Keebeck Wealth Management, LLC Closed Holding Positions

Keebeck Wealth Management, LLC

  • $655 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ROP
Roper Technologies Inc

Industrials
Q3 2020 Filed on Nov 02, 2020
29
$386.25 - $453.18 $11.2K - $13.1K
MSI
Motorola Solutions, Inc.

Technology
Q3 2020 Filed on Nov 02, 2020
22
$128.42 - $158.18 $2.83K - $3.48K
RGEN
Repligen Corp

Healthcare
Q3 2020 Filed on Nov 02, 2020
60
$122.51 - $158.27 $7.35K - $9.5K
Mylan N V Shs Euro
Q3 2020 Filed on Nov 02, 2020
1,118
N/A
PSTG
Pure Storage, Inc.

Technology
Q3 2020 Filed on Nov 02, 2020
1,000
$14.4 - $18.16 $14.4K - $18.2K
NVT
N Vent Electric PLC

Industrials
Q3 2020 Filed on Nov 02, 2020
25
$17.11 - $19.84 $428 - $496
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2020 Filed on Nov 02, 2020
500
$29.24 - $33.37 $14.6K - $16.7K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
972
$3.45 - $4.61 $3.35K - $4.48K
XLC
Select Sector Spdr Tr Communic

ETFs
Q3 2020 Filed on Nov 02, 2020
2,408
$55.2 - $65.14 $133K - $157K
SPG
Simon Property Group Inc

Real Estate
Q3 2020 Filed on Nov 02, 2020
84
$60.42 - $74.12 $5.08K - $6.23K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q3 2020 Filed on Nov 02, 2020
87
$72.62 - $86.26 $6.32K - $7.5K
MCK
Mckesson Corp

Healthcare
Q3 2020 Filed on Nov 02, 2020
211
$140.89 - $159.9 $29.7K - $33.7K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Nov 02, 2020
481
$141.89 - $158.84 $68.2K - $76.4K
KMI
Kinder Morgan, Inc.

Energy
Q3 2020 Filed on Nov 02, 2020
4,730
$12.23 - $15.19 $57.8K - $71.8K
JCI
Johnson Controls International PLC

Industrials
Q3 2020 Filed on Nov 02, 2020
132
$33.38 - $42.97 $4.41K - $5.67K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
13
$15.48 - $25.94 $201 - $337
LH
Laboratory Corp Of America Holdings

Healthcare
Q3 2020 Filed on Nov 02, 2020
8
$167.03 - $201.3 $1.34K - $1.61K
STAR
Istar Inc.

Real Estate
Q3 2020 Filed on Nov 02, 2020
2,500
$11.28 - $13.0 $28.2K - $32.5K
LRCX
Lam Research Corp

Technology
Q3 2020 Filed on Nov 02, 2020
150
$293.99 - $384.96 $44.1K - $57.7K
LDOS
Leidos Holdings, Inc.

Technology
Q3 2020 Filed on Nov 02, 2020
48
$85.04 - $98.3 $4.08K - $4.72K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 02, 2020
9
$294.76 - $398.29 $2.65K - $3.58K
United Technologies
Q2 2020 Filed on Aug 06, 2020
13,337
N/A
CIM
Chimera Investment Corp

Real Estate
Q2 2020 Filed on Aug 06, 2020
60,866
$6.5 - $11.64 $396K - $708K
Hi Crush Partners LP Com Unit Partner Ints
Q2 2020 Filed on Aug 06, 2020
200,000
N/A
GOGO
Gogo Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
30,000
$1.4 - $3.48 $42K - $104K
Raytheon CO Com New
Q2 2020 Filed on Aug 06, 2020
4,518
N/A
PRU
Prudential Financial Inc

Financial Services
Q1 2020 Filed on May 14, 2020
8,680
$39.22 - $97.1 $340K - $843K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
525
$45.15 - $88.78 $23.7K - $46.6K
Preferred Apt Cmntys Inc Com
Q1 2020 Filed on May 14, 2020
1,000
N/A
BEP
Brookfield Renewable Partners L.P.

Utilities
Q1 2020 Filed on May 14, 2020
500
$16.38 - $30.35 $8.19K - $15.2K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2020 Filed on May 14, 2020
228
$27.49 - $51.48 $6.27K - $11.7K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2020 Filed on May 14, 2020
64
$4.25 - $12.55 $272 - $803
AIG
American International Group, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
558
$18.78 - $54.47 $10.5K - $30.4K
ATI
Allegheny Technologies Inc

Industrials
Q1 2020 Filed on May 14, 2020
5,000
$5.23 - $20.6 $26.2K - $103K
Aon PLC Shs Cl A
Q1 2020 Filed on May 14, 2020
51
N/A
Aphria Inc Com
Q1 2020 Filed on May 14, 2020
270
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
47
$1152.24 - $2086.9 $54.2K - $98.1K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
800
$22.33 - $135.05 $17.9K - $108K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2020 Filed on May 14, 2020
533
$23.26 - $41.72 $12.4K - $22.2K
SNA
Snap On Inc

Industrials
Q1 2020 Filed on May 14, 2020
74
$95.57 - $170.0 $7.07K - $12.6K
Alps ETF Tr Alerian Mlp ETF
Q1 2020 Filed on May 14, 2020
5,000
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2020 Filed on May 14, 2020
59
$30.46 - $45.91 $1.8K - $2.71K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q1 2020 Filed on May 14, 2020
9,400
$10.4 - $22.44 $97.8K - $211K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
38
$2.86 - $10.32 $109 - $392
MPC
Marathon Petroleum Corp

Energy
Q1 2020 Filed on May 14, 2020
1,768
$16.62 - $61.91 $29.4K - $109K
GWRE
Guidewire Software, Inc.

Technology
Q1 2020 Filed on May 14, 2020
325
$76.06 - $122.6 $24.7K - $39.8K
HAL
Halliburton CO

Energy
Q1 2020 Filed on May 14, 2020
494
$4.61 - $25.39 $2.28K - $12.5K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
2,425
$44.73 - $105.78 $108K - $257K
DVYE
Ishares Emerging Markets Divid

ETFs
Q1 2020 Filed on May 14, 2020
543
$25.94 - $41.99 $14.1K - $22.8K
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