Keebeck Wealth Management, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Matthew Carey - Chief Compliance Officer
Location
Chicago, IL
Holdings as of
March 31, 2025
Value $
$677M
Num holdings
271
Date filed
5/15/2025, 08:57 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, QUAL, VGT, GBIL, and AAPL.
Previous filing
Q4 2024 - Feb 14, 2025
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
MATTHEW CAREY Chief Compliance Officer Chicago, Illinois 5/15/2025

Other Included Managers (6):

Num Name Location File Number
1 Campbell Newman Asset Management Inc Milwaukee, WI 028-02903
2 55 I, Llc Boston, MA 028-19649
3 BlackRock Investment Management, LLC Wilmington, DE 028-12016
4 WisdomTree Asset Management Inc
5 Parametric Portfolio Associates Llc Seattle, WA 028-04558
6 Fred Alger Management, Llc New York, NY 028-00869