Keudell/Morrison Wealth Management
Top Portfolio Positions
184 positions ·
$189,932,398 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
66,743 | $16,938,705 | 8.92% | |
| MSFT |
Microsoft Corp
Technology
|
19,942 | $7,381,930 | 3.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,065 | $7,302,987 | 3.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
36,763 | $6,237,210 | 3.28% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,957 | $4,559,299 | 2.40% | |
| LRCX |
Lam Research Corp
Technology
|
20,933 | $4,472,544 | 2.35% | |
| ABBV |
AbbVie Inc.
Healthcare
|
20,016 | $4,353,279 | 2.29% | |
| CVX |
Chevron Corp
Energy
|
18,607 | $3,849,788 | 2.03% | |
| NVDA |
Nvidia Corp
Technology
|
21,236 | $3,703,558 | 1.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,778 | $3,674,441 | 1.93% |
Portfolio Trend
24 quarters · across all stocks
Holdings in LTC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,421,332 | 38,249 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,364,507 | 39,689 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,229,104 | 35,513 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,300,766 | 36,693 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,256,410 | 36,365 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,388,606 | 37,847 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,318,935 | 38,230 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,375,855 | 42,321 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,418,515 | 44,163 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,671,980 | 52,038 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,691,515 | 51,227 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,704,648 | 48,524 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,741,218 | 49,007 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,884,708 | 50,326 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,000,349 | 52,106 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,595,697 | 41,479 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,431,729 | 41,937 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,507 | 300 | Call | Sole | 2021-12-08 | |
| 2021-09-30 | $1,421,581 | 44,859 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $1,463,657 | 38,126 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,445,556 | 34,649 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,339,593 | 34,428 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,168,611 | 33,523 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $975,615 | 25,899 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $669,170 | 21,656 | Shares | Sole | 2020-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||