Keebeck Wealth Management, LLC Portfolio Holdings

Keebeck Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $667 Million distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.7M, Vanguard Information Technolog with a value of $25.1M, Ishares Msci Usa Quality Facto with a value of $19.3M, Microsoft Corp with a value of $18.4M, and Apple Inc. with a value of $18.1M.

Examining the 13F form we can see an decrease of $3.25M in the current position value, from $671M to 667M.

Keebeck Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Keebeck Wealth Management, LLC portfolio as well as his latest detailed transactions.