HoldingsChannel.com
Keudell Morrison Wealth Management Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR SERIES TRUST (SPSB) 335,062 +335,062 $10,333
     SPSB335,062+335,062$10,333
APPLE INC 19,486 -687 $5,722
     AAPL19,486-687$5,722
AT&T INC 105,341 -47 $4,117
     T105,341-47$4,117
US BANCORP DEL 65,975 -2,064 $3,912
     USB65,975-2,064$3,912
ISHARES INC (IEMG) 70,961 +64,853 $3,815
     IEMG70,961+64,853$3,815
ISHARES TR (IEFA) 53,289 +48,154 $3,477
     IEFA53,289+48,154$3,477
EXXON MOBIL CORP 45,834 +2,632 $3,198
     XOM45,834+2,632$3,198
MICROSOFT CORP 19,909 -1,721 $3,140
     MSFT19,909-1,721$3,140
VERIZON COMMUNICATIONS INC 45,437 -411 $2,790
     VZ45,437-411$2,790
NIKE INC 26,405 -182 $2,675
     NKE26,405-182$2,675
WISDOMTREE TR 91,865 +1,924 $2,635
     DES91,865+1,924$2,635
ALTRIA GROUP INC 46,282 -89 $2,310
     MO46,282-89$2,310
ABBVIE INC 25,518 +415 $2,259
     ABBV25,518+415$2,259
BLACKROCK MUNIASSETS FD INC 144,677 -2,000 $2,195
     MUA144,677-2,000$2,195
PHILIP MORRIS INTL INC 25,704 -64 $2,187
     PM25,704-64$2,187
ALPHABET INC 1,601 -37 $2,141
     GOOG1,601-37$2,141
CHEVRON CORP NEW 17,310 +97 $2,086
     CVX17,310+97$2,086
VISA INC 10,223 -243 $1,921
     V10,223-243$1,921
HOME DEPOT INC 8,166 -91 $1,783
     HD8,166-91$1,783
BOEING CO 5,140 -24 $1,674
     BA5,140-24$1,674
UNITEDHEALTH GROUP INC 5,500 -20 $1,617
     UNH5,500-20$1,617
QUALCOMM INC 18,133 -918 $1,600
     QCOM18,133-918$1,600
INTEL CORP 25,949 -874 $1,553
     INTC25,949-874$1,553
ALPS ETF TR (AMLP) 176,326 -18,805 $1,499
     AMLP176,326-18,805$1,499
COMCAST CORP NEW 32,385 +132 $1,456
     CMCSA32,385+132$1,456
FACEBOOK INC 6,934 -669 $1,423
     FB6,934-669$1,423
JPMORGAN CHASE & CO 10,096 -54 $1,407
     JPM10,096-54$1,407
SELECT SECTOR SPDR TR (XLK) 15,050 UNCH $1,380
     XLK15,050UNCH$1,380
AMAZON COM INC 732 +25 $1,353
     AMZN732+25$1,353
JOHNSON & JOHNSON 9,155 -496 $1,335
     JNJ9,155-496$1,335
BP PLC 34,800 -804 $1,313
     BP34,800-804$1,313
WESTERN ASST MNGD MUN FD INC 98,092 -1,750 $1,307
     MMU98,092-1,750$1,307
WELLTOWER INC 15,290 -549 $1,250
     WELL15,290-549$1,250
STARBUCKS CORP 14,062 -80 $1,236
     SBUX14,062-80$1,236
PROCTER & GAMBLE CO 9,884 -973 $1,235
     PG9,884-973$1,235
ANTHEM INC 4,000 UNCH $1,208
     ANTM4,000UNCH$1,208
ALPHABET INC 892 -14 $1,195
     GOOGL892-14$1,195
MERCK & CO INC 12,932 +454 $1,176
     MRK12,932+454$1,176
BRISTOL MYERS SQUIBB CO 17,190 +5,924 $1,103
     BMY17,190+5,924$1,103
BCE INC 23,645 -772 $1,096
     BCE23,645-772$1,096
PPL CORP 30,341 +1,467 $1,089
     PPL30,341+1,467$1,089
L3HARRIS TECHNOLOGIES INC 5,414 -4 $1,071
     LHX5,414-4$1,071
CISCO SYS INC 22,313 +275 $1,070
     CSCO22,313+275$1,070
STRYKER CORP 5,014 UNCH $1,053
     SYK5,014UNCH$1,053
WEYERHAEUSER CO 34,688 -221 $1,048
     WY34,688-221$1,048
INVESCO QQQ TR 4,870 UNCH $1,035
     QQQ4,870UNCH$1,035
DUKE ENERGY CORP NEW 10,960 +130 $1,000
     DUK10,960+130$1,000
COCA COLA CO 17,491 -1,030 $968
     KO17,491-1,030$968
CATERPILLAR INC DEL 6,427 UNCH $949
     CAT6,427UNCH$949
INVESCO EXCHNG TRADED FD TR (RDIV) 23,930 -1,650 $944
     RDIV23,930-1,650$944

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 12/31/2019: $144,612
At 09/30/2019: $121,195

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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