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 101–150 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| EMXC | ISHARES INC | 9K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 19K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 4K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| POR | PORTLAND GEN ELEC CO | 13K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| SNY | SANOFI SA | 12K | $500K+ | SH |
| FLBL | FRANKLIN TEMPLETON ETF TR | 25K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 775 | $500K+ | SH |
| SHOP | SHOPIFY INC | 4K | $500K+ | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 6K | $500K+ | SH |
| IEFA | ISHARES TR | 6K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 11K | $500K+ | SH |
| BLV | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| BROS | DUTCH BROS INC | 9K | $500K+ | SH |
| NOW | SERVICENOW INC | 4K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $500K+ | SH |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | 25K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 11K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 19K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| KYMR | KYMERA THERAPEUTICS INC | 7K | $500K+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 10K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 9K | $100K–$500K | SH |
| PFE | PFIZER INC | 20K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| IWF | ISHARES TR | 1K | $100K–$500K | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 9K | $100K–$500K | SH |
| GSK | GSK PLC | 10K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 15K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 594 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 14K | $100K–$500K | SH |
| SHYD | VANECK ETF TRUST | 20K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 4K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| URA | GLOBAL X FDS | 10K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| UL | UNILEVER PLC | 7K | $100K–$500K | SH |
| ARGX | ARGENX SE | 506 | $100K–$500K | SH |
| APP | APPLOVIN CORP | 618 | $100K–$500K | SH |