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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 Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003477

Total Value
$681.7M
Positions
262
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200115,085$63.0M9.24%
2VANGUARD WORLD FD92204A70243,936$25.4M3.72%
3ISHARES TR46432F339114,315$19.5M2.86%
4MICROSOFT CORPMSFT41,360$18.5M2.71%
5APPLE INCAAPL78,064$16.4M2.41%
6ISHARES TR464288885135,268$13.8M2.03%
7ISHARES TR464287887104,044$13.4M1.96%
8ISHARES TR464287309139,587$12.9M1.89%
9NVIDIA CORPORATIONNVDA101,282$12.5M1.84%
10ISHARES TR46428710146,032$12.2M1.78%
11ISHARES TR464288877215,974$11.5M1.68%
12VANGUARD MUN BD FDS922907746211,417$10.6M1.55%
13ISHARES TR46435G42585,197$10.2M1.49%
14ISHARES TR46428772166,047$9.9M1.46%
15SELECT SECTOR SPDR TR81369Y20965,694$9.6M1.40%
16VANGUARD SCOTTSDALE FDS92206C409103,785$8.0M1.18%
17WISDOMTREE TRWT152,665$7.7M1.13%
18ISHARES TR46428780471,956$7.7M1.13%
19BLACKROCK ETF TRUSTBLK160,668$7.5M1.11%
20KLA CORPKLAC8,888$7.3M1.07%
21MERCK & CO INCMRK58,175$7.2M1.06%
22BROADCOM INCAVGO4,380$7.0M1.03%
23ELI LILLY & COLLY7,353$6.7M0.98%
24SELECT SECTOR SPDR TR81369Y40734,862$6.4M0.93%
25LOWES COS INC54866110727,885$6.1M0.90%
26BLACKROCK CAP ALLOCATION TERBLK366,581$6.0M0.88%
27AMAZON COM INCAMZN29,875$5.8M0.85%
28STRYKER CORPORATIONSYK16,879$5.8M0.84%
29ANALOG DEVICES INCADI24,317$5.6M0.81%
30ISHARES TR46428740828,434$5.2M0.76%
31ENERGY TRANSFER L PET-PI312,657$5.1M0.74%
32TEXAS INSTRS INC88250810425,834$5.0M0.74%
33ISHARES TR46428841446,857$5.0M0.73%
34ISHARES INC46434G76484,210$5.0M0.73%
35VANGUARD WORLD FD92204A60320,829$4.9M0.72%
36ISHARES TR46435G409177,789$4.9M0.72%
37ISHARES TR464288372101,129$4.8M0.71%
38VISA INCV18,406$4.8M0.71%
39UNITEDHEALTH GROUP INCUNH9,396$4.8M0.70%
40COINBASE GLOBAL INCCOIN20,925$4.7M0.68%
41ABBVIE INCABBV25,383$4.4M0.64%
42CONOCOPHILLIPSCOP37,441$4.3M0.63%
43GALLAGHER ARTHUR J & CO36357610916,220$4.2M0.62%
44TE CONNECTIVITY LTDTEL27,400$4.1M0.60%
45MASTERCARD INCORPORATEDMA9,335$4.1M0.60%
46GOLDMAN SACHS ETF TRNVGLF40,333$4.0M0.59%
47EMERSON ELEC COEMR36,206$4.0M0.59%
48ISHARES TR46428716832,876$4.0M0.58%
49RTX CORPORATIONRTX37,521$3.8M0.55%
50SELECT SECTOR SPDR TR81369Y70430,894$3.8M0.55%
51INVESCO QQQ TRIVZ7,813$3.7M0.55%
52ZOETIS INCZTS21,588$3.7M0.55%
53INTERCONTINENTAL EXCHANGE IN45866F10426,299$3.6M0.53%
54VANGUARD WORLD FD92204A50413,476$3.6M0.53%
55JACOBS SOLUTIONS INCJ25,562$3.6M0.52%
56HOME DEPOT INCHD10,252$3.5M0.52%
57WASTE MGMT INC DEL94106L10916,056$3.4M0.50%
58VANGUARD INDEX FDS9229083636,802$3.4M0.50%
59ISHARES TR46428765516,722$3.4M0.50%
60COMCAST CORP NEWCCZ84,657$3.3M0.49%
61ISHARES TR46428786160,155$3.3M0.48%
62VANECK ETF TRUST92189H300138,305$3.3M0.48%
63ACCENTURE PLC IRELANDACN10,638$3.2M0.47%
64ISHARES TR46434V61370,995$3.2M0.47%
65ISHARES INC46434G10357,817$3.1M0.45%
66META PLATFORMS INCMETA5,921$3.0M0.44%
67FIRST TR EXCHANGE-TRADED FD33739Q40849,435$3.0M0.43%
68ISHARES TR46428867926,533$2.9M0.43%
69JPMORGAN CHASE & CO.VYLD14,346$2.9M0.43%
70ISHARES INC46434G88961,990$2.9M0.42%
71VANGUARD SCOTTSDALE FDS92206C87036,000$2.9M0.42%
72VANGUARD INDEX FDS9229087367,644$2.9M0.42%
73INTUITIVE SURGICAL INCISRG6,249$2.8M0.41%
74SPDR S&P 500 ETF TRSPY5,082$2.8M0.41%
75PINTEREST INCPINS61,717$2.7M0.40%
76ISHARES TR46429B69731,295$2.6M0.39%
77HONEYWELL INTL INC43851610612,250$2.6M0.38%
78FREEPORT-MCMORAN INCFCX53,555$2.6M0.38%
79MOODYS CORPMCO6,174$2.6M0.38%
80ISHARES BITCOIN TRIBIT73,953$2.5M0.37%
81VANGUARD WORLD FD92204A20712,337$2.5M0.37%
82EOG RES INCEOG18,691$2.4M0.35%
83VANGUARD INDEX FDS92290874414,517$2.3M0.34%
84ALPHABET INCGOOG12,692$2.3M0.34%
85SPDR GOLD TRGLD10,580$2.3M0.33%
86COSTCO WHSL CORP NEW22160K1052,589$2.2M0.32%
87VANGUARD ADMIRAL FDS INC92193279419,239$2.1M0.31%
88REPUBLIC SVCS INC76075910010,506$2.0M0.30%
89PROCTER AND GAMBLE CO74271810912,371$2.0M0.30%
90ISHARES TR46435U21820,828$2.0M0.30%
91CISCO SYS INCCSCO42,082$2.0M0.29%
92NATERA INCNTRA18,106$2.0M0.29%
93DIMENSIONAL ETF TRUST25434V30274,472$1.9M0.28%
94GENUINE PARTS COGPC13,463$1.9M0.28%
95CAVA GROUP INCCAVA20,100$1.9M0.27%
96BERKSHIRE HATHAWAY INC DELBRK-A4,472$1.8M0.27%
97FIRST TR EXCHANGE TRADED FD33734X19218,868$1.8M0.26%
98ABBOTT LABSABLZF17,336$1.8M0.26%
99SCHWAB CHARLES FAMILY FDSCHW-PJ1,770,823$1.8M0.26%
100NETFLIX INCNFLX2,602$1.8M0.26%
101US FOODS HLDG CORPUSFD31,750$1.7M0.25%
102HAMILTON LANE INCHLNE13,412$1.7M0.24%
103DEERE & CODE4,355$1.6M0.24%
104WALMART INCWMT24,119$1.6M0.24%
105STEPSTONE GROUP INCSTEP34,987$1.6M0.24%
106ISHARES TR46428815815,317$1.6M0.23%
107ISHARES TR46428743217,276$1.6M0.23%
108ISHARES TR46435U71337,556$1.6M0.23%
109ALPHABET INCGOOG8,573$1.6M0.23%
110TRANSCAT INCTRNS13,062$1.6M0.23%
111VANECK ETF TRUST92189F10645,000$1.5M0.22%
112FIRST TR EXCH TRADED FD III33739P85582,600$1.5M0.22%
113ISHARES TR46428734134,651$1.4M0.21%
114HERSHEY COHSY7,809$1.4M0.21%
115VANGUARD WORLD FD92204A40514,270$1.4M0.21%
116DIAMONDBACK ENERGY INCFANG7,131$1.4M0.21%
117SELECT SECTOR SPDR TR81369Y30818,380$1.4M0.21%
118ISHARES TR46434V80337,544$1.3M0.20%
119SCHWAB STRATEGIC TR80852410220,662$1.3M0.19%
120SELECT SECTOR SPDR TR81369Y60530,605$1.3M0.18%
121S&P GLOBAL INCSPGI2,810$1.3M0.18%
122INVESCO EXCHANGE TRADED FD TIVZ7,590$1.2M0.18%
123VANGUARD SCOTTSDALE FDS92206C81315,965$1.2M0.18%
124VANGUARD CHARLOTTE FDS92203J40724,000$1.2M0.17%
125FIRST TR EXCHANGE-TRADED FD33733E3025,649$1.2M0.17%
126COUPANG INCCPNG54,985$1.2M0.17%
127FIRST SOLAR INCFSLR5,019$1.1M0.17%
128SCHWAB STRATEGIC TR80852430010,900$1.1M0.16%
129BLUE OWL CAPITAL INCOWL60,287$1.1M0.16%
130ROCKET COS INC77311W10177,300$1.1M0.16%
131ISHARES TR4642876223,557$1.1M0.16%
132CME GROUP INCCME5,255$1.0M0.15%
133ISHARES TR4642886539,324$957,5750.14%
134NEXTERA ENERGY INCNEE-PW12,924$915,1780.13%
135D R HORTON INC23331A1096,487$914,2130.13%
136DIMENSIONAL ETF TRUST25434V60917,580$911,8750.13%
137SERVICENOW INCNOW1,128$887,3640.13%
138BRISTOL-MYERS SQUIBB COCELG-RI21,277$883,6340.13%
139ISHARES TR4642875566,425$881,8960.13%
140ISHARES TR4642885889,508$872,9290.13%
141JOHNSON & JOHNSONJNJ5,914$864,3900.13%
142ISHARES TR4642876142,133$777,5000.11%
143SPDR SER TR78468R72116,312$746,2740.11%
144ALPS ETF TR00162Q45215,500$743,6900.11%
145QUALCOMM INCQCOM3,704$737,7630.11%
146MOSAIC CO NEWMOS25,326$731,9210.11%
147ISHARES TR4642875497,527$709,8710.10%
148VANGUARD SCOTTSDALE FDS92206C10212,167$705,5640.10%
149UNITED RENTALS INCURI1,076$695,8810.10%
150TARGET CORPTGT4,544$672,6940.10%
151SPOK HLDGS INCSPOK45,000$666,4500.10%
152PULTE GROUP INC7458671015,951$656,4140.10%
153MGM RESORTS INTERNATIONALMGM14,729$654,5570.10%
154NIKE INCNKE8,567$648,8650.10%
155SCHWAB CHARLES CORPSCHW-PJ8,768$646,1140.09%
156ISHARES TR4642874657,759$607,7790.09%
157MCDONALDS CORPMCD2,371$604,2260.09%
158NOVO-NORDISK A SNONOF4,136$590,3730.09%
159UNION PAC CORPUNP2,585$584,8820.09%
160EXXON MOBIL CORPXOM5,060$582,5070.09%
161CLEANSPARK INCCLSKW36,000$574,2000.08%
162BITFARMS LTDBITF222,250$571,3560.08%
163ISHARES INC4642863923,866$570,1960.08%
164ISHARES TR4642876303,734$568,6880.08%
165CARLYLE SECURED LENDING INCCGBD31,000$564,5100.08%
166ORACLE CORPORCL-PD3,934$555,4810.08%
167ILLINOIS TOOL WKS INC4523081092,293$546,5590.08%
168LOCKHEED MARTIN CORPLMT1,161$542,3030.08%
169DOW INCDOW10,200$541,1100.08%
170PHILIP MORRIS INTL INC7181721095,201$533,7790.08%
171SELECT SECTOR SPDR TR81369Y8867,759$528,6980.08%
172ISHARES GOLD TRIAU12,025$528,2580.08%
173WISDOMTREE TRWT6,237$527,5880.08%
174VALKYRIE BITCOIN FDCSHRW30,250$513,9480.08%
175TESLA INCTSLA2,568$508,1560.07%
176AMGEN INCAMGN1,622$506,7940.07%
177ULTA BEAUTY INCULTA1,313$506,6470.07%
178INVESCO EXCHANGE TRADED FD TIVZ10,650$504,1750.07%
179CONSTELLATION BRANDS INCSTZ1,843$474,1670.07%
180THERMO FISHER SCIENTIFIC INCTMO831$459,8670.07%
181BLACKROCK ETF TRUST IIBLK8,792$458,9420.07%
182APPLIED MATLS INC0382221051,917$452,3930.07%
183ISHARES TR46434V6217,605$438,1240.06%
184AUTOMATIC DATA PROCESSING INADP1,781$427,6000.06%
185CENTRUS ENERGY CORPLEU10,000$427,5000.06%
186STARBUCKS CORPSBUX5,445$423,8930.06%
187VANECK ETF TRUST92189F79110,000$421,2000.06%
188BANK AMERICA CORP06050510410,570$420,3660.06%
189SELECT SECTOR SPDR TR81369Y5064,543$414,0940.06%
190VANGUARD INDEX FDS9229087691,528$410,1630.06%
191ISHARES TR4642875076,885$402,9100.06%
192ISHARES TR4642875231,620$399,5410.06%
193ISHARES TR4642875982,213$386,1020.06%
194PFIZER INCPFE13,638$381,5910.06%
195ISHARES TR4642877626,176$378,4040.06%
196GOLDMAN SACHS GROUP INCGSCE835$377,6870.06%
197ARDELYX INCARDX50,000$370,5000.05%
198SELECT SECTOR SPDR TR81369Y8031,626$367,8500.05%
199AMERICAN EXPRESS COAXP1,587$367,4700.05%
200VANGUARD WHITEHALL FDS9219464063,036$360,0700.05%
201SELECT SECTOR SPDR TR81369Y1004,036$356,4190.05%
202ISHARES TR46434V7386,045$344,2630.05%
203SPDR DOW JONES INDL AVERAGE78467X109871$341,4350.05%
204NORTHROP GRUMMAN CORPNOC781$340,4770.05%
205VANGUARD WORLD FD92204A8011,753$339,1150.05%
206ARCHER DANIELS MIDLAND COADM5,559$336,0420.05%
207ADVANCED MICRO DEVICES INCAMD2,048$332,2060.05%
208OPENLANE INCOPLN20,000$331,8000.05%
209DOVER CORPDOV1,824$329,1410.05%
210KRANESHARES TRUST50076730612,000$324,2400.05%
211AMERICAN WTR WKS CO INC NEW0304201032,500$322,9000.05%
212NEW YORK CMNTY BANCORP INC649445103100,100$322,3220.05%
213MODERNA INCMRNA2,705$321,2190.05%
214FIRST TR EXCHANGE-TRADED FD33738R5065,832$319,3020.05%
215VANGUARD INDEX FDS9229085951,272$318,6920.05%
216COCA COLA COKO4,964$318,3660.05%
217PNC FINL SVCS GROUP INC6934751052,000$310,9600.05%
218SSGA ACTIVE ETF TR78467V10311,110$306,9690.05%
219INTUITINTU455$299,0310.04%
220ISHARES TR46432F8424,077$296,1530.04%
221BP PLCBPPFF8,157$294,4680.04%
222VICI PPTYS INC92565210910,019$291,1020.04%
223ADOBE INCADBE518$287,7700.04%
224SPDR SER TR78464A7895,717$284,8780.04%
225CARLYLE GROUP INCCGABL7,057$283,3390.04%
226VANGUARD SPECIALIZED FUNDS9219088441,526$279,8840.04%
227MICROSTRATEGY INCSTRK200$275,4960.04%
228MEDTRONIC PLCMDT3,430$272,3760.04%
229REGAL REXNORD CORPORATIONRRX2,000$271,1400.04%
230SPDR SER TR78468R7395,664$267,2840.04%
231SOUTHERN COSOMN3,434$266,3750.04%
232CUMMINS INCCMI960$265,8530.04%
233CREDIT ACCEP CORP MICH225310101475$244,4730.04%
234FORD MTR CO DEL34537086019,419$243,5140.04%
235SELECT SECTOR SPDR TR81369Y8606,332$243,2300.04%
236DIMENSIONAL ETF TRUST25434V8158,426$242,5000.04%
237SCHWAB STRATEGIC TR8085248395,274$240,3890.04%
238CATERPILLAR INCCAT698$232,5040.03%
239ISHARES TR4642888692,020$230,2800.03%
240ARCELORMITTAL SA LUXEMBOURGARCXF10,000$229,3000.03%
241DIMENSIONAL ETF TRUST25434V2037,725$229,2010.03%
242DISNEY WALT CO2546871062,242$222,6180.03%
243ISHARES TR4642871762,050$218,8990.03%
244ISHARES TR4642894381,012$217,0940.03%
245DELL TECHNOLOGIES INCDELL1,561$215,2780.03%
246PEPSICO INCPEP1,284$211,7700.03%
247WELLS FARGO CO NEW9497461013,533$209,8250.03%
248CHEVRON CORP NEWCVX1,335$208,8210.03%
249AAON INCAAON2,357$205,6250.03%
250ISHARES U S ETF TR46431W8537,515$205,2350.03%
251TETRA TECH INC NEWTTEK1,000$204,4800.03%
252TAIWAN SEMICONDUCTOR MFG LTD8740391001,170$203,9890.03%
253CARRIER GLOBAL CORPORATIONCARR3,210$203,0970.03%
254OPENDOOR TECHNOLOGIES INCOPENZ108,740$200,0820.03%
255AT&T INCT-PC10,033$191,7310.03%
256PARAMOUNT GLOBAL92556H20613,780$143,9130.02%
257LAZYDAYS HLDGS INC52110H10050,000$127,0000.02%
258CVRX INCCVRX10,161$121,8300.02%
259TERAWULF INCWULF22,800$101,4600.01%
260SOFI TECHNOLOGIES INCSOFI10,000$66,1000.01%
261ARCADIUM LITHIUM PLCG0508H11010,000$33,6000.00%
262LUMINAR TECHNOLOGIES INCLAZRQ15,803$23,5460.00%