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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Keebeck Wealth Management, LLC

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-003908

Total Value
$574.2M
Positions
254
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200101,153$43.6M7.60%
2VANGUARD WORLD FDS92204A70292,031$38.3M6.66%
3SPDR S&P 500 ETF TRSPY47,854$20.5M3.58%
4APPLE INCAAPL82,899$14.2M2.47%
5MICROSOFT CORPMSFT42,517$13.4M2.34%
6ISHARES TR46432F33993,817$12.4M2.16%
7ISHARES TR464288877216,923$10.6M1.85%
8ISHARES TR464288885122,478$10.6M1.84%
9ISHARES TR46435G425109,815$10.4M1.80%
10SELECT SECTOR SPDR TR81369Y20967,488$8.7M1.51%
11ISHARES TR46428841480,974$8.3M1.45%
12VANGUARD SCOTTSDALE FDS92206C409107,935$8.1M1.41%
13ISHARES TR46428710137,753$7.6M1.32%
14ISHARES TR46428780472,996$6.9M1.21%
15ISHARES TR46435G409270,711$6.9M1.20%
16LOWES COS INC54866110730,938$6.4M1.12%
17MERCK & CO INCMRK60,660$6.3M1.10%
18VANGUARD INDEX FDS92290874444,505$6.1M1.07%
19SELECT SECTOR SPDR TR81369Y40736,374$5.9M1.02%
20WISDOMTREE TRWT114,336$5.8M1.00%
21UNITEDHEALTH GROUP INCUNH10,980$5.5M0.96%
22KLA CORPKLAC11,553$5.3M0.92%
23VANGUARD INDEX FDS92290836313,077$5.2M0.90%
24NVIDIA CORPORATIONNVDA11,581$5.0M0.88%
25STRYKER CORPORATIONSYK18,031$4.9M0.86%
26BROADCOM INCAVGO5,944$4.9M0.86%
27VANGUARD SCOTTSDALE FDS92206C87063,475$4.8M0.84%
28CONOCOPHILLIPSCOP39,751$4.8M0.83%
29ANALOG DEVICES INCADI26,902$4.7M0.82%
30ENERGY TRANSFER L PET-PI332,043$4.7M0.81%
31VISA INCV19,494$4.5M0.78%
32VANGUARD WORLD FDS92204A60322,910$4.5M0.78%
33TEXAS INSTRS INC88250810427,806$4.4M0.77%
34ISHARES TR464288372101,502$4.4M0.77%
35VANGUARD WORLD FDS92204A50417,768$4.2M0.73%
36COMCAST CORP NEWCCZ94,043$4.2M0.73%
37VANGUARD MUN BD FDS92290774686,494$4.2M0.72%
38ISHARES TR46428772139,403$4.1M0.72%
39MASTERCARD INCORPORATEDMA9,948$3.9M0.69%
40AMAZON COM INCAMZN30,895$3.9M0.68%
41ELI LILLY & COLLY7,159$3.8M0.67%
42ISHARES TR46429B69752,250$3.8M0.66%
43HONEYWELL INTL INC43851610620,476$3.8M0.66%
44ISHARES TR46428716830,006$3.7M0.65%
45ISHARES TR46428786177,481$3.7M0.64%
46ACCENTURE PLC IRELANDACN11,984$3.7M0.64%
47TE CONNECTIVITY LTDTEL29,659$3.7M0.64%
48NORTHROP GRUMMAN CORPNOC8,004$3.5M0.61%
49FIRST TR EXCHANGE-TRADED FD33739Q40856,690$3.4M0.59%
50VANECK ETF TRUST92189H300138,305$3.3M0.57%
51HOME DEPOT INCHD10,811$3.3M0.57%
52SELECT SECTOR SPDR TR81369Y70431,304$3.2M0.55%
53INTERCONTINENTAL EXCHANGE IN45866F10428,339$3.1M0.54%
54ISHARES TR46428765517,526$3.1M0.54%
55ISHARES INC46434G10365,055$3.1M0.54%
56ISHARES TR46428815829,498$3.0M0.53%
57ISHARES TR46428730943,763$3.0M0.52%
58INVESCO QQQ TRIVZ8,290$3.0M0.52%
59RTX CORPORATIONRTX41,033$3.0M0.51%
60JPMORGAN CHASE & COVYLD20,187$2.9M0.51%
61ZOETIS INCZTS16,344$2.8M0.50%
62GALLAGHER ARTHUR J & CO36357610912,350$2.8M0.49%
63EOG RES INCEOG20,693$2.6M0.46%
64AMERICAN TOWER CORP NEW03027X10015,938$2.6M0.46%
65CISCO SYS INCCSCO46,713$2.5M0.44%
66ISHARES TR46428867921,781$2.4M0.42%
67ISHARES INC46434G88958,727$2.4M0.42%
68AIR PRODS & CHEMS INCAIIR8,198$2.3M0.41%
69ISHARES TR46434V61352,894$2.3M0.40%
70VANGUARD WORLD FDS92204A20712,497$2.3M0.40%
71ISHARES TR46435U21829,385$2.2M0.39%
72VANGUARD INDEX FDS9229087368,150$2.2M0.39%
73GOLDMAN SACHS ETF TRNVGLF22,061$2.2M0.38%
74PINTEREST INCPINS79,116$2.1M0.37%
75GENUINE PARTS COGPC14,768$2.1M0.37%
76MOODYS CORPMCO6,747$2.1M0.37%
77FREEPORT-MCMORAN INCFCX54,863$2.0M0.36%
78WASTE MGMT INC DEL94106L10912,946$2.0M0.34%
79PROCTER AND GAMBLE CO74271810913,221$1.9M0.34%
80ISHARES TR4642875077,578$1.9M0.33%
81DEERE & CODE4,853$1.8M0.32%
82ABBOTT LABSABLZF18,913$1.8M0.32%
83INTUITIVE SURGICAL INCISRG6,212$1.8M0.32%
84SEAGEN INCSE8,550$1.8M0.32%
85SPDR GOLD TRGLD10,305$1.8M0.31%
86HERSHEY COHSY8,732$1.7M0.30%
87CME GROUP INCCME8,365$1.7M0.29%
88ALPHABET INCGOOG12,768$1.7M0.29%
89LAZYDAYS HLDGS INC52110H100211,032$1.6M0.28%
90META PLATFORMS INCMETA5,260$1.6M0.28%
91BERKSHIRE HATHAWAY INC DELBRK-A4,491$1.6M0.27%
92REPUBLIC SVCS INC76075910010,634$1.5M0.26%
93SPDR SER TR78468R72134,394$1.5M0.26%
94SITEONE LANDSCAPE SUPPLY INCSITE9,117$1.5M0.26%
95FIRST TR EXCHANGE TRADED FD33734X19219,550$1.5M0.26%
96FIRSTSERVICE CORP NEWFSV10,098$1.5M0.26%
97ISHARES TR46435U71339,544$1.5M0.25%
98COUPANG INCCPNG82,897$1.4M0.25%
99SELECT SECTOR SPDR TR81369Y30820,198$1.4M0.24%
100COSTCO WHSL CORP NEW22160K1052,460$1.4M0.24%
101SELECT SECTOR SPDR TR81369Y60539,600$1.3M0.23%
102FLYWIRE CORPORATIONFLYW41,119$1.3M0.23%
103CASELLA WASTE SYS INCCWST17,120$1.3M0.23%
104WALMART INCWMT8,108$1.3M0.23%
105SPDR SER TR78468R73927,311$1.3M0.22%
106US FOODS HLDG CORPUSFD31,750$1.3M0.22%
107ISHARES INC46434G86341,048$1.2M0.22%
108ISHARES TR46436E60128,813$1.2M0.21%
109TRANSCAT INCTRNS12,492$1.2M0.21%
110HAMILTON LANE INCHLNE13,406$1.2M0.21%
111ISHARES TR46428743213,674$1.2M0.21%
112ALPHABET INCGOOG9,100$1.2M0.21%
113PROGYNY INCPGNY35,247$1.2M0.21%
114VANGUARD WORLD FDS92204A40514,290$1.2M0.20%
115DIMENSIONAL ETF TRUST25434V30250,956$1.2M0.20%
116VANGUARD CHARLOTTE FDS92203J40724,000$1.1M0.20%
117S&P GLOBAL INCSPGI3,073$1.1M0.20%
118STEPSTONE GROUP INCSTEP35,313$1.1M0.19%
119INVESCO EXCHANGE TRADED FD TIVZ7,636$1.1M0.19%
120DIAMONDBACK ENERGY INCFANG6,962$1.1M0.19%
121SPS COMM INCSPSC6,254$1.1M0.19%
122VANGUARD SCOTTSDALE FDS92206C81314,500$1.0M0.18%
123SCHWAB STRATEGIC TR80852410220,756$1.0M0.18%
124JOHNSON & JOHNSONJNJ6,527$1.0M0.18%
125NATERA INCNTRA22,233$983,8100.17%
126ISHARES TR4642875568,014$982,6590.17%
127FIRST TR EXCHANGE-TRADED FD33733E3026,125$977,6110.17%
128NETFLIX INCNFLX2,586$976,4740.17%
129BRISTOL-MYERS SQUIBB COCELG-RI16,751$972,2280.17%
130INVESCO EXCH TRADED FD TR IIIVZ6,434$948,4360.17%
131INSPIRE MED SYS INC4577301094,427$878,4940.15%
132ISHARES TR4642876223,679$867,9720.15%
133NIKE INCNKE8,542$819,6540.14%
134FIRST SOLAR INCFSLR5,028$812,4750.14%
135DIMENSIONAL ETF TRUST25434V60917,670$807,3420.14%
136SCHWAB STRATEGIC TR80852430011,071$805,0830.14%
137BLUE OWL CAPITAL INCOWL60,616$785,5860.14%
138TESLA INCTSLA3,035$759,4180.13%
139NEXTERA ENERGY INCNEE-PW12,749$730,4140.13%
140ISHARES TR4642873258,767$722,5760.13%
141D R HORTON INC23331A1096,487$697,1580.12%
142VANECK ETF TRUST92189F10625,000$672,7500.12%
143ISHARES TR4642885887,562$671,5060.12%
144ROCKET COS INC77311W10182,000$670,7600.12%
145ISHARES TR46434V86013,185$669,0070.12%
146FATHOM DIGITAL MFG CORPFTHM113,558$652,9590.11%
147SELECT SECTOR SPDR TR81369Y88611,046$650,9410.11%
148CROWN CASTLE INCCCI6,873$632,5220.11%
149SERVICENOW INCNOW1,121$626,5940.11%
150MCDONALDS CORPMCD2,359$621,4550.11%
151CAVA GROUP INCCAVA20,100$615,6630.11%
152CARLYLE SECURED LENDING INCCGBD41,100$614,0340.11%
153ALPS ETF TR00162Q45214,350$605,5700.11%
154NOVANTA INCNOVTU4,165$597,4280.10%
155BP PLCBPPFF15,057$583,0070.10%
156PHILIP MORRIS INTL INC7181721096,201$582,1880.10%
157ISHARES TR4642876142,138$569,7910.10%
158MGM RESORTS INTERNATIONALMGM15,459$568,2730.10%
159STARBUCKS CORPSBUX6,204$566,2120.10%
160ISHARES TR4642886535,709$562,1650.10%
161MOSAIC CO NEWMOS15,508$552,0850.10%
162UNION PAC CORPUNP2,668$543,2850.09%
163ISHARES TR4642874657,748$533,9710.09%
164ILLINOIS TOOL WKS INC4523081092,287$529,9210.09%
165ISHARES INC4642863924,401$528,8680.09%
166DOW INCDOW10,200$525,9120.09%
167ULTA BEAUTY INCULTA1,313$524,4780.09%
168SSGA ACTIVE ETF TR78467V10319,420$523,5630.09%
169ISHARES TR4642877621,916$522,5680.09%
170AUTOMATIC DATA PROCESSING INADP2,132$515,5820.09%
171ISHARES TR4642876303,725$508,4310.09%
172ISHARES TR4642875491,328$508,0550.09%
173VANGUARD SCOTTSDALE FDS92206C1028,740$503,4240.09%
174TARGET CORPTGT4,544$502,4300.09%
175ISHARES TR46434V62110,006$499,4820.09%
176SCHWAB CHARLES CORPSCHW-PJ8,853$486,0300.08%
177ABBVIE INCABBV3,215$479,2410.08%
178THERMO FISHER SCIENTIFIC INCTMO946$479,1680.08%
179ISHARES GOLD TRIAU13,690$479,0130.08%
180CONSTELLATION BRANDS INCSTZ1,900$477,5270.08%
181ISHARES TR4642874996,830$475,2010.08%
182LOCKHEED MARTIN CORPLMT1,150$470,3040.08%
183CENTRUS ENERGY CORPLEU8,000$454,0800.08%
184UNITED RENTALS INCURI1,014$450,7940.08%
185VANGUARD WHITEHALL FDS9219464064,348$449,2350.08%
186SELECT SECTOR SPDR TR81369Y5064,840$437,4880.08%
187AMGEN INCAMGN1,563$420,0720.07%
188PULTE GROUP INC7458671015,524$409,9490.07%
189ORACLE CORPORCL-PD3,763$398,5770.07%
190XPONENTIAL FITNESS INCXPOF25,569$396,3200.07%
191ISHARES U S ETF TR46431W85313,385$390,1730.07%
192C3 AI INCAI15,000$382,8000.07%
193ISHARES TR4642875982,472$377,7500.07%
194LIVENT CORPLIVG20,000$368,2000.06%
195VANGUARD INDEX FDS9229085951,717$367,7470.06%
196EXXON MOBIL CORPXOM3,106$365,2030.06%
197QUALCOMM INCQCOM3,272$363,3880.06%
198SELECT SECTOR SPDR TR81369Y1004,286$336,6650.06%
199ISHARES TR4642872348,524$323,4860.06%
200BANK AMERICA CORP06050510411,586$317,2230.06%
201VANGUARD WORLD FDS92204A8011,828$316,9380.06%
202SELECT SECTOR SPDR TR81369Y8609,295$316,6970.06%
203DOVER CORPDOV2,234$311,6650.05%
204AMERICAN WTR WKS CO INC NEW0304201032,500$309,5750.05%
205CLEANSPARK INCCLSKW81,000$308,6100.05%
206ISHARES INC4642865335,776$308,1500.05%
207ISHARES TR46429B7473,071$297,6410.05%
208VICI PPTYS INC92565210910,019$295,7110.05%
209REGAL REXNORD CORPORATIONRRX2,002$286,7460.05%
210ISHARES TR4642872422,804$286,0640.05%
211VANGUARD SPECIALIZED FUNDS9219088441,794$280,0830.05%
212COCA COLA COKO4,874$275,1000.05%
213ISHARES TR4642871762,651$274,9620.05%
214MEDTRONIC PLCMDT3,466$273,9870.05%
215KRANESHARES TR50076730610,000$273,7000.05%
216SOUTHERN COSOMN4,224$273,3770.05%
217SPDR DOW JONES INDL AVERAGE78467X109812$272,7290.05%
218GLOBAL X FDS37954Y87110,000$270,4000.05%
219SPDR SER TR78464A7896,326$269,1080.05%
220FIRST TR EXCHANGE-TRADED FD33738R5065,850$268,8080.05%
221GOLDMAN SACHS GROUP INCGSCE829$268,2400.05%
222APPLIED MATLS INC0382221051,917$265,4090.05%
223OPENDOOR TECHNOLOGIES INCOPENZ100,000$264,0000.05%
224FIRST TR VALUE LINE DIVID IN33734H1066,930$259,1130.05%
225MODERNA INCMRNA2,500$258,2250.04%
226ISHARES TR4642898594,061$257,8020.04%
227ISHARES TR464287523540$256,6710.04%
228ISHARES TR46432F8423,935$253,2170.04%
229ARCELORMITTAL SA LUXEMBOURGARCXF10,000$250,3000.04%
230PNC FINL SVCS GROUP INC6934751052,000$245,5400.04%
231PARAMOUNT GLOBAL92556H20618,791$243,5980.04%
232FORD MTR CO DEL34537086019,292$239,6070.04%
233ADOBE INCADBE468$238,6330.04%
234ISHARES TR46435G4749,380$232,6240.04%
235INVESCO EXCH TRADED FD TR IIIVZ5,750$230,4030.04%
236INTUITINTU449$229,4120.04%
237GENERAL MLS INC3703341043,569$228,3800.04%
238ISHARES TR46429B26710,284$226,6590.04%
239CUMMINS INCCMI960$219,3220.04%
240BLACKROCK INCBLK332$214,6350.04%
241CARLYLE GROUP INCCGABL7,057$212,8390.04%
242LUMINAR TECHNOLOGIES INCLAZRQ45,803$208,4040.04%
243ODDITY TECH LTDODD7,330$207,8060.04%
244ISHARES TR4642877964,292$205,2710.04%
245ARDELYX INCARDX50,000$204,0000.04%
246ISHARES TR4642888692,020$203,0670.04%
247PFIZER INCPFE6,119$202,9670.04%
248PHOTRONICS INCPLAB10,000$202,1000.04%
249DIMENSIONAL ETF TRUST25434V2037,725$201,7000.04%
250FOOT LOCKER INC34484910410,000$173,5000.03%
251PALANTIR TECHNOLOGIES INCPLTR10,185$162,9600.03%
252ALLOGENE THERAPEUTICS INCALLO46,000$145,8200.03%
253BEYOND MEAT INCBYND14,500$139,4900.02%
254HERITAGE GLOBAL INCHGBL10,000$31,2000.01%