Keudell/Morrison Wealth Management
Top Portfolio Positions
183 positions ·
$189,147,321 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
66,743 | $16,938,705 | 8.96% | |
| MSFT |
Microsoft Corp
Technology
|
19,942 | $7,381,930 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,065 | $7,302,987 | 3.86% | |
| XOM |
Exxon Mobil Corp
Energy
|
36,763 | $6,237,210 | 3.30% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,957 | $4,559,299 | 2.41% | |
| LRCX |
Lam Research Corp
Technology
|
20,933 | $4,472,544 | 2.36% | |
| ABBV |
AbbVie Inc.
Healthcare
|
20,016 | $4,353,279 | 2.30% | |
| CVX |
Chevron Corp
Energy
|
18,607 | $3,849,788 | 2.04% | |
| NVDA |
Nvidia Corp
Technology
|
21,236 | $3,703,558 | 1.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,778 | $3,674,441 | 1.94% |
Portfolio Trend
Holdings in RCS
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,600 | 10,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $55,700 | 10,000 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $69,600 | 10,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $62,500 | 10,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $76,200 | 10,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $76,900 | 10,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $62,100 | 10,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $60,900 | 10,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $60,800 | 10,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $53,100 | 10,000 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $52,000 | 10,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $53,200 | 10,000 | Shares | Sole | 2023-04-18 | |
| No 13F history on record for this holder in this stock. | ||||||