HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
20,173 | -318 | $4,518 |
| AAPL | 20,173 | -318 | $4,518 |
| AT&T INC |
105,388 | +613 | $3,988 |
| T | 105,388 | +613 | $3,988 |
| US BANCORP DEL |
68,039 | -1,142 | $3,765 |
| USB | 68,039 | -1,142 | $3,765 |
| EXXON MOBIL CORP |
43,202 | +226 | $3,050 |
| XOM | 43,202 | +226 | $3,050 |
| MICROSOFT CORP |
21,630 | -96 | $3,007 |
| MSFT | 21,630 | -96 | $3,007 |
| VERIZON COMMUNICATIONS INC |
45,848 | +713 | $2,767 |
| VZ | 45,848 | +713 | $2,767 |
| NIKE INC |
26,587 | -260 | $2,497 |
| NKE | 26,587 | -260 | $2,497 |
| WISDOMTREE TR |
89,941 | +3,496 | $2,462 |
| DES | 89,941 | +3,496 | $2,462 |
| BLACKROCK MUNIASSETS FD INC |
146,677 | -1,250 | $2,271 |
| MUA | 146,677 | -1,250 | $2,271 |
| CHEVRON CORP NEW |
17,213 | +533 | $2,041 |
| CVX | 17,213 | +533 | $2,041 |
| ALPHABET INC |
1,638 | +4 | $1,997 |
| GOOG | 1,638 | +4 | $1,997 |
| BOEING CO |
5,164 | UNCH | $1,965 |
| BA | 5,164 | UNCH | $1,965 |
| PHILIP MORRIS INTL INC |
25,768 | -1,043 | $1,957 |
| PM | 25,768 | -1,043 | $1,957 |
| HOME DEPOT INC |
8,257 | UNCH | $1,916 |
| HD | 8,257 | UNCH | $1,916 |
| ABBVIE INC |
25,103 | +1,376 | $1,901 |
| ABBV | 25,103 | +1,376 | $1,901 |
| ALTRIA GROUP INC |
46,371 | -1,914 | $1,897 |
| MO | 46,371 | -1,914 | $1,897 |
| VISA INC |
10,466 | +63 | $1,800 |
| V | 10,466 | +63 | $1,800 |
| ALPS ETF TR (AMLP) |
195,131 | -6,310 | $1,783 |
| AMLP | 195,131 | -6,310 | $1,783 |
| COMCAST CORP NEW |
32,253 | +158 | $1,454 |
| CMCSA | 32,253 | +158 | $1,454 |
| QUALCOMM INC |
19,051 | -453 | $1,453 |
| QCOM | 19,051 | -453 | $1,453 |
| WELLTOWER INC |
15,839 | -494 | $1,436 |
| WELL | 15,839 | -494 | $1,436 |
| INTEL CORP |
26,823 | -488 | $1,382 |
| INTC | 26,823 | -488 | $1,382 |
| WESTERN ASST MNGD MUN FD INC |
99,842 | +3,000 | $1,373 |
| MMU | 99,842 | +3,000 | $1,373 |
| FACEBOOK INC |
7,603 | -14 | $1,354 |
| FB | 7,603 | -14 | $1,354 |
| BP PLC |
35,604 | +1,599 | $1,353 |
| BP | 35,604 | +1,599 | $1,353 |
| PROCTER & GAMBLE CO |
10,857 | -524 | $1,350 |
| PG | 10,857 | -524 | $1,350 |
| STARBUCKS CORP |
14,142 | -1,170 | $1,250 |
| SBUX | 14,142 | -1,170 | $1,250 |
| JOHNSON & JOHNSON |
9,651 | +430 | $1,249 |
| JNJ | 9,651 | +430 | $1,249 |
| AMAZON COM INC |
707 | UNCH | $1,227 |
| AMZN | 707 | UNCH | $1,227 |
| SELECT SECTOR SPDR TR (XLK) |
15,050 | UNCH | $1,212 |
| XLK | 15,050 | UNCH | $1,212 |
| UNITEDHEALTH GROUP INC |
5,520 | +17 | $1,200 |
| UNH | 5,520 | +17 | $1,200 |
| JPMORGAN CHASE & CO |
10,150 | -240 | $1,195 |
| JPM | 10,150 | -240 | $1,195 |
| BCE INC |
24,417 | +211 | $1,182 |
| BCE | 24,417 | +211 | $1,182 |
| L3HARRIS TECHNOLOGIES INC |
5,418 | +5,418 | $1,130 |
| LHX | 5,418 | +5,418 | $1,130 |
| LTC PPTYS INC |
21,873 | -384 | $1,120 |
| LTC | 21,873 | -384 | $1,120 |
| ALPHABET INC |
906 | +3 | $1,106 |
| GOOGL | 906 | +3 | $1,106 |
| CISCO SYS INC |
22,038 | +409 | $1,089 |
| CSCO | 22,038 | +409 | $1,089 |
| STRYKER CORP |
5,014 | +1 | $1,085 |
| SYK | 5,014 | +1 | $1,085 |
| MERCK & CO INC |
12,478 | +33 | $1,050 |
| MRK | 12,478 | +33 | $1,050 |
| DUKE ENERGY CORP NEW |
10,830 | +159 | $1,038 |
| DUK | 10,830 | +159 | $1,038 |
| ORACLE CORP |
18,781 | +39 | $1,034 |
| ORCL | 18,781 | +39 | $1,034 |
| VODAFONE GROUP PLC NEW |
51,004 | +1,019 | $1,015 |
| VOD | 51,004 | +1,019 | $1,015 |
| COCA COLA CO |
18,521 | -1,622 | $1,008 |
| KO | 18,521 | -1,622 | $1,008 |
| WEYERHAEUSER CO |
34,909 | +1,757 | $967 |
| WY | 34,909 | +1,757 | $967 |
| INVESCO EXCHNG TRADED FD TR (RDIV) |
25,580 | +4,390 | $964 |
| RDIV | 25,580 | +4,390 | $964 |
| ANTHEM INC |
4,000 | UNCH | $960 |
| ANTM | 4,000 | UNCH | $960 |
| INVESCO QQQ TR |
4,870 | +4,870 | $920 |
| QQQ | 4,870 | +4,870 | $920 |
| PPL CORP |
28,874 | +5,383 | $909 |
| PPL | 28,874 | +5,383 | $909 |
| DOMINION ENERGY INC |
10,494 | -234 | $850 |
| D | 10,494 | -234 | $850 |
| GLAXOSMITHKLINE PLC |
19,859 | -302 | $848 |
| GSK | 19,859 | -302 | $848 |
See Full List: All Stocks Held By Keudell Morrison Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Keudell Morrison Wealth Management
|
Size ($ in 1000's)
At 09/30/2019: $121,195 At 06/30/2019: $301,042 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 |
