Keel Point, LLC
Q1 2025 13F Holdings
- Locationhuntsville, AL
- Num holdings
472
- Value ($000)
$1,288,207
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001386935
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $205.83M | 16 % | 400,517 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $72.54M | 6 % | 129,671 | ||
NFLX NETFLIX INC | COM | 64110L106 | $62.70M | 5 % | 67,237 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $41.04M | 3 % | 414,877 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $38.26M | 3 % | 124,725 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $37.46M | 3 % | 737,050 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $31.45M | 2 % | 384,814 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $27.12M | 2 % | 94,132 | ||
AAPL APPLE INC | COM | 037833100 | $26.56M | 2 % | 119,578 | ||
AMZN AMAZON COM INC | COM | 023135106 | $20.81M | 2 % | 109,402 |
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