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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 Q1 2024 · Filed May 14, 2024 · Accession 0001172661-24-002311

Total Value
$679.9M
Positions
276
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200122,815$64.6M9.50%
2VANGUARD WORLD FD92204A70245,906$24.1M3.54%
3ISHARES TR46432F339115,221$18.9M2.79%
4MICROSOFT CORPMSFT41,966$17.7M2.60%
5APPLE INCAAPL80,090$13.7M2.02%
6ISHARES TR464288877243,831$13.3M1.95%
7ISHARES TR464288885114,478$11.9M1.75%
8ISHARES TR46428710145,989$11.4M1.67%
9VANGUARD MUN BD FDS922907746208,855$10.6M1.55%
10SELECT SECTOR SPDR TR81369Y20967,625$10.0M1.47%
11ISHARES TR46435G42586,657$10.0M1.47%
12NVIDIA CORPORATIONNVDA10,896$9.8M1.45%
13SCHWAB CHARLES FAMILY FDSCHW-PJ9,308,240$9.3M1.37%
14ISHARES TR46428772164,553$8.7M1.28%
15ISHARES TR464287309100,933$8.5M1.25%
16ISHARES TR46428780472,717$8.0M1.18%
17VANGUARD SCOTTSDALE FDS92206C409103,785$8.0M1.18%
18MERCK & CO INCMRK59,170$7.9M1.16%
19LOWES COS INC54866110729,485$7.5M1.10%
20BLACKROCK ETF TRUSTBLK153,050$6.8M1.00%
21WISDOMTREE TRWT135,100$6.8M1.00%
22BROADCOM INCAVGO5,097$6.8M0.99%
23KLA CORPKLAC9,653$6.7M0.99%
24SELECT SECTOR SPDR TR81369Y40735,296$6.5M0.95%
25STRYKER CORPORATIONSYK17,099$6.1M0.90%
26BLACKROCK CAP ALLOCATION TERBLK366,449$6.1M0.90%
27ELI LILLY & COLLY7,376$5.7M0.84%
28AMAZON COM INCAMZN30,435$5.5M0.81%
29COINBASE GLOBAL INCCOIN20,500$5.4M0.80%
30VANGUARD WORLD FD92204A60322,155$5.4M0.80%
31VISA INCV19,037$5.3M0.78%
32ISHARES TR46428740827,731$5.2M0.76%
33ISHARES TR46435G409180,540$5.1M0.75%
34ENERGY TRANSFER L PET-PI314,387$4.9M0.73%
35ANALOG DEVICES INCADI24,896$4.9M0.72%
36CONOCOPHILLIPSCOP38,507$4.9M0.72%
37ISHARES TR464288372101,711$4.8M0.71%
38UNITEDHEALTH GROUP INCUNH9,587$4.7M0.70%
39ISHARES INC46434G76481,273$4.7M0.69%
40MASTERCARD INCORPORATEDMA9,674$4.7M0.69%
41TEXAS INSTRS INC88250810426,386$4.6M0.68%
42ISHARES TR46428841442,314$4.6M0.67%
43GALLAGHER ARTHUR J & CO36357610916,667$4.2M0.61%
44JPMORGAN CHASE & COVYLD20,347$4.1M0.60%
45TE CONNECTIVITY LTDTEL28,042$4.1M0.60%
46HOME DEPOT INCHD10,563$4.1M0.60%
47EMERSON ELEC COEMR35,285$4.0M0.59%
48HONEYWELL INTL INC43851610619,495$4.0M0.59%
49ACCENTURE PLC IRELANDACN11,540$4.0M0.59%
50VANGUARD WORLD FD92204A50414,702$4.0M0.59%
51COMCAST CORP NEWCCZ90,944$3.9M0.58%
52SELECT SECTOR SPDR TR81369Y70430,906$3.9M0.57%
53ISHARES TR46428716831,027$3.8M0.56%
54INTERCONTINENTAL EXCHANGE IN45866F10427,448$3.8M0.55%
55RTX CORPORATIONRTX38,605$3.8M0.55%
56ISHARES TR46428765517,239$3.6M0.53%
57INVESCO QQQ TRIVZ7,895$3.5M0.52%
58WASTE MGMT INC DEL94106L10916,006$3.4M0.50%
59VANECK ETF TRUST92189H300138,305$3.4M0.50%
60ISHARES TR46428786160,642$3.4M0.50%
61ISHARES TR46434V61370,509$3.2M0.47%
62VANGUARD INDEX FDS9229083636,663$3.2M0.47%
63ABBVIE INCABBV16,672$3.0M0.45%
64ISHARES INC46434G88967,599$3.0M0.44%
65FIRST TR EXCHANGE-TRADED FD33739Q40849,605$3.0M0.44%
66VANGUARD SCOTTSDALE FDS92206C87036,000$2.9M0.43%
67ISHARES BITCOIN TRIBIT70,554$2.9M0.42%
68ISHARES TR46429B69733,430$2.8M0.41%
69AMERICAN TOWER CORP NEW03027X10013,954$2.8M0.41%
70META PLATFORMS INCMETA5,641$2.7M0.40%
71SPDR S&P 500 ETF TRSPY5,081$2.7M0.39%
72VANGUARD INDEX FDS9229087367,592$2.6M0.38%
73VANGUARD WORLD FD92204A20712,590$2.6M0.38%
74MOODYS CORPMCO6,495$2.6M0.38%
75ZOETIS INCZTS15,029$2.5M0.37%
76FREEPORT-MCMORAN INCFCX53,353$2.5M0.37%
77INTUITIVE SURGICAL INCISRG6,249$2.5M0.37%
78EOG RES INCEOG19,135$2.4M0.36%
79ISHARES TR46428867921,709$2.4M0.35%
80VANGUARD INDEX FDS92290874414,653$2.4M0.35%
81NATERA INCNTRA25,256$2.3M0.34%
82CASELLA WASTE SYS INCCWST22,417$2.2M0.33%
83CISCO SYS INCCSCO43,928$2.2M0.32%
84GENUINE PARTS COGPC13,986$2.2M0.32%
85SPDR GOLD TRGLD10,580$2.2M0.32%
86ISHARES TR46428734150,025$2.1M0.32%
87PINTEREST INCPINS61,717$2.1M0.31%
88ABBOTT LABSABLZF18,461$2.1M0.31%
89SITEONE LANDSCAPE SUPPLY INCSITE11,984$2.1M0.31%
90REPUBLIC SVCS INC76075910010,511$2.0M0.30%
91HAMILTON LANE INCHLNE17,754$2.0M0.30%
92PROCTER AND GAMBLE CO74271810912,371$2.0M0.30%
93VANECK ETF TRUST92189F10662,300$2.0M0.29%
94ISHARES TR46434V80356,115$2.0M0.29%
95ISHARES TR46435U21820,793$2.0M0.29%
96TRANSCAT INCTRNS17,401$1.9M0.29%
97FIRSTSERVICE CORP NEWFSV11,622$1.9M0.28%
98ALPHABET INCGOOG12,625$1.9M0.28%
99COSTCO WHSL CORP NEW22160K1052,589$1.9M0.28%
100BERKSHIRE HATHAWAY INC DELBRK-A4,491$1.9M0.28%
101DIMENSIONAL ETF TRUST25434V30275,497$1.9M0.27%
102DEERE & CODE4,490$1.9M0.27%
103ISHARES TR46428815817,597$1.8M0.27%
104FIRST TR EXCHANGE TRADED FD33734X19218,868$1.8M0.27%
105CME GROUP INCCME8,255$1.8M0.26%
106PROGYNY INCPGNY45,680$1.7M0.26%
107ISHARES TR46435U71339,669$1.7M0.25%
108US FOODS HLDG CORPUSFD31,750$1.7M0.25%
109GOLDMAN SACHS ETF TRNVGLF16,766$1.7M0.25%
110ISHARES INC46434G10332,318$1.7M0.25%
111STEPSTONE GROUP INCSTEP46,323$1.7M0.24%
112NETFLIX INCNFLX2,602$1.6M0.23%
113HERSHEY COHSY7,911$1.5M0.23%
114SPS COMM INCSPSC8,224$1.5M0.22%
115WALMART INCWMT25,159$1.5M0.22%
116VANGUARD WORLD FD92204A40514,270$1.5M0.21%
117DIAMONDBACK ENERGY INCFANG7,128$1.4M0.21%
118CAVA GROUP INCCAVA20,100$1.4M0.21%
119SELECT SECTOR SPDR TR81369Y30818,380$1.4M0.21%
120VERTEX INCVERX44,101$1.4M0.21%
121ISHARES TR46428743214,325$1.4M0.20%
122SPDR SER TR78468R72128,772$1.3M0.20%
123ALPHABET INCGOOG8,680$1.3M0.19%
124SELECT SECTOR SPDR TR81369Y60530,609$1.3M0.19%
125INVESCO EXCHANGE TRADED FD TIVZ7,590$1.3M0.19%
126SCHWAB STRATEGIC TR80852410220,771$1.3M0.19%
127S&P GLOBAL INCSPGI2,942$1.3M0.18%
128VANGUARD SCOTTSDALE FDS92206C81315,965$1.2M0.18%
129FIRST TR EXCHANGE-TRADED FD33733E3025,855$1.2M0.18%
130VANGUARD CHARLOTTE FDS92203J40724,000$1.2M0.17%
131BLUE OWL CAPITAL INCOWL60,228$1.1M0.17%
132ROCKET COS INC77311W10177,300$1.1M0.17%
133SAVERS VALUE VLG INC80517M10957,148$1.1M0.16%
134D R HORTON INC23331A1096,487$1.1M0.16%
135COUPANG INCCPNG59,985$1.1M0.16%
136FORWARD AIR CORPFWRD34,060$1.1M0.16%
137ISHARES TR46428865310,033$1.1M0.15%
138ISHARES TR4642876223,553$1.0M0.15%
139JOHNSON & JOHNSONJNJ6,459$1.0M0.15%
140SCHWAB STRATEGIC TR80852430011,014$1.0M0.15%
141FIRST TR EXCH TRADED FD III33739P85555,200$1.0M0.15%
142DIMENSIONAL ETF TRUST25434V60917,580$956,8790.14%
143ISHARES TR4642875566,425$881,6390.13%
144SERVICENOW INCNOW1,128$859,9870.13%
145FIRST SOLAR INCFSLR5,019$847,2070.12%
146NEXTERA ENERGY INCNEE-PW12,924$825,9990.12%
147ISHARES TR4642885888,913$823,7390.12%
148NIKE INCNKE8,567$808,2960.12%
149TARGET CORPTGT4,544$805,2420.12%
150UNITED STS OIL FD LPUNTCW10,000$787,3000.12%
151UNITED RENTALS INCURI1,076$775,9140.11%
152CLEANSPARK INCCLSKW36,000$763,5600.11%
153NOVANTA INCNOVTU4,364$762,6960.11%
154ALPS ETF TR00162Q45215,500$735,6300.11%
155ISHARES TR4642876142,133$718,9280.11%
156PULTE GROUP INC7458671015,948$718,6580.11%
157INSPIRE MED SYS INC4577301093,289$706,4440.10%
158MGM RESORTS INTERNATIONALMGM14,729$695,3560.10%
159ULTA BEAUTY INCULTA1,326$693,3390.10%
160MCDONALDS CORPMCD2,371$668,5030.10%
161UNION PAC CORPUNP2,668$656,1410.10%
162ISHARES TR4642875497,494$645,8330.09%
163SCHWAB CHARLES CORPSCHW-PJ8,768$634,2770.09%
164QUALCOMM INCQCOM3,695$625,5640.09%
165ISHARES TR4642874657,752$619,1030.09%
166ILLINOIS TOOL WKS INC4523081092,287$616,8730.09%
167BRISTOL-MYERS SQUIBB COCELG-RI11,349$615,4560.09%
168TESLA INCTSLA3,475$610,8700.09%
169VALKYRIE BITCOIN FDCSHRW30,250$608,9330.09%
170FLYWIRE CORPORATIONFLYW24,337$603,8010.09%
171SELECT SECTOR SPDR TR81369Y8869,091$596,8240.09%
172ISHARES TR4642876303,734$592,9970.09%
173DOW INCDOW10,200$590,8860.09%
174ODDITY TECH LTDODD13,456$584,6630.09%
175VANGUARD INDEX FDS9229085952,220$578,7980.09%
176STARBUCKS CORPSBUX6,256$571,7050.08%
177ISHARES INC4642863923,866$560,2220.08%
178THERMO FISHER SCIENTIFIC INCTMO946$550,1940.08%
179AUTOMATIC DATA PROCESSING INADP2,132$535,4300.08%
180NOVO-NORDISK A SNONOF4,136$534,9060.08%
181LOCKHEED MARTIN CORPLMT1,161$528,1040.08%
182SELECT SECTOR SPDR TR81369Y5065,589$527,6570.08%
183CARLYLE SECURED LENDING INCCGBD31,000$519,5600.08%
184NORTHROP GRUMMAN CORPNOC1,063$508,8160.07%
185VANGUARD SCOTTSDALE FDS92206C1028,740$507,5320.07%
186ISHARES GOLD TRIAU12,025$505,1700.07%
187CONSTELLATION BRANDS INCSTZ1,843$500,8540.07%
188SSGA ACTIVE ETF TR78467V84812,500$500,6250.07%
189BITFARMS LTDBITF222,250$495,5230.07%
190ORACLE CORPORCL-PD3,894$489,1250.07%
191MOSAIC CO NEWMOS15,038$488,1330.07%
192EXXON MOBIL CORPXOM4,186$486,5810.07%
193PHILIP MORRIS INTL INC7181721095,201$483,2770.07%
194FATHOM DIGITAL MFG CORPFTHM103,058$475,0970.07%
195ISHARES TR4642875077,760$471,3420.07%
196AMGEN INCAMGN1,646$467,9910.07%
197DIMENSIONAL ETF TRUST25434V73218,345$467,6140.07%
198BANK AMERICA CORP06050510412,310$466,7920.07%
199ISHARES TR46434V6217,703$447,2360.07%
200CENTRUS ENERGY CORPLEU10,000$415,3000.06%
201BLACKROCK ETF TRUST IIBLK7,898$414,3290.06%
202BP PLCBPPFF10,807$407,2080.06%
203SPDR SER TR78468R7398,460$401,3420.06%
204VANGUARD INDEX FDS9229087691,538$399,6800.06%
205ISHARES TR4642875982,213$396,3700.06%
206DOVER CORPDOV2,234$395,8420.06%
207APPLIED MATLS INC0382221051,917$395,3430.06%
208VANECK ETF TRUST92189F79110,000$387,4000.06%
209ISHARES TR4642877626,250$386,8750.06%
210SELECT SECTOR SPDR TR81369Y1004,036$374,9040.06%
211ADVANCED MICRO DEVICES INCAMD2,069$373,4340.05%
212VANGUARD WHITEHALL FDS9219464063,059$370,1080.05%
213PFIZER INCPFE13,315$369,4910.05%
214ISHARES TR4642875231,620$365,9900.05%
215ARDELYX INCARDX50,000$365,0000.05%
216VANGUARD WORLD FD92204A8011,775$362,8630.05%
217AMERICAN EXPRESS COAXP1,587$361,3440.05%
218REGAL REXNORD CORPORATIONRRX2,000$360,9000.05%
219MICROSTRATEGY INCSTRK207$352,8440.05%
220ISHARES TR46434V7386,045$349,7030.05%
221ARCHER DANIELS MIDLAND COADM5,559$349,1610.05%
222GOLDMAN SACHS GROUP INCGSCE835$348,7710.05%
223OPENLANE INCOPLN20,000$346,0000.05%
224SPDR DOW JONES INDL AVERAGE78467X109860$342,8760.05%
225CARLYLE GROUP INCCGABL7,057$331,0440.05%
226DIMENSIONAL ETF TRUST25434V81510,993$330,8890.05%
227OPENDOOR TECHNOLOGIES INCOPENZ108,740$329,4820.05%
228FIRST TR EXCHANGE-TRADED FD33738R5065,850$328,5950.05%
229VICI PPTYS INC92565210910,831$327,1500.05%
230PNC FINL SVCS GROUP INC6934751052,000$323,2000.05%
231NEW YORK CMNTY BANCORP INC649445103100,100$322,3220.05%
232ISHARES TR46432F8424,293$318,6260.05%
233SPDR SER TR78464A7896,063$315,7000.05%
234SSGA ACTIVE ETF TR78467V10311,110$310,5250.05%
235COCA COLA COKO4,964$306,1050.05%
236AMERICAN WTR WKS CO INC NEW0304201032,500$305,5250.04%
237MEDTRONIC PLCMDT3,430$301,2910.04%
238INTUITINTU455$295,7500.04%
239FIRST TR VALUE LINE DIVID IN33734H1066,930$292,6540.04%
240MODERNA INCMRNA2,705$288,2450.04%
241WISDOMTREE TRWT3,278$284,0710.04%
242CUMMINS INCCMI960$282,8640.04%
243VANGUARD SPECIALIZED FUNDS9219088441,526$278,6040.04%
244ARCELORMITTAL SA LUXEMBOURGARCXF10,000$275,8000.04%
245SELECT SECTOR SPDR TR81369Y8606,948$274,6730.04%
246DISNEY WALT CO2546871062,242$274,3440.04%
247ADOBE INCADBE526$265,4200.04%
248KRANESHARES TRUST50076730610,000$262,5000.04%
249CREDIT ACCEP CORP MICH225310101475$261,9860.04%
250CHEVRON CORP NEWCVX1,646$259,6400.04%
251FORD MTR CO DEL34537086019,419$257,8840.04%
252INVESCO EXCHANGE TRADED FD TIVZ5,350$257,0680.04%
253CATERPILLAR INCCAT698$255,7680.04%
254ISHARES TR4642888692,020$244,8040.04%
255DIMENSIONAL ETF TRUST25434V2037,725$233,4500.03%
256CARMAX INCKMX2,636$229,6220.03%
257SOUTHERN COSOMN3,191$228,9220.03%
258PEPSICO INCPEP1,275$224,7510.03%
259SCHWAB STRATEGIC TR8085248394,879$224,4340.03%
260ISHARES TR4642871762,014$216,3240.03%
261INTEL CORPINTC4,830$213,3410.03%
262ISHARES TR4642877964,302$212,5190.03%
263ISHARES INC46434G8636,588$212,3310.03%
264AAON INCAAON2,357$207,6520.03%
265VALERO ENERGY CORPVLO1,216$207,5590.03%
266ISHARES U S ETF TR46431W8537,625$205,8750.03%
267INVESCO EXCHANGE TRADED FD TIVZ1,924$204,8870.03%
268WELLS FARGO CO NEW9497461013,533$204,7730.03%
269SELECT SECTOR SPDR TR81369Y803979$203,8960.03%
270LAZYDAYS HLDGS INC52110H10050,000$201,5000.03%
271CVRX INCCVRX10,053$183,0650.03%
272CSI COMPRESSCO LP12637A10340,000$93,2000.01%
273SOFI TECHNOLOGIES INCSOFI10,000$73,0000.01%
274TERAWULF INCWULF22,800$59,9640.01%
275ARCADIUM LITHIUM PLCG0508H11010,000$43,1000.01%
276LUMINAR TECHNOLOGIES INCLAZRQ15,803$31,1320.00%