Keebeck Wealth Management
Q1 2025 13F Holdings
- Locationchicago, IL
- Num holdings
273
- Value ($000)
$677,800
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001803675
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $59.08M | 9 % | 105,146 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $21.91M | 3 % | 128,199 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $21.23M | 3 % | 39,147 | ||
GBIL GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | $17.31M | 3 % | 172,830 | ||
AAPL APPLE INC | COM | 037833100 | $16.78M | 3 % | 75,543 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $15.76M | 2 % | 41,982 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $15.55M | 2 % | 263,777 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $14.78M | 2 % | 54,555 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $14.04M | 2 % | 151,255 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $11.08M | 2 % | 110,801 |
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