Keebeck Wealth Management, LLC Purchases in Q2 2025

Keebeck Wealth Management, LLC

  • $725 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
108K
New
$68.32 - $85.57 $7.38M - $9.24M
108K $9.24M
MSFT
Microsoft Corp

Technology
1.17K
+ 2.78%
$354.56 - $497.45 $414K - $582K
43.2K $21.5M
NVDA
Nvidia Corp

Technology
4.83K
+ 5.18%
$94.31 - $157.99 $456K - $764K
98.1K $15.5M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
120K
New
$40.39 - $41.46 $4.84M - $4.97M
120K $4.95M
EFV
Msci Eafe Value ETF

ETFs
42K
+ 15.94%
$52.4 - $64.65 $2.2M - $2.72M
306K $19.4M
APH
Amphenol Corp

Technology
24.3K
+ 67.74%
$59.09 - $98.75 $1.44M - $2.4M
60.3K $5.95M
AVGO
Broadcom Inc.

Technology
32
+ 0.1%
$146.29 - $275.65 $4.68K - $8.82K
32.5K $8.96M
COIN
Coinbase Global, Inc.

Technology
1
+ 0.01%
$151.47 - $375.07 $151 - $375
19.1K $6.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
104K
New
N/A
104K $3.27M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
24.2K
New
$97.68 - $121.38 $2.36M - $2.93M
24.2K $2.93M
ETN
Eaton Corp PLC

Industrials
7.18K
New
$246.52 - $356.99 $1.77M - $2.56M
7.18K $2.56M
GBIL
Goldman Sachs Access Treasury

ETFs
25K
+ 14.49%
$99.83 - $100.19 $2.5M - $2.51M
198K $19.8M
WEC
Wec Energy Group, Inc.

Utilities
14.9K
+ 53.81%
$102.24 - $109.76 $1.52M - $1.63M
42.5K $4.43M
NDAQ
Nasdaq, Inc.

Financial Services
10.9K
+ 34.35%
$66.4 - $89.42 $721K - $971K
42.5K $3.8M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
27.2K
+ 96.24%
$43.63 - $45.4 $1.19M - $1.23M
55.4K $2.48M
NFLX
Netflix Inc

Communication Services
93
+ 3.62%
$855.86 - $1339.13 $79.6K - $125K
2.66K $3.56M
META
Meta Platforms, Inc.

Communication Services
234
+ 3.82%
$484.66 - $738.09 $113K - $173K
6.36K $4.7M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
30.9K
New
$29.41 - $37.21 $908K - $1.15M
30.9K $1.15M
AMZN
Amazon Com Inc

Consumer Cyclical
472
+ 1.45%
$167.32 - $223.3 $79K - $105K
32.9K $7.22M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
200
+ 0.26%
$108.06 - $135.3 $21.6K - $27.1K
76.3K $10.3M
CRDO
Credo Technology Group Holding LTD

Technology
9.59K
New
$33.3 - $95.05 $319K - $912K
9.59K $888K
SHV
Ishares Tr

ETFs
7.8K
+ 76.33%
$110.06 - $110.46 $858K - $861K
18K $1.99M
TXN
Texas Instruments Inc

Technology
4.25K
+ 16.9%
N/A
29.4K $5.72M
TSLA
Tesla, Inc.

Consumer Cyclical
1.63K
+ 42.15%
$221.86 - $362.89 $362K - $593K
5.51K $1.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
548
+ 7.65%
$456.74 - $568.03 $250K - $311K
7.71K $4.38M
ADM
Archer Daniels Midland CO

Consumer Defensive
13.2K
New
$41.79 - $54.16 $553K - $716K
13.2K $697K
MUB
Ishares National Muni Bond ETF

ETFs
6.99K
+ 11.41%
$102.31 - $105.8 $715K - $739K
68.2K $7.13M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
9.7K
New
$55.86 - $68.61 $542K - $665K
9.7K $665K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
13K
New
$48.64 - $50.07 $633K - $651K
13K $643K
STRL
Sterling Construction CO Inc

Industrials
2.75K
New
$104.96 - $231.51 $288K - $635K
2.75K $633K
FIX
Comfort Systems Usa Inc

Industrials
1.16K
New
$296.51 - $536.21 $344K - $621K
1.16K $621K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.12K
+ 52.76%
$320.42 - $424.58 $358K - $474K
3.23K $1.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
365
+ 5.89%
$496.48 - $617.85 $181K - $226K
6.57K $4.06M
EME
Emcor Group, Inc.

Industrials
1.08K
New
$342.02 - $534.89 $370K - $578K
1.08K $578K
OEF
Ishares S&P 100 ETF

ETFs
2.12K
+ 3.88%
N/A
56.7K $15.1M
INOD
Innodata Inc

Technology
11K
New
$29.68 - $51.96 $326K - $571K
11K $562K
SPTL
Spdr Portfolio Long Term Treas

ETFs
21K
New
$25.48 - $27.78 $536K - $584K
21K $559K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
10.1K
New
$46.99 - $54.77 $475K - $554K
10.1K $554K
GOOGL
Alphabet Inc.

Communication Services
1.56K
+ 12.33%
$144.7 - $178.6 $226K - $279K
14.2K $2.51M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.8K
New
$49.57 - $50.27 $533K - $541K
10.8K $540K
ORCL
Oracle Corp

Technology
212
+ 3.47%
$122.82 - $218.63 $26K - $46.3K
6.32K $1.38M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.5K
New
$25.35 - $64.65 $265K - $677K
10.5K $521K
RMBS
Rambus Inc

Technology
7.85K
New
$42.9 - $64.02 $337K - $503K
7.85K $502K
VRRM
Verra Mobility Corp

Industrials
19.2K
New
$20.85 - $25.4 $400K - $487K
19.2K $486K
IVE
Ishares S&P 500 Value ETF

ETFs
1.27K
+ 2.68%
$168.34 - $195.42 $213K - $248K
48.6K $9.5M
HQY
Healthequity, Inc.

Healthcare
4.51K
New
$76.77 - $113.06 $346K - $510K
4.51K $472K
NMIH
Nmi Holdings, Inc.

Financial Services
10.7K
New
$32.79 - $42.24 $350K - $450K
10.7K $449K
BDC
Belden Inc.

Technology
3.89K
New
$87.1 - $116.54 $338K - $453K
3.89K $449K
UFPT
Ufp Technologies Inc

Healthcare
1.83K
New
$186.83 - $253.3 $342K - $463K
1.83K $446K
Activity Summary
Buys All Purchases 176 New Holdings 70 Increased Positions 106 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 1 Puts 1
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