Keebeck Wealth Management

Latest statistics and disclosures from Keebeck Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Keebeck Wealth Management

Keebeck Wealth Management holds 278 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.6 $60M -3% 102k 588.68
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Vanguard World Inf Tech Etf (VGT) 3.8 $26M 42k 621.81
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Apple (AAPL) 2.8 $20M 78k 250.42
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $19M 109k 178.08
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Microsoft Corporation (MSFT) 2.6 $18M 43k 421.50
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Ishares Tr Eafe Value Etf (EFV) 2.0 $14M 260k 52.47
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Ishares Tr S&p 100 Etf (OEF) 1.9 $14M 47k 288.85
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NVIDIA Corporation (NVDA) 1.9 $13M 100k 134.29
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.9 $13M +18% 134k 100.32
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Ishares Tr Eafe Grwth Etf (EFG) 1.9 $13M +5% 138k 96.83
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $13M -3% 129k 101.53
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Wisdomtree Tr Floatng Rat Trea (USFR) 1.9 $13M +148% 256k 50.32
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $9.8M +2% 197k 50.13
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Ishares Tr Esg Awr Msci Usa (ESGU) 1.4 $9.8M 77k 128.82
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Ishares Tr S&P SML 600 GWT (IJT) 1.4 $9.8M -30% 73k 135.37
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Broadcom (AVGO) 1.4 $9.8M 42k 231.84
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Ishares Tr U.s. Tech Etf (IYW) 1.4 $9.5M 60k 159.52
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Blackrock Etf Trust Ishares Us Equit (DYNF) 1.2 $8.7M 169k 51.25
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $8.5M -3% 62k 137.57
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.1 $7.4M 33k 224.35
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Amazon (AMZN) 1.0 $6.8M +5% 31k 219.39
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Lowe's Companies (LOW) 1.0 $6.7M 27k 246.80
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Ishares Tr National Mun Etf (MUB) 0.9 $6.4M +5% 60k 106.55
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Energy Transfer Com Ut Ltd Ptn (ET) 0.9 $6.3M 322k 19.59
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Stryker Corporation (SYK) 0.9 $6.0M 17k 360.89
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Eli Lilly & Co. (LLY) 0.9 $6.0M -5% 7.7k 772.00
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Mastercard Incorporated Cl A (MA) 0.8 $5.9M 11k 526.57
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Ishares Msci Emrg Chn (EMXC) 0.8 $5.8M +2% 104k 55.45
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Merck & Co (MRK) 0.8 $5.7M 57k 100.29
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Visa Com Cl A (V) 0.8 $5.7M 18k 316.04
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Ishares Tr S&p 500 Val Etf (IVE) 0.8 $5.7M +2% 30k 190.88
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Blackrock Capital Allocation Trust (BCAT) 0.8 $5.6M 367k 15.15
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Arthur J. Gallagher & Co. (AJG) 0.8 $5.4M +21% 19k 283.85
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Kla Corp Com New (KLAC) 0.8 $5.3M 8.5k 630.12
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Analog Devices (ADI) 0.7 $5.1M 24k 212.46
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Te Connectivity Ord Shs (TEL) 0.7 $5.1M -3% 35k 142.97
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Vanguard World Industrial Etf (VIS) 0.7 $4.9M 19k 254.39
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Texas Instruments Incorporated (TXN) 0.7 $4.8M 25k 187.51
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.7 $4.7M 172k 27.11
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Jacobs Engineering Group (J) 0.7 $4.7M +39% 35k 133.62
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Intercontinental Exchange (ICE) 0.7 $4.6M +2% 31k 149.01
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Ishares Tr Select Divid Etf (DVY) 0.7 $4.6M 35k 131.29
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UnitedHealth (UNH) 0.7 $4.6M 9.0k 505.88
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Abbvie (ABBV) 0.6 $4.4M 25k 177.70
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Coinbase Global Com Cl A (COIN) 0.6 $4.4M -24% 18k 248.30
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Emerson Electric (EMR) 0.6 $4.3M 35k 123.93
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Raytheon Technologies Corp (RTX) 0.6 $4.2M 37k 115.72
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Ishares Tr Core Total Usd (IUSB) 0.6 $4.2M -7% 94k 45.20
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Home Depot (HD) 0.6 $4.0M 10k 388.99
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.9M +3% 7.3k 538.80
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.9M 7.7k 511.23
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Select Sector Spdr Tr Indl (XLI) 0.6 $3.9M 30k 131.76
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $3.9M -53% 33k 115.22
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Waste Management (WM) 0.5 $3.8M +17% 19k 201.79
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $3.7M 70k 53.05
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ConocoPhillips (COP) 0.5 $3.7M 37k 99.17
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $3.6M 10k 351.79
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Peloton Interactive Cl A Com (PTON) 0.5 $3.5M NEW 401k 8.70
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Meta Platforms Cl A (META) 0.5 $3.4M 5.8k 585.55
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Zoetis Cl A (ZTS) 0.5 $3.4M 21k 162.93
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.4M +14% 5.7k 588.00
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.3M -9% 15k 220.96
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Vanguard Index Fds Growth Etf (VUG) 0.5 $3.3M +5% 8.1k 410.42
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Ishares Tr Europe Etf (IEV) 0.5 $3.3M +3% 63k 52.06
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Intuitive Surgical Com New (ISRG) 0.5 $3.2M 6.2k 521.96
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Comcast Corp Cl A (CMCSA) 0.5 $3.1M 84k 37.53
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Moody's Corporation (MCO) 0.4 $2.9M 6.0k 473.37
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Honeywell International (HON) 0.4 $2.7M 12k 225.89
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Vanguard World Health Car Etf (VHT) 0.4 $2.7M -7% 11k 253.69
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Natera (NTRA) 0.4 $2.7M 17k 158.30
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Ishares Emng Mkts Eqt (EMGF) 0.4 $2.7M -5% 59k 45.23
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Vanguard Index Fds Value Etf (VTV) 0.4 $2.6M +6% 15k 169.30
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Cava Group Ord (CAVA) 0.4 $2.6M 23k 112.80
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Vanguard World Consum Stp Etf (VDC) 0.4 $2.5M 12k 211.38
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $2.4M 27k 88.79
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.4M +5% 13k 189.31
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Netflix (NFLX) 0.3 $2.4M 2.6k 891.32
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Costco Wholesale Corporation (COST) 0.3 $2.3M 2.5k 916.27
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Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $2.3M NEW 11k 206.92
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Wal-Mart Stores (WMT) 0.3 $2.3M +2% 25k 90.55
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First Tr Exchange Traded Cloud Computing (SKYY) 0.3 $2.2M 19k 119.12
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EOG Resources (EOG) 0.3 $2.2M 18k 122.58
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Vulcan Materials Company (VMC) 0.3 $2.2M NEW 8.5k 257.23
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Ishares Core Msci Emkt (IEMG) 0.3 $2.1M +3% 41k 52.22
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Us Foods Hldg Corp call (USFD) 0.3 $2.1M 32k 67.46
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Republic Services (RSG) 0.3 $2.1M 11k 201.17
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Procter & Gamble Company (PG) 0.3 $2.1M 13k 167.65
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M +3% 4.6k 453.28
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Ishares Tr Esg Msci Leadr (SUSL) 0.3 $2.1M 20k 103.04
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $2.1M 110k 18.70
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.3 $2.0M 88k 23.11
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Stepstone Group Com Cl A (STEP) 0.3 $1.9M 33k 57.88
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Abbott Laboratories (ABT) 0.3 $1.9M 17k 113.11
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Hamilton Lane Cl A (HLNE) 0.3 $1.9M 13k 148.54
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Freeport-mcmoran CL B (FCX) 0.3 $1.8M -8% 48k 38.08
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Deere & Company (DE) 0.3 $1.8M 4.2k 425.40
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Alphabet Cap Stk Cl C (GOOG) 0.3 $1.7M +5% 9.2k 190.44
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.2 $1.7M 14k 116.31
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Ishares Tr Us Infrastruc (IFRA) 0.2 $1.7M +3% 36k 46.29
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.7M +16% 19k 87.33
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $1.6M 64k 25.37
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Kayne Anderson Bdc Com Shs (KBDC) 0.2 $1.6M NEW 94k 16.94
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Pinterest Cl A (PINS) 0.2 $1.6M -11% 55k 29.00
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Spdr Gold Tr Gold Shs (GLD) 0.2 $1.6M -19% 6.5k 242.13
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Vanguard World Financials Etf (VFH) 0.2 $1.6M 13k 118.07
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Microstrategy Cl A New (MSTR) 0.2 $1.4M +75% 4.9k 289.62
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.4M 18k 78.61
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Blue Owl Capital Com Cl A (OWL) 0.2 $1.4M 60k 23.26
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S&p Global (SPGI) 0.2 $1.4M 2.8k 498.03
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $1.4M 13k 102.09
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $1.4M 40k 33.91
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Select Sector Spdr Tr Financial (XLF) 0.2 $1.3M 28k 48.33
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.3M 7.6k 175.22
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Transcat (TRNS) 0.2 $1.3M 12k 105.74
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Ishares Tr Mbs Etf (MBB) 0.2 $1.3M +13% 14k 91.68
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Servicenow (NOW) 0.2 $1.3M 1.2k 1060.12
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Cme (CME) 0.2 $1.3M 5.3k 238.03
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Bristol Myers Squibb (BMY) 0.2 $1.2M 22k 56.56
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Ishares Tr Short Treas Bd (SHV) 0.2 $1.2M -43% 11k 110.11
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Coupang Cl A (CPNG) 0.2 $1.2M 55k 21.98
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $1.2M 16k 74.78
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Tesla Motors (TSLA) 0.2 $1.2M 2.9k 403.84
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.2M 3.7k 322.16
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.2M 4.8k 243.17
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Diamondback Energy (FANG) 0.2 $1.2M 7.1k 163.84
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Wisdomtree Tr Us High Dividend (DHS) 0.2 $1.1M 12k 93.40
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Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.2 $1.1M 21k 50.71
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.0M +199% 45k 22.70
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $979k 18k 55.66
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Oracle Corporation (ORCL) 0.1 $959k 5.8k 166.64
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $945k -17% 9.5k 99.54
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JPMorgan Chase & Co. (JPM) 0.1 $922k +6% 3.8k 239.74
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Nextera Energy (NEE) 0.1 $920k 13k 71.69
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $906k -37% 8.6k 105.48
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Starbucks Corporation (SBUX) 0.1 $889k +47% 9.7k 91.25
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First Solar (FSLR) 0.1 $885k 5.0k 176.24
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D.R. Horton (DHI) 0.1 $851k 6.1k 139.82
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $849k +5% 16k 52.02
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Spok Holdings (SPOK) 0.1 $803k +7% 50k 16.05
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Valkyrie Bitcoin (BRRR) 0.1 $800k 30k 26.45
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Johnson & Johnson (JNJ) 0.1 $783k -7% 5.4k 144.62
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $781k +4% 17k 45.62
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $765k +2% 16k 48.16
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McDonald's Corporation (MCD) 0.1 $756k +2% 2.6k 289.89
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Rocket Cos Com Cl A (RKT) 0.1 $702k 62k 11.26
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Ishares Tr Ishares Biotech (IBB) 0.1 $701k -15% 5.3k 132.21
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Philip Morris International (PM) 0.1 $676k +3% 5.6k 121.67
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Charles Schwab Corporation (SCHW) 0.1 $656k 8.9k 74.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $649k 1.6k 401.58
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Pulte (PHM) 0.1 $632k +2% 5.8k 109.12
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Target Corporation (TGT) 0.1 $623k 4.6k 135.18
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Union Pacific Corporation (UNP) 0.1 $604k +2% 2.6k 228.04
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Qualcomm (QCOM) 0.1 $603k -8% 3.9k 153.62
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Exxon Mobil Corporation (XOM) 0.1 $596k +8% 5.5k 107.57
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Lockheed Martin Corporation (LMT) 0.1 $587k +3% 1.2k 485.94
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Illinois Tool Works (ITW) 0.1 $585k 2.3k 255.06
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $578k 7.6k 75.69
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $571k 1.3k 434.93
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Qxo Com New (QXO) 0.1 $571k NEW 36k 15.90
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Tcg Bdc (CGBD) 0.1 $570k 31k 18.38
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United Sts Oil Units (USO) 0.1 $567k 7.5k 75.55
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Ishares Gold Tr Ishares New (IAU) 0.1 $552k -7% 11k 49.51
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United Rentals (URI) 0.1 $547k 776.00 704.44
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $536k +20% 1.8k 289.78
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Goldman Sachs (GS) 0.1 $525k +9% 916.00 572.62
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Automatic Data Processing (ADP) 0.1 $524k 1.8k 294.27
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MGM Resorts International. (MGM) 0.1 $510k 15k 34.65
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $509k -13% 8.7k 58.18
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Bank of America Corporation (BAC) 0.1 $493k +5% 11k 43.95
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $487k -15% 3.0k 164.17
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Thermo Fisher Scientific (TMO) 0.1 $456k +5% 875.00 520.61
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Chevron Corporation (CVX) 0.1 $449k -8% 3.1k 144.84
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Ishares Tr Global Energ Etf (IXC) 0.1 $442k -2% 12k 38.18
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $440k -85% 5.6k 78.01
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Amgen (AMGN) 0.1 $438k +6% 1.7k 260.64
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Soundhound Ai Class A Com (SOUN) 0.1 $437k +120% 22k 19.84
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $429k -85% 7.2k 59.77
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $428k 10k 42.75
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $425k 6.8k 62.31
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $424k NEW 7.4k 57.41
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Southern Company (SO) 0.1 $419k +47% 5.1k 82.32
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Chipotle Mexican Grill (CMG) 0.1 $414k 6.9k 60.30
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Dow (DOW) 0.1 $413k 10k 40.13
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Constellation Brands Cl A (STZ) 0.1 $412k 1.9k 221.00
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PNC Financial Services (PNC) 0.1 $401k +3% 2.1k 192.85
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Ishares Tr Core Div Grwth (DGRO) 0.1 $400k -11% 6.5k 61.34
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $391k 3.1k 127.59
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Nike CL B (NKE) 0.1 $377k -10% 5.0k 76.07
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Cisco Systems (CSCO) 0.1 $366k +14% 6.2k 59.20
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $364k NEW 7.1k 51.14
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Dover Corporation (DOV) 0.1 $362k +5% 1.9k 187.60
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Coca-Cola Company (KO) 0.1 $362k +4% 5.8k 62.26
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Northrop Grumman Corporation (NOC) 0.1 $360k 767.00 469.29
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Carlyle Group (CG) 0.1 $356k 7.1k 50.49
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Ishares Tr Glb Infrastr Etf (IGF) 0.1 $356k -10% 6.8k 52.27
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $349k 1.6k 215.49
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Applied Materials (AMAT) 0.0 $344k +9% 2.1k 162.63
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American Express Company (AXP) 0.0 $336k -27% 1.1k 296.79
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $335k NEW 3.8k 87.89
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Cummins (CMI) 0.0 $335k 960.00 348.60
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Cleanspark Com New (CLSK) 0.0 $332k -21% 36k 9.21
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Bitfarms (BITF) 0.0 $331k 222k 1.49
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Vanguard World Materials Etf (VAW) 0.0 $329k 1.8k 187.84
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $326k NEW 1.4k 240.37
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $324k 1.2k 280.06
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $318k 3.8k 84.14
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Spdr Ser Tr S&p Ins Etf (KIE) 0.0 $315k 5.6k 56.52
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Wells Fargo & Company (WFC) 0.0 $314k +24% 4.5k 70.24
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $312k -16% 730.00 426.72
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Flagstar Financial Com New (FLG) 0.0 $311k 33k 9.33
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American Water Works (AWK) 0.0 $311k 2.5k 124.49
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Regal-beloit Corporation (RRX) 0.0 $311k 2.0k 155.48
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $308k NEW 4.6k 67.21
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Ishares Tr Us Hlthcare Etf (IYH) 0.0 $306k 5.2k 58.27
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Vici Pptys (VICI) 0.0 $297k 10k 29.64
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Genuine Parts Company (GPC) 0.0 $297k -80% 2.5k 117.78
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Credit Acceptance (CACC) 0.0 $296k 631.00 469.46
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $293k 1.5k 195.79
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Caterpillar (CAT) 0.0 $288k +16% 793.00 362.76
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Intuit (INTU) 0.0 $286k 455.00 628.50
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Medtronic SHS (MDT) 0.0 $279k +7% 3.5k 80.55
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Aaon Com Par $0.004 (AAON) 0.0 $277k 2.4k 117.68
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $277k NEW 6.2k 44.92
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Walt Disney Company (DIS) 0.0 $276k +9% 2.5k 111.84
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $269k 4.7k 57.45
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Advanced Micro Devices (AMD) 0.0 $261k +8% 2.2k 120.79
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Comfort Systems USA (FIX) 0.0 $256k NEW 604.00 424.06
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Stride (LRN) 0.0 $256k NEW 2.5k 103.93
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Q2 Holdings (QTWO) 0.0 $256k NEW 2.5k 100.65
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International Business Machines (IBM) 0.0 $254k +13% 1.2k 219.83
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $253k NEW 7.4k 34.13
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Palomar Hldgs (PLMR) 0.0 $253k NEW 2.4k 105.59
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $248k +4% 1.9k 128.62
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salesforce (CRM) 0.0 $247k NEW 739.00 334.68
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $247k NEW 2.6k 96.90
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $245k 6.0k 40.67
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Duolingo Cl A Com (DUOL) 0.0 $243k NEW 750.00 324.23
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Ishares Tr Intl Div Grwth (IGRO) 0.0 $243k NEW 3.6k 67.96
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $242k NEW 11k 22.48
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Tidal Tr Ii Yieldmax Aapl (APLY) 0.0 $241k 13k 18.04
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Ishares Tr Conv Bd Etf (ICVT) 0.0 $240k NEW 2.8k 84.97
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $239k +100% 11k 22.70
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Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $238k NEW 2.6k 92.66
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $237k +2% 1.3k 185.13
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Adobe Systems Incorporated (ADBE) 0.0 $237k +12% 533.00 444.68
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Sterling Construction Company (STRL) 0.0 $236k NEW 1.4k 168.45
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Sprouts Fmrs Mkt (SFM) 0.0 $235k NEW 1.8k 127.07
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Tidal Tr Ii Yieldmax Jpm Opt (JPMO) 0.0 $234k 13k 18.11
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Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.0 $233k 10k 23.13
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $232k 1.2k 198.10
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Tidal Tr Ii Yieldmax Nvda (NVDY) 0.0 $232k 9.9k 23.35
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Capital One Financial (COF) 0.0 $231k NEW 1.3k 178.32
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Blackrock (BLK) 0.0 $231k NEW 225.00 1025.11
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Gilead Sciences (GILD) 0.0 $230k NEW 2.5k 92.37
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ExlService Holdings (EXLS) 0.0 $229k NEW 5.2k 44.38
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Texas Roadhouse (TXRH) 0.0 $229k NEW 1.3k 180.43
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Huron Consulting (HURN) 0.0 $221k NEW 1.8k 124.26
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Digital Realty Trust (DLR) 0.0 $221k NEW 1.2k 178.50
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At&t (T) 0.0 $218k NEW 9.6k 22.77
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Tidal Tr Ii Yieldmax Msft Op (MSFO) 0.0 $217k 12k 18.18
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Select Sector Spdr Tr Energy (XLE) 0.0 $215k -28% 2.5k 85.66
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Emcor (EME) 0.0 $214k NEW 472.00 453.90
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Grid Dynamics Hldgs Cl A (GDYN) 0.0 $213k NEW 9.6k 22.24
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Vital Farms (VITL) 0.0 $212k NEW 5.6k 37.69
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Morgan Stanley Com New (MS) 0.0 $208k NEW 1.7k 125.72
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Tidal Tr Ii Yieldmax Xom Opt (XOMO) 0.0 $208k 14k 14.63
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Hims & Hers Health Com Cl A (HIMS) 0.0 $207k NEW 8.6k 24.18
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $206k NEW 4.9k 41.82
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Remitly Global (RELY) 0.0 $205k NEW 9.1k 22.57
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Kinsale Cap Group (KNSL) 0.0 $203k NEW 436.00 465.13
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Opendoor Technologies (OPEN) 0.0 $174k 109k 1.60
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Tidal Tr Ii Yieldmax Dis Opt (DISO) 0.0 $170k 10k 16.79
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Semrush Hldgs Cl A Com (SEMR) 0.0 $161k NEW 14k 11.88
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Tidal Tr Ii Yieldmax Googl (GOOY) 0.0 $153k 10k 14.82
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Kohl's Corporation (KSS) 0.0 $140k NEW 10k 14.04
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Applied Digital Corp Com New (APLD) 0.0 $130k NEW 17k 7.64
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Terawulf (WULF) 0.0 $129k 23k 5.66
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Ford Motor Company (F) 0.0 $110k -42% 11k 9.90
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Past Filings by Keebeck Wealth Management

SEC 13F filings are viewable for Keebeck Wealth Management going back to 2019

View all past filings