Keebeck Wealth Management, LLC New Holdings in Q3 2025

Keebeck Wealth Management, LLC

  • $795 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
11.8K
New
$184.73 - $209.26 $2.17M - $2.46M
11.8K $2.46M
XLE
Energy Sector Spdr

ETFs
11.8K
New
$84.25 - $91.99 $991K - $1.08M
11.8K $1.05M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
18K
New
$44.82 - $46.28 $806K - $833K
18K $828K
TFLO
Ishares Treasury Floating Rate

ETFs
13.6K
New
$50.45 - $50.65 $688K - $691K
13.6K $689K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
2.5K
New
$232.86 - $268.01 $582K - $670K
2.5K $649K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.88K
New
$113.83 - $154.45 $442K - $599K
3.88K $599K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
17K
New
$25.83 - $30.45 $440K - $519K
17K $470K
CTRE
Care Trust Reit, Inc.

Real Estate
13.2K
New
$30.29 - $34.8 $399K - $458K
13.2K $456K
MGRC
Mcgrath Rentcorp

Industrials
3.7K
New
$113.6 - $127.77 $421K - $473K
3.7K $434K
GPI
Group 1 Automotive Inc

Consumer Cyclical
917
New
$406.1 - $488.25 $372K - $448K
917 $401K
USO
United States Oil Fund, LP

ETFs
5K
New
$72.3 - $81.04 $362K - $405K
5K $368K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.88K
New
$92.14 - $93.55 $358K - $363K
3.88K $363K
HYMU
Blackrock ETF Tr Ii High Yield
15.7K
New
N/A
15.7K $359K
IEF
Ishares Barclays

ETFs
3.67K
New
$93.91 - $97.26 $345K - $357K
3.67K $354K
PCTY
Paylocity Holding Corp

Technology
2.15K
New
$159.27 - $190.36 $342K - $409K
2.15K $341K
TMDX
Trans Medics Group, Inc.

Healthcare
2.84K
New
$103.61 - $132.04 $294K - $374K
2.84K $318K
PRIM
Primoris Services Corp

Industrials
2.24K
New
$79.61 - $137.33 $179K - $308K
2.24K $308K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.62K
New
$50.82 - $51.09 $286K - $287K
5.62K $287K
LHX
L3 Harris Technologies, Inc.

Industrials
909
New
$252.18 - $305.41 $229K - $278K
909 $277K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.8K
New
$22.64 - $23.22 $243K - $250K
10.8K $248K
VLO
Valero Energy Corp

Energy
1.46K
New
$131.77 - $175.63 $193K - $257K
1.46K $248K
UBS
Ubs Group Ag

Financial Services
5.78K
New
$33.77 - $42.38 $195K - $245K
5.78K $236K
EBAY
Ebay Inc

Consumer Cyclical
2.53K
New
$75.33 - $100.77 $191K - $255K
2.53K $230K
C
Citigroup Inc

Financial Services
2.26K
New
$85.57 - $103.49 $193K - $234K
2.26K $229K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.89K
New
$117.65 - $120.08 $223K - $227K
1.89K $226K
GE
General Electric CO

Industrials
739
New
$244.75 - $305.63 $181K - $226K
739 $222K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.1K
New
$39.06 - $43.42 $199K - $221K
5.1K $221K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.48K
New
$135.0 - $146.02 $199K - $216K
1.48K $215K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.11K
New
$89.29 - $100.17 $189K - $212K
2.11K $211K
PEP
Pepsico Inc

Consumer Defensive
1.5K
New
$133.81 - $152.16 $200K - $227K
1.5K $209K
PSX
Phillips 66

Energy
1.54K
New
$118.37 - $139.46 $182K - $214K
1.54K $209K
MCK
Mckesson Corp

Healthcare
270
New
$659.01 - $772.54 $178K - $209K
270 $208K
WELL
Welltower Inc.

Real Estate
1.16K
New
$150.71 - $178.14 $175K - $207K
1.16K $207K
IEFA
Ishares Tr

ETFs
2.3K
New
$81.7 - $87.53 $188K - $201K
2.3K $200K
SNAP
Snap Inc

Communication Services
10K
New
$6.99 - $10.35 $69.9K - $104K
10K $77K
Tidal Trust I
14.5K
New
N/A
14.5K $0
Tidal Trust Ii
31.2K
New
N/A
31.2K $0
Goldman Sachs ETF Tr
7.95K
New
N/A
7.95K $0
Coreweave Inc
4.35K
New
N/A
4.35K $0
Circle Internet Group Inc
3K
New
N/A
3K $0
Anglogold Ashanti PLC
3K
New
N/A
3K $0
Waystar Hldg Corp
13.6K
New
N/A
13.6K $0
Metsera Inc
12.3K
New
N/A
12.3K $0
Activity Summary
Buys All Purchases 179 New Holdings 44 Increased Positions 135 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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