Fund HoldingsKeeler Thomas Management LLC

Total Portfolio Value
$280.61M
Total Bought
$10.14M
Total Sold
$52.40M
Net Transaction
-$42.26M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC(BLK)05,501+5,50105,6392.01%+5,639
PACER FDS TR
US SM CAP CA ETF
81,902123,410+41,5083,8105,4361.94%+1,626
SALESFORCE INC(CRM)14,60014,344-2563,9964,7961.71%+799
HCA HEALTHCARE INC(HCA)02,652+2,65207970.28%+797
CROWDSTRIKE HLDGS INC(CRWD)14,39414,117-2774,0374,8301.72%+793
AMAZON COM INC(AMZN)23,35722,522-8354,3524,9411.76%+589
VISA INC(V)16,94716,433-5144,6605,1931.85%+534
REPLIGEN CORP(RGEN)5,3178,979+3,6627911,2940.46%+503
FISERV INC(FISV)25,67224,616-1,0564,6125,0571.80%+445
WALMART INC(WMT)78,72674,586-4,1406,3576,7392.40%+382
ALPHABET INC(GOOG)32,64030,489-2,1515,4135,7722.06%+358
SCHWAB STRATEGIC TR194,753226,593+31,8406,2856,5862.35%+301
FIDELITY COVINGTON TRUST
ENHANCED LARGE
06,305+6,30502230.08%+223
APPLE INC(AAPL)31,89730,481-1,4167,4327,6332.72%+201
DIGITAL RLTY TR INC(DLR)36,50634,230-2,2765,9086,0702.16%+162
EAST WEST BANCORP INC(EWBC)20,48818,788-1,7001,6951,7990.64%+104
GLACIER BANCORP INC NEW(GBCI)15,09915,09906907580.27%+68
TOYOTA MOTOR CORP(TM)1,8791,874-53363650.13%+29
VANGUARD INDEX FDS1,8431,860+175225390.19%+17
MICROSOFT CORP(MSFT)7,2977,440+1433,1403,1371.12%-2
ORACLE CORP(ORCL)1,3731,37302342290.08%-5
JOHNSON & JOHNSON(JNJ)2,2842,28403703300.12%-40
HERSHEY CO(HSY)2,6692,672+35124530.16%-59
DEERE & CO(DE)11,74011,410-3304,9004,8351.72%-65
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
3,7963,135-6613973290.12%-69
INTUIT(INTU)2,4742,325-1491,5371,4610.52%-76
STARBUCKS CORP(SBUX)5,9655,507-4585825030.18%-79
PEPSICO INC(PEP)4,6134,61307847010.25%-83
KEYSIGHT TECHNOLOGIES INC(KEYS)20,85319,923-9303,3143,2001.14%-114
ABBOTT LABS29,58428,790-7943,3733,2571.16%-116
TELLURIAN INC NEW127,3490-127,3491230-123
META PLATFORMS INC(META)7,2296,857-3724,1384,0151.43%-123
SCHWAB STRATEGIC TR7,61918,738+11,1196445120.18%-132
WASTE MGMT INC DEL(WM)12,91012,619-2912,6802,5460.91%-134
MERCK & CO INC(MRK)10,53910,569+301,1971,0510.37%-145
ISHARES TR176,909171,626-5,2834,0803,9161.40%-165
BERKSHIRE HATHAWAY INC DEL21,73621,634-10210,0049,8063.49%-198
ETF SER SOLUTIONS
DISTILLATE US
8,0834,733-3,3504592600.09%-199
NVIDIA CORPORATION(NVDA)27,11122,902-4,2093,2923,0761.10%-217
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
109,031103,282-5,7496,1685,9152.11%-253
CHEVRON CORP NEW(CVX)32,69531,482-1,2134,8154,5601.62%-255
FIFTH THIRD BANCORP(FITB)62,47557,236-5,2392,6762,4200.86%-256
ISHARES TR
MSCI INDIA ETF
70,19072,658+2,4684,1083,8271.36%-281
SYSCO CORP(SYY)55,59753,049-2,5484,3404,0571.45%-283
ISHARES TR287,613285,479-2,1346,1035,8102.07%-293
COSTCO WHSL CORP NEW(COST)9,8469,180-6668,7298,4113.00%-317
ISHARES TR317,006303,081-13,9257,4247,0682.52%-356
MCDONALDS CORP(MCD)17,31916,940-3795,2744,9111.75%-363
ADOBE INC(ADBE)6,8016,982+1813,5213,1061.11%-415
UNION PAC CORP(UNP)23,13323,011-1225,7025,2491.87%-453
KENVUE INC(KVUE)200,302195,431-4,8714,6334,1721.49%-461
ISHARES TR295,681284,181-11,5006,5556,0712.16%-485
VANECK ETF TRUST
MRNGSTR WDE MOAT
18,30513,727-4,5781,7751,2730.45%-502
CATERPILLAR INC(CAT)15,72015,447-2736,1485,6042.00%-544
ISHARES TR
IBDS DEC28 ETF
263,128246,072-17,0566,7186,1282.18%-590
ISHARES TR286,271269,214-17,0576,7306,1392.19%-592
COMCAST CORP NEW(CCZ)107,574103,162-4,4124,4933,8731.38%-620
EXXON MOBIL CORP46,36344,411-1,9525,4354,7791.70%-656
NOVO-NORDISK A S(NVO)20,07220,027-452,3901,7230.61%-667
COUSINS PPTYS INC(CUZ)124,54697,201-27,3453,6722,9781.06%-693
ISHARES TR
IBONDS 27 ETF
369,185343,051-26,1348,9978,2202.93%-777
TEXTRON INC(TXT)57,45155,754-1,6975,0894,2661.52%-823
ISHARES TR659,633623,279-36,35416,55715,6145.56%-943
ISHARES TR
IBONDS DEC2026
695,434660,812-34,62216,89915,9075.67%-992
UNITEDHEALTH GROUP INC(UNH)11,32911,131-1986,6245,6312.01%-993
TOLL BROTHERS INC(TOL)27,17025,012-2,1584,1983,1501.12%-1,047
NIKE INC(NKE)20,7779,155-11,6221,8376930.25%-1,144
ISHARES TR246,473209,078-37,39514,18010,9703.91%-3,209
BLACKROCK INC(BLK)5,7100-5,7105,4220-5,422
ISHARES TR260,9800-260,9806,2640-6,264
ISHARES TR637,6540-637,65416,0750-16,075
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