Keudell/Morrison Wealth Management
Top Portfolio Positions
184 positions ·
$190,470,871 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
66,743 | $16,938,705 | 8.89% | |
| MSFT |
Microsoft Corp
Technology
|
19,942 | $7,381,930 | 3.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,065 | $7,302,987 | 3.83% | |
| XOM |
Exxon Mobil Corp
Energy
|
36,763 | $6,237,210 | 3.27% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,957 | $4,559,299 | 2.39% | |
| 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 | 2.02% | |
| NVDA |
Nvidia Corp
Technology
|
21,236 | $3,703,558 | 1.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,778 | $3,674,441 | 1.93% |
Portfolio Trend
24 quarters · across all stocks
Holdings in MUA
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,833 | 31,841 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $368,863 | 34,441 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $433,586 | 41,691 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $368,609 | 34,036 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $359,197 | 32,536 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $449,165 | 36,223 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $504,797 | 43,517 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $511,441 | 46,159 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $567,793 | 53,616 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $553,959 | 61,551 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $662,463 | 65,075 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $744,028 | 70,658 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $797,044 | 73,664 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,137,484 | 110,758 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,579,538 | 129,683 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,065,843 | 161,394 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,066,728 | 139,080 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,116,468 | 139,333 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $2,336,172 | 138,563 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,125,675 | 139,480 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $2,044,043 | 139,240 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,915,515 | 139,209 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,964,006 | 141,499 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,929,477 | 144,747 | Shares | Sole | 2020-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||