Keel Point, LLC

Q4 2024 13F Holdings

  • Location
    huntsville, AL
  • Num holdings

    436

  • Value ($000)

    $1,249,543

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001386935
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$194.00M
16 %

360,055

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$82.72M
7 %

141,135

NFLX
NFLX

NETFLIX INC

COM
64110L106
$60.08M
5 %

67,405

IWB
IWB

ISHARES TR

RUS 1000 ETF
464287622
$39.49M
3 %

122,573

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$38.41M
3 %

396,440

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$31.65M
3 %

661,955

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$31.65M
3 %

418,623

AAPL
AAPL

APPLE INC

COM
037833100
$27.61M
2 %

110,246

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$23.17M
2 %

95,703

AMZN
AMZN

AMAZON COM INC

COM
023135106
$22.28M
2 %

101,575

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