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Keudell Morrison Wealth Management Top Holdings
As of  06/30/2022, below is a summary of the Keudell Morrison Wealth Management top holdings by largest position size, as per the latest 13f filing made by Keudell Morrison Wealth Management. In the Keudell Morrison Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Keudell Morrison Wealth Management in that top holding, then the share count change between reporting periods, and finally the Keudell Morrison Wealth Management top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 1,200,233 -112,946 $27,965
     DFAC1,200,233-112,946$27,965
VANGUARD BD INDEX FDS (BIV) 330,308 +114,800 $25,648
     BIV330,308+114,800$25,648
VANGUARD WHITEHALL FDS (VYM) 150,634 +120,693 $15,319
     VYM150,634+120,693$15,319
DIMENSIONAL ETF TRUST (DFIC) 671,810 +671,810 $14,457
     DFIC671,810+671,810$14,457
WORLD GOLD TR 381,499 +381,499 $13,688
     GLDM381,499+381,499$13,688
APPLE INC 67,319 -572 $9,204
     AAPL67,319-572$9,204
INVESCO EXCH TRADED FD TR II (BAB) 299,724 +299,724 $8,308
     BAB299,724+299,724$8,308
MANAGED PORTFOLIO SERIES 333,528 +333,528 $8,088
     TPYP333,528+333,528$8,088
MICROSOFT CORP 19,812 -480 $5,088
     MSFT19,812-480$5,088
VANGUARD WORLD FDS (VDE) 44,144 -2,236 $4,391
     VDE44,144-2,236$4,391
ABBVIE INC 27,004 -2,165 $4,136
     ABBV27,004-2,165$4,136
VANGUARD MUN BD FDS (VTEB) 82,465 +34,927 $4,117
     VTEB82,465+34,927$4,117
US BANCORP DEL 85,084 -1,655 $3,916
     USB85,084-1,655$3,916
ALPHABET INC 1,663 -27 $3,638
     GOOG1,663-27$3,638
FIRST TR EXCH TRADED FD III (FSMB) 183,158 +183,158 $3,636
     FSMB183,158+183,158$3,636
AMAZON COM INC 33,212 +31,633 $3,527
     AMZN33,212+31,633$3,527
EXXON MOBIL CORP 36,478 -2,194 $3,124
     XOM36,478-2,194$3,124
VERIZON COMMUNICATIONS INC 59,304 +2,540 $3,010
     VZ59,304+2,540$3,010
VISA INC 12,680 -272 $2,497
     V12,680-272$2,497
NIKE INC 23,423 -101 $2,394
     NKE23,423-101$2,394
HOME DEPOT INC 8,625 -34 $2,366
     HD8,625-34$2,366
PHILIP MORRIS INTL INC 23,182 -285 $2,289
     PM23,182-285$2,289
CHEVRON CORP NEW 15,398 -2,184 $2,229
     CVX15,398-2,184$2,229
FEDERATED HERMES ETF TRUST (FHYS) 101,706 +101,706 $2,214
     FHYS101,706+101,706$2,214
SELECT SECTOR SPDR TR (XLK) 16,500 +250 $2,097
     XLK16,500+250$2,097
ELEVANCE HEALTH INC 4,267 +78 $2,059
     ANTM4,267+78$2,059
AT&T INC 97,988 +5,851 $2,054
     T97,988+5,851$2,054
LTC PPTYS INC 52,106 +10,627 $2,000
     LTC52,106+10,627$2,000
UNITEDHEALTH GROUP INC 3,881 -329 $1,993
     UNH3,881-329$1,993
QUALCOMM INC 15,184 +20 $1,940
     QCOM15,184+20$1,940
PFIZER INC 35,287 +1,548 $1,850
     PFE35,287+1,548$1,850
RAYTHEON TECHNOLOGIES CORP 17,351 -641 $1,668
     RTX17,351-641$1,668
BLACKROCK MUNIASSETS FD INC 129,683 -31,711 $1,580
     MUA129,683-31,711$1,580
ISHARES TR (DGRO) 32,855 -1,450 $1,565
     DGRO32,855-1,450$1,565
ADOBE SYSTEMS INCORPORATED 4,166 -9 $1,525
     ADBE4,166-9$1,525
BCE INC 30,649 +708 $1,507
     BCE30,649+708$1,507
MERCK & CO INC 16,503 -807 $1,505
     MRK16,503-807$1,505
VANGUARD SPECIALIZED FUNDS (VIG) 10,467 +380 $1,502
     VIG10,467+380$1,502
JOHNSON & JOHNSON 8,322 -196 $1,477
     JNJ8,322-196$1,477
JPMORGAN CHASE & CO 12,492 +319 $1,407
     JPM12,492+319$1,407
INVESCO QQQ TR 4,942 +200 $1,385
     QQQ4,942+200$1,385
PROCTER AND GAMBLE CO 9,582 -75 $1,378
     PG9,582-75$1,378
ALPHABET INC 598 -18 $1,303
     GOOGL598-18$1,303
LILLY ELI & CO 4,006 +20 $1,299
     LLY4,006+20$1,299
BRISTOL MYERS SQUIBB CO 16,826 -2,089 $1,296
     BMY16,826-2,089$1,296
SOUTHERN CO 17,951 -673 $1,280
     SO17,951-673$1,280
VANGUARD INDEX FDS (VUG) 5,597 +664 $1,248
     VUG5,597+664$1,248
BERKSHIRE HATHAWAY INC DEL      $1,235
     BRK.B4,523-4$1,235
ALTRIA GROUP INC 28,614 -1,231 $1,195
     MO28,614-1,231$1,195
INTEL CORP 31,292 +1,468 $1,171
     INTC31,292+1,468$1,171

See Full List: All Stocks Held By Keudell Morrison Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Keudell Morrison Wealth Management

Size ($ in 1000's)
At 06/30/2022: $275,239
At 03/31/2022: $239,158

Keudell Morrison Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keudell Morrison Wealth Management 13F filings. Link to 13F filings: SEC filings

Keudell Morrison Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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