Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $606,150,387
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 123,638 $59,053,180 9.74%
2.
Vanguard World Fund
 46,295 $22,406,951 3.69%
3.
Microsoft Corp
 MSFT 43,326 $16,292,279 2.68%
4.
Ishares Tr
 110,207 $16,226,494 2.67%
5.
Apple Inc.
 AAPL 82,451 $15,874,248 2.61%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)