Keel Point, LLC at 2023-03-31

Filling information for Keel Point, LLC as Treemap, investor disclosed 304 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
464288687 464288687 ISHARES TR PFD AND INCM SEC 324680 10400 0 100
052769106 052769106 AUTODESK INC COM 251041 1206 0 100
776696106 776696106 ROPER TECHNOLOGIES INC COM 3996365 9068 0 100
742718109 742718109 PROCTER AND GAMBLE CO COM 1149053 7728 0 100
78464A698 78464A698 SPDR SER TR S&P REGL BKG 255041 5815 0 100
808524805 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 1777812 51087 0 100
05722G100 05722G100 BAKER HUGHES COMPANY CL A 303355 10511 0 100
98978V103 98978V103 ZOETIS INC CL A 314978 1892 0 100
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 5485247 19192 0 100
922042742 922042742 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 852770 9260 0 100
464288240 464288240 ISHARES TR MSCI ACWI EX US 264138 5416 0 100
92206C664 92206C664 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 471052 6535 0 100
701094104 701094104 PARKER-HANNIFIN CORP COM 265981 791 0 100
617446448 617446448 MORGAN STANLEY COM NEW 240896 2744 0 100
316092840 316092840 FIDELITY COVINGTON TRUST HIGH DIVID ETF 401578 10546 0 100
46641Q225 46641Q225 J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA 2825830 47469 0 100
78463V107 78463V107 SPDR GOLD TR GOLD SHS 10981291 59935 0 100
666807102 666807102 NORTHROP GRUMMAN CORP COM 430434 932 0 100
060505104 060505104 BANK AMERICA CORP COM 525910 18388 0 100
464287168 464287168 ISHARES TR SELECT DIVID ETF 673077 5744 0 100
46432F339 46432F339 ISHARES TR MSCI USA QLT FCT 1294235 10432 0 100
05541T101 05541T101 BGC PARTNERS INC CL A 63785 12196 0 100
337738108 337738108 FISERV INC COM 4251341 37613 0 100
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 1529166 3236 0 100
892331307 892331307 TOYOTA MOTOR CORP ADS 210268 1484 0 100
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 570070 14659 0 100
609207105 609207105 MONDELEZ INTL INC CL A 214922 3083 0 100
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 201633 3016 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM 1098348 8429 0 100
56585A102 56585A102 MARATHON PETE CORP COM 259416 1924 0 100
989207105 989207105 ZEBRA TECHNOLOGIES CORPORATI CL A 3927618 12351 0 100
33737M201 33737M201 FIRST TR EXCHANGE-TRADED ALP MID CAP VAL FD 503317 11520 0 100
464287465 464287465 ISHARES TR MSCI EAFE ETF 26127139 365312 0 100
464287689 464287689 ISHARES TR RUSSELL 3000 ETF 352182 1496 0 100
969457100 969457100 WILLIAMS COS INC COM 209920 7030 0 100
302130109 302130109 EXPEDITORS INTL WASH INC COM 4086326 37108 0 100
191216100 191216100 COCA COLA CO COM 1015108 16365 0 100
00287Y109 00287Y109 ABBVIE INC COM 838617 5262 0 100
345370860 345370860 FORD MTR CO DEL COM 183229 14542 0 100
28176E108 28176E108 EDWARDS LIFESCIENCES CORP COM 244964 2961 0 100
46138J791 46138J791 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 266381 13903 0 100
713448108 713448108 PEPSICO INC COM 662210 3633 0 100
512807108 512807108 LAM RESEARCH CORP COM 221333 418 0 100
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 56514365 138045 0 100
87612E106 87612E106 TARGET CORP COM 415237 2507 0 100
67066G104 67066G104 NVIDIA CORPORATION COM 1550110 5581 0 100
22160K105 22160K105 COSTCO WHSL CORP NEW COM 622915 1254 0 100
539830109 539830109 LOCKHEED MARTIN CORP COM 454497 961 0 100
464288646 464288646 ISHARES TR ISHS 1-5YR INVS 1331976 26355 0 100
369604301 369604301 GENERAL ELECTRIC CO COM NEW 281086 2940 0 100
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1327068 32848 0 100
G5960L103 G5960L103 MEDTRONIC PLC SHS 317626 3940 0 100
025072562 025072562 AMERICAN CENTY ETF TR AVANTIS CORE FI 291536 6920 0 100
594918104 594918104 MICROSOFT CORP COM 12712607 44095 0 100
316188309 316188309 FIDELITY MERRIMACK STR TR TOTAL BD ETF 488060 10610 0 100
808524300 808524300 SCHWAB STRATEGIC TR US LCAP GR ETF 613445 9413 0 100
57636Q104 57636Q104 MASTERCARD INCORPORATED CL A 1221964 3362 0 100
M22465104 M22465104 CHECK POINT SOFTWARE TECH LT ORD 3480815 26776 0 100
464288679 464288679 ISHARES TR SHORT TREAS BD 591949 5357 0 100
438516106 438516106 HONEYWELL INTL INC COM 469840 2458 0 100
126650100 126650100 CVS HEALTH CORP COM 3529628 47499 0 100
00206R102 00206R102 AT&T INC COM 480320 24952 0 100
874039100 874039100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 753165 8097 0 100
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 15444865 341927 0 100
66538H534 66538H534 NORTHERN LTS FD TR IV INSPIRE 100 ETF 2136693 67983 0 100
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 2080659 42645 0 100
747525103 747525103 QUALCOMM INC COM 4378593 34320 0 100
78467V848 78467V848 SSGA ACTIVE ETF TR SPDR TR TACTIC 218567 5327 0 100
464288661 464288661 ISHARES TR 3 7 YR TREAS BD 15010841 127589 0 100
171340102 171340102 CHURCH & DWIGHT CO INC COM 3936070 44521 0 100
25243Q205 25243Q205 DIAGEO PLC SPON ADR NEW 302402 1669 0 100
464288257 464288257 ISHARES TR MSCI ACWI ETF 9387651 102980 0 100
17275R102 17275R102 CISCO SYS INC COM 1047777 20044 0 100
205887102 205887102 CONAGRA BRANDS INC COM 232887 6200 0 100
92204A702 92204A702 VANGUARD WORLD FDS INF TECH ETF 288227 748 0 100
464287523 464287523 ISHARES TR ISHARES SEMICDTR 364896 821 0 100
25459W862 25459W862 DIREXION SHS ETF TR DRX S&P500BULL 257886 3524 0 100
40412C101 40412C101 HCA HEALTHCARE INC COM 378149 1434 0 100
09247X101 09247X101 BLACKROCK INC COM 306010 457 0 100
464287507 464287507 ISHARES TR CORE S&P MCP ETF 2090587 8357 0 100
038222105 038222105 APPLIED MATLS INC COM 360762 2937 0 100
78464A854 78464A854 SPDR SER TR PORTFOLIO S&P500 26517650 550730 0 100
267475101 267475101 DYCOM INDS INC COM 301537 3220 0 100
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 2177031 15763 0 100
003260106 003260106 ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 1170028 12726 0 100
032654105 032654105 ANALOG DEVICES INC COM 351201 1781 0 100
824348106 824348106 SHERWIN WILLIAMS CO COM 3369022 14989 0 100
654106103 654106103 NIKE INC CL B 420627 3430 0 100
464287440 464287440 ISHARES TR 7-10 YR TRSY BD 4138467 41752 0 100
464287234 464287234 ISHARES TR MSCI EMG MKT ETF 9652841 244623 0 100
78464A672 78464A672 SPDR SER TR PORTFLI INTRMDIT 1228588 42453 0 100
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 1684742 20288 0 100
30231G102 30231G102 EXXON MOBIL CORP COM 1177050 10734 0 100
464289438 464289438 ISHARES TR RUS TP200 GR ETF 409934 2951 0 100
125523100 125523100 CIGNA CORP NEW COM 305913 1197 0 100
046353108 046353108 ASTRAZENECA PLC SPONSORED ADR 436601 6290 0 100
464287242 464287242 ISHARES TR IBOXX INV CP ETF 6525723 59536 0 100
464287739 464287739 ISHARES TR U.S. REAL ES ETF 2083955 24546 0 100
922908652 922908652 VANGUARD INDEX FDS EXTEND MKT ETF 2575270 18369 0 100
478160104 478160104 JOHNSON & JOHNSON COM 4260988 27490 0 100
90984P303 90984P303 UNITED CMNTY BKS BLAIRSVLE G COM 1733935 61662 0 100
87161C501 87161C501 SYNOVUS FINL CORP COM NEW 235526 7640 0 100
75615P103 75615P103 REATA PHARMACEUTICALS INC CL A 1313430 14446 0 100
33738R605 33738R605 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 991756 22000 0 100
91232N207 91232N207 UNITED STS OIL FD LP UNITS 481424 7246 0 100
670100205 670100205 NOVO-NORDISK A S ADR 558828 3512 0 100
78464A862 78464A862 SPDR SER TR S&P SEMICNDCTR 396708 1902 0 100
464287614 464287614 ISHARES TR RUS 1000 GRW ETF 7510543 30739 0 100
166764100 166764100 CHEVRON CORP NEW COM 980371 6009 0 100
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 1770043 13503 0 100
05964H105 05964H105 BANCO SANTANDER S.A. ADR 84398 22872 0 100
46138J866 46138J866 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 758055 35961 0 100
855244109 855244109 STARBUCKS CORP COM 487928 4686 0 100
68389X105 68389X105 ORACLE CORP COM 412426 4439 0 100
64110L106 64110L106 NETFLIX INC COM 498873 1444 0 100
464288885 464288885 ISHARES TR EAFE GRWTH ETF 1221119 13035 0 100
464288588 464288588 ISHARES TR MBS ETF 440968 4655 0 100
89832Q109 89832Q109 TRUIST FINL CORP COM 353481 10366 0 100
05946K101 05946K101 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 140302 19901 0 100
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 4011458 26564 0 100
808524748 808524748 SCHWAB STRATEGIC TR SCHWB FDT INT SC 402066 12136 0 100
464287457 464287457 ISHARES TR 1 3 YR TREAS BD 4890174 59520 0 100
46428Q109 46428Q109 ISHARES SILVER TR ISHARES 1719100 77717 0 100
464287481 464287481 ISHARES TR RUS MD CP GR ETF 1020929 11213 0 100
33734X168 33734X168 FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 393381 6022 0 100
92203J407 92203J407 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 2120088 43338 0 100
66538H419 66538H419 NORTHERN LTS FD TR IV INSPIRE INTL ETF 1899178 68587 0 100
66538H658 66538H658 NORTHERN LTS FD TR IV INSPIRE GBL HOPE 5434459 165786 0 100
60687Y109 60687Y109 MIZUHO FINANCIAL GROUP INC SPONSORED ADR 68986 24463 0 100
91913Y100 91913Y100 VALERO ENERGY CORP COM 237389 1700 0 100
66538H633 66538H633 NORTHERN LTS FD TR IV INSPIRE CORP BD 2401340 102578 0 100
464286871 464286871 ISHARES INC MSCI HONG KG ETF 396101 19275 0 100
00214Q104 00214Q104 ARK ETF TR INNOVATION ETF 499046 12371 0 100
882508104 882508104 TEXAS INSTRS INC COM 526027 2828 0 100
81768T108 81768T108 SERVISFIRST BANCSHARES INC COM 2136101 39101 0 100
539439109 539439109 LLOYDS BANKING GROUP PLC SPONSORED ADR 56971 24556 0 100
149123101 149123101 CATERPILLAR INC COM 617693 2699 0 100
464288760 464288760 ISHARES TR US AER DEF ETF 623982 5422 0 100
03027X100 03027X100 AMERICAN TOWER CORP NEW COM 233592 1143 0 100
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 4332838 7517 0 100
031162100 031162100 AMGEN INC COM 395023 1634 0 100
464287762 464287762 ISHARES TR US HLTHCARE ETF 2876340 10534 0 100
88160R101 88160R101 TESLA INC COM 1746700 8419 0 100
000375204 000375204 ABB LTD SPONSORED ADR 216938 6325 0 100
922042718 922042718 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 232549 2129 0 100
81181C104 81181C104 SEAGEN INC COM 228791 1130 0 100
311900104 311900104 FASTENAL CO COM 3882851 71985 0 100
548661107 548661107 LOWES COS INC COM 719897 3600 0 100
053015103 053015103 AUTOMATIC DATA PROCESSING IN COM 258655 1162 0 100
464287408 464287408 ISHARES TR S&P 500 VAL ETF 2387640 15733 0 100
81369Y886 81369Y886 SELECT SECTOR SPDR TR SBI INT-UTILS 962076 14213 0 100
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 1567764 48764 0 100
78463X871 78463X871 SPDR INDEX SHS FDS S&P INTL SMLCP 1037562 33502 0 100
911363109 911363109 UNITED RENTALS INC COM 295633 747 0 100
N07059210 N07059210 ASML HOLDING N V N Y REGISTRY SHS 633144 930 0 100
33734H106 33734H106 FIRST TR VALUE LINE DIVID IN SHS 215586 5368 0 100
25434V609 25434V609 DIMENSIONAL ETF TRUST US TARGETED VLU 573961 12898 0 100
46138J825 46138J825 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 751235 37043 0 100
81369Y308 81369Y308 SELECT SECTOR SPDR TR SBI CONS STPLS 510522 6833 0 100
45168D104 45168D104 IDEXX LABS INC COM 217035 434 0 100
020002101 020002101 ALLSTATE CORP COM 249675 2253 0 100
592688105 592688105 METTLER TOLEDO INTERNATIONAL COM 200458 131 0 100
02319V103 02319V103 AMBEV SA SPONSORED ADR 35142 12462 0 100
808524409 808524409 SCHWAB STRATEGIC TR US LCAP VA ETF 1521538 23201 0 100
81762P102 81762P102 SERVICENOW INC COM 243978 525 0 100
09260D107 09260D107 BLACKSTONE INC COM 257941 2936 0 100
595017104 595017104 MICROCHIP TECHNOLOGY INC. COM 241388 2881 0 100
921910873 921910873 VANGUARD WORLD FD MEGA CAP INDEX 8220318 57429 0 100
74340W103 74340W103 PROLOGIS INC. COM 285130 2285 0 100
37954Y855 37954Y855 GLOBAL X FDS LITHIUM BTRY ETF 1150878 18110 0 100
369550108 369550108 GENERAL DYNAMICS CORP COM 219081 960 0 100
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 735864 1910 0 100
437076102 437076102 HOME DEPOT INC COM 2070434 7016 0 100
41653L305 41653L305 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 323680 9520 0 100
H1467J104 H1467J104 CHUBB LIMITED COM 227669 1172 0 100
911312106 911312106 UNITED PARCEL SERVICE INC CL B 425745 2195 0 100
773903109 773903109 ROCKWELL AUTOMATION INC COM 316430 1078 0 100
651639106 651639106 NEWMONT CORP COM 610065 12445 0 100
464287622 464287622 ISHARES TR RUS 1000 ETF 29642367 131609 0 100
46641Q233 46641Q233 J P MORGAN EXCHANGE TRADED F BETABUILDERS DEV 670750 13647 0 100
46434VBG4 46434VBG4 ISHARES TR IBONDS DEC24 ETF 243957 9921 0 100
46429B655 46429B655 ISHARES TR FLTG RATE NT ETF 1693163 33601 0 100
09857L108 09857L108 BOOKING HOLDINGS INC COM 350118 132 0 100
461202103 461202103 INTUIT COM 487757 1094 0 100
11135F101 11135F101 BROADCOM INC COM 560982 874 0 100
30303M102 30303M102 META PLATFORMS INC CL A 1183791 5586 0 100
464287226 464287226 ISHARES TR CORE US AGGBD ET 28281828 283840 0 100
03076C106 03076C106 AMERIPRISE FINL INC COM 297307 970 0 100
92206C706 92206C706 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 2858797 47678 0 100
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 240368 3468 0 100
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 267899 1074 0 100
036752103 036752103 ELEVANCE HEALTH INC COM 375255 816 0 100
464287200 464287200 ISHARES TR CORE S&P500 ETF 488097 1187 0 100
464288414 464288414 ISHARES TR NATIONAL MUN ETF 848560 7876 0 100
254687106 254687106 DISNEY WALT CO COM 4127340 41220 0 100
922042866 922042866 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 1820831 26848 0 100
803054204 803054204 SAP SE SPON ADR 330326 2610 0 100
007903107 007903107 ADVANCED MICRO DEVICES INC COM 336476 3433 0 100
464288281 464288281 ISHARES TR JPMORGAN USD EMG 204138 2366 0 100
743315103 743315103 PROGRESSIVE CORP COM 226245 1581 0 100
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 2200197 6856 0 100
38141G104 38141G104 GOLDMAN SACHS GROUP INC COM 255359 781 0 100
46429B671 46429B671 ISHARES TR MSCI CHINA ETF 560564 11236 0 100
404280406 404280406 HSBC HLDGS PLC SPON ADR NEW 224141 6567 0 100
20825C104 20825C104 CONOCOPHILLIPS COM 233992 2359 0 100
464288273 464288273 ISHARES TR EAFE SML CP ETF 3698100 62142 0 100
86562M209 86562M209 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 113920 14240 0 100
33740F888 33740F888 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 1133536 46821 0 100
097023105 097023105 BOEING CO COM 355820 1675 0 100
65339F101 65339F101 NEXTERA ENERGY INC COM 592941 7693 0 100
032095101 032095101 AMPHENOL CORP NEW CL A 4079658 49922 0 100
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 3236789 18143 0 100
37940X102 37940X102 GLOBAL PMTS INC COM 370347 3519 0 100
94106L109 94106L109 WASTE MGMT INC DEL COM 310150 1901 0 100
46641Q217 46641Q217 J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 1769698 36564 0 100
532457108 532457108 LILLY ELI & CO COM 633705 1845 0 100
580135101 580135101 MCDONALDS CORP COM 653831 2338 0 100
25434V708 25434V708 DIMENSIONAL ETF TRUST US CORE EQUITY 2 337941 13263 0 100
464287176 464287176 ISHARES TR TIPS BD ETF 1137063 10313 0 100
46625H365 46625H365 JPMORGAN CHASE & CO ALERIAN ML ETN 818722 36896 0 100
46429B267 46429B267 ISHARES TR US TREAS BD ETF 1772262 75802 0 100
31428X106 31428X106 FEDEX CORP COM 3970893 17379 0 100
58933Y105 58933Y105 MERCK & CO INC COM 4402496 41381 0 100
78409V104 78409V104 S&P GLOBAL INC COM 288037 835 0 100
464287309 464287309 ISHARES TR S&P 500 GRWT ETF 2728414 42705 0 100
464288372 464288372 ISHARES TR GLB INFRASTR ETF 1101965 23102 0 100
46429B598 46429B598 ISHARES TR MSCI INDIA ETF 926062 23528 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 1860614 6026 0 100
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 622347 4807 0 100
244199105 244199105 DEERE & CO COM 299245 725 0 100
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 434375 2820 0 100
66987V109 66987V109 NOVARTIS AG SPONSORED ADR 242816 2639 0 100
235851102 235851102 DANAHER CORPORATION COM 3710635 14722 0 100
370334104 370334104 GENERAL MLS INC COM 205283 2402 0 100
316092857 316092857 FIDELITY COVINGTON TRUST MSCI RL EST ETF 200700 8057 0 100
922908751 922908751 VANGUARD INDEX FDS SMALL CP ETF 1136767 5997 0 100
001055102 001055102 AFLAC INC COM 306648 4753 0 100
842587107 842587107 SOUTHERN CO COM 6140465 88250 0 100
037833100 037833100 APPLE INC COM 10377114 62930 0 100
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 3472009 17011 0 100
032108102 032108102 AMPLIFY ETF TR ONLIN RETL ETF 376014 8511 0 100
874054109 874054109 TAKE-TWO INTERACTIVE SOFTWAR COM 1120346 9391 0 100
464287598 464287598 ISHARES TR RUS 1000 VAL ETF 18598285 122148 0 100
256746108 256746108 DOLLAR TREE INC COM 279205 1945 0 100
464287804 464287804 ISHARES TR CORE S&P SCP ETF 680006 7032 0 100
931142103 931142103 WALMART INC COM 3974261 26953 0 100
922908538 922908538 VANGUARD INDEX FDS MCAP GR IDXVIP 1817960 9328 0 100
835699307 835699307 SONY GROUP CORPORATION SPONSORED ADR 393967 4346 0 100
G0403H108 G0403H108 AON PLC SHS CL A 211659 671 0 100
78464A664 78464A664 SPDR SER TR PORTFOLIO LN TSR 715854 23182 0 100
79466L302 79466L302 SALESFORCE INC COM 477874 2392 0 100
46138J841 46138J841 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 958017 46528 0 100
949746101 949746101 WELLS FARGO CO NEW COM 253824 6790 0 100
85207H104 85207H104 SPROTT PHYSICAL GOLD TR UNIT 647602 41889 0 100
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 74939313 199270 0 100
025072364 025072364 AMERICAN CENTY ETF TR INTERNATIONAL LR 312416 6483 0 100
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 313704 3203 0 100
25434V872 25434V872 DIMENSIONAL ETF TRUST CORE FIXED INCOM 306647 7215 0 100
464286608 464286608 ISHARES INC MSCI EURZONE ETF 420236 9322 0 100
502431109 502431109 L3HARRIS TECHNOLOGIES INC COM 237292 1209 0 100
464287887 464287887 ISHARES TR S&P SML 600 GWT 202067 1838 0 100
907818108 907818108 UNION PAC CORP COM 576752 2866 0 100
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 1366695 16500 0 100
46090A804 46090A804 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 464542 9842 0 100
025816109 025816109 AMERICAN EXPRESS CO COM 230714 1399 0 100
655844108 655844108 NORFOLK SOUTHN CORP COM 1323668 6244 0 100
863667101 863667101 STRYKER CORPORATION COM 4043856 14166 0 100
808513105 808513105 SCHWAB CHARLES CORP COM 243062 4640 0 100
92826C839 92826C839 VISA INC COM CL A 5230729 23200 0 100
46138E263 46138E263 INVESCO EXCH TRADED FD TR II S&P GBL WATER 631726 12670 0 100
20030N101 20030N101 COMCAST CORP NEW CL A 254739 6720 0 100
717081103 717081103 PFIZER INC COM 310617 7613 0 100
92204A884 92204A884 VANGUARD WORLD FDS COMM SRVC ETF 395334 4090 0 100
464287432 464287432 ISHARES TR 20 YR TR BD ETF 3301750 31040 0 100
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 300591 1893 0 100
66538H641 66538H641 NORTHERN LTS FD TR IV INSPIRE SML/ MID 995777 32080 0 100
98389B100 98389B100 XCEL ENERGY INC COM 226927 3365 0 100
084670108 084670108 BERKSHIRE HATHAWAY INC DEL CL A 5587200 12 0 100
002824100 002824100 ABBOTT LABS COM 641520 6335 0 100
872540109 872540109 TJX COS INC NEW COM 274126 3498 0 100
46641Q837 46641Q837 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 4593985 91295 0 100
023135106 023135106 AMAZON COM INC COM 2904613 28121 0 100
780259305 780259305 SHELL PLC SPON ADS 245396 4265 0 100
29364G103 29364G103 ENTERGY CORP NEW COM 326027 3026 0 100
G5494J103 G5494J103 LINDE PLC SHS 593104 1669 0 100
45866F104 45866F104 INTERCONTINENTAL EXCHANGE IN COM 3645786 34958 0 100
61174X109 61174X109 MONSTER BEVERAGE CORP NEW COM 203186 3762 0 100
G29183103 G29183103 EATON CORP PLC SHS 355537 2075 0 100
37954Y830 37954Y830 GLOBAL X FDS GLOBAL X COPPER 393642 10169 0 100
088606108 088606108 BHP GROUP LTD SPONSORED ADS 254090 4007 0 100
46434G863 46434G863 ISHARES INC ESG AWR MSCI EM 539114 17126 0 100
02079K107 02079K107 ALPHABET INC CAP STK CL C 1071720 10305 0 100
452308109 452308109 ILLINOIS TOOL WKS INC COM 4052701 16647 0 100
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 559298 7689 0 100
92203C303 92203C303 VANGUARD BD INDEX FDS VANGUARD ULTRA 725653 14737 0 100
92189F700 92189F700 VANECK ETF TRUST AGRIBUSINESS ETF 422432 4863 0 100
46120E602 46120E602 INTUITIVE SURGICAL INC COM NEW 270032 1057 0 100
464286749 464286749 ISHARES INC MSCI SWITZERLAND 482477 10646 0 100
778296103 778296103 ROSS STORES INC COM 344710 3248 0 100
46435G409 46435G409 ISHARES TR MSCI INTL VLU FT 1191234 48053 0 100
02079K305 02079K305 ALPHABET INC CAP STK CL A 6281370 60555 0 100
606822104 606822104 MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 165625 25919 0 100
760125104 760125104 RENTOKIL INITIAL PLC SPONSORED ADR 200549 5493 0 100
464286400 464286400 ISHARES INC MSCI BRAZIL ETF 235194 8590 0 100

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