KM

Keudell/Morrison Wealth Management

13F
Keudell/Morrison Wealth Management
Last update 2025-04-23 218 Stocks (17 new)
Value $424.00 Mil Turnover 16 %
Countries:
Top Holdings: FLBL(8.62%)FLTR(7.17%)HEQT(5.66%)SCHD(5.63%)FNDF(5.33%)
Summary Stock Picks Current Portfolio
Keudell/Morrison Wealth Manage... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FLBL 		Franklin Senior Loan ETF
1,518,039
36,539.2
+80.82%
8.620
+3.85%
3.340
+1.43%
+2.11%
1,067.8
 
FLTR 		VanEck IG Floating Rate ETF
1,189,488
30,391.4
New Holding
7.170
+7.17%
1.300
+0.91%
+1.84%
2,374.8
 
HEQT 		Simplify Hedged Equity ETF
839,669
23,993.5
+62.54%
5.660
+2.18%
5.930
+0.55%
+0.55%
327.4
 
SCHD 		Schwab US Dividend Equity ETF
853,043
23,851.1
+6.40%
5.630
+0.34%
0.030
-6.06%
-2.35%
68,788.9
 
FNDF 		Schwab Fundamental International Equity ETF
625,116
22,591.7
-1.21%
5.330
-0.07%
0.160
+9.40%
+18.10%
16,001.8
 
VYM 		Vanguard High Dividend Yield Indx ETF
155,286
20,025.7
-1.81%
4.720
-0.10%
0.030
-1.06%
+2.90%
57,440.1
 
GLDM 		SPDR Gold MiniShares Trust
258,252
15,983.2
+7.63%
3.770
+0.27%
0.120
+15.94%
+27.72%
15,203.1
 
AAPL 		Apple Inc
69,687
15,479.5
-0.99%
3.650
-0.05%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
VWOB 		Vanguard Emerging Markets Government Bond ETF
197,792
12,698.2
-0.29%
2.990
-0.01%
0.250
+0.21%
+3.94%
4,807.0
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
347,526
11,464.9
-15.28%
2.700
-0.57%
0.040
+1.24%
+0.42%
33,308.7
 

Keudell/Morrison Wealth Management's Historical Top Holdings Breakdowns

Keudell/Morrison Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLTR 		VanEck IG Floating Rate ETF2025-03-31New Buy
+7.17%
●
25.45 ($25.51) 25.58
$25.39
-0.47%
New holding
1,189,488
1,189,488
FLBL 		Franklin Senior Loan ETF2025-03-31Add
+3.85%
●
23.9 ($24.23) 24.43
$24.10
-0.54%
Add 80.82%
1,518,039
678,531
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Reduce
-3.38%
●
73.78 ($75.44) 76.59
$75.93
0.65%
Reduce -94.77%
9,586
-173,546
HEQT 		Simplify Hedged Equity ETF2025-03-31Add
+2.18%
●
28.48 ($29.61) 30.52
$29.56
-0.17%
Add 62.54%
839,669
323,081
DEXC 		Dimensional Emerging Markets ex China Core Equity ETF2025-03-31Reduce
-0.79%
●
46.89 ($48.52) 49.55
$51.88
6.93%
Reduce -33.29%
124,019
-61,879
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31Sold Out
-0.61%
●
49.25 ($50.03) 50.66
$48.57
-2.92%
Sold Out
0
-46,838
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Reduce
-0.57%
●
32.42 ($34.71) 36.1
$34.65
-0.17%
Reduce -15.28%
347,526
-62,682
JMST 		JPMorgan Ultra-Short Municipal Income ETF2025-03-31New Buy
+0.48%
●
50.72 ($50.82) 50.92
$50.76
-0.13%
New holding
40,288
40,288
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.34%
●
27.01 ($27.88) 28.54
$26.44
-5.16%
Add 6.4%
853,043
51,286
BUFR 		FT Vest Laddered Buffer ETF2025-03-31Reduce
-0.30%
●
29.34 ($30.56) 31.31
$31.00
1.44%
Reduce -42.54%
51,463
-38,094

Keudell/Morrison Wealth Management Total Holding History ($B)

To

Keudell/Morrison Wealth Management's Asset Allocation

To

Keudell/Morrison Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Keudell/Morrison Wealth Management's Hypothetical Growth since 2025-03-31

Keudell/Morrison Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Keudell/Morrison Wealth Management's Holdings Heat Map

Size field:

Keudell/Morrison Wealth Management's Holdings Bubble Chart

Keudell/Morrison Wealth Management News

  • 1

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