Keudell/Morrison Wealth Management
Latest statistics and disclosures from Keudell/Morrison Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIV, VYM, DFAC, AAPL, VWOB, and represent 30.40% of Keudell/Morrison Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: TPYP, IWD, MAR, IWF, GOOG, LLY, PANW, CDNS, ITW, PAYC.
- Started 18 new stock positions in JCI, PFN, PAYC, CDNS, MAR, PANW, KVUE, LII, MDC, ITW. IWD, IWF, BKNG, IWM, COLB, CNTB, O, ESGS.
- Reduced shares in these 10 stocks: BND (-$41M), BLV (-$9.4M), GLDM, BIV, PMM, VYM, USB, ADP, PYPL, VZ.
- Sold out of its positions in ADP, C, OIA, PYPL, WPC, WRAP.
- Keudell/Morrison Wealth Management was a net seller of stock by $-53M.
- Keudell/Morrison Wealth Management has $303M in assets under management (AUM), dropping by -7.62%.
- Central Index Key (CIK): 0001785498
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Portfolio Holdings for Keudell/Morrison Wealth Management
Keudell/Morrison Wealth Management holds 191 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Intermed Term (BIV) | 11.3 | $34M | -4% | 449k | 76.38 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 6.1 | $18M | -4% | 165k | 111.63 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.6 | $14M | -2% | 477k | 29.23 |
|
| Apple (AAPL) | 4.3 | $13M | 68k | 192.53 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 4.1 | $12M | 193k | 63.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.0 | $12M | +2% | 158k | 76.13 |
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| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 3.4 | $10M | +38% | 399k | 25.94 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 3.4 | $10M | -30% | 250k | 40.91 |
|
| Microsoft Corporation (MSFT) | 2.6 | $7.8M | 21k | 376.04 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.0 | $6.2M | -2% | 122k | 51.05 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $4.9M | +13% | 35k | 140.93 |
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| Amazon (AMZN) | 1.6 | $4.8M | 31k | 151.94 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.6 | $4.8M | -3% | 141k | 33.73 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.5 | $4.5M | -2% | 89k | 50.96 |
|
| Vanguard World Fds Energy Etf (VDE) | 1.2 | $3.8M | -5% | 32k | 117.28 |
|
| Abbvie (ABBV) | 1.2 | $3.7M | -2% | 24k | 154.97 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $3.4M | 34k | 99.98 |
|
|
| Us Bancorp Del Com New (USB) | 1.1 | $3.2M | -10% | 75k | 43.28 |
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| Home Depot (HD) | 1.1 | $3.2M | 9.3k | 346.55 |
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| Nike CL B (NKE) | 1.0 | $3.1M | 28k | 108.57 |
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| Visa Com Cl A (V) | 1.0 | $3.0M | 12k | 260.35 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $2.8M | 15k | 192.48 |
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| Eli Lilly & Co. (LLY) | 0.9 | $2.7M | +23% | 4.6k | 582.92 |
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| Anthem (ELV) | 0.8 | $2.5M | 5.3k | 471.60 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.4M | 5.9k | 409.52 |
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| Chevron Corporation (CVX) | 0.7 | $2.2M | -2% | 15k | 149.16 |
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| Qualcomm (QCOM) | 0.7 | $2.2M | 15k | 144.63 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $2.0M | +2% | 25k | 82.96 |
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| Philip Morris International (PM) | 0.7 | $2.0M | -7% | 21k | 94.08 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.9M | -6% | 11k | 170.10 |
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| Stryker Corporation (SYK) | 0.6 | $1.9M | 6.3k | 299.46 |
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| UnitedHealth (UNH) | 0.6 | $1.8M | -3% | 3.4k | 526.47 |
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| Caterpillar (CAT) | 0.6 | $1.8M | 6.0k | 295.67 |
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| Verizon Communications (VZ) | 0.6 | $1.8M | -15% | 47k | 37.70 |
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| Lam Research Corporation (LRCX) | 0.6 | $1.7M | 2.2k | 783.26 |
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| salesforce (CRM) | 0.6 | $1.7M | 6.3k | 263.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.7M | 12k | 139.69 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $1.6M | 2.7k | 596.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.6M | 4.5k | 356.66 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.5 | $1.6M | -5% | 51k | 30.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.5M | -7% | 8.9k | 170.40 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.5M | -2% | 27k | 53.82 |
|
| At&t (T) | 0.5 | $1.5M | -9% | 87k | 16.78 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.4M | 2.2k | 660.18 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.4M | -3% | 17k | 84.14 |
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| LTC Properties (LTC) | 0.5 | $1.4M | -15% | 44k | 32.12 |
|
| Merck & Co (MRK) | 0.4 | $1.4M | 13k | 109.02 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $1.3M | -2% | 21k | 65.06 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.3M | 9.0k | 146.54 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.3M | -3% | 8.4k | 156.75 |
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| Amgen (AMGN) | 0.4 | $1.3M | -10% | 4.4k | 288.02 |
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| Intel Corporation (INTC) | 0.4 | $1.2M | 24k | 50.25 |
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| Meta Platforms Cl A (META) | 0.4 | $1.2M | +19% | 3.3k | 353.96 |
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| Oracle Corporation (ORCL) | 0.4 | $1.1M | +10% | 11k | 105.43 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.3 | $1.0M | -43% | 172k | 6.08 |
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| Cisco Systems (CSCO) | 0.3 | $1.0M | -3% | 21k | 50.52 |
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| Altria (MO) | 0.3 | $1.0M | -5% | 25k | 40.34 |
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| Bce Com New (BCE) | 0.3 | $1.0M | -22% | 26k | 39.38 |
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| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.3 | $1.0M | +3% | 40k | 25.36 |
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| NVIDIA Corporation (NVDA) | 0.3 | $985k | +36% | 2.0k | 495.22 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $956k | 8.2k | 117.22 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.3 | $954k | 43k | 22.26 |
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| L3harris Technologies (LHX) | 0.3 | $935k | 4.4k | 210.62 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $934k | 14k | 67.38 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $919k | -6% | 21k | 43.85 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $893k | 9.2k | 97.04 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $884k | +3% | 2.5k | 350.91 |
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| International Business Machines (IBM) | 0.3 | $864k | 5.3k | 163.54 |
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| Starbucks Corporation (SBUX) | 0.3 | $859k | +5% | 8.9k | 96.01 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $857k | 3.4k | 252.22 |
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| Southern Company (SO) | 0.3 | $855k | -2% | 12k | 70.12 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $850k | NEW | 5.1k | 165.25 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $849k | 1.1k | 756.92 |
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| Boeing Company (BA) | 0.3 | $832k | -2% | 3.2k | 260.66 |
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| Wells Fargo & Company (WFC) | 0.3 | $807k | 16k | 49.22 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $805k | 7.8k | 103.45 |
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| United Parcel Service CL B (UPS) | 0.3 | $764k | 4.9k | 157.21 |
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| Marriott Intl Cl A (MAR) | 0.3 | $761k | NEW | 3.4k | 225.51 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $754k | -2% | 1.7k | 453.23 |
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| Netflix (NFLX) | 0.2 | $730k | -14% | 1.5k | 486.88 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $726k | -98% | 9.9k | 73.55 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $696k | NEW | 2.3k | 303.17 |
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| Servicenow (NOW) | 0.2 | $685k | +19% | 969.00 | 706.49 |
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| Broadcom (AVGO) | 0.2 | $681k | -5% | 610.00 | 1116.25 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $675k | +7% | 9.0k | 75.35 |
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| Wal-Mart Stores (WMT) | 0.2 | $674k | -3% | 4.3k | 157.63 |
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| Coca-Cola Company (KO) | 0.2 | $668k | 11k | 58.93 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $657k | 3.9k | 170.46 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $647k | +5% | 8.2k | 79.34 |
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| Enbridge (ENB) | 0.2 | $637k | -4% | 18k | 36.02 |
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| Crown Castle Intl (CCI) | 0.2 | $605k | +24% | 5.3k | 115.19 |
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| Bank of America Corporation (BAC) | 0.2 | $597k | 18k | 33.67 |
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| Cibc Cad (CM) | 0.2 | $595k | -7% | 12k | 48.14 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $575k | 3.3k | 174.87 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $574k | 10k | 55.41 |
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| Gilead Sciences (GILD) | 0.2 | $572k | -8% | 7.1k | 81.01 |
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| Blackrock Muniassets Fund (MUA) | 0.2 | $568k | -12% | 54k | 10.59 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $563k | -3% | 16k | 34.77 |
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| Portland Gen Elec Com New (POR) | 0.2 | $562k | -4% | 13k | 43.34 |
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| Bristol Myers Squibb (BMY) | 0.2 | $561k | +2% | 11k | 51.31 |
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| Union Pacific Corporation (UNP) | 0.2 | $551k | +2% | 2.2k | 245.62 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $542k | +12% | 8.0k | 67.99 |
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| Pepsi (PEP) | 0.2 | $532k | 3.1k | 169.84 |
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| Pfizer (PFE) | 0.2 | $525k | -30% | 18k | 28.79 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $508k | +25% | 1.2k | 426.51 |
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| Gartner (IT) | 0.2 | $505k | +11% | 1.1k | 451.11 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $503k | +14% | 12k | 41.10 |
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| Williams Companies (WMB) | 0.2 | $471k | -3% | 14k | 34.83 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $467k | -95% | 6.3k | 74.58 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $466k | 3.0k | 155.33 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $458k | +3% | 6.9k | 66.49 |
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| Abbott Laboratories (ABT) | 0.2 | $456k | 4.1k | 110.07 |
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| Skyworks Solutions (SWKS) | 0.1 | $450k | -20% | 4.0k | 112.42 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $440k | +11% | 6.3k | 70.35 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $432k | +27% | 3.2k | 136.14 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $429k | -9% | 3.5k | 121.51 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $426k | 4.5k | 95.08 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $418k | 4.0k | 104.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $415k | 2.2k | 191.17 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $414k | -12% | 8.3k | 49.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $410k | 1.3k | 310.88 |
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| Block Cl A (SQ) | 0.1 | $409k | 5.3k | 77.35 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $407k | -4% | 1.0k | 406.89 |
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| Unilever Spon Adr New (UL) | 0.1 | $405k | -17% | 8.3k | 48.48 |
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| Oneok (OKE) | 0.1 | $397k | +2% | 5.6k | 70.22 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $391k | 1.7k | 229.68 |
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| Kinder Morgan (KMI) | 0.1 | $377k | 21k | 17.64 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $373k | -9% | 1.5k | 255.32 |
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| Valero Energy Corporation (VLO) | 0.1 | $373k | 2.9k | 130.00 |
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| Dominion Resources (D) | 0.1 | $367k | -18% | 7.8k | 47.00 |
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| American Express Company (AXP) | 0.1 | $366k | 2.0k | 187.34 |
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| Indexiq Active Etf Tr Iq Mackay Esg Cr (ESGB) | 0.1 | $366k | 17k | 21.07 |
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| Enterprise Products Partners (EPD) | 0.1 | $362k | 14k | 26.35 |
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| Palo Alto Networks (PANW) | 0.1 | $358k | NEW | 1.2k | 294.88 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $355k | +10% | 8.3k | 42.57 |
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| Advanced Micro Devices (AMD) | 0.1 | $349k | +2% | 2.4k | 147.41 |
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| Eaton Vance Natl Mun Opport Com Shs (EOT) | 0.1 | $345k | -40% | 20k | 16.92 |
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| Truist Financial Corp equities (TFC) | 0.1 | $342k | -11% | 9.3k | 36.92 |
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| Tc Energy Corp (TRP) | 0.1 | $340k | -10% | 8.7k | 39.09 |
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| Honeywell International (HON) | 0.1 | $340k | 1.6k | 209.71 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $340k | -11% | 640.00 | 530.79 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $337k | 384.00 | 878.29 |
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| McDonald's Corporation (MCD) | 0.1 | $329k | +22% | 1.1k | 296.51 |
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| Cadence Design Systems (CDNS) | 0.1 | $321k | NEW | 1.2k | 272.37 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $319k | 3.2k | 100.97 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $319k | -21% | 11k | 29.29 |
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| American Electric Power Company (AEP) | 0.1 | $315k | -10% | 3.9k | 81.22 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $314k | +8% | 4.7k | 67.35 |
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| Dutch Bros Cl A (BROS) | 0.1 | $308k | +4% | 9.7k | 31.67 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $307k | +2% | 2.2k | 137.88 |
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| Omega Healthcare Investors (OHI) | 0.1 | $304k | 9.9k | 30.66 |
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| Illinois Tool Works (ITW) | 0.1 | $300k | NEW | 1.1k | 261.94 |
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| PNC Financial Services (PNC) | 0.1 | $299k | -14% | 1.9k | 154.85 |
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| Autodesk (ADSK) | 0.1 | $297k | -20% | 1.2k | 243.48 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $295k | 4.6k | 63.38 |
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| Paycom Software (PAYC) | 0.1 | $294k | NEW | 1.4k | 206.72 |
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| Medtronic SHS (MDT) | 0.1 | $292k | -3% | 3.5k | 82.38 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $282k | 2.8k | 101.73 |
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| Fiserv (FI) | 0.1 | $281k | 2.1k | 132.84 |
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| Realty Income (O) | 0.1 | $274k | NEW | 4.8k | 57.42 |
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| PPL Corporation (PPL) | 0.1 | $271k | -12% | 10k | 27.10 |
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| Eaton Corp SHS (ETN) | 0.1 | $271k | 1.1k | 240.82 |
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| Shell Spon Ads (SHEL) | 0.1 | $268k | -8% | 4.1k | 65.80 |
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| General Mills (GIS) | 0.1 | $267k | 4.1k | 65.14 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $266k | +6% | 12k | 23.09 |
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| Zoetis Cl A (ZTS) | 0.1 | $257k | 1.3k | 197.37 |
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| Pioneer Natural Resources (PXD) | 0.1 | $255k | 1.1k | 224.88 |
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| Walt Disney Company (DIS) | 0.1 | $253k | -8% | 2.8k | 90.29 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $244k | 5.7k | 42.52 |
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| W.W. Grainger (GWW) | 0.1 | $243k | 293.00 | 828.69 |
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| Metropcs Communications (TMUS) | 0.1 | $235k | 1.5k | 160.33 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $233k | NEW | 4.0k | 57.64 |
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| Lennox International (LII) | 0.1 | $232k | NEW | 518.00 | 447.52 |
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| M.D.C. Holdings (MDC) | 0.1 | $230k | NEW | 4.2k | 55.25 |
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| Entergy Corporation (ETR) | 0.1 | $229k | -8% | 2.3k | 101.19 |
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| Kenvue (KVUE) | 0.1 | $228k | NEW | 11k | 21.53 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $222k | -13% | 18k | 12.72 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $221k | 7.1k | 31.19 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $220k | -42% | 455.00 | 484.00 |
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| Booking Holdings (BKNG) | 0.1 | $220k | NEW | 62.00 | 3547.23 |
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| Amcor Ord (AMCR) | 0.1 | $216k | -9% | 22k | 9.64 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $216k | NEW | 1.1k | 200.71 |
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| Columbia Etf Tr I Us Esg Equity (ESGS) | 0.1 | $211k | NEW | 5.2k | 40.64 |
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| Ford Motor Company (F) | 0.1 | $208k | +3% | 17k | 12.19 |
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| Columbia Banking System (COLB) | 0.1 | $207k | NEW | 7.7k | 26.68 |
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| Applied Materials (AMAT) | 0.1 | $205k | -20% | 1.3k | 162.07 |
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| Proshares Tr Ii Vix Sh Trm Futrs (VIXY) | 0.1 | $194k | 13k | 15.51 |
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| Altimmune Com New (ALT) | 0.0 | $123k | -21% | 11k | 11.25 |
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| Pimco Income Strategy Fund II (PFN) | 0.0 | $76k | NEW | 11k | 7.23 |
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| PIMCO Strategic Global Government Fund (RCS) | 0.0 | $61k | 10k | 6.08 |
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| Connect Biopharma Hldgs Ads (CNTB) | 0.0 | $13k | NEW | 11k | 1.18 |
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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 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
- Keudell/Morrison Wealth Management 2021 Q3 filed Oct. 20, 2021
- Keudell/Morrison Wealth Management 2021 Q2 filed July 13, 2021
- Keudell/Morrison Wealth Management 2021 Q1 filed April 13, 2021
- Keudell/Morrison Wealth Management 2020 Q4 filed Feb. 12, 2021
- Keudell/Morrison Wealth Management 2020 Q3 filed Oct. 20, 2020
- Keudell/Morrison Wealth Management 2020 Q2 filed July 14, 2020