Keeler Thomas Management as of Dec. 31, 2024
Portfolio Holdings for Keeler Thomas Management
Keeler Thomas Management holds 67 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Ibonds Dec2026 (IBDR) | 5.7 | $16M | 661k | 24.07 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 5.6 | $16M | 623k | 25.05 | |
| Ishares Tr Eafe Value Etf (EFV) | 3.9 | $11M | 209k | 52.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $9.8M | 22k | 453.28 | |
| Costco Wholesale Corporation (COST) | 3.0 | $8.4M | 9.2k | 916.28 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.9 | $8.2M | 343k | 23.96 | |
| Apple (AAPL) | 2.7 | $7.6M | 31k | 250.42 | |
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 2.5 | $7.1M | 303k | 23.32 | |
| Wal-Mart Stores (WMT) | 2.4 | $6.7M | 75k | 90.35 | |
| Schwab Strategic Tr Fundamental Emer (FNDE) | 2.3 | $6.6M | 227k | 29.07 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 2.2 | $6.1M | 269k | 22.80 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.2 | $6.1M | 246k | 24.90 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 2.2 | $6.1M | 284k | 21.36 | |
| Digital Realty Trust (DLR) | 2.2 | $6.1M | 34k | 177.33 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 2.1 | $5.9M | 103k | 57.27 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 2.1 | $5.8M | 286k | 20.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $5.8M | 31k | 189.30 | |
| Blackrock (BLK) | 2.0 | $5.6M | 5.5k | 1025.09 | |
| UnitedHealth (UNH) | 2.0 | $5.6M | 11k | 505.84 | |
| Caterpillar (CAT) | 2.0 | $5.6M | 15k | 362.81 | |
| Pacer Fds Tr Pacer Us Small (CALF) | 1.9 | $5.4M | 123k | 44.05 | |
| Union Pacific Corporation (UNP) | 1.9 | $5.2M | 23k | 228.09 | |
| Visa Com Cl A (V) | 1.9 | $5.2M | 16k | 316.03 | |
| Fiserv (FI) | 1.8 | $5.1M | 25k | 205.42 | |
| Amazon (AMZN) | 1.8 | $4.9M | 23k | 219.39 | |
| McDonald's Corporation (MCD) | 1.7 | $4.9M | 17k | 289.88 | |
| Deere & Company (DE) | 1.7 | $4.8M | 11k | 423.71 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $4.8M | 14k | 342.16 | |
| salesforce (CRM) | 1.7 | $4.8M | 14k | 334.34 | |
| Exxon Mobil Corporation (XOM) | 1.7 | $4.8M | 44k | 107.60 | |
| Chevron Corporation (CVX) | 1.6 | $4.6M | 32k | 144.84 | |
| Textron (TXT) | 1.5 | $4.3M | 56k | 76.51 | |
| Kenvue (KVUE) | 1.5 | $4.2M | 195k | 21.35 | |
| SYSCO Corporation (SYY) | 1.4 | $4.1M | 53k | 76.47 | |
| Meta Platforms Cl A (META) | 1.4 | $4.0M | 6.9k | 585.49 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 1.4 | $3.9M | 172k | 22.82 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $3.9M | 103k | 37.54 | |
| Ishares Tr Msci India Etf (INDA) | 1.4 | $3.8M | 73k | 52.67 | |
| Abbott Laboratories (ABT) | 1.2 | $3.3M | 29k | 113.14 | |
| Keysight Technologies (KEYS) | 1.1 | $3.2M | 20k | 160.63 | |
| Toll Brothers (TOL) | 1.1 | $3.2M | 25k | 125.95 | |
| Microsoft Corporation (MSFT) | 1.1 | $3.1M | 7.4k | 421.69 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $3.1M | 7.0k | 444.87 | |
| NVIDIA Corporation (NVDA) | 1.1 | $3.1M | 23k | 134.29 | |
| Cousins Pptys Com New (CUZ) | 1.1 | $3.0M | 97k | 30.64 | |
| Waste Management (WM) | 0.9 | $2.5M | 13k | 201.79 | |
| Fifth Third Ban (FITB) | 0.9 | $2.4M | 57k | 42.28 | |
| East West Ban (EWBC) | 0.6 | $1.8M | 19k | 95.76 | |
| Novo-nordisk A S Adr (NVO) | 0.6 | $1.7M | 20k | 86.02 | |
| Intuit (INTU) | 0.5 | $1.5M | 2.3k | 628.40 | |
| Repligen Corporation (RGEN) | 0.5 | $1.3M | 9.0k | 144.13 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $1.3M | 14k | 92.73 | |
| Merck & Co (MRK) | 0.4 | $1.1M | 11k | 99.48 | |
| Hca Holdings (HCA) | 0.3 | $797k | 2.7k | 300.50 | |
| Glacier Ban (GBCI) | 0.3 | $758k | 15k | 50.22 | |
| Pepsi (PEP) | 0.2 | $701k | 4.6k | 152.05 | |
| Nike CL B (NKE) | 0.2 | $693k | 9.2k | 75.67 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $539k | 1.9k | 289.83 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $512k | 19k | 27.32 | |
| Starbucks Corporation (SBUX) | 0.2 | $503k | 5.5k | 91.25 | |
| Hershey Company (HSY) | 0.2 | $453k | 2.7k | 169.35 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $365k | 1.9k | 194.61 | |
| Johnson & Johnson (JNJ) | 0.1 | $330k | 2.3k | 144.62 | |
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $329k | 3.1k | 104.87 | |
| Etf Ser Solutions Distillate Us (DSTL) | 0.1 | $260k | 4.7k | 54.92 | |
| Oracle Corporation (ORCL) | 0.1 | $229k | 1.4k | 166.63 | |
| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $223k | 6.3k | 35.36 |