Keel Point
Latest statistics and disclosures from Keel Point's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, SPY, NFLX, AGG, and represent 36.57% of Keel Point's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$15M), CLOA (+$8.2M), VEA (+$7.4M), IVV, AGG, IEF, ITOT, IXUS, SPGI, MTBA.
- Started 40 new stock positions in CWB, ITOT, IMCG, XRP, DTCR, MTBA, CLOA, BYLD, CHT, AZN.
- Reduced shares in these 10 stocks: BBJP (-$7.5M), NVDA (-$7.1M), XLF (-$7.0M), SPY (-$6.8M), MSFT (-$6.5M), XLK (-$6.3M), BBCA (-$5.6M), AAPL (-$5.5M), GOOGL (-$5.2M), BAND.
- Sold out of its positions in A, ABNB, APD, BABA, AIG, AWK, ELV, AstraZeneca, TEAM, ATO.
- Keel Point was a net seller of stock by $-112M.
- Keel Point has $1.5B in assets under management (AUM), dropping by -5.87%.
- Central Index Key (CIK): 0001386935
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Portfolio Holdings for Keel Point
Keel Point holds 460 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 19.6 | $296M | +5% | 495k | 597.55 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.8 | $72M | +11% | 1.1M | 64.08 |
|
| State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) | 4.7 | $71M | -8% | 109k | 650.34 |
|
| Netflix (NFLX) | 4.1 | $62M | 648k | 96.15 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.4 | $52M | +6% | 524k | 99.27 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.9 | $44M | 124k | 356.56 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $39M | -3% | 89k | 430.29 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.5 | $38M | 396k | 97.13 |
|
|
| Apple (AAPL) | 2.0 | $31M | -15% | 121k | 253.79 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.8 | $28M | +12% | 290k | 95.44 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $26M | -21% | 147k | 174.40 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.6 | $24M | 308k | 76.54 |
|
|
| Amazon (AMZN) | 1.3 | $20M | -16% | 95k | 208.27 |
|
| Tesla Motors (TSLA) | 1.3 | $19M | -7% | 51k | 371.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $18M | 43k | 426.40 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $18M | -9% | 82k | 213.67 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.1 | $17M | +5% | 84k | 205.80 |
|
| Microsoft Corporation (MSFT) | 1.0 | $15M | -30% | 40k | 370.17 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.9 | $14M | 142k | 100.72 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $14M | -27% | 48k | 287.56 |
|
| Intuitive Surgical Com New (ISRG) | 0.9 | $13M | -2% | 29k | 460.99 |
|
| Booking Holdings (BKNG) | 0.9 | $13M | -4% | 3.1k | 4210.32 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $12M | +6% | 216k | 56.79 |
|
| Vanguard World Mega Cap Index (MGC) | 0.8 | $12M | +2% | 51k | 236.35 |
|
| Southern Company (SO) | 0.7 | $11M | 114k | 96.52 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.7 | $9.9M | -9% | 145k | 68.14 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $9.8M | -2% | 83k | 118.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $9.7M | +55% | 15k | 653.23 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $9.5M | +4% | 77k | 124.31 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $9.3M | 13.00 | 718140.00 |
|
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.5 | $8.2M | NEW | 159k | 51.84 |
|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.5 | $8.2M | 14k | 577.18 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $7.6M | -15% | 61k | 124.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $7.5M | -23% | 26k | 286.86 |
|
| Home Depot (HD) | 0.5 | $7.2M | -2% | 22k | 328.89 |
|
| Visa Com Cl A (V) | 0.4 | $6.3M | -20% | 21k | 302.23 |
|
| Meta Platforms Cl A (META) | 0.4 | $6.3M | -24% | 11k | 572.15 |
|
| Johnson & Johnson (JNJ) | 0.4 | $6.2M | -21% | 25k | 244.44 |
|
| Broadcom (AVGO) | 0.4 | $6.0M | -31% | 19k | 309.51 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $6.0M | 81k | 73.64 |
|
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.4 | $5.4M | -7% | 217k | 24.77 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.2M | -18% | 11k | 479.21 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $5.1M | -12% | 17k | 294.16 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $5.1M | +4% | 37k | 138.37 |
|
| Stryker Corporation (SYK) | 0.3 | $4.9M | -4% | 15k | 328.58 |
|
| Merck & Co (MRK) | 0.3 | $4.7M | -23% | 39k | 120.29 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.7M | +2% | 15k | 320.80 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $4.5M | +42% | 55k | 82.57 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $4.3M | -15% | 34k | 126.35 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $4.0M | -10% | 24k | 169.66 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $3.9M | +26% | 45k | 88.70 |
|
| Linde SHS (LIN) | 0.3 | $3.9M | -12% | 7.8k | 495.77 |
|
| Fastenal Company (FAST) | 0.3 | $3.8M | -9% | 82k | 46.40 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $3.8M | -20% | 7.7k | 491.53 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $3.8M | 15k | 257.35 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $3.7M | 39k | 95.62 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $3.7M | -62% | 28k | 132.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.7M | 8.4k | 436.77 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $3.6M | -18% | 14k | 260.30 |
|
| International Business Machines (IBM) | 0.2 | $3.6M | -6% | 15k | 242.39 |
|
| Intercontinental Exchange (ICE) | 0.2 | $3.6M | -10% | 23k | 157.28 |
|
| Qualcomm (QCOM) | 0.2 | $3.5M | -9% | 28k | 128.78 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $3.5M | -10% | 8.2k | 433.96 |
|
| Coca-Cola Company (KO) | 0.2 | $3.4M | -12% | 45k | 76.05 |
|
| Church & Dwight (CHD) | 0.2 | $3.4M | -9% | 36k | 93.32 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $3.3M | -27% | 23k | 143.23 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $3.3M | -13% | 10k | 320.54 |
|
| Rocket Lab Corp (RKLB) | 0.2 | $3.3M | 51k | 64.22 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $3.3M | -23% | 17k | 198.29 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.3M | +12% | 48k | 67.53 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $3.1M | +11% | 13k | 248.83 |
|
| MercadoLibre (MELI) | 0.2 | $3.1M | -4% | 1.8k | 1729.02 |
|
| Roper Industries (ROP) | 0.2 | $3.1M | +12% | 8.8k | 353.87 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.1M | +6% | 44k | 69.75 |
|
| S&p Global (SPGI) | 0.2 | $2.8M | +274% | 6.7k | 425.34 |
|
| Automatic Data Processing (ADP) | 0.2 | $2.7M | -2% | 13k | 203.17 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.7M | -3% | 25k | 108.99 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $2.7M | 19k | 142.85 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $2.7M | 12k | 218.75 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $2.7M | +12% | 137k | 19.53 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $2.6M | +7% | 42k | 62.75 |
|
| Cisco Systems (CSCO) | 0.2 | $2.6M | -2% | 33k | 77.59 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.6M | -3% | 13k | 191.82 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.5M | 13k | 196.19 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $2.5M | NEW | 18k | 142.43 |
|
| Caterpillar (CAT) | 0.2 | $2.5M | -14% | 3.5k | 708.47 |
|
| Lowe's Companies (LOW) | 0.2 | $2.5M | -20% | 10k | 236.28 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.5M | -34% | 2.7k | 919.76 |
|
| Walt Disney Company (DIS) | 0.2 | $2.4M | -2% | 25k | 96.38 |
|
| Abbvie (ABBV) | 0.2 | $2.4M | -7% | 11k | 217.48 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $2.3M | NEW | 27k | 86.64 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.2 | $2.3M | 23k | 97.73 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.3M | +17% | 11k | 215.06 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.3M | 12k | 192.89 |
|
|
| AutoZone (AZO) | 0.1 | $2.3M | +57% | 667.00 | 3377.78 |
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| McDonald's Corporation (MCD) | 0.1 | $2.3M | +3% | 7.2k | 310.79 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $2.2M | -16% | 15k | 146.28 |
|
| Casey's General Stores (CASY) | 0.1 | $2.2M | -4% | 3.0k | 727.87 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $2.2M | +2% | 55k | 39.43 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $2.2M | +116% | 32k | 68.47 |
|
| Norfolk Southern (NSC) | 0.1 | $2.2M | +2% | 7.6k | 287.01 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.2M | +4% | 10k | 213.65 |
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| Bank of America Corporation (BAC) | 0.1 | $2.0M | -15% | 41k | 48.75 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.0M | +7% | 23k | 86.69 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $2.0M | -21% | 33k | 59.03 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $2.0M | 18k | 111.37 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.9M | 19k | 100.17 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | -28% | 1.9k | 996.40 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.9M | +435% | 5.8k | 328.63 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.1 | $1.9M | NEW | 38k | 49.46 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.8M | -20% | 15k | 122.78 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.8M | 24k | 74.35 |
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| Chevron Corporation (CVX) | 0.1 | $1.8M | 8.5k | 206.90 |
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| Elevation Series Trust Sovereigns Capit (SOVF) | 0.1 | $1.7M | +5% | 64k | 26.81 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $1.7M | 37k | 45.12 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.7M | -49% | 74k | 22.91 |
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| Procter & Gamble Company (PG) | 0.1 | $1.7M | -23% | 12k | 144.44 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $1.7M | -2% | 43k | 39.48 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $1.7M | -11% | 27k | 61.26 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.6M | 51k | 30.50 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.5M | +2% | 5.9k | 261.92 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $1.5M | +3% | 43k | 35.44 |
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| Micron Technology (MU) | 0.1 | $1.5M | -9% | 4.5k | 337.88 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.5M | 28k | 54.05 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.5M | 10k | 151.41 |
|
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.5M | +7% | 19k | 78.41 |
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| Applied Materials (AMAT) | 0.1 | $1.5M | -21% | 4.4k | 341.81 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $1.5M | 38k | 39.68 |
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|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | -45% | 3.0k | 499.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | -30% | 5.9k | 248.02 |
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $1.4M | -2% | 33k | 44.35 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.4M | 57k | 24.75 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $1.4M | -5% | 36k | 38.96 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.4M | 11k | 132.50 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.4M | -26% | 9.3k | 147.11 |
|
| Cintas Corporation (CTAS) | 0.1 | $1.3M | -7% | 7.8k | 169.14 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.3M | 14k | 90.53 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.3M | +7% | 66k | 19.62 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $1.3M | -43% | 16k | 79.12 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | 44k | 29.13 |
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| At&t (T) | 0.1 | $1.3M | -17% | 44k | 28.99 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.3M | +30% | 14k | 88.16 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.2M | -20% | 11k | 108.25 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.2M | -22% | 8.7k | 138.31 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.2M | -17% | 13k | 89.59 |
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| Philip Morris International (PM) | 0.1 | $1.1M | +3% | 6.9k | 165.35 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.1M | +82% | 6.9k | 161.73 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $1.1M | -40% | 15k | 72.83 |
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| Nextera Energy (NEE) | 0.1 | $1.1M | -11% | 12k | 92.88 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $1.1M | +56% | 12k | 94.56 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | -32% | 1.3k | 873.07 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $1.1M | -17% | 9.9k | 110.86 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $1.1M | +9% | 24k | 45.89 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | -13% | 22k | 50.20 |
|
| United Rentals (URI) | 0.1 | $1.1M | -23% | 1.5k | 728.56 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.1M | 9.1k | 118.51 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.1M | -63% | 3.2k | 337.95 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | -48% | 3.7k | 283.74 |
|
| Dycom Industries (DY) | 0.1 | $1.0M | -9% | 3.1k | 338.80 |
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| Uber Technologies (UBER) | 0.1 | $1.0M | -47% | 15k | 71.93 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.0M | 7.3k | 141.42 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.0M | 9.5k | 106.15 |
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| FedEx Corporation (FDX) | 0.1 | $1.0M | -2% | 2.8k | 356.20 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $996k | +19% | 6.8k | 145.74 |
|
| Citigroup Com New (C) | 0.1 | $996k | -3% | 8.8k | 113.41 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $991k | +20% | 26k | 38.86 |
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| Advanced Micro Devices (AMD) | 0.1 | $974k | -25% | 4.8k | 203.41 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $972k | +56% | 26k | 36.81 |
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| Bofi Holding (AX) | 0.1 | $970k | -10% | 11k | 85.09 |
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| Chubb (CB) | 0.1 | $964k | -12% | 3.0k | 325.96 |
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| Williams Companies (WMB) | 0.1 | $947k | -4% | 13k | 72.78 |
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| salesforce (CRM) | 0.1 | $946k | -22% | 5.1k | 186.68 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $937k | -27% | 8.5k | 110.39 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $934k | -48% | 707.00 | 1321.06 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $925k | -6% | 18k | 52.56 |
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| United Sts Oil Units (USO) | 0.1 | $922k | 7.2k | 127.25 |
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| Gilead Sciences (GILD) | 0.1 | $920k | -11% | 6.6k | 139.36 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $919k | -25% | 6.0k | 152.76 |
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| Amgen (AMGN) | 0.1 | $917k | -28% | 2.6k | 351.82 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $914k | -28% | 5.1k | 178.23 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $893k | -8% | 8.1k | 110.36 |
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| Wells Fargo & Company (WFC) | 0.1 | $889k | -42% | 11k | 79.61 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $883k | +14% | 1.5k | 604.34 |
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| Morgan Stanley Com New (MS) | 0.1 | $879k | -24% | 5.3k | 164.58 |
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| ConocoPhillips (COP) | 0.1 | $868k | -14% | 6.6k | 131.99 |
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| Entergy Corporation (ETR) | 0.1 | $863k | -5% | 7.7k | 112.36 |
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| Dominion Resources (D) | 0.1 | $860k | -8% | 14k | 61.82 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $855k | +14% | 17k | 50.61 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $820k | +74% | 16k | 49.97 |
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $820k | +326% | 18k | 46.67 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $820k | +14% | 49k | 16.72 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $815k | -4% | 17k | 47.15 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $811k | -28% | 6.3k | 128.12 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $810k | -4% | 6.2k | 130.95 |
|
| Block Cl A (XYZ) | 0.1 | $805k | -3% | 13k | 60.18 |
|
| Unum (UNM) | 0.1 | $800k | 11k | 73.03 |
|
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| Northrop Grumman Corporation (NOC) | 0.1 | $799k | -10% | 1.2k | 681.98 |
|
| Goldman Sachs (GS) | 0.1 | $785k | -6% | 928.00 | 846.35 |
|
| AFLAC Incorporated (AFL) | 0.1 | $774k | -12% | 7.1k | 109.70 |
|
| Kla Corp Com New (KLAC) | 0.1 | $774k | -35% | 525.00 | 1473.65 |
|
| General Dynamics Corporation (GD) | 0.1 | $764k | -28% | 2.2k | 343.17 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $762k | +256% | 16k | 47.53 |
|
| UnitedHealth (UNH) | 0.1 | $759k | -36% | 2.8k | 270.56 |
|
| Union Pacific Corporation (UNP) | 0.0 | $756k | -18% | 3.1k | 242.64 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $739k | -21% | 3.8k | 194.15 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $732k | NEW | 14k | 52.54 |
|
| Pepsi (PEP) | 0.0 | $722k | -16% | 4.7k | 155.30 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $721k | +8% | 16k | 45.97 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $709k | 35k | 20.42 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $695k | 15k | 45.47 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $693k | 994.00 | 697.47 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $691k | -21% | 1.7k | 416.73 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $691k | 6.1k | 113.10 |
|
|
| American Centy Etf Tr International Lr (AVIV) | 0.0 | $682k | +35% | 9.1k | 74.83 |
|
| First Tr Exchange-traded A Mid Cap Val Fd (FNK) | 0.0 | $676k | 12k | 57.08 |
|
|
| Boeing Company (BA) | 0.0 | $673k | -6% | 3.4k | 199.03 |
|
| Phillips 66 (PSX) | 0.0 | $673k | 3.7k | 182.18 |
|
|
| Blackrock (BLK) | 0.0 | $672k | -13% | 699.00 | 961.66 |
|
| Cummins (CMI) | 0.0 | $661k | +16% | 1.2k | 538.00 |
|
| Abbott Laboratories (ABT) | 0.0 | $650k | -30% | 6.3k | 102.67 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) | 0.0 | $649k | +22% | 25k | 25.59 |
|
| Honeywell International (HON) | 0.0 | $647k | +4% | 2.9k | 226.04 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $641k | 6.4k | 100.63 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $640k | -26% | 5.9k | 108.98 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $635k | 10k | 62.45 |
|
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.0 | $631k | -3% | 17k | 37.39 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.0 | $631k | NEW | 26k | 23.96 |
|
| TJX Companies (TJX) | 0.0 | $628k | -44% | 3.9k | 159.71 |
|
| Ishares Msci Switzerland (EWL) | 0.0 | $626k | 11k | 58.81 |
|
|
| Quanta Services (PWR) | 0.0 | $620k | -9% | 1.1k | 548.98 |
|
| Ross Stores (ROST) | 0.0 | $619k | -3% | 2.9k | 216.64 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $618k | 2.9k | 211.17 |
|
|
| Hycroft Mining Holding Corp Cl A New (HYMC) | 0.0 | $617k | 18k | 35.20 |
|
|
| Waste Management (WM) | 0.0 | $616k | -15% | 2.7k | 229.80 |
|
| Kinder Morgan (KMI) | 0.0 | $605k | +62% | 18k | 33.53 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $603k | -5% | 5.5k | 110.47 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $603k | -37% | 2.1k | 287.19 |
|
| Hca Holdings (HCA) | 0.0 | $601k | -20% | 1.3k | 473.29 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $600k | +11% | 21k | 29.08 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $599k | 3.3k | 179.84 |
|
|
| American Express Company (AXP) | 0.0 | $597k | -22% | 2.0k | 302.50 |
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.0 | $592k | +3% | 25k | 23.86 |
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.0 | $591k | NEW | 14k | 42.66 |
|
| Eaton Corp SHS (ETN) | 0.0 | $590k | -29% | 1.7k | 357.59 |
|
| Deere & Company (DE) | 0.0 | $590k | -7% | 1.0k | 563.49 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $582k | 9.8k | 59.55 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $581k | -59% | 649.00 | 895.84 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $581k | 5.2k | 111.42 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $575k | +5% | 5.9k | 97.23 |
|
| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.0 | $573k | 14k | 39.97 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $568k | 11k | 53.22 |
|
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $565k | -2% | 12k | 47.03 |
|
| Bitwise Ethereum Etf SHS (ETHW) | 0.0 | $565k | +82% | 38k | 15.00 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $564k | +104% | 12k | 45.62 |
|
| Astrazeneca Ord (AZN) | 0.0 | $558k | NEW | 2.8k | 197.23 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $557k | -19% | 2.8k | 197.74 |
|
| McKesson Corporation (MCK) | 0.0 | $548k | -33% | 633.00 | 865.41 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $541k | +16% | 5.7k | 94.95 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $535k | -3% | 13k | 41.38 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $534k | -20% | 2.2k | 244.21 |
|
| Ea Series Trust Relative Sentime (MOOD) | 0.0 | $507k | NEW | 12k | 41.01 |
|
| Ambarella SHS (AMBA) | 0.0 | $506k | 9.8k | 51.48 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $504k | -18% | 1.9k | 272.27 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.0 | $500k | 12k | 42.96 |
|
|
| Analog Devices (ADI) | 0.0 | $492k | -47% | 1.5k | 318.16 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $487k | -27% | 5.2k | 93.98 |
|
| Regions Financial Corporation (RF) | 0.0 | $486k | +55% | 19k | 26.12 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $484k | 5.9k | 81.98 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $483k | 4.0k | 120.81 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $479k | 7.5k | 63.94 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $474k | +7% | 5.6k | 85.23 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $469k | -23% | 7.7k | 60.65 |
|
| L3harris Technologies (LHX) | 0.0 | $465k | -5% | 1.3k | 345.06 |
|
| Pfizer (PFE) | 0.0 | $465k | -18% | 17k | 28.08 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $457k | -8% | 9.8k | 46.84 |
|
| American Electric Power Company (AEP) | 0.0 | $456k | -21% | 3.5k | 131.10 |
|
| Danaher Corporation (DHR) | 0.0 | $456k | -87% | 2.4k | 189.58 |
|
| First Tr Exchange Traded Dorsey Wright (DALI) | 0.0 | $453k | 16k | 27.82 |
|
|
| Cme (CME) | 0.0 | $446k | +3% | 1.5k | 295.27 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $443k | -3% | 8.0k | 55.24 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $442k | NEW | 12k | 35.71 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $442k | 9.7k | 45.65 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $437k | -11% | 14k | 32.01 |
|
| Constellation Energy (CEG) | 0.0 | $436k | 1.6k | 279.33 |
|
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $435k | 14k | 31.49 |
|
|
| Ecolab (ECL) | 0.0 | $429k | -47% | 1.6k | 266.10 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $428k | -8% | 2.2k | 195.44 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $423k | -40% | 2.9k | 146.61 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $423k | -22% | 947.00 | 446.37 |
|
| Allstate Corporation (ALL) | 0.0 | $420k | -26% | 2.0k | 207.33 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $416k | 8.4k | 49.79 |
|
|
| Autodesk (ADSK) | 0.0 | $414k | -45% | 1.7k | 239.45 |
|
| Palo Alto Networks (PANW) | 0.0 | $413k | -9% | 2.6k | 160.33 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $410k | 14k | 28.66 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $405k | +2% | 3.4k | 118.64 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $405k | 3.9k | 103.76 |
|
|
| Emerson Electric (EMR) | 0.0 | $403k | -22% | 3.1k | 131.03 |
|
| Middleby Corporation (MIDD) | 0.0 | $399k | 3.0k | 132.58 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $395k | +71% | 15k | 25.64 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $393k | -23% | 752.00 | 522.71 |
|
| Dollar General (DG) | 0.0 | $393k | NEW | 3.3k | 118.73 |
|
| Intel Corporation (INTC) | 0.0 | $391k | -20% | 8.9k | 44.13 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $383k | 1.9k | 203.79 |
|
|
| Servicenow (NOW) | 0.0 | $380k | -41% | 3.6k | 104.55 |
|
| American Tower Reit (AMT) | 0.0 | $380k | -21% | 2.2k | 172.55 |
|
| Progressive Corporation (PGR) | 0.0 | $379k | -38% | 1.9k | 198.23 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) | 0.0 | $375k | 9.6k | 38.89 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $373k | -11% | 8.1k | 46.36 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $370k | 13k | 28.71 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $367k | 2.5k | 145.97 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $365k | -6% | 4.6k | 78.66 |
|
| Victory Portfolios Ii Victoryshares Sm (SFLO) | 0.0 | $360k | 12k | 30.03 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $359k | +12% | 1.7k | 209.02 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $357k | +7% | 8.5k | 42.22 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $356k | -3% | 13k | 26.91 |
|
| Williams-Sonoma (WSM) | 0.0 | $355k | NEW | 1.9k | 182.33 |
|
| Toast Cl A (TOST) | 0.0 | $354k | -8% | 13k | 26.51 |
|
| Rockwell Automation (ROK) | 0.0 | $352k | -18% | 981.00 | 358.98 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $351k | -17% | 3.0k | 118.62 |
|
| Altria (MO) | 0.0 | $350k | 5.3k | 65.99 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $345k | -95% | 7.0k | 49.37 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $344k | -4% | 3.4k | 102.18 |
|
| Prologis (PLD) | 0.0 | $339k | -32% | 2.6k | 132.17 |
|
| General Motors Company (GM) | 0.0 | $335k | -15% | 4.5k | 74.50 |
|
| Republic Services (RSG) | 0.0 | $335k | +4% | 1.5k | 219.07 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $334k | -13% | 6.9k | 48.32 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $334k | 5.4k | 62.39 |
|
|
| Capital One Financial (COF) | 0.0 | $334k | -55% | 1.8k | 182.46 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $330k | 8.6k | 38.39 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $329k | -36% | 4.5k | 72.46 |
|
| Targa Res Corp (TRGP) | 0.0 | $328k | -9% | 1.3k | 250.73 |
|
| Us Bancorp Com New (USB) | 0.0 | $327k | -47% | 6.3k | 52.01 |
|
| Intuit (INTU) | 0.0 | $327k | -70% | 755.00 | 432.40 |
|
| Travelers Companies (TRV) | 0.0 | $326k | -13% | 1.1k | 291.81 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $326k | -33% | 1.3k | 243.08 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $323k | 19k | 17.07 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $322k | -4% | 1.5k | 217.20 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $319k | -48% | 3.9k | 82.50 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $317k | 20k | 15.83 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $315k | NEW | 495.00 | 635.34 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $312k | -16% | 1.1k | 283.76 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $311k | 2.6k | 121.19 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $310k | -2% | 3.1k | 99.86 |
|
| Zoetis Cl A (ZTS) | 0.0 | $310k | -13% | 2.6k | 118.22 |
|
| O'reilly Automotive (ORLY) | 0.0 | $310k | -25% | 3.4k | 92.31 |
|
| Oneok (OKE) | 0.0 | $309k | -29% | 3.4k | 90.39 |
|
| Medtronic SHS (MDT) | 0.0 | $303k | -38% | 3.5k | 86.64 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $302k | 6.1k | 49.89 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $302k | 5.5k | 55.20 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $301k | -57% | 1.3k | 230.47 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $300k | -46% | 2.6k | 114.98 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $298k | -11% | 1.5k | 196.86 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $298k | -29% | 385.00 | 772.64 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $297k | 3.8k | 77.11 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $297k | -12% | 1.1k | 275.26 |
|
| Vistra Energy (VST) | 0.0 | $294k | -7% | 2.0k | 150.36 |
|
| Cigna Corp (CI) | 0.0 | $288k | -7% | 1.1k | 266.80 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $287k | -6% | 2.2k | 130.95 |
|
| Zillow Group Cl A (ZG) | 0.0 | $287k | +2% | 6.9k | 41.39 |
|
| Bitwise Funds Trust Crypto Industry (BITQ) | 0.0 | $285k | +18% | 15k | 18.86 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $285k | NEW | 3.5k | 80.61 |
|
| Omni (OMC) | 0.0 | $285k | -42% | 3.8k | 75.31 |
|
| Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) | 0.0 | $284k | +17% | 26k | 11.05 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $282k | -6% | 2.9k | 95.99 |
|
| D.R. Horton (DHI) | 0.0 | $282k | -17% | 2.1k | 137.19 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $282k | NEW | 2.4k | 119.51 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $281k | -16% | 719.00 | 390.24 |
|
| Consolidated Edison (ED) | 0.0 | $279k | +3% | 2.5k | 113.17 |
|
| Cadence Design Systems (CDNS) | 0.0 | $272k | -40% | 979.00 | 277.92 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.0 | $272k | -12% | 8.1k | 33.74 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $271k | -45% | 4.6k | 58.77 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $270k | -26% | 1.6k | 173.51 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $266k | -27% | 243.00 | 1093.45 |
|
| Rollins (ROL) | 0.0 | $264k | -4% | 5.0k | 53.41 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $262k | -53% | 668.00 | 392.02 |
|
| Bitwise Xrp Etf Beneficial Int (XRP) | 0.0 | $262k | NEW | 17k | 15.03 |
|
| Independence Realty Trust In (IRT) | 0.0 | $257k | 17k | 14.89 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $256k | 4.1k | 61.64 |
|
|
| Axon Enterprise (AXON) | 0.0 | $254k | +4% | 599.00 | 424.69 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $254k | 3.4k | 74.35 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $253k | +3% | 2.7k | 92.69 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $252k | -11% | 829.00 | 303.93 |
|
| Valero Energy Corporation (VLO) | 0.0 | $251k | -20% | 1.0k | 246.99 |
|
| MetLife (MET) | 0.0 | $250k | NEW | 3.5k | 70.73 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $249k | -7% | 2.9k | 84.60 |
|
| Carvana Cl A (CVNA) | 0.0 | $249k | -7% | 791.00 | 314.38 |
|
| Msci (MSCI) | 0.0 | $248k | -19% | 461.00 | 538.64 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $248k | 6.1k | 40.83 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $247k | -17% | 400.00 | 616.97 |
|
| Corning Incorporated (GLW) | 0.0 | $245k | NEW | 1.8k | 135.98 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.0 | $243k | NEW | 4.3k | 55.85 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.0 | $242k | NEW | 4.4k | 54.80 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $242k | +5% | 2.5k | 98.39 |
|
| Enbridge (ENB) | 0.0 | $241k | +6% | 4.5k | 54.14 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $240k | NEW | 3.0k | 78.77 |
|
| Exelon Corporation (EXC) | 0.0 | $240k | -12% | 4.9k | 49.02 |
|
| Ameriprise Financial (AMP) | 0.0 | $239k | -61% | 538.00 | 444.41 |
|
| Target Corporation (TGT) | 0.0 | $239k | -19% | 2.0k | 121.20 |
|
| AmerisourceBergen (COR) | 0.0 | $238k | -34% | 758.00 | 314.20 |
|
| Aon Shs Cl A (AON) | 0.0 | $238k | -20% | 737.00 | 322.93 |
|
| Marvell Technology (MRVL) | 0.0 | $237k | -57% | 2.4k | 99.05 |
|
| 3M Company (MMM) | 0.0 | $237k | -14% | 1.6k | 145.23 |
|
| eBay (EBAY) | 0.0 | $237k | NEW | 2.6k | 91.03 |
|
| Metropcs Communications (TMUS) | 0.0 | $234k | -58% | 1.1k | 209.96 |
|
| Equinix (EQIX) | 0.0 | $231k | NEW | 236.00 | 980.35 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $230k | -34% | 410.00 | 561.99 |
|
| Ea Series Trust Tbg Dividend Foc (TBG) | 0.0 | $230k | +3% | 6.6k | 34.86 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $228k | NEW | 5.4k | 42.24 |
|
| Nike CL B (NKE) | 0.0 | $228k | -11% | 4.3k | 52.83 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $225k | -69% | 11k | 20.70 |
|
| Kenvue (KVUE) | 0.0 | $225k | -33% | 13k | 17.24 |
|
| Realty Income (O) | 0.0 | $224k | NEW | 3.7k | 61.18 |
|
| Kroger (KR) | 0.0 | $223k | -18% | 3.1k | 72.35 |
|
| Tapestry (TPR) | 0.0 | $222k | NEW | 1.6k | 141.12 |
|
| Devon Energy Corporation (DVN) | 0.0 | $220k | -46% | 4.4k | 50.32 |
|
| Spdr Index Shs Fds State Street Spd (GWX) | 0.0 | $220k | 5.2k | 42.23 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $220k | NEW | 2.0k | 110.76 |
|
| Dell Technologies CL C (DELL) | 0.0 | $220k | -31% | 1.3k | 164.10 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $220k | +4% | 4.9k | 44.80 |
|
| Masimo Corporation (MASI) | 0.0 | $218k | NEW | 1.2k | 177.87 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $218k | -25% | 7.9k | 27.46 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $218k | +2% | 2.0k | 106.50 |
|
| Golub Capital BDC (GBDC) | 0.0 | $218k | -2% | 17k | 12.66 |
|
| Parsons Corporation (PSN) | 0.0 | $218k | NEW | 4.0k | 54.17 |
|
| Diamondback Energy (FANG) | 0.0 | $218k | -47% | 1.1k | 197.80 |
|
| Shell Spon Ads (SHEL) | 0.0 | $218k | -63% | 2.3k | 92.99 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $217k | NEW | 9.6k | 22.53 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $217k | -11% | 1.0k | 209.08 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $216k | -31% | 3.0k | 71.82 |
|
| PNC Financial Services (PNC) | 0.0 | $215k | -59% | 1.0k | 208.07 |
|
| Yum! Brands (YUM) | 0.0 | $215k | NEW | 1.4k | 155.45 |
|
| Rbc Cad (RY) | 0.0 | $212k | -10% | 1.3k | 161.82 |
|
| Guardant Health (GH) | 0.0 | $211k | -5% | 2.3k | 92.37 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $210k | -21% | 528.00 | 398.02 |
|
| Emcor (EME) | 0.0 | $208k | NEW | 281.00 | 738.50 |
|
| Digital Realty Trust (DLR) | 0.0 | $206k | NEW | 1.1k | 180.17 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $205k | -48% | 3.4k | 61.04 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $204k | -39% | 7.8k | 26.05 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $203k | -40% | 10k | 19.75 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $203k | NEW | 2.2k | 91.52 |
|
| Simon Property (SPG) | 0.0 | $202k | -41% | 1.1k | 186.60 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.0 | $202k | 4.9k | 41.54 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $202k | NEW | 2.9k | 70.83 |
|
| Central Bancompany Com Cl A (CBC) | 0.0 | $201k | NEW | 8.4k | 23.95 |
|
| Trinity Cap (TRIN) | 0.0 | $183k | 12k | 14.71 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $182k | -51% | 16k | 11.28 |
|
| Ford Motor Company (F) | 0.0 | $181k | -33% | 16k | 11.54 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $175k | -31% | 22k | 7.94 |
|
| D-wave Quantum (QBTS) | 0.0 | $168k | 12k | 14.43 |
|
|
| Medical Properties Trust (MPT) | 0.0 | $141k | +44% | 30k | 4.63 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $138k | -23% | 28k | 5.03 |
|
| Dhi (DHX) | 0.0 | $123k | NEW | 44k | 2.81 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $122k | -3% | 24k | 5.17 |
|
| Terra Innovatum Global Nv Ord Shs (NKLR) | 0.0 | $82k | 18k | 4.64 |
|
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $63k | +111% | 64k | 0.98 |
|
| Venu Hldg Corp (VENU) | 0.0 | $62k | NEW | 19k | 3.31 |
|
| Icl Group SHS (ICL) | 0.0 | $55k | -5% | 11k | 5.18 |
|
| Flyexclusive Com Cl A (FLYX) | 0.0 | $42k | NEW | 19k | 2.26 |
|
| Serina Therapeutics Com Shs (SER) | 0.0 | $42k | +21% | 22k | 1.94 |
|
| Gt Biopharma (GTBP) | 0.0 | $8.5k | NEW | 21k | 0.41 |
|
Past Filings by Keel Point
SEC 13F filings are viewable for Keel Point going back to 2015
- Keel Point 2026 Q1 filed June 1, 2026
- Keel Point 2025 Q4 filed Feb. 12, 2026
- Keel Point 2025 Q3 filed Dec. 16, 2025
- Keel Point 2025 Q2 filed Aug. 15, 2025
- Keel Point 2025 Q1 filed May 15, 2025
- Keel Point 2024 Q4 filed Feb. 14, 2025
- Keel Point 2024 Q3 filed Nov. 14, 2024
- Keel Point 2024 Q2 filed Aug. 14, 2024
- Keel Point 2024 Q1 filed April 16, 2024
- Keel Point 2023 Q4 filed Jan. 30, 2024
- Keel Point 2023 Q3 filed Oct. 26, 2023
- Keel Point 2023 Q2 filed July 12, 2023
- Keel Point 2023 Q1 filed April 3, 2023
- Keel Point 2022 Q4 filed Jan. 17, 2023
- Keel Point 2022 Q3 filed Oct. 5, 2022
- Keel Point 2022 Q2 filed Aug. 11, 2022