Keebeck Wealth Management, LLC Purchases in Q4 2024

Keebeck Wealth Management, LLC

  • $670 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
153K
+ 148.88%
$50.23 - $50.46 $7.69M - $7.72M
256K $12.9M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
401K
New
$4.34 - $10.57 $1.74M - $4.23M
401K $3.49M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.1K
New
$201.32 - $217.44 $2.23M - $2.41M
11.1K $2.3M
VMC
Vulcan Materials CO

Basic Materials
8.52K
New
$237.95 - $292.31 $2.03M - $2.49M
8.52K $2.19M
GBIL
Goldman Sachs Access Treasury

ETFs
20.8K
+ 18.47%
$99.85 - $100.22 $2.08M - $2.09M
133K $13.3M
NVDA
Nvidia Corp

Technology
973
+ 0.98%
$117.0 - $148.88 $114K - $145K
99.9K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.66K
+ 5.62%
$180.88 - $232.93 $300K - $387K
31.2K $6.85M
ET
Energy Transfer LP

Energy
255
+ 0.08%
$16.05 - $19.86 $4.09K - $5.06K
322K $6.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.33K
+ 21.15%
$278.49 - $315.16 $928K - $1.05M
19.1K $5.42M
MSTR
Microstrategy Inc

Technology
2.12K
+ 75.96%
$162.69 - $473.83 $345K - $1.01M
4.92K $1.42M
NFLX
Netflix Inc

Communication Services
44
+ 1.69%
$687.65 - $936.56 $30.3K - $41.2K
2.65K $2.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
747
+ 14.95%
$567.81 - $607.81 $424K - $454K
5.74K $3.37M
IYW
Ishares Dj Us Tech ETF

ETFs
54
+ 0.09%
$148.14 - $166.23 $8K - $8.98K
59.5K $9.49M
WM
Waste Management Inc

Industrials
2.76K
+ 17.18%
$201.79 - $228.46 $557K - $630K
18.8K $3.8M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 1.7%
$213.65 - $479.86 $10.5K - $23.5K
2.94K $1.19M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.39K
New
$57.29 - $63.1 $423K - $466K
7.39K $423K
GOOGL
Alphabet Inc.

Communication Services
707
+ 5.87%
$161.86 - $196.66 $114K - $139K
12.8K $2.41M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.19K
+ 1.32%
$49.03 - $53.35 $108K - $117K
169K $8.66M
SOUN
Soundhound Ai, Inc.

Technology
12K
+ 120.0%
$4.51 - $24.23 $54.1K - $291K
22K $436K
VUG
Vanguard Growth ETF

ETFs
423
+ 5.53%
$378.79 - $428.11 $160K - $181K
8.07K $3.31M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.12K
New
$51.09 - $55.27 $364K - $393K
7.12K $363K
SPYG
Spdr Portfolio

ETFs
3.81K
New
$81.74 - $91.38 $311K - $348K
3.81K $334K
VB
Vanguard Small Cap ETF

ETFs
1.36K
New
$233.76 - $261.58 $317K - $355K
1.36K $326K
CRDO
Credo Technology Group Holding LTD

Technology
4.59K
New
$30.16 - $77.25 $138K - $355K
4.59K $309K
GOOG
Alphabet Inc.

Communication Services
491
+ 5.66%
$163.08 - $198.16 $80.1K - $97.3K
9.17K $1.75M
WMT
Walmart Inc.

Consumer Defensive
701
+ 2.9%
$79.1 - $95.7 $55.4K - $67.1K
24.9K $2.25M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.17K
New
$44.33 - $49.55 $273K - $306K
6.17K $277K
FIX
Comfort Systems Usa Inc

Industrials
604
New
$370.68 - $504.12 $224K - $304K
604 $256K
LRN
Stride, Inc.

Consumer Defensive
2.46K
New
$64.04 - $110.79 $158K - $273K
2.46K $255K
QTWO
Q2 Holdings, Inc.

Technology
2.54K
New
$77.81 - $110.85 $198K - $281K
2.54K $255K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.42K
New
$34.13 - $37.35 $253K - $277K
7.42K $253K
PLMR
Palomar Holdings, Inc.

Financial Services
2.39K
New
$88.38 - $112.17 $212K - $269K
2.39K $252K
HON
Honeywell International Inc

Industrials
83
+ 0.69%
$202.84 - $236.0 $16.8K - $19.6K
12.1K $2.73M
CRM
Salesforce, Inc.

Technology
739
New
$270.87 - $367.87 $200K - $272K
739 $247K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.55K
New
$96.64 - $101.23 $246K - $258K
2.55K $247K
SBUX
Starbucks Corp

Consumer Cyclical
3.15K
+ 47.82%
$87.44 - $102.5 $276K - $323K
9.74K $887K
MUB
Ishares National Muni Bond ETF

ETFs
3.41K
+ 5.99%
$105.78 - $108.7 $360K - $370K
60.2K $6.42M
DUOL
Duolingo, Inc.

Technology
750
New
$278.75 - $373.03 $209K - $280K
750 $243K
IGRO
Ishares Tr International Divid

ETFs
3.57K
New
$67.76 - $74.48 $242K - $266K
3.57K $242K
ISRG
Intuitive Surgical Inc

Healthcare
101
+ 1.65%
$471.27 - $550.62 $47.6K - $55.6K
6.22K $3.25M
SHYD
Vaneck Short High Yield Muni E

ETFs
10.8K
New
$22.45 - $22.81 $241K - $245K
10.8K $241K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.83K
New
$83.09 - $89.28 $235K - $252K
2.83K $240K
OWL
Blue Owl Capital Inc.

Financial Services
47
+ 0.08%
$19.51 - $24.81 $917 - $1.17K
60.4K $1.4M
STRL
Sterling Construction CO Inc

Industrials
1.4K
New
$142.94 - $199.03 $200K - $279K
1.4K $235K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.85K
New
$110.69 - $154.48 $204K - $285K
1.85K $234K
COF
Capital One Financial Corp

Financial Services
1.3K
New
$145.19 - $192.01 $188K - $249K
1.3K $230K
GILD
Gilead Sciences, Inc.

Healthcare
2.49K
New
$83.95 - $97.9 $209K - $244K
2.49K $229K
EXLS
Exl Service Holdings, Inc.

Technology
5.17K
New
$38.1 - $47.02 $197K - $243K
5.17K $229K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.27K
New
$174.04 - $205.27 $221K - $260K
1.27K $228K
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
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