Notify me when Keudell/Morrison Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 232 | $475,919,389 | +$112,894,763 | -$119,338,515 | -$6,443,752 | FLXR, SCHD, VWOB, FNDF, DFAC | 13F-HR | 06 Feb 2026, 17:22 |
| Q2 2025 | 228 | $450,664,922 | +$54,023,622 | -$45,541,298 | +$8,482,324 | FLTR, FLBL, SCHD, FNDF, VYM | 13F-HR | 22 Jul 2025, 17:23 |
| Q1 2025 | 218 | $424,014,777 | +$68,878,282 | -$29,649,229 | +$39,229,053 | FLBL, FLTR, HEQT, SCHD, FNDF | 13F-HR | 22 Apr 2025, 17:56 |
| Q4 2024 | 220 | $383,660,830 | +$58,054,166 | -$21,895,895 | +$36,158,271 | SCHD, FNDF, FLBL, VYM, AAPL | 13F-HR | 23 Jan 2025, 16:21 |
| Q3 2024 | 219 | $368,383,129 | +$22,827,510 | -$14,425,729 | +$8,401,781 | FNDF, SCHD, VYM, BIV, AAPL | 13F-HR | 31 Oct 2024, 15:46 |
| Q2 2024 | 206 | $341,788,866 | +$25,283,569 | -$17,601,468 | +$7,682,101 | BIV, VYM, SCHD, DFAC, AAPL | 13F-HR | 16 Jul 2024, 14:00 |
| Q1 2024 | 204 | $330,376,657 | +$22,822,907 | -$12,985,090 | +$9,837,817 | BIV, VYM, DFAC, SCHD, VWOB | 13F-HR | 07 May 2024, 15:36 |
| Q4 2023 | 191 | $303,080,237 | +$11,851,902 | -$65,296,673 | -$53,444,771 | BIV, VYM, DFAC, AAPL, VWOB | 13F-HR | 14 Feb 2024, 15:07 |
| Q3 2023 | 179 | $328,072,984 | +$3,967,922 | -$9,998,249 | -$6,030,327 | BND, BIV, VYM, GLDM, DFAC | 13F-HR | 18 Oct 2023, 17:18 |
| Q2 2023 | 186 | $346,969,351 | +$17,334,541 | -$15,953,691 | +$1,380,850 | BND, BIV, VYM, DFAC, GLDM | 13F-HR | 20 Jul 2023, 12:38 |
| Q1 2023 | 183 | $339,502,765 | +$61,308,185 | -$42,764,213 | +$18,543,972 | BND, BIV, VYM, DFAC, GLDM | 13F-HR | 18 Apr 2023, 13:41 |
| Q4 2022 | 184 | $311,638,787 | +$105,231,802 | -$82,305,421 | +$22,926,381 | BND, SPAB, VYM, DFAC, GLDM | 13F-HR | 20 Jan 2023, 13:28 |
| Q3 2022 | 174 | $267,264,000 | +$28,649,707 | -$13,163,039 | +$15,486,668 | DFAC, VYM, BIV, GLDM, DFIC | 13F-HR | 12 Oct 2022, 11:58 |
| Q2 2022 | 171 | $275,239,000 | +$83,392,380 | -$13,906,482 | +$69,485,898 | DFAC, BIV, VYM, DFIC, GLDM | 13F-HR | 18 Jul 2022, 15:28 |
| Q1 2022 | 175 | $239,158,000 | +$28,457,296 | -$36,017,646 | -$7,560,350 | DFAC, BIV, AAPL, MSFT, AMZN | 13F-HR | 18 Apr 2022, 16:09 |
| Q4 2021 | 186 | $252,929,000 | +$70,281,172 | -$65,879,392 | +$4,401,780 | DFAC, AAPL, VUG, VDE, MSFT | 13F-HR | 08 Feb 2022, 09:24 |
| Q3 2021 | 174 | $232,935,000 | +$57,288,932 | -$4,278,243 | +$53,010,689 | DFAU, VDE, AAPL, MSFT, USB | Restatement | 08 Dec 2021, 10:38 |
| Q2 2021 | 167 | $182,660,000 | +$7,858,588 | -$9,286,341 | -$1,427,753 | AAPL, VDE, MSFT, XME, AMZN | 13F-HR | 13 Jul 2021, 16:04 |
| Q1 2021 | 166 | $172,300,000 | +$11,208,589 | -$6,869,876 | +$4,338,713 | AAPL, VDE, XME, MSFT, USB | 13F-HR | 13 Apr 2021, 08:12 |
| Q4 2020 | 156 | $157,524,000 | +$10,324,088 | -$24,361,364 | -$14,037,276 | AAPL, VDE, XME, MSFT, VNQ | 13F-HR | 12 Feb 2021, 08:24 |
| Q3 2020 | 145 | $155,494,000 | +$42,491,894 | -$8,411,741 | +$34,080,153 | BIV, AAPL, MSFT, VNQ, XME | 13F-HR | 20 Oct 2020, 15:20 |
| Q2 2020 | 141 | $120,910,000 | +$12,809,750 | -$8,581,635 | +$4,228,115 | AAPL, MSFT, T, USB, ABBV | 13F-HR | 14 Jul 2020, 15:54 |
| Q1 2020 | 136 | $101,037,000 | +$8,698,983 | -$25,040,428 | -$16,341,445 | AAPL, MSFT, T, VZ, USB | 13F-HR | 20 Apr 2020, 13:40 |
| Q4 2019 | 154 | $144,612,000 | +$20,541,636 | -$5,137,678 | +$15,403,958 | SPSB, AAPL, T, USB, IEMG | 13F-HR | 29 Jan 2020, 14:08 |
| Q3 2019 | 151 | $121,195,000 | +$5,999,568 | -$3,129,604 | +$2,869,964 | AAPL, T, USB, XOM, MSFT | 13F-HR | 13 Nov 2019, 16:22 |
| Q2 2019 | 142 | $114,188,000 | +$6,917,084 | -$6,715,608 | +$201,476 | AAPL, USB, T, XOM, MSFT | Restatement | 23 Aug 2019, 14:03 |
| Q1 2019 | 139 | $113,671,000 | $0 | $0 | $0 | AAPL, XOM, USB, T, VZ | 13F-HR | 21 Aug 2019, 12:19 |