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 151–200 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | 8K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 3K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 658 | $100K–$500K | SH |
| PPL | PPL CORP | 11K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 9K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| AMCR | AMCOR PLC | 46K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 2K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 3K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 5K | $100K–$500K | SH |
| PMM | PUTNAM MANAGED MUN INCOME TR | 60K | $100K–$500K | SH |
| MUA | BLACKROCK MUNIASSETS FD INC | 34K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 8K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 411 | $100K–$500K | SH |
| XYZ | BLOCK INC | 5K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 3K | $100K–$500K | SH |
| MPLX | MPLX LP | 7K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 3K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| XYL | XYLEM INC | 2K | $100K–$500K | SH |
| FLS | FLOWSERVE CORP | 4K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 363 | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 291 | $100K–$500K | SH |
| MDYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 517 | $100K–$500K | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 34K | $100K–$500K | SH |
| KR | KROGER CO | 5K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 3K | $100K–$500K | SH |
| XME | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 612 | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| DEO | DIAGEO PLC | 3K | $100K–$500K | SH |
| WPC | WP CAREY INC | 4K | $100K–$500K | SH |
| ITB | ISHARES TR | 3K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 392 | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 446 | $100K–$500K | SH |
| PAYC | PAYCOM SOFTWARE INC | 2K | $100K–$500K | SH |
| CME | CME GROUP INC | 936 | $100K–$500K | SH |
| EQIN | COLUMBIA ETF TR I | 5K | $100K–$500K | SH |
| LII | LENNOX INTL INC | 518 | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 5K | $100K–$500K | SH |