Keel Point, LLC Portfolio Holdings
Keel Point, LLC
- $1.19 Billion
- Q3 2024
Keel Point, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 443 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 $180M, Spdr S&P 500 ETF Trust with a value of $69.4M, Netflix Inc with a value of $48.3M, Ishares Tr Russell 1000 ETF with a value of $38.7M, and Ishares Core U.S. Aggregate Bo with a value of $38.2M.
Examining the 13F form we can see an increase of $71.4M in the current position value, from $1.12B to 1.19B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 443
- Current Value $1.19 Billion
- Prior Value $1.12 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 30 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 175 stocks