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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 Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004848

Total Value
$690.6M
Positions
255
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200105,265$60.7M8.79%
2VANGUARD WORLD FD92204A70242,807$25.1M3.64%
3ISHARES TR46432F339107,904$19.3M2.80%
4MICROSOFT CORPMSFT42,847$18.4M2.67%
5APPLE INCAAPL77,855$18.1M2.63%
6ISHARES TR464288877264,233$15.2M2.20%
7ISHARES TR464287887104,588$14.6M2.11%
8ISHARES TR464288885130,430$14.0M2.03%
9ISHARES TR46428710146,683$12.9M1.87%
10ISHARES TR464287309134,446$12.9M1.86%
11NVIDIA CORPORATIONNVDA98,882$12.0M1.74%
12GOLDMAN SACHS ETF TRNVGLF112,649$11.3M1.64%
13SELECT SECTOR SPDR TR81369Y20964,255$9.9M1.43%
14VANGUARD MUN BD FDS922907746191,301$9.8M1.42%
15ISHARES TR46435G42576,645$9.7M1.40%
16ISHARES TR46428772159,436$9.0M1.30%
17ISHARES TR46428780471,920$8.4M1.22%
18BLACKROCK ETF TRUSTBLK166,830$8.3M1.20%
19LOWES COS INC54866110727,393$7.4M1.07%
20BROADCOM INCAVGO42,605$7.3M1.06%
21ELI LILLY & COLLY8,146$7.2M1.05%
22SELECT SECTOR SPDR TR81369Y40733,340$6.7M0.97%
23MERCK & CO INCMRK56,905$6.5M0.94%
24KLA CORPKLAC8,365$6.5M0.94%
25ISHARES TR46428841456,839$6.2M0.89%
26ISHARES INC46434G764100,754$6.2M0.89%
27BLACKROCK CAP ALLOCATION TERBLK366,797$6.0M0.87%
28STRYKER CORPORATIONSYK16,484$6.0M0.86%
29ISHARES TR46428740828,924$5.7M0.83%
30MASTERCARD INCORPORATEDMA11,195$5.5M0.80%
31TE CONNECTIVITY PLCTEL36,600$5.5M0.80%
32AMAZON COM INCAMZN29,552$5.5M0.80%
33ANALOG DEVICES INCADI23,876$5.5M0.80%
34UNITEDHEALTH GROUP INCUNH9,221$5.4M0.78%
35TEXAS INSTRS INC88250810425,549$5.3M0.76%
36WISDOMTREE TRWT102,780$5.2M0.75%
37ENERGY TRANSFER L PET-PI321,456$5.2M0.75%
38ISHARES TR46435G409171,911$5.1M0.74%
39VANGUARD WORLD FD92204A60319,279$5.0M0.73%
40ABBVIE INCABBV25,149$5.0M0.72%
41VISA INCV17,944$4.9M0.71%
42INTERCONTINENTAL EXCHANGE IN45866F10430,343$4.9M0.71%
43ISHARES TR46434V613101,101$4.8M0.69%
44ISHARES TR46428716835,086$4.7M0.69%
45RTX CORPORATIONRTX36,824$4.5M0.65%
46GALLAGHER ARTHUR J & CO36357610915,756$4.4M0.64%
47COINBASE GLOBAL INCCOIN23,459$4.2M0.61%
48ZOETIS INCZTS21,351$4.2M0.60%
49HOME DEPOT INCHD10,130$4.1M0.59%
50SELECT SECTOR SPDR TR81369Y70429,613$4.0M0.58%
51CONOCOPHILLIPSCOP36,940$3.9M0.56%
52EMERSON ELEC COEMR35,288$3.9M0.56%
53INVESCO QQQ TRIVZ7,671$3.7M0.54%
54SCHWAB CHARLES FAMILY FDSCHW-PJ3,731,174$3.7M0.54%
55VANGUARD INDEX FDS9229083636,999$3.7M0.54%
56ACCENTURE PLC IRELANDACN10,433$3.7M0.53%
57ISHARES TR46428765516,629$3.7M0.53%
58ISHARES TR46428786160,649$3.5M0.51%
59COMCAST CORP NEWCCZ84,024$3.5M0.51%
60META PLATFORMS INCMETA5,900$3.4M0.49%
61WASTE MGMT INC DEL94106L10916,056$3.3M0.48%
62VANGUARD WORLD FD92204A50411,686$3.3M0.48%
63JACOBS SOLUTIONS INCJ25,004$3.3M0.47%
64ISHARES INC46434G88962,604$3.1M0.45%
65INTUITIVE SURGICAL INCISRG6,120$3.0M0.44%
66VANGUARD SCOTTSDALE FDS92206C40937,740$3.0M0.43%
67VANGUARD INDEX FDS9229087367,644$2.9M0.42%
68FIRST TR EXCHANGE-TRADED FD33739Q40848,308$2.9M0.42%
69MOODYS CORPMCO6,063$2.9M0.42%
70SPDR S&P 500 ETF TRSPY4,995$2.9M0.42%
71CAVA GROUP INCCAVA22,680$2.8M0.41%
72FREEPORT-MCMORAN INCFCX52,557$2.6M0.38%
73VANGUARD WORLD FD92204A20711,832$2.6M0.38%
74ISHARES BITCOIN TRUST ETFIBIT70,593$2.6M0.37%
75VANGUARD INDEX FDS92290874414,448$2.5M0.37%
76ISHARES TR46429B69727,527$2.5M0.36%
77HONEYWELL INTL INC43851610612,018$2.5M0.36%
78ISHARES INC46434G10339,749$2.3M0.33%
79COSTCO WHSL CORP NEW22160K1052,517$2.2M0.32%
80VANECK ETF TRUST92189H30087,630$2.2M0.32%
81EOG RES INCEOG18,099$2.2M0.32%
82NATERA INCNTRA17,333$2.2M0.32%
83HAMILTON LANE INCHLNE12,845$2.2M0.31%
84ISHARES TR46428867919,508$2.2M0.31%
85PROCTER AND GAMBLE CO74271810912,383$2.1M0.31%
86REPUBLIC SVCS INC76075910010,506$2.1M0.31%
87FIRST TR EXCH TRADED FD III33739P855109,750$2.1M0.30%
88ISHARES TR46435U21820,192$2.0M0.30%
89BERKSHIRE HATHAWAY INC DELBRK-A4,412$2.0M0.29%
90ALPHABET INCGOOG12,043$2.0M0.29%
91PINTEREST INCPINS61,462$2.0M0.29%
92SPDR GOLD TRGLD8,115$2.0M0.29%
93US FOODS HLDG CORPUSFD31,750$2.0M0.28%
94WALMART INCWMT24,177$2.0M0.28%
95FIRST TR EXCHANGE TRADED FD33734X19218,868$1.9M0.28%
96ABBOTT LABSABLZF16,854$1.9M0.28%
97STEPSTONE GROUP INCSTEP33,504$1.9M0.28%
98GENUINE PARTS COGPC13,196$1.9M0.27%
99NETFLIX INCNFLX2,603$1.8M0.27%
100DEERE & CODE4,289$1.8M0.26%
101DIMENSIONAL ETF TRUST25434V30263,612$1.7M0.25%
102VANGUARD ADMIRAL FDS INC92193279414,461$1.7M0.25%
103ISHARES TR46435U71334,858$1.6M0.24%
104ISHARES TR46428743216,285$1.6M0.23%
105VANECK ETF TRUST92189F10640,000$1.6M0.23%
106TRANSCAT INCTRNS12,511$1.5M0.22%
107SELECT SECTOR SPDR TR81369Y30817,899$1.5M0.22%
108VANGUARD WORLD FD92204A40513,261$1.5M0.21%
109ISHARES TR46428815813,683$1.5M0.21%
110ALPHABET INCGOOG8,682$1.5M0.21%
111HERSHEY COHSY7,563$1.5M0.21%
112S&P GLOBAL INCSPGI2,770$1.4M0.21%
113INVESCO EXCHANGE TRADED FD TIVZ7,591$1.4M0.20%
114COUPANG INCCPNG54,985$1.3M0.20%
115VANGUARD SCOTTSDALE FDS92206C81315,965$1.3M0.19%
116ISHARES TR46428754913,344$1.3M0.19%
117SELECT SECTOR SPDR TR81369Y60527,837$1.3M0.18%
118ISHARES TR46428865311,495$1.3M0.18%
119FIRST SOLAR INCFSLR5,021$1.3M0.18%
120DIAMONDBACK ENERGY INCFANG7,136$1.2M0.18%
121ROCKET COS INC77311W10162,300$1.2M0.17%
122ISHARES TR46428858812,313$1.2M0.17%
123BLUE OWL CAPITAL INCOWL60,350$1.2M0.17%
124CME GROUP INCCME5,255$1.2M0.17%
125ISHARES TR4642876223,679$1.2M0.17%
126D R HORTON INC23331A1096,014$1.1M0.17%
127WISDOMTREE TRWT12,042$1.1M0.16%
128INVESCO EXCHANGE TRADED FD TIVZ21,050$1.1M0.16%
129BRISTOL-MYERS SQUIBB COCELG-RI21,283$1.1M0.16%
130NEXTERA ENERGY INCNEE-PW12,735$1.1M0.16%
131SERVICENOW INCNOW1,181$1.1M0.15%
132FIRST TR EXCHANGE-TRADED FD33733E3024,813$1.0M0.15%
133SCHWAB STRATEGIC TR80852410214,971$995,8450.14%
134DIMENSIONAL ETF TRUST25434V60917,580$977,9750.14%
135ORACLE CORPORCL-PD5,675$967,0200.14%
136JOHNSON & JOHNSONJNJ5,836$945,7820.14%
137ISHARES TR4642875566,302$917,5710.13%
138BLACKROCK ETF TRUST IIBLK15,415$825,1650.12%
139PULTE GROUP INC7458671015,630$809,2540.12%
140MCDONALDS CORPMCD2,546$775,2820.11%
141SPDR SER TR78468R72116,298$763,2350.11%
142JPMORGAN CHASE & CO.VYLD3,617$762,7610.11%
143TESLA INCTSLA2,889$755,8490.11%
144QUALCOMM INCQCOM4,300$731,2150.11%
145ALPS ETF TR00162Q45215,500$730,5150.11%
146TARGET CORPTGT4,551$709,3190.10%
147SPOK HLDGS INCSPOK46,600$701,7960.10%
148LOCKHEED MARTIN CORPLMT1,163$679,8430.10%
149MOSAIC CO NEWMOS25,038$670,5180.10%
150PHILIP MORRIS INTL INC7181721095,357$657,5720.10%
151STARBUCKS CORPSBUX6,591$642,5570.09%
152UNION PAC CORPUNP2,588$637,8900.09%
153UNITED RENTALS INCURI776$628,3500.09%
154SELECT SECTOR SPDR TR81369Y8867,638$616,9980.09%
155ISHARES TR4642876141,615$606,2390.09%
156ILLINOIS TOOL WKS INC4523081092,293$604,3660.09%
157VANGUARD SCOTTSDALE FDS92206C10210,145$598,7580.09%
158ISHARES GOLD TRIAU12,025$597,6430.09%
159EXXON MOBIL CORPXOM5,089$596,5330.09%
160ISHARES TR4642876303,514$586,2050.08%
161MGM RESORTS INTERNATIONALMGM14,729$575,7570.08%
162SCHWAB CHARLES CORPSCHW-PJ8,870$574,8370.08%
163DOW INCDOW10,207$557,6080.08%
164COINSHARES VALKYRIE BITCOINCSHRW30,250$543,8950.08%
165CARLYLE SECURED LENDING INCCGBD31,000$540,6400.08%
166UNITED STS OIL FD LPUNTCW7,500$524,4000.08%
167THERMO FISHER SCIENTIFIC INCTMO833$515,5930.07%
168ULTA BEAUTY INCULTA1,313$510,9150.07%
169AMGEN INCAMGN1,578$508,4470.07%
170CHEVRON CORP NEWCVX3,393$499,6870.07%
171AUTOMATIC DATA PROCESSING INADP1,781$495,3500.07%
172NOVO-NORDISK A SNONOF4,157$494,9740.07%
173NIKE INCNKE5,560$493,5610.07%
174VANECK ETF TRUST92189F79110,000$488,1000.07%
175ISHARES TR46428734111,889$481,2670.07%
176CONSTELLATION BRANDS INCSTZ1,863$480,0760.07%
177MICROSTRATEGY INCSTRK2,795$471,2370.07%
178BITFARMS LTDBITF222,250$468,9450.07%
179ISHARES TR46434V6217,391$463,3420.07%
180VANGUARD INDEX FDS9229087691,528$433,9490.06%
181CLEANSPARK INCCLSKW46,000$429,6400.06%
182ISHARES TR4642875076,853$427,0790.06%
183AMERICAN EXPRESS COAXP1,559$422,8010.06%
184BANK AMERICA CORP06050510410,622$421,4780.06%
185GOLDMAN SACHS GROUP INCGSCE838$414,9020.06%
186ISHARES TR4642883727,612$414,3210.06%
187NORTHROP GRUMMAN CORPNOC767$405,0300.06%
188COCA COLA COKO5,594$404,6850.06%
189PFIZER INCPFE13,748$397,8670.06%
190CHIPOTLE MEXICAN GRILL INCCMG6,870$395,8490.06%
191APPLIED MATLS INC0382221051,933$390,5630.06%
192VANGUARD WHITEHALL FDS9219464063,041$389,8560.06%
193NEW YORK CMNTY BANCORP INCFLG-PU33,366$374,7000.05%
194ISHARES TR4642875231,620$373,5560.05%
195VANGUARD WORLD FD92204A8011,753$372,1710.05%
196PNC FINL SVCS GROUP INC6934751052,003$370,2550.05%
197SPDR DOW JONES INDL AVERAGE78467X109871$369,6240.05%
198AMERICAN WTR WKS CO INC NEW0304201032,500$365,6000.05%
199SELECT SECTOR SPDR TR81369Y1003,775$363,8350.05%
200DOVER CORPDOV1,824$349,7340.05%
201ISHARES TR4642877625,317$345,6050.05%
202ARDELYX INCARDX50,000$344,5000.05%
203VICI PPTYS INC92565210910,019$338,0660.05%
204REGAL REXNORD CORPORATIONRRX2,000$332,4600.05%
205AMENTUM HOLDINGS INCAMTM10,297$332,0780.05%
206ADVANCED MICRO DEVICES INCAMD2,001$328,3240.05%
207SPDR SER TR78464A7895,570$316,0980.05%
208CUMMINS INCCMI960$310,8380.05%
209SOUTHERN COSOMN3,445$310,6700.04%
210VANGUARD INDEX FDS9229085951,158$309,6140.04%
211SELECT SECTOR SPDR TR81369Y5063,514$308,5290.04%
212CARLYLE GROUP INCCGABL7,057$303,8740.04%
213VANGUARD SPECIALIZED FUNDS9219088441,526$303,4500.04%
214MEDTRONIC PLCMDT3,231$293,1490.04%
215CISCO SYS INCCSCO5,424$288,6650.04%
216INTUITINTU455$282,5550.04%
217CREDIT ACCEP CORP MICH225310101631$279,7980.04%
218SELECT SECTOR SPDR TR81369Y8606,015$268,7110.04%
219CATERPILLAR INCCAT682$266,7440.04%
220ARCELORMITTAL SA LUXEMBOURGARCXF10,008$262,8100.04%
221CARRIER GLOBAL CORPORATIONCARR3,210$258,3730.04%
222BP PLCBPPFF8,179$256,7390.04%
223AAON INCAAON2,357$254,1790.04%
224SCHWAB STRATEGIC TR8085248395,274$250,6200.04%
225ISHARES TR4642888692,020$249,1060.04%
226BROOKFIELD CORP11271J1074,677$248,5830.04%
227ADOBE INCADBE472$244,3920.04%
228TIDAL TR II88634T85713,370$243,3340.04%
229ISHARES TR46432F8423,106$242,4230.04%
230TIDAL TR II88634T41014,180$241,3440.03%
231TIDAL TR II88634T42811,920$238,6380.03%
232TIDAL TR II88634T7749,915$237,5630.03%
233ISHARES TR4642875981,250$237,2500.03%
234TETRA TECH INC NEWTTEK5,000$235,8000.03%
235TIDAL TR II88634T43612,905$233,4400.03%
236ISHARES TR4642871501,841$231,2660.03%
237ISHARES TR46434V6396,150$226,0740.03%
238INTERNATIONAL BUSINESS MACHSINTR1,022$225,9440.03%
239OPENDOOR TECHNOLOGIES INCOPENZ108,740$217,4800.03%
240DISNEY WALT CO2546871062,252$216,6300.03%
241BLACKROCK INCBLK225$213,6400.03%
242ARCHER DANIELS MIDLAND COADM3,559$212,6150.03%
243ISHARES TR46435G2194,446$206,6060.03%
244TAIWAN SEMICONDUCTOR MFG LTD8740391001,170$203,9250.03%
245ISHARES TR4642898592,578$203,4160.03%
246WELLS FARGO CO NEW9497461013,586$202,5730.03%
247FORD MTR CO34537086019,144$202,1560.03%
248TIDAL TR II88634T44410,150$166,1560.02%
249TIDAL TR II88634T79010,330$160,0120.02%
250TERAWULF INCWULF22,800$106,7040.02%
251SOFI TECHNOLOGIES INCSOFI10,000$78,6000.01%
252LAZYDAYS HLDGS INC52110H10050,000$75,0000.01%
253SOUNDHOUND AI INCSOUNW10,000$46,6000.01%
254ARCADIUM LITHIUM PLCG0508H11010,000$28,5000.00%
255LUMINAR TECHNOLOGIES INCLAZRQ15,803$14,2180.00%