check Point Software Technologies LTD

Technology
-1.78K
- 8.03%
$179.88 - $231.31 $320K - $412K
20.4K $4.65M
V
Visa Inc.

Financial Services
-323
- 1.32%
$306.92 - $362.71 $99.1K - $117K
24.2K $8.47M
NFLX
Netflix Inc

Communication Services
-168
- 0.25%
$828.4 - $1058.6 $139K - $178K
67.2K $62.7M
GLD
Spdr Gold Trust

ETFs
-1.57K
- 1.64%
$243.19 - $288.14 $382K - $453K
94.1K $27.1M
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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