Keebeck Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KW Keebeck Wealth Management, LLC | Institutional Filer | ▲ 2.59% | $889.0M | 426 |
Current Portfolio Holdings
Showing all 426 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 81K | $52.8M | 5.94% |
| 2 | GSUS | GOLDMAN SACHS ETF TR | — | 288K | $25.8M | 2.90% |
| 3 | VGT | VANGUARD WORLD FD | — | 37K | $25.7M | 2.89% |
| 4 | NVDA | NVIDIA Corporation | Technology | 123K | $21.4M | 2.41% |
| 5 | AAPL | Apple Inc. | Technology | 84K | $21.4M | 2.41% |
| 6 | GCOR | GOLDMAN SACHS ETF TR | — | 489K | $20.2M | 2.27% |
| 7 | QUAL | ISHARES TR | — | 90K | $17.3M | 1.95% |
| 8 | MSFT | Microsoft Corporation | Technology | 47K | $17.3M | 1.95% |
| 9 | EFV | ISHARES TR | — | 233K | $17.3M | 1.95% |
| 10 | MUB | ISHARES TR | — | 137K | $14.5M | 1.63% |
| 11 | GBIL | GOLDMAN SACHS ETF TR | — | 143K | $14.3M | 1.61% |
| 12 | OEF | ISHARES TR | — | 42K | $13.5M | 1.52% |
| 13 | IVW | ISHARES TR | — | 113K | $12.8M | 1.44% |
| 14 | IEMG | ISHARES INC | — | 168K | $11.7M | 1.32% |
| 15 | USFR | WISDOMTREE TR | — | 212K | $10.7M | 1.20% |
Showing 1 to 15 of 426 holdings