Keebeck Wealth Management, LLC Reduced Holdings in Q2 2025

Keebeck Wealth Management, LLC

  • $725 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-22.4K
- 21.26%
$498.8 - $620.9 $11.1M - $13.9M
82.8K $51.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-56.2K
- 85.01%
$108.87 - $133.04 $6.12M - $7.48M
9.91K $1.32M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-100K
- 72.92%
$45.12 - $46.23 $4.53M - $4.65M
37.3K $1.73M
UNH
Unitedhealth Group Inc

Healthcare
-5.6K
- 64.38%
$274.35 - $599.47 $1.54M - $3.36M
3.1K $966K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-56K
- 62.41%
$50.08 - $63.14 $2.8M - $3.53M
33.7K $2.13M
USFR
Wisdomtree Floating Rate Treas

ETFs
-53.4K
- 39.69%
$50.28 - $50.47 $2.69M - $2.7M
81.2K $4.08M
ACN
Accenture PLC

Technology
-8.25K
- 81.18%
$279.23 - $323.21 $2.3M - $2.67M
1.91K $571K
AAPL
Apple Inc.

Technology
-2.63K
- 3.48%
$172.42 - $223.89 $453K - $588K
72.9K $15M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-14.2K
- 42.57%
$97.29 - $105.63 $1.38M - $1.5M
19.2K $1.95M
LLY
Eli Lilly & CO

Healthcare
-1.37K
- 17.76%
$713.71 - $898.95 $980K - $1.23M
6.36K $4.95M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-200K
- 50.0%
$5.0 - $7.65 $1M - $1.53M
200K $1.39M
XLV
Select Sector Spdr Fund Health

ETFs
-1.87K
- 3.33%
$128.77 - $144.3 $240K - $269K
54.2K $7.31M
CME
Cme Group Inc.

Financial Services
-3.32K
- 63.2%
$252.37 - $290.71 $838K - $965K
1.93K $533K
MBB
Ishares Tr

ETFs
-8.44K
- 50.35%
$91.41 - $94.22 $771K - $795K
8.32K $781K
ABBV
Abb Vie Inc.

Healthcare
-548
- 2.18%
$170.16 - $206.27 $93.2K - $113K
24.6K $4.57M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-31.2K
- 15.14%
$43.53 - $54.46 $1.36M - $1.7M
175K $9.53M
ZTS
Zoetis Inc.

Healthcare
-2.14K
- 10.6%
$144.41 - $170.3 $309K - $364K
18K $2.81M
AJG
Arthur J. Gallagher & Co.

Financial Services
-6
- 0.04%
$310.86 - $348.77 $1.87K - $2.09K
17.1K $5.46M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.5K
- 8.17%
$152.42 - $182.82 $1.6M - $1.92M
118K $21.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.32K
- 2.57%
$48.13 - $49.85 $256K - $265K
202K $9.9M
EOG
Eog Resources Inc

Energy
-1.83K
- 10.2%
$104.61 - $129.97 $191K - $237K
16.1K $1.92M
CTSH
Cognizant Technology Solutions Corp

Technology
-4.95K
- 15.27%
$66.47 - $81.81 $329K - $405K
27.5K $2.14M
MRK
Merck & Co., Inc.

Healthcare
-178
- 0.59%
$73.47 - $87.12 $13.1K - $15.5K
30K $2.38M
SBUX
Starbucks Corp

Consumer Cyclical
-2.94K
- 30.99%
$79.69 - $99.41 $234K - $292K
6.54K $598K
LOW
Lowes Companies Inc

Consumer Cyclical
-75
- 0.28%
$210.83 - $235.28 $15.8K - $17.6K
26.8K $5.94M
IAU
Ishares Gold Trust

ETFs
-6.87K
- 18.0%
$56.1 - $64.74 $385K - $445K
31.3K $1.95M
EFG
Msci Eafe Growth ETF

ETFs
-14.2K
- 12.77%
$89.8 - $112.0 $1.27M - $1.59M
96.6K $10.8M
VHT
Vanguard Health Care ETF

ETFs
-348
- 3.43%
$236.71 - $261.92 $82.4K - $91.1K
9.79K $2.43M
PG
Procter & Gamble CO

Consumer Defensive
-380
- 2.81%
$157.66 - $172.39 $59.9K - $65.5K
13.1K $2.09M
BMY
Bristol Myers Squibb CO

Healthcare
-322
- 2.63%
$44.12 - $59.6 $14.2K - $19.2K
11.9K $550K
VGSH
Vanguard

ETFs
-3.22K
- 28.59%
$58.32 - $58.95 $188K - $190K
8.04K $472K
FANG
Diamondback Energy, Inc.

Energy
-266
- 4.2%
$119.25 - $161.49 $31.7K - $43K
6.07K $834K
IFRA
Ishares Tr

ETFs
-5.05K
- 27.86%
$40.97 - $49.19 $207K - $248K
13.1K $642K
SPOK
Spok Holdings, Inc

Healthcare
-10K
- 20.0%
$13.82 - $17.68 $138K - $177K
40K $707K
IBB
Ishares Biotechnology ETF

ETFs
-798
- 21.94%
$112.02 - $129.0 $89.4K - $103K
2.84K $359K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-59
- 6.69%
$390.26 - $489.06 $23K - $28.9K
823 $333K
HLNE
Hamilton Lane Inc

Financial Services
-105
- 0.83%
$126.65 - $175.49 $13.3K - $18.4K
12.6K $1.79M
VMC
Vulcan Materials CO

Basic Materials
-1.27K
- 14.83%
$226.49 - $276.01 $288K - $351K
7.29K $1.9M
IGRO
Ishares Tr International Divid

ETFs
-1.4K
- 32.31%
$66.32 - $80.17 $93.1K - $113K
2.94K $232K
IGF
Ishares Global Infrastructure

ETFs
-1.85K
- 26.77%
$50.55 - $59.83 $93.6K - $111K
5.06K $299K
VIG
Vanguard Dividend Appreciation

ETFs
-375
- 25.07%
N/A
1.12K $204K
WM
Waste Management Inc

Industrials
-38
- 0.2%
$216.47 - $242.1 $8.23K - $9.2K
18.6K $4.26M
OPEN
Opendoor Technologies Inc.

Real Estate
-8.74K
- 8.04%
$0.51 - $1.09 $4.46K - $9.53K
100K $53K
AMGN
Amgen Inc

Healthcare
-1
- 0.06%
$262.28 - $309.85 $262 - $310
1.74K $484K
IYH
Ishares Tr

ETFs
-331
- 7.13%
$53.97 - $60.17 $17.9K - $19.9K
4.31K $243K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.02K
- 14.95%
$51.16 - $62.02 $52.2K - $63.3K
5.81K $360K
TMUS
T Mobile Us, Inc.

Communication Services
-10
- 0.92%
$220.99 - $268.54 $2.21K - $2.69K
1.08K $257K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-366
- 1.4%
$85.42 - $94.39 $31.3K - $34.5K
25.8K $2.43M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-301
- 10.47%
$96.84 - $99.46 $29.1K - $29.9K
2.57K $255K
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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