Keebeck Wealth Management, LLC New Holdings in Q4 2024

Keebeck Wealth Management, LLC

  • $670 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTON
Peloton Interactive, Inc.

Consumer Cyclical
401K
New
$4.34 - $10.57 $1.74M - $4.23M
401K $3.49M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.1K
New
$201.32 - $217.44 $2.23M - $2.41M
11.1K $2.3M
VMC
Vulcan Materials CO

Basic Materials
8.52K
New
$237.95 - $292.31 $2.03M - $2.49M
8.52K $2.19M
USO
United States Oil Fund, LP

ETFs
7.5K
New
$69.66 - $79.2 $522K - $594K
7.5K $566K
VEU
Vanguard Ftse All World Ex Us

ETFs
7.39K
New
$57.29 - $63.1 $423K - $466K
7.39K $423K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.12K
New
$51.09 - $55.27 $364K - $393K
7.12K $363K
SPYG
Spdr Portfolio

ETFs
3.81K
New
$81.74 - $91.38 $311K - $348K
3.81K $334K
VB
Vanguard Small Cap ETF

ETFs
1.36K
New
$233.76 - $261.58 $317K - $355K
1.36K $326K
CRDO
Credo Technology Group Holding LTD

Technology
4.59K
New
$30.16 - $77.25 $138K - $355K
4.59K $309K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.17K
New
$44.33 - $49.55 $273K - $306K
6.17K $277K
LRN
Stride, Inc.

Consumer Defensive
2.46K
New
$64.04 - $110.79 $158K - $273K
2.46K $255K
QTWO
Q2 Holdings, Inc.

Technology
2.54K
New
$77.81 - $110.85 $198K - $281K
2.54K $255K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.42K
New
$34.13 - $37.35 $253K - $277K
7.42K $253K
PLMR
Palomar Holdings, Inc.

Financial Services
2.39K
New
$88.38 - $112.17 $212K - $269K
2.39K $252K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.55K
New
$96.64 - $101.23 $246K - $258K
2.55K $247K
CRM
Salesforce, Inc.

Technology
739
New
$270.87 - $367.87 $200K - $272K
739 $247K
DUOL
Duolingo, Inc.

Technology
750
New
$278.75 - $373.03 $209K - $280K
750 $243K
IGRO
Ishares Tr International Divid

ETFs
3.57K
New
$67.76 - $74.48 $242K - $266K
3.57K $242K
SHYD
Vaneck Short High Yield Muni E

ETFs
10.8K
New
$22.45 - $22.81 $241K - $245K
10.8K $241K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.83K
New
$83.09 - $89.28 $235K - $252K
2.83K $240K
STRL
Sterling Construction CO Inc

Industrials
1.4K
New
$142.94 - $199.03 $200K - $279K
1.4K $235K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.85K
New
$110.69 - $154.48 $204K - $285K
1.85K $234K
COF
Capital One Financial Corp

Financial Services
1.3K
New
$145.19 - $192.01 $188K - $249K
1.3K $230K
GILD
Gilead Sciences, Inc.

Healthcare
2.49K
New
$83.95 - $97.9 $209K - $244K
2.49K $229K
EXLS
Exl Service Holdings, Inc.

Technology
5.17K
New
$38.1 - $47.02 $197K - $243K
5.17K $229K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.27K
New
$174.04 - $205.27 $221K - $260K
1.27K $228K
HURN
Huron Consulting Group Inc.

Industrials
1.78K
New
$103.48 - $129.83 $184K - $231K
1.78K $221K
DLR
Digital Realty Trust, Inc.

Real Estate
1.24K
New
$156.46 - $195.69 $193K - $242K
1.24K $219K
T
At&T Inc.

Communication Services
9.59K
New
$21.22 - $23.88 $203K - $229K
9.59K $218K
EME
Emcor Group, Inc.

Industrials
472
New
$427.96 - $526.95 $202K - $249K
472 $214K
GDYN
Grid Dynamics Holdings, Inc.

Technology
9.57K
New
$13.96 - $22.7 $134K - $217K
9.57K $212K
VITL
Vital Farms, Inc.

Consumer Defensive
5.62K
New
$28.13 - $40.91 $158K - $230K
5.62K $211K
MS
Morgan Stanley

Financial Services
1.66K
New
$104.42 - $134.99 $173K - $224K
1.66K $208K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.58K
New
$17.13 - $34.23 $147K - $294K
8.58K $207K
EEM
Ishares Msci Emerging Markets

ETFs
4.94K
New
$41.82 - $47.36 $206K - $234K
4.94K $206K
RELY
Remitly Global, Inc.

Technology
9.08K
New
$12.69 - $23.07 $115K - $210K
9.08K $204K
KNSL
Kinsale Capital Group, Inc.

Financial Services
436
New
$424.05 - $524.22 $185K - $229K
436 $202K
SEMR
Se Mrush Holdings, Inc.

Technology
13.5K
New
$11.84 - $15.24 $160K - $206K
13.5K $160K
KSS
Kohls Corp

Consumer Cyclical
10K
New
$13.86 - $20.95 $139K - $210K
10K $140K
APLD
Applied Blockchain, Inc.

Financial Services
17K
New
$5.97 - $10.68 $101K - $182K
17K $127K
Kayne Anderson Bdc Inc
94.4K
New
N/A
94.4K $0
Qxo Inc
35.9K
New
N/A
35.9K $0
Blackrock Inc
225
New
N/A
225 $0
Liberty Media Corp Del
2.57K
New
N/A
2.57K $0
Activity Summary
Buys All Purchases 138 New Holdings 45 Increased Positions 93 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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