Keebeck Wealth Management, LLC Incresed Positions 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
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
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 1.7%
$213.65 - $479.86 $10.5K - $23.5K
2.94K $1.19M
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
WMT
Walmart Inc.

Consumer Defensive
701
+ 2.9%
$79.1 - $95.7 $55.4K - $67.1K
24.9K $2.25M
GOOG
Alphabet Inc.

Communication Services
491
+ 5.66%
$163.08 - $198.16 $80.1K - $97.3K
9.17K $1.75M
HON
Honeywell International Inc

Industrials
83
+ 0.69%
$202.84 - $236.0 $16.8K - $19.6K
12.1K $2.73M
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
ISRG
Intuitive Surgical Inc

Healthcare
101
+ 1.65%
$471.27 - $550.62 $47.6K - $55.6K
6.22K $3.25M
OWL
Blue Owl Capital Inc.

Financial Services
47
+ 0.08%
$19.51 - $24.81 $917 - $1.17K
60.4K $1.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
278
+ 3.97%
$521.84 - $558.82 $145K - $155K
7.28K $3.92M
JPM
Jpmorgan Chase & CO

Financial Services
227
+ 6.28%
$205.18 - $250.29 $46.6K - $56.8K
3.84K $921K
BMY
Bristol Myers Squibb CO

Healthcare
388
+ 1.82%
$51.92 - $59.94 $20.1K - $23.3K
21.7K $1.23M
WFC
Wells Fargo & Company

Financial Services
886
+ 24.71%
$54.98 - $77.35 $48.7K - $68.5K
4.47K $314K
GS
Goldman Sachs Group Inc

Financial Services
78
+ 9.31%
$486.1 - $608.57 $37.9K - $47.5K
916 $524K
SO
Southern CO

Utilities
1.64K
+ 47.72%
$81.5 - $94.15 $134K - $155K
5.09K $418K
VTI
Vanguard Total Stock Market Et

ETFs
320
+ 20.94%
$280.04 - $302.45 $89.6K - $96.8K
1.85K $535K
MBB
Ishares Tr

ETFs
1.65K
+ 13.38%
$91.26 - $95.82 $150K - $158K
14K $1.28M
SPOK
Spok Holdings, Inc

Healthcare
3.4K
+ 7.3%
$14.47 - $17.05 $49.2K - $58K
50K $802K
IGM
Ishares Expanded Tech Sector E

ETFs
105
+ 0.79%
$94.19 - $106.95 $9.89K - $11.2K
13.4K $1.37M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.32%
$873.59 - $994.69 $6.99K - $7.96K
2.53K $2.31M
CSCO
Cisco Systems, Inc.

Technology
761
+ 14.03%
$52.45 - $60.02 $39.9K - $45.7K
6.19K $366K
VTV
Vanguard Value ETF

ETFs
904
+ 6.26%
$168.32 - $181.87 $152K - $164K
15.4K $2.6M
BAC
Bank Of America Corp

Financial Services
604
+ 5.69%
$39.22 - $47.77 $23.7K - $28.9K
11.2K $493K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.18K
+ 2.71%
$49.79 - $51.14 $258K - $265K
196K $9.85M
IEMG
Ishares Inc

ETFs
1.31K
+ 3.29%
N/A
41.1K $2.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.73K
+ 16.75%
$87.1 - $98.49 $238K - $269K
19K $1.66M
DIS
Walt Disney CO

Communication Services
218
+ 9.68%
$92.39 - $117.6 $20.1K - $25.6K
2.47K $275K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
170
+ 3.85%
$442.29 - $483.08 $75.2K - $82.1K
4.58K $2.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
960
+ 0.89%
$176.42 - $186.91 $169K - $179K
109K $19.4M
SYK
Stryker Corp

Healthcare
154
+ 0.93%
$345.14 - $392.15 $53.2K - $60.4K
16.6K $5.99M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
390
+ 2.52%
$46.48 - $51.32 $18.1K - $20K
15.9K $765K
IFRA
Ishares Tr

ETFs
1.24K
+ 3.55%
$45.94 - $51.71 $56.8K - $63.9K
36.1K $1.67M
OEF
Ishares S&P 100 ETF

ETFs
123
+ 0.26%
N/A
46.8K $12.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
74
+ 3.69%
$178.39 - $215.0 $13.2K - $15.9K
2.08K $400K
IBM
International Business Machines Corp

Technology
135
+ 13.21%
$204.9 - $238.04 $27.7K - $32.1K
1.16K $254K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29.9K
+ 199.99%
$22.01 - $66.82 $659K - $2M
44.9K $1.02M
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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