Fund HoldingsKeel Point, LLC

Total Portfolio Value
$729.59M
Total Bought
$35.46M
Total Sold
$47.08M
Net Transaction
-$11.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR31,71949,807+18,0888,72813,2481.82%+4,520
INVESCO QQQ TR7,08517,316+10,2312,6176,2040.85%+3,586
ISHARES TR255,026323,233+68,20710,08912,2671.68%+2,178
SPDR GOLD TR(GLD)63,95778,054+14,09711,40213,3821.83%+1,981
VANGUARD TAX-MANAGED FDS372,673433,921+61,24817,21018,9712.60%+1,761
VANGUARD INDEX FDS213,297225,611+12,31486,87188,59712.14%+1,726
ISHARES TR
ESG AW MSCI EAFE
022,643+22,64301,5650.21%+1,565
ISHARES TR152,759164,959+12,20017,60718,6672.56%+1,060
ISHARES TR8,47711,949+3,4722,2172,9790.41%+763
SALESFORCE INC(CRM)05,343+5,34301,0830.15%+1,083
VANGUARD WORLD FD60,45965,580+5,1219,4599,9601.37%+500
ISHARES TR01,964+1,96409300.13%+930
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
06,544+6,54404890.07%+489
ISHARES TR023,748+23,74807160.10%+716
SERVISFIRST BANCSHARES INC(SFBS)39,24839,665+4171,6062,0690.28%+463
ISHARES TR
ESG AWR MSCI USA
04,677+4,67704390.06%+439
ISHARES TR02,292+2,29209840.13%+984
SPDR S&P 500 ETF TR(SPY)(Put)011,000+11,0000325+325
SPDR SER TR
ST TERM HIGH ETF
012,510+12,51003060.04%+306
UNITEDHEALTH GROUP INC(UNH)3,4443,835+3911,6551,9340.27%+278
ALPHABET INC(GOOG)57,00054,257-2,7436,8237,1000.97%+277
ISHARES TR03,101+3,10102520.03%+252
ISHARES TR02,186+2,18602400.03%+240
ISHARES TR06,582+6,58202280.03%+228
INTEL CORP(INTC)06,385+6,38502270.03%+227
UBS GROUP AG(UBS)08,944+8,94402200.03%+220
VANGUARD INTL EQUITY INDEX F26,84831,251+4,4031,8722,0900.29%+218
REGENERON PHARMACEUTICALS(REGN)0264+26402170.03%+217
CARRIER GLOBAL CORPORATION(CARR)03,896+3,89602150.03%+215
HALLIBURTON CO(HAL)05,246+5,24602120.03%+212
SPDR SER TR
ST LON TREAS ETF
031,929+31,92908350.11%+835
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
43,35848,595+5,2372,1192,3240.32%+205
ISHARES TR04,184+4,18402040.03%+204
META PLATFORMS INC(META)6,2916,690+3991,8052,0080.28%+203
KKR & CO INC(KKR)03,286+3,28602020.03%+202
MCKESSON CORP(MCK)0463+46302010.03%+201
PHILLIPS 66(PSX)01,671+1,67102010.03%+201
PROGRESSIVE CORP(PGR)02,905+2,90504050.06%+405
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
67,12970,523+3,3943,3663,5390.49%+173
FEDEX CORP(FDX)16,10515,706-3993,9924,1610.57%+168
ABBVIE INC(ABBV)05,519+5,51908230.11%+823
BERKSHIRE HATHAWAY INC DEL121206,2146,3780.87%+164
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
49,77757,049+7,2721,2031,3630.19%+160
ELI LILLY & CO(LLY)02,011+2,01101,0800.15%+1,080
AMC ENTMT HLDGS INC(AMC)018,740+18,74001500.02%+150
ISHARES INC
CORE MSCI EMKT
24,25428,257+4,0031,1951,3450.18%+149
CHECK POINT SOFTWARE TECH LT
ORD
24,78924,455-3343,1143,2590.45%+145
INTERNATIONAL BUSINESS MACHS(IBM)13,99214,363+3711,8722,0150.28%+143
WALMART INC(WMT)25,72326,162+4394,0434,1840.57%+141
DANAHER CORPORATION(DHR)15,42015,458+383,7013,8350.53%+134
VANGUARD INDEX FDS18,49320,137+1,6442,7522,8860.40%+134
EXXON MOBIL CORP11,43011,543+1131,2261,3570.19%+131
UNITED STS OIL FD LP(USO)07,246+7,24605860.08%+586
AMGEN INC(AMGN)02,016+2,01605420.07%+542
SELECT SECTOR SPDR TR
ST STR ENERG ETF
08,842+8,84207990.11%+799
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,500+6,50008370.11%+837
ISHARES TR08,452+8,45207970.11%+797
HALEON PLC(HLN)011,764+11,7640980.01%+98
ADOBE INC(ADBE)02,099+2,09901,0700.15%+1,070
BERKSHIRE HATHAWAY INC DEL6,3826,476+942,1762,2690.31%+92
ISHARES TR
CORE MSCI EAFE
04,504+4,50402900.04%+290
UBER TECHNOLOGIES INC(UBER)07,544+7,54403470.05%+347
BLACKSTONE INC(BX)03,264+3,26403500.05%+350
INTUIT(INTU)01,200+1,20006130.08%+613
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,636+3,63605850.08%+585
BGC GROUP INC012,196+12,1960640.01%+64
LOWES COS INC(LOW)04,602+4,60209560.13%+956
CONOCOPHILLIPS(COP)02,864+2,86403430.05%+343
VANGUARD INTL EQUITY INDEX F02,918+2,91803100.04%+310
WIPRO LTD(WIT)011,072+11,0720540.01%+54
GLOBAL PMTS INC(GPN)03,262+3,26203760.05%+376
NOVO-NORDISK A S(NVO)06,235+6,23505670.08%+567
FIRST TR VALUE LINE DIVID IN
SHS
07,343+7,34302750.04%+275
ISHARES TR36,51037,754+1,2441,8321,8810.26%+50
ALPHABET INC(GOOG)10,66110,142-5191,2901,3370.18%+48
FIDELITY MERRIMACK STR TR011,414+11,41404970.07%+497
AUTOMATIC DATA PROCESSING IN01,420+1,42003420.05%+342
TOYOTA MOTOR CORP(TM)01,570+1,57002820.04%+282
ISHARES INC
ESG AWR MSCI EM
016,000+16,00004840.07%+484
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
014,144+14,14404540.06%+454
NVIDIA CORPORATION(NVDA)6,4176,312-1052,7152,7460.38%+31
BOOKING HOLDINGS INC(BKNG)0136+13604190.06%+419
ELEVANCE HEALTH INC(ELV)0932+93204060.06%+406
VANGUARD INDEX FDS19,29621,674+2,3781,6121,6400.22%+27
GENERAL DYNAMICS CORP(GD)01,141+1,14102520.03%+252
SEAGEN INC01,175+1,17502490.03%+249
ISHARES INC
MSCI EMRG CHN
08,006+8,00603990.05%+399
MITSUBISHI UFJ FINL GROUP IN(MUFG)025,358+25,35802150.03%+215
SELECT SECTOR SPDR TR
ST STR STAPL ETF
05,132+5,13203530.05%+353
INVESCO EXCH TRD SLF IDX FD56,86857,716+8481,1701,1930.16%+23
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
014,091+14,09102650.04%+265
AT&T INC(T)028,976+28,97604350.06%+435
TRANE TECHNOLOGIES PLC(TT)01,287+1,28702610.04%+261
TJX COS INC NEW(TJX)04,110+4,11003650.05%+365
AFLAC INC(AFL)04,739+4,73903640.05%+364
AUTODESK INC01,216+1,21602520.03%+252
COMCAST CORP NEW(CCZ)08,323+8,32303690.05%+369
COSTCO WHSL CORP NEW(COST)01,263+1,26307130.10%+713
UNITED CMNTY BKS BLAIRSVLE G(UCB)034,802+34,80208840.12%+884
SHELL PLC(SHEL)04,102+4,10202640.04%+264
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