Top 50 Keebeck Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.94% | 80.8K | $52.8M | +1.68%(+1.34K) | $433.24(+73.47%) | 2026-03-31 | |
| GSUS | GOLDMAN SACHS ETF TR | 2.9% | 287.9K | $25.8M | -3.78%(-11.31K) | $86.19(+19.74%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.89% | 36.8K | $25.7M | -5.41%(-2.10K) | $38.34(+200.48%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.41% | 123.0K | $21.4M | +15.50%(+16.50K) | $54.73(+330.75%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.41% | 84.3K | $21.4M | +9.61%(+7.39K) | $114.53(+160.37%) | 2026-03-31 | |
| GCOR | GOLDMAN SACHS ETF TR | 2.27% | 488.8K | $20.2M | +170.68%(+308.22K) | $41.40(-0.90%) | 2026-03-31 | |
| QUAL | ISHARES TR | 1.95% | 90.5K | $17.3M | -0.57%(-522) | $134.78(+57.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.95% | 46.8K | $17.3M | +5.14%(+2.29K) | $239.78(+70.75%) | 2026-03-31 | |
| EFV | ISHARES TR | 1.95% | 233.0K | $17.3M | -2.38%(-5.67K) | $51.28(+52.86%) | 2026-03-31 | |
| MUB | ISHARES TR | 1.63% | 136.9K | $14.5M | +84.35%(+62.62K) | $106.34(+0.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.02% | +48.24% |
| Top 20 Holdings Unweighted | +14.12% | +48.64% |
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