Keebeck Wealth Management

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Keebeck Wealth Management

Keebeck Wealth Management holds 426 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.9 $53M 81k 653.21
 View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 2.9 $26M -3% 288k 89.59
 View chart
Vanguard World Inf Tech Etf (VGT) 2.9 $26M -5% 37k 697.73
 View chart
NVIDIA Corporation (NVDA) 2.4 $21M +15% 123k 174.41
 View chart
Apple (AAPL) 2.4 $21M +9% 84k 253.79
 View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 2.3 $20M +170% 489k 41.32
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.0 $17M 91k 191.81
 View chart
Microsoft Corporation (MSFT) 2.0 $17M +5% 47k 370.17
 View chart
Ishares Tr Eafe Value Etf (EFV) 1.9 $17M -2% 233k 74.35
 View chart
Ishares Tr National Mun Etf (MUB) 1.6 $15M +84% 137k 106.15
 View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.6 $14M -18% 143k 100.19
 View chart
Ishares Tr S&p 100 Etf (OEF) 1.5 $14M -32% 43k 318.07
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $13M 113k 113.11
 View chart
Ishares Core Msci Emkt (IEMG) 1.3 $12M -4% 169k 69.75
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 1.2 $11M +29% 212k 50.34
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $11M -7% 50k 211.15
 View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE) 1.2 $10M 242k 43.13
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $10M 73k 141.42
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $10M +50% 91k 111.37
 View chart
Broadcom (AVGO) 1.1 $9.7M +4% 31k 309.51
 View chart
Amazon (AMZN) 1.1 $9.7M +24% 46k 208.27
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $9.5M -6% 190k 49.89
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.0 $8.8M -15% 151k 58.18
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.0 $8.6M +8% 69k 125.13
 View chart
Spdr Series Trust State Street Spd (TFI) 0.9 $7.7M +124% 169k 45.34
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 0.8 $7.1M -2% 49k 146.61
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.8 $7.1M -7% 39k 181.42
 View chart
Kla Corp Com New (KLAC) 0.8 $7.1M -27% 4.8k 1472.41
 View chart
Ishares Tr Core Univrsl Usd (IUSB) 0.8 $7.0M +257% 152k 46.19
 View chart
Ishares Tr Mbs Etf (MBB) 0.8 $7.0M +340% 73k 94.95
 View chart
Raytheon Technologies Corp (RTX) 0.7 $6.6M -3% 34k 192.90
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.7 $6.2M +25% 21k 287.56
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $6.1M +168% 181k 33.86
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.7 $6.1M 315k 19.30
 View chart
Eli Lilly & Co. (LLY) 0.7 $6.0M +3% 6.6k 919.77
 View chart
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.6 $5.8M 145k 39.68
 View chart
Amphenol Corp Cl A (APH) 0.6 $5.5M -15% 43k 126.60
 View chart
Select Sector Spdr Tr State Street Con (XLY) 0.6 $5.3M -15% 48k 108.98
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.6 $5.1M +59% 18k 286.86
 View chart
Meta Platforms Cl A (META) 0.6 $5.0M +24% 8.7k 572.19
 View chart
Blackrock Capital Allocation Trust (BCAT) 0.6 $5.0M -2% 352k 14.13
 View chart
Lowe's Companies (LOW) 0.6 $5.0M -14% 21k 236.28
 View chart
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $5.0M +17% 151k 32.95
 View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.6 $4.9M +152% 107k 45.80
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $4.8M +14% 20k 239.99
 View chart
Ishares Tr Select Divid Etf (DVY) 0.5 $4.7M -14% 31k 151.41
 View chart
Ishares Gold Tr Ishares New (IAU) 0.5 $4.6M +20% 52k 88.16
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $4.5M +4% 7.0k 652.14
 View chart
Abbvie (ABBV) 0.5 $4.5M -13% 21k 217.50
 View chart
Eaton Corp SHS (ETN) 0.5 $4.3M -18% 12k 357.67
 View chart
Waste Management (WM) 0.5 $4.3M 19k 229.79
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $4.3M -8% 7.1k 597.58
 View chart
Visa Com Cl A (V) 0.5 $4.2M +2% 14k 302.24
 View chart
Vanguard World Industrial Etf (VIS) 0.5 $4.1M -25% 13k 312.22
 View chart
Analog Devices (ADI) 0.5 $4.1M -9% 13k 318.14
 View chart
Texas Instruments Incorporated (TXN) 0.5 $4.1M -24% 21k 194.14
 View chart
Blackrock Etf Trust Ishares Us Thema (THRO) 0.4 $3.9M +2% 108k 36.22
 View chart
Tesla Motors (TSLA) 0.4 $3.8M +63% 10k 371.75
 View chart
Merck & Co (MRK) 0.4 $3.8M +17% 31k 121.12
 View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.4 $3.8M -6% 87k 43.20
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.4 $3.7M +12% 8.7k 430.29
 View chart
Emerson Electric (EMR) 0.4 $3.7M -18% 28k 131.02
 View chart
Ishares Tr Long Term Muni (LMUB) 0.4 $3.6M NEW 73k 49.93
 View chart
Intercontinental Exchange (ICE) 0.4 $3.6M -18% 23k 157.28
 View chart
Wal-Mart Stores (WMT) 0.4 $3.5M +5% 28k 124.54
 View chart
Mastercard Incorporated Cl A (MA) 0.4 $3.5M -9% 7.1k 499.66
 View chart
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $3.4M -7% 34k 100.72
 View chart
Wec Energy Group (WEC) 0.4 $3.3M -27% 29k 115.77
 View chart
Ishares Tr Europe Etf (IEV) 0.4 $3.3M -9% 49k 67.94
 View chart
Stryker Corporation (SYK) 0.4 $3.3M -11% 10k 329.47
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $3.2M +1306% 141k 22.91
 View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID) 0.4 $3.2M NEW 46k 69.89
 View chart
Ishares Emng Mkts Eqt (EMGF) 0.4 $3.2M +2% 53k 60.43
 View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS) 0.4 $3.2M +15% 55k 57.98
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.4 $3.2M -10% 7.3k 436.85
 View chart
Costco Wholesale Corporation (COST) 0.4 $3.1M +12% 3.1k 996.43
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $3.1M +13% 6.4k 479.20
 View chart
Natera (NTRA) 0.3 $3.0M 15k 199.99
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.0M -24% 5.1k 577.29
 View chart
Netflix (NFLX) 0.3 $3.0M +18% 31k 96.15
 View chart
State Street Corporation (STT) 0.3 $2.9M +29% 23k 126.56
 View chart
Williams Companies (WMB) 0.3 $2.9M +18% 39k 72.78
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $2.9M -15% 23k 124.31
 View chart
Wells Fargo & Company (WFC) 0.3 $2.8M -18% 35k 79.61
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $2.8M 30k 91.77
 View chart
Us Foods Hldg Corp call (USFD) 0.3 $2.7M -4% 30k 92.21
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $2.7M -4% 71k 38.42
 View chart
Nasdaq Omx (NDAQ) 0.3 $2.7M -25% 31k 84.89
 View chart
Blackrock Etf Trust Ishares Defense (IDEF) 0.3 $2.6M NEW 80k 32.72
 View chart
Freeport Mcmoran CL B (FCX) 0.3 $2.6M -7% 45k 58.78
 View chart
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.3 $2.6M NEW 64k 41.06
 View chart
Intuitive Surgical Com New (ISRG) 0.3 $2.6M -11% 5.6k 460.99
 View chart
Pepsi (PEP) 0.3 $2.6M +713% 17k 155.30
 View chart
Select Sector Spdr Tr State Street Ind (XLI) 0.3 $2.5M -28% 16k 161.73
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.5M -29% 10k 248.00
 View chart
JPMorgan Chase & Co. (JPM) 0.3 $2.5M +38% 8.4k 294.19
 View chart
Motorola Solutions Com New (MSI) 0.3 $2.4M NEW 5.6k 435.20
 View chart
Exxon Mobil Corporation (XOM) 0.3 $2.4M +100% 14k 169.67
 View chart
Vanguard World Consum Stp Etf (VDC) 0.3 $2.3M -9% 10k 224.59
 View chart
Jacobs Engineering Group (J) 0.3 $2.3M -45% 18k 127.28
 View chart
Vanguard Index Fds Value Etf (VTV) 0.3 $2.3M -23% 12k 196.20
 View chart
Ishares Msci Emrg Chn (EMXC) 0.3 $2.3M -4% 29k 78.66
 View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $2.2M +6% 117k 19.00
 View chart
Johnson & Johnson (JNJ) 0.2 $2.2M +30% 8.8k 244.44
 View chart
Moody's Corporation (MCO) 0.2 $2.1M -14% 4.9k 436.25
 View chart
Goldman Sachs Etf Tr Access Inflati (GTIP) 0.2 $2.1M +144% 43k 49.37
 View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.2 $2.1M 82k 25.11
 View chart
Procter & Gamble Company (PG) 0.2 $2.0M +5% 14k 144.45
 View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.2 $2.0M -18% 42k 47.98
 View chart
Vanguard World Health Car Etf (VHT) 0.2 $2.0M -19% 7.3k 272.33
 View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.2 $2.0M +2% 27k 74.55
 View chart
Republic Services (RSG) 0.2 $2.0M -13% 9.0k 219.03
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.9M -8% 21k 92.74
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.9M +2% 5.3k 356.56
 View chart
Starbucks Corporation (SBUX) 0.2 $1.8M +261% 20k 89.59
 View chart
Te Connectivity Ord Shs (TEL) 0.2 $1.8M -57% 8.7k 209.02
 View chart
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.2 $1.7M 80k 22.02
 View chart
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $1.7M 15k 113.60
 View chart
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $1.7M 14k 118.51
 View chart
First Tr Exchange-traded Cloud Computing (SKYY) 0.2 $1.6M -19% 15k 109.36
 View chart
Intuit (INTU) 0.2 $1.6M -18% 3.7k 432.38
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.2 $1.6M +258% 32k 50.04
 View chart
Wisdomtree Tr Us High Dividend (DHS) 0.2 $1.6M 15k 109.22
 View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.2 $1.6M 26k 59.74
 View chart
Caterpillar (CAT) 0.2 $1.6M +90% 2.2k 708.46
 View chart
Home Depot (HD) 0.2 $1.6M +14% 4.7k 328.90
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.5M +143% 29k 51.93
 View chart
Goldman Sachs (GS) 0.2 $1.4M +43% 1.7k 846.42
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.4M -9% 3.3k 426.40
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $1.4M +164% 4.2k 338.84
 View chart
Philip Morris International (PM) 0.2 $1.4M +15% 8.3k 166.81
 View chart
Stepstone Group Com Cl A (STEP) 0.2 $1.4M 29k 47.72
 View chart
Vanguard World Financials Etf (VFH) 0.2 $1.4M 12k 120.81
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $1.4M +118% 28k 49.95
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.4M -15% 15k 90.53
 View chart
Vulcan Materials Company (VMC) 0.2 $1.4M -29% 5.0k 272.30
 View chart
Nextera Energy (NEE) 0.2 $1.3M +9% 14k 92.88
 View chart
Iren Ordinary Shares (IREN) 0.1 $1.3M +4% 38k 34.28
 View chart
Lennox International (LII) 0.1 $1.3M NEW 2.7k 465.43
 View chart
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $1.2M 25k 49.37
 View chart
Spdr Series Trust State Street Spd (SPTL) 0.1 $1.2M +89% 47k 26.30
 View chart
Chevron Corporation (CVX) 0.1 $1.2M +231% 5.9k 206.90
 View chart
Ishares Tr Investment Grade (IGEB) 0.1 $1.2M 27k 45.06
 View chart
Global X Fds Global X Uranium (URA) 0.1 $1.2M 25k 48.43
 View chart
Oracle Corporation (ORCL) 0.1 $1.2M +14% 8.2k 147.11
 View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $1.2M 10k 120.04
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.2M -6% 47k 25.10
 View chart
Applied Materials (AMAT) 0.1 $1.2M +8% 3.4k 341.79
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.1M -25% 12k 99.27
 View chart
Deere & Company (DE) 0.1 $1.1M -50% 2.0k 564.92
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.1 $1.1M -29% 18k 61.35
 View chart
Diamondback Energy (FANG) 0.1 $1.1M -9% 5.5k 197.80
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $1.1M +4% 11k 95.44
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $1.1M 21k 50.63
 View chart
McDonald's Corporation (MCD) 0.1 $1.1M +7% 3.4k 310.79
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.0M +5% 20k 52.64
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.0M 3.6k 287.18
 View chart
Hamilton Lane Cl A (HLNE) 0.1 $1.0M 10k 99.94
 View chart
Charles Schwab Corporation (SCHW) 0.1 $986k +15% 11k 93.99
 View chart
Coupang Cl A (CPNG) 0.1 $975k -2% 52k 18.88
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $971k -33% 5.1k 191.94
 View chart
Archer Daniels Midland Company (ADM) 0.1 $959k 13k 72.69
 View chart
Bristol Myers Squibb (BMY) 0.1 $959k +25% 16k 60.65
 View chart
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $950k -8% 4.1k 234.03
 View chart
Micron Technology (MU) 0.1 $917k +45% 2.7k 337.99
 View chart
Select Sector Spdr Tr State Street Con (XLP) 0.1 $916k 11k 81.98
 View chart
Sterling Construction Company (STRL) 0.1 $903k -10% 2.2k 407.27
 View chart
First Solar (FSLR) 0.1 $890k -9% 4.5k 197.26
 View chart
Vaneck Etf Trust Oil Services Etf (OIH) 0.1 $889k -12% 2.2k 404.21
 View chart
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $884k -70% 8.0k 110.39
 View chart
D.R. Horton (DHI) 0.1 $881k +3% 6.4k 137.22
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $877k 14k 62.45
 View chart
Circle Internet Group Com Cl A (CRCL) 0.1 $859k +12% 9.0k 95.41
 View chart
Amgen (AMGN) 0.1 $855k +28% 2.4k 351.85
 View chart
Arthur J. Gallagher & Co. (AJG) 0.1 $853k -74% 3.9k 216.58
 View chart
Cisco Systems (CSCO) 0.1 $853k +26% 11k 77.60
 View chart
Cme (CME) 0.1 $852k +35% 2.9k 295.35
 View chart
Union Pacific Corporation (UNP) 0.1 $836k +14% 3.4k 242.62
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $834k +251% 8.1k 103.43
 View chart
Ishares Tr Systematic Bd Et (SYSB) 0.1 $818k NEW 9.2k 89.00
 View chart
Ensign (ENSG) 0.1 $767k -10% 3.8k 201.57
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $758k -28% 7.1k 106.50
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $748k +75% 5.1k 146.28
 View chart
Comfort Systems USA (FIX) 0.1 $746k 541.00 1378.99
 View chart
Cummins (CMI) 0.1 $738k +42% 1.4k 538.02
 View chart
Abbott Laboratories (ABT) 0.1 $730k -76% 7.1k 102.67
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $719k -29% 8.3k 86.69
 View chart
Southern Company (SO) 0.1 $714k +23% 7.4k 96.52
 View chart
Advanced Micro Devices (AMD) 0.1 $714k -6% 3.5k 203.43
 View chart
Lockheed Martin Corporation (LMT) 0.1 $699k 1.2k 604.39
 View chart
Medpace Hldgs (MEDP) 0.1 $689k +9% 1.4k 480.19
 View chart
UnitedHealth (UNH) 0.1 $688k -35% 2.5k 270.63
 View chart
S&p Global (SPGI) 0.1 $679k -40% 1.6k 425.34
 View chart
International Business Machines (IBM) 0.1 $661k +65% 2.7k 242.39
 View chart
Bank of America Corporation (BAC) 0.1 $655k -3% 13k 48.75
 View chart
Lam Research Corp Com New (LRCX) 0.1 $652k +137% 3.0k 213.88
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $642k -2% 2.4k 261.97
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.1 $640k -76% 2.9k 218.75
 View chart
Rambus (RMBS) 0.1 $640k -4% 7.4k 86.03
 View chart
Honeywell International 0.1 $635k +30% 2.8k 226.03
 View chart
Zoetis Cl A (ZTS) 0.1 $630k -16% 5.3k 118.22
 View chart
Palomar Hldgs (PLMR) 0.1 $627k +10% 5.3k 119.50
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $627k 1.2k 522.71
 View chart
Catalyst Pharmaceutical Partners (CPRX) 0.1 $623k +9% 25k 24.76
 View chart
Pulte (PHM) 0.1 $623k +8% 5.3k 117.87
 View chart
Coca-Cola Company (KO) 0.1 $618k +9% 8.1k 76.68
 View chart
Northrop Grumman Corporation (NOC) 0.1 $617k +17% 904.00 682.24
 View chart
PNC Financial Services (PNC) 0.1 $611k +25% 2.9k 208.09
 View chart
Nextpower Class A Com (NXT) 0.1 $610k 5.1k 120.55
 View chart
Cipher Mining (CIFR) 0.1 $605k 47k 12.87
 View chart
Ishares Tr Us Infrastruc (IFRA) 0.1 $589k -9% 10k 57.20
 View chart
Gilead Sciences (GILD) 0.1 $583k +27% 4.2k 139.37
 View chart
Qualcomm (QCOM) 0.1 $577k +6% 4.5k 128.79
 View chart
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $577k +9% 6.1k 93.87
 View chart
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $573k 13k 45.89
 View chart
L3harris Technologies (LHX) 0.1 $571k +18% 1.7k 345.15
 View chart
Ge Aerospace Com New (GE) 0.1 $567k +152% 2.0k 284.10
 View chart
Caretrust Reit (CTRE) 0.1 $563k +12% 15k 36.65
 View chart
United Rentals (URI) 0.1 $563k 773.00 728.56
 View chart
Automatic Data Processing (ADP) 0.1 $562k +69% 2.7k 204.85
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $560k 1.7k 320.96
 View chart
Bofi Holding (AX) 0.1 $554k +10% 6.5k 85.09
 View chart
Belden (BDC) 0.1 $552k +10% 4.8k 114.88
 View chart
Spok Holdings (SPOK) 0.1 $545k +25% 50k 10.90
 View chart
Citigroup Com New (C) 0.1 $542k +95% 4.8k 113.41
 View chart
Dover Corporation (DOV) 0.1 $535k +41% 2.6k 208.45
 View chart
Primoris Services (PRIM) 0.1 $531k +3% 3.7k 143.12
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $519k -9% 6.9k 75.11
 View chart
Huron Consulting (HURN) 0.1 $518k +8% 4.1k 127.49
 View chart
Transmedics Group (TMDX) 0.1 $514k +12% 5.2k 99.41
 View chart
American Express Company (AXP) 0.1 $510k +4% 1.7k 302.48
 View chart
Illinois Tool Works (ITW) 0.1 $509k -16% 1.9k 261.90
 View chart
Valero Energy Corporation (VLO) 0.1 $509k +23% 2.1k 247.08
 View chart
Nmi Hldgs Inc cl a (NMIH) 0.1 $509k +12% 14k 37.51
 View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.1 $498k NEW 9.6k 51.84
 View chart
UFP Technologies (UFPT) 0.1 $496k 2.6k 193.60
 View chart
Ishares Tr Conv Bd Etf (ICVT) 0.1 $488k +108% 4.8k 101.79
 View chart
Intel Corporation (INTC) 0.1 $483k +99% 11k 44.13
 View chart
Pinterest Cl A (PINS) 0.1 $477k -10% 26k 18.34
 View chart
Uipath Cl A (PATH) 0.1 $466k 42k 11.10
 View chart
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.1 $464k -15% 8.9k 51.97
 View chart
Strategy Cl A New (MSTR) 0.1 $457k -29% 3.7k 124.80
 View chart
Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $452k NEW 14k 33.22
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $451k 2.4k 189.59
 View chart
Healthequity (HQY) 0.1 $449k +13% 5.4k 83.57
 View chart
TJX Companies (TJX) 0.1 $447k +46% 2.8k 159.72
 View chart
Verizon Communications (VZ) 0.1 $445k NEW 8.9k 50.20
 View chart
Flagstar Bank National Assoc Com New (FLG) 0.0 $439k 33k 13.17
 View chart
Merit Medical Systems (MMSI) 0.0 $434k +17% 6.3k 68.93
 View chart
Innodata Com New (INOD) 0.0 $426k +5% 11k 38.62
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $419k 1.4k 302.25
 View chart
Novartis Sponsored Adr (NVS) 0.0 $415k NEW 2.7k 152.75
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $410k -3% 8.0k 50.95
 View chart
Imax Corp Cad (IMAX) 0.0 $403k NEW 11k 38.01
 View chart
Spdr Series Trust State Street Spd (SPYV) 0.0 $403k 7.1k 56.58
 View chart
Chubb (CB) 0.0 $401k NEW 1.2k 326.88
 View chart
Aar (AIR) 0.0 $400k NEW 3.7k 109.46
 View chart
Morgan Stanley Com New (MS) 0.0 $399k +17% 2.4k 164.57
 View chart
Topbuild 0.0 $398k -4% 1.1k 351.30
 View chart
At&t (T) 0.0 $397k +14% 14k 28.99
 View chart
ConocoPhillips (COP) 0.0 $397k NEW 3.0k 132.00
 View chart
Phillips 66 (PSX) 0.0 $396k NEW 2.2k 182.18
 View chart
Medtronic SHS (MDT) 0.0 $394k +12% 4.5k 87.36
 View chart
Aaon Com Par $0.004 (AAON) 0.0 $394k 4.8k 82.75
 View chart
Uber Technologies (UBER) 0.0 $393k +2% 5.5k 71.93
 View chart
Thermo Fisher Scientific (TMO) 0.0 $392k -11% 796.00 492.00
 View chart
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $387k NEW 8.1k 47.59
 View chart
Vanguard World Materials Etf (VAW) 0.0 $384k 1.7k 225.34
 View chart
Qxo Com New (QXO) 0.0 $384k 20k 19.42
 View chart
Ies Hldgs (IESC) 0.0 $384k +15% 806.00 476.47
 View chart
Pfizer (PFE) 0.0 $377k +49% 13k 28.08
 View chart
Regal-beloit Corporation (RRX) 0.0 $375k 2.0k 187.61
 View chart
Modine Manufacturing (MOD) 0.0 $373k -21% 1.7k 216.71
 View chart
Linde SHS (LIN) 0.0 $373k NEW 753.00 495.76
 View chart
Spdr Series Trust State Street Spd (SPYG) 0.0 $373k 3.8k 97.93
 View chart
Servicenow (NOW) 0.0 $372k -21% 3.6k 104.55
 View chart
Addus Homecare Corp (ADUS) 0.0 $370k +9% 3.9k 93.65
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $365k -14% 13k 28.71
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $364k +27% 1.7k 213.67
 View chart
Adtalem Global Ed (CVSA) 0.0 $364k +20% 3.2k 115.25
 View chart
Fabrinet SHS (FN) 0.0 $362k NEW 694.00 521.52
 View chart
Waystar Holding Corp (WAY) 0.0 $356k +13% 15k 24.11
 View chart
Welltower Inc Com reit (WELL) 0.0 $353k +50% 1.8k 197.71
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $351k -6% 8.3k 42.49
 View chart
Tidal Trust I Fundstrat Granny (GRNY) 0.0 $350k 15k 23.87
 View chart
Ross Stores (ROST) 0.0 $350k NEW 1.6k 216.75
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $350k 2.9k 118.60
 View chart
Emcor (EME) 0.0 $349k 473.00 738.31
 View chart
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $347k NEW 263.00 1320.83
 View chart
Advanced Energy Industries (AEIS) 0.0 $347k NEW 1.1k 322.71
 View chart
Ubs Group SHS (UBS) 0.0 $343k +40% 8.8k 39.07
 View chart
Life Time Group Holdings Common Stock (LTH) 0.0 $342k +19% 13k 26.94
 View chart
American Water Works (AWK) 0.0 $340k 2.5k 136.09
 View chart
Western Digital (WDC) 0.0 $339k NEW 1.3k 270.49
 View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $339k 730.00 464.18
 View chart
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $339k 7.4k 45.66
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $339k 2.3k 148.10
 View chart
Digital Realty Trust (DLR) 0.0 $337k +25% 1.9k 180.21
 View chart
Carlyle Group (CG) 0.0 $337k 7.0k 48.39
 View chart
Vertiv Holdings Com Cl A (VRT) 0.0 $336k -8% 1.3k 250.63
 View chart
Sprouts Fmrs Mkt (SFM) 0.0 $335k +58% 4.3k 77.13
 View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $335k -2% 15k 22.66
 View chart
MGM Resorts International. (MGM) 0.0 $332k -38% 9.0k 37.01
 View chart
Terawulf (WULF) 0.0 $329k 23k 14.43
 View chart
SLB Com Stk (SLB) 0.0 $328k NEW 6.3k 51.59
 View chart
Brink's Company (BCO) 0.0 $327k +20% 3.2k 103.63
 View chart
Q2 Holdings (QTWO) 0.0 $326k +13% 6.9k 47.30
 View chart
Vici Pptys (VICI) 0.0 $325k +4% 12k 27.32
 View chart
Blackline (BL) 0.0 $321k +13% 8.7k 37.00
 View chart
Adma Biologics (ADMA) 0.0 $320k +9% 36k 9.01
 View chart
United Sts Oil Units (USO) 0.0 $318k NEW 2.5k 127.25
 View chart
Travelers Companies (TRV) 0.0 $317k NEW 1.1k 291.68
 View chart
Privia Health Group (PRVA) 0.0 $317k +24% 15k 20.57
 View chart
Boeing Company (BA) 0.0 $315k NEW 1.6k 199.03
 View chart
Kinsale Cap Group (KNSL) 0.0 $314k +16% 918.00 341.66
 View chart
Shell Spon Ads (SHEL) 0.0 $310k NEW 3.3k 93.00
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $309k -19% 3.9k 79.27
 View chart
Royal Caribbean Cruises (RCL) 0.0 $308k NEW 1.1k 276.30
 View chart
HSBC HLDGS Spon Adr New (HSBC) 0.0 $308k NEW 3.7k 82.49
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $307k +89% 1.5k 198.29
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $305k +81% 1.3k 243.08
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $303k -17% 5.0k 59.99
 View chart
Spdr Series Trust State Street Spd (SPSM) 0.0 $298k 6.2k 48.32
 View chart
Poet Technologies Com New (POET) 0.0 $297k 50k 5.94
 View chart
Snap-on Incorporated (SNA) 0.0 $294k NEW 809.00 363.22
 View chart
Stride (LRN) 0.0 $294k NEW 3.3k 88.17
 View chart
Arista Networks Com Shs (ANET) 0.0 $293k NEW 2.4k 122.78
 View chart
Wabtec Corporation (WAB) 0.0 $292k NEW 1.2k 249.91
 View chart
Dell Technologies CL C (DELL) 0.0 $291k 1.8k 164.13
 View chart
Sanmina (SANM) 0.0 $291k NEW 2.2k 129.64
 View chart
Rocket Cos Com Cl A (RKT) 0.0 $290k -42% 20k 14.25
 View chart
ExlService Holdings (EXLS) 0.0 $288k +20% 9.5k 30.45
 View chart
Trane Technologies SHS (TT) 0.0 $288k NEW 690.00 416.74
 View chart
Limbach Hldgs (LMB) 0.0 $287k +15% 3.7k 78.05
 View chart
SPS Commerce (SPSC) 0.0 $287k +14% 5.2k 55.67
 View chart
Americold Rlty Tr (COLD) 0.0 $287k +18% 25k 11.46
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $286k -8% 12k 23.22
 View chart
Neos Etf Trust Mlp & Energy Inf (MLPI) 0.0 $283k NEW 5.0k 56.63
 View chart
Group 1 Automotive (GPI) 0.0 $281k +21% 850.00 330.63
 View chart
Genedx Holdings Corp Com Cl A (WGS) 0.0 $277k +13% 4.3k 64.22
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $275k 5.1k 54.06
 View chart
Dycom Industries (DY) 0.0 $271k NEW 800.00 338.82
 View chart
McKesson Corporation (MCK) 0.0 $269k +8% 310.00 866.18
 View chart
Altria (MO) 0.0 $268k NEW 4.1k 65.99
 View chart
Walt Disney Company (DIS) 0.0 $267k +6% 2.8k 96.38
 View chart
Capital One Financial (COF) 0.0 $267k -6% 1.5k 182.50
 View chart
Vanguard World Utilities Etf (VPU) 0.0 $264k 1.3k 198.14
 View chart
Ishares Msci Sth Kor Etf (EWY) 0.0 $263k NEW 2.1k 123.01
 View chart
Qualys (QLYS) 0.0 $263k +11% 3.0k 87.85
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $260k -33% 3.9k 67.53
 View chart
eBay (EBAY) 0.0 $260k +10% 2.9k 91.02
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $259k 4.6k 56.79
 View chart
Cheniere Energy Com New (LNG) 0.0 $258k NEW 910.00 283.76
 View chart
Bhp Billiton Sponsored Ads (BHP) 0.0 $255k NEW 3.5k 72.75
 View chart
Johnson Controls Internation SHS (JCI) 0.0 $254k NEW 1.9k 131.33
 View chart
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $254k -5% 3.8k 67.00
 View chart
Devon Energy Corporation (DVN) 0.0 $254k NEW 5.0k 50.32
 View chart
Kinder Morgan (KMI) 0.0 $253k NEW 7.5k 33.53
 View chart
Duke Energy Corp Com New (DUK) 0.0 $253k NEW 1.9k 130.94
 View chart
Boot Barn Hldgs (BOOT) 0.0 $251k NEW 1.7k 146.36
 View chart
Bullish Ord Shs (BLSH) 0.0 $250k NEW 7.0k 35.73
 View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $248k -55% 2.7k 92.34
 View chart
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $247k 6.1k 40.47
 View chart
AeroVironment (AVAV) 0.0 $246k NEW 1.3k 183.05
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $245k 1.0k 237.78
 View chart
Marvell Technology (MRVL) 0.0 $244k NEW 2.5k 99.06
 View chart
Elf Beauty (ELF) 0.0 $244k +9% 4.0k 60.61
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $243k 14k 17.75
 View chart
Consolidated Edison (ED) 0.0 $243k NEW 2.1k 113.18
 View chart
Relx Sponsored Adr (RELX) 0.0 $243k NEW 7.3k 33.15
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.0 $242k 2.5k 97.16
 View chart
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $241k -21% 3.9k 61.26
 View chart
Unilever Spon Adr New (UL) 0.0 $238k NEW 4.2k 57.37
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $238k 1.1k 215.06
 View chart
Astrazeneca Ord (AZN) 0.0 $237k NEW 1.2k 195.55
 View chart
Toyota Motor Corp Ads (TM) 0.0 $237k NEW 1.1k 206.09
 View chart
Newmont Mining Corporation (NEM) 0.0 $235k NEW 2.2k 108.25
 View chart
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $234k NEW 13k 18.52
 View chart
Prologis (PLD) 0.0 $233k NEW 1.8k 132.18
 View chart
Coinbase Global Com Cl A (COIN) 0.0 $232k -93% 1.3k 174.61
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.0 $232k 5.1k 45.47
 View chart
Spdr Series Trust State Street Spd (SHM) 0.0 $231k 4.8k 47.83
 View chart
Clearwater Analytics Hldgs I Cl A 0.0 $228k -64% 9.6k 23.65
 View chart
Deutsche Bk Namen Akt (DB) 0.0 $228k +34% 7.6k 29.78
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $227k 690.00 328.66
 View chart
Sap Se Spon Adr (SAP) 0.0 $226k NEW 1.3k 171.21
 View chart
Constellation Brands Cl A (STZ) 0.0 $224k -15% 1.5k 150.00
 View chart
Hartford Financial Services (HIG) 0.0 $222k NEW 1.6k 135.49
 View chart
British Amern Tob Sponsored Adr (BTI) 0.0 $222k NEW 3.8k 58.47
 View chart
General Motors Company (GM) 0.0 $222k NEW 3.0k 74.50
 View chart
CRH Ord (CRH) 0.0 $221k NEW 2.1k 105.29
 View chart
Blackrock (BLK) 0.0 $218k -29% 227.00 961.71
 View chart
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $218k 2.6k 85.02
 View chart
Rio Tinto Sponsored Adr (RIO) 0.0 $215k NEW 2.3k 93.29
 View chart
Iron Mountain (IRM) 0.0 $215k NEW 2.1k 102.98
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $213k NEW 6.9k 30.68
 View chart
Simon Property (SPG) 0.0 $211k -26% 1.1k 186.53
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $210k 1.5k 142.43
 View chart
Palo Alto Networks (PANW) 0.0 $210k -34% 1.3k 160.32
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $207k NEW 1.7k 125.46
 View chart
American Electric Power Company (AEP) 0.0 $207k NEW 1.6k 131.08
 View chart
Diageo Spon Adr New (DEO) 0.0 $205k NEW 2.8k 74.45
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $204k -56% 1.2k 168.85
 View chart
Yum! Brands (YUM) 0.0 $204k NEW 1.3k 155.48
 View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $203k NEW 329.00 618.28
 View chart
Carrier Global Corporation (CARR) 0.0 $203k NEW 3.6k 56.31
 View chart
Arm Holdings Sponsored Ads (ARM) 0.0 $202k NEW 1.3k 151.28
 View chart
Kodiak Gas Svcs (KGS) 0.0 $201k NEW 3.4k 58.32
 View chart
Goldman Sachs Etf Tr Ultra Short Muni (GUMI) 0.0 $200k NEW 4.0k 50.42
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $200k NEW 3.8k 52.78
 View chart
Banco Santander Sa Adr (SAN) 0.0 $200k NEW 18k 11.28
 View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $196k NEW 12k 16.97
 View chart
Remitly Global (RELY) 0.0 $189k 12k 15.67
 View chart
Pearson Sponsored Adr (PSO) 0.0 $185k NEW 14k 13.13
 View chart
Haleon Spon Ads (HLN) 0.0 $154k NEW 15k 10.01
 View chart
Vital Farms (VITL) 0.0 $151k +16% 11k 14.12
 View chart
Borr Drilling SHS (BORR) 0.0 $144k 25k 5.77
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $138k NEW 27k 5.03
 View chart
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $124k NEW 16k 7.94
 View chart
Twin Vee Powercats Com New (VEEE) 0.0 $103k NEW 400k 0.26
 View chart
Nomura Hldgs Sponsored Adr (NMR) 0.0 $102k NEW 13k 7.89
 View chart
Relmada Therapeutics (RLMD) 0.0 $91k NEW 13k 6.96
 View chart
Aegon Amer Reg 1 Cert (AEG) 0.0 $84k NEW 12k 7.26
 View chart
Bitfarms 0.0 $59k 30k 1.95
 View chart
Snap Cl A (SNAP) 0.0 $46k 10k 4.60
 View chart
Lithium Amers Corp Com Shs (LAC) 0.0 $40k 10k 3.95
 View chart

Past Filings by Keebeck Wealth Management

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

View all past filings