Keebeck Wealth Management, LLC Sells in Q3 2024

Keebeck Wealth Management, LLC

  • $667 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-66K
- 63.64%
$76.94 - $79.54 $5.08M - $5.25M
37.7K $3M
IGF
Ishares Global Infrastructure

ETFs
-93.5K
- 92.47%
$47.97 - $54.56 $4.49M - $5.1M
7.61K $414K
USFR
Wisdomtree Floating Rate Treas

ETFs
-49.9K
- 32.68%
$50.2 - $50.48 $2.5M - $2.52M
103K $5.16M
IVV
Ishares Core S&P 500 ETF

ETFs
-9.82K
- 8.53%
$520.18 - $576.82 $5.11M - $5.66M
105K $60.7M
JPM
Jpmorgan Chase & CO

Financial Services
-10.7K
- 74.79%
$194.9 - $224.8 $2.09M - $2.41M
3.62K $762K
CSCO
Cisco Systems, Inc.

Technology
-36.7K
- 87.11%
$44.74 - $53.22 $1.64M - $1.95M
5.42K $288K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-50.7K
- 36.64%
$23.58 - $25.5 $1.19M - $1.29M
87.6K $2.23M
IEMG
Ishares Inc

ETFs
-18.1K
- 31.25%
$53.64 - $53.64 $969K - $969K
39.7K $2.13M
IXC
Ishares Tr Global Energy ETF

ETFs
-22.8K
- 65.69%
$38.94 - $42.35 $886K - $964K
11.9K $481K
IYW
Ishares Dj Us Tech ETF

ETFs
-6.61K
- 10.01%
$133.16 - $158.73 $880K - $1.05M
59.4K $9.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-20.1K
- 9.51%
$49.93 - $51.15 $1M - $1.03M
191K $9.78M
SHV
Ishares Tr

ETFs
-7.03K
- 26.48%
$110.05 - $110.63 $773K - $777K
19.5K $2.16M
MRK
Merck & Co., Inc.

Healthcare
-1.27K
- 2.18%
$111.15 - $128.97 $141K - $164K
56.9K $6.46M
PINS
Pinterest, Inc.

Communication Services
-255
- 0.41%
$28.66 - $43.51 $7.31K - $11.1K
61.5K $1.99M
NVDA
Nvidia Corp

Technology
-2.4K
- 2.37%
$98.91 - $134.91 $237K - $324K
98.9K $12M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-8.55K
- 10.04%
$113.45 - $126.18 $970K - $1.08M
76.6K $9.67M
COP
Conocophillips

Energy
-501
- 1.34%
$102.3 - $116.61 $51.3K - $58.4K
36.9K $3.89M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-4.78K
- 24.83%
$109.24 - $121.48 $522K - $580K
14.5K $1.73M
GOOGL
Alphabet Inc.

Communication Services
-649
- 5.11%
$148.65 - $191.18 $96.5K - $124K
12K $2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.69K
- 27.54%
$59.93 - $66.52 $341K - $379K
15K $995K
GLD
Spdr Gold Trust

ETFs
-2.47K
- 23.3%
$215.56 - $246.98 $531K - $609K
8.12K $1.97M
VHT
Vanguard Health Care ETF

ETFs
-1.79K
- 13.28%
$261.88 - $288.1 $469K - $516K
11.7K $3.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-323
- 1.08%
$161.02 - $200.0 $52K - $64.6K
29.6K $5.51M
VGT
Vanguard Information Technolog

ETFs
-1.13K
- 2.57%
$514.43 - $606.85 $581K - $685K
42.8K $25.1M
DFAE
Dimensional ETF Tr

ETFs
-10.9K
- 14.58%
$24.46 - $27.82 $266K - $302K
63.6K $1.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.41K
- 5.61%
$162.64 - $179.3 $1.04M - $1.15M
108K $19.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-518
- 24.29%
$332.02 - $382.76 $172K - $198K
1.62K $606K
NKE
Nike, Inc.

Consumer Cyclical
-3.01K
- 35.1%
$71.09 - $89.44 $214K - $269K
5.56K $491K
IWD
Ishares Russell 1000 Val ETF

ETFs
-963
- 43.52%
$173.36 - $189.8 $167K - $183K
1.25K $237K
SUB
Ishares Short Term National Mu

ETFs
-1.63K
- 10.67%
$104.3 - $106.3 $170K - $174K
13.7K $1.45M
FDN
First Tr Fd Dow Jones

ETFs
-836
- 14.8%
$183.68 - $212.48 $154K - $178K
4.81K $1.02M
HON
Honeywell International Inc

Industrials
-232
- 1.89%
$196.73 - $220.21 $45.6K - $51.1K
12K $2.48M
EMR
Emerson Electric CO

Industrials
-918
- 2.54%
$98.19 - $118.87 $90.1K - $109K
35.3K $3.86M
EOG
Eog Resources Inc

Energy
-592
- 3.17%
$117.9 - $132.65 $69.8K - $78.5K
18.1K $2.22M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2K
- 35.98%
$57.96 - $65.72 $116K - $131K
3.56K $212K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.77K
- 12.04%
$83.76 - $91.82 $316K - $346K
27.5K $2.51M
VGSH
Vanguard

ETFs
-2.02K
- 16.62%
$57.74 - $59.13 $117K - $120K
10.1K $598K
XLE
Energy Sector Spdr

ETFs
-1.03K
- 22.65%
$84.35 - $93.39 $86.8K - $96.1K
3.51K $308K
URI
United Rentals, Inc.

Industrials
-300
- 27.88%
$627.41 - $814.1 $188K - $244K
776 $628K
MOS
Mosaic CO

Basic Materials
-288
- 1.14%
$24.54 - $30.61 $7.07K - $8.82K
25K $670K
ADI
Analog Devices Inc

Technology
-441
- 1.81%
$200.56 - $243.33 $88.4K - $107K
23.9K $5.5M
TXN
Texas Instruments Inc

Technology
-285
- 1.1%
$194.6 - $194.6 $55.5K - $55.5K
25.5K $4.97M
IEFA
Ishares Tr

ETFs
-971
- 23.82%
$70.09 - $78.74 $68.1K - $76.5K
3.11K $242K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.13K
- 2.28%
$59.61 - $60.15 $67.2K - $67.8K
48.3K $2.89M
TRNS
Transcat Inc

Industrials
-551
- 4.22%
$107.6 - $144.07 $59.3K - $79.4K
12.5K $1.51M
XLP
Consumer Staples Sector Spdr

ETFs
-481
- 2.62%
$76.04 - $76.04 $36.6K - $36.6K
17.9K $1.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.14K
- 3.68%
$84.77 - $97.13 $436K - $499K
134K $12.9M
ADBE
Adobe Inc.

Technology
-46
- 8.88%
$508.13 - $586.55 $23.4K - $27K
472 $244K
F
Ford Motor CO

Consumer Cyclical
-275
- 1.42%
$9.71 - $14.55 $2.67K - $4K
19.1K $202K
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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