Keudell/Morrison Wealth Management
Latest statistics and disclosures from Keudell/Morrison Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FLTR, FLBL, SCHD, FNDF, VYM, and represent 34.34% of Keudell/Morrison Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FLTR (+$11M), TPYP (+$10M), SCHD (+$8.5M), DEXC, CGHM, DFAC, JMST, PFN, FLBL, BTI.
- Started 28 new stock positions in MU, IWM, RIG, TPYP, PFN, BLV, DDOG, CLOX, ALT, MSCI.
- Reduced shares in these 10 stocks: GLDM (-$13M), HEQT (-$11M), Managed Portfolio Ser tortoise nram pi (-$9.7M), PM, VYM, GOOG, AAPL, MSFT, BND, .
- Sold out of its positions in ARE, CVS, Checkpoint Therapeutics, ETR, GIS, SHOT, Managed Portfolio Ser tortoise nram pi, MCD, OXY, PBA. SLB, TMUS, UBER, BND, MMU, AON, CRH, NXPI.
- Keudell/Morrison Wealth Management was a net buyer of stock by $8.5M.
- Keudell/Morrison Wealth Management has $451M in assets under management (AUM), dropping by 6.29%.
- Central Index Key (CIK): 0001785498
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Portfolio Holdings for Keudell/Morrison Wealth Management
Keudell/Morrison Wealth Management holds 228 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 9.1 | $41M | +35% | 1.6M | 25.50 |
|
| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 8.3 | $37M | 1.5M | 24.23 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.9 | $31M | +37% | 1.2M | 26.50 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 5.6 | $25M | 632k | 40.02 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 4.4 | $20M | -3% | 150k | 133.31 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.5 | $16M | +25% | 438k | 35.84 |
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| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 3.3 | $15M | -41% | 490k | 30.05 |
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| Apple (AAPL) | 3.0 | $14M | -4% | 67k | 205.17 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 3.0 | $13M | +3% | 204k | 65.35 |
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| Dimensional Etf Trust Emerging Mrktets (DEXC) | 2.3 | $11M | +56% | 194k | 54.57 |
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| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 2.2 | $10M | NEW | 279k | 35.73 |
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| Microsoft Corporation (MSFT) | 2.1 | $9.4M | -5% | 19k | 497.42 |
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| Amazon (AMZN) | 1.6 | $7.1M | +4% | 33k | 219.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $5.3M | -10% | 30k | 177.39 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.2 | $5.3M | +6% | 107k | 49.64 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $5.0M | +2% | 170k | 29.21 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $4.4M | +4% | 41k | 107.80 |
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| Vanguard World Energy Etf (VDE) | 0.9 | $4.1M | 35k | 119.12 |
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| Visa Com Cl A (V) | 0.9 | $4.1M | -3% | 12k | 355.05 |
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| Eli Lilly & Co. (LLY) | 0.9 | $4.1M | 5.2k | 779.53 |
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| Abbvie (ABBV) | 0.9 | $4.0M | -2% | 21k | 185.62 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $3.7M | 15k | 253.23 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.8 | $3.6M | NEW | 147k | 24.64 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.8 | $3.6M | -78% | 55k | 65.52 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.8 | $3.5M | +69% | 68k | 50.92 |
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| Home Depot (HD) | 0.8 | $3.4M | 9.2k | 366.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $3.3M | -2% | 5.9k | 551.64 |
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| NVIDIA Corporation (NVDA) | 0.7 | $3.1M | -5% | 20k | 157.99 |
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| Philip Morris International (PM) | 0.7 | $3.0M | -21% | 16k | 182.13 |
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| Us Bancorp Del Com New (USB) | 0.6 | $2.9M | 65k | 45.25 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.7M | -9% | 9.5k | 289.91 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.6 | $2.7M | 28k | 95.32 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $2.5M | +8% | 17k | 146.02 |
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| Chevron Corporation (CVX) | 0.5 | $2.5M | +3% | 17k | 143.19 |
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| Meta Platforms Cl A (META) | 0.5 | $2.5M | +2% | 3.3k | 738.09 |
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| Stryker Corporation (SYK) | 0.5 | $2.4M | 6.1k | 395.63 |
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| Qualcomm (QCOM) | 0.5 | $2.3M | -8% | 15k | 159.26 |
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| Caterpillar (CAT) | 0.5 | $2.3M | -2% | 6.0k | 388.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.3M | 4.7k | 485.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.2M | -3% | 13k | 176.23 |
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| Verizon Communications (VZ) | 0.5 | $2.2M | +6% | 51k | 43.27 |
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| At&t (T) | 0.5 | $2.2M | -11% | 75k | 28.94 |
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| Nike CL B (NKE) | 0.5 | $2.2M | 30k | 71.04 |
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| Oracle Corporation (ORCL) | 0.5 | $2.2M | -4% | 9.8k | 218.63 |
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| Costco Wholesale Corporation (COST) | 0.5 | $2.1M | 2.1k | 990.10 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $2.0M | 21k | 97.34 |
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| Anthem (ELV) | 0.4 | $1.9M | 5.0k | 388.96 |
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| salesforce (CRM) | 0.4 | $1.9M | +24% | 7.1k | 272.69 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.7M | 27k | 63.94 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $1.7M | +4% | 54k | 31.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.7M | -6% | 8.3k | 204.67 |
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| Altria (MO) | 0.4 | $1.6M | -5% | 27k | 58.63 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.5M | -6% | 10k | 152.74 |
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| Amgen (AMGN) | 0.3 | $1.5M | +7% | 5.3k | 279.21 |
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| International Business Machines (IBM) | 0.3 | $1.5M | -4% | 4.9k | 294.80 |
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| Netflix (NFLX) | 0.3 | $1.3M | -4% | 962.00 | 1339.13 |
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| LTC Properties (LTC) | 0.3 | $1.2M | -3% | 36k | 34.61 |
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| Broadcom (AVGO) | 0.3 | $1.2M | -3% | 4.3k | 275.65 |
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| Procter & Gamble Company (PG) | 0.3 | $1.1M | -9% | 7.1k | 159.32 |
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| L3harris Technologies (LHX) | 0.3 | $1.1M | +2% | 4.5k | 250.84 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.1M | 8.2k | 132.81 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.1M | -2% | 11k | 97.78 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.1M | +5% | 12k | 91.63 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.1M | 1.3k | 801.39 |
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| Cisco Systems (CSCO) | 0.2 | $1.0M | -13% | 15k | 69.38 |
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| UnitedHealth (UNH) | 0.2 | $1.0M | +19% | 3.3k | 311.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $986k | +2% | 11k | 89.39 |
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| Wells Fargo & Company (WFC) | 0.2 | $973k | 12k | 80.12 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $972k | 3.4k | 285.86 |
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| Realty Income (O) | 0.2 | $965k | +8% | 17k | 57.61 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $953k | -7% | 19k | 49.46 |
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| Merck & Co (MRK) | 0.2 | $945k | -6% | 12k | 79.16 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $923k | 2.4k | 386.88 |
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| Enbridge (ENB) | 0.2 | $918k | 20k | 45.32 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $918k | 3.3k | 278.88 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $836k | +5% | 4.0k | 207.62 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $820k | +3% | 1.8k | 463.17 |
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| Marriott Intl Cl A (MAR) | 0.2 | $808k | 3.0k | 273.21 |
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| Southern Company (SO) | 0.2 | $806k | -12% | 8.8k | 91.83 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $798k | -9% | 6.8k | 118.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $770k | 2.6k | 298.89 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $767k | +8% | 1.5k | 509.31 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $764k | +2% | 5.6k | 136.32 |
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| Boeing Company (BA) | 0.2 | $736k | -3% | 3.5k | 209.53 |
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| Servicenow (NOW) | 0.2 | $734k | +8% | 714.00 | 1028.08 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $728k | 12k | 61.39 |
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| Coca-Cola Company (KO) | 0.2 | $727k | -7% | 10k | 70.75 |
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| Crown Castle Intl (CCI) | 0.2 | $720k | +7% | 7.0k | 102.73 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $706k | +31% | 10k | 69.02 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $701k | 7.8k | 90.12 |
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| Intel Corporation (INTC) | 0.2 | $690k | +2% | 31k | 22.40 |
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| Pepsi (PEP) | 0.2 | $682k | +13% | 5.2k | 132.03 |
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| Dutch Bros Cl A (BROS) | 0.1 | $671k | -2% | 9.8k | 68.37 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $664k | 8.9k | 74.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $662k | -4% | 2.2k | 304.83 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $660k | 1.2k | 561.95 |
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| Cibc Cad (CM) | 0.1 | $658k | -2% | 9.3k | 70.83 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $657k | 1.5k | 438.40 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $650k | +2% | 14k | 48.31 |
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| Bristol Myers Squibb (BMY) | 0.1 | $648k | -28% | 14k | 46.29 |
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| New York Life Invts Active E Nyli Mackay Core (CPLB) | 0.1 | $637k | +4% | 30k | 21.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $629k | +3% | 1.0k | 618.06 |
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| Oneok (OKE) | 0.1 | $623k | +74% | 7.6k | 81.63 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $617k | +27% | 3.4k | 181.74 |
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| Union Pacific Corporation (UNP) | 0.1 | $617k | +30% | 2.7k | 230.06 |
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| American Express Company (AXP) | 0.1 | $615k | 1.9k | 318.98 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $604k | +2% | 17k | 35.69 |
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| United Parcel Service CL B (UPS) | 0.1 | $592k | +18% | 5.9k | 100.94 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $576k | 9.1k | 63.14 |
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| Pimco Income Strategy Fund II (PFN) | 0.1 | $573k | NEW | 78k | 7.39 |
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| Portland Gen Elec Com New (POR) | 0.1 | $569k | -4% | 14k | 40.63 |
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| Kinder Morgan (KMI) | 0.1 | $565k | 19k | 29.40 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $562k | -7% | 7.0k | 80.11 |
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| Gilead Sciences (GILD) | 0.1 | $545k | -29% | 4.9k | 110.87 |
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| Abbott Laboratories (ABT) | 0.1 | $540k | 4.0k | 136.02 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $530k | 6.3k | 83.48 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $520k | NEW | 11k | 47.33 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $514k | +53% | 775.00 | 663.28 |
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| Walt Disney Company (DIS) | 0.1 | $508k | +11% | 4.1k | 124.00 |
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| PNC Financial Services (PNC) | 0.1 | $505k | +33% | 2.7k | 186.42 |
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| Advanced Micro Devices (AMD) | 0.1 | $501k | -11% | 3.5k | 141.90 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $484k | +8% | 19k | 25.69 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $473k | 3.0k | 157.76 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $470k | 4.1k | 115.35 |
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| Valero Energy Corporation (VLO) | 0.1 | $468k | 3.5k | 134.42 |
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| Pfizer (PFE) | 0.1 | $466k | +6% | 19k | 24.24 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $455k | -38% | 5.9k | 77.34 |
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| Palo Alto Networks (PANW) | 0.1 | $455k | 2.2k | 204.64 |
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| GSK Sponsored Adr (GSK) | 0.1 | $454k | NEW | 12k | 38.40 |
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| Paycom Software (PAYC) | 0.1 | $450k | 1.9k | 231.41 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $446k | 3.4k | 132.34 |
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| Diageo Spon Adr New (DEO) | 0.1 | $442k | +13% | 4.4k | 100.84 |
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| Blackrock Muniassets Fund (MUA) | 0.1 | $434k | +22% | 42k | 10.40 |
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| Tc Energy Corp (TRP) | 0.1 | $429k | 8.8k | 48.79 |
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| Gartner (IT) | 0.1 | $429k | +11% | 1.1k | 404.22 |
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| Enterprise Products Partners (EPD) | 0.1 | $427k | -6% | 14k | 31.01 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $407k | +4% | 9.4k | 43.35 |
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| PPL Corporation (PPL) | 0.1 | $401k | -8% | 12k | 33.89 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.1 | $400k | -3% | 67k | 5.98 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $395k | -2% | 2.2k | 179.63 |
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| American Electric Power Company (AEP) | 0.1 | $394k | 3.8k | 103.76 |
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| Bank of America Corporation (BAC) | 0.1 | $392k | -2% | 8.3k | 47.32 |
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| Truist Financial Corp equities (TFC) | 0.1 | $392k | 9.1k | 42.99 |
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| Xcel Energy (XEL) | 0.1 | $391k | 5.7k | 68.10 |
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| Block Cl A (XYZ) | 0.1 | $378k | -4% | 5.6k | 67.93 |
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| Global X Fds Global X Uranium (URA) | 0.1 | $377k | 9.7k | 38.81 |
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| Honeywell International (HON) | 0.1 | $376k | 1.6k | 232.88 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $375k | 3.4k | 110.63 |
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| Citigroup Com New (C) | 0.1 | $371k | 4.4k | 85.12 |
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| Zoetis Cl A (ZTS) | 0.1 | $368k | 2.4k | 155.96 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $365k | +18% | 695.00 | 525.01 |
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| Tesla Motors (TSLA) | 0.1 | $364k | +17% | 1.1k | 317.66 |
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| Eaton Vance Natl Mun Opport Com Shs (EOT) | 0.1 | $355k | +105% | 22k | 16.24 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $349k | NEW | 5.0k | 69.54 |
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| Cadence Design Systems (CDNS) | 0.1 | $345k | 1.1k | 308.15 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $342k | 2.8k | 121.01 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $335k | NEW | 6.5k | 51.51 |
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| Kymera Therapeutics (KYMR) | 0.1 | $334k | NEW | 7.7k | 43.64 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $324k | 4.6k | 69.89 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $323k | 6.6k | 48.86 |
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| Omega Healthcare Investors (OHI) | 0.1 | $321k | -6% | 8.8k | 36.65 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $318k | +3% | 5.0k | 63.40 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $310k | +46% | 2.4k | 128.94 |
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| Prologis (PLD) | 0.1 | $299k | 2.8k | 105.12 |
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| Skyworks Solutions (SWKS) | 0.1 | $298k | 4.0k | 74.52 |
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| Lennox International (LII) | 0.1 | $297k | 518.00 | 573.24 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $295k | 18k | 16.76 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $294k | +5% | 534.00 | 551.22 |
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| Goldman Sachs (GS) | 0.1 | $291k | 411.00 | 707.75 |
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| Booking Holdings (BKNG) | 0.1 | $290k | 50.00 | 5789.24 |
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| Paypal Holdings (PYPL) | 0.1 | $289k | 3.9k | 74.32 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $288k | -13% | 5.0k | 57.86 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $285k | -14% | 8.9k | 32.24 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $285k | +4% | 2.7k | 105.62 |
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| FirstEnergy (FE) | 0.1 | $280k | NEW | 7.0k | 40.26 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $279k | +12% | 3.1k | 89.07 |
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| Unilever Spon Adr New (UL) | 0.1 | $275k | +6% | 4.5k | 61.17 |
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| Kroger (KR) | 0.1 | $275k | 3.8k | 71.74 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $273k | 8.9k | 30.68 |
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| Datadog Cl A Com (DDOG) | 0.1 | $271k | NEW | 2.0k | 134.33 |
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| W.W. Grainger (GWW) | 0.1 | $268k | -2% | 258.00 | 1040.24 |
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| Series Portfolios Tr Eldridge Aaa Clo (CLOX) | 0.1 | $268k | NEW | 11k | 25.60 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $266k | -7% | 597.00 | 445.20 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $262k | -32% | 646.00 | 405.47 |
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| Workday Cl A (WDAY) | 0.1 | $261k | -6% | 1.1k | 240.00 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $258k | 2.8k | 93.17 |
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| Wp Carey (WPC) | 0.1 | $258k | -7% | 4.1k | 62.39 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $257k | -10% | 3.5k | 74.02 |
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| Williams Companies (WMB) | 0.1 | $256k | -5% | 4.1k | 62.81 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $256k | -15% | 6.0k | 42.60 |
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| Invesco Municipal Income Opp Trust (OIA) | 0.1 | $254k | NEW | 44k | 5.75 |
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| Shell Spon Ads (SHEL) | 0.1 | $252k | 3.6k | 70.41 |
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| Fiserv (FI) | 0.1 | $252k | -2% | 1.5k | 172.41 |
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| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $247k | -19% | 2.8k | 86.87 |
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| Intuit (INTU) | 0.1 | $244k | NEW | 310.00 | 787.63 |
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| Xylem (XYL) | 0.1 | $242k | 1.9k | 129.36 |
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| Cintas Corporation (CTAS) | 0.1 | $242k | 1.1k | 222.87 |
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| 3M Company (MMM) | 0.1 | $239k | -12% | 1.6k | 152.23 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $232k | NEW | 1.0k | 226.49 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $230k | 2.1k | 109.64 |
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| TJX Companies (TJX) | 0.1 | $229k | -6% | 1.9k | 123.49 |
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| Flowserve Corporation (FLS) | 0.1 | $227k | NEW | 4.3k | 52.35 |
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| Morgan Stanley Com New (MS) | 0.1 | $226k | NEW | 1.6k | 140.86 |
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| Amcor Ord (AMCR) | 0.0 | $225k | +10% | 24k | 9.19 |
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| Eaton Corp SHS (ETN) | 0.0 | $224k | NEW | 627.00 | 356.99 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $223k | -43% | 394.00 | 566.48 |
|
| Upstart Hldgs (UPST) | 0.0 | $223k | NEW | 3.5k | 64.68 |
|
| Manulife Finl Corp (MFC) | 0.0 | $219k | -17% | 6.9k | 31.96 |
|
| Micron Technology (MU) | 0.0 | $218k | NEW | 1.8k | 123.25 |
|
| McKesson Corporation (MCK) | 0.0 | $218k | 297.00 | 732.78 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $216k | 7.8k | 27.67 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $216k | NEW | 999.00 | 215.79 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $208k | NEW | 388.00 | 536.34 |
|
| Kenvue (KVUE) | 0.0 | $207k | +3% | 9.9k | 20.93 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $206k | -46% | 2.4k | 87.22 |
|
| Autodesk (ADSK) | 0.0 | $204k | NEW | 660.00 | 309.57 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $204k | NEW | 1.2k | 168.67 |
|
| Capital One Financial (COF) | 0.0 | $204k | NEW | 958.00 | 212.76 |
|
| Columbia Etf Tr I Us Equity Income (EQIN) | 0.0 | $204k | 4.5k | 45.04 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $203k | NEW | 581.00 | 350.08 |
|
| EQT Corporation (EQT) | 0.0 | $202k | -8% | 3.5k | 58.32 |
|
| Msci (MSCI) | 0.0 | $201k | NEW | 348.00 | 576.82 |
|
| Illinois Tool Works (ITW) | 0.0 | $200k | 810.00 | 247.25 |
|
|
| Purecycle Technologies (PCT) | 0.0 | $152k | -45% | 11k | 13.70 |
|
| Ford Motor Company (F) | 0.0 | $138k | -14% | 13k | 10.85 |
|
| PIMCO Strategic Global Government Fund (RCS) | 0.0 | $70k | 10k | 6.96 |
|
|
| Altimmune Com New (ALT) | 0.0 | $63k | NEW | 16k | 3.87 |
|
| Transocean Registered Shs (RIG) | 0.0 | $39k | NEW | 15k | 2.59 |
|
Past Filings by Keudell/Morrison Wealth Management
SEC 13F filings are viewable for Keudell/Morrison Wealth Management going back to 2019
- Keudell/Morrison Wealth Management 2025 Q2 filed July 22, 2025
- Keudell/Morrison Wealth Management 2025 Q1 filed April 23, 2025
- Keudell/Morrison Wealth Management 2024 Q4 filed Jan. 23, 2025
- Keudell/Morrison Wealth Management 2024 Q3 filed Oct. 31, 2024
- Keudell/Morrison Wealth Management 2024 Q2 filed July 16, 2024
- Keudell/Morrison Wealth Management 2024 Q1 filed May 7, 2024
- Keudell/Morrison Wealth Management 2023 Q4 filed Feb. 14, 2024
- Keudell/Morrison Wealth Management 2023 Q3 filed Oct. 18, 2023
- Keudell/Morrison Wealth Management 2023 Q2 filed July 20, 2023
- Keudell/Morrison Wealth Management 2023 Q1 filed April 18, 2023
- Keudell/Morrison Wealth Management 2022 Q4 filed Jan. 20, 2023
- Keudell/Morrison Wealth Management 2022 Q3 filed Oct. 12, 2022
- Keudell/Morrison Wealth Management 2022 Q2 filed July 18, 2022
- Keudell/Morrison Wealth Management 2022 Q1 filed April 18, 2022
- Keudell/Morrison Wealth Management 2021 Q4 filed Feb. 8, 2022
- Keudell/Morrison Wealth Management 2021 Q3 restated filed Dec. 8, 2021