Keeler Thomas Management LLC Diversified Active

Location: Orem, UT

CIK: 0001730660 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 27, 2021

Total Value: $205M (100.0% shares, 0.0% debt)

Holdings (74)

AAPL APPLE INC 6.9%
Value $14.15M Shares 103,326 Est. Cost $88.09 Unrealized +43.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.9%
Value $10.11M Shares 36,389 Est. Cost $190.50 Unrealized +46.7%
DIS DISNEY WALT CO 3.7%
Value $7.559M Shares 42,991 Est. Cost $102.52 Unrealized +71.4%
MSFT MICROSOFT CORP 3.2%
Value $6.555M Shares 24,200 Est. Cost $151.72 Unrealized +61.3%
COST COSTCO WHSL CORP NEW 2.9%
Value $5.991M Shares 15,142 Est. Cost $276.40 Unrealized +29.9%
PG PROCTER AND GAMBLE CO 2.9%
Value $5.857M Shares 43,409 Est. Cost $87.12 Unrealized +38.6%
AMZN AMAZON COM INC 2.7%
Value $5.576M Shares 1,621 Est. Cost $158.88 Unrealized +4.6%
PEP PEPSICO INC 2.6%
Value $5.419M Shares 36,573 Est. Cost $102.02 Unrealized +23.7%
GOOGL ALPHABET INC 2.6%
Value $5.354M Shares 2,193 Est. Cost $91.85 Unrealized +26.2%
JNJ JOHNSON &JOHNSON 2.6%
Value $5.329M Shares 32,348 Est. Cost $115.21 Unrealized +25.8%
UNH UNITEDHEALTH GROUP INC 2.2%
Value $4.601M Shares 11,490 Est. Cost $264.48 Unrealized +39.5%
NVO NOVO-NORDISK A S 2.2%
Value $4.556M Shares 54,393 Est. Cost $64.33 Unrealized
KO COCA COLA CO 2.2%
Value $4.435M Shares 81,965 Est. Cost $39.22 Unrealized +20.5%
VUG VANGUARD INDEX FDS 2.2%
Value $4.417M Shares 15,392 Est. Cost $193.99 Unrealized
ORCL ORACLE CORP 2.0%
Value $4.06M Shares 52,161 Est. Cost $56.27 Unrealized +30.8%
ACN ACCENTURE PLC IRELAND 2.0%
Value $4.035M Shares 13,688 Est. Cost $241.72 Unrealized +10.9%
ADP AUTOMATIC DATA PROCESSING IN 2.0%
Value $4.019M Shares 20,236 Est. Cost $134.42 Unrealized +31.1%
HD HOME DEPOT INC 2.0%
Value $4M Shares 12,544 Est. Cost $230.03 Unrealized +23.4%
WMT WALMART INC 1.9%
Value $3.98M Shares 28,226 Est. Cost $44.38 Unrealized -1.3%
HSY HERSHEY CO 1.9%
Value $3.955M Shares 22,710 Est. Cost $131.99 Unrealized +14.1%
CERNER CORP 1.9%
Value $3.85M Shares 49,263 Est. Cost $72.12 Unrealized
V VISA INC 1.9%
Value $3.844M Shares 16,442 Est. Cost $183.84 Unrealized +20.2%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value $3.786M Shares 7,505 Est. Cost $470.57 Unrealized -1.0%
FISV FISERV INC 1.8%
Value $3.707M Shares 34,664 Est. Cost $114.89 Unrealized +1.2%
VOT VANGUARD INDEX FDS 1.8%
Value $3.684M Shares 15,589 Est. Cost $205.94 Unrealized
MDT MEDTRONIC PLC 1.8%
Value $3.68M Shares 29,649 Est. Cost $96.16 Unrealized +13.9%
CLX CLOROX CO DEL 1.8%
Value $3.605M Shares 20,031 Est. Cost $164.71 Unrealized -4.4%
KMB KIMBERLY-CLARK CORP 1.8%
Value $3.583M Shares 26,783 Est. Cost $114.28 Unrealized -1.7%
VBK VANGUARD INDEX FDS 1.7%
Value $3.562M Shares 12,291 Est. Cost $257.92 Unrealized
MRK MERCK &CO INC 1.7%
Value $3.498M Shares 44,988 Est. Cost $65.53 Unrealized -2.1%
ABT ABBOTT LABS 1.7%
Value $3.383M Shares 29,188 Est. Cost $57.23 Unrealized +87.5%
AMGN AMGEN INC 1.6%
Value $3.256M Shares 13,359 Est. Cost $204.79 Unrealized +3.8%
HON HONEYWELL INTL INC 1.5%
Value $3.157M Shares 14,396 Est. Cost $117.56 Unrealized +63.5%
MCD MCDONALDS CORP 1.4%
Value $2.894M Shares 12,531 Est. Cost $167.16 Unrealized +25.2%
NOBL PROSHARES TR 1.4%
Value $2.792M Shares 30,691 Est. Cost $70.80 Unrealized
APD AIR PRODS &CHEMS INC 1.3%
Value $2.698M Shares 9,381 Est. Cost $158.66 Unrealized +64.3%
VB VANGUARD INDEX FDS 1.3%
Value $2.629M Shares 11,673 Est. Cost $219.57 Unrealized
VO VANGUARD INDEX FDS 1.2%
Value $2.551M Shares 10,752 Est. Cost $229.27 Unrealized
CHD CHURCH &DWIGHT INC 1.2%
Value $2.357M Shares 27,642 Est. Cost $78.99 Unrealized +3.7%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value $2.203M Shares 3,762 Est. Cost $472.80 Unrealized +9.0%
DLR DIGITAL RLTY TR INC 1.0%
Value $2.064M Shares 13,720 Est. Cost $119.44 Unrealized +7.5%
UPS UNITED PARCEL SERVICE INC 0.9%
Value $1.866M Shares 8,976 Est. Cost $81.61 Unrealized +101.1%
CSCO CISCO SYS INC 0.8%
Value $1.702M Shares 32,119 Est. Cost $36.98 Unrealized +23.9%
MMM 3M CO 0.8%
Value $1.683M Shares 8,474 Est. Cost $131.22 Unrealized +7.0%
BABA ALIBABA GROUP HLDG LTD 0.7%
Value $1.521M Shares 6,709 Est. Cost $230.95 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value $1.473M Shares 6,614 Est. Cost $130.46 Unrealized
UNP UNION PAC CORP 0.6%
Value $1.317M Shares 5,991 Est. Cost $117.56 Unrealized +70.5%
EMR EMERSON ELEC CO 0.6%
Value $1.235M Shares 12,833 Est. Cost $53.32 Unrealized +60.4%
SYK STRYKER CORPORATION 0.6%
Value $1.175M Shares 4,524 Est. Cost $150.81 Unrealized +61.5%
DGX QUEST DIAGNOSTICS INC 0.5%
Value $1.097M Shares 8,319 Est. Cost $110.49 Unrealized +8.4%
BDX BECTON DICKINSON &CO 0.5%
Value $1.091M Shares 4,488 Est. Cost $216.59 Unrealized +2.6%
QUALTRICS INTL INC 0.5%
Value $949K Shares 24,815 Est. Cost $34.36 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $908K Shares 1,135 Est. Cost $13.58 Unrealized +17.7%
ALTABANCORP 0.4%
Value $820K Shares 18,943 Est. Cost $20.10 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $561K Shares 10,021 Est. Cost $37.90 Unrealized +14.6%
VBR VANGUARD INDEX FDS 0.3%
Value $557K Shares 3,200 Est. Cost $116.35 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value $543K Shares 2,429 Est. Cost $125.47 Unrealized +63.4%
VOE VANGUARD INDEX FDS 0.3%
Value $536K Shares 3,801 Est. Cost $103.37 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value $423K Shares 8,186 Est. Cost $44.78 Unrealized
TELLURIAN INC NEW 0.2%
Value $418K Shares 90,100 Est. Cost $3.10 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $394K Shares 7,245 Est. Cost $52.05 Unrealized
BA BOEING CO 0.2%
Value $347K Shares 1,450 Est. Cost $283.31 Unrealized -14.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value $318K Shares 3,738 Est. Cost $54.51 Unrealized +38.9%
XOM EXXON MOBIL CORP 0.2%
Value $315K Shares 5,005 Est. Cost $54.97 Unrealized -9.0%
ABBV ABBVIE INC 0.2%
Value $311K Shares 2,766 Est. Cost $67.81 Unrealized +39.7%
UNILEVER PLC 0.2%
Value $310K Shares 5,300 Est. Cost $56.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $300K Shares 611 Est. Cost $345.36 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value $271K Shares 1,300 Est. Cost $136.02 Unrealized +25.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value $251K Shares 2,550 Est. Cost $65.36 Unrealized +28.3%
INTC INTEL CORP 0.1%
Value $235K Shares 4,200 Est. Cost $43.49 Unrealized +23.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value $228K Shares 604 Est. Cost $328.13 Unrealized +3.2%
LABORATORY CORP AMER HLDGS 0.1%
Value $226K Shares 822 Est. Cost $175.72 Unrealized
D DOMINION ENERGY INC 0.1%
Value $205K Shares 2,800 Est. Cost $56.33 Unrealized +11.3%
CHAMPIONX CORPORATION 0.1%
Value $202K Shares 7,890 Est. Cost $25.60 Unrealized