Keebeck Wealth Management
Latest statistics and disclosures from Keebeck Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VGT, AAPL, QUAL, MSFT, and represent 20.62% of Keebeck Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: USFR (+$7.7M), PTON, MTUM, VMC, GBIL, KBDC, J, AJG, EFG, SCHB.
- Started 44 new stock positions in AGG, SEMR, TXRH, ICVT, APLD, EME, SPDW, CRDO, EXLS, EEM.
- Reduced shares in these 10 stocks: IJR, IJT, SCTXX, VCSH, FTSM, IVV, HSY, COIN, GPC, SHV.
- Sold out of its positions in AMTM, ADM, ARDX, BP, BlackRock, CARR, HSY, IWC, AOA, IEFA. HEZU, IGEB, GORV, LAZR, MOS, NVO, PFE, SCTXX, SOFI, TTEK, ALTM.
- Keebeck Wealth Management was a net buyer of stock by $4.3M.
- Keebeck Wealth Management has $694M in assets under management (AUM), dropping by 0.45%.
- Central Index Key (CIK): 0001803675
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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 |
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $312k | -16% | 730.00 | 426.72 |
|
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 |
|
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 |
|
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 |
|
Intuit (INTU) | 0.0 | $286k | 455.00 | 628.50 |
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Medtronic SHS (MDT) | 0.0 | $279k | +7% | 3.5k | 80.55 |
|
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 |
|
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 |
|
Stride (LRN) | 0.0 | $256k | NEW | 2.5k | 103.93 |
|
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 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $253k | NEW | 7.4k | 34.13 |
|
Palomar Hldgs (PLMR) | 0.0 | $253k | NEW | 2.4k | 105.59 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $248k | +4% | 1.9k | 128.62 |
|
salesforce (CRM) | 0.0 | $247k | NEW | 739.00 | 334.68 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $247k | NEW | 2.6k | 96.90 |
|
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 |
|
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.0 | $242k | NEW | 11k | 22.48 |
|
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 |
|
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 |
|
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 |
|
Sterling Construction Company (STRL) | 0.0 | $236k | NEW | 1.4k | 168.45 |
|
Sprouts Fmrs Mkt (SFM) | 0.0 | $235k | NEW | 1.8k | 127.07 |
|
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 |
|
|
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 |
|
Blackrock (BLK) | 0.0 | $231k | NEW | 225.00 | 1025.11 |
|
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 |
|
Huron Consulting (HURN) | 0.0 | $221k | NEW | 1.8k | 124.26 |
|
Digital Realty Trust (DLR) | 0.0 | $221k | NEW | 1.2k | 178.50 |
|
At&t (T) | 0.0 | $218k | NEW | 9.6k | 22.77 |
|
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 |
|
Emcor (EME) | 0.0 | $214k | NEW | 472.00 | 453.90 |
|
Grid Dynamics Hldgs Cl A (GDYN) | 0.0 | $213k | NEW | 9.6k | 22.24 |
|
Vital Farms (VITL) | 0.0 | $212k | NEW | 5.6k | 37.69 |
|
Morgan Stanley Com New (MS) | 0.0 | $208k | NEW | 1.7k | 125.72 |
|
Tidal Tr Ii Yieldmax Xom Opt (XOMO) | 0.0 | $208k | 14k | 14.63 |
|
|
Hims & Hers Health Com Cl A (HIMS) | 0.0 | $207k | NEW | 8.6k | 24.18 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $206k | NEW | 4.9k | 41.82 |
|
Remitly Global (RELY) | 0.0 | $205k | NEW | 9.1k | 22.57 |
|
Kinsale Cap Group (KNSL) | 0.0 | $203k | NEW | 436.00 | 465.13 |
|
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 |
|
|
Semrush Hldgs Cl A Com (SEMR) | 0.0 | $161k | NEW | 14k | 11.88 |
|
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 |
|
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
- Keebeck Wealth Management 2024 Q4 filed Feb. 14, 2025
- Keebeck Wealth Management 2024 Q3 filed Nov. 14, 2024
- Keebeck Wealth Management 2024 Q2 filed Aug. 14, 2024
- Keebeck Wealth Management 2024 Q1 filed May 14, 2024
- Keebeck Wealth Management 2023 Q4 filed Feb. 14, 2024
- Keebeck Wealth Management 2023 Q3 filed Nov. 14, 2023
- Keebeck Wealth Management 2023 Q2 filed Aug. 14, 2023
- Keebeck Wealth Management 2023 Q1 filed May 15, 2023
- Keebeck Wealth Management 2022 Q4 filed Feb. 14, 2023
- Keebeck Wealth Management 2022 Q3 filed Nov. 14, 2022
- Keebeck Wealth Management 2022 Q2 filed Aug. 15, 2022
- Keebeck Wealth Management 2022 Q1 filed May 16, 2022
- Keebeck Wealth Management 2021 Q4 filed Feb. 14, 2022
- Keebeck Wealth Management 2021 Q3 filed Nov. 16, 2021
- Keebeck Wealth Management 2021 Q2 filed Aug. 16, 2021
- Keebeck Wealth Management 2021 Q1 filed May 13, 2021