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
MSTR
Microstrategy Inc

Technology
465
+ 9.46%
$239.27 - $396.5 $111K - $184K
5.38K $1.55M
CVX
Chevron Corp

Energy
333
+ 10.75%
$146.71 - $167.97 $48.9K - $55.9K
3.43K $573K
IWF
Ishares Russell 1000 Gr ETF

ETFs
502
+ 31.08%
$360.07 - $417.26 $181K - $209K
2.12K $764K
JPM
Jpmorgan Chase & CO

Financial Services
341
+ 8.87%
$225.19 - $279.95 $76.8K - $95.5K
4.19K $1.03M
T
At&T Inc.

Communication Services
1.84K
+ 19.23%
$21.56 - $28.28 $39.8K - $52.1K
11.4K $323K
SPY
Spdr S&P 500 ETF Trust

ETFs
460
+ 8.01%
$551.42 - $612.93 $254K - $282K
6.2K $3.47M
AMGN
Amgen Inc

Healthcare
56
+ 3.33%
$258.59 - $327.36 $14.5K - $18.3K
1.74K $541K
PLMR
Palomar Holdings, Inc.

Financial Services
155
+ 6.47%
$101.51 - $137.08 $15.7K - $21.2K
2.55K $349K
KO
Coca Cola CO

Consumer Defensive
567
+ 9.75%
$60.81 - $72.32 $34.5K - $41K
6.39K $457K
GILD
Gilead Sciences, Inc.

Healthcare
340
+ 13.67%
$89.14 - $117.41 $30.3K - $39.9K
2.83K $316K
MDT
Medtronic PLC

Healthcare
522
+ 15.07%
$79.84 - $94.5 $41.7K - $49.3K
3.99K $358K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.21K
+ 13.82%
$21.23 - $23.75 $132K - $147K
51.1K $1.1M
IBM
International Business Machines Corp

Technology
190
+ 16.42%
$217.4 - $264.74 $41.3K - $50.3K
1.35K $334K
SO
Southern CO

Utilities
302
+ 5.93%
$80.96 - $92.96 $24.4K - $28.1K
5.39K $495K
CSCO
Cisco Systems, Inc.

Technology
959
+ 15.51%
$58.74 - $64.87 $56.3K - $62.2K
7.14K $440K
DGRO
Ishares Core Dividend Growth E

ETFs
1.12K
+ 17.17%
$60.46 - $64.42 $67.7K - $72.2K
7.64K $472K
IGRO
Ishares Tr International Divid

ETFs
778
+ 21.8%
$66.91 - $73.87 $52.1K - $57.5K
4.35K $314K
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 1.53%
$279.74 - $321.29 $11.2K - $12.9K
2.65K $826K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.43K
+ 23.0%
$22.46 - $23.26 $54.5K - $56.4K
13K $300K
MT
Arcelor Mittal

Basic Materials
57
+ 0.57%
$21.82 - $33.93 $1.24K - $1.93K
10.1K $292K
EEM
Ishares Msci Emerging Markets

ETFs
1.14K
+ 23.03%
$40.81 - $45.34 $46.4K - $51.6K
6.07K $265K
VTV
Vanguard Value ETF

ETFs
11
+ 0.07%
$167.73 - $179.21 $1.85K - $1.97K
15.4K $2.65M
HURN
Huron Consulting Group Inc.

Industrials
128
+ 7.19%
$121.09 - $152.46 $15.5K - $19.5K
1.91K $273K
ITOT
Ishares Core S&P Total U.S. St

ETFs
518
+ 26.84%
$120.29 - $134.6 $62.3K - $69.7K
2.45K $298K
DFAE
Dimensional ETF Tr

ETFs
600
+ 0.94%
$24.64 - $26.86 $14.8K - $16.1K
64.2K $1.66M
WFC
Wells Fargo & Company

Financial Services
483
+ 10.8%
$66.78 - $81.42 $32.3K - $39.3K
4.96K $355K
VEU
Vanguard Ftse All World Ex Us

ETFs
271
+ 3.67%
$56.51 - $62.98 $15.3K - $17.1K
7.66K $464K
MUB
Ishares National Muni Bond ETF

ETFs
988
+ 1.64%
$104.71 - $107.69 $103K - $106K
61.2K $6.46M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
325
+ 12.75%
$95.85 - $99.25 $31.2K - $32.3K
2.88K $284K
EXLS
Exl Service Holdings, Inc.

Technology
365
+ 7.06%
$44.13 - $51.8 $16.1K - $18.9K
5.53K $261K
UNP
Union Pacific Corp

Industrials
39
+ 1.47%
$225.21 - $254.42 $8.78K - $9.92K
2.69K $634K
KNSL
Kinsale Capital Group, Inc.

Financial Services
28
+ 6.42%
$416.48 - $494.72 $11.7K - $13.9K
464 $225K
IGF
Ishares Global Infrastructure

ETFs
107
+ 1.57%
$51.96 - $54.84 $5.56K - $5.87K
6.91K $377K
ICVT
Ishares Tr Convertible Bond Et

ETFs
268
+ 9.48%
$83.18 - $89.27 $22.3K - $23.9K
3.1K $258K
QCOM
Qualcomm Inc

Technology
115
+ 2.93%
$151.94 - $175.86 $17.5K - $20.2K
4.04K $620K
FCX
Freeport Mcmoran Inc

Basic Materials
685
+ 1.42%
$34.5 - $43.01 $23.6K - $29.5K
49K $1.85M
RELY
Remitly Global, Inc.

Technology
1.4K
+ 15.36%
$19.49 - $27.14 $27.2K - $37.9K
10.5K $217K
NEE
Nextera Energy Inc

Utilities
312
+ 2.43%
$66.96 - $76.16 $20.9K - $23.8K
13.1K $931K
IWD
Ishares Russell 1000 Val ETF

ETFs
41
+ 3.2%
$182.82 - $196.21 $7.5K - $8.04K
1.32K $248K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
156
+ 12.29%
$166.63 - $185.86 $26K - $29K
1.43K $237K
DUOL
Duolingo, Inc.

Technology
49
+ 6.53%
$272.49 - $441.39 $13.4K - $21.6K
799 $248K
IGM
Ishares Expanded Tech Sector E

ETFs
1.74K
+ 12.97%
$90.67 - $108.46 $158K - $189K
15.2K $1.38M
CAT
Caterpillar Inc

Industrials
87
+ 10.97%
$326.75 - $407.63 $28.4K - $35.5K
880 $290K
Blackrock ETF Trust Ii
7.36K
+ 45.07%
N/A
23.7K $0
Tidal Tr Ii
34.2K
New
N/A
34.2K $0
Blackrock ETF Trust Ii
6.78K
New
N/A
6.78K $0
Siriusxm Holdings Inc
28K
New
N/A
28K $0
Kayne Anderson Bdc Inc
134K
+ 142.1%
N/A
229K $0
MS
Morgan Stanley

Financial Services
97
+ 5.85%
$111.68 - $141.08 $10.8K - $13.7K
1.76K $204K
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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