Keebeck Wealth Management, LLC Reduced Holdings in Q3 2024

Keebeck Wealth Management, LLC

  • $667 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYH
Ishares Tr

ETFs
-859
- 13.91%
$60.29 - $66.38 $51.8K - $57K
5.32K $345K
GPC
Genuine Parts CO

Consumer Cyclical
-267
- 1.98%
$131.04 - $147.11 $35K - $39.3K
13.2K $1.84M
VBK
Vanguard Small Cap Growth ETF

ETFs
-114
- 8.96%
$240.48 - $267.94 $27.4K - $30.5K
1.16K $309K
AMD
Advanced Micro Devices Inc

Technology
-47
- 2.29%
$128.67 - $183.96 $6.05K - $8.65K
2K $328K
Jacobs Solutions Inc
-558
- 2.18%
N/A
25K $0
Ishares Bitcoin Trust ETF
-3.36K
- 4.54%
N/A
70.6K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-142
- 1.82%
$434.77 - $502.96 $61.7K - $71.4K
7.67K $3.74M
AMGN
Amgen Inc

Healthcare
-44
- 2.71%
$309.38 - $337.38 $13.6K - $14.8K
1.58K $508K
XLF
Financial Sector Spdr

ETFs
-2.77K
- 9.04%
$40.84 - $45.74 $113K - $127K
27.8K $1.26M
XLB
Select Sector Spdr Fd Material

ETFs
-261
- 6.47%
$86.95 - $97.09 $22.7K - $25.3K
3.78K $363K
HSY
Hershey CO

Consumer Defensive
-246
- 3.15%
$182.45 - $203.25 $44.9K - $50K
7.56K $1.45M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-14
- 0.09%
$45.6 - $46.83 $638 - $656
16.3K $763K
IWN
Ishares Russell2000 Val ETF

ETFs
-220
- 5.89%
$150.05 - $171.34 $33K - $37.7K
3.51K $586K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-636
- 3.05%
$91.41 - $101.59 $58.1K - $64.6K
20.2K $2.05M
FCX
Freeport Mcmoran Inc

Basic Materials
-998
- 1.86%
$39.52 - $51.92 $39.4K - $51.8K
52.6K $2.62M
MDT
Medtronic PLC

Healthcare
-199
- 5.8%
$76.84 - $91.03 $15.3K - $18.1K
3.23K $290K
DGRO
Ishares Core Dividend Growth E

ETFs
-214
- 2.81%
$57.47 - $62.76 $12.3K - $13.4K
7.39K $463K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-32
- 0.46%
$57.32 - $62.65 $1.83K - $2K
6.85K $427K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-317
- 5.01%
$38.04 - $45.36 $12.1K - $14.4K
6.02K $268K
COST
Costco Wholesale Corp

Consumer Defensive
-72
- 2.78%
$801.83 - $917.05 $57.7K - $66K
2.52K $2.23M
KIE
Spdr S&P Insurance ETF

ETFs
-147
- 2.57%
$49.44 - $56.87 $7.27K - $8.36K
5.57K $316K
VFH
Vanguard Financial ETF

ETFs
-1.01K
- 7.07%
$99.27 - $111.21 $100K - $112K
13.3K $1.46M
CAT
Caterpillar Inc

Industrials
-16
- 2.29%
$316.8 - $391.12 $5.07K - $6.26K
682 $266K
IBB
Ishares Biotechnology ETF

ETFs
-123
- 1.91%
$135.09 - $149.47 $16.6K - $18.4K
6.3K $917K
AXP
American Express CO

Financial Services
-28
- 1.76%
$225.92 - $271.17 $6.33K - $7.59K
1.56K $422K
IFRA
Ishares Tr

ETFs
-2.7K
- 7.18%
$41.55 - $46.97 $112K - $127K
34.9K $1.64M
NOC
Northrop Grumman Corp

Industrials
-14
- 1.79%
$423.73 - $533.14 $5.93K - $7.46K
767 $404K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5K
- 11.11%
$33.89 - $41.64 $169K - $208K
40K $1.59M
JNJ
Johnson & Johnson

Healthcare
-78
- 1.32%
$145.48 - $167.38 $11.3K - $13.1K
5.84K $945K
VDC
Vanguard Consumer Staples ETF

ETFs
-505
- 4.09%
$201.77 - $221.32 $102K - $112K
11.8K $2.59M
XLU
Utilities Sector Spdr

ETFs
-121
- 1.56%
$67.67 - $80.78 $8.19K - $9.77K
7.64K $616K
SPY
Spdr S&P 500 ETF Trust

ETFs
-87
- 1.71%
$517.38 - $573.86 $45K - $49.9K
5K $2.87M
V
Visa Inc.

Financial Services
-462
- 2.51%
$253.74 - $291.56 $117K - $135K
17.9K $4.93M
VIS
Vanguard Industrial ETF

ETFs
-1.55K
- 7.44%
$232.12 - $260.07 $360K - $403K
19.3K $5.01M
ABT
Abbott Laboratories

Healthcare
-482
- 2.78%
$100.07 - $118.13 $48.2K - $56.9K
16.9K $1.92M
RKT
Rocket Companies, Inc.

Financial Services
-15K
- 19.4%
$13.16 - $20.81 $197K - $312K
62.3K $1.2M
PHM
Pultegroup Inc

Consumer Cyclical
-321
- 5.39%
$103.95 - $144.98 $33.4K - $46.5K
5.63K $807K
NEE
Nextera Energy Inc

Utilities
-189
- 1.46%
$69.9 - $84.97 $13.2K - $16.1K
12.7K $1.08M
DE
Deere & CO

Industrials
-66
- 1.52%
$344.84 - $418.0 $22.8K - $27.6K
4.29K $1.79M
SPGI
S&P Global Inc.

Financial Services
-40
- 1.42%
$446.32 - $527.38 $17.9K - $21.1K
2.77K $1.43M
VTV
Vanguard Value ETF

ETFs
-69
- 0.48%
$159.75 - $174.57 $11K - $12K
14.4K $2.52M
CMCSA
Comcast Corp

Communication Services
-633
- 0.75%
$37.33 - $41.78 $23.6K - $26.4K
84K $3.51M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-5.88K
- 3.31%
$26.43 - $29.86 $155K - $176K
172K $5.08M
EFG
Msci Eafe Growth ETF

ETFs
-4.84K
- 3.58%
$96.84 - $108.77 $469K - $526K
130K $14M
SYK
Stryker Corp

Healthcare
-395
- 2.34%
$315.94 - $371.96 $125K - $147K
16.5K $5.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 1.34%
$405.19 - $478.57 $24.3K - $28.7K
4.41K $2.03M
ISRG
Intuitive Surgical Inc

Healthcare
-129
- 2.06%
$416.14 - $494.01 $53.7K - $63.7K
6.12K $3.01M
AJG
Arthur J. Gallagher & Co.

Financial Services
-464
- 2.86%
$259.22 - $299.75 $120K - $139K
15.8K $4.43M
DHI
Horton D R Inc

Consumer Cyclical
-473
- 7.29%
$135.21 - $197.06 $64K - $93.2K
6.01K $1.15M
Activity Summary
Buys All Purchases 93 New Holdings 19 Increased Positions 74 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 1
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