Keebeck Wealth Management, LLC Purchases in Q1 2025

Keebeck Wealth Management, LLC

  • $655 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
39.4K
+ 29.5%
$99.85 - $100.19 $3.93M - $3.94M
173K $17.3M
IVE
Ishares S&P 500 Value ETF

ETFs
17.6K
+ 59.41%
$185.78 - $198.58 $3.28M - $3.5M
47.3K $9.02M
WEC
Wec Energy Group, Inc.

Utilities
27.6K
New
$92.12 - $108.98 $2.55M - $3.01M
27.6K $3.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
19.3K
+ 17.76%
$168.16 - $186.21 $3.25M - $3.6M
128K $21.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
23.9K
+ 251.48%
$97.25 - $104.79 $2.32M - $2.5M
33.4K $3.46M
ABT
Abbott Laboratories

Healthcare
16.3K
+ 96.65%
$111.1 - $140.22 $1.81M - $2.29M
33.2K $4.4M
CTSH
Cognizant Technology Solutions Corp

Technology
32.4K
New
$75.32 - $90.7 $2.44M - $2.94M
32.4K $2.48M
NDAQ
Nasdaq, Inc.

Financial Services
31.6K
New
$72.17 - $83.76 $2.28M - $2.65M
31.6K $2.4M
APH
Amphenol Corp

Technology
35.9K
New
$61.62 - $78.55 $2.21M - $2.82M
35.9K $2.36M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
44.2K
+ 47.17%
$44.72 - $46.25 $1.98M - $2.04M
138K $6.35M
OEF
Ishares S&P 100 ETF

ETFs
7.75K
+ 16.56%
N/A
54.6K $14.5M
EFV
Msci Eafe Value ETF

ETFs
4.3K
+ 1.66%
$51.88 - $60.73 $223K - $261K
264K $15.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
49.3K
New
$34.83 - $37.52 $1.72M - $1.85M
49.3K $1.79M
IAU
Ishares Gold Trust

ETFs
27K
+ 242.36%
$49.74 - $58.96 $1.34M - $1.59M
38.2K $2.25M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
37.2K
+ 22.03%
$48.06 - $53.73 $1.79M - $2M
206K $10.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
21.8K
+ 16.85%
$92.45 - $106.69 $2.02M - $2.33M
151K $14M
ABBV
Abb Vie Inc.

Healthcare
148
+ 0.59%
$169.2 - $216.66 $25K - $32.1K
25.2K $5.27M
ICE
Intercontinental Exchange, Inc.

Financial Services
147
+ 0.47%
$142.8 - $176.36 $21K - $25.9K
31.2K $5.39M
URA
Global X Uranium ETF

ETFs
29.2K
New
$22.92 - $30.98 $669K - $905K
29.2K $669K
GLD
Spdr Gold Trust

ETFs
1.11K
+ 17.05%
$243.19 - $288.14 $269K - $319K
7.6K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
244
+ 5.33%
$442.66 - $534.52 $108K - $130K
4.83K $2.57M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
11.1K
+ 65.02%
$44.81 - $46.22 $499K - $514K
28.2K $1.27M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.67K
+ 24.03%
$196.12 - $229.48 $523K - $612K
13.8K $2.78M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.7K
+ 5.44%
$49.25 - $50.66 $527K - $542K
207K $10.3M
LLY
Eli Lilly & CO

Healthcare
4
+ 0.05%
$725.72 - $929.72 $2.9K - $3.72K
7.73K $6.38M
MBB
Ishares Tr

ETFs
2.8K
+ 20.07%
$90.37 - $94.08 $253K - $264K
16.8K $1.57M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6.13K
New
$46.18 - $47.84 $283K - $293K
6.13K $291K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.9K
New
$57.44 - $59.4 $281K - $291K
4.9K $291K
TMUS
T Mobile Us, Inc.

Communication Services
1.09K
New
$211.3 - $272.83 $231K - $298K
1.09K $290K
PM
Philip Morris International Inc.

Consumer Defensive
314
+ 5.65%
$117.15 - $158.79 $36.8K - $49.9K
5.87K $931K
DE
Deere & CO

Industrials
119
+ 2.81%
$408.57 - $509.27 $48.6K - $60.6K
4.36K $2.05M
EMB
Ishares Tr

ETFs
2.73K
New
$88.64 - $92.03 $242K - $251K
2.73K $247K
PEP
Pepsico Inc

Consumer Defensive
1.57K
New
$142.64 - $156.42 $225K - $246K
1.57K $236K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
9.3K
New
$19.53 - $25.74 $182K - $239K
9.3K $225K
ENSG
Ensign Group, Inc

Healthcare
1.73K
New
$125.4 - $148.86 $217K - $257K
1.73K $223K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.27K
New
$78.23 - $110.01 $177K - $250K
2.27K $221K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.5K
New
$22.25 - $23.0 $211K - $219K
9.5K $218K
MMSI
Merit Medical Systems Inc

Healthcare
1.97K
New
$95.64 - $110.29 $188K - $217K
1.97K $208K
PG
Procter & Gamble CO

Consumer Defensive
995
+ 7.95%
$158.56 - $176.26 $158K - $175K
13.5K $2.3M
EWC
Ishares Msci Canada ETF

ETFs
5K
New
$39.3 - $42.52 $197K - $213K
5K $203K
JNJ
Johnson & Johnson

Healthcare
496
+ 9.16%
$142.06 - $167.7 $70.5K - $83.2K
5.91K $980K
FRSH
Freshworks Inc.

Technology
13.1K
New
$14.11 - $19.75 $185K - $259K
13.1K $185K
JAMF
Jamf Holding Corp.

Technology
14.1K
New
$12.15 - $15.96 $171K - $225K
14.1K $171K
XOM
Exxon Mobil Corp

Energy
764
+ 13.78%
$105.44 - $118.93 $80.6K - $90.9K
6.31K $750K
VGSH
Vanguard

ETFs
2.52K
+ 28.81%
$58.07 - $58.69 $146K - $148K
11.3K $660K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.66K
+ 10.47%
$48.65 - $53.06 $80.9K - $88.2K
17.6K $911K
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 2.77%
$890.62 - $1076.86 $62.3K - $75.4K
2.6K $2.45M
IWB
Ishares Tr Russell 1000 ETF

ETFs
632
+ 17.18%
$302.31 - $337.54 $191K - $213K
4.31K $1.32M
SUB
Ishares Short Term National Mu

ETFs
1.23K
+ 14.32%
$105.3 - $106.24 $130K - $131K
9.82K $1.04M
Activity Summary
Buys All Purchases 121 New Holdings 22 Increased Positions 99 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 2
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