Keeler Thomas Management LLC Diversified Active

Location: Orem, UT

CIK: 0001730660 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 24, 2022

Total Value: $197M (100.0% shares, 0.0% debt)

Holdings (64)

BRK/B BERKSHIRE HATHAWAY INC DEL 5.1%
Value $10.03M Shares 37,548 Est. Cost $196.34 Unrealized +44.9%
AAPL APPLE INC 4.4%
Value $8.739M Shares 63,241 Est. Cost $100.11 Unrealized +54.1%
COST COSTCO WHSL CORP NEW 4.3%
Value $8.45M Shares 17,892 Est. Cost $311.98 Unrealized +59.7%
VOO VANGUARD INDEX FDS 4.1%
Value $8.136M Shares 43,209 Est. Cost $188.29 Unrealized
JNJ JOHNSON &JOHNSON 4.1%
Value $8.087M Shares 49,507 Est. Cost $127.96 Unrealized +19.5%
UNH UNITEDHEALTH GROUP INC 3.9%
Value $7.626M Shares 15,101 Est. Cost $307.43 Unrealized +61.0%
MSFT MICROSOFT CORP 3.5%
Value $6.982M Shares 29,982 Est. Cost $197.02 Unrealized +30.4%
PEP PEPSICO INC 3.4%
Value $6.742M Shares 41,297 Est. Cost $107.01 Unrealized +44.3%
WMT WALMART INC 3.2%
Value $6.398M Shares 49,333 Est. Cost $43.98 Unrealized -4.5%
NVO NOVO-NORDISK A S 3.2%
Value $6.363M Shares 63,873 Est. Cost $70.55 Unrealized
GOOGL ALPHABET INC 3.2%
Value $6.322M Shares 66,101 Est. Cost $109.85 Unrealized +0.2%
KO COCA COLA CO 3.2%
Value $6.226M Shares 111,155 Est. Cost $42.49 Unrealized +31.9%
AMZN AMAZON COM INC 3.1%
Value $6.03M Shares 53,364 Est. Cost $127.19 Unrealized -0.6%
HSY HERSHEY CO 2.6%
Value $5.033M Shares 22,831 Est. Cost $134.63 Unrealized +52.5%
ACN ACCENTURE PLC IRELAND 2.4%
Value $4.644M Shares 18,051 Est. Cost $258.17 Unrealized +6.4%
ZTS ZOETIS INC 2.3%
Value $4.561M Shares 30,761 Est. Cost $164.94 Unrealized -2.1%
ADBE ADOBE SYSTEMS INCORPORATED 2.1%
Value $4.158M Shares 15,109 Est. Cost $485.83 Unrealized -22.1%
AMGN AMGEN INC 2.1%
Value $4.09M Shares 18,146 Est. Cost $207.58 Unrealized +5.0%
PAYX PAYCHEX INC 1.9%
Value $3.795M Shares 33,827 Est. Cost $112.46 Unrealized -0.3%
TSN TYSON FOODS INC 1.9%
Value $3.758M Shares 57,006 Est. Cost $70.42 Unrealized 0.0%
GM GENERAL MTRS CO 1.9%
Value $3.734M Shares 116,363 Est. Cost $44.33 Unrealized -20.0%
MDLZ MONDELEZ INTL INC 1.8%
Value $3.469M Shares 63,272 Est. Cost $57.14 Unrealized -0.9%
WM WASTE MGMT INC DEL 1.8%
Value $3.46M Shares 21,598 Est. Cost $154.07 Unrealized +1.6%
F FORD MTR CO DEL 1.7%
Value $3.436M Shares 306,790 Est. Cost $13.57 Unrealized -19.9%
UPS UNITED PARCEL SERVICE INC 1.7%
Value $3.435M Shares 21,265 Est. Cost $127.59 Unrealized +25.8%
VTV VANGUARD INDEX FDS 1.7%
Value $3.352M Shares 15,668 Est. Cost $213.94 Unrealized
CSCO CISCO SYS INC 1.7%
Value $3.34M Shares 83,523 Est. Cost $41.05 Unrealized -2.4%
NVS NOVARTIS AG 1.7%
Value $3.264M Shares 42,942 Est. Cost $91.82 Unrealized
INTU INTUIT 1.6%
Value $3.221M Shares 8,317 Est. Cost $484.36 Unrealized -12.7%
TXN TEXAS INSTRS INC 1.5%
Value $2.999M Shares 19,382 Est. Cost $154.31 Unrealized -1.7%
CL COLGATE PALMOLIVE CO 1.4%
Value $2.853M Shares 40,624 Est. Cost $71.48 Unrealized +1.4%
MCD MCDONALDS CORP 1.4%
Value $2.847M Shares 12,339 Est. Cost $168.56 Unrealized +40.2%
PG PROCTER AND GAMBLE CO 1.4%
Value $2.809M Shares 22,255 Est. Cost $116.05 Unrealized +12.5%
AMCOR PLC 1.3%
Value $2.486M Shares 231,738 Est. Cost $10.10 Unrealized +5.2%
NOBL PROSHARES TR 1.2%
Value $2.333M Shares 29,179 Est. Cost $72.02 Unrealized
PFE PFIZER INC 1.2%
Value $2.31M Shares 52,798 Est. Cost $40.41 Unrealized 0.0%
MRK MERCK &CO INC 1.1%
Value $2.094M Shares 24,323 Est. Cost $77.42 Unrealized +3.9%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $1.684M Shares 44,351 Est. Cost $35.76 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.8%
Value $1.614M Shares 13,300 Est. Cost $19.06 Unrealized -17.2%
FISV FISERV INC 0.8%
Value $1.555M Shares 16,622 Est. Cost $114.05 Unrealized -10.6%
DLR DIGITAL RLTY TR INC 0.8%
Value $1.542M Shares 15,555 Est. Cost $111.67 Unrealized -2.8%
META META PLATFORMS INC 0.7%
Value $1.404M Shares 10,353 Est. Cost $186.25 Unrealized -13.6%
CRM SALESFORCE INC 0.7%
Value $1.289M Shares 8,968 Est. Cost $167.53 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.6%
Value $1.102M Shares 5,648 Est. Cost $170.65 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value $1.074M Shares 6,301 Est. Cost $170.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value $1.07M Shares 2,111 Est. Cost $554.13 Unrealized 0.0%
ORCL ORACLE CORP 0.4%
Value $757K Shares 12,397 Est. Cost $58.65 Unrealized +19.6%
GBCI GLACIER BANCORP INC NEW 0.4%
Value $741K Shares 15,099 Est. Cost $49.57 Unrealized -8.9%
KMB KIMBERLY-CLARK CORP 0.3%
Value $688K Shares 25,352 Est. Cost $114.37 Unrealized -0.0%
VUG VANGUARD INDEX FDS 0.3%
Value $525K Shares 2,794 Est. Cost $197.86 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $474K Shares 2,775 Est. Cost $130.46 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $416K Shares 5,160 Est. Cost $96.04 Unrealized -15.9%
BDX BECTON DICKINSON &CO 0.2%
Value $414K Shares 1,860 Est. Cost $216.59 Unrealized +8.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $381K Shares 1,686 Est. Cost $145.36 Unrealized +50.7%
HCA HCA HEALTHCARE INC 0.2%
Value $371K Shares 2,021 Est. Cost $193.55 Unrealized 0.0%
TELLURIAN INC NEW 0.1%
Value $293K Shares 122,900 Est. Cost $3.02 Unrealized
IGRO ISHARES TR 0.1%
Value $275K Shares 5,442 Est. Cost $57.05 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $265K Shares 1,849 Est. Cost $229.27 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value $244K Shares 1,874 Est. Cost $154.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value $232K Shares 577 Est. Cost $345.36 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value $229K Shares 1,883 Est. Cost $205.94 Unrealized
EEMV ISHARES INC 0.1%
Value $219K Shares 4,334 Est. Cost $54.85 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $212K Shares 2,286 Est. Cost $65.36 Unrealized +43.9%
LMT LOCKHEED MARTIN CORP 0.1%
Value $206K Shares 534 Est. Cost $330.11 Unrealized +15.3%