
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
1,200,233 | -112,946 | $27,965 |
DFAC | 1,200,233 | -112,946 | $27,965 |
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330,308 | +114,800 | $25,648 |
BIV | 330,308 | +114,800 | $25,648 |
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150,634 | +120,693 | $15,319 |
VYM | 150,634 | +120,693 | $15,319 |
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671,810 | +671,810 | $14,457 |
DFIC | 671,810 | +671,810 | $14,457 |
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381,499 | +381,499 | $13,688 |
GLDM | 381,499 | +381,499 | $13,688 |
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67,319 | -572 | $9,204 |
AAPL | 67,319 | -572 | $9,204 |
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299,724 | +299,724 | $8,308 |
BAB | 299,724 | +299,724 | $8,308 |
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333,528 | +333,528 | $8,088 |
TPYP | 333,528 | +333,528 | $8,088 |
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19,812 | -480 | $5,088 |
MSFT | 19,812 | -480 | $5,088 |
![]() |
44,144 | -2,236 | $4,391 |
VDE | 44,144 | -2,236 | $4,391 |
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27,004 | -2,165 | $4,136 |
ABBV | 27,004 | -2,165 | $4,136 |
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82,465 | +34,927 | $4,117 |
VTEB | 82,465 | +34,927 | $4,117 |
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85,084 | -1,655 | $3,916 |
USB | 85,084 | -1,655 | $3,916 |
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1,663 | -27 | $3,638 |
GOOG | 1,663 | -27 | $3,638 |
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183,158 | +183,158 | $3,636 |
FSMB | 183,158 | +183,158 | $3,636 |
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33,212 | +31,633 | $3,527 |
AMZN | 33,212 | +31,633 | $3,527 |
![]() |
36,478 | -2,194 | $3,124 |
XOM | 36,478 | -2,194 | $3,124 |
![]() |
59,304 | +2,540 | $3,010 |
VZ | 59,304 | +2,540 | $3,010 |
![]() |
12,680 | -272 | $2,497 |
V | 12,680 | -272 | $2,497 |
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23,423 | -101 | $2,394 |
NKE | 23,423 | -101 | $2,394 |
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8,625 | -34 | $2,366 |
HD | 8,625 | -34 | $2,366 |
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23,182 | -285 | $2,289 |
PM | 23,182 | -285 | $2,289 |
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15,398 | -2,184 | $2,229 |
CVX | 15,398 | -2,184 | $2,229 |
![]() |
101,706 | +101,706 | $2,214 |
FHYS | 101,706 | +101,706 | $2,214 |
![]() |
16,500 | +250 | $2,097 |
XLK | 16,500 | +250 | $2,097 |
![]() |
4,267 | +78 | $2,059 |
ANTM | 4,267 | +78 | $2,059 |
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97,988 | +5,851 | $2,054 |
T | 97,988 | +5,851 | $2,054 |
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52,106 | +10,627 | $2,000 |
LTC | 52,106 | +10,627 | $2,000 |
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3,881 | -329 | $1,993 |
UNH | 3,881 | -329 | $1,993 |
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15,184 | +20 | $1,940 |
QCOM | 15,184 | +20 | $1,940 |
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35,287 | +1,548 | $1,850 |
PFE | 35,287 | +1,548 | $1,850 |
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17,351 | -641 | $1,668 |
RTX | 17,351 | -641 | $1,668 |
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129,683 | -31,711 | $1,580 |
MUA | 129,683 | -31,711 | $1,580 |
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32,855 | -1,450 | $1,565 |
DGRO | 32,855 | -1,450 | $1,565 |
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4,166 | -9 | $1,525 |
ADBE | 4,166 | -9 | $1,525 |
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30,649 | +708 | $1,507 |
BCE | 30,649 | +708 | $1,507 |
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16,503 | -807 | $1,505 |
MRK | 16,503 | -807 | $1,505 |
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10,467 | +380 | $1,502 |
VIG | 10,467 | +380 | $1,502 |
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8,322 | -196 | $1,477 |
JNJ | 8,322 | -196 | $1,477 |
![]() |
12,492 | +319 | $1,407 |
JPM | 12,492 | +319 | $1,407 |
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4,942 | +200 | $1,385 |
QQQ | 4,942 | +200 | $1,385 |
![]() |
9,582 | -75 | $1,378 |
PG | 9,582 | -75 | $1,378 |
![]() |
598 | -18 | $1,303 |
GOOGL | 598 | -18 | $1,303 |
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4,006 | +20 | $1,299 |
LLY | 4,006 | +20 | $1,299 |
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16,826 | -2,089 | $1,296 |
BMY | 16,826 | -2,089 | $1,296 |
![]() |
17,951 | -673 | $1,280 |
SO | 17,951 | -673 | $1,280 |
![]() |
5,597 | +664 | $1,248 |
VUG | 5,597 | +664 | $1,248 |
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$1,235 | ||
BRK.B | 4,523 | -4 | $1,235 |
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28,614 | -1,231 | $1,195 |
MO | 28,614 | -1,231 | $1,195 |
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31,292 | +1,468 | $1,171 |
INTC | 31,292 | +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
![]() 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 |