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
Blackrock Inc
225
New
N/A
225 $0
Jacobs Solutions Inc
9.81K
+ 39.24%
N/A
34.8K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
32
+ 2.56%
$183.23 - $199.79 $5.86K - $6.39K
1.28K $237K
Qxo Inc
35.9K
New
N/A
35.9K $0
Liberty Media Corp Del
2.57K
New
N/A
2.57K $0
ADBE
Adobe Inc.

Technology
61
+ 12.92%
$437.39 - $552.96 $26.7K - $33.7K
533 $237K
ORCL
Oracle Corp

Technology
78
+ 1.37%
$165.41 - $192.43 $12.9K - $15K
5.75K $958K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.27K
+ 100.0%
$22.63 - $47.53 $119K - $251K
10.5K $239K
ABT
Abbott Laboratories

Healthcare
23
+ 0.14%
$111.93 - $119.39 $2.57K - $2.75K
16.9K $1.91M
MDT
Medtronic PLC

Healthcare
233
+ 7.21%
$79.61 - $92.24 $18.5K - $21.5K
3.46K $276K
MT
Arcelor Mittal

Basic Materials
80
+ 0.8%
$22.93 - $26.51 $1.83K - $2.12K
10.1K $233K
UNP
Union Pacific Corp

Industrials
59
+ 2.28%
$223.15 - $249.32 $13.2K - $14.7K
2.65K $603K
IVE
Ishares S&P 500 Value ETF

ETFs
766
+ 2.65%
$189.5 - $206.17 $145K - $158K
29.7K $5.67M
KO
Coca Cola CO

Consumer Defensive
224
+ 4.0%
$61.74 - $71.71 $13.8K - $16.1K
5.82K $362K
PG
Procter & Gamble CO

Consumer Defensive
135
+ 1.09%
$161.05 - $179.7 $21.7K - $24.3K
12.5K $2.1M
AMAT
Applied Materials Inc

Technology
181
+ 9.36%
$161.44 - $213.89 $29.2K - $38.7K
2.11K $343K
TMO
Thermo Fisher Scientific Inc.

Healthcare
42
+ 5.04%
$501.29 - $612.85 $21.1K - $25.7K
875 $455K
FANG
Diamondback Energy, Inc.

Energy
1
+ 0.01%
$153.06 - $199.5 $153 - $200
7.14K $1.17M
AMD
Advanced Micro Devices Inc

Technology
163
+ 8.15%
$118.88 - $172.8 $19.4K - $28.2K
2.16K $261K
AMGN
Amgen Inc

Healthcare
103
+ 6.53%
$258.78 - $328.31 $26.7K - $33.8K
1.68K $438K
TGT
Target Corp

Consumer Defensive
58
+ 1.27%
$121.59 - $160.69 $7.05K - $9.32K
4.61K $623K
LMT
Lockheed Martin Corp

Industrials
45
+ 3.87%
$479.66 - $614.62 $21.6K - $27.7K
1.21K $587K
HD
Home Depot, Inc.

Consumer Cyclical
63
+ 0.62%
$385.02 - $431.37 $24.3K - $27.2K
10.2K $3.96M
DOW
Dow Inc.

Basic Materials
93
+ 0.91%
$39.1 - $55.34 $3.64K - $5.15K
10.3K $413K
NEE
Nextera Energy Inc

Utilities
100
+ 0.79%
$69.77 - $85.43 $6.98K - $8.54K
12.8K $920K
COP
Conocophillips

Energy
498
+ 1.35%
$95.12 - $114.72 $47.4K - $57.1K
37.4K $3.71M
PHM
Pultegroup Inc

Consumer Cyclical
162
+ 2.88%
$108.86 - $149.04 $17.6K - $24.1K
5.79K $630K
ICE
Intercontinental Exchange, Inc.

Financial Services
754
+ 2.48%
$148.29 - $166.93 $112K - $126K
31.1K $4.63M
IEV
Ishares Tr Europe ETF

ETFs
1.97K
+ 3.25%
$52.03 - $57.63 $103K - $114K
62.6K $3.26M
DHI
Horton D R Inc

Consumer Cyclical
69
+ 1.15%
$137.24 - $194.56 $9.47K - $13.4K
6.08K $850K
ADI
Analog Devices Inc

Technology
134
+ 0.56%
$206.35 - $236.48 $27.7K - $31.7K
24K $5.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.02K
+ 2.99%
$55.45 - $61.08 $167K - $184K
104K $5.75M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
98
+ 0.06%
$26.65 - $29.34 $2.61K - $2.88K
172K $4.66M
BCAT
Black Rock Capital Allocation Trust

ETFs
239
+ 0.07%
$15.1 - $16.65 $3.61K - $3.98K
367K $5.56M
EFG
Msci Eafe Growth ETF

ETFs
7.82K
+ 5.99%
$96.83 - $106.88 $757K - $836K
138K $13.4M
MRK
Merck & Co., Inc.

Healthcare
45
+ 0.08%
$96.31 - $114.76 $4.33K - $5.16K
57K $5.67M
KLAC
Kla Corp

Technology
119
+ 1.42%
$614.46 - $829.55 $73.1K - $98.7K
8.48K $5.35M
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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