Keeler Thomas Management LLC Diversified Active

Location: Orem, UT

CIK: 0001730660 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 23, 2021

Total Value: $190M (100.0% shares, 0.0% debt)

Holdings (73)

AAPL APPLE INC 6.6%
Value $12.56M Shares 102,823 Est. Cost $88.09 Unrealized +42.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 5.0%
Value $9.523M Shares 37,278 Est. Cost $190.50 Unrealized +27.5%
DIS DISNEY WALT CO 4.1%
Value $7.735M Shares 41,883 Est. Cost $100.59 Unrealized +79.1%
PG PROCTER AND GAMBLE CO 3.0%
Value $5.625M Shares 41,541 Est. Cost $85.61 Unrealized +35.1%
MSFT MICROSOFT CORP 2.9%
Value $5.56M Shares 23,550 Est. Cost $149.16 Unrealized +49.4%
COST COSTCO WHSL CORP NEW 2.8%
Value $5.261M Shares 14,928 Est. Cost $275.22 Unrealized +19.8%
JNJ JOHNSON JOHNSON 2.7%
Value $5.1M Shares 31,031 Est. Cost $113.95 Unrealized +23.5%
PEP PEPSICO INC 2.6%
Value $5.002M Shares 35,363 Est. Cost $101.19 Unrealized +16.5%
VBK VANGUARD INDEX FDS 2.6%
Value $4.867M Shares 17,723 Est. Cost $257.92 Unrealized
AMZN AMAZON COM INC 2.5%
Value $4.783M Shares 1,543 Est. Cost $158.51 Unrealized 0.0%
VOT VANGUARD INDEX FDS 2.5%
Value $4.76M Shares 22,183 Est. Cost $205.94 Unrealized
GOOGL ALPHABET INC 2.3%
Value $4.364M Shares 2,116 Est. Cost $90.98 Unrealized +7.7%
UNH UNITEDHEALTH GROUP INC 2.3%
Value $4.299M Shares 11,554 Est. Cost $264.48 Unrealized +20.9%
KO COCA COLA CO 2.2%
Value $4.16M Shares 78,934 Est. Cost $38.91 Unrealized +11.5%
ADP AUTOMATIC DATA PROCESSING IN 2.0%
Value $3.887M Shares 20,629 Est. Cost $134.42 Unrealized +16.5%
HD HOME DEPOT INC 2.0%
Value $3.861M Shares 12,651 Est. Cost $230.03 Unrealized +6.3%
FISV FISERV INC 2.0%
Value $3.765M Shares 31,634 Est. Cost $114.76 Unrealized 0.0%
VUG VANGUARD INDEX FDS 2.0%
Value $3.764M Shares 14,645 Est. Cost $189.24 Unrealized
ACN ACCENTURE PLC IRELAND 2.0%
Value $3.724M Shares 13,484 Est. Cost $241.32 Unrealized 0.0%
CLX CLOROX CO DEL 1.9%
Value $3.701M Shares 19,192 Est. Cost $165.03 Unrealized 0.0%
MRK MERCK CO. INC 1.9%
Value $3.651M Shares 47,368 Est. Cost $65.53 Unrealized -3.8%
ORCL ORACLE CORP 1.9%
Value $3.627M Shares 51,696 Est. Cost $56.27 Unrealized +7.7%
WMT WALMART INC 1.9%
Value $3.611M Shares 26,536 Est. Cost $44.42 Unrealized -2.5%
HSY HERSHEY CO 1.9%
Value $3.583M Shares 22,656 Est. Cost $131.99 Unrealized +1.6%
NVO NOVO-NORDISK A S 1.9%
Value $3.57M Shares 52,851 Est. Cost $63.77 Unrealized
ABT ABBOTT LABS 1.9%
Value $3.522M Shares 29,395 Est. Cost $57.23 Unrealized +89.8%
CERNER CORP 1.8%
Value $3.49M Shares 48,458 Est. Cost $72.02 Unrealized
V VISA INC 1.8%
Value $3.433M Shares 16,216 Est. Cost $183.33 Unrealized +10.8%
MDT MEDTRONIC PLC 1.8%
Value $3.432M Shares 29,058 Est. Cost $95.89 Unrealized +6.1%
KMB KIMBERLY-CLARK CORP 1.8%
Value $3.392M Shares 24,399 Est. Cost $114.46 Unrealized -3.2%
AMGN AMGEN INC 1.7%
Value $3.27M Shares 13,145 Est. Cost $204.67 Unrealized +0.0%
HON HONEYWELL INTL INC 1.7%
Value $3.209M Shares 14,786 Est. Cost $117.56 Unrealized +50.3%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value $3.052M Shares 6,688 Est. Cost $471.13 Unrealized 0.0%
MCD MCDONALDS CORP 1.5%
Value $2.839M Shares 12,669 Est. Cost $167.16 Unrealized +14.4%
APD AIR PRODS CHEMS INC 1.5%
Value $2.764M Shares 9,832 Est. Cost $158.66 Unrealized +51.4%
NOBL PROSHARES TR 1.4%
Value $2.57M Shares 29,800 Est. Cost $70.19 Unrealized
CHD CHURCH DWIGHT INC 1.2%
Value $2.248M Shares 25,737 Est. Cost $78.77 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 1.1%
Value $2.022M Shares 14,359 Est. Cost $119.44 Unrealized -2.5%
CSCO CISCO SYS INC 0.9%
Value $1.753M Shares 33,906 Est. Cost $36.98 Unrealized +9.8%
MMM 3M CO 0.9%
Value $1.719M Shares 8,930 Est. Cost $131.22 Unrealized -4.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value $1.588M Shares 3,341 Est. Cost $467.43 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.8%
Value $1.525M Shares 8,976 Est. Cost $81.61 Unrealized +61.7%
BABA ALIBABA GROUP HLDG LTD 0.8%
Value $1.495M Shares 6,596 Est. Cost $231.02 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value $1.436M Shares 6,669 Est. Cost $215.32 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value $1.36M Shares 6,580 Est. Cost $130.46 Unrealized
VO VANGUARD INDEX FDS 0.7%
Value $1.326M Shares 5,951 Est. Cost $222.82 Unrealized
UNP UNION PAC CORP 0.7%
Value $1.32M Shares 5,999 Est. Cost $117.56 Unrealized +60.0%
BDX BECTON DICKINSON CO 0.6%
Value $1.228M Shares 5,057 Est. Cost $216.59 Unrealized +4.2%
EMR EMERSON ELEC CO 0.6%
Value $1.171M Shares 12,984 Est. Cost $53.32 Unrealized +45.9%
DGX QUEST DIAGNOSTICS INC 0.6%
Value $1.118M Shares 8,714 Est. Cost $110.49 Unrealized +1.5%
SYK STRYKER CORPORATION 0.6%
Value $1.11M Shares 4,559 Est. Cost $150.81 Unrealized +51.0%
ALTABANCORP 0.4%
Value $833K Shares 19,828 Est. Cost $20.10 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $604K Shares 10,422 Est. Cost $37.90 Unrealized +11.5%
QUALTRICS INTL INC 0.3%
Value $594K Shares 18,052 Est. Cost $32.90 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $564K Shares 1,058 Est. Cost $13.40 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.3%
Value $538K Shares 2,436 Est. Cost $125.47 Unrealized +47.4%
VBR VANGUARD INDEX FDS 0.3%
Value $475K Shares 2,872 Est. Cost $109.75 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value $452K Shares 3,358 Est. Cost $98.40 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value $395K Shares 8,047 Est. Cost $44.66 Unrealized
BA BOEING CO 0.2%
Value $369K Shares 1,450 Est. Cost $283.31 Unrealized -21.5%
INTC INTEL CORP 0.2%
Value $358K Shares 5,600 Est. Cost $43.49 Unrealized +24.4%
ABBV ABBVIE INC 0.2%
Value $299K Shares 2,766 Est. Cost $67.81 Unrealized +31.1%
UNILEVER PLC 0.2%
Value $297K Shares 5,329 Est. Cost $56.07 Unrealized
MDY SPDR SP MIDCAP 400 ETF TR 0.2%
Value $291K Shares 611 Est. Cost $345.36 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value $288K Shares 3,764 Est. Cost $54.51 Unrealized +19.7%
XOM EXXON MOBIL CORP 0.1%
Value $279K Shares 5,032 Est. Cost $54.97 Unrealized -21.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value $269K Shares 728 Est. Cost $328.13 Unrealized -8.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value $246K Shares 2,550 Est. Cost $65.36 Unrealized +15.4%
AVB AVALONBAY CMNTYS INC 0.1%
Value $239K Shares 1,300 Est. Cost $136.02 Unrealized +8.7%
D DOMINION ENERGY INC 0.1%
Value $212K Shares 2,800 Est. Cost $56.33 Unrealized +3.8%
LABORATORY CORP AMER HLDGS 0.1%
Value $209K Shares 822 Est. Cost $175.72 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $202K Shares 3,891 Est. Cost $50.04 Unrealized
TELLURIAN INC NEW 0.1%
Value $140K Shares 60,100 Est. Cost $2.33 Unrealized