|
⚲
|
| Keeler Thomas Management LLC
✚
| |
|---|---|
| CRD # | 109522 |
| SEC # | 801-100354 |
| CIK # | 0001730660 |
| AUM | $338.4 MM (2024-03-19) |
| Employees | 15 (27% Investors, 33% Brokers) |
| Phone | 801-226-0800 |
| Address | 1327 South 800 East Orem, UT 84097 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| COST | 207,576.9 | 8.6 | |
| AAPL | 2,382,844.0 | 6.8 | |
| GOOGL | 1,475,138.5 | 5.9 | |
| UNH | 477,004.0 | 5.9 | |
| DLR | 38,305.5 | 5.6 | |
| WMT | 335,434.5 | 5.4 | |
| CAT | 99,975.7 | 5.3 | |
| XOM | 385,508.3 | 5.2 | |
| UNP | 133,995.4 | 5.2 | |
| CVX | 294,604.1 | 4.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 102.1 |
| (b) Individuals (high net worth individuals) | 52 | 151.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 23.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 277.4 |
| By Discretionary | ||
| Discretionary | 764 | 253.8 |
| Non-Discretionary | 26 | 23.5 |
| Total | 790 | 277.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.4 | |
| Total | 790 | 277.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730660] |
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