Keebeck Wealth Management, LLC Incresed Positions in Q2 2025

Keebeck Wealth Management, LLC

  • $725 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
IEMG
Ishares Inc

ETFs
52.3K
+ 65.02%
N/A
133K $7.12M
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
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
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
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
MUB
Ishares National Muni Bond ETF

ETFs
6.99K
+ 11.41%
$102.31 - $105.8 $715K - $739K
68.2K $7.13M
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
OEF
Ishares S&P 100 ETF

ETFs
2.12K
+ 3.88%
N/A
56.7K $15.1M
GOOGL
Alphabet Inc.

Communication Services
1.56K
+ 12.33%
$144.7 - $178.6 $226K - $279K
14.2K $2.51M
ORCL
Oracle Corp

Technology
212
+ 3.47%
$122.82 - $218.63 $26K - $46.3K
6.32K $1.38M
IVE
Ishares S&P 500 Value ETF

ETFs
1.27K
+ 2.68%
$168.34 - $195.42 $213K - $248K
48.6K $9.5M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
272
+ 0.17%
$26.69 - $33.44 $7.26K - $9.1K
163K $5.36M
GOOG
Alphabet Inc.

Communication Services
1.25K
+ 13.98%
$146.58 - $180.01 $183K - $225K
10.2K $1.81M
JPM
Jpmorgan Chase & CO

Financial Services
649
+ 15.51%
$210.28 - $289.91 $136K - $188K
4.83K $1.4M
WMT
Walmart Inc.

Consumer Defensive
1.33K
+ 5.46%
$81.79 - $99.98 $109K - $133K
25.7K $2.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
608
+ 14.1%
$272.36 - $339.57 $166K - $206K
4.92K $1.67M
ENSG
Ensign Group, Inc

Healthcare
1.95K
+ 112.96%
$119.93 - $156.36 $234K - $305K
3.68K $567K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.67K
+ 117.4%
$153.22 - $199.8 $256K - $334K
3.1K $580K
QTWO
Q2 Holdings, Inc.

Technology
3.14K
+ 118.25%
$68.72 - $95.27 $216K - $299K
5.8K $542K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.08%
$451.58 - $565.94 $2.26K - $2.83K
6.2K $3.37M
PLMR
Palomar Holdings, Inc.

Financial Services
1.63K
+ 64.1%
$129.99 - $175.67 $212K - $287K
4.18K $645K
PM
Philip Morris International Inc.

Consumer Defensive
854
+ 14.55%
$149.23 - $184.95 $127K - $158K
6.72K $1.22M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.64K
+ 94.09%
$144.63 - $179.53 $237K - $294K
3.38K $556K
HON
Honeywell International Inc

Industrials
154
+ 1.28%
$182.86 - $232.88 $28.2K - $35.9K
12.1K $2.83M
HURN
Huron Consulting Group Inc.

Industrials
2.14K
+ 112.1%
$132.14 - $153.61 $283K - $329K
4.05K $556K
EXLS
Exl Service Holdings, Inc.

Technology
6.62K
+ 119.63%
$41.85 - $48.48 $277K - $321K
12.2K $532K
KNSL
Kinsale Capital Group, Inc.

Financial Services
539
+ 116.16%
$419.99 - $501.97 $226K - $271K
1K $485K
INTU
Intuit Inc

Technology
195
+ 42.86%
$544.07 - $787.63 $106K - $154K
650 $511K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
11.1K
+ 119.65%
$21.4 - $26.31 $238K - $293K
20.4K $443K
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
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
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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