Keudell/Morrison Wealth Management Portfolio Stock Holdings

Keudell/Morrison Wealth Management disclosed 245 stock positions valued at approximately $489.0 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, TCW ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.

Report Period
March 31, 2026
No. of Stocks
245
Portfolio Value
$489.0M
Holdings by Sector
Keudell/Morrison Wealth Management Portfolio Holdings in Q1 2026

236 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SCHWAB STRATEGIC TRSCHDOther9.60%1,530,634-65,184-4.08%$46,959,862
TCW ETF TRUSTFLXROther8.84%1,100,368-84,620-7.14%$43,211,465
DIMENSIONAL ETF TRUSTDFACOther5.55%698,277+246,152+54.44%$27,135,047
VANGUARD WHITEHALL FDSVWOBOther4.87%362,872+69,358+23.63%$23,837,044
SCHWAB STRATEGIC TRFNDFOther4.37%436,651+3,076+0.71%$21,365,317
APPLE INCAAPLTechnology3.46%66,743+1,168+1.78%$16,938,599
VANGUARD WHITEHALL FDSVYMOther2.21%73,085-1,426-1.91%$10,823,850
J P MORGAN EXCHANGE TRADED FJMUBOther2.03%198,921+26,344+15.27%$9,944,085
LEGG MASON ETF INVTLVHIOther2.02%244,196+3,196+1.33%$9,899,691
VANGUARD INDEX FDSVNQOther1.84%101,501+1,411+1.41%$9,003,117
SPDR INDEX SHS FDSEDIVOther1.71%211,199+211,199+100.00%$8,338,136
ALPHABET INCGOOGCommunication Services1.70%29,048-253-0.86%$8,332,840
MICROSOFT CORPMSFTTechnology1.51%19,942+155+0.78%$7,382,042
AMAZON COM INCAMZNConsumer Cyclical1.49%35,065+943+2.76%$7,302,988
EXXON MOBIL CORPXOMEnergy1.28%36,763-1,538-4.02%$6,237,260
VANECK ETF TRUSTMOOOther1.19%69,054+69,054+100.00%$5,835,063
SCHWAB STRATEGIC TRSCHGOther1.14%191,743+8,918+4.88%$5,585,474
ELI LILLY & COLLYHealthcare0.93%4,957-192-3.73%$4,559,300
LAM RESEARCH CORPLRCXOther0.91%20,933+180+0.87%$4,472,545
VANGUARD WORLD FDVDEOther0.91%25,766-9,792-27.54%$4,458,549
ABBVIE INCABBVHealthcare0.89%20,016+53+0.27%$4,353,215
SELECT SECTOR SPDR TRXLKOther0.82%30,298+102+0.34%$4,026,604
CHEVRON CORPORATIONCVXEnergy0.79%18,607+920+5.20%$3,849,739
NVIDIA CORPORATIONNVDATechnology0.76%21,236+108+0.51%$3,703,558
ALPHABET INCGOOGLCommunication Services0.75%12,778+366+2.95%$3,674,321
VISA INCVFinancial Services0.69%11,210-190-1.67%$3,388,068
INVESCO QQQ TRQQQOther0.67%5,706-556-8.88%$3,293,389
RTX CORPORATIONRTXIndustrials0.67%17,031-178-1.03%$3,285,248
PHILIP MORRIS INTL INCPMConsumer Defensive0.63%18,704+264+1.43%$3,092,598
HOME DEPOT INCHDConsumer Cyclical0.62%9,220-7-0.08%$3,032,366
SPDR SERIES TRUSTSPYGOther0.60%30,030+304+1.02%$2,940,237
CATERPILLAR INCCATIndustrials0.59%4,065-1,918-32.06%$2,879,846
JPMORGAN CHASE & COJPMFinancial Services0.57%9,474+590+6.64%$2,786,877
US BANCORPUSBFinancial Services0.55%51,935-1,592-2.97%$2,701,136
VERIZON COMMUNICATIONS INCVZCommunication Services0.53%52,096-1,199-2.25%$2,615,213
ISHARES TRDGROOther0.43%30,036+4,112+15.86%$2,107,926
GILEAD SCIENCES INCGILDHealthcare0.43%15,016-1,006-6.28%$2,092,780
STRYKER CORPORATIONSYKHealthcare0.41%6,105--$2,006,042
AT&T INCTCommunication Services0.41%68,854+4,424+6.87%$1,996,075
ALTRIA GROUP INCMOConsumer Defensive0.41%30,140-181-0.60%$1,988,916
VANGUARD SPECIALIZED FUNDSVIGOther0.38%8,544+41+0.48%$1,837,542
QUALCOMM INCQCOMTechnology0.37%14,227+20+0.14%$1,832,162
JOHNSON & JOHNSONJNJHealthcare0.37%7,324-1,398-16.03%$1,790,337
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.36%1,783+26+1.48%$1,776,519
META PLATFORMS INCMETACommunication Services0.36%3,090-52-1.65%$1,767,678
ASML HLDG NVASMLOther0.35%1,314+4+0.31%$1,735,571
AMGEN INCAMGNHealthcare0.35%4,900-456-8.51%$1,724,166
NIKE INCNKEConsumer Cyclical0.35%32,003+1,691+5.58%$1,690,412
MERCK & CO INCMRKHealthcare0.33%13,376+719+5.68%$1,609,052
L3HARRIS TECHNOLOGIES INCLHXIndustrials0.33%4,631+31+0.67%$1,598,390
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.30%5,039+6+0.12%$1,475,167
LTC PPTYS INCLTCReal Estate0.29%38,249-1,440-3.63%$1,421,321
BROADCOM INCAVGOTechnology0.29%4,541+60+1.34%$1,405,485
ORACLE CORPORCLTechnology0.27%9,113-144-1.56%$1,340,619
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.27%2,762-148-5.09%$1,323,550
ISHARES TREFAOther0.26%13,213+1,475+12.57%$1,283,379
ISHARES TRDVYOther0.26%8,430-19-0.22%$1,276,386
WALMART INCWMTConsumer Defensive0.26%10,191+119+1.18%$1,266,544
VANECK ETF TRUSTSMHOther0.26%3,290--$1,261,386
BRISTOL-MYERS SQUIBB COBMYHealthcare0.25%20,394-2,715-11.75%$1,236,895
CISCO SYS INCCSCOTechnology0.24%15,418+413+2.75%$1,196,245
VANGUARD INTL EQUITY INDEX FVWOOther0.23%21,225+655+3.18%$1,147,211
INTERNATIONAL BUSINESS MACHSIBMTechnology0.23%4,562+19+0.42%$1,105,802
SALESFORCE INCCRMTechnology0.23%5,904-651-9.93%$1,102,100
ENBRIDGE INCENBEnergy0.22%19,965-1,564-7.26%$1,080,911
INTEL CORPINTCTechnology0.22%24,353-234-0.95%$1,074,698
ISHARES TRIWOOther0.22%3,399--$1,066,640
NETFLIX INC.NFLXCommunication Services0.22%10,939+1,570+16.76%$1,051,785
STARBUCKS CORPSBUXConsumer Cyclical0.21%11,569-990-7.88%$1,036,501
LOCKHEED MARTIN CORPLMTIndustrials0.21%1,708-5-0.29%$1,032,375
MARRIOTT INTL INC NEWMARConsumer Cyclical0.21%3,143+184+6.22%$1,027,981
VALERO ENERGY CORPVLOEnergy0.21%4,137+207+5.27%$1,022,170
WORLD GOLD TRGLDMOther0.20%10,714+272+2.60%$993,034
WELLS FARGO & COWFCFinancial Services0.20%12,113+886+7.89%$964,316
PROCTER & GAMBLE COPGConsumer Defensive0.19%6,579+366+5.89%$950,271
REALTY INCOME CORPOReal Estate0.19%15,408-2,986-16.23%$942,667
INVESCO EXCHANGE TRADED FD TRSPOther0.19%4,859+275+6.00%$932,539
BOEING COBAIndustrials0.19%4,681+1,060+29.27%$931,659
SPDR GOLD TRGLDOther0.19%2,122--$913,075
UNITED PARCEL SVCS INCUPSIndustrials0.19%9,237+3,851+71.50%$908,727
VANGUARD WHITEHALL FDSVIGIOther0.18%10,046-723-6.71%$888,683
PALANTIR TECHNOLOGIES INCPLTRTechnology0.18%6,065+176+2.99%$887,188
DUKE ENERGY CORP NEWDUKUtilities0.17%6,356-4-0.06%$832,255
VANECK ETF TRUSTFLTROther0.17%32,188-16,835-34.34%$820,150
TEXAS INSTRS INCTXNTechnology0.16%4,128-511-11.02%$801,410
VANGUARD WHITEHALL FDSVYMIOther0.16%8,232+22+0.27%$775,744
UNITEDHEALTH GROUP INCUNHHealthcare0.16%2,844+432+17.91%$769,608
STATE STR SPDR S&P 500 ETF TSPYOther0.16%1,172--$762,481
COCA COLA COKOConsumer Defensive0.16%9,988-300-2.92%$759,587
VANGUARD BD INDEX FDSBSVOther0.16%9,680+1,657+20.65%$759,009
SOUTHERN COSOUtilities0.15%7,847-2-0.03%$757,392
PIMCO INCOME STRATEGY FD IIPFNFinancial Services0.15%108,906+15,216+16.24%$750,364
VANGUARD BD INDEX FDSVUSBOther0.15%15,000+5,000+50.00%$746,775
BRITISH AMERN TOB PLCBTIConsumer Defensive0.15%12,455+547+4.59%$728,239
FREEPORT MCMORAN INCFCXBasic Materials0.15%12,305+1,403+12.87%$723,288
CROWDSTRIKE HLDGS INCCRWDTechnology0.15%1,839+110+6.36%$717,964
PEPSICO INCPEPConsumer Defensive0.15%4,600-94-2.00%$714,411
ISHARES INCEMXCOther0.14%8,953-250-2.72%$704,243
DUTCH BROS INCBROSConsumer Cyclical0.14%13,476+4,517+50.42%$682,694
SANOFI SASNYHealthcare0.14%14,103+1,795+14.58%$679,474