Keebeck Wealth Management, LLC Incresed Positions in Q1 2025

Keebeck Wealth Management, LLC

  • $655 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
39.4K
+ 29.5%
$99.85 - $100.19 $3.93M - $3.94M
173K $17.3M
IVE
Ishares S&P 500 Value ETF

ETFs
17.6K
+ 59.41%
$185.78 - $198.58 $3.28M - $3.5M
47.3K $9.02M
QUAL
Ishares Msci Usa Quality Facto

ETFs
19.3K
+ 17.76%
$168.16 - $186.21 $3.25M - $3.6M
128K $21.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
23.9K
+ 251.48%
$97.25 - $104.79 $2.32M - $2.5M
33.4K $3.46M
ABT
Abbott Laboratories

Healthcare
16.3K
+ 96.65%
$111.1 - $140.22 $1.81M - $2.29M
33.2K $4.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
44.2K
+ 47.17%
$44.72 - $46.25 $1.98M - $2.04M
138K $6.35M
IEMG
Ishares Inc

ETFs
39.4K
+ 95.85%
N/A
80.4K $4.31M
OEF
Ishares S&P 100 ETF

ETFs
7.75K
+ 16.56%
N/A
54.6K $14.5M
EFV
Msci Eafe Value ETF

ETFs
4.3K
+ 1.66%
$51.88 - $60.73 $223K - $261K
264K $15.5M
IAU
Ishares Gold Trust

ETFs
27K
+ 242.36%
$49.74 - $58.96 $1.34M - $1.59M
38.2K $2.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
21.8K
+ 16.85%
$92.45 - $106.69 $2.02M - $2.33M
151K $14M
ABBV
Abb Vie Inc.

Healthcare
148
+ 0.59%
$169.2 - $216.66 $25K - $32.1K
25.2K $5.27M
ICE
Intercontinental Exchange, Inc.

Financial Services
147
+ 0.47%
$142.8 - $176.36 $21K - $25.9K
31.2K $5.39M
GLD
Spdr Gold Trust

ETFs
1.11K
+ 17.05%
$243.19 - $288.14 $269K - $319K
7.6K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
244
+ 5.33%
$442.66 - $534.52 $108K - $130K
4.83K $2.57M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
11.1K
+ 65.02%
$44.81 - $46.22 $499K - $514K
28.2K $1.27M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.67K
+ 24.03%
$196.12 - $229.48 $523K - $612K
13.8K $2.78M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.7K
+ 5.44%
$49.25 - $50.66 $527K - $542K
207K $10.3M
LLY
Eli Lilly & CO

Healthcare
4
+ 0.05%
$725.72 - $929.72 $2.9K - $3.72K
7.73K $6.38M
MBB
Ishares Tr

ETFs
2.8K
+ 20.07%
$90.37 - $94.08 $253K - $264K
16.8K $1.57M
PM
Philip Morris International Inc.

Consumer Defensive
314
+ 5.65%
$117.15 - $158.79 $36.8K - $49.9K
5.87K $931K
DE
Deere & CO

Industrials
119
+ 2.81%
$408.57 - $509.27 $48.6K - $60.6K
4.36K $2.05M
PG
Procter & Gamble CO

Consumer Defensive
995
+ 7.95%
$158.56 - $176.26 $158K - $175K
13.5K $2.3M
JNJ
Johnson & Johnson

Healthcare
496
+ 9.16%
$142.06 - $167.7 $70.5K - $83.2K
5.91K $980K
XOM
Exxon Mobil Corp

Energy
764
+ 13.78%
$105.44 - $118.93 $80.6K - $90.9K
6.31K $750K
VGSH
Vanguard

ETFs
2.52K
+ 28.81%
$58.07 - $58.69 $146K - $148K
11.3K $660K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.66K
+ 10.47%
$48.65 - $53.06 $80.9K - $88.2K
17.6K $911K
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 2.77%
$890.62 - $1076.86 $62.3K - $75.4K
2.6K $2.45M
IWB
Ishares Tr Russell 1000 ETF

ETFs
632
+ 17.18%
$302.31 - $337.54 $191K - $213K
4.31K $1.32M
SUB
Ishares Short Term National Mu

ETFs
1.23K
+ 14.32%
$105.3 - $106.24 $130K - $131K
9.82K $1.04M
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
T
At&T Inc.

Communication Services
1.84K
+ 19.23%
$21.56 - $28.28 $39.8K - $52.1K
11.4K $323K
JPM
Jpmorgan Chase & CO

Financial Services
341
+ 8.87%
$225.19 - $279.95 $76.8K - $95.5K
4.19K $1.03M
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
META
Meta Platforms, Inc.

Communication Services
282
+ 4.82%
$576.36 - $736.67 $163K - $208K
6.13K $3.53M
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
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
Track This Portfolio

Track Keebeck Wealth Management, LLC Portfolio

Follow Keebeck Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keebeck Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keebeck Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email