Keebeck Wealth Management

Q4 2024 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    278

  • Value ($000)

    $693,677

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001803675
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$59.74M
9 %

101,488

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$26.37M
4 %

42,401

AAPL
AAPL

APPLE INC

COM
037833100
$19.48M
3 %

77,807

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$19.39M
3 %

108,864

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$18.05M
3 %

42,829

EFV
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$13.61M
2 %

259,473

OEF
OEF

ISHARES TR

S&P 100 ETF
464287101
$13.52M
2 %

46,806

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.41M
2 %

99,855

GBIL
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
381430529
$13.39M
2 %

133,457

EFG
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$13.39M
2 %

138,248

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