HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
18,620 | -866 | $4,735 |
| AAPL | 18,620 | -866 | $4,735 |
| MICROSOFT CORP |
20,742 | +833 | $3,271 |
| MSFT | 20,742 | +833 | $3,271 |
| AT&T INC |
107,050 | +1,709 | $3,121 |
| T | 107,050 | +1,709 | $3,121 |
| VERIZON COMMUNICATIONS INC |
48,363 | +2,926 | $2,599 |
| VZ | 48,363 | +2,926 | $2,599 |
| US BANCORP DEL |
69,208 | +3,233 | $2,384 |
| USB | 69,208 | +3,233 | $2,384 |
| NIKE INC |
25,766 | -639 | $2,132 |
| NKE | 25,766 | -639 | $2,132 |
| ABBVIE INC |
26,791 | +1,273 | $2,041 |
| ABBV | 26,791 | +1,273 | $2,041 |
| ALPHABET INC |
1,666 | +65 | $1,937 |
| GOOG | 1,666 | +65 | $1,937 |
| BLACKROCK MUNIASSETS FD INC |
144,747 | +70 | $1,929 |
| MUA | 144,747 | +70 | $1,929 |
| ISHARES TR (LQD) |
15,158 | +15,158 | $1,872 |
| LQD | 15,158 | +15,158 | $1,872 |
| PHILIP MORRIS INTL INC |
25,452 | -252 | $1,857 |
| PM | 25,452 | -252 | $1,857 |
| ALTRIA GROUP INC |
46,874 | +592 | $1,813 |
| MO | 46,874 | +592 | $1,813 |
| VISA INC |
10,370 | +147 | $1,671 |
| V | 10,370 | +147 | $1,671 |
| EXXON MOBIL CORP |
46,776 | +942 | $1,662 |
| XOM | 46,776 | +942 | $1,662 |
| HOME DEPOT INC |
8,386 | +220 | $1,566 |
| HD | 8,386 | +220 | $1,566 |
| AMAZON COM INC |
801 | +69 | $1,562 |
| AMZN | 801 | +69 | $1,562 |
| INTEL CORP |
25,176 | -773 | $1,363 |
| INTC | 25,176 | -773 | $1,363 |
| CHEVRON CORP NEW |
18,119 | +809 | $1,313 |
| CVX | 18,119 | +809 | $1,313 |
| UNITEDHEALTH GROUP INC |
5,245 | -255 | $1,308 |
| UNH | 5,245 | -255 | $1,308 |
| FACEBOOK INC |
7,453 | +519 | $1,243 |
| FB | 7,453 | +519 | $1,243 |
| JOHNSON & JOHNSON |
9,405 | +250 | $1,233 |
| JNJ | 9,405 | +250 | $1,233 |
| QUALCOMM INC |
18,185 | +52 | $1,230 |
| QCOM | 18,185 | +52 | $1,230 |
| SELECT SECTOR SPDR TR (XLK) |
15,050 | UNCH | $1,210 |
| XLK | 15,050 | UNCH | $1,210 |
| WESTERN ASSET MANAGED MUNS F |
99,842 | +1,750 | $1,194 |
| MMU | 99,842 | +1,750 | $1,194 |
| COMCAST CORP NEW |
32,204 | -181 | $1,107 |
| CMCSA | 32,204 | -181 | $1,107 |
| PROCTER & GAMBLE CO |
10,007 | +123 | $1,101 |
| PG | 10,007 | +123 | $1,101 |
| ALPHABET INC |
934 | +42 | $1,085 |
| GOOGL | 934 | +42 | $1,085 |
| MERCK & CO. INC |
13,836 | +904 | $1,065 |
| MRK | 13,836 | +904 | $1,065 |
| SPDR SER TR (SPSB) |
34,162 | -300,900 | $1,033 |
| SPSB | 34,162 | -300,900 | $1,033 |
| BCE INC |
24,522 | +877 | $1,002 |
| BCE | 24,522 | +877 | $1,002 |
| L3HARRIS TECHNOLOGIES INC |
5,320 | -94 | $958 |
| LHX | 5,320 | -94 | $958 |
| ANTHEM INC |
4,160 | +160 | $944 |
| ANTM | 4,160 | +160 | $944 |
| BP PLC |
38,278 | +3,478 | $934 |
| BP | 38,278 | +3,478 | $934 |
| BRISTOL MYERS SQUIBB CO |
16,745 | -445 | $933 |
| BMY | 16,745 | -445 | $933 |
| JPMORGAN CHASE & CO |
10,334 | +238 | $930 |
| JPM | 10,334 | +238 | $930 |
| INVESCO LTD |
4,870 | +4,870 | $927 |
| IVZ | 4,870 | +4,870 | $927 |
| SPDR SER TR (TFI) |
18,365 | +18,365 | $918 |
| TFI | 18,365 | +18,365 | $918 |
| CISCO SYS INC |
23,195 | +882 | $912 |
| CSCO | 23,195 | +882 | $912 |
| ADOBE INC |
2,821 | +144 | $898 |
| ADBE | 2,821 | +144 | $898 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
15,768 | +15,768 | $859 |
| VMBS | 15,768 | +15,768 | $859 |
| COCA COLA CO |
19,192 | +1,701 | $849 |
| KO | 19,192 | +1,701 | $849 |
| STARBUCKS CORP |
12,773 | -1,289 | $840 |
| SBUX | 12,773 | -1,289 | $840 |
| STRYKER CORP |
5,014 | UNCH | $835 |
| SYK | 5,014 | UNCH | $835 |
| PFIZER INC |
25,013 | +2,617 | $816 |
| PFE | 25,013 | +2,617 | $816 |
| DUKE ENERGY CORP NEW |
9,934 | -1,026 | $803 |
| DUK | 9,934 | -1,026 | $803 |
 BERKSHIRE HATHAWAY INC DEL |
$797 | ||
| BRK.B | 4,357 | +2,095 | $797 |
| DOMINION ENERGY INC |
10,640 | +65 | $768 |
| D | 10,640 | +65 | $768 |
| CATERPILLAR INC DEL |
6,604 | +177 | $766 |
| CAT | 6,604 | +177 | $766 |
| WELLTOWER INC |
16,697 | +1,407 | $764 |
| WELL | 16,697 | +1,407 | $764 |
| PPL CORP |
30,348 | +7 | $749 |
| PPL | 30,348 | +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 |
