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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.43K
+ 23.0%
$22.46 - $23.26 $54.5K - $56.4K
13K $300K
EEM
Ishares Msci Emerging Markets

ETFs
1.14K
+ 23.03%
$40.81 - $45.34 $46.4K - $51.6K
6.07K $265K
MT
Arcelor Mittal

Basic Materials
57
+ 0.57%
$21.82 - $33.93 $1.24K - $1.93K
10.1K $292K
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
VEU
Vanguard Ftse All World Ex Us

ETFs
271
+ 3.67%
$56.51 - $62.98 $15.3K - $17.1K
7.66K $464K
WFC
Wells Fargo & Company

Financial Services
483
+ 10.8%
$66.78 - $81.42 $32.3K - $39.3K
4.96K $355K
MUB
Ishares National Muni Bond ETF

ETFs
988
+ 1.64%
$104.71 - $107.69 $103K - $106K
61.2K $6.46M
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
QCOM
Qualcomm Inc

Technology
115
+ 2.93%
$151.94 - $175.86 $17.5K - $20.2K
4.04K $620K
ICVT
Ishares Tr Convertible Bond Et

ETFs
268
+ 9.48%
$83.18 - $89.27 $22.3K - $23.9K
3.1K $258K
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
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
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
ORCL
Oracle Corp

Technology
357
+ 6.21%
$139.81 - $186.47 $49.9K - $66.6K
6.11K $854K
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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