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
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
11.1K
+ 119.65%
$21.4 - $26.31 $238K - $293K
20.4K $443K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.41K
New
$39.89 - $49.46 $176K - $218K
4.41K $217K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
956
New
$171.4 - $227.1 $164K - $217K
956 $217K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.04K
New
$24.32 - $27.87 $196K - $224K
8.04K $213K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.38K
New
$72.96 - $90.39 $173K - $215K
2.38K $212K
LEU
Centrus Energy Corp

Energy
1.16K
New
$54.43 - $208.81 $62.9K - $241K
1.16K $211K
FRSH
Freshworks Inc.

Technology
13.3K
+ 101.25%
$12.07 - $15.98 $160K - $212K
26.4K $393K
MMSI
Merit Medical Systems Inc

Healthcare
2.45K
+ 124.59%
$88.48 - $107.04 $217K - $262K
4.42K $413K
V
Visa Inc.

Financial Services
341
+ 1.9%
$308.27 - $373.31 $105K - $127K
18.2K $6.48M
RDVY
First Trust Rising Dividend Ac

ETFs
3.25K
New
$51.6 - $62.74 $168K - $204K
3.25K $203K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.55K
New
$77.74 - $78.78 $198K - $201K
2.55K $200K
DE
Deere & CO

Industrials
56
+ 1.28%
$412.99 - $531.48 $23.1K - $29.8K
4.42K $2.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.4K
+ 34.27%
$83.97 - $92.85 $201K - $222K
9.38K $828K
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 2.66%
$908.13 - $1056.85 $62.7K - $72.9K
2.66K $2.64M
GS
Goldman Sachs Group Inc

Financial Services
52
+ 5.81%
$462.22 - $707.75 $24K - $36.8K
947 $670K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.59K
+ 113.98%
$73.86 - $108.74 $191K - $281K
4.85K $397K
MA
Mastercard Inc

Financial Services
37
+ 0.34%
$479.92 - $590.74 $17.8K - $21.9K
11.1K $6.22M
ABT
Abbott Laboratories

Healthcare
436
+ 1.31%
$123.95 - $138.08 $54K - $60.2K
33.6K $4.57M
GLD
Spdr Gold Trust

ETFs
59
+ 0.78%
$273.71 - $316.29 $16.1K - $18.7K
7.66K $2.33M
GDYN
Grid Dynamics Holdings, Inc.

Technology
12.5K
New
$11.48 - $15.63 $144K - $196K
12.5K $144K
LRN
Stride, Inc.

Consumer Defensive
703
+ 33.33%
$124.45 - $160.72 $87.5K - $113K
2.81K $408K
AMD
Advanced Micro Devices Inc

Technology
289
+ 13.48%
$78.21 - $143.81 $22.6K - $41.6K
2.43K $345K
COP
Conocophillips

Energy
1.92K
+ 54.88%
$82.66 - $106.1 $158K - $203K
5.41K $485K
AXP
American Express CO

Financial Services
189
+ 16.95%
$231.39 - $318.98 $43.7K - $60.3K
1.3K $415K
AMAT
Applied Materials Inc

Technology
185
+ 8.97%
$126.95 - $183.52 $23.5K - $34K
2.25K $411K
IBM
International Business Machines Corp

Technology
165
+ 12.25%
$221.03 - $294.78 $36.5K - $48.6K
1.51K $445K
CSCO
Cisco Systems, Inc.

Technology
757
+ 10.6%
$53.19 - $69.38 $40.3K - $52.5K
7.9K $548K
DIS
Walt Disney CO

Communication Services
398
+ 17.24%
$81.72 - $124.01 $32.5K - $49.4K
2.71K $335K
SHYD
Vaneck Short High Yield Muni E

ETFs
4.45K
+ 41.33%
$21.84 - $22.79 $97.1K - $101K
15.2K $343K
VTI
Vanguard Total Stock Market Et

ETFs
169
+ 11.06%
$243.75 - $303.93 $41.2K - $51.4K
1.7K $515K
BAC
Bank Of America Corp

Financial Services
577
+ 5.07%
$34.39 - $47.46 $19.8K - $27.4K
12K $565K
HD
Home Depot, Inc.

Consumer Cyclical
243
+ 5.83%
$335.24 - $380.78 $81.5K - $92.5K
4.41K $1.62M
SUB
Ishares Short Term National Mu

ETFs
758
+ 7.72%
$104.77 - $106.34 $79.4K - $80.6K
10.6K $1.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
200
+ 16.86%
$219.76 - $276.94 $44K - $55.4K
1.39K $383K
WFC
Wells Fargo & Company

Financial Services
229
+ 4.62%
$60.98 - $80.12 $14K - $18.3K
5.18K $415K
ADP
Automatic Data Processing Inc

Industrials
165
+ 10.36%
$276.76 - $326.81 $45.7K - $53.9K
1.76K $542K
CAT
Caterpillar Inc

Industrials
9
+ 1.02%
$273.94 - $388.21 $2.47K - $3.49K
889 $345K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
199
+ 2.75%
$45.98 - $56.15 $9.15K - $11.2K
7.43K $417K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.15%
$438.31 - $527.29 $1.75K - $2.11K
2.72K $1.44M
T
At&T Inc.

Communication Services
1.63K
+ 14.21%
$26.33 - $28.94 $42.8K - $47K
13.1K $377K
PNC
Pnc Financial Services Group, Inc.

Financial Services
177
+ 8.66%
$149.76 - $186.42 $26.5K - $33K
2.22K $413K
MS
Morgan Stanley

Financial Services
58
+ 3.3%
$99.83 - $140.86 $5.79K - $8.17K
1.81K $255K
XLU
Utilities Sector Spdr

ETFs
329
+ 5.27%
$73.09 - $82.77 $24K - $27.2K
6.58K $536K
SO
Southern CO

Utilities
467
+ 8.66%
$84.91 - $92.56 $39.7K - $43.2K
5.86K $537K
CMCSA
Comcast Corp

Communication Services
1.42K
+ 10.78%
$32.84 - $36.72 $46.8K - $52.3K
14.6K $522K
MT
Arcelor Mittal

Basic Materials
127
+ 1.25%
$23.47 - $31.65 $2.98K - $4.02K
10.3K $324K
IWD
Ishares Russell 1000 Val ETF

ETFs
107
+ 8.09%
$166.82 - $194.23 $17.8K - $20.8K
1.43K $277K
DOV
Dover Corp

Industrials
68
+ 4.17%
$151.14 - $186.7 $10.3K - $12.7K
1.7K $310K
DHI
Horton D R Inc

Consumer Cyclical
90
+ 1.49%
$115.1 - $129.63 $10.4K - $11.7K
6.14K $791K
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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