Keebeck Wealth Management, LLC Sells in Q4 2024

Keebeck Wealth Management, LLC

  • $670 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-32K
- 30.62%
$134.53 - $150.65 $4.31M - $4.83M
72.6K $9.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38.5K
- 53.5%
$113.92 - $127.38 $4.38M - $4.9M
33.4K $3.85M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-32.1K
- 85.06%
$77.86 - $79.27 $2.5M - $2.54M
5.64K $439K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-41.1K
- 85.14%
$59.74 - $60.03 $2.46M - $2.47M
7.18K $429K
EFV
Msci Eafe Value ETF

ETFs
-4.76K
- 1.8%
$51.78 - $57.15 $246K - $272K
259K $13.6M
GPC
Genuine Parts CO

Consumer Cyclical
-10.7K
- 80.9%
$113.11 - $143.63 $1.21M - $1.53M
2.52K $294K
XLV
Select Sector Spdr Fund Health

ETFs
-2.28K
- 3.55%
$136.28 - $154.74 $311K - $353K
62K $8.53M
LLY
Eli Lilly & CO

Healthcare
-421
- 5.17%
$727.2 - $932.06 $306K - $392K
7.73K $5.96M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.78K
- 3.59%
$570.51 - $610.59 $2.15M - $2.31M
101K $59.7M
SHV
Ishares Tr

ETFs
-8.54K
- 43.77%
$109.92 - $110.57 $938K - $944K
11K $1.21M
FCX
Freeport Mcmoran Inc

Basic Materials
-4.25K
- 8.08%
$38.08 - $50.82 $162K - $216K
48.3K $1.84M
ZTS
Zoetis Inc.

Healthcare
-390
- 1.83%
$162.24 - $194.42 $63.3K - $75.8K
21K $3.42M
LOW
Lowes Companies Inc

Consumer Cyclical
-280
- 1.02%
$244.52 - $284.07 $68.5K - $79.5K
27.1K $6.69M
VHT
Vanguard Health Care ETF

ETFs
-920
- 7.87%
$250.81 - $283.3 $231K - $261K
10.8K $2.73M
SUB
Ishares Short Term National Mu

ETFs
-5.09K
- 37.22%
$104.94 - $106.2 $534K - $541K
8.59K $906K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.46K
- 7.38%
$45.07 - $47.1 $336K - $352K
93.6K $4.23M
ABBV
Abb Vie Inc.

Healthcare
-141
- 0.56%
$164.99 - $203.87 $23.3K - $28.7K
25K $4.44M
EMGF
Ishares Msci Emerging Markets

ETFs
-3.23K
- 5.16%
$45.23 - $51.49 $146K - $166K
59.4K $2.69M
PINS
Pinterest, Inc.

Communication Services
-6.82K
- 11.1%
$28.24 - $34.15 $193K - $233K
54.6K $1.58M
GLD
Spdr Gold Trust

ETFs
-1.62K
- 19.99%
$236.59 - $257.5 $384K - $418K
6.49K $1.57M
MSFT
Microsoft Corp

Technology
-18
- 0.04%
$406.35 - $454.46 $7.31K - $8.18K
42.8K $18.1M
CMCSA
Comcast Corp

Communication Services
-506
- 0.6%
$37.39 - $45.14 $18.9K - $22.8K
83.5K $3.13M
FSLR
First Solar, Inc.

Technology
-2
- 0.04%
$175.88 - $240.66 $352 - $481
5.02K $884K
IWM
Ishares Russell 2000 ETF

ETFs
-1.63K
- 9.77%
$216.13 - $242.4 $351K - $394K
15K $3.32M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2K
- 17.39%
$99.04 - $109.59 $198K - $219K
9.5K $945K
HLNE
Hamilton Lane Inc

Financial Services
-85
- 0.66%
$147.78 - $201.62 $12.6K - $17.1K
12.8K $1.89M
IBB
Ishares Biotechnology ETF

ETFs
-1K
- 15.87%
$131.21 - $148.85 $131K - $149K
5.3K $700K
RTX
Raytheon Technologies Corp

Industrials
-149
- 0.4%
$114.45 - $127.21 $17.1K - $19K
36.7K $4.24M
TRNS
Transcat Inc

Industrials
-79
- 0.63%
$95.41 - $132.7 $7.54K - $10.5K
12.4K $1.31M
JNJ
Johnson & Johnson

Healthcare
-422
- 7.23%
$143.34 - $165.86 $60.5K - $70K
5.41K $782K
CPNG
Coupang, Inc.

Consumer Cyclical
-333
- 0.61%
$21.98 - $26.89 $7.32K - $8.95K
54.7K $1.2M
QCOM
Qualcomm Inc

Technology
-376
- 8.74%
$150.4 - $178.04 $56.6K - $66.9K
3.92K $602K
NKE
Nike, Inc.

Consumer Cyclical
-600
- 10.79%
$73.36 - $89.13 $44K - $53.5K
4.96K $375K
IWN
Ishares Russell2000 Val ETF

ETFs
-550
- 15.65%
$162.69 - $181.35 $89.5K - $99.7K
2.96K $486K
CLSK
Cleanspark, Inc.

Technology
-10K
- 21.74%
$8.61 - $17.63 $86.1K - $176K
36K $331K
XLE
Energy Sector Spdr

ETFs
-1.01K
- 28.63%
$83.32 - $97.27 $83.8K - $97.9K
2.51K $214K
F
Ford Motor CO

Consumer Cyclical
-8.06K
- 42.08%
$9.69 - $11.4 $78.1K - $91.8K
11.1K $109K
VGSH
Vanguard

ETFs
-1.41K
- 13.85%
$58.02 - $58.88 $81.5K - $82.7K
8.74K $508K
VDC
Vanguard Consumer Staples ETF

ETFs
-10
- 0.08%
$210.96 - $223.62 $2.11K - $2.24K
11.8K $2.5M
AXP
American Express CO

Financial Services
-426
- 27.33%
$267.35 - $305.57 $114K - $130K
1.13K $336K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-162
- 0.59%
$88.59 - $94.57 $14.4K - $15.3K
27.4K $2.43M
DGRO
Ishares Core Dividend Growth E

ETFs
-868
- 11.74%
$60.73 - $64.94 $52.7K - $56.4K
6.52K $400K
IGF
Ishares Global Infrastructure

ETFs
-805
- 10.58%
$51.2 - $55.7 $41.2K - $44.8K
6.81K $355K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-141
- 16.19%
$417.69 - $450.94 $58.9K - $63.6K
730 $310K
SPGI
S&P Global Inc.

Financial Services
-6
- 0.22%
$480.36 - $529.17 $2.88K - $3.18K
2.76K $1.38M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-42
- 0.29%
$115.64 - $129.74 $4.86K - $5.45K
14.4K $1.68M
CVX
Chevron Corp

Energy
-296
- 8.72%
$141.15 - $162.53 $41.8K - $48.1K
3.1K $448K
IAU
Ishares Gold Trust

ETFs
-879
- 7.31%
$48.37 - $52.65 $42.5K - $46.3K
11.1K $551K
VAW
Vanguard Materials ETF

ETFs
-1
- 0.06%
$186.91 - $215.32 $187 - $215
1.75K $329K
Activity Summary
Buys All Purchases 138 New Holdings 45 Increased Positions 93 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Keebeck Wealth Management, LLC Portfolio

Follow Keebeck Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keebeck Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keebeck Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email