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
LMT
Lockheed Martin Corp

Industrials
-102
- 7.86%
$430.82 - $486.45 $43.9K - $49.6K
1.2K $553K
UNP
Union Pacific Corp

Industrials
-40
- 1.49%
$208.27 - $238.46 $8.33K - $9.54K
2.65K $608K
RKT
Rocket Companies, Inc.

Financial Services
-11K
- 17.72%
$11.11 - $15.4 $123K - $170K
51.3K $726K
EEM
Ishares Msci Emerging Markets

ETFs
-1.07K
- 17.54%
$38.52 - $48.28 $41K - $51.4K
5.01K $241K
MDT
Medtronic PLC

Healthcare
-118
- 2.96%
$80.68 - $88.86 $9.52K - $10.5K
3.87K $337K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-846
- 6.52%
$22.68 - $23.28 $19.2K - $19.7K
12.1K $281K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-377
- 6.16%
$46.39 - $47.84 $17.5K - $18K
5.75K $274K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5K
- 12.5%
$41.45 - $54.46 $207K - $272K
35K $1.82M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-250
- 3.48%
$59.8 - $60.07 $15K - $15K
6.93K $414K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-200
- 3.55%
$77.94 - $79.5 $15.6K - $15.9K
5.44K $432K
Te Connectivity PLC
-14.2K
- 40.25%
N/A
21.1K $0
Jacobs Solutions Inc
-1.97K
- 5.67%
N/A
32.7K $0
Blackrock ETF Trust Ii
-14.4K
- 60.78%
N/A
9.29K $0
XLF
Financial Sector Spdr

ETFs
-1.22K
- 4.43%
$43.92 - $52.37 $53.6K - $63.9K
26.3K $1.38M
PHM
Pultegroup Inc

Consumer Cyclical
-18
- 0.39%
$92.02 - $106.54 $1.66K - $1.92K
4.6K $485K
IWN
Ishares Russell2000 Val ETF

ETFs
-25
- 0.93%
$131.84 - $157.76 $3.3K - $3.94K
2.67K $421K
VB
Vanguard Small Cap ETF

ETFs
-1
- 0.07%
$193.73 - $237.37 $194 - $237
1.36K $323K
QCOM
Qualcomm Inc

Technology
-14
- 0.35%
$124.66 - $159.48 $1.75K - $2.23K
4.03K $641K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.09K
- 15.18%
$180.84 - $240.32 $378K - $502K
11.7K $2.81M
NKE
Nike, Inc.

Consumer Cyclical
-147
- 2.75%
$53.27 - $72.04 $7.83K - $10.6K
5.2K $369K
VEU
Vanguard Ftse All World Ex Us

ETFs
-203
- 2.65%
$54.19 - $67.22 $11K - $13.6K
7.45K $500K
NOW
Service Now, Inc.

Technology
-205
- 19.05%
$721.65 - $1040.18 $148K - $213K
871 $895K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-345
- 2.92%
$93.75 - $114.45 $32.3K - $39.5K
11.5K $1.31M
DUOL
Duolingo, Inc.

Technology
-62
- 7.76%
$292.88 - $540.68 $18.2K - $33.5K
737 $302K
VTV
Vanguard Value ETF

ETFs
-13
- 0.08%
$153.67 - $176.74 $2K - $2.3K
15.4K $2.71M
MGM
Mgm Resorts International

Consumer Cyclical
-108
- 0.73%
$25.79 - $34.95 $2.79K - $3.77K
14.6K $502K
PINS
Pinterest, Inc.

Communication Services
-2.6K
- 7.95%
$24.21 - $35.95 $63K - $93.6K
30.2K $1.08M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.16K
- 2.26%
$19.1 - $23.83 $22.1K - $27.5K
50K $1.19M
STEP
Step Stone Group Inc.

Financial Services
-213
- 0.65%
$42.46 - $60.26 $9.04K - $12.8K
32.8K $1.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-298
- 1.03%
$90.56 - $109.49 $27K - $32.6K
28.7K $3.14M
FDN
First Tr Fd Dow Jones

ETFs
-320
- 6.72%
$200.29 - $269.33 $64.1K - $86.2K
4.45K $1.2M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-157
- 1.02%
$86.12 - $108.35 $13.5K - $17K
15.3K $1.65M
ICE
Intercontinental Exchange, Inc.

Financial Services
-874
- 2.8%
$151.62 - $183.47 $133K - $160K
30.4K $5.57M
MCO
Moodys Corp

Financial Services
-22
- 0.37%
$396.7 - $501.59 $8.73K - $11K
5.9K $2.96M
IGM
Ishares Expanded Tech Sector E

ETFs
-954
- 6.28%
$79.8 - $112.34 $76.1K - $107K
14.2K $1.6M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.1K
- 2.24%
$29.15 - $44.46 $32K - $48.8K
47.9K $2.08M
IEV
Ishares Tr Europe ETF

ETFs
-898
- 1.58%
$51.8 - $64.59 $46.5K - $58K
56.1K $3.55M
EMGF
Ishares Msci Emerging Markets

ETFs
-855
- 1.57%
$41.37 - $52.07 $35.4K - $44.5K
53.7K $2.8M
VIS
Vanguard Industrial ETF

ETFs
-1.25K
- 6.51%
$220.04 - $280.07 $275K - $350K
18K $5.03M
SKYY
First Trust Cloud Computing Et

ETFs
-588
- 3.12%
$89.46 - $121.64 $52.6K - $71.5K
18.3K $2.22M
URA
Global X Uranium ETF

ETFs
-4.2K
- 14.38%
$20.26 - $38.81 $85.1K - $163K
25K $970K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-463
- 6.41%
$416.06 - $551.64 $193K - $255K
6.76K $3.73M
IVW
Ishares S&P 500 Growth ETF

ETFs
-20.5K
- 13.54%
$82.96 - $110.1 $1.7M - $2.26M
131K $14.4M
SYK
Stryker Corp

Healthcare
-68
- 0.41%
$337.37 - $395.63 $22.9K - $26.9K
16.3K $6.46M
NTRA
Natera, Inc.

Healthcare
-618
- 3.65%
$132.23 - $171.87 $81.7K - $106K
16.3K $2.76M
XLY
Select Sector Spdr Consumer Di

ETFs
-918
- 3.0%
$176.34 - $218.59 $162K - $201K
29.7K $6.45M
RTX
Raytheon Technologies Corp

Industrials
-406
- 1.11%
$113.75 - $148.48 $46.2K - $60.3K
36.1K $5.27M
MSTR
Microstrategy Inc

Technology
-400
- 7.43%
$237.95 - $421.61 $95.2K - $169K
4.98K $2.01M
VUG
Vanguard Growth ETF

ETFs
-61
- 0.74%
$329.49 - $438.4 $20.1K - $26.7K
8.21K $3.6M
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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