HoldingsChannel.com
Keudell Morrison Wealth Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 18,620 -866 $4,735
     AAPL18,620-866$4,735
MICROSOFT CORP 20,742 +833 $3,271
     MSFT20,742+833$3,271
AT&T INC 107,050 +1,709 $3,121
     T107,050+1,709$3,121
VERIZON COMMUNICATIONS INC 48,363 +2,926 $2,599
     VZ48,363+2,926$2,599
US BANCORP DEL 69,208 +3,233 $2,384
     USB69,208+3,233$2,384
NIKE INC 25,766 -639 $2,132
     NKE25,766-639$2,132
ABBVIE INC 26,791 +1,273 $2,041
     ABBV26,791+1,273$2,041
ALPHABET INC 1,666 +65 $1,937
     GOOG1,666+65$1,937
BLACKROCK MUNIASSETS FD INC 144,747 +70 $1,929
     MUA144,747+70$1,929
ISHARES TR (LQD) 15,158 +15,158 $1,872
     LQD15,158+15,158$1,872
PHILIP MORRIS INTL INC 25,452 -252 $1,857
     PM25,452-252$1,857
ALTRIA GROUP INC 46,874 +592 $1,813
     MO46,874+592$1,813
VISA INC 10,370 +147 $1,671
     V10,370+147$1,671
EXXON MOBIL CORP 46,776 +942 $1,662
     XOM46,776+942$1,662
HOME DEPOT INC 8,386 +220 $1,566
     HD8,386+220$1,566
AMAZON COM INC 801 +69 $1,562
     AMZN801+69$1,562
INTEL CORP 25,176 -773 $1,363
     INTC25,176-773$1,363
CHEVRON CORP NEW 18,119 +809 $1,313
     CVX18,119+809$1,313
UNITEDHEALTH GROUP INC 5,245 -255 $1,308
     UNH5,245-255$1,308
FACEBOOK INC 7,453 +519 $1,243
     FB7,453+519$1,243
JOHNSON & JOHNSON 9,405 +250 $1,233
     JNJ9,405+250$1,233
QUALCOMM INC 18,185 +52 $1,230
     QCOM18,185+52$1,230
SELECT SECTOR SPDR TR (XLK) 15,050 UNCH $1,210
     XLK15,050UNCH$1,210
WESTERN ASSET MANAGED MUNS F 99,842 +1,750 $1,194
     MMU99,842+1,750$1,194
COMCAST CORP NEW 32,204 -181 $1,107
     CMCSA32,204-181$1,107
PROCTER & GAMBLE CO 10,007 +123 $1,101
     PG10,007+123$1,101
ALPHABET INC 934 +42 $1,085
     GOOGL934+42$1,085
MERCK & CO. INC 13,836 +904 $1,065
     MRK13,836+904$1,065
SPDR SER TR (SPSB) 34,162 -300,900 $1,033
     SPSB34,162-300,900$1,033
BCE INC 24,522 +877 $1,002
     BCE24,522+877$1,002
L3HARRIS TECHNOLOGIES INC 5,320 -94 $958
     LHX5,320-94$958
ANTHEM INC 4,160 +160 $944
     ANTM4,160+160$944
BP PLC 38,278 +3,478 $934
     BP38,278+3,478$934
BRISTOL MYERS SQUIBB CO 16,745 -445 $933
     BMY16,745-445$933
JPMORGAN CHASE & CO 10,334 +238 $930
     JPM10,334+238$930
INVESCO LTD 4,870 +4,870 $927
     IVZ4,870+4,870$927
SPDR SER TR (TFI) 18,365 +18,365 $918
     TFI18,365+18,365$918
CISCO SYS INC 23,195 +882 $912
     CSCO23,195+882$912
ADOBE INC 2,821 +144 $898
     ADBE2,821+144$898
VANGUARD SCOTTSDALE FDS (VMBS) 15,768 +15,768 $859
     VMBS15,768+15,768$859
COCA COLA CO 19,192 +1,701 $849
     KO19,192+1,701$849
STARBUCKS CORP 12,773 -1,289 $840
     SBUX12,773-1,289$840
STRYKER CORP 5,014 UNCH $835
     SYK5,014UNCH$835
PFIZER INC 25,013 +2,617 $816
     PFE25,013+2,617$816
DUKE ENERGY CORP NEW 9,934 -1,026 $803
     DUK9,934-1,026$803
BERKSHIRE HATHAWAY INC DEL      $797
     BRK.B4,357+2,095$797
DOMINION ENERGY INC 10,640 +65 $768
     D10,640+65$768
CATERPILLAR INC DEL 6,604 +177 $766
     CAT6,604+177$766
WELLTOWER INC 16,697 +1,407 $764
     WELL16,697+1,407$764
PPL CORP 30,348 +7 $749
     PPL30,348+7$749

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 03/31/2020: $102,229
At 12/31/2019: $144,612

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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