MondegarAI
Keeler Thomas Management LLC

Q4 2024 · 13F-HR

Keeler Thomas Management LLCholdings as filed

Filed 2025-02-04 · accession 0001172661-25-000486

$280.6M
Reported value
67
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46435GAA0IBDRISHARES TR$15.9M5.67%660,812CommonNONE
46434VBD1IBDQISHARES TR$15.6M5.56%623,279CommonNONE
464288877EFVISHARES TR$11.0M3.91%209,078CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.8M3.49%21,634CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$8.4M3.00%9,180CommonNONE
46435UAA9IBDSISHARES TR$8.2M2.93%343,051CommonNONE
037833100AAPLAPPLE INC$7.6M2.72%30,481CommonNONE
46436E866ISHARES TR$7.1M2.52%303,081CommonNONE
931142103WMTWALMART INC$6.7M2.40%74,586CommonNONE
808524730FNDESCHWAB STRATEGIC TR$6.6M2.35%226,593CommonNONE
46436E205IBDUISHARES TR$6.1M2.19%269,214CommonNONE
46435U515IBDTISHARES TR$6.1M2.18%246,072CommonNONE
46436E726IBDVISHARES TR$6.1M2.16%284,181CommonNONE
253868103DLRDIGITAL RLTY TR INC$6.1M2.16%34,230CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$5.9M2.11%103,282CommonNONE
46436E486IBDWISHARES TR$5.8M2.07%285,479CommonNONE
02079K305GOOGLALPHABET INC$5.8M2.06%30,489CommonNONE
09290D101BLKBLACKROCK INC$5.6M2.01%5,501CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.6M2.01%11,131CommonNONE
149123101CATCATERPILLAR INC$5.6M2.00%15,447CommonNONE
69374H857CALFPACER FDS TR$5.4M1.94%123,410CommonNONE
907818108UNPUNION PAC CORP$5.2M1.87%23,011CommonNONE
92826C839VVISA INC$5.2M1.85%16,433CommonNONE
337738108FISVFISERV INC$5.1M1.80%24,616CommonNONE
023135106AMZNAMAZON COM INC$4.9M1.76%22,522CommonNONE
580135101MCDMCDONALDS CORP$4.9M1.75%16,940CommonNONE
244199105DEDEERE & CO$4.8M1.72%11,410CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.8M1.72%14,117CommonNONE
79466L302CRMSALESFORCE INC$4.8M1.71%14,344CommonNONE
30231G102XOMEXXON MOBIL CORP$4.8M1.70%44,411CommonNONE
166764100CVXCHEVRON CORP NEW$4.6M1.62%31,482CommonNONE
883203101TXTTEXTRON INC$4.3M1.52%55,754CommonNONE
49177J102KVUEKENVUE INC$4.2M1.49%195,431CommonNONE
871829107SYYSYSCO CORP$4.1M1.45%53,049CommonNONE
30303M102METAMETA PLATFORMS INC$4.0M1.43%6,857CommonNONE
46436E858IBTGISHARES TR$3.9M1.40%171,626CommonNONE
20030N101CMCSACOMCAST CORP NEW$3.9M1.38%103,162CommonNONE
46429B598INDAISHARES TR$3.8M1.36%72,658CommonNONE
002824100ABTABBOTT LABS$3.3M1.16%28,790CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3.2M1.14%19,923CommonNONE
889478103TOLTOLL BROTHERS INC$3.2M1.12%25,012CommonNONE
594918104MSFTMICROSOFT CORP$3.1M1.12%7,440CommonNONE
00724F101ADBEADOBE INC$3.1M1.11%6,982CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M1.10%22,902CommonNONE
222795502CUZCOUSINS PPTYS INC$3.0M1.06%97,201CommonNONE
94106L109WMWASTE MGMT INC DEL$2.5M0.91%12,619CommonNONE
316773100FITBFIFTH THIRD BANCORP$2.4M0.86%57,236CommonNONE
27579R104EWBCEAST WEST BANCORP INC$1.8M0.64%18,788CommonNONE
670100205NVONOVO-NORDISK A S$1.7M0.61%20,027CommonNONE
461202103INTUINTUIT$1.5M0.52%2,325CommonNONE
759916109RGENREPLIGEN CORP$1.3M0.46%8,979CommonNONE
92189F643MOATVANECK ETF TRUST$1.3M0.45%13,727CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.37%10,569CommonNONE
40412C101HCAHCA HEALTHCARE INC$796,9140.28%2,652CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$758,2720.27%15,099CommonNONE
713448108PEPPEPSICO INC$701,3960.25%4,613CommonNONE
654106103NKENIKE INC$692,7350.25%9,155CommonNONE
922908769VTIVANGUARD INDEX FDS$539,0870.19%1,860CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$511,9100.18%18,738CommonNONE
855244109SBUXSTARBUCKS CORP$502,5370.18%5,507CommonNONE
427866108HSYHERSHEY CO$452,5030.16%2,672CommonNONE
892331307TMTOYOTA MOTOR CORP$364,6990.13%1,874CommonNONE
478160104JNJJOHNSON & JOHNSON$330,3120.12%2,284CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$328,7760.12%3,135CommonNONE
26922A321DSTLETF SER SOLUTIONS$259,9340.09%4,733CommonNONE
68389X105ORCLORACLE CORP$228,7800.08%1,373CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$222,9340.08%6,305CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.