Keudell/Morrison Wealth Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsalem, OR
- CIK0001785498
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
220 | $383.66M | SCHD, FNDF, FLBL, VYM | 13F-HR | Jan 23, 2025 | 000166773125000109 | ||
219 | $368.38M | FNDF, SCHD, VYM, BIV | 13F-HR | Oct 31, 2024 | 000178549824000004 | ||
206 | $341.79M | BIV, VYM, SCHD, DFAC | 13F-HR | Jul 16, 2024 | 000178549824000003 | ||
204 | $330.38M | BIV, VYM, DFAC, SCHD | 13F-HR | May 7, 2024 | 000178549824000002 | ||
191 | $303.08M | BIV, VYM, DFAC, AAPL | 13F-HR | Feb 14, 2024 | 000178549824000001 | ||
179 | $328.07M | BND, BIV, VYM, GLDM | 13F-HR | Oct 18, 2023 | 000178549823000004 | ||
186 | $346.97M | BND, BIV, VYM, DFAC | 13F-HR | Jul 20, 2023 | 000178549823000003 | ||
183 | $339.50M | BND, BIV, VYM, DFAC | 13F-HR | Apr 18, 2023 | 000178549823000002 | ||
184 | $311.64M | BND, KRE, VYM, DFAC | 13F-HR | Jan 20, 2023 | 000178549823000001 | ||
174 | $267.26M | DFAC, VYM, BIV, GLDM | 13F-HR | Oct 12, 2022 | 000178549822000004 | ||
171 | $275.24M | DFAC, BIV, VYM, DFIC | 13F-HR | Jul 18, 2022 | 000178549822000003 | ||
175 | $239.16M | DFAC, BIV, AAPL, MSFT | 13F-HR | Apr 18, 2022 | 000178549822000002 | ||
188 | $253.27M | DFAC, AAPL, VUG, VANGUARD WORLD FDS | 13F-HR | Feb 8, 2022 | 000178549822000001 | ||
179 | $233.24M | DFAU, VANGUARD WORLD FDS, AAPL, MSFT | RESTATEMENT | Dec 8, 2021 | 000178549821000005 | ||
167 | $182.66M | AAPL, VANGUARD WORLD FDS, MSFT, KRE | 13F-HR | Jul 13, 2021 | 000178549821000003 | ||
168 | $172.34M | AAPL, VANGUARD WORLD FDS, KRE, MSFT | 13F-HR | Apr 13, 2021 | 000178549821000002 | ||
156 | $157.52M | AAPL, VANGUARD WORLD FDS, KRE, MSFT | 13F-HR | Feb 12, 2021 | 000178549821000001 | ||
148 | $155.60M | BIV, AAPL, MSFT, VNQ | 13F-HR | Oct 20, 2020 | 000178549820000005 | ||
141 | $120.91M | AAPL, MSFT, T, USB | 13F-HR | Jul 14, 2020 | 000178549820000003 | ||
136 | $102.23M | AAPL, MSFT, T, BAC | 13F-HR | Apr 20, 2020 | 000178549820000002 | ||
154 | $144.61M | SPSB, AAPL, T, USB | 13F-HR | Jan 29, 2020 | 000178549820000001 | ||
151 | $121.19M | AAPL, T, USB, XOM | 13F-HR | Nov 13, 2019 | 000178549819000001 | ||
142 | $114.19M | AAPL, USB, T, XOM | RESTATEMENT | Aug 23, 2019 | 000142050619000892 | ||
139 | $113.67M | AAPL, XOM, USB, T | 13F-HR | Aug 21, 2019 | 000142050619000888 |