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Portfolio (Quarterly) Guide ↗

Keudell/Morrison Wealth Management

· CIK 0001785498
13F Portfolio $489M AUM 245 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 89 Added 88 Reduced 16 Exited
Page 7 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHYD VANECK ETF TRUST 25,084.0 $568K 0.12% +6K +28.5% $22.66 -0.4%
122 MA MASTERCARD INCORPORATED Financial Services 1,127.0 $563K 0.12% -13.0 -1.1% $499.66 -0.0%
123 VGT VANGUARD WORLD FD 805.0 $562K 0.12% +30.0 +3.9% $697.72 -83.6%
124 AMD ADVANCED MICRO DEVICES INC Technology 2,741.0 $558K 0.11% -93.0 -3.3% $203.43 +121.0%
125 TRP TC ENERGY CORP Energy 8,898.0 $557K 0.11% $62.60 +12.0%
126 PNC PNC FINL SVCS GROUP INC Financial Services 2,671.0 $556K 0.11% -39.0 -1.4% $208.09 +4.2%
127 BLV VANGUARD BD INDEX FDS 7,910.0 $544K 0.11% -53.0 -0.7% $68.78 -1.7%
128 KMI KINDER MORGAN INC DEL Energy 16,158.0 $542K 0.11% -3K -16.0% $33.53 -0.1%
129 EPD ENTERPRISE PRODS PARTNERS L Energy 13,729.0 $520K 0.11% -319.0 -2.3% $37.84 +4.3%
130 FE FIRSTENERGY CORP Utilities 9,934.0 $503K 0.10% +2K +21.7% $50.66 -10.2%
131 BUFR FIRST TR EXCHNG TRADED FD VI 14,879.0 $502K 0.10% -4K -20.6% $33.77 +7.2%
132 URA GLOBAL X FDS 10,175.0 $493K 0.10% -125.0 -1.2% $48.43 +0.9%
133 CMCSA COMCAST CORP NEW Communication Services 16,963.0 $487K 0.10% +1K +9.5% $28.71 -12.6%
134 AMCOR PLC 12,181.0 $484K 0.10% NEW $39.75
135 UNILEVER PLC 8,482.0 $483K 0.10% +2K +26.4% $56.97
136 TFC TRUIST FINL CORP Financial Services 10,488.0 $482K 0.10% -275.0 -2.6% $45.97 +4.4%
137 AMT AMERICAN TOWER CORP Real Estate 2,721.0 $470K 0.10% NEW $172.58 +6.5%
138 AZN ASTRAZENECA PLC Healthcare 2,343.0 $462K 0.09% NEW $197.22 -3.8%
139 ADBE ADOBE INC Technology 1,878.0 $457K 0.09% -283.0 -13.1% $243.08 +0.4%
140 FLBL FRANKLIN TEMPLETON ETF TR 19,206.0 $442K 0.09% -6K -23.7% $23.00 +0.3%
Page 7 of 13  ·  245 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.0%
Healthcare 14.7%
Financial Services 12.4%
Communication Services 10.4%
Energy 8.6%
Consumer Cyclical 8.3%
Industrials 7.8%
Consumer Defensive 6.4%
Utilities 2.6%
Real Estate 2.1%