Fund HoldingsKeudell/Morrison Wealth Management

Total Portfolio Value
$330.38M
Total Bought
$33.21M
Total Sold
$20.08M
Net Transaction
+$13.13M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
0427,636+427,636011,3283.43%+11,328
SCHWAB STRATEGIC TR158,347173,990+15,64312,05514,0294.25%+1,974
ELI LILLY & CO(LLY)4,6124,961+3492,6883,8591.17%+1,171
MANAGED PORTFOLIO SERIES398,471404,678+6,20710,33611,3153.42%+978
WORLD GOLD TR(GLDM)0253,580+253,580011,1703.38%+11,170
AMAZON COM INC(AMZN)31,44531,668+2234,7785,7121.73%+935
NVIDIA CORPORATION(NVDA)1,9892,013+249851,8190.55%+834
VANGUARD WHITEHALL FDS165,136159,239-5,89718,43419,2665.83%+832
MICROSOFT CORP(MSFT)20,86920,625-2447,8488,6772.63%+830
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
476,566461,525-15,04113,93014,7464.46%+816
SCHWAB STRATEGIC TR141,261151,799+10,5384,7655,4061.64%+641
EXXON MOBIL CORP033,690+33,69003,9161.19%+3,916
VANGUARD WORLD FD
ENERGY ETF
032,583+32,58304,2911.30%+4,291
SCHWAB STRATEGIC TR24,47727,180+2,7032,0312,5200.76%+490
CATERPILLAR INC(CAT)5,9875,972-151,7702,1880.66%+418
LAM RESEARCH CORP(LRCX)2,1922,186-61,7172,1240.64%+407
ABBVIE INC(ABBV)23,94422,568-1,3763,7114,1101.24%+399
ALPHABET INC(GOOG)34,53734,562+254,8675,2621.59%+395
QUALCOMM INC(QCOM)15,19515,199+42,1982,5730.78%+376
TARGET CORP(TGT)02,103+2,10303730.11%+373
STRYKER CORPORATION(SYK)6,3426,34201,8992,2700.69%+370
META PLATFORMS INC(META)3,3113,173-1381,1721,5410.47%+369
SPDR S&P 500 ETF TR(SPY)0665+66503480.11%+348
HOME DEPOT INC(HD)9,3289,310-183,2333,5711.08%+339
BRISTOL-MYERS SQUIBB CO(BMY)016,452+16,45208920.27%+892
COLUMBIA ETF TR II
EM CORE EX ETF
51,24460,118+8,8741,5511,8700.57%+319
JPMORGAN CHASE & CO(JPM)11,19911,070-1291,9052,2170.67%+312
CITIGROUP INC(C)04,862+4,86203070.09%+307
MERCK & CO INC(MRK)12,47012,621+1511,3601,6650.50%+306
BERKSHIRE HATHAWAY INC DEL04,528+4,52801,9040.58%+1,904
KYMERA THERAPEUTICS INC(KYMR)06,625+6,62502660.08%+266
VISA INC(V)11,65511,817+1623,0343,2981.00%+264
GOLDMAN SACHS GROUP INC(GS)0624+62402610.08%+261
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,496+1,49602530.08%+253
VULCAN MATLS CO(VMC)0926+92602530.08%+253
ELEVANCE HEALTH INC(ELV)5,2805,281+12,4902,7380.83%+248
VIKING THERAPEUTICS INC(VKTX)03,020+3,02002480.07%+248
THERMO FISHER SCIENTIFIC INC(TMO)01,006+1,00605850.18%+585
VERIZON COMMUNICATIONS INC(VZ)047,523+47,52301,9940.60%+1,994
ASML HOLDING N V
N Y REGISTRY SHS
1,1221,123+18491,0900.33%+241
SALESFORCE INC(CRM)6,3476,335-121,6701,9080.58%+238
ORACLE CORP(ORCL)10,84710,971+1241,1441,3780.42%+234
SELECT SECTOR SPDR TR
ST STR TECHN ETF
14,75214,748-42,8393,0720.93%+232
RTX CORPORATION(RTX)17,01917,044+251,4321,6620.50%+230
MICRON TECHNOLOGY INC(MU)01,927+1,92702270.07%+227
AMERICAN INTL GROUP INC02,894+2,89402260.07%+226
VANGUARD INDEX FDS02,581+2,58102230.07%+223
CONSTELLATION ENERGY CORP(CEG)01,173+1,17302170.07%+217
CONAGRA BRANDS INC(CAG)07,208+7,20802140.06%+214
WORKDAY INC(WDAY)0773+77302110.06%+211
INVESCO QQQ TR5,8915,901+102,4122,6200.79%+208
MANULIFE FINL CORP(MFC)08,294+8,29402070.06%+207
SAP SE(SAP)01,051+1,05102050.06%+205
GENERAL DYNAMICS CORP(GD)0723+72302040.06%+204
NETFLIX INC(NFLX)1,5001,533+337309310.28%+201
NOVO-NORDISK A S(NVO)7,7847,729-558059920.30%+187
REALTY INCOME CORP(O)4,7698,503+3,7342744600.14%+186
SPDR SER TR
ST STR P500GRW
20,56720,682+1151,3381,5130.46%+175
CHEVRON CORP NEW(CVX)015,068+15,06802,3770.72%+2,377
VANECK ETF TRUST
SEMICONDUCTR ETF
3,2903,295+55757410.22%+166
VANGUARD INTL EQUITY INDEX F12,22815,871+3,6435036630.20%+160
US BANCORP DEL(USB)75,01276,162+1,1503,2473,4041.03%+158
COSTCO WHSL CORP NEW(COST)2,1922,188-41,4471,6030.49%+156
ALTRIA GROUP INC(MO)026,964+26,96401,1760.36%+1,176
VALERO ENERGY CORP(VLO)03,054+3,05405210.16%+521
NUSHARES ETF TR
NUVEEN ESG US
049,890+49,89001,0960.33%+1,096
AIRBNB INC3,1753,401+2264325610.17%+129
ALPHABET INC(GOOG)11,83311,802-311,6531,7810.54%+128
INTERNATIONAL BUSINESS MACHS(IBM)5,2815,181-1008649890.30%+126
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,0163,968-484185400.16%+122
HALEON PLC(HLN)014,001+14,00101190.04%+119
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
88,45391,169+2,7164,5084,6261.40%+118
VANGUARD SPECIALIZED FUNDS08,905+8,90501,6260.49%+1,626
SANOFI(SNY)010,918+10,91805310.16%+531
AT&T INC(T)089,219+89,21901,5700.48%+1,570
ISHARES TR
CORE DIV GRWTH
27,33927,33901,4711,5870.48%+116
DISNEY WALT CO(DIS)02,995+2,99503670.11%+367
KIMBERLY-CLARK CORP(KMB)04,172+4,17205400.16%+540
JPMORGAN CHASE & CO39,72239,132-5901,0071,1150.34%+108
UNITED PARCEL SERVICE INC(UPS)05,846+5,84608690.26%+869
WALMART INC(WMT)012,800+12,80007700.23%+770
ISHARES TR8,9519,600+6496747670.23%+92
AUTODESK INC01,478+1,47803850.12%+385
CROWDSTRIKE HLDGS INC(CRWD)1,4601,434-263734600.14%+87
MARRIOTT INTL INC NEW(MAR)3,3733,351-227618450.26%+85
BANK AMERICA CORP17,72717,908+1815976790.21%+82
VANGUARD WHITEHALL FDS192,774193,737+96312,28912,3703.74%+81
AMERICAN EXPRESS CO(AXP)1,9521,95203664440.13%+79
ADVANCED MICRO DEVICES INC(AMD)2,3692,364-53494270.13%+77
GILEAD SCIENCES INC(GILD)08,852+8,85206480.20%+648
TRUIST FINL CORP(TFC)010,527+10,52704100.12%+410
DOMINION ENERGY INC(D)08,830+8,83004340.13%+434
ISHARES TR3,3993,39908579200.28%+63
PNC FINL SVCS GROUP INC(PNC)02,239+2,23903620.11%+362
WILLIAMS COS INC(WMB)013,599+13,59905300.16%+530
AMERICAN ELEC PWR CO INC04,336+4,33603730.11%+373
HUNTINGTON BANCSHARES INC(HBAN)020,125+20,12502810.08%+281
VANGUARD INDEX FDS01,359+1,35904680.14%+468
FISERV INC(FISV)02,118+2,11803380.10%+338
SHELL PLC(SHEL)04,831+4,83103240.10%+324
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