Fund HoldingsKeel Point, LLC

Total Portfolio Value
$1.20B
Total Bought
$103.18M
Total Sold
$54.62M
Net Transaction
+$48.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD INDEX FDS297,040340,227+43,187147,988179,52714.96%+31,539
ISHARES TR0125,607+125,607013,7331.14%+13,733
LINDE PLC(LIN)010,314+10,31404,9180.41%+4,918
VANGUARD TAX-MANAGED FDS623,171659,817+36,64630,98434,8452.90%+3,861
SPDR S&P 500 ETF TR(SPY)121,373120,954-41965,78969,3985.78%+3,609
VANGUARD INDEX FDS61,20776,230+15,02310,41913,8731.16%+3,455
NETFLIX INC(NFLX)69,31768,070-1,24744,91948,2804.02%+3,361
ISHARES TR56,72674,398+17,6726,2748,7020.72%+2,428
APPLE INC(AAPL)101,252106,168+4,91622,40424,7372.06%+2,333
TESLA INC(TSLA)53,59750,470-3,12711,13913,2051.10%+2,065
BOOKING HOLDINGS INC(BKNG)3,1793,173-611,34213,3651.11%+2,023
SPDR SER TR
ST STR P500ETF
0465,467+465,467031,4242.62%+31,424
ISHARES TR0123,132+123,132038,7113.22%+38,711
SPDR GOLD TR(GLD)82,48084,497+2,01718,81020,5381.71%+1,727
SPDR INDEX SHS FDS
ST STR EU 50 ETF
030,209+30,20901,6080.13%+1,608
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
010,011+10,01101,7940.15%+1,794
AMAZON COM INC(AMZN)88,50489,160+65615,06616,6131.38%+1,547
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
030,317+30,31701,5380.13%+1,538
MICROSOFT CORP(MSFT)047,518+47,518020,4471.70%+20,447
ISHARES TR10,62315,852+5,2292,2093,5020.29%+1,292
ISHARES TR08,216+8,21601,8950.16%+1,895
META PLATFORMS INC(META)11,43212,380+9486,0427,0870.59%+1,045
SPDR SER TR
ST STR RATE ETF
033,000+33,00001,0180.08%+1,018
WALMART INC(WMT)79,38679,463+775,4096,4170.53%+1,008
ISHARES TR79,73780,026+28914,26415,1891.27%+925
UNITEDHEALTH GROUP INC(UNH)4,5065,667+1,1612,5883,3140.28%+726
BROADCOM INC(AVGO)12,41214,887+2,4751,9382,5680.21%+630
ISHARES SILVER TR(SLV)141,270148,232+6,9623,5914,2110.35%+620
VANGUARD INDEX FDS012,912+12,91203,6560.30%+3,656
INTUITIVE SURGICAL INC27,31527,285-3012,81713,4041.12%+587
STRYKER CORPORATION(SYK)012,661+12,66104,5740.38%+4,574
ACCENTURE PLC IRELAND
SHS CLASS A
018,973+18,97306,7070.56%+6,707
NVIDIA CORPORATION(NVDA)103,679103,683+412,04112,5911.05%+550
BANDWIDTH INC(BAND)0300,371+300,37105,2590.44%+5,259
INTERNATIONAL BUSINESS MACHS(IBM)013,638+13,63803,0150.25%+3,015
ISHARES TR82,60487,346+4,7428,0428,5700.71%+528
BERKSHIRE HATHAWAY INC DEL012+1208,2940.69%+8,294
LOWES COS INC(LOW)11,35211,744+3922,6813,1810.26%+500
ORACLE CORP(ORCL)12,37112,357-141,6612,1060.18%+445
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
06,920+6,92003810.03%+381
ISHARES TR377,555376,963-59237,80138,1753.18%+374
ILLINOIS TOOL WKS INC(ITW)018,031+18,03104,7250.39%+4,725
SOUTHERN CO(SO)94,08594,887+8028,2048,5570.71%+353
EXPEDITORS INTL WASH INC(EXPD)033,736+33,73604,4330.37%+4,433
SHERWIN WILLIAMS CO(SHW)012,526+12,52604,7810.40%+4,781
ISHARES TR085,532+85,532010,2300.85%+10,230
NXP SEMICONDUCTORS N V
COM
01,350+1,35003240.03%+324
VANGUARD INDEX FDS11,73512,326+5912,6793,0010.25%+322
VISA INC(V)025,069+25,06906,8930.57%+6,893
ISHARES TR054,883+54,88304,5630.38%+4,563
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
015,734+15,73405240.04%+524
FISERV INC(FISV)027,660+27,66004,9690.41%+4,969
ISHARES GOLD TR(IAU)05,418+5,41802690.02%+269
APPLIED MATLS INC04,852+4,85209800.08%+980
ISHARES TR4,5324,742+2102,4702,7350.23%+265
SELECT SECTOR SPDR TR
ST STR FINL ETF
090,027+90,02704,0800.34%+4,080
CONSTELLATION ENERGY CORP(CEG)0998+99802600.02%+260
MERCADOLIBRE INC(MELI)1,8841,883-13,6103,8640.32%+254
FREEPORT-MCMORAN INC(FCX)05,042+5,04202520.02%+252
ALPHABET INC(GOOG)27,83829,105+1,2674,6194,8660.41%+247
VANGUARD INDEX FDS25,66426,507+8432,3412,5820.22%+241
VANGUARD WORLD FD060,803+60,803012,5641.05%+12,564
ISHARES TR51,53452,605+1,0713,0463,2780.27%+232
THERMO FISHER SCIENTIFIC INC(TMO)08,253+8,25305,1050.43%+5,105
DIAMONDBACK ENERGY INC(FANG)01,312+1,31202260.02%+226
FORTINET INC(FTNT)02,905+2,90502250.02%+225
FIDELITY COVINGTON TRUST04,439+4,43902250.02%+225
SIMON PPTY GROUP INC NEW(SPG)01,323+1,32302240.02%+224
MARVELL TECHNOLOGY INC(MRVL)03,098+3,09802230.02%+223
BERKSHIRE HATHAWAY INC DEL10,18710,054-1334,4054,6270.39%+222
GE VERNOVA INC(GEV)0872+87202220.02%+222
VANGUARD WORLD FD
FINANCIALS ETF
01,998+1,99802200.02%+220
PARSONS CORP DEL(PSN)02,115+2,11502190.02%+219
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
043,408+43,40803,1380.26%+3,138
HOWMET AEROSPACE INC(HWM)02,144+2,14402150.02%+215
PACCAR INC(PCAR)02,162+2,16202130.02%+213
BHP GROUP LTD03,423+3,42302130.02%+213
SHOPIFY INC(SHOP)02,645+2,64502120.02%+212
FASTENAL CO(FAST)053,668+53,66803,8330.32%+3,833
SPDR SER TR
ST STR SP600 SML
04,589+4,58902090.02%+209
MOLSON COORS BEVERAGE CO(TAP)03,617+3,61702080.02%+208
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,468+2,46802070.02%+207
CRH PLC
ORD
02,211+2,21102050.02%+205
DEVON ENERGY CORP NEW(DVN)05,227+5,22702040.02%+204
EXPEDIA GROUP INC(EXPE)01,381+1,38102040.02%+204
AUTOMATIC DATA PROCESSING IN18,15917,920-2394,7564,9590.41%+203
CORPAY INC(CPAY)0648+64802030.02%+203
OCCIDENTAL PETE CORP(OXY)03,901+3,90102010.02%+201
VICTORY PORTFOLIOS II
VCSHS US EQ INCM
03,091+3,09102010.02%+201
ELEVATION SERIES TRUST58,92463,983+5,0591,7411,9420.16%+201
DANAHER CORPORATION(DHR)017,504+17,50404,8660.41%+4,866
ISHARES TR
ESG AW MSCI EAFE
037,267+37,26703,1370.26%+3,137
CISCO SYS INC(CSCO)028,040+28,04001,4920.12%+1,492
VERIZON COMMUNICATIONS INC(VZ)025,239+25,23901,1330.09%+1,133
ROPER TECHNOLOGIES INC(ROP)07,105+7,10503,9540.33%+3,954
DISNEY WALT CO(DIS)026,399+26,39902,5390.21%+2,539
TIMOTHY PLAN30,68933,728+3,0391,0981,2720.11%+173
COSTCO WHSL CORP NEW(COST)1,9262,072+1461,6651,8360.15%+171
HCA HEALTHCARE INC(HCA)01,821+1,82107400.06%+740
ADVANCED MICRO DEVICES INC(AMD)05,021+5,02108240.07%+824
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