Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard World FDS Vanguard Information Technology ETF | 19 | Q2 2024 | 8.5% |
iShares TR Select Divid ETF FD | 19 | Q2 2024 | 11.4% |
SPDR S&P 500 ETF TR TR Unit | 19 | Q2 2024 | 7.1% |
iShares TR Core S&P 500 ETF | 19 | Q2 2024 | 9.7% |
APPLE INC | 19 | Q2 2024 | 3.8% |
Select Sector SPDR TR Consumer Discretionary Transn To | 19 | Q2 2024 | 4.2% |
MICROSOFT CORP | 19 | Q2 2024 | 2.7% |
Select Sector SPDR TR Health Care | 19 | Q2 2024 | 3.0% |
Vanguard Index FDS S&P 500 ETF SHS New | 19 | Q2 2024 | 5.6% |
Invesco Exchange Traded FD TR S&P 500 Equal Weight ETF | 19 | Q2 2024 | 2.3% |
View Keebeck Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
View Keebeck Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.