Keeler THomas Management LLC Diversified Active

CIK: 0001730660 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 15, 2021

Total Value ($000): $210,041 (100.0% shares, 0.0% debt)

Holdings (73)

AAPL APPLE INC 7.3%
Value ($000) $15,345 Shares 108,404 Est. Cost $90.70 Unrealized +58.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.8%
Value ($000) $10,011 Shares 36,705 Est. Cost $190.50 Unrealized +47.4%
DIS DISNEY WALT CO 3.6%
Value ($000) $7,619 Shares 45,004 Est. Cost $105.73 Unrealized +64.7%
MSFT MICROSOFT CORP 3.3%
Value ($000) $7,000 Shares 24,808 Est. Cost $154.89 Unrealized +81.3%
COST COSTCO WHSL CORP NEW 3.3%
Value ($000) $6,910 Shares 15,364 Est. Cost $278.45 Unrealized +50.2%
PG PROCTER AND GAMBLE CO 3.0%
Value ($000) $6,289 Shares 44,988 Est. Cost $88.53 Unrealized +43.8%
GOOGL ALPHABET INC 2.9%
Value ($000) $6,117 Shares 2,286 Est. Cost $93.61 Unrealized +44.3%
AMZN AMAZON COM INC 2.9%
Value ($000) $6,083 Shares 1,850 Est. Cost $160.57 Unrealized +7.4%
PEP PEPSICO INC 2.7%
Value ($000) $5,628 Shares 37,424 Est. Cost $102.77 Unrealized +31.4%
JNJ JOHNSON JOHNSON 2.6%
Value ($000) $5,454 Shares 33,735 Est. Cost $116.65 Unrealized +28.8%
NVO NOVO-NORDISK A S 2.5%
Value ($000) $5,278 Shares 54,913 Est. Cost $64.33 Unrealized
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $4,762 Shares 12,171 Est. Cost $271.21 Unrealized +41.9%
ORCL ORACLE CORP 2.2%
Value ($000) $4,556 Shares 52,290 Est. Cost $56.27 Unrealized +48.1%
ACN ACCENTURE PLC IRELAND 2.1%
Value ($000) $4,463 Shares 13,934 Est. Cost $242.84 Unrealized +25.8%
KO COCA COLA CO 2.1%
Value ($000) $4,416 Shares 84,044 Est. Cost $39.46 Unrealized +23.7%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $4,358 Shares 7,618 Est. Cost $471.63 Unrealized +15.0%
VUG VANGUARD INDEX FDS 2.1%
Value ($000) $4,339 Shares 14,954 Est. Cost $193.99 Unrealized
WMT WALMART INC 2.0%
Value ($000) $4,276 Shares 30,662 Est. Cost $44.47 Unrealized +2.3%
ADP AUTOMATIC DATA PROCESSING IN 2.0%
Value ($000) $4,233 Shares 21,143 Est. Cost $136.70 Unrealized +37.3%
HSY HERSHEY CO 2.0%
Value ($000) $4,100 Shares 24,184 Est. Cost $133.63 Unrealized +18.9%
HD HOME DEPOT INC 1.9%
Value ($000) $4,085 Shares 12,446 Est. Cost $230.03 Unrealized +28.0%
FISV FISERV INC 1.9%
Value ($000) $4,008 Shares 36,893 Est. Cost $114.70 Unrealized -2.6%
V VISA INC 1.9%
Value ($000) $3,996 Shares 17,914 Est. Cost $187.39 Unrealized +21.1%
MDT MEDTRONIC PLC 1.8%
Value ($000) $3,822 Shares 30,447 Est. Cost $96.62 Unrealized +17.4%
KMB KIMBERLY-CLARK CORP 1.8%
Value ($000) $3,732 Shares 28,139 Est. Cost $114.34 Unrealized +1.0%
VOT VANGUARD INDEX FDS 1.7%
Value ($000) $3,621 Shares 15,325 Est. Cost $205.94 Unrealized
CERNER CORP 1.7%
Value ($000) $3,616 Shares 51,198 Est. Cost $72.06 Unrealized
MRK MERCK CO INC 1.7%
Value ($000) $3,564 Shares 47,376 Est. Cost $65.56 Unrealized +0.9%
VBK VANGUARD INDEX FDS 1.6%
Value ($000) $3,440 Shares 12,281 Est. Cost $257.92 Unrealized
ABT ABBOTT LABS 1.6%
Value ($000) $3,370 Shares 28,529 Est. Cost $57.23 Unrealized +98.3%
AMGN AMGEN INC 1.5%
Value ($000) $3,096 Shares 14,523 Est. Cost $204.43 Unrealized -2.0%
HON HONEYWELL INTL INC 1.4%
Value ($000) $3,025 Shares 14,252 Est. Cost $117.56 Unrealized +65.5%
MCD MCDONALDS CORP 1.4%
Value ($000) $2,989 Shares 12,400 Est. Cost $167.16 Unrealized +29.1%
CLX CLOROX CO DEL 1.4%
Value ($000) $2,881 Shares 17,453 Est. Cost $164.71 Unrealized -9.3%
NOBL PROSHARES TR 1.3%
Value ($000) $2,721 Shares 30,742 Est. Cost $70.80 Unrealized
CHD CHURCH DWIGHT INC 1.2%
Value ($000) $2,552 Shares 30,837 Est. Cost $79.14 Unrealized +1.7%
VO VANGUARD INDEX FDS 1.2%
Value ($000) $2,541 Shares 10,733 Est. Cost $229.27 Unrealized
VB VANGUARD INDEX FDS 1.2%
Value ($000) $2,539 Shares 11,664 Est. Cost $219.57 Unrealized
APD AIR PRODS CHEMS INC 1.2%
Value ($000) $2,465 Shares 9,626 Est. Cost $160.91 Unrealized +53.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value ($000) $2,354 Shares 4,078 Est. Cost $484.94 Unrealized +29.8%
DLR DIGITAL RLTY TR INC 0.9%
Value ($000) $1,959 Shares 13,567 Est. Cost $119.44 Unrealized +12.4%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $1,634 Shares 8,976 Est. Cost $81.61 Unrealized +99.4%
CSCO CISCO SYS INC 0.7%
Value ($000) $1,496 Shares 27,591 Est. Cost $36.98 Unrealized +33.1%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $1,463 Shares 6,588 Est. Cost $130.46 Unrealized
MMM 3M CO 0.7%
Value ($000) $1,459 Shares 8,319 Est. Cost $131.22 Unrealized +4.7%
UNP UNION PAC CORP 0.6%
Value ($000) $1,233 Shares 6,291 Est. Cost $121.26 Unrealized +61.0%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,215 Shares 12,903 Est. Cost $53.32 Unrealized +71.1%
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,155 Shares 4,381 Est. Cost $150.81 Unrealized +69.2%
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $1,104 Shares 7,781 Est. Cost $110.49 Unrealized +21.7%
BDX BECTON DICKINSON CO 0.5%
Value ($000) $968 Shares 3,937 Est. Cost $216.59 Unrealized +5.3%
QUALTRICS INTL INC 0.5%
Value ($000) $961 Shares 22,506 Est. Cost $34.36 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $944 Shares 4,560 Est. Cost $18.94 Unrealized +9.4%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $865 Shares 5,849 Est. Cost $230.95 Unrealized
ALTABANCORP 0.4%
Value ($000) $836 Shares 18,943 Est. Cost $20.10 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $708 Shares 9,122 Est. Cost $71.69 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $572 Shares 3,382 Est. Cost $119.19 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $531 Shares 3,808 Est. Cost $103.37 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $508 Shares 9,417 Est. Cost $37.90 Unrealized +11.7%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $503 Shares 2,435 Est. Cost $125.47 Unrealized +61.7%
IEMG ISHARES INC 0.2%
Value ($000) $390 Shares 6,324 Est. Cost $61.67 Unrealized
IDEV ISHARES TR 0.2%
Value ($000) $389 Shares 5,831 Est. Cost $66.71 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $364 Shares 4,238 Est. Cost $57.21 Unrealized +35.3%
BA BOEING CO 0.2%
Value ($000) $362 Shares 1,650 Est. Cost $276.00 Unrealized -19.2%
TELLURIAN INC NEW 0.2%
Value ($000) $352 Shares 90,100 Est. Cost $3.10 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $298 Shares 2,766 Est. Cost $67.81 Unrealized +43.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $294 Shares 5,000 Est. Cost $54.97 Unrealized -11.9%
MDY SPDR SP MIDCAP 400 ETF TR 0.1%
Value ($000) $293 Shares 610 Est. Cost $345.36 Unrealized
UNILEVER PLC 0.1%
Value ($000) $287 Shares 5,300 Est. Cost $56.07 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $286 Shares 1,293 Est. Cost $136.02 Unrealized +41.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $271 Shares 3,714 Est. Cost $57.83 Unrealized +8.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $248 Shares 2,550 Est. Cost $65.36 Unrealized +33.5%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $231 Shares 822 Est. Cost $175.72 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $208 Shares 604 Est. Cost $328.13 Unrealized -2.2%