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
LMT
Lockheed Martin Corp

Industrials
89
+ 7.37%
$423.19 - $506.29 $37.7K - $45.1K
1.3K $579K
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
+ 0.8%
$497.6 - $606.74 $3.48K - $4.25K
882 $438K
BAC
Bank Of America Corp

Financial Services
156
+ 1.39%
$39.61 - $47.74 $6.18K - $7.45K
11.4K $474K
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.52%
$217.89 - $252.64 $1.53K - $1.77K
1.36K $302K
VBK
Vanguard Small Cap Growth ETF

ETFs
28
+ 2.42%
$247.97 - $296.33 $6.94K - $8.3K
1.19K $298K
SEMR
Se Mrush Holdings, Inc.

Technology
531
+ 3.92%
$9.27 - $18.37 $4.92K - $9.75K
14.1K $131K
DOW
Dow Inc.

Basic Materials
512
+ 4.97%
$34.36 - $41.92 $17.6K - $21.5K
10.8K $377K
NKE
Nike, Inc.

Consumer Cyclical
390
+ 7.86%
$63.29 - $81.72 $24.7K - $31.9K
5.35K $339K
QTWO
Q2 Holdings, Inc.

Technology
119
+ 4.69%
$71.37 - $102.68 $8.49K - $12.2K
2.66K $212K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
363
+ 5.28%
$47.79 - $59.89 $17.3K - $21.7K
7.23K $363K
TGT
Target Corp

Consumer Defensive
19
+ 0.41%
$103.65 - $142.5 $1.97K - $2.71K
4.63K $482K
OWL
Blue Owl Capital Inc.

Financial Services
850
+ 1.41%
$18.49 - $26.68 $15.7K - $22.7K
61.2K $1.23M
TSLA
Tesla, Inc.

Consumer Cyclical
936
+ 31.86%
$222.15 - $428.22 $208K - $401K
3.87K $1M
VMC
Vulcan Materials CO

Basic Materials
43
+ 0.5%
$220.9 - $277.54 $9.5K - $11.9K
8.56K $2M
VUG
Vanguard Growth ETF

ETFs
207
+ 2.57%
$369.1 - $427.61 $76.4K - $88.5K
8.27K $3.07M
EMR
Emerson Electric CO

Industrials
359
+ 1.02%
$108.64 - $131.17 $39K - $47.1K
35.5K $3.89M
IYW
Ishares Dj Us Tech ETF

ETFs
3.66K
+ 6.15%
$140.44 - $166.79 $514K - $610K
63.1K $8.87M
IVV
Ishares Core S&P 500 ETF

ETFs
3.66K
+ 3.6%
$554.06 - $615.85 $2.03M - $2.25M
105K $59.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 3.97%
$190.26 - $242.06 $236K - $300K
32.5K $6.17M
COIN
Coinbase Global, Inc.

Technology
1.49K
+ 8.45%
$172.23 - $301.3 $257K - $449K
19.1K $3.29M
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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