Keebeck Wealth Management, LLC Closed Holding Positions

Keebeck Wealth Management, LLC

  • $655 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RL
Ralph Lauren Corp

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
550
$64.89 - $81.27 $35.7K - $44.7K
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2020 Filed on Nov 02, 2020
150
$172.42 - $192.79 $25.9K - $28.9K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Nov 02, 2020
3,440
$34.67 - $43.16 $119K - $148K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q3 2020 Filed on Nov 02, 2020
2,176
$43.25 - $54.31 $94.1K - $118K
AZN
Astrazeneca PLC

Healthcare
Q3 2020 Filed on Nov 02, 2020
429
$53.07 - $61.1 $22.8K - $26.2K
NVS
Novartis Ag

Healthcare
Q3 2020 Filed on Nov 02, 2020
522
$82.14 - $91.0 $42.9K - $47.5K
PAAS
Pan American Silver Corp

Basic Materials
Q3 2020 Filed on Nov 02, 2020
50
$29.24 - $39.15 $1.46K - $1.96K
PSX
Phillips 66

Energy
Q3 2020 Filed on Nov 02, 2020
965
$51.84 - $69.11 $50K - $66.7K
PAA
Plains All American Pipeline LP

Energy
Q3 2020 Filed on Nov 02, 2020
3,000
$5.46 - $8.84 $16.4K - $26.5K
PWR
Quanta Services, Inc.

Industrials
Q3 2020 Filed on Nov 02, 2020
1,000
$36.16 - $53.34 $36.2K - $53.3K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q3 2020 Filed on Nov 02, 2020
39
$89.88 - $109.24 $3.51K - $4.26K
BETZ
Listed Fds Trroundhill Sports
Q3 2020 Filed on Nov 02, 2020
1,000
N/A
Royal Dutch Shell PLC Sponsored Adr Repstg B Shs
Q3 2020 Filed on Nov 02, 2020
199
N/A
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 02, 2020
1,000
$23.93 - $31.98 $23.9K - $32K
SAP
Sap Se

Technology
Q3 2020 Filed on Nov 02, 2020
246
$140.08 - $169.02 $34.5K - $41.6K
SNN
Smith & Nephew PLC

Healthcare
Q3 2020 Filed on Nov 02, 2020
265
$37.35 - $42.16 $9.9K - $11.2K
UL
Unilever PLC

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
467
$53.71 - $62.47 $25.1K - $29.2K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q3 2020 Filed on Nov 02, 2020
300
$52.64 - $63.64 $15.8K - $19.1K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2020 Filed on Nov 02, 2020
755
$49.42 - $54.25 $37.3K - $41K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q3 2020 Filed on Nov 02, 2020
300
$43.29 - $56.21 $13K - $16.9K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q3 2020 Filed on Nov 02, 2020
594
$26.86 - $32.12 $16K - $19.1K
MU
Micron Technology Inc

Technology
Q3 2020 Filed on Nov 02, 2020
145
$42.66 - $52.64 $6.19K - $7.63K
KR
Kroger CO

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
87
$32.02 - $36.6 $2.79K - $3.18K
ATHX
Athersys, Inc

Healthcare
Q3 2020 Filed on Nov 02, 2020
4,500
$1.91 - $3.08 $8.6K - $13.9K
AXON
Axon Enterprise, Inc.

Industrials
Q3 2020 Filed on Nov 02, 2020
3,265
$79.23 - $100.34 $259K - $328K
BHP
Bhp Group LTD

Basic Materials
Q3 2020 Filed on Nov 02, 2020
170
$44.11 - $51.72 $7.5K - $8.79K
BSX
Boston Scientific Corp

Healthcare
Q3 2020 Filed on Nov 02, 2020
135
$34.44 - $42.23 $4.65K - $5.7K
Brookfield Infrastructure Corporation Registered Shs A
Q3 2020 Filed on Nov 02, 2020
41
N/A
Cloudera Inc
Q3 2020 Filed on Nov 02, 2020
1,500
N/A
CSX
Csx Corp

Industrials
Q3 2020 Filed on Nov 02, 2020
865
$22.51 - $26.76 $19.5K - $23.1K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
17
$189.1 - $223.32 $3.21K - $3.8K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q3 2020 Filed on Nov 02, 2020
5,000
$8.0 - $10.19 $40K - $51K
DEO
Diageo PLC

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
269
$127.94 - $149.93 $34.4K - $40.3K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q3 2020 Filed on Nov 02, 2020
360
$40.75 - $43.59 $14.7K - $15.7K
FNV
Franco Nevada Corp

Basic Materials
Q3 2020 Filed on Nov 02, 2020
300
$135.81 - $163.4 $40.7K - $49K
FDT
First Trust Developed Markets

ETFs
Q3 2020 Filed on Nov 02, 2020
149
$47.12 - $51.98 $7.02K - $7.75K
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Nov 02, 2020
341
$38.11 - $42.99 $13K - $14.7K
GWW
W.W. Grainger, Inc.

Industrials
Q3 2020 Filed on Nov 02, 2020
20
$307.96 - $370.5 $6.16K - $7.41K
Gw Pharmaceutic PLC F Sponsored Adr
Q3 2020 Filed on Nov 02, 2020
50
N/A
HUM
Humana Inc

Healthcare
Q3 2020 Filed on Nov 02, 2020
5
$381.58 - $427.77 $1.91K - $2.14K
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
29
$206.85 - $237.74 $6K - $6.89K
LUV
Southwest Airlines CO

Industrials
Q3 2020 Filed on Nov 02, 2020
2,523
$30.89 - $42.1 $77.9K - $106K
ITB
Ishares Tr

ETFs
Q3 2020 Filed on Nov 02, 2020
832
$43.11 - $56.77 $35.9K - $47.2K
HPQ
Hp Inc

Technology
Q3 2020 Filed on Nov 02, 2020
421
$16.41 - $19.85 $6.91K - $8.36K
HOLX
Hologic Inc

Healthcare
Q3 2020 Filed on Nov 02, 2020
150
$56.85 - $73.32 $8.53K - $11K
CATH
Global X Fds Global X S&P 500

ETFs
Q3 2020 Filed on Nov 02, 2020
100
$38.34 - $44.14 $3.83K - $4.41K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2020 Filed on Nov 02, 2020
1,890
$76.18 - $86.84 $144K - $164K
Flir Systems Inc
Q3 2020 Filed on Nov 02, 2020
388
N/A
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2020 Filed on Nov 02, 2020
125
$60.96 - $69.4 $7.62K - $8.68K
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