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Home > Institutional Investor > Keebeck Wealth Management, Llc > Profile

Instuitional Investor - Keebeck Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Keebeck Wealth Management, Llc
Portfolio Value $677,800,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 105,146 $59,081,744 8.72%
2.
Ishares Tr - MSCI USA QLT FCT
 128,199 $21,907,927 3.23%
3.
Vanguard World Fund
 39,147 $21,232,741 3.13%
4.
Goldman Sachs Etf Tr
 172,830 $17,314,109 2.55%
5.
Apple Inc.
 AAPL 75,543 $16,780,418 2.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)