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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Keel Point, LLC

Quarter ended Q3 2023 · Filed July 12, 2023 · Accession 0001386935-23-000004

Total Value
$748.9M
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363213,297$86.9M11.60%
2SPDR S&P 500 ETF TRSPY150,460$66.7M8.91%
3ISHARES TR464287622129,155$31.5M4.20%
4ISHARES TR464287465413,329$30.0M4.00%
5SPDR SER TR78464A854550,730$28.7M3.83%
6ISHARES TR464287226290,686$28.5M3.80%
7ISHARES TR464287598114,264$18.0M2.41%
8ISHARES TR464288661152,759$17.6M2.35%
9VANGUARD TAX-MANAGED FDS921943858372,673$17.2M2.30%
10MICROSOFT CORPMSFT42,249$14.4M1.92%
11APPLE INCAAPL63,178$12.3M1.64%
12SPDR GOLD TRGLD63,957$11.4M1.52%
13ISHARES TR464287234255,026$10.1M1.35%
14ISHARES TR464288257103,278$9.9M1.32%
15ISHARES TR46428724288,860$9.6M1.28%
16VANGUARD WORLD FD92191087360,459$9.5M1.26%
17ISHARES TR46428761431,719$8.7M1.17%
18ALPHABET INCGOOG57,000$6.8M0.91%
19SOUTHERN COSOMN89,192$6.3M0.84%
20BERKSHIRE HATHAWAY INC DELBRK-A12$6.2M0.83%
21ACCENTURE PLC IRELANDACN19,094$5.9M0.79%
22ISHARES TR46428743255,965$5.8M0.77%
23NORTHERN LTS FD TR IVNTRSO158,942$5.3M0.71%
24VISA INCV21,789$5.2M0.69%
25SELECT SECTOR SPDR TR81369Y80329,427$5.1M0.68%
26ISHARES TR46428745762,787$5.1M0.68%
27JOHNSON & JOHNSONJNJ29,103$4.8M0.64%
28MERCK & CO INCMRK39,165$4.5M0.60%
29ISHARES TR46428744044,594$4.3M0.58%
30QUALCOMM INCQCOM36,027$4.3M0.57%
31SHERWIN WILLIAMS COSHW15,886$4.2M0.56%
32ROPER TECHNOLOGIES INCROP8,491$4.1M0.55%
33AMAZON COM INCAMZN31,096$4.1M0.54%
34WALMART INCWMT25,723$4.0M0.54%
35BANDWIDTH INCBAND293,229$4.0M0.54%
36STRYKER CORPORATIONSYK13,095$4.0M0.53%
37FEDEX CORPFDX16,105$4.0M0.53%
38AMPHENOL CORP NEW03209510146,399$3.9M0.53%
39FASTENAL COFAST66,437$3.9M0.52%
40FISERV INCFISV30,986$3.9M0.52%
41ILLINOIS TOOL WKS INC45230810915,611$3.9M0.52%
42ISHARES TR46428827365,134$3.8M0.51%
43VANGUARD INDEX FDS92290876917,131$3.8M0.50%
44THERMO FISHER SCIENTIFIC INCTMO7,175$3.7M0.50%
45EXPEDITORS INTL WASH INC30213010930,689$3.7M0.50%
46DANAHER CORPORATION23585110215,420$3.7M0.49%
47INTERCONTINENTAL EXCHANGE IN45866F10432,609$3.7M0.49%
48CHURCH & DWIGHT CO INCCHD36,313$3.6M0.49%
49DISNEY WALT CO25468710638,947$3.5M0.46%
50CVS HEALTH CORPCVS48,728$3.4M0.45%
51ZEBRA TECHNOLOGIES CORPORATIZBRA11,378$3.4M0.45%
52J P MORGAN EXCHANGE TRADED F46641Q83767,129$3.4M0.45%
53SELECT SECTOR SPDR TR81369Y60599,080$3.3M0.45%
54CHECK POINT SOFTWARE TECH LTM2246510424,789$3.1M0.42%
55ISHARES TR46428765515,504$2.9M0.39%
56VANGUARD SCOTTSDALE FDS92206C70648,544$2.8M0.38%
57VANGUARD INDEX FDS92290865218,493$2.8M0.37%
58J P MORGAN EXCHANGE TRADED F46641Q22544,700$2.7M0.37%
59NVIDIA CORPORATIONNVDA6,417$2.7M0.36%
60INVESCO QQQ TRIVZ7,085$2.6M0.35%
61TESLA INCTSLA9,514$2.5M0.33%
62NORTHERN LTS FD TR IVNTRSO103,966$2.4M0.32%
63NORTHERN LTS FD TR IVNTRSO71,366$2.3M0.31%
64HOME DEPOT INCHD7,347$2.3M0.30%
65ISHARES TR4642875078,477$2.2M0.30%
66BERKSHIRE HATHAWAY INC DELBRK-A6,382$2.2M0.29%
67VANGUARD INDEX FDS92290874415,082$2.1M0.29%
68VANGUARD CHARLOTTE FDS92203J40743,358$2.1M0.28%
69SCHWAB STRATEGIC TR80852440929,125$2.0M0.26%
70NORTHERN LTS FD TR IVNTRSO68,275$1.9M0.25%
71J P MORGAN EXCHANGE TRADED F46641Q21736,591$1.9M0.25%
72INTERNATIONAL BUSINESS MACHSINTR13,992$1.9M0.25%
73VANGUARD INTL EQUITY INDEX F92204286626,848$1.9M0.25%
74VANGUARD INDEX FDS9229085389,061$1.9M0.25%
75ISHARES TR46428864636,510$1.8M0.24%
76ISHARES TR46432F33913,555$1.8M0.24%
77META PLATFORMS INCMETA6,291$1.8M0.24%
78SCHWAB STRATEGIC TR80852480550,261$1.8M0.24%
79ISHARES TR46429B26773,784$1.7M0.23%
80ISHARES SILVER TRSLV80,462$1.7M0.22%
81UNITEDHEALTH GROUP INCUNH3,444$1.7M0.22%
82DIMENSIONAL ETF TRUST25434V60935,493$1.6M0.22%
83VANGUARD INDEX FDS92290855319,296$1.6M0.22%
84SERVISFIRST BANCSHARES INCSFBS39,248$1.6M0.21%
85NORFOLK SOUTHN CORP6558441086,382$1.4M0.19%
86JPMORGAN CHASE & COVYLD9,675$1.4M0.19%
87ISHARES TR46428748114,517$1.4M0.19%
88TAKE-TWO INTERACTIVE SOFTWARTTWO9,398$1.4M0.18%
89MASTERCARD INCORPORATEDMA3,367$1.3M0.18%
90VANGUARD INTL EQUITY INDEX F92204285831,935$1.3M0.17%
91ISHARES TR4642877624,607$1.3M0.17%
92ALPHABET INCGOOG10,661$1.3M0.17%
93PROCTER AND GAMBLE CO7427181098,470$1.3M0.17%
94EXXON MOBIL CORPXOM11,430$1.2M0.16%
95ISHARES TR46435G40948,053$1.2M0.16%
96FIRST TR EXCHNG TRADED FD VI33740F88849,777$1.2M0.16%
97ISHARES INC46434G10324,254$1.2M0.16%
98SPDR SER TR78464A67241,653$1.2M0.16%
99INVESCO EXCH TRD SLF IDX FDIVZ56,868$1.2M0.16%
100VANGUARD INDEX FDS9229087515,788$1.2M0.15%
101ISHARES TR4642871769,900$1.1M0.14%
102ISHARES TR46428888511,167$1.1M0.14%
103ABRDN PLATINUM ETF TRUSTPPLT12,726$1.1M0.14%
104CISCO SYS INCCSCO20,420$1.1M0.14%
105COCA COLA COKO17,358$1.0M0.14%
106ISHARES TR46429B59823,528$1.0M0.14%
107ISHARES TR4642877059,367$1.0M0.13%
108ADOBE SYSTEMS INCORPORATEDADBE1,991$973,5790.13%
109CHEVRON CORP NEWCVX6,095$959,1230.13%
110INVESCO EXCH TRD SLF IDX FDIVZ47,622$958,6370.13%
111SELECT SECTOR SPDR TR81369Y88614,359$939,6520.13%
112LILLY ELI & COLLY1,981$929,1790.12%
113NORTHERN LTS FD TR IVNTRSO27,924$897,1980.12%
114LOWES COS INC5486611073,961$893,8910.12%
115BROADCOM INCAVGO1,007$873,8760.12%
116UNITED CMNTY BKS BLAIRSVLE GUNTCW34,802$869,7020.12%
117SPDR INDEX SHS FDS78463X87128,064$856,2430.11%
118ISHARES TR4642877399,889$855,7940.11%
119VANGUARD INTL EQUITY INDEX F9220427428,760$849,5810.11%
120TAIWAN SEMICONDUCTOR MFG LTD8740391008,394$847,1380.11%
121ISHARES TR4642884147,876$840,6050.11%
122GLOBAL X FDS37954Y85512,216$794,2880.11%
123INVESCO EXCH TRD SLF IDX FDIVZ36,262$767,6570.10%
124PEPSICO INCPEP4,130$764,8720.10%
125MCDONALDS CORPMCD2,540$758,0720.10%
126ISHARES TR4642874736,711$737,1360.10%
127ABBOTT LABSABLZF6,684$728,7300.10%
128SELECT SECTOR SPDR TR81369Y2095,488$728,3790.10%
129FIRST TR EXCHANGE-TRADED FD33738R60515,458$725,1160.10%
130LINDE PLCLIN1,858$707,7820.09%
131COSTCO WHSL CORP NEW22160K1051,295$697,0290.09%
132ISHARES TR4642878046,985$696,0460.09%
133CATERPILLAR INCCAT2,815$692,7010.09%
134SELECT SECTOR SPDR TR81369Y5068,321$675,4160.09%
135ASML HOLDING N VASMLF917$664,6850.09%
136ABBVIE INCABBV4,856$654,2590.09%
137NETFLIX INCNFLX1,484$653,6870.09%
138J P MORGAN EXCHANGE TRADED F46641Q23313,647$652,7360.09%
139INVESCO EXCH TRADED FD TR IIIVZ12,670$651,3650.09%
140ISHARES TR4642872001,440$641,7270.09%
141ISHARES TR4642887605,423$632,7370.08%
142SPROTT PHYSICAL GOLD TRSII42,149$628,8690.08%
143ISHARES TR4642871685,544$628,1080.08%
144NEXTERA ENERGY INCNEE-PW8,464$627,9950.08%
145SPDR SER TR78464A66420,873$624,1070.08%
146UNION PAC CORPUNP2,933$600,0910.08%
147ISHARES TR4642886795,357$591,6810.08%
148ORACLE CORPORCL-PD4,966$591,4030.08%
149ISHARES TR46429B65511,395$579,0850.08%
150BANK AMERICA CORP06050510419,449$557,9810.07%
151VANGUARD INDEX FDS9229085952,425$557,0970.07%
152ISHARES TR46429B6977,464$554,7990.07%
153SALESFORCE INCCRM2,603$549,9100.07%
154FIRST TR EXCHANGE-TRADED ALP33737M20112,019$549,2810.07%
155ARK ETF TR00214Q10412,371$546,0560.07%
156INTUITINTU1,181$541,1420.07%
157TEXAS INSTRS INC8825081042,988$537,9150.07%
158SCHWAB STRATEGIC TR8085243007,060$529,1470.07%
159DIMENSIONAL ETF TRUST25434V70819,423$527,3340.07%
160VANGUARD BD INDEX FDS92203C30310,707$526,3430.07%
161NEWMONT CORPNEMCL12,327$525,8580.07%
162HONEYWELL INTL INC4385161062,521$523,1800.07%
163VERIZON COMMUNICATIONS INCVZ13,979$519,8740.07%
164SELECT SECTOR SPDR TR81369Y4073,060$519,6970.07%
165NOVO-NORDISK A SNONOF3,190$516,3160.07%
166ISHARES INC46428674910,646$491,9520.07%
167VANGUARD SCOTTSDALE FDS92206C6646,416$485,1810.06%
168STARBUCKS CORPSBUX4,838$479,2550.06%
169ISHARES TR4642894382,955$468,5760.06%
170ISHARES TR4642885885,005$466,7910.06%
171HCA HEALTHCARE INCHCA1,536$466,1810.06%
172UNITED STS OIL FD LPUNTCW7,246$460,4830.06%
173VANGUARD SPECIALIZED FUNDS9219088442,825$458,9350.06%
174FIDELITY COVINGTON TRUST31609284011,437$454,4930.06%
175FIDELITY COVINGTON TRUST31609285718,012$451,9210.06%
176FIDELITY MERRIMACK STR TR3161883099,936$451,2930.06%
177LOCKHEED MARTIN CORPLMT979$450,7760.06%
178ISHARES INC4642866089,807$449,3590.06%
179ISHARES INC46434G86314,087$445,5670.06%
180ADVANCED MICRO DEVICES INCAMD3,909$445,3230.06%
181APPLIED MATLS INC0382221053,076$444,5770.06%
182ISHARES TR464287523865$438,6280.06%
183EATON CORP PLCETN2,167$435,8400.06%
184ISHARES INC4642868227,005$435,5710.06%
185NORTHROP GRUMMAN CORPNOC955$435,3990.06%
186VANGUARD WORLD FDS92204A8844,090$434,7570.06%
187SPDR SER TR78464A8621,961$433,9370.06%
188NORTHERN LTS FD TR IVNTRSO10,069$433,8730.06%
189VANGUARD MUN BD FDS9229077468,579$430,8370.06%
190HARTFORD FDS EXCHANGE TRADED41653L30512,633$422,3210.06%
191ASTRAZENECA PLCAZN5,861$419,4850.06%
192AMGEN INCAMGN1,882$417,8730.06%
193INTUITIVE SURGICAL INCISRG1,219$416,8250.06%
194AT&T INCT-PC25,877$412,7440.06%
195VANECK ETF TRUST92189F6762,662$405,2900.05%
196VANGUARD INDEX FDS9229086112,440$403,5360.05%
197THE CIGNA GROUP1255231001,429$401,0260.05%
198AMERICAN CENTY ETF TR0250728026,917$398,1430.05%
199NIKE INCNKE3,593$396,5340.05%
200GLOBAL X FDS37954Y83010,418$392,2380.05%
201BOOKING HOLDINGS INCBKNG144$388,8480.05%
202UNITED PARCEL SERVICE INCUPS2,167$388,4240.05%
203ISHARES TR4642876891,498$381,2470.05%
204MEDTRONIC PLCMDT4,309$379,6440.05%
205SONY GROUP CORPORATIONSNEJF4,208$378,8910.05%
206ISHARES TR4642882407,663$377,1610.05%
207ELEVANCE HEALTH INCELV846$375,9170.05%
208DYCOM INDS INC2674751013,301$375,1390.05%
209ISHARES TR4642883727,988$375,0370.05%
210RAYTHEON TECHNOLOGIES CORPRTX3,825$374,7430.05%
211S&P GLOBAL INCSPGI934$374,6110.05%
212ISHARES INC46434G7647,179$373,1640.05%
213JPMORGAN CHASE & COVYLD16,281$372,9980.05%
214ANALOG DEVICES INCADI1,913$372,6530.05%
215ISHARES TR46434VBG415,130$372,5050.05%
216ROSS STORES INCROST3,273$366,9610.05%
217SAP SESAPGF2,678$366,4100.05%
218ROCKWELL AUTOMATION INCROK1,111$366,1210.05%
219GENERAL ELECTRIC CO3696043013,293$361,7630.05%
220ZOETIS INCZTS2,083$358,7900.05%
221ISHARES TR46434VAX814,030$354,8120.05%
222BOEING COBA-PA1,662$350,9480.05%
223PROLOGIS INC.PLDGP2,856$350,2620.05%
224COMCAST CORP NEWCCZ8,425$350,0540.05%
225WELLS FARGO CO NEW9497461018,187$349,4010.05%
226WASTE MGMT INC DEL94106L1092,014$349,2900.05%
227UNITED RENTALS INCURI775$345,1620.05%
228TJX COS INC NEW8725401094,061$344,3560.05%
229BLACKROCK INCBLK497$343,7590.05%
230AFLAC INCAFL4,915$343,0670.05%
231AMERIPRISE FINL INC03076C1061,028$341,4620.05%
232SCHWAB STRATEGIC TR80852474810,153$336,9780.04%
233INVESCO ACTIVELY MANAGED ETFIVZ7,182$333,6760.04%
234TRUIST FINL CORP89832Q10910,988$333,4770.04%
235BAKER HUGHES COMPANYBKR10,526$332,7310.04%
236PFIZER INCPFE9,066$332,5320.04%
237VANGUARD WORLD FDS92204A702748$330,6160.04%
238SERVICENOW INCNOW588$330,4380.04%
239SELECT SECTOR SPDR TR81369Y3084,433$328,8260.04%
240VICTORY PORTFOLIOS II92647N8245,650$325,4400.04%
241GLOBAL PMTS INC37940X1023,301$325,1910.04%
242DEERE & CODE798$323,1900.04%
243PARKER-HANNIFIN CORPPH826$322,3100.04%
244AMERICAN CENTY ETF TR0250723646,527$317,4080.04%
245SCHWAB CHARLES CORPSCHW-PJ5,600$317,3810.04%
246LAM RESEARCH CORPLRCX487$312,7610.04%
247TARGET CORPTGT2,312$304,8890.04%
248AMERICAN CENTY ETF TR0250725627,180$296,8930.04%
249AUTOMATIC DATA PROCESSING INADP1,350$296,6760.04%
250ENTERGY CORP NEWENO3,020$294,0860.04%
251EDWARDS LIFESCIENCES CORPEW3,101$292,5170.04%
252GOLDMAN SACHS GROUP INCGSCE906$292,1090.04%
253DOLLAR TREE INCDLTR1,993$285,9960.04%
254CONOCOPHILLIPSCOP2,749$284,7840.04%
255AMERICAN EXPRESS COAXP1,625$283,0210.04%
256ISHARES INC4642864008,590$278,5740.04%
257WILLIAMS COS INC9694571008,501$277,3930.04%
258BRISTOL-MYERS SQUIBB COCELG-RI4,319$276,2010.04%
259DIAGEO PLCDGEAF1,584$274,8040.04%
260NOVARTIS AGNVSEF2,683$270,7730.04%
261MICROCHIP TECHNOLOGY INC.MCHPP3,012$269,8640.04%
262BLACKSTONE INCBX2,887$268,4500.04%
263VANGUARD INDEX FDS922908736945$267,3970.04%
264MORGAN STANLEYMS-PQ3,125$266,8760.04%
265UBER TECHNOLOGIES INCUBER6,107$263,6390.04%
266VANGUARD INTL EQUITY INDEX F9220427182,319$256,1710.03%
267AMERICAN TOWER CORP NEW03027X1001,312$254,3820.03%
268MONDELEZ INTL INC6092071053,468$252,9300.03%
269IDEXX LABS INC45168D104502$252,1190.03%
270ALLSTATE CORPALL-PJ2,302$250,9910.03%
271SHELL PLCRYDAF4,146$250,3230.03%
272BOSTON SCIENTIFIC CORPBSX4,584$247,9490.03%
273CHUBB LIMITEDCB1,286$247,7210.03%
274FORD MTR CO DEL34537086016,319$246,9060.03%
275ISHARES TR4642886877,970$246,5040.03%
276INDEPENDENCE RLTY TR INC45378A10613,497$245,9150.03%
277TOYOTA MOTOR CORPTOYOF1,506$242,0900.03%
278INVESCO EXCH TRD SLF IDX FDIVZ12,772$241,9610.03%
279AIR PRODS & CHEMS INCAIIR806$241,3940.03%
280MARATHON PETE CORPMARA2,067$241,0150.03%
281TRANE TECHNOLOGIES PLCTT1,255$240,0680.03%
282AON PLCAON695$240,0220.03%
283XCEL ENERGY INCXELLL3,850$239,3580.03%
284HSBC HLDGS PLCHBCYF5,933$235,0760.03%
285BHP GROUP LTDBHPLF3,916$233,6740.03%
286AUTODESK INCADSK1,136$232,4370.03%
287SYNOVUS FINL CORP87161C5017,657$231,6100.03%
288PROGRESSIVE CORP7433151031,725$228,4010.03%
289GENERAL DYNAMICS CORPGD1,046$225,0760.03%
290ACTIVISION BLIZZARD INC00507V1092,668$224,8740.03%
291FIRST TR VALUE LINE DIVID IN33734H1065,604$224,6660.03%
292SSGA ACTIVE ETF TR78467V8485,516$223,6740.03%
293PALO ALTO NETWORKS INCPANW872$222,8050.03%
294SEAGEN INCSE1,156$222,4840.03%
295LENNAR CORPLEN-B1,772$222,0550.03%
296CAPITAL ONE FINL CORP14040H1052,015$220,3690.03%
297WELLTOWER INCWELL2,707$218,9990.03%
298RENTOKIL INITIAL PLCRKLIF5,526$215,5690.03%
299MONSTER BEVERAGE CORP NEWMNST3,721$213,7340.03%
300MARSH & MCLENNAN COS INC5717481021,136$213,6900.03%
301PNC FINL SVCS GROUP INC6934751051,679$211,4540.03%
302CONAGRA BRANDS INCCAG6,177$208,3000.03%
303L3HARRIS TECHNOLOGIES INCLHX1,060$207,5430.03%
304GENERAL MLS INC3703341042,694$206,6370.03%
305ISHARES TR46432F8423,017$203,6650.03%
306PRUDENTIAL FINL INCPUKPF2,279$201,0200.03%
307MITSUBISHI UFJ FINL GROUP IN60682210425,850$190,5180.03%
308BANCO BILBAO VIZCAYA ARGENTABBVXF18,728$143,8310.02%
309SUMITOMO MITSUI FINL GROUP I86562M20911,520$99,0720.01%
310BANCO SANTANDER S.A.BCDRF23,408$86,8440.01%
311AMC ENTMT HLDGS INC00165C10418,000$79,2000.01%
312MIZUHO FINANCIAL GROUP INCMZHOF25,686$78,8570.01%
313LLOYDS BANKING GROUP PLCLLOBF27,783$61,1230.01%
314BGC PARTNERS INCBGC12,196$54,0280.01%
315AMBEV SAABEV12,455$39,6060.01%
316SPDR S&P 500 ETF TRSPY3,300$3,9600.00%
317SPDR S&P 500 ETF TRSPY7,400$1,5540.00%