Keebeck Wealth Management, LLC Portfolio Holdings
Q3 2025•354 long positions•$841.8M portfolio value
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Holding375 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $53.0M 6.3% | -$2.4M Sold | — 79.2K shares | 82.8K → 79.2K −$2.4M | -4.29% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $29.1M 3.46% | — | — 39.0K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $27.2M 3.23% | +$17.2M Bought | — 293.9K shares | 108.0K → 293.9K +$17.2M | +172.06% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $22.3M 2.65% | -$77.7K Sold | 0.001% 43.0K shares | 43.2K → 43.0K −$77.7K | -0.35% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.6M 2.45% | +$1.8M Bought | — 62.0K shares | 56.7K → 62.0K +$1.8M | +9.37% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $19.5M 2.31% | -$3.4M Sold | — 100.2K shares | 117.7K → 100.2K −$3.4M | -14.89% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $19.3M 2.29% | +$691.6K Bought | 0.001% 75.6K shares | 72.9K → 75.6K +$691.6K | +3.72% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $18.7M 2.23% | +$423.9K Bought | 0.0% 100.4K shares | 98.1K → 100.4K +$423.9K | +2.32% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $16.6M 1.98% | -$4.1M Sold | — 245.2K shares | 305.8K → 245.2K −$4.1M | -19.81% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $16.3M 1.94% | -$3.5M Sold | — 162.6K shares | 197.9K → 162.6K −$3.5M | -17.8% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.6M 1.62% | -$2.2M Sold | — 112.9K shares | 130.8K → 112.9K −$2.2M | -13.63% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $11.1M 1.31% | -$41.8K Sold | — 76.0K shares | 76.3K → 76.0K −$41.8K | -0.38% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.7M 1.28% | +$6.5M Bought | — 261.1K shares | 103.9K → 261.1K +$6.5M | +151.3% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $10.2M 1.22% | -$129.2K Sold | — 172.8K shares | 175.0K → 172.8K −$129.2K | -1.25% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $10.2M 1.21% | +$55.7K Bought | — 203.0K shares | 201.8K → 203.0K +$55.7K | +0.55% | — — | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $9.8M 1.17% | -$908.6K Sold | 0.001% 29.8K shares | 32.5K → 29.8K −$908.6K | -8.47% | $1.56T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $8.6M 1.03% | -$1.4M Sold | — 41.8K shares | 48.6K → 41.8K −$1.4M | -13.94% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $8.5M 1.01% | -$2.7M Sold | — 43.4K shares | 57.1K → 43.4K −$2.7M | -24.01% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $8.3M 0.988% | -$429.3K Sold | — 126.2K shares | 132.7K → 126.2K −$429.3K | -4.91% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.2M 0.976% | +$5.1M Bought | — 63.1K shares | 24.2K → 63.1K +$5.1M | +161.01% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $8.1M 0.965% | -$667.7K Sold | 0.006% 7.5K shares | 8.2K → 7.5K −$667.7K | -7.59% | $142.03B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.9M 0.938% | -$3.1M Sold | — 69.4K shares | 96.6K → 69.4K −$3.1M | -28.24% | — — | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $7.6M 0.897% | +$322.1K Bought | 0.0% 34.4K shares | 32.9K → 34.4K +$322.1K | +4.46% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.1M 0.844% | -$439.8K Sold | — 51.1K shares | 54.2K → 51.1K −$439.8K | -5.83% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.1M 0.84% | +$3.0M Bought | — 140.6K shares | 81.2K → 140.6K +$3.0M | +73.26% | — — | Q2 2022 Held for 3y 5m | |
Hardware, Equipment & Parts Technology | $7.1M 0.839% | -$402.2K Sold | 0.005% 57.0K shares | 60.3K → 57.0K −$402.2K | -5.39% | $151.09B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $7.0M 0.829% | -$136.6K Sold | — 29.1K shares | 29.7K → 29.1K −$136.6K | -1.92% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.8M 0.813% | +$1.8M Bought | — 163.8K shares | 119.8K → 163.8K +$1.8M | +36.8% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.7M 0.791% | -$602.8K Sold | — 62.6K shares | 68.2K → 62.6K −$602.8K | -8.3% | — — | Q1 2022 Held for 3y 8m | |
Software - Application Technology | $6.7M 0.791% | +$204.2K Bought | 0.008% 19.7K shares | 19.1K → 19.7K +$204.2K | +3.16% | $86.7B Large Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $6.3M 0.749% | -$416.7K Sold | 0.004% 25.1K shares | 26.8K → 25.1K −$416.7K | -6.2% | $140.94B Large Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $6.3M 0.746% | -$17.6K Sold | 0.001% 11.0K shares | 11.1K → 11.0K −$17.6K | -0.28% | $514.21B Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $6.2M 0.742% | +$15.7K Bought | 0.001% 18.3K shares | 18.2K → 18.3K +$15.7K | +0.25% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $6.1M 0.723% | +$3.6M Bought | 0.0% 25.0K shares | 10.2K → 25.0K +$3.6M | +145.82% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Aerospace & Defense Industrials | $6.0M 0.714% | -$33.1K Sold | 0.003% 35.9K shares | 36.1K → 35.9K −$33.1K | -0.55% | $223.98B Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $6.0M 0.71% | -$71.5K Sold | 0.004% 16.1K shares | 16.3K → 16.1K −$71.5K | -1.18% | $141.33B Large Cap | Q4 2019 Held for 5y 11m | |
Industrial - Machinery Industrials | $5.7M 0.677% | +$3.0M Bought | 0.004% 15.2K shares | 7.2K → 15.2K +$3.0M | +112.17% | $145.70B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $5.7M 0.675% | -$13.2K Sold | 0.001% 24.6K shares | 24.6K → 24.6K −$13.2K | -0.23% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Midstream Energy | $5.5M 0.652% | +$20.5K Bought | 0.009% 319.7K shares | 318.5K → 319.7K +$20.5K | +0.37% | $58.9B Large Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $5.4M 0.641% | +$3.5K Bought | 0.003% 29.4K shares | 29.4K → 29.4K +$3.5K | +0.06% | $167.04B Large Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $5.4M 0.639% | — | — 363.9K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.3M 0.632% | — | — 18.0K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.2M 0.623% | -$536.4K Sold | — 147.8K shares | 162.9K → 147.8K −$536.4K | -9.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.2M 0.616% | +$225.2K Bought | — 36.5K shares | 34.9K → 36.5K +$225.2K | +4.54% | — — | Q4 2019 Held for 5y 11m | |
Insurance - Brokers Financial Services | $5.1M 0.607% | -$175.9K Sold | 0.006% 16.5K shares | 17.1K → 16.5K −$175.9K | -3.33% | $79.4B Large Cap | Q1 2023 Held for 2y 8m | |
Financial - Data & Stock Exchanges Financial Services | $5.1M 0.603% | -$44.5K Sold | 0.005% 30.1K shares | 30.4K → 30.1K −$44.5K | -0.87% | $96.4B Large Cap | Q4 2019 Held for 5y 11m | |
Engineering & Construction Industrials | $5.0M 0.595% | +$107.4K Bought | 0.028% 33.4K shares | 32.7K → 33.4K +$107.4K | +2.19% | $17.9B Large Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $4.9M 0.58% | +$207.8K Bought | 0.0% 6.6K shares | 6.4K → 6.6K +$207.8K | +4.45% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
Regulated Electric Utilities | $4.8M 0.566% | -$104.4K Sold | 0.013% 41.6K shares | 42.5K → 41.6K −$104.4K | -2.14% | $36.9B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $4.8M 0.564% | +$18.4K Bought | — 7.7K shares | 7.7K → 7.7K +$18.4K | +0.39% | — — | Q4 2019 Held for 5y 11m |
