• 13F History

Keebeck Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$694M
Signature - Title
Matthew Carey - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Keebeck Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keebeck Wealth Management, LLC reported 278 stock holdings with total value $694M as of Q4 2024. Top holdings included IVV, VGT, AAPL, QUAL, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 278 $694M +$40.7M -$35.9M +$4.87M IVV, VGT, AAPL, QUAL, MSFT 13F-HR 2/14/2025, 07:28 AM
Q3 2024 254 $690M +$41.8M -$60.7M -$18.9M IVV, VGT, QUAL, MSFT, AAPL 13F-HR 11/14/2024, 11:09 AM
Q2 2024 262 $682M +$50.7M -$55.2M -$4.46M IVV, VGT, QUAL, MSFT, AAPL 13F-HR 8/14/2024, 11:07 AM
Q1 2024 276 $680M +$66.4M -$38.6M +$27.8M IVV, VGT, QUAL, MSFT, AAPL 13F-HR 5/14/2024, 04:57 PM
Q4 2023 260 $606M +$59.8M -$86.7M -$26.9M IVV, VGT, MSFT, QUAL, AAPL 13F-HR 2/14/2024, 12:52 PM
Q3 2023 278 $574M +$48.5M -$178M -$130M IVV, VGT, SPY, AAPL, MSFT 13F-HR 11/14/2023, 10:28 AM
Q2 2023 272 $728M +$84.7M -$11.8M +$72.9M VGT, DVY, IVV, RPV, SPY 13F-HR 8/14/2023, 05:41 PM
Q1 2023 249 $620M +$52.8M -$21.7M +$31.1M DVY, VGT, IVV, RPV, SPY 13F-HR 5/15/2023, 09:37 AM
Q4 2022 238 $570M +$35.6M -$17.2M +$18.4M DVY, VGT, RPV, IVV, SPY 13F-HR 2/14/2023, 02:05 PM
Q3 2022 226 $519M +$59.3M -$20.8M +$38.5M DVY, VGT, RPV, SPY, IVV 13F-HR 11/14/2022, 09:17 AM
Q2 2022 226 $523M +$76.8M -$43.5M +$33.2M DVY, VGT, RPV, SPY, IVV 13F-HR 8/15/2022, 01:41 PM
Q1 2022 234 $603M +$79.6M -$5.11M +$74.5M DVY, VGT, RPV, SPY, IVV 13F-HR 5/16/2022, 11:04 AM
Q4 2021 217 $560M +$22.6M -$7.36M +$15.2M VGT, DVY, RPV, SPY, XLY 13F-HR 2/14/2022, 01:55 PM
Q3 2021 214 $507M +$16.7M -$195M -$178M VGT, DVY, RPV, SPY, XLY 13F-HR 11/16/2021, 12:36 PM
Q2 2021 238 $694M +$88.4M -$79.9M +$8.49M SPY, VGT, DVY, VOO, RPV 13F-HR 8/16/2021, 10:43 AM
Q1 2021 233 $644M +$47.4M -$13.8M +$33.6M SPY, DVY, VOO, VGT, PRF 13F-HR 5/13/2021, 03:19 PM
Q4 2020 204 $574M +$42.3M -$14.9M +$27.4M SPY, VGT, VOO, DVY, AAPL 13F-HR 2/16/2021, 09:46 AM
Q3 2020 181 $484M +$165M -$3.46M +$161M SPY, VGT, DVY, VOO, YUM 13F-HR 11/2/2020, 08:37 AM
Q2 2020 354 $316M +$53.5M -$21.3M +$32.2M VGT, DVY, PFF, SPY, AAPL 13F-HR 8/6/2020, 12:46 PM
Q1 2020 139 $240M +$30M -$8.85M +$21.2M DVY, VGT, PFF, SPY, XLY 13F-HR 5/14/2020, 11:00 AM
Q4 2019 324 $315M DVY, VGT, SPY, XLY, AAPL 13F-HR 2/14/2020, 04:14 PM