Keel Point, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 437 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $194M, Spdr S&P 500 ETF Trust with a value of $82.7M, Netflix Inc with a value of $60.1M, Ishares Tr Russell 1000 ETF with a value of $39.5M, and Ishares Core U.S. Aggregate Bo with a value of $38.4M.
Examining the 13F form we can see an increase of $54.5M in the current position value, from $1.19B to 1.24B.
Keel Point, LLC is based out at Huntsville, AL
Below you can find more details about Keel Point, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.24 Billion
ETFs: $746 Million
Technology: $125 Million
Communication Services: $93.2 Million
Consumer Cyclical: $75.6 Million
Financial Services: $54.3 Million
Healthcare: $53.7 Million
Industrials: $44.6 Million
Consumer Defensive: $19.9 Million
Other: $28.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
