Keel Point, LLC Top Holdings and 13F Report (2024)

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About Keel Point, LLC

Investment Activity

Keel Point, LLC has $966.84 million in total holdings as of March 31, 2024.
Keel Point, LLC owns shares of 384 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 11.00% of the portfolio was purchased this quarter.
About 2.14% of the portfolio was sold this quarter.
This quarter, Keel Point, LLC has purchased 351 new stocks and bought additional shares in 231 stocks.
Keel Point, LLC sold shares of 83 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $138,969,715
SPDR S&P 500 ETF Trust: $61,655,249
iShares Russell 1000 ETF: $37,679,999
iShares Core U.S. Aggregate Bond ETF: $35,019,539
SPDR Portfolio S&P 500 ETF: $33,852,022

Largest New Holdings this Quarter

Motorola Solutions: $4,357,449 Holding
MercadoLibre: $932,879 Holding
iShares S&P Mid-Cap 400 Growth ETF: $578,605 Holding
Timothy Plan High Dividend Stock ETF: $461,351 Holding
iShares MSCI EAFE Value ETF: $456,253 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 37,908 shares (about $18.22M)
iShares Core U.S. Aggregate Bond ETF: 71,748 shares (about $7.03M)
Motorola Solutions: 12,275 shares (about $4.36M)
Netflix: 6,105 shares (about $3.71M)
Walmart: 58,199 shares (about $3.50M)

Largest Sales this Quarter

iShares MSCI ACWI ETF: 46,339 shares (about $5.10M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 27,308 shares (about $1.40M)
Inspire Global Hope ETF: 34,557 shares (about $1.30M)
Inspire 100 ETF: 22,007 shares (about $856.29K)
SPDR Portfolio Long Term Treasury ETF: 25,986 shares (about $726.05K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$138,969,715	$18,222,353 ▲	15.1%	289,099	14.4%	ETF
SPY SPDR S&P 500 ETF Trust	$61,655,249	$2,019,745 ▲	3.4%	144,725	6.4%	Finance
IWB iShares Russell 1000 ETF	$37,679,999	$565,978 ▲	1.5%	130,820	3.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$35,019,539	$7,027,002 ▲	25.1%	357,561	3.6%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$33,852,022		0.0%	550,171	3.5%	ETF
EFA iShares MSCI EAFE ETF	$29,700,647	$307,381 ▲	1.0%	371,909	3.1%	Finance
VEA Vanguard FTSE Developed Markets ETF	$28,566,502	$3,055,253 ▲	12.0%	569,394	3.0%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$23,560,359	$3,125,824 ▲	15.3%	203,440	2.4%	ETF
MSFT Microsoft	$19,280,725	$1,180,118 ▲	6.5%	45,828	2.0%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$17,543,229	$326,941 ▲	1.9%	52,049	1.8%	ETF
GLD SPDR Gold Shares	$16,895,208	$489,615 ▲	3.0%	82,127	1.7%	Finance
EEM iShares MSCI Emerging Markets ETF	$14,119,004	$1,523,576 ▲	12.1%	343,695	1.5%	Finance
IWD iShares Russell 1000 Value ETF	$13,463,401	$364,849 ▲	2.8%	75,168	1.4%	ETF
AAPL Apple	$12,924,825	$1,605,057 ▲	14.2%	75,372	1.3%	Computer and Technology
MGC Vanguard Mega Cap ETF	$12,324,503	$297,498 ▼	-2.4%	65,952	1.3%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$11,046,059	$993,790 ▲	9.9%	101,414	1.1%	Finance
QQQ Invesco QQQ	$10,741,241	$2,684,533 ▲	33.3%	24,191	1.1%	Finance
AMZN Amazon.com	$9,610,277	$3,302,574 ▲	52.4%	53,278	1.0%	Retail/Wholesale
GOOGL Alphabet	$9,200,938	$720,988 ▲	8.5%	60,962	1.0%	Computer and Technology
NVDA NVIDIA	$7,955,419	$1,349,846 ▲	20.4%	8,805	0.8%	Computer and Technology
BRK.A Berkshire Hathaway	$7,613,280		0.0%	12	0.8%	Finance
XLK Technology Select Sector SPDR Fund	$6,994,063	$490,263 ▲	7.5%	33,582	0.7%	ETF
VXF Vanguard Extended Market ETF	$6,589,841	$2,339,518 ▲	55.0%	37,598	0.7%	ETF
V Visa	$6,483,923	$575,747 ▲	9.7%	23,233	0.7%	Business Services
ACN Accenture	$6,453,602	$26,689 ▼	-0.4%	18,619	0.7%	Business Services
SO Southern	$6,359,638	$48,640 ▲	0.8%	88,648	0.7%	Utilities
IEF iShares 7-10 Year Treasury Bond ETF	$6,208,014	$1,407,505 ▲	29.3%	65,582	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$6,207,552	$1,679,036 ▲	37.1%	75,905	0.6%	Manufacturing
DIS Walt Disney	$5,741,825	$1,034,179 ▲	22.0%	46,926	0.6%	Consumer Discretionary
BAND Bandwidth	$5,354,362		0.0%	293,229	0.6%	Computer and Technology
QCOM QUALCOMM	$5,267,813	$652,149 ▼	-11.0%	31,115	0.5%	Computer and Technology
APH Amphenol	$5,186,340	$28,030 ▲	0.5%	44,962	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$5,111,159	$179,054 ▲	3.6%	38,736	0.5%	Medical
WMT Walmart	$5,078,835	$3,501,838 ▲	222.1%	84,408	0.5%	Retail/Wholesale
TMO Thermo Fisher Scientific	$5,014,589	$193,539 ▲	4.0%	8,628	0.5%	Medical
JNJ Johnson & Johnson	$4,959,305	$566,642 ▲	12.9%	31,350	0.5%	Medical
FI Fiserv	$4,906,774	$70,640 ▲	1.5%	30,702	0.5%	Business Services
META Meta Platforms	$4,762,192	$847,356 ▲	21.6%	9,807	0.5%	Computer and Technology
BLES Inspire Global Hope ETF	$4,719,575	$1,298,998 ▼	-21.6%	125,554	0.5%	ETF
SHW Sherwin-Williams	$4,698,380	$530,726 ▼	-10.1%	13,527	0.5%	Construction
NFLX Netflix	$4,638,787	$3,707,750 ▲	398.2%	7,638	0.5%	Consumer Discretionary
SYK Stryker	$4,630,256	$56,187 ▲	1.2%	12,938	0.5%	Medical
FDX FedEx	$4,584,861	$84,315 ▲	1.9%	15,824	0.5%	Transportation
DHR Danaher	$4,537,372	$221,000 ▲	5.1%	18,170	0.5%	Multi-Sector Conglomerates
CVS CVS Health	$4,516,574	$683,384 ▲	17.8%	56,627	0.5%	Retail/Wholesale
TLT iShares 20+ Year Treasury Bond ETF	$4,478,438	$48,445 ▲	1.1%	47,331	0.5%	ETF
FAST Fastenal	$4,448,171	$480,425 ▼	-9.7%	57,664	0.5%	Retail/Wholesale
ICE Intercontinental Exchange	$4,435,698	$59,920 ▲	1.4%	32,276	0.5%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$4,368,929	$336,218 ▲	8.3%	68,987	0.5%	ETF
MSI Motorola Solutions	$4,357,449	$4,357,449 ▲	New Holding	12,275	0.5%	Computer and Technology
ITW Illinois Tool Works	$4,250,036	$120,747 ▲	2.9%	15,839	0.4%	Industrial Products
CHD Church & Dwight	$4,220,063	$506,424 ▲	13.6%	40,457	0.4%	Consumer Staples
ROP Roper Technologies	$4,079,282	$77,391 ▲	1.9%	7,274	0.4%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$4,075,608	$1,480,810 ▲	57.1%	78,985	0.4%	ETF
CHKP Check Point Software Technologies	$4,025,564	$56,583 ▲	1.4%	24,545	0.4%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$3,911,197	$5,103,366 ▼	-56.6%	35,514	0.4%	Manufacturing
EXPD Expeditors International of Washington	$3,909,243	$269,037 ▲	7.4%	32,156	0.4%	Transportation
BND Vanguard Total Bond Market ETF	$3,705,444	$887,032 ▲	31.5%	51,018	0.4%	ETF
XLF Financial Select Sector SPDR Fund	$3,650,583	$359,663 ▲	10.9%	86,671	0.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,443,747	$25,225 ▲	0.7%	68,261	0.4%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$3,212,295	$473,436 ▲	17.3%	54,864	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$3,211,638	$19,493 ▼	-0.6%	12,357	0.3%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$2,924,755		0.0%	36,601	0.3%	Manufacturing
BBCA JPMorgan BetaBuilders Canada ETF	$2,900,088		0.0%	43,408	0.3%	ETF
HD Home Depot	$2,890,840	$162,265 ▲	5.9%	7,536	0.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$2,816,176	$69,805 ▲	2.5%	6,697	0.3%	Finance
IBM International Business Machines	$2,628,159	$178,355 ▼	-6.4%	13,763	0.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$2,501,577	$2,001,262 ▲	400.0%	41,185	0.3%	ETF
BSCO Invesco BulletShares 2024 Corporate Bond ETF	$2,400,490	$230,418 ▲	10.6%	114,473	0.2%	ETF
BNDX Vanguard Total International Bond ETF	$2,397,085	$639 ▲	0.0%	48,731	0.2%	ETF
GOVT iShares U.S. Treasury Bond ETF	$2,389,705	$229,498 ▲	10.6%	104,950	0.2%	ETF
SFBS ServisFirst Bancshares	$2,386,167	$1,526 ▲	0.1%	35,958	0.2%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$2,334,261	$925 ▲	0.0%	42,886	0.2%	ETF
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$2,263,967	$253,597 ▲	12.6%	110,816	0.2%	ETF
VOT Vanguard Mid-Cap Growth ETF	$2,241,440	$114,831 ▲	5.4%	9,506	0.2%	ETF
BBJP JPMorgan BetaBuilders Japan ETF	$2,139,300	$937 ▼	0.0%	36,538	0.2%	ETF
TSLA Tesla	$2,103,056	$373,041 ▲	21.6%	11,963	0.2%	Auto/Tires/Trucks
SLV iShares Silver Trust	$2,088,177	$17,631 ▼	-0.8%	91,788	0.2%	ETF
VPL Vanguard FTSE Pacific ETF	$2,076,330	$8,439 ▲	0.4%	27,309	0.2%	ETF
JPM JPMorgan Chase & Co.	$2,024,959	$65,496 ▲	3.3%	10,110	0.2%	Finance
UNH UnitedHealth Group	$2,000,761	$16,327 ▲	0.8%	4,044	0.2%	Medical
BIBL Inspire 100 ETF	$1,943,827	$856,292 ▼	-30.6%	49,957	0.2%	ETF
SCHF Schwab International Equity ETF	$1,919,824	$30,397 ▲	1.6%	49,201	0.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,900,805	$88,417 ▲	4.9%	11,566	0.2%	ETF
IBD Inspire Corporate Bond ETF	$1,869,642	$630,133 ▼	-25.2%	79,627	0.2%	ETF
MA Mastercard	$1,810,764	$121,360 ▲	7.2%	3,760	0.2%	Business Services
IWP iShares Russell Mid-Cap Growth ETF	$1,795,443	$120,647 ▲	7.2%	15,730	0.2%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$1,778,039	$300,932 ▲	20.4%	72,278	0.2%	ETF
GOOG Alphabet	$1,768,804	$327,663 ▲	22.7%	11,617	0.2%	Computer and Technology
LLY Eli Lilly and Company	$1,731,954	$129,157 ▲	8.1%	2,226	0.2%	Medical
ISRG Intuitive Surgical	$1,696,931	$1,194,876 ▲	238.0%	4,252	0.2%	Medical
CRM Salesforce	$1,684,801	$327,985 ▲	24.2%	5,594	0.2%	Computer and Technology
VNQ Vanguard Real Estate ETF	$1,637,317	$104,900 ▼	-6.0%	18,933	0.2%	ETF
IWY iShares Russell Top 200 Growth ETF	$1,620,985	$1,042,090 ▲	180.0%	8,308	0.2%	ETF
NSC Norfolk Southern	$1,619,343	$7,900 ▲	0.5%	6,354	0.2%	Transportation
SCHV Schwab U.S. Large-Cap Value ETF	$1,585,546	$235,537 ▼	-12.9%	20,868	0.2%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$1,533,614	$28,894 ▼	-1.8%	11,624	0.2%	ETF
WWJD Inspire International ETF	$1,517,631	$560,774 ▼	-27.0%	50,554	0.2%	ETF
EFG iShares MSCI EAFE Growth ETF	$1,506,692	$44,836 ▼	-2.9%	14,517	0.2%	ETF
DVY iShares Select Dividend ETF	$1,504,569	$805,377 ▲	115.2%	12,214	0.2%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$1,475,957	$535,093 ▲	56.9%	76,833	0.2%	ETF
PG Procter & Gamble	$1,458,943	$36,506 ▲	2.6%	8,992	0.2%	Consumer Staples
AMD Advanced Micro Devices	$1,438,248	$155,394 ▲	12.1%	7,969	0.1%	Computer and Technology
AVGO Broadcom	$1,433,339	$186,957 ▲	15.0%	1,081	0.1%	Computer and Technology
IVLU iShares MSCI Intl Value Factor ETF	$1,431,384		0.0%	50,704	0.1%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$1,422,675	$210,055 ▲	17.3%	50,485	0.1%	ETF
XOM Exxon Mobil	$1,392,691	$25,341 ▲	1.9%	11,981	0.1%	Oils/Energy
IVV iShares Core S&P 500 ETF	$1,385,912	$380,653 ▲	37.9%	2,636	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,382,231	$93,566 ▼	-6.3%	33,091	0.1%	ETF
TTWO Take-Two Interactive Software	$1,382,145	$14,849 ▼	-1.1%	9,308	0.1%	Consumer Discretionary
VB Vanguard Small-Cap ETF	$1,318,654	$18,972 ▼	-1.4%	5,769	0.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,302,008	$518,217 ▲	66.1%	11,781	0.1%	ETF
SOXX iShares Semiconductor ETF	$1,291,499	$843,755 ▲	188.4%	5,717	0.1%	ETF
VUG Vanguard Growth ETF	$1,267,120	$49,225 ▼	-3.7%	3,681	0.1%	ETF
VTV Vanguard Value ETF	$1,227,786	$26,383 ▼	-2.1%	7,539	0.1%	ETF
INDA iShares MSCI India ETF	$1,215,873	$2,064 ▲	0.2%	23,568	0.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,157,552	$51,157 ▼	-4.2%	8,508	0.1%	Computer and Technology
LOW Lowe's Companies	$1,145,742	$33,114 ▲	3.0%	4,498	0.1%	Retail/Wholesale
ADBE Adobe	$1,140,901	$17,661 ▲	1.6%	2,261	0.1%	Computer and Technology
ABBV AbbVie	$1,137,046	$81,035 ▲	7.7%	6,244	0.1%	Medical
CSCO Cisco Systems	$1,117,263	$177,327 ▲	18.9%	22,386	0.1%	Computer and Technology
KO Coca-Cola	$1,112,373	$28,816 ▲	2.7%	18,182	0.1%	Consumer Staples
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,108,022		0.0%	9,367	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$1,104,936	$119,520 ▲	12.1%	7,479	0.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$1,100,865	$329,805 ▲	42.8%	11,873	0.1%	ETF
ORCL Oracle	$1,068,766	$401,431 ▲	60.2%	8,509	0.1%	Computer and Technology
PPLT Aberdeen Standard Physical Platinum Shares ETF	$1,055,069	$8,188 ▼	-0.8%	12,628	0.1%	ETF
ASML ASML	$1,054,050	$8,735 ▼	-0.8%	1,086	0.1%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$1,046,302	$296,789 ▲	39.6%	5,690	0.1%	Finance
COST Costco Wholesale	$1,042,192	$103,999 ▲	11.1%	1,423	0.1%	Retail/Wholesale
ISMD Inspire Small/Mid Cap ETF	$1,005,543		0.0%	27,924	0.1%	ETF
NVO Novo Nordisk A/S	$1,002,929	$139,570 ▲	16.2%	7,811	0.1%	Medical
CVX Chevron	$992,990	$93,226 ▲	10.4%	6,295	0.1%	Oils/Energy
VT Vanguard Total World Stock ETF	$939,858	$2,431 ▲	0.3%	8,506	0.1%	ETF
MELI MercadoLibre	$932,879	$932,879 ▲	New Holding	617	0.1%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$928,078	$631 ▼	-0.1%	4,413	0.1%	Finance
TIP iShares TIPS Bond ETF	$927,302	$967 ▼	-0.1%	8,633	0.1%	ETF
XLE Energy Select Sector SPDR Fund	$926,753	$75,813 ▲	8.9%	9,816	0.1%	ETF
INTU Intuit	$890,528	$25,351 ▲	2.9%	1,370	0.1%	Computer and Technology
GWX SPDR S&P International Small Cap ETF	$880,018	$12,407 ▲	1.4%	27,094	0.1%	ETF
CAT Caterpillar	$873,574	$52,033 ▼	-5.6%	2,384	0.1%	Industrial Products
LINDE PLC	$852,328	$7,428 ▲	0.9%	1,836	0.1%	SHS
ABT Abbott Laboratories	$841,714	$69,897 ▲	9.1%	7,406	0.1%	Medical
MCD McDonald's	$836,932	$99,541 ▲	13.5%	2,968	0.1%	Retail/Wholesale
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$823,819	$101,655 ▲	14.1%	15,965	0.1%	Manufacturing
UNP Union Pacific	$817,400	$53,116 ▲	6.9%	3,324	0.1%	Transportation
MUB iShares National Muni Bond ETF	$817,114	$82,099 ▲	11.2%	7,594	0.1%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$816,906		0.0%	7,106	0.1%	Manufacturing
ELEVATION SERIES TRUST	$808,467	$446,048 ▲	123.1%	27,175	0.1%	SOVEREIGNS CAPIT
BKNG Booking	$794,524	$319,261 ▲	67.2%	219	0.1%	Retail/Wholesale
UCBI United Community Banks	$789,363		0.0%	29,991	0.1%	Finance
HTRB Hartford Total Return Bond ETF	$781,014	$13,294 ▼	-1.7%	23,148	0.1%	ETF
VBK Vanguard Small-Cap Growth ETF	$760,362	$38,331 ▲	5.3%	2,916	0.1%	ETF
SBUX Starbucks	$747,741	$269,322 ▲	56.3%	8,182	0.1%	Retail/Wholesale
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$735,470	$1,400,378 ▼	-65.6%	14,342	0.1%	Manufacturing
BAC Bank of America	$730,882	$19,112 ▼	-2.5%	19,274	0.1%	Finance
UBER Uber Technologies	$724,938	$117,025 ▲	19.3%	9,416	0.1%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$713,767	$190,265 ▲	36.3%	3,909	0.1%	ETF
VZ Verizon Communications	$705,505	$118,032 ▲	20.1%	16,814	0.1%	Computer and Technology
CGW Invesco S&P Global Water Index ETF	$703,565		0.0%	12,670	0.1%	ETF
SMH VanEck Semiconductor ETF	$660,518	$44,544 ▲	7.2%	2,936	0.1%	Manufacturing
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF	$657,240		0.0%	13,647	0.1%	ETF
NEE NextEra Energy	$635,782	$56,050 ▲	9.7%	9,948	0.1%	Utilities
AMAT Applied Materials	$631,859	$47,843 ▲	8.2%	3,064	0.1%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$623,345	$2,780 ▲	0.4%	19,510	0.1%	ETF
PEP PepsiCo	$616,021	$66,677 ▲	12.1%	3,520	0.1%	Consumer Staples
AMGN Amgen	$615,176	$11,655 ▲	1.9%	2,164	0.1%	Medical
PGR Progressive	$601,944	$34,545 ▲	6.1%	2,910	0.1%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$601,525	$1,588 ▼	-0.3%	7,197	0.1%	ETF
ELV Elevance Health	$600,035	$99,055 ▲	19.8%	1,157	0.1%	Medical
BA Boeing	$588,041	$276,748 ▲	88.9%	3,047	0.1%	Aerospace
IYR iShares U.S. Real Estate ETF	$580,484	$8,181 ▼	-1.4%	6,457	0.1%	ETF
XLU Utilities Select Sector SPDR Fund	$579,952	$33,350 ▲	6.1%	8,834	0.1%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$578,605	$578,605 ▲	New Holding	6,341	0.1%	ETF
T AT&T	$577,528	$32,683 ▲	6.0%	32,814	0.1%	Computer and Technology
SPROTT PHYSICAL GOLD TR	$577,247	$57,678 ▼	-9.1%	33,367	0.1%	UNIT
FREL Fidelity MSCI Real Estate Index ETF	$572,754	$51,319 ▲	9.8%	21,953	0.1%	ETF
ETN Eaton	$570,612	$18,447 ▼	-3.1%	1,825	0.1%	Industrial Products
USO United States Oil Fund	$570,478		0.0%	7,246	0.1%	ETF
ADSK Autodesk	$563,288	$222,659 ▲	65.4%	2,163	0.1%	Computer and Technology
ARKK ARK Innovation ETF	$560,145	$9,615 ▼	-1.7%	11,185	0.1%	ETF
GE General Electric	$558,259	$64,955 ▲	13.2%	3,180	0.1%	Transportation
XLP Consumer Staples Select Sector SPDR Fund	$554,392	$8,705 ▲	1.6%	7,260	0.1%	ETF
URI United Rentals	$552,370	$2,163 ▲	0.4%	766	0.1%	Construction
FNK First Trust Mid Cap Value AlphaDEX Fund	$543,507	$7,255 ▼	-1.3%	10,038	0.1%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$541,055	$2,478 ▲	0.5%	10,919	0.1%	ETF
BLK BlackRock	$540,639	$50,893 ▲	10.4%	648	0.1%	Finance
HON Honeywell International	$532,873	$63,222 ▼	-10.6%	2,596	0.1%	Multi-Sector Conglomerates
NOW ServiceNow	$530,630	$53,368 ▲	11.2%	696	0.1%	Computer and Technology
SAP SAP	$528,188	$585 ▲	0.1%	2,708	0.1%	Computer and Technology
AMP Ameriprise Financial	$527,884	$26,745 ▲	5.3%	1,204	0.1%	Finance
LRCX Lam Research	$524,100	$18,475 ▼	-3.4%	539	0.1%	Computer and Technology
TGT Target	$521,702	$31,898 ▲	6.5%	2,944	0.1%	Retail/Wholesale
DY Dycom Industries	$517,688		0.0%	3,607	0.1%	Construction
VTEB Vanguard Tax-Exempt Bond ETF	$512,426	$160,351 ▲	45.5%	10,127	0.1%	ETF
EWL iShares MSCI Switzerland ETF	$506,750		0.0%	10,646	0.1%	ETF
MBB iShares MBS ETF	$505,795	$3,881 ▲	0.8%	5,473	0.1%	ETF
EWW iShares MSCI Mexico ETF	$502,853	$1,248 ▼	-0.2%	7,255	0.1%	ETF
TT Trane Technologies	$498,390	$100,278 ▲	25.2%	1,660	0.1%	Business Services
GPN Global Payments	$496,542	$3,341 ▲	0.7%	3,715	0.1%	Business Services
VTWO Vanguard Russell 2000 ETF	$495,549	$17,182 ▼	-3.4%	5,826	0.1%	ETF
HCA HCA Healthcare	$495,332	$1,668 ▲	0.3%	1,485	0.1%	Medical
SPGI S&P Global	$494,564	$74,057 ▲	17.6%	1,162	0.1%	Business Services
ROST Ross Stores	$493,848	$7,632 ▲	1.6%	3,365	0.1%	Retail/Wholesale
CMCSA Comcast	$488,099	$97,152 ▲	24.9%	11,259	0.1%	Consumer Discretionary
WM Waste Management	$484,102	$23,662 ▲	5.1%	2,271	0.1%	Business Services
PH Parker-Hannifin	$481,396	$13,341 ▲	2.9%	866	0.0%	Industrial Products
GD General Dynamics	$480,937	$18,085 ▲	3.9%	1,702	0.0%	Aerospace
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$479,583	$446 ▲	0.1%	5,376	0.0%	ETF
TJX TJX Companies	$478,918	$49,799 ▲	11.6%	4,722	0.0%	Retail/Wholesale
ADP Automatic Data Processing	$474,960	$84,903 ▲	21.8%	1,902	0.0%	Business Services
NOC Northrop Grumman	$473,031	$11,012 ▲	2.4%	988	0.0%	Aerospace
TXN Texas Instruments	$472,511	$44,254 ▲	10.3%	2,712	0.0%	Computer and Technology
TFC Truist Financial	$470,672	$6,315 ▲	1.4%	12,075	0.0%	Finance
ESGE iShares ESG Aware MSCI EM ETF	$470,637		0.0%	14,602	0.0%	Manufacturing
MNST Monster Beverage	$464,696	$218,862 ▲	89.0%	7,839	0.0%	Consumer Staples
AVDV Avantis International Small Cap Value ETF	$462,140		0.0%	7,017	0.0%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$461,463		0.0%	8,016	0.0%	Manufacturing
TPHD Timothy Plan High Dividend Stock ETF	$461,351	$461,351 ▲	New Holding	12,755	0.0%	ETF
EFV iShares MSCI EAFE Value ETF	$456,253	$456,253 ▲	New Holding	8,387	0.0%	ETF
NEM Newmont	$452,575	$53,794 ▼	-10.6%	12,628	0.0%	Basic Materials
CI The Cigna Group	$451,144	$38,503 ▲	9.3%	1,242	0.0%	Medical
LIT Global X Lithium & Battery Tech ETF	$449,775	$5,525 ▼	-1.2%	9,931	0.0%	ETF
AFL Aflac	$446,491	$20,693 ▲	4.9%	5,200	0.0%	Finance
SONY Sony Group	$445,078	$13,375 ▲	3.1%	5,191	0.0%	Consumer Discretionary
DFAI Dimensional International Core Equity Market ETF	$444,325	$444,325 ▲	New Holding	14,703	0.0%	ETF
FVD First Trust Value Line Dividend Index Fund	$443,933	$115,206 ▲	35.0%	10,512	0.0%	ETF
VRTX Vertex Pharmaceuticals	$427,206	$191,448 ▲	81.2%	1,022	0.0%	Medical
SCHW Charles Schwab	$424,453	$30,168 ▲	7.7%	5,867	0.0%	Finance
REGN Regeneron Pharmaceuticals	$423,496	$165,548 ▲	64.2%	440	0.0%	Medical
BX Blackstone	$420,185	$18,920 ▼	-4.3%	3,198	0.0%	Finance
FNDC Schwab Fundamental International Small Cap Company Index ETF	$418,049	$123,045 ▼	-22.7%	11,786	0.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$415,050	$80,679 ▲	24.1%	5,592	0.0%	ETF
PLD Prologis	$409,530	$96,100 ▲	30.7%	3,145	0.0%	Finance
INTC Intel	$408,146	$74,076 ▲	22.2%	9,240	0.0%	Computer and Technology
TM Toyota Motor	$406,967	$3,272 ▼	-0.8%	1,617	0.0%	Auto/Tires/Trucks
SPTL SPDR Portfolio Long Term Treasury ETF	$406,698	$726,055 ▼	-64.1%	14,556	0.0%	ETF
VOX Vanguard Communication Services ETF	$406,126	$129,252 ▼	-24.1%	3,095	0.0%	ETF
MU Micron Technology	$403,565	$45,037 ▲	12.6%	3,423	0.0%	Computer and Technology
CP Canadian Pacific Kansas City	$401,343	$401,343 ▲	New Holding	4,552	0.0%	Transportation
AMT American Tower	$397,586	$34,779 ▲	9.6%	2,012	0.0%	Finance
AZN AstraZeneca	$394,777	$53,183 ▲	15.6%	5,827	0.0%	Medical
ZTS Zoetis	$394,334	$26,571 ▲	7.2%	2,330	0.0%	Medical
IBDP iShares iBonds Dec 2024 Term Corporate ETF	$389,080	$7,240 ▲	1.9%	15,532	0.0%	ETF
VBR Vanguard Small-Cap Value ETF	$387,593	$102,655 ▼	-20.9%	2,020	0.0%	ETF
WFC Wells Fargo & Company	$387,064	$98,708 ▼	-20.3%	6,678	0.0%	Finance
FBND Fidelity Total Bond ETF	$386,902	$386,902 ▲	New Holding	8,539	0.0%	ETF
KKR KKR & Co. Inc.	$385,435	$61,054 ▲	18.8%	3,832	0.0%	Finance
ADI Analog Devices	$381,212	$22,157 ▲	6.2%	1,927	0.0%	Computer and Technology
FLOT iShares Floating Rate Bond ETF	$379,912	$52,793 ▼	-12.2%	7,441	0.0%	ETF
VMC Vulcan Materials	$377,917	$11,460 ▲	3.1%	1,385	0.0%	Construction
GS The Goldman Sachs Group	$377,865	$95,614 ▲	33.9%	905	0.0%	Finance
ALL Allstate	$374,912	$15,571 ▲	4.3%	2,167	0.0%	Finance
COP ConocoPhillips	$365,714	$509 ▲	0.1%	2,873	0.0%	Oils/Energy
AXP American Express	$363,488	$111,597 ▲	44.3%	1,596	0.0%	Finance
DE Deere & Company	$363,335	$143,281 ▲	65.1%	885	0.0%	Industrial Products
C Citigroup	$362,342	$64,690 ▲	21.7%	5,730	0.0%	Finance
GTO Invesco Total Return Bond ETF	$358,237	$421 ▼	-0.1%	7,653	0.0%	ETF
LMT Lockheed Martin	$355,253	$47,761 ▼	-11.9%	781	0.0%	Aerospace
AVIV Avantis International Large Cap Value ETF	$354,706		0.0%	6,559	0.0%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$350,157		0.0%	8,743	0.0%	ETF
XHB SPDR S&P Homebuilders ETF	$347,769	$7,813 ▲	2.3%	3,116	0.0%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$346,027	$1,665 ▲	0.5%	13,720	0.0%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$344,876	$12,033 ▲	3.6%	2,952	0.0%	ETF
A Agilent Technologies	$343,843	$18,480 ▲	5.7%	2,363	0.0%	Computer and Technology
CMG Chipotle Mexican Grill	$342,999	$11,627 ▲	3.5%	118	0.0%	Retail/Wholesale
ETR Entergy	$342,560	$11,098 ▲	3.3%	3,241	0.0%	Utilities
SHV iShares Short Treasury Bond ETF	$341,458		0.0%	3,089	0.0%	ETF
NVS Novartis	$339,939	$83,969 ▲	32.8%	3,514	0.0%	Medical
IWV iShares Russell 3000 ETF	$332,082	$300 ▲	0.1%	1,107	0.0%	ETF
CB Chubb	$330,252	$18,664 ▲	6.0%	1,274	0.0%	Finance
RTX RTX	$327,200	$16,774 ▲	5.4%	3,355	0.0%	Aerospace
DALI First Trust DorseyWright DALI 1 ETF	$323,300	$323,300 ▲	New Holding	13,404	0.0%	Manufacturing
SHEL Shell	$320,638	$10,525 ▼	-3.2%	4,783	0.0%	Oils/Energy
IWS iShares Russell Mid-Cap Value ETF	$319,216	$56,148 ▼	-15.0%	2,547	0.0%	ETF
XLC Communication Services Select Sector SPDR Fund	$312,186	$312,186 ▲	New Holding	3,823	0.0%	ETF
LEN Lennar	$310,260	$2,580 ▲	0.8%	1,804	0.0%	Construction
KLAC KLA	$309,140	$1,396 ▼	-0.4%	443	0.0%	Computer and Technology
MCHP Microchip Technology	$308,891	$1,435 ▲	0.5%	3,443	0.0%	Computer and Technology
BSX Boston Scientific	$307,726	$13,630 ▼	-4.2%	4,493	0.0%	Medical
UPS United Parcel Service	$307,450	$60,331 ▲	24.4%	2,069	0.0%	Transportation
PNC The PNC Financial Services Group	$307,397	$31,515 ▲	11.4%	1,902	0.0%	Finance
IYH iShares U.S. Healthcare ETF	$300,332	$127,016 ▲	73.3%	4,852	0.0%	ETF
MMC Marsh & McLennan Companies	$297,470	$30,489 ▲	11.4%	1,444	0.0%	Finance
USB U.S. Bancorp	$296,323	$11,309 ▲	4.0%	6,629	0.0%	Finance
COF Capital One Financial	$294,802	$18,611 ▲	6.7%	1,980	0.0%	Finance
EW Edwards Lifesciences	$291,362	$1,242 ▲	0.4%	3,049	0.0%	Medical
SNV Synovus Financial	$289,346	$3,245 ▼	-1.1%	7,223	0.0%	Finance
PRU Prudential Financial	$288,705	$39,684 ▲	15.9%	2,459	0.0%	Finance
UBS UBS Group	$287,179	$1,260 ▼	-0.4%	9,348	0.0%	Finance
ANET Arista Networks	$287,080	$11,599 ▲	4.2%	990	0.0%	Computer and Technology
NKE NIKE	$286,965	$18,611 ▼	-6.1%	3,053	0.0%	Consumer Discretionary
IDXX IDEXX Laboratories	$284,543	$26,457 ▲	10.3%	527	0.0%	Medical
EWZ iShares MSCI Brazil ETF	$281,438	$1,264 ▼	-0.4%	8,681	0.0%	ETF
MS Morgan Stanley	$281,257	$60,451 ▲	27.4%	2,987	0.0%	Finance
ROK Rockwell Automation	$280,058	$8,451 ▼	-2.9%	961	0.0%	Industrial Products
PANW Palo Alto Networks	$279,868	$7,672 ▲	2.8%	985	0.0%	Computer and Technology
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF	$279,374	$7,322 ▼	-2.6%	4,693	0.0%	Manufacturing
IJT iShares S&P Small-Cap 600 Growth ETF	$278,555	$3,006 ▲	1.1%	2,131	0.0%	ETF
RELX Relx	$276,727	$2,121 ▲	0.8%	6,392	0.0%	Computer and Technology
HSBC HSBC	$276,239	$54,398 ▲	24.5%	7,018	0.0%	Finance
AVIG Avantis Core Fixed Income ETF	$275,138	$23,513 ▼	-7.9%	6,670	0.0%	ETF
LHX L3Harris Technologies	$274,502	$12,361 ▲	4.7%	1,288	0.0%	Aerospace
IQV IQVIA	$270,592	$15,426 ▲	6.0%	1,070	0.0%	Medical
WELL Welltower	$269,702	$6,261 ▼	-2.3%	2,886	0.0%	Finance
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$269,022	$201 ▲	0.1%	13,404	0.0%	ETF
ALGN Align Technology	$267,583	$62,633 ▼	-19.0%	816	0.0%	Medical
TTE TotalEnergies	$265,271	$265,271 ▲	New Holding	3,854	0.0%	Oils/Energy
CSX CSX	$264,915	$44,301 ▲	20.1%	7,146	0.0%	Transportation
MCK McKesson	$264,777	$9,130 ▲	3.6%	493	0.0%	Medical
MUFG Mitsubishi UFJ Financial Group	$264,665	$8,041 ▼	-2.9%	25,871	0.0%	Finance
PSX Phillips 66	$264,382	$264,382 ▲	New Holding	1,619	0.0%	Oils/Energy
XYL Xylem	$263,391	$37,092 ▲	16.4%	2,038	0.0%	Industrial Products
PCAR PACCAR	$260,417	$6,442 ▲	2.5%	2,102	0.0%	Auto/Tires/Trucks
VXUS Vanguard Total International Stock ETF	$259,898	$259,898 ▲	New Holding	4,310	0.0%	ETF
ECL Ecolab	$259,763	$12,007 ▲	4.8%	1,125	0.0%	Basic Materials
MTD Mettler-Toledo International	$259,602	$11,982 ▲	4.8%	195	0.0%	Computer and Technology
DSI iShares MSCI KLD 400 Social ETF	$258,477		0.0%	2,564	0.0%	ETF
EQIX Equinix	$257,891	$42,982 ▲	20.0%	312	0.0%	Finance
MDLZ Mondelez International	$256,849	$3,150 ▲	1.2%	3,669	0.0%	Consumer Staples
AIG American International Group	$255,564	$255,564 ▲	New Holding	3,269	0.0%	Finance
BKR Baker Hughes	$253,593	$62,477 ▼	-19.8%	7,570	0.0%	Oils/Energy
XLI Industrial Select Sector SPDR Fund	$252,424	$252,424 ▲	New Holding	2,004	0.0%	ETF
F Ford Motor	$250,139	$67,023 ▲	36.6%	18,836	0.0%	Auto/Tires/Trucks
ORLY O'Reilly Automotive	$249,482	$249,482 ▲	New Holding	221	0.0%	Retail/Wholesale
CARR Carrier Global	$248,980	$25,287 ▲	11.3%	4,283	0.0%	Computer and Technology
RSG Republic Services	$247,228	$2,298 ▲	0.9%	1,291	0.0%	Business Services
USXF iShares ESG Advanced MSCI USA ETF	$246,790		0.0%	5,466	0.0%	Manufacturing
DEO Diageo	$244,390	$8,776 ▲	3.7%	1,643	0.0%	Consumer Staples
SQ Block	$244,098	$244,098 ▲	New Holding	2,886	0.0%	Business Services
ACGL Arch Capital Group	$242,285	$242,285 ▲	New Holding	2,621	0.0%	Finance
SHOP Shopify	$242,005	$242,005 ▲	New Holding	3,136	0.0%	Computer and Technology
TMUS T-Mobile US	$236,867	$11,754 ▲	5.2%	1,451	0.0%	Computer and Technology
MPC Marathon Petroleum	$234,719	$59,637 ▼	-20.3%	1,165	0.0%	Oils/Energy
BMY Bristol-Myers Squibb	$234,638	$234,638 ▲	New Holding	4,327	0.0%	Medical
DXCM DexCom	$233,432		0.0%	1,683	0.0%	Medical
AON AON	$231,706	$231,706 ▲	New Holding	694	0.0%	Finance
AZO AutoZone	$230,070	$230,070 ▲	New Holding	73	0.0%	Retail/Wholesale
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$229,071	$193 ▲	0.1%	11,875	0.0%	ETF
FCNCA First Citizens BancShares	$227,265	$227,265 ▲	New Holding	139	0.0%	Finance
TDG TransDigm Group	$224,151	$224,151 ▲	New Holding	182	0.0%	Aerospace
MLM Martin Marietta Materials	$223,499	$223,499 ▲	New Holding	364	0.0%	Construction
ABNB Airbnb	$223,356	$223,356 ▲	New Holding	1,354	0.0%	Computer and Technology
CCI Crown Castle	$219,703	$18,309 ▲	9.1%	2,076	0.0%	Finance
RIO Rio Tinto Group	$219,327	$5,035 ▲	2.3%	3,441	0.0%	Basic Materials
FERG Ferguson	$219,317	$38,664 ▼	-15.0%	1,004	0.0%	Industrial Products
DHI D.R. Horton	$218,374	$218,374 ▲	New Holding	1,327	0.0%	Construction
CME CME Group	$217,720	$217,720 ▲	New Holding	1,011	0.0%	Finance
IRT Independence Realty Trust	$216,993	$1,226 ▲	0.6%	13,453	0.0%	Finance
CMI Cummins	$215,851	$215,851 ▲	New Holding	733	0.0%	Auto/Tires/Trucks
AJG Arthur J. Gallagher & Co.	$215,800	$215,800 ▲	New Holding	863	0.0%	Finance
DUK Duke Energy	$215,549	$967 ▼	-0.4%	2,229	0.0%	Utilities
COR Cencora	$215,137	$215,137 ▲	New Holding	885	0.0%	Medical
BHP BHP Group	$214,555	$16,846 ▼	-7.3%	3,719	0.0%	Basic Materials
CPRT Copart	$214,304	$214,304 ▲	New Holding	3,700	0.0%	Business Services
CTRA Coterra Energy	$214,049	$8,280 ▼	-3.7%	7,678	0.0%	Oils/Energy
MSCI MSCI	$213,613	$213,613 ▲	New Holding	381	0.0%	Computer and Technology
FV First Trust Dorsey Wright Focus 5 ETF	$212,731	$36,342 ▼	-14.6%	3,717	0.0%	Manufacturing
PM Philip Morris International	$212,687	$31,339 ▼	-12.8%	2,321	0.0%	Consumer Staples
BBVA Banco Bilbao Vizcaya Argentaria	$212,433	$3,209 ▼	-1.5%	17,942	0.0%	Finance
ROL Rollins	$211,947	$211,947 ▲	New Holding	4,581	0.0%	Construction
CSGP CoStar Group	$210,974	$210,974 ▲	New Holding	2,184	0.0%	Computer and Technology
VGT Vanguard Information Technology ETF	$209,235	$292,614 ▼	-58.3%	399	0.0%	ETF
SUB iShares Short-Term National Muni Bond ETF	$209,146	$209,146 ▲	New Holding	1,997	0.0%	ETF
EMR Emerson Electric	$208,707	$208,707 ▲	New Holding	1,840	0.0%	Industrial Products
CDNS Cadence Design Systems	$204,200	$204,200 ▲	New Holding	656	0.0%	Computer and Technology
ALC Alcon	$202,658	$202,658 ▲	New Holding	2,433	0.0%	Medical
RGCO RGC Resources	$202,400		0.0%	10,000	0.0%	Oils/Energy
MCO Moody's	$200,973	$200,973 ▲	New Holding	511	0.0%	Finance
TRIN Trinity Capital	$182,414		0.0%	12,426	0.0%	Finance
ING ING Groep	$165,592	$2,572 ▼	-1.5%	10,042	0.0%	Finance
SMFG Sumitomo Mitsui Financial Group	$156,047	$16,666 ▲	12.0%	13,258	0.0%	Finance
SAN Banco Santander	$117,515	$5,159 ▲	4.6%	24,280	0.0%	Finance
MFG Mizuho Financial Group	$104,974	$1,616 ▲	1.6%	26,375	0.0%	Finance
HLN Haleon	$101,345	$458 ▲	0.5%	11,937	0.0%	Medical
BGC General Cable	$88,259	$5,027 ▲	6.0%	11,359	0.0%	Finance
AMC ENTMT HLDGS INC	$72,094		0.0%	19,380	0.0%	CL A NEW
MPW Medical Properties Trust	$50,718	$50,718 ▲	New Holding	10,791	0.0%	Finance
LYG Lloyds Banking Group	$48,995	$6,203 ▼	-11.2%	18,917	0.0%	Finance
ABEV Ambev	$31,384	$4,045 ▼	-11.4%	12,655	0.0%	Consumer Staples
WOOF Petco Health and Wellness	$30,000	$30,000 ▲	New Holding	13,158	0.0%	Retail/Wholesale
XAIR Beyond Air	$23,462	$2,935 ▼	-11.1%	13,484	0.0%	Medical
BCOV Brightcove	$22,591	$2,590 ▼	-10.3%	11,645	0.0%	Computer and Technology
HYCROFT MINING HOLDING CORP	$22,100		0.0%	10,000	0.0%	CL A NEW
ZBRA Zebra Technologies	$0	$3,682,917 ▼	-100.0%	0	0.0%	Industrial Products
STIP iShares 0-5 Year TIPS Bond ETF	$0	$408,853 ▼	-100.0%	0	0.0%	ETF
OKE ONEOK	$0	$258,707 ▼	-100.0%	0	0.0%	Oils/Energy
VCR Vanguard Consumer Discretionary ETF	$0	$238,678 ▼	-100.0%	0	0.0%	ETF
SYY Sysco	$0	$223,074 ▼	-100.0%	0	0.0%	Consumer Staples
PFF iShares Preferred and Income Securities ETF	$0	$221,710 ▼	-100.0%	0	0.0%	ETF
EDV Vanguard Extended Duration Treasury ETF	$0	$218,504 ▼	-100.0%	0	0.0%	ETF
PFE Pfizer	$0	$205,920 ▼	-100.0%	0	0.0%	Medical
VUZI Vuzix	$0	$27,186 ▼	-100.0%	0	0.0%	Computer and Technology

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Keel Point, LLC Top Holdings and 13F Report (2024)

About Keel Point, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Keel Point, LLC Top Holdings and 13F Report (2024)

About Keel Point, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKeel Point, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information