| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GARCF | Exit | Golden Arch Resources Ltd. | $0 | – | -23,000 | -100.0% | 0.00% | – |
| Exit | Caviton Energy Systems Inc | $0 | – | -19,160 | -100.0% | 0.00% | – | |
| CHTRQ | Exit | Charter Comm Inc | $0 | – | -20,000 | -100.0% | 0.00% | – |
| Exit | Coastal South Bancshares Inc | $0 | – | -27,500 | -100.0% | -0.04% | – | |
| VTNR | Exit | Vertex Energy Inc | $0 | – | -12,059 | -100.0% | -0.04% | – |
| IYR | Exit | iShares Dow Jones US Real Esta | $0 | – | -1,195 | -100.0% | -0.07% | – |
| DD | Exit | E.I. Dupont Denemours & Co. | $0 | – | -2,764 | -100.0% | -0.16% | – |
| ETN | Exit | Eaton Corporation | $0 | – | -3,000 | -100.0% | -0.16% | – |
| NVO | Exit | Novo Nordisk A/S | $0 | – | -5,070 | -100.0% | -0.17% | – |
| QQQ | Exit | PowerShares QQQ | $0 | – | -2,187 | -100.0% | -0.18% | – |
| EWW | Exit | iShares MSCI Mexico Index Fund | $0 | – | -3,820 | -100.0% | -0.18% | – |
| SYY | Exit | SYSCO Corporation | $0 | – | -5,735 | -100.0% | -0.18% | – |
| AZO | Exit | AutoZone Inc | $0 | – | -375 | -100.0% | -0.19% | – |
| HEP | Exit | Holly Energy Partners LP | $0 | – | -8,000 | -100.0% | -0.19% | – |
| VTI | Exit | Vanguard Total Stock Market ET | $0 | – | -2,296 | -100.0% | -0.20% | – |
| CSX | Exit | CSX Corp | $0 | – | -6,857 | -100.0% | -0.20% | – |
| STI | Exit | SunTrust Banks Inc | $0 | – | -6,200 | -100.0% | -0.21% | – |
| ADM | Exit | Archer Daniels Midland Company | $0 | – | -5,021 | -100.0% | -0.21% | – |
| PFE | Exit | Pfizer Inc | $0 | – | -8,416 | -100.0% | -0.21% | – |
| DFE | Exit | WisdomTree Europe SmallCap Div | $0 | – | -5,339 | -100.0% | -0.22% | – |
| LLY | Exit | Eli Lilly & Company | $0 | – | -4,071 | -100.0% | -0.23% | – |
| KYN | Exit | Kayne Anderson MLP | $0 | – | -7,400 | -100.0% | -0.23% | – |
| Exit | UTG, Inc. | $0 | – | -21,739 | -100.0% | -0.25% | – | |
| IVV | Exit | iShares S&P 500 Index ETF | $0 | – | -1,499 | -100.0% | -0.25% | – |
| IWR | Exit | iShares Russell Midcap Index F | $0 | – | -1,862 | -100.0% | -0.25% | – |
| KO | Exit | The Coca-Cola Company | $0 | – | -7,380 | -100.0% | -0.25% | – |
| ABT | Exit | Abbott Laboratories | $0 | – | -6,947 | -100.0% | -0.25% | – |
| C | Exit | Citigroup Inc | $0 | – | -6,068 | -100.0% | -0.26% | – |
| NEE | Exit | NextEra Energy, Inc. | $0 | – | -3,240 | -100.0% | -0.28% | – |
| VGK | Exit | Vanguard MSCI Europe ETF | $0 | – | -6,662 | -100.0% | -0.28% | – |
| JCPNQ | Exit | J. C. Penney Company, Inc. | $0 | – | -54,000 | -100.0% | -0.28% | – |
| AAPL | Exit | Apple Inc | $0 | – | -3,210 | -100.0% | -0.28% | – |
| TWC | Exit | Time Warner Cable Inc. | $0 | – | -2,398 | -100.0% | -0.29% | – |
| GLW | Exit | Corning Incorporated | $0 | – | -17,760 | -100.0% | -0.33% | – |
| IVW | Exit | iShares S&P 500 Growth | $0 | – | -3,698 | -100.0% | -0.33% | – |
| PCL | Exit | Plum Creek Timber Co Inc | $0 | – | -9,800 | -100.0% | -0.34% | – |
| BMY | Exit | Bristol Myers Squibb Co | $0 | – | -7,156 | -100.0% | -0.34% | – |
| UTX | Exit | United Technologies Corp | $0 | – | -3,727 | -100.0% | -0.34% | – |
| COF | Exit | Capital One Financial Corp | $0 | – | -5,355 | -100.0% | -0.36% | – |
| BRKA | Exit | Berkshire Hathaway Inc Cl A | $0 | – | -2 | -100.0% | -0.36% | – |
| OKS | Exit | ONEOK Partners, L.P. | $0 | – | -13,000 | -100.0% | -0.41% | – |
| AMGN | Exit | Amgen Inc | $0 | – | -3,246 | -100.0% | -0.42% | – |
| DIS | Exit | The Walt Disney Company | $0 | – | -5,539 | -100.0% | -0.42% | – |
| ADP | Exit | Automatic Data Processing | $0 | – | -6,289 | -100.0% | -0.42% | – |
| SPY | Exit | SPDR S&P 500 ETF | $0 | – | -2,570 | -100.0% | -0.42% | – |
| EEM | Exit | iShares MSCI Emerging Markets | $0 | – | -13,510 | -100.0% | -0.43% | – |
| XOM | Exit | Exxon Mobil Corporation | $0 | – | -5,872 | -100.0% | -0.44% | – |
| IYR | Exit | iShares Dow Jones US Real Estaput | $0 | – | -7,500 | -100.0% | -0.46% | – |
| RSP | Exit | Rydex S&P Equal Weight | $0 | – | -7,656 | -100.0% | -0.49% | – |
| IWV | Exit | iShares Russell 3000 Index Fun | $0 | – | -5,111 | -100.0% | -0.50% | – |
| IBM | Exit | International Business Machine | $0 | – | -3,978 | -100.0% | -0.51% | – |
| TGT | Exit | Target Corporation | $0 | – | -8,916 | -100.0% | -0.54% | – |
| BRKB | Exit | Berkshire Hathaway Inc CL B | $0 | – | -4,998 | -100.0% | -0.60% | – |
| GS | Exit | Goldman Sachs Group Inc | $0 | – | -4,000 | -100.0% | -0.62% | – |
| IEV | Exit | iShares S&P Europe 350 Index E | $0 | – | -18,650 | -100.0% | -0.64% | – |
| GE | Exit | General Electric Company | $0 | – | -31,788 | -100.0% | -0.65% | – |
| KEYW | Exit | The KEYW Holding Corporation | $0 | – | -80,368 | -100.0% | -0.67% | – |
| PEP | Exit | Pepsico Inc | $0 | – | -12,412 | -100.0% | -0.94% | – |
| KMI | Exit | Kinder Morgan, Inc. | $0 | – | -31,183 | -100.0% | -1.06% | – |
| MMP | Exit | Magellan Midstream Partners LP | $0 | – | -16,000 | -100.0% | -1.06% | – |
| BPL | Exit | Buckeye Partners LP | $0 | – | -18,000 | -100.0% | -1.10% | – |
| IWM | Exit | iShares Russell 2000 Index | $0 | – | -13,343 | -100.0% | -1.28% | – |
| DVY | Exit | iShares Dow Jones Select Divid | $0 | – | -20,104 | -100.0% | -1.28% | – |
| EPD | Exit | Enterprise Products Partners L | $0 | – | -76,893 | -100.0% | -2.23% | – |
| EFA | Exit | iShares MSCI EAFE Index Fund E | $0 | – | -77,546 | -100.0% | -3.79% | – |
| VTWO | Exit | Vanguard Russell 2000 Index ET | $0 | – | -51,132 | -100.0% | -3.93% | – |
| VEA | Exit | Vanguard FTSE Developed Market | $0 | – | -130,570 | -100.0% | -3.98% | – |
| VIG | Exit | Vanguard Dividend Appreciation | $0 | – | -97,238 | -100.0% | -6.35% | – |
| VNQ | Exit | Vanguard REIT Index ETF | $0 | – | -226,732 | -100.0% | -14.77% | – |
| VOO | Exit | Vanguard S&P 500 ETF | $0 | – | -270,388 | -100.0% | -40.96% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 1 | Q4 2014 | 41.0% |
| Vanguard REIT Index ETF | 1 | Q4 2014 | 14.8% |
| Vanguard Dividend Appreciation | 1 | Q4 2014 | 6.3% |
| Vanguard FTSE Developed Market | 1 | Q4 2014 | 4.0% |
| Vanguard Russell 2000 Index ET | 1 | Q4 2014 | 3.9% |
| iShares MSCI EAFE Index Fund E | 1 | Q4 2014 | 3.8% |
| Enterprise Products Partners L | 1 | Q4 2014 | 2.2% |
| iShares Dow Jones Select Divid | 1 | Q4 2014 | 1.3% |
| iShares Russell 2000 Index | 1 | Q4 2014 | 1.3% |
| Buckeye Partners LP | 1 | Q4 2014 | 1.1% |
View Keel Point Advisors, LLC's complete holdings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.