KP

Keel Point, LLC

13F
Keel Point, LLC
Last update 2025-05-16 472 Stocks (51 new)
Value $1.29 Bil Turnover 8 %
Countries:
Top Holdings: VOO(15.98%)SPY(5.63%)NFLX(4.87%)AGG(3.19%)IWB(2.97%)
Summary Stock Picks Current Portfolio
Keel Point, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
400,517
205,829.9
+11.24%
15.980
+1.61%
0.040
+25.23%
+6.53%
651,240.4
 
SPY
SPDR S&P 500 ETF Trust
129,671
72,536.8
-8.12%
5.630
-0.54%
0.010
+25.32%
+6.48%
638,010.6
 
NFLX
Netflix Inc
67,237
62,700.5
-0.25%
4.870
-0.01%
0.020
+46.52%
+43.08%
542,735.3
Media - Diversified
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
414,877
41,039.7
+4.65%
3.190
+0.14%
0.030
+1.38%
+3.20%
127,749.8
 
IWB
iShares Russell 1000 ETF
124,725
38,258.2
+1.76%
2.970
+0.05%
0.100
+25.53%
+6.41%
41,723.4
 
VEA
Vanguard FTSE Developed Markets ETF
737,050
37,464.3
+11.34%
2.910
+0.30%
0.030
+25.68%
+20.53%
157,444.7
 
EFA
iShares MSCI EAFE ETF
384,814
31,450.8
-8.08%
2.440
-0.20%
0.050
+24.38%
+20.02%
64,331.7
 
GLD
SPDR Gold Shares ETF
94,132
27,123.1
-1.64%
2.110
-0.03%
0.030
+10.52%
+25.62%
101,317.1
 
AAPL
Apple Inc
119,578
26,561.9
+8.46%
2.060
+0.16%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
AMZN
Amazon.com Inc
109,402
20,814.8
+7.71%
1.620
+0.12%
0.000
+28.54%
-0.01%
2,328,803.1
Retail - Cyclical

Keel Point, LLC's Historical Top Holdings Breakdowns

Keel Point, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+1.61%
●
507.05 ($540.58) 563.67
$570.23
5.48%
Add 11.24%
400,517
40,462
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.54%
●
551.42 ($587.78) 612.93
$620.34
5.54%
Reduce -8.12%
129,671
-11,464
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
New Buy
New Buy
+0.40%
●
49.42 ($49.98) 50.43
$50.95
1.94%
New holding
102,432
102,432
XLF
Financial Select Sector SPDR
2025-03-31
Add
Add
+0.30%
●
47.32 ($50.16) 52.19
$52.21
4.09%
Add 61.89%
202,439
77,393
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.30%
●
47.4 ($50.6) 52.99
$56.92
12.49%
Add 11.34%
737,050
75,095
BBJP
JPMorgan BetaBuilders Japan ETF
2025-03-31
Add
Add
+0.26%
●
53.35 ($56.19) 58.68
$60.36
7.42%
Add 161.73%
95,562
59,050
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.21%
●
91.17 ($93.56) 95.39
$94.32
0.81%
Add 31.05%
119,496
28,313
EFA
iShares MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.20%
●
74.85 ($80.6) 84.89
$89.20
10.67%
Reduce -8.08%
384,814
-33,809
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.17%
●
198.1 ($216.92) 229.79
$221.25
2.00%
Reduce -61.34%
6,089
-9,663
BBCA
JPMorgan BetaBuilders Canada ETF
2025-03-31
Add
Add
+0.17%
●
69.15 ($72.05) 74.69
$80.33
11.49%
Add 70.8%
74,140
30,732

Keel Point, LLC Total Holding History ($B)

To

Keel Point, LLC's Asset Allocation

To

Keel Point, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Keel Point, LLC's Hypothetical Growth since 2025-03-31

Keel Point, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Keel Point, LLC's Holdings Heat Map

Size field:

Keel Point, LLC's Holdings Bubble Chart

Keel Point, LLC News

  • 1

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