CIK 1785498
Keudell/Morrison Wealth Management
Institutional 13F holdings & portfolio
Holdings
232
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| T | AT&T INC | 64K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| ASML | ASML HOLDING N V | 1K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| LTC | LTC PPTYS INC | 40K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 5K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| MRK | MERCK & CO INC | 13K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 49K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 23K | $1M+ | SH |
| DVY | ISHARES TR | 8K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 15K | $1M+ | SH |
| EFA | ISHARES TR | 12K | $1M+ | SH |
| WMT | WALMART INC | 10K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 21K | $1M+ | SH |
| IWO | ISHARES TR | 3K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 13K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 11K | $1M+ | SH |
| O | REALTY INCOME CORP | 18K | $1M+ | SH |
| ENB | ENBRIDGE INC | 22K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 11K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 14K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 3K | $500K+ | SH |
| INTC | INTEL CORP | 25K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 10K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| NFLX | NETFLIX INC | 9K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| OKE | ONEOK INC NEW | 11K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 5K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 8K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| KO | COCA COLA CO | 10K | $500K+ | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 94K | $500K+ | SH |
| NGG | NATIONAL GRID PLC | 9K | $500K+ | SH |
| SO | SOUTHERN CO | 8K | $500K+ | SH |
| BTI | BRITISH AMERN TOB PLC | 12K | $500K+ | SH |