Fund HoldingsKeeler Thomas Management LLC

Total Portfolio Value
$316.21M
Total Bought
$19.01M
Total Sold
$11.54M
Net Transaction
+$7.46M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
KEYSIGHT TECHNOLOGIES INC(KEYS)7,86620,853+12,9871,0763,3141.05%+2,238
ISHARES TR240,957246,473+5,51612,78014,1804.48%+1,399
KENVUE INC(KVUE)175,389200,302+24,9133,2614,6331.47%+1,372
VANECK ETF TRUST
MRNGSTR WDE MOAT
8,04118,305+10,2646961,7750.56%+1,078
TOLL BROTHERS INC(TOL)27,23927,170-693,1374,1981.33%+1,060
SALESFORCE INC(CRM)11,44614,600+3,1542,9433,9961.26%+1,053
DEERE & CO(DE)10,41911,740+1,3213,9144,9001.55%+986
SCHWAB STRATEGIC TR179,870194,753+14,8835,3196,2851.99%+966
WALMART INC(WMT)79,95378,726-1,2275,4146,3572.01%+943
BERKSHIRE HATHAWAY INC DEL22,28721,736-5519,06610,0043.16%+938
MCDONALDS CORP(MCD)17,05817,319+2614,3565,2741.67%+918
BLACKROCK INC(BLK)5,7265,710-164,5095,4221.71%+914
FISERV INC(FISV)25,11125,672+5613,7574,6121.46%+855
CATERPILLAR INC(CAT)15,95915,720-2395,3166,1481.94%+833
REPLIGEN CORP(RGEN)05,317+5,31707910.25%+791
COUSINS PPTYS INC(CUZ)124,640124,546-942,8853,6721.16%+786
UNITEDHEALTH GROUP INC(UNH)11,49011,329-1615,8516,6242.09%+772
PACER FDS TR
US SM CAP CA ETF
70,07181,902+11,8313,0523,8101.20%+758
COMCAST CORP NEW(CCZ)96,580107,574+10,9943,7904,4931.42%+703
APPLE INC(AAPL)32,18931,897-2926,7807,4322.35%+652
SYSCO CORP(SYY)53,05355,597+2,5443,7874,3401.37%+552
UNION PAC CORP(UNP)22,96623,133+1675,1965,7021.80%+506
ISHARES TR
MSCI INDIA ETF
65,18570,190+5,0053,6364,1081.30%+472
ABBOTT LABS28,09129,584+1,4932,9193,3731.07%+454
ISHARES TR
IBONDS DEC2026
690,329695,434+5,10516,46016,8995.34%+440
META PLATFORMS INC(META)7,3847,229-1553,7234,1381.31%+415
ISHARES TR283,730287,613+3,8835,7616,1031.93%+342
VISA INC(V)16,58316,947+3644,3524,6601.47%+307
TEXTRON INC(TXT)55,76257,451+1,6894,7885,0891.61%+301
AMAZON COM INC(AMZN)20,99623,357+2,3614,0574,3521.38%+295
ISHARES TR295,297295,681+3846,2826,5552.07%+273
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
111,347109,031-2,3165,8966,1681.95%+272
DIGITAL RLTY TR INC(DLR)37,10136,506-5955,6415,9081.87%+266
ORACLE CORP(ORCL)01,373+1,37302340.07%+234
ISHARES TR287,878286,271-1,6076,5306,7302.13%+200
EXXON MOBIL CORP45,36946,363+9945,2405,4351.72%+195
ISHARES TR
IBONDS 27 ETF
370,912369,185-1,7278,8078,9972.85%+190
STARBUCKS CORP(SBUX)5,0485,965+9174125820.18%+169
ISHARES TR658,343659,633+1,29016,39016,5575.24%+167
ISHARES TR174,277176,909+2,6323,9534,0801.29%+128
GLACIER BANCORP INC NEW(GBCI)15,09915,09905636900.22%+127
ISHARES TR
IBDS DEC28 ETF
266,314263,128-3,1866,6016,7182.12%+117
COSTCO WHSL CORP NEW(COST)10,1599,846-3138,6358,7292.76%+94
ETF SER SOLUTIONS
DISTILLATE US
8,0558,083+284144590.15%+45
JOHNSON & JOHNSON(JNJ)2,2842,28403343700.12%+36
TELLURIAN INC NEW127,349127,3490881230.04%+35
VANGUARD INDEX FDS1,8461,843-34945220.17%+28
PEPSICO INC(PEP)4,6034,613+107597840.25%+25
HERSHEY CO(HSY)2,6692,66904915120.16%+21
MICROSOFT CORP(MSFT)6,9807,297+3173,1203,1400.99%+20
SCHWAB STRATEGIC TR8,0967,619-4776306440.20%+15
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
4,0313,796-2354143970.13%-17
ISHARES TR321,043317,006-4,0377,4617,4242.35%-37
TOYOTA MOTOR CORP(TM)1,8741,879+53843360.11%-49
CHEVRON CORP NEW(CVX)31,30232,695+1,3934,9134,8151.52%-98
FIFTH THIRD BANCORP(FITB)79,05862,475-16,5832,7792,6760.85%-102
INTUIT(INTU)2,5102,474-361,6501,5370.49%-113
WASTE MGMT INC DEL(WM)13,12512,910-2152,8002,6800.85%-120
MERCK & CO INC(MRK)10,73810,539-1991,3291,1970.38%-133
CROWDSTRIKE HLDGS INC(CRWD)10,89014,394+3,5044,1734,0371.28%-136
ISHARES TR647,064637,654-9,41016,27216,0755.08%-197
ADOBE INC(ADBE)6,7006,801+1013,7223,5211.11%-201
NVIDIA CORPORATION(NVDA)28,31427,111-1,2033,4983,2921.04%-206
ISHARES TR270,744260,980-9,7646,5006,2641.98%-236
EAST WEST BANCORP INC(EWBC)30,33620,488-9,8482,1261,6950.54%-431
NOVO-NORDISK A S(NVO)20,10120,072-292,8692,3900.76%-479
ALPHABET INC(GOOG)32,37132,640+2695,8965,4131.71%-483
NIKE INC(NKE)37,35920,777-16,5822,8161,8370.58%-979
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