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, SCHD, VWOB, and represent 26.62% of Keudell/Morrison Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: HEQT (+$11M), SCHD, WMT, FNDF, TGT, SPY, C, BMY, XCEM, LLY.
- Started 19 new stock positions in VMC, TGT, HEQT, KYMR, C, MU, HLN, VNQ, CEG, GD. SPY, WDAY, VKTX, RSP, AIG, GS, SAP, CAG, MFC.
- Reduced shares in these 10 stocks: BIV (-$6.3M), IWD, VYM, IWF, DFAC, BLV, MDT, ABBV, PMM, PG.
- Sold out of its positions in ALT, IWD, IWF, PFN, BLV, MDT.
- Keudell/Morrison Wealth Management was a net buyer of stock by $9.8M.
- Keudell/Morrison Wealth Management has $330M in assets under management (AUM), dropping by 9.01%.
- Central Index Key (CIK): 0001785498
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Portfolio Holdings for Keudell/Morrison Wealth Management
Keudell/Morrison Wealth Management holds 204 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Intermed Term (BIV) | 8.3 | $28M | -18% | 365k | 75.40 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 5.8 | $19M | -3% | 159k | 120.99 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.5 | $15M | -3% | 462k | 31.95 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.2 | $14M | +9% | 174k | 80.63 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 3.7 | $12M | 194k | 63.85 |
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| Apple (AAPL) | 3.5 | $12M | 68k | 171.48 |
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| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 3.4 | $11M | NEW | 428k | 26.49 |
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| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 3.4 | $11M | 405k | 27.96 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 3.4 | $11M | 254k | 44.05 |
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| Microsoft Corporation (MSFT) | 2.6 | $8.7M | 21k | 420.72 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.8 | $6.0M | -2% | 119k | 50.60 |
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| Amazon (AMZN) | 1.7 | $5.7M | 32k | 180.38 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.6 | $5.4M | +7% | 152k | 35.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $5.3M | 35k | 152.26 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.4 | $4.6M | +3% | 91k | 50.74 |
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| Vanguard World Energy Etf (VDE) | 1.3 | $4.3M | 33k | 131.70 |
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| Abbvie (ABBV) | 1.2 | $4.1M | -5% | 23k | 182.10 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $3.9M | 34k | 116.24 |
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| Eli Lilly & Co. (LLY) | 1.2 | $3.9M | +7% | 5.0k | 777.96 |
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| Home Depot (HD) | 1.1 | $3.6M | 9.3k | 383.60 |
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| Us Bancorp Del Com New (USB) | 1.0 | $3.4M | 76k | 44.70 |
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| Visa Com Cl A (V) | 1.0 | $3.3M | 12k | 279.08 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $3.1M | 15k | 208.27 |
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| Anthem (ELV) | 0.8 | $2.7M | 5.3k | 518.51 |
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| Nike CL B (NKE) | 0.8 | $2.7M | 29k | 93.98 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.6M | 5.9k | 444.01 |
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| Qualcomm (QCOM) | 0.8 | $2.6M | 15k | 169.30 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $2.5M | +11% | 27k | 92.72 |
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| Chevron Corporation (CVX) | 0.7 | $2.4M | 15k | 157.74 |
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| Stryker Corporation (SYK) | 0.7 | $2.3M | 6.3k | 357.87 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.2M | 11k | 200.30 |
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| Caterpillar (CAT) | 0.7 | $2.2M | 6.0k | 366.44 |
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| Lam Research Corporation (LRCX) | 0.6 | $2.1M | 2.2k | 971.57 |
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| Verizon Communications (VZ) | 0.6 | $2.0M | +2% | 48k | 41.96 |
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| Philip Morris International (PM) | 0.6 | $2.0M | 22k | 91.62 |
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| salesforce (CRM) | 0.6 | $1.9M | 6.3k | 301.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | 4.5k | 420.52 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.6 | $1.9M | +17% | 60k | 31.10 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.8M | 2.0k | 903.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.8M | 12k | 150.93 |
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| Merck & Co (MRK) | 0.5 | $1.7M | 13k | 131.95 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.7M | 17k | 97.53 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.6M | 8.9k | 182.61 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.6M | 2.2k | 732.74 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.6M | 27k | 58.06 |
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| At&t (T) | 0.5 | $1.6M | +2% | 89k | 17.60 |
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| UnitedHealth (UNH) | 0.5 | $1.6M | -7% | 3.2k | 494.70 |
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| Meta Platforms Cl A (META) | 0.5 | $1.5M | -4% | 3.2k | 485.58 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.5M | 21k | 73.15 |
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| Oracle Corporation (ORCL) | 0.4 | $1.4M | 11k | 125.61 |
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| LTC Properties (LTC) | 0.4 | $1.4M | -4% | 42k | 32.51 |
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| Procter & Gamble Company (PG) | 0.4 | $1.3M | -10% | 8.1k | 162.25 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.3M | -5% | 2.5k | 504.60 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.3M | -4% | 8.0k | 158.18 |
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| Intel Corporation (INTC) | 0.4 | $1.2M | +14% | 28k | 44.17 |
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| Amgen (AMGN) | 0.4 | $1.2M | -2% | 4.2k | 284.32 |
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| Altria (MO) | 0.4 | $1.2M | +6% | 27k | 43.62 |
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| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.3 | $1.1M | 39k | 28.49 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.3 | $1.1M | +16% | 50k | 21.97 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.1M | 1.1k | 970.47 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.0M | 8.2k | 123.18 |
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| Bce Com New (BCE) | 0.3 | $1.0M | +15% | 30k | 33.98 |
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| Cisco Systems (CSCO) | 0.3 | $1.0M | -2% | 20k | 49.91 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $992k | 7.7k | 128.40 |
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| International Business Machines (IBM) | 0.3 | $989k | 5.2k | 190.96 |
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| L3harris Technologies (LHX) | 0.3 | $946k | 4.4k | 213.10 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $944k | +3% | 22k | 43.35 |
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| Netflix (NFLX) | 0.3 | $931k | +2% | 1.5k | 607.33 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $920k | 3.4k | 270.80 |
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| Bristol Myers Squibb (BMY) | 0.3 | $892k | +50% | 17k | 54.23 |
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| Southern Company (SO) | 0.3 | $875k | 12k | 71.74 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $872k | 2.5k | 346.61 |
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| United Parcel Service CL B (UPS) | 0.3 | $869k | +20% | 5.8k | 148.62 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $869k | -2% | 9.0k | 96.71 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $867k | -9% | 13k | 68.83 |
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| Wells Fargo & Company (WFC) | 0.3 | $857k | -9% | 15k | 57.96 |
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| Marriott Intl Cl A (MAR) | 0.3 | $846k | 3.4k | 252.31 |
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| Starbucks Corporation (SBUX) | 0.2 | $804k | 8.8k | 91.39 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.2 | $801k | -22% | 134k | 5.99 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $790k | +4% | 1.7k | 454.78 |
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| Wal-Mart Stores (WMT) | 0.2 | $770k | +199% | 13k | 60.17 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $767k | +7% | 9.6k | 79.86 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $741k | 3.3k | 224.99 |
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| Broadcom (AVGO) | 0.2 | $732k | -9% | 552.00 | 1325.41 |
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| Coca-Cola Company (KO) | 0.2 | $709k | +2% | 12k | 61.18 |
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| Servicenow (NOW) | 0.2 | $683k | -7% | 896.00 | 762.40 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $682k | 3.9k | 174.21 |
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| Bank of America Corporation (BAC) | 0.2 | $679k | 18k | 37.92 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $673k | 8.3k | 81.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $663k | +29% | 16k | 41.77 |
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| Boeing Company (BA) | 0.2 | $663k | +7% | 3.4k | 192.99 |
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| Enbridge (ENB) | 0.2 | $652k | 18k | 36.18 |
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| Cibc Cad (CM) | 0.2 | $650k | +3% | 13k | 50.72 |
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| Gilead Sciences (GILD) | 0.2 | $648k | +25% | 8.9k | 73.25 |
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| Crown Castle Intl (CCI) | 0.2 | $611k | +10% | 5.8k | 105.83 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $605k | 11k | 57.57 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $591k | 17k | 35.91 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $587k | -18% | 8.1k | 72.63 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $585k | +57% | 1.0k | 581.21 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $561k | +7% | 3.4k | 164.96 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $559k | -2% | 1.2k | 481.57 |
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| Union Pacific Corporation (UNP) | 0.2 | $548k | 2.2k | 245.93 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $540k | 7.9k | 68.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $540k | 4.0k | 136.05 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $540k | +18% | 4.2k | 129.35 |
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| Sanofi Sponsored Adr (SNY) | 0.2 | $531k | +31% | 11k | 48.60 |
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| Gartner (IT) | 0.2 | $530k | 1.1k | 476.67 |
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| Williams Companies (WMB) | 0.2 | $530k | 14k | 38.97 |
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| Pepsi (PEP) | 0.2 | $527k | -3% | 3.0k | 175.01 |
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| Portland Gen Elec Com New (POR) | 0.2 | $526k | -3% | 13k | 42.00 |
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| Valero Energy Corporation (VLO) | 0.2 | $521k | +6% | 3.1k | 170.69 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $512k | +8% | 7.4k | 68.80 |
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| Blackrock Muniassets Fund (MUA) | 0.2 | $511k | -13% | 46k | 11.08 |
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| Pfizer (PFE) | 0.1 | $484k | -4% | 17k | 27.75 |
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| Skyworks Solutions (SWKS) | 0.1 | $484k | +11% | 4.5k | 108.32 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $476k | 3.0k | 158.81 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $475k | +3% | 4.6k | 102.28 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $468k | +3% | 1.4k | 344.20 |
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| Realty Income (O) | 0.1 | $460k | +78% | 8.5k | 54.10 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $460k | 1.4k | 320.59 |
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| Abbott Laboratories (ABT) | 0.1 | $457k | -2% | 4.0k | 113.66 |
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| Block Cl A (SQ) | 0.1 | $447k | 5.3k | 84.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $446k | 2.2k | 205.72 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $446k | -3% | 6.0k | 74.22 |
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| American Express Company (AXP) | 0.1 | $445k | 2.0k | 227.69 |
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| Dominion Resources (D) | 0.1 | $434k | +12% | 8.8k | 49.19 |
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| Oneok (OKE) | 0.1 | $432k | -4% | 5.4k | 80.18 |
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| Advanced Micro Devices (AMD) | 0.1 | $427k | 2.4k | 180.49 |
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| Indexiq Active Etf Tr Iq Mackay Esg Cr (ESGB) | 0.1 | $421k | +15% | 20k | 21.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $414k | 990.00 | 418.01 |
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| Truist Financial Corp equities (TFC) | 0.1 | $410k | +13% | 11k | 38.98 |
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| Tc Energy Corp (TRP) | 0.1 | $395k | +12% | 9.8k | 40.20 |
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| Kinder Morgan (KMI) | 0.1 | $391k | 21k | 18.34 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $390k | 8.3k | 47.02 |
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| Autodesk (ADSK) | 0.1 | $385k | +21% | 1.5k | 260.42 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $384k | -8% | 1.6k | 247.77 |
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| American Electric Power Company (AEP) | 0.1 | $373k | +11% | 4.3k | 86.10 |
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| Target Corporation (TGT) | 0.1 | $373k | NEW | 2.1k | 177.21 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $370k | 384.00 | 962.49 |
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| Walt Disney Company (DIS) | 0.1 | $367k | +6% | 3.0k | 122.37 |
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| Eaton Vance Natl Mun Opport Com Shs (EOT) | 0.1 | $362k | +6% | 22k | 16.59 |
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| PNC Financial Services (PNC) | 0.1 | $362k | +15% | 2.2k | 161.60 |
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| Cadence Design Systems (CDNS) | 0.1 | $360k | 1.2k | 311.28 |
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| Unilever Spon Adr New (UL) | 0.1 | $354k | -15% | 7.1k | 50.19 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $348k | NEW | 665.00 | 523.22 |
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| Palo Alto Networks (PANW) | 0.1 | $346k | 1.2k | 284.13 |
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| Fiserv (FI) | 0.1 | $339k | 2.1k | 159.82 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $337k | +15% | 5.4k | 62.75 |
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| Enterprise Products Partners (EPD) | 0.1 | $335k | -16% | 12k | 29.18 |
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| Dutch Bros Cl A (BROS) | 0.1 | $331k | +3% | 10k | 33.00 |
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| Shell Spon Ads (SHEL) | 0.1 | $324k | +18% | 4.8k | 67.04 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $320k | 2.8k | 115.77 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $317k | 4.7k | 67.76 |
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| Omega Healthcare Investors (OHI) | 0.1 | $314k | 9.9k | 31.67 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $308k | +3% | 2.3k | 133.11 |
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| Citigroup Com New (C) | 0.1 | $308k | NEW | 4.9k | 63.24 |
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| Illinois Tool Works (ITW) | 0.1 | $303k | 1.1k | 268.33 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $297k | -10% | 9.7k | 30.50 |
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| W.W. Grainger (GWW) | 0.1 | $293k | 288.00 | 1017.30 |
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| PPL Corporation (PPL) | 0.1 | $289k | +4% | 11k | 27.53 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.1 | $288k | 11k | 25.43 |
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| Paycom Software (PAYC) | 0.1 | $283k | 1.4k | 199.01 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $282k | -7% | 2.9k | 96.73 |
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| Honeywell International (HON) | 0.1 | $282k | -15% | 1.4k | 205.25 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $281k | +15% | 20k | 13.95 |
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| General Mills (GIS) | 0.1 | $278k | -2% | 4.0k | 69.98 |
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| Kenvue (KVUE) | 0.1 | $275k | +21% | 13k | 21.46 |
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| Zoetis Cl A (ZTS) | 0.1 | $270k | +22% | 1.6k | 169.21 |
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| Kymera Therapeutics (KYMR) | 0.1 | $266k | NEW | 6.6k | 40.20 |
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| McDonald's Corporation (MCD) | 0.1 | $262k | -16% | 930.00 | 281.95 |
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| M.D.C. Holdings (MDC) | 0.1 | $262k | 4.2k | 62.91 |
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| Goldman Sachs (GS) | 0.1 | $261k | NEW | 624.00 | 417.69 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $258k | -5% | 5.4k | 47.46 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $253k | NEW | 1.5k | 169.37 |
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| Lennox International (LII) | 0.1 | $253k | 518.00 | 488.76 |
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| Vulcan Materials Company (VMC) | 0.1 | $253k | NEW | 926.00 | 272.92 |
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| Ford Motor Company (F) | 0.1 | $249k | +10% | 19k | 13.28 |
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| Viking Therapeutics (VKTX) | 0.1 | $248k | NEW | 3.0k | 82.00 |
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| Entergy Corporation (ETR) | 0.1 | $246k | +2% | 2.3k | 105.68 |
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| Amcor Ord (AMCR) | 0.1 | $245k | +15% | 26k | 9.51 |
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| Eaton Corp SHS (ETN) | 0.1 | $242k | -31% | 775.00 | 312.68 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $239k | 455.00 | 524.34 |
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| Columbia Etf Tr I Us Esg Equity (ESGS) | 0.1 | $234k | 5.3k | 44.53 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $229k | 7.1k | 32.23 |
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| Pioneer Natural Resources (PXD) | 0.1 | $228k | -23% | 870.00 | 262.50 |
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| Micron Technology (MU) | 0.1 | $227k | NEW | 1.9k | 117.89 |
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| American Intl Group Com New (AIG) | 0.1 | $226k | NEW | 2.9k | 78.17 |
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| Booking Holdings (BKNG) | 0.1 | $225k | 62.00 | 3627.89 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $223k | NEW | 2.6k | 86.49 |
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| Metropcs Communications (TMUS) | 0.1 | $222k | -7% | 1.4k | 163.22 |
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| Constellation Energy (CEG) | 0.1 | $217k | NEW | 1.2k | 184.85 |
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| ConAgra Foods (CAG) | 0.1 | $214k | NEW | 7.2k | 29.64 |
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| Workday Cl A (WDAY) | 0.1 | $211k | NEW | 773.00 | 272.75 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $210k | -6% | 999.00 | 210.30 |
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| Columbia Banking System (COLB) | 0.1 | $210k | +39% | 11k | 19.35 |
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| Manulife Finl Corp (MFC) | 0.1 | $207k | NEW | 8.3k | 24.99 |
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| Sap Se Spon Adr (SAP) | 0.1 | $205k | NEW | 1.1k | 195.03 |
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| Applied Materials (AMAT) | 0.1 | $205k | -21% | 993.00 | 206.23 |
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| General Dynamics Corporation (GD) | 0.1 | $204k | NEW | 723.00 | 282.49 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $203k | -23% | 3.1k | 65.32 |
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| Proshares Tr Ii Vix Sh Trm Futrs (VIXY) | 0.0 | $157k | -3% | 12k | 12.96 |
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| Haleon Spon Ads (HLN) | 0.0 | $119k | NEW | 14k | 8.49 |
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| PIMCO Strategic Global Government Fund (RCS) | 0.0 | $61k | 10k | 6.09 |
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| Connect Biopharma Hldgs Ads (CNTB) | 0.0 | $34k | +75% | 20k | 1.74 |
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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 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
- 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