Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Keudell/Morrison Wealth Management

Latest statistics and disclosures from Keudell/Morrison Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, FLXR, DFAC, VWOB, FNDF, and represent 33.23% of Keudell/Morrison Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$9.6M), EDIV (+$8.3M), MOO (+$5.8M), VWOB, JMUB, CGSD, AMCR, AMT, AZN, WEC.
Started 29 new stock positions in XLE, LIN, FIX, SCHV, AMCR, SLB, ECC, MDLZ, PBA, AZN.
Reduced shares in these 10 stocks: HEQT (-$17M), FLXR, SCHD, TPYP, VDE, CAT, JMST, CGHM, IWF, AstraZeneca.
Sold out of its positions in AstraZeneca, ADSK, BKNG, CEG, IDXX, IWD, IWF, PAYC, SPYD, HEQT. SWKS, Summit Hotel Properties, VSGX, ESGV, VMC, Amcor.
Keudell/Morrison Wealth Management was a net buyer of stock by $5.1M.
Keudell/Morrison Wealth Management has $489M in assets under management (AUM), dropping by 2.75%.
Central Index Key (CIK): 0001785498

Tip: Access up to 7 years of quarterly data

Positions held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Keudell/Morrison Wealth Management

Keudell/Morrison Wealth Management holds 245 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.6	$47M	-4%	1.5M	30.68	View chart
Tcw Etf Trust Flexible Income (FLXR)	8.8	$43M	-7%	1.1M	39.27	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.5	$27M	+54%	698k	38.86	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	4.9	$24M	+23%	363k	65.69	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	4.4	$21M		437k	48.93	View chart
Apple (AAPL)	3.5	$17M		67k	253.79	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	2.8	$14M	-2%	211k	64.86	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	2.3	$11M	-13%	267k	42.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.2	$11M		73k	148.10	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.0	$9.9M	+15%	199k	49.99	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.0	$9.9M		244k	40.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.8	$9.0M		102k	88.70	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	1.7	$8.3M	NEW	211k	39.48	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$8.3M		29k	286.86	View chart
Microsoft Corporation (MSFT)	1.5	$7.4M		20k	370.18	View chart
Amazon (AMZN)	1.5	$7.3M	+2%	35k	208.27	View chart
Exxon Mobil Corporation (XOM)	1.3	$6.2M	-4%	37k	169.66	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	1.2	$5.8M	NEW	69k	84.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$5.6M	+4%	192k	29.13	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	1.0	$5.0M	-9%	199k	25.32	View chart
Eli Lilly & Co. (LLY)	0.9	$4.6M	-3%	5.0k	919.77	View chart
Lam Research Corp Com New (LRCX)	0.9	$4.5M		21k	213.66	View chart
Vanguard World Energy Etf (VDE)	0.9	$4.5M	-27%	26k	173.04	View chart
Abbvie (ABBV)	0.9	$4.4M		20k	217.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$4.0M		30k	132.90	View chart
Chevron Corporation (CVX)	0.8	$3.8M	+5%	19k	206.90	View chart
NVIDIA Corporation (NVDA)	0.8	$3.7M		21k	174.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.7M	+2%	13k	287.55	View chart
Visa Com Cl A (V)	0.7	$3.4M		11k	302.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$3.3M	-8%	5.7k	577.18	View chart
Raytheon Technologies Corp (RTX)	0.7	$3.3M		17k	192.90	View chart
Philip Morris International (PM)	0.6	$3.1M		19k	165.34	View chart
Home Depot (HD)	0.6	$3.0M		9.2k	328.89	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$2.9M		30k	97.91	View chart
Caterpillar (CAT)	0.6	$2.9M	-32%	4.1k	708.45	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.8M	+6%	9.5k	294.16	View chart
Us Bancorp Com New (USB)	0.6	$2.7M	-2%	52k	52.01	View chart
Verizon Communications (VZ)	0.5	$2.6M	-2%	52k	50.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$2.1M	+15%	30k	70.18	View chart
Gilead Sciences (GILD)	0.4	$2.1M	-6%	15k	139.37	View chart
Stryker Corporation (SYK)	0.4	$2.0M		6.1k	328.59	View chart
At&t (T)	0.4	$2.0M	+6%	69k	28.99	View chart
Altria (MO)	0.4	$2.0M		30k	65.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.8M		8.5k	215.07	View chart
Qualcomm (QCOM)	0.4	$1.8M		14k	128.78	View chart
Johnson & Johnson (JNJ)	0.4	$1.8M	-16%	7.3k	244.45	View chart
Costco Wholesale Corporation (COST)	0.4	$1.8M		1.8k	996.37	View chart
Meta Platforms Cl A (META)	0.4	$1.8M		3.1k	572.06	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$1.7M		1.3k	1320.83	View chart
Amgen (AMGN)	0.4	$1.7M	-8%	4.9k	351.87	View chart
Nike CL B (NKE)	0.3	$1.7M	+5%	32k	52.82	View chart
Merck & Co (MRK)	0.3	$1.6M	+5%	13k	120.29	View chart
L3harris Technologies (LHX)	0.3	$1.6M		4.6k	345.15	View chart
Anthem (ELV)	0.3	$1.5M		5.0k	292.75	View chart
LTC Properties (LTC)	0.3	$1.4M	-3%	38k	37.16	View chart
Broadcom (AVGO)	0.3	$1.4M		4.5k	309.51	View chart
Oracle Corporation (ORCL)	0.3	$1.3M		9.1k	147.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.3M	-5%	2.8k	479.20	View chart
Totalenergies Se Act (TTE)	0.3	$1.3M	+2%	14k	90.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.3M	+12%	13k	97.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.3M		8.4k	151.41	View chart
Wal-Mart Stores (WMT)	0.3	$1.3M		10k	124.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.3M		3.3k	383.40	View chart
Bristol Myers Squibb (BMY)	0.3	$1.2M	-11%	20k	60.65	View chart
Cisco Systems (CSCO)	0.2	$1.2M	+2%	15k	77.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.1M	+3%	21k	54.05	View chart
International Business Machines (IBM)	0.2	$1.1M		4.6k	242.39	View chart
salesforce (CRM)	0.2	$1.1M	-9%	5.9k	186.67	View chart
Enbridge (ENB)	0.2	$1.1M	-7%	20k	54.14	View chart
Intel Corporation (INTC)	0.2	$1.1M		24k	44.13	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$1.1M		3.4k	313.81	View chart
Netflix (NFLX)	0.2	$1.1M	+16%	11k	96.15	View chart
Starbucks Corporation (SBUX)	0.2	$1.0M	-7%	12k	89.59	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.0M		1.7k	604.43	View chart
Marriott Intl Cl A (MAR)	0.2	$1.0M	+6%	3.1k	327.07	View chart
Valero Energy Corporation (VLO)	0.2	$1.0M	+5%	4.1k	247.08	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$993k	+2%	11k	92.69	View chart
Wells Fargo & Company (WFC)	0.2	$964k	+7%	12k	79.61	View chart
Procter & Gamble Company (PG)	0.2	$950k	+5%	6.6k	144.44	View chart
Realty Income (O)	0.2	$943k	-16%	15k	61.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$933k	+5%	4.9k	191.92	View chart
Boeing Company (BA)	0.2	$932k	+29%	4.7k	199.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$913k		2.1k	430.29	View chart
United Parcel Svcs CL B (UPS)	0.2	$909k	+71%	9.2k	98.38	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$889k	-6%	10k	88.46	View chart
Palantir Technologies Cl A (PLTR)	0.2	$887k	+2%	6.1k	146.28	View chart
Duke Energy Corp Com New (DUK)	0.2	$832k		6.4k	130.94	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$820k	-34%	32k	25.48	View chart
Texas Instruments Incorporated (TXN)	0.2	$801k	-11%	4.1k	194.14	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$776k		8.2k	94.24	View chart
UnitedHealth (UNH)	0.2	$770k	+17%	2.8k	270.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$763k		1.2k	650.58	View chart
Coca-Cola Company (KO)	0.2	$760k	-2%	10k	76.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$759k	+20%	9.7k	78.41	View chart
Southern Company (SO)	0.2	$757k		7.8k	96.52	View chart
Pimco Income Strategy Fund II (PFN)	0.2	$750k	+16%	109k	6.89	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$747k	+50%	15k	49.78	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$728k	+4%	13k	58.47	View chart
Freeport Mcmoran CL B (FCX)	0.1	$723k	+12%	12k	58.78	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$718k	+6%	1.8k	390.41	View chart
Pepsi (PEP)	0.1	$714k	-2%	4.6k	155.31	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$704k	-2%	9.0k	78.66	View chart
Dutch Bros Cl A (BROS)	0.1	$683k	+50%	14k	50.66	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$680k	+14%	14k	48.18	View chart
Oneok (OKE)	0.1	$668k	-34%	7.4k	90.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$667k	-7%	1.5k	436.79	View chart
Union Pacific Corporation (UNP)	0.1	$659k		2.7k	242.59	View chart
Honeywell International (HON)	0.1	$654k	+9%	2.9k	226.03	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$637k	NEW	25k	25.79	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$633k	-17%	7.5k	84.60	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$619k	-15%	8.0k	77.18	View chart
New York Life Invts Active E Nyli Mackay Core (CPLB)	0.1	$617k	+17%	29k	20.98	View chart
Portland Gen Elec Com New (POR)	0.1	$607k	-9%	12k	52.77	View chart
Cibc Cad (CM)	0.1	$593k		6.3k	94.75	View chart
Pfizer (PFE)	0.1	$587k	+6%	21k	28.08	View chart
Kymera Therapeutics (KYMR)	0.1	$582k	+5%	7.0k	83.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$579k	+35%	1.7k	337.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$578k		6.4k	90.53	View chart
American Express Company (AXP)	0.1	$570k	+10%	1.9k	302.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$569k		3.0k	189.59	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$568k	+28%	25k	22.66	View chart
Mastercard Incorporated Cl A (MA)	0.1	$563k		1.1k	499.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$562k	+3%	805.00	697.72	View chart
Advanced Micro Devices (AMD)	0.1	$558k	-3%	2.7k	203.43	View chart
Tc Energy Corp (TRP)	0.1	$557k		8.9k	62.60	View chart
PNC Financial Services (PNC)	0.1	$556k		2.7k	208.09	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$544k		7.9k	68.78	View chart
Kinder Morgan (KMI)	0.1	$542k	-16%	16k	33.53	View chart
Enterprise Products Partners (EPD)	0.1	$520k	-2%	14k	37.84	View chart
FirstEnergy (FE)	0.1	$503k	+21%	9.9k	50.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$503k	-20%	15k	33.77	View chart
Global X Fds Global X Uranium (URA)	0.1	$493k		10k	48.43	View chart
Comcast Corp Cl A (CMCSA)	0.1	$487k	+9%	17k	28.71	View chart
Amcor Com New (AMCR)	0.1	$484k	NEW	12k	39.75	View chart
Unilever Spon Adr New (UL)	0.1	$483k	+26%	8.5k	56.97	View chart
Truist Financial Corp equities (TFC)	0.1	$482k	-2%	11k	45.97	View chart
American Tower Reit (AMT)	0.1	$470k	NEW	2.7k	172.58	View chart
Astrazeneca Ord (AZN)	0.1	$462k	NEW	2.3k	197.22	View chart
Adobe Systems Incorporated (ADBE)	0.1	$457k	-13%	1.9k	243.08	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$442k	-23%	19k	23.00	View chart
Novo-nordisk A S Adr (NVO)	0.1	$438k	+46%	12k	36.75	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$438k	-4%	567.00	772.64	View chart
PPL Corporation (PPL)	0.1	$433k		11k	38.20	View chart
Walt Disney Company (DIS)	0.1	$432k	+15%	4.5k	96.38	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$432k		2.2k	195.98	View chart
TJX Companies (TJX)	0.1	$429k	+23%	2.7k	159.70	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$421k	+3%	682.00	616.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$420k	-2%	2.1k	198.29	View chart
Palo Alto Networks (PANW)	0.1	$415k	+5%	2.6k	160.32	View chart
Prologis (PLD)	0.1	$410k		3.1k	132.18	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$409k		2.8k	146.62	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$402k	-2%	8.3k	48.32	View chart
Bank of America Corporation (BAC)	0.1	$398k	-5%	8.2k	48.75	View chart
Cme (CME)	0.1	$398k	+44%	1.3k	295.35	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$394k	-7%	3.3k	118.62	View chart
Servicenow (NOW)	0.1	$391k	+5%	3.7k	104.55	View chart
Tesla Motors (TSLA)	0.1	$389k	-2%	1.0k	371.75	View chart
Wec Energy Group (WEC)	0.1	$388k	NEW	3.4k	115.77	View chart
Omega Healthcare Investors (OHI)	0.1	$384k		8.8k	43.82	View chart
Paychex (PAYX)	0.1	$375k	+104%	4.1k	92.12	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$371k		6.5k	57.07	View chart
Shell Spon Ads (SHEL)	0.1	$370k	+11%	4.0k	93.00	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$370k		506.00	730.25	View chart
Goldman Sachs (GS)	0.1	$369k	+6%	436.00	845.99	View chart
Xylem (XYL)	0.1	$360k	+31%	3.0k	119.50	View chart
Abbott Laboratories (ABT)	0.1	$356k	-2%	3.5k	102.67	View chart
Citigroup Com New (C)	0.1	$356k	-22%	3.1k	113.41	View chart
Putnam Managed Municipal Income Trust (PMM)	0.1	$354k	-3%	58k	6.15	View chart
Airbnb Com Cl A (ABNB)	0.1	$354k	-4%	2.8k	126.28	View chart
Block Cl A (XYZ)	0.1	$353k	+8%	5.9k	60.18	View chart
Kimberly-Clark Corporation (KMB)	0.1	$345k	+24%	3.6k	96.47	View chart
Blackrock Muniassets Fund (MUA)	0.1	$338k	-7%	32k	10.61	View chart
Kroger (KR)	0.1	$336k		4.6k	72.36	View chart
Capital One Financial (COF)	0.1	$322k	+32%	1.8k	182.43	View chart
Range Resources (RRC)	0.1	$321k	NEW	7.1k	45.18	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$319k	-12%	2.4k	135.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$316k		1.3k	248.00	View chart
Johnson Controls Internation SHS (JCI)	0.1	$315k	-9%	2.4k	130.95	View chart
Novartis Sponsored Adr (NVS)	0.1	$314k	+2%	2.1k	152.75	View chart
Spdr Series Trust State Street Spd (XME)	0.1	$314k	+4%	2.9k	108.01	View chart
W.W. Grainger (GWW)	0.1	$314k		288.00	1090.81	View chart
Xcel Energy (XEL)	0.1	$314k	-22%	4.0k	79.44	View chart
GSK Sponsored Adr (GSK)	0.1	$313k	-41%	5.7k	55.19	View chart
Flowserve Corporation (FLS)	0.1	$312k	-2%	4.2k	73.51	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$312k	NEW	5.1k	61.26	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$304k		3.2k	95.96	View chart
Amphenol Corp Cl A (APH)	0.1	$296k	+27%	2.3k	126.35	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$294k	+5%	5.6k	52.64	View chart
Purecycle Technologies (PCT)	0.1	$286k	+62%	55k	5.19	View chart
Kla Corp Com New (KLAC)	0.1	$283k		192.00	1472.41	View chart
McKesson Corporation (MCK)	0.1	$279k	-11%	322.00	865.36	View chart
Micron Technology (MU)	0.1	$277k	-25%	819.00	337.84	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$273k		612.00	446.54	View chart
Eagle Pt Cr (ECC)	0.1	$270k	NEW	72k	3.76	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$267k	+9%	2.7k	100.17	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$264k		6.9k	38.21	View chart
American Electric Power Company (AEP)	0.1	$257k	-40%	2.0k	131.08	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$257k		1.4k	189.05	View chart
Northwest Natural Holdin (NWN)	0.1	$257k	+2%	4.8k	53.22	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$257k	NEW	2.8k	93.29	View chart
Illinois Tool Works (ITW)	0.1	$256k	NEW	984.00	260.29	View chart
Applovin Corp Com Cl A (APP)	0.1	$253k	+2%	635.00	398.00	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$252k		2.8k	90.55	View chart
Medtronic SHS (MDT)	0.1	$249k	+26%	2.9k	86.65	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$248k	NEW	4.3k	57.64	View chart
Wp Carey (WPC)	0.1	$247k	-12%	3.6k	67.96	View chart
Applied Materials (AMAT)	0.0	$243k	-9%	710.00	341.79	View chart
Lennox International (LII)	0.0	$240k		518.00	464.13	View chart
Comfort Systems USA (FIX)	0.0	$240k	NEW	174.00	1378.99	View chart
Te Connectivity Ord Shs (TEL)	0.0	$237k		1.1k	209.02	View chart
Marathon Petroleum Corp (MPC)	0.0	$236k	NEW	966.00	244.18	View chart
Eaton Corp SHS (ETN)	0.0	$236k	NEW	659.00	357.67	View chart
Thermo Fisher Scientific (TMO)	0.0	$233k	+6%	474.00	491.53	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$233k	NEW	3.2k	72.74	View chart
SLB Com Stk (SLB)	0.0	$230k	NEW	4.5k	51.39	View chart
Cadence Design Systems (CDNS)	0.0	$230k	-24%	827.00	277.87	View chart
Pembina Pipeline Corp (PBA)	0.0	$229k	NEW	5.1k	44.76	View chart
Weyerhaeuser Com New (WY)	0.0	$225k	-11%	9.2k	24.43	View chart
Diageo Spon Adr New (DEO)	0.0	$224k	-5%	3.0k	74.44	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$223k	NEW	7.3k	30.50	View chart
Intercontinental Exchange (ICE)	0.0	$222k		1.4k	157.28	View chart
ConocoPhillips (COP)	0.0	$219k	NEW	1.7k	132.00	View chart
Manulife Finl Corp (MFC)	0.0	$218k	-7%	6.3k	34.44	View chart
Viking Therapeutics (VKTX)	0.0	$216k	+11%	6.7k	32.54	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$216k	-11%	3.2k	68.14	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$214k	-84%	4.2k	50.98	View chart
Linde SHS (LIN)	0.0	$213k	NEW	430.00	495.76	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$210k	NEW	15k	13.76	View chart
Intuitive Surgical Com New (ISRG)	0.0	$210k	-11%	456.00	460.99	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.0	$209k	-20%	4.3k	49.15	View chart
Charles Schwab Corporation (SCHW)	0.0	$209k	-3%	2.2k	93.98	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$209k	NEW	1.2k	168.85	View chart
Norfolk Southern (NSC)	0.0	$206k		719.00	287.00	View chart
Phillips 66 (PSX)	0.0	$205k	NEW	1.1k	182.18	View chart
CVS Caremark Corporation (CVS)	0.0	$205k		2.9k	71.82	View chart
Columbia Banking System (COLB)	0.0	$204k		7.4k	27.43	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$201k	NEW	1.2k	161.73	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$189k		12k	15.65	View chart
Ford Motor Company (F)	0.0	$147k		13k	11.54	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$118k	NEW	11k	10.84	View chart
Transocean Registered Shs (RIG)	0.0	$66k		10k	6.63	View chart
T1 Energy Com New (TE)	0.0	$59k	NEW	13k	4.39	View chart
Altimmune Com New (ALT)	0.0	$57k		19k	3.08	View chart
PIMCO Strategic Global Government Fund (RCS)	0.0	$54k		10k	5.36	View chart
Wheels Up Experience Com Cl A (UP)	0.0	$8.8k	NEW	17k	0.52	View chart

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 2026 Q1 filed April 20, 2026
Keudell/Morrison Wealth Management 2025 Q4 filed Feb. 6, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z