Fund HoldingsKeudell/Morrison Wealth Management

Total Portfolio Value
$328.07M
Total Bought
$6.24M
Total Sold
$23.50M
Net Transaction
-$17.26M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
COLUMBIA ETF TR II
EM CORE EX ETF
054,388+54,38801,4910.45%+1,491
NOVO-NORDISK A S(NVO)07,763+7,76307060.22%+706
VANGUARD WORLD FDS
ENERGY ETF
34,95233,947-1,0053,9464,3021.31%+357
EXXON MOBIL CORP34,20734,054-1533,6694,0041.22%+335
ALPHABET INC(GOOG)30,55130,401-1503,6964,0081.22%+313
ELI LILLY & CO(LLY)3,6633,744+811,7182,0110.61%+293
CHEVRON CORP NEW(CVX)14,45315,150+6972,2742,5550.78%+280
ABBVIE INC(ABBV)24,99824,474-5243,3683,6481.11%+280
AMGEN INC(AMGN)4,6944,887+1931,0421,3130.40%+271
ENTERGY CORP NEW(ETR)02,475+2,47502290.07%+229
APPLIED MATLS INC01,591+1,59102200.07%+220
T-MOBILE US INC(TMUS)01,461+1,46102050.06%+205
CATERPILLAR INC(CAT)5,9875,98701,4731,6340.50%+161
SCHWAB STRATEGIC TR20,95923,792+2,8331,5711,7300.53%+159
ALPHABET INC(GOOG)11,88311,817-661,4221,5460.47%+124
TOTALENERGIES SE(TTE)14,33714,133-2048269290.28%+103
UNITEDHEALTH GROUP INC(UNH)3,5173,539+221,6901,7840.54%+94
TRUIST FINL CORP(TFC)010,451+10,45102990.09%+299
NUSHARES ETF TR
NUVEEN ESG US
37,80043,175+5,3758319110.28%+80
SHELL PLC(SHEL)04,477+4,47702880.09%+288
COSTCO WHSL CORP NEW(COST)2,1702,192+221,1681,2390.38%+70
JPMORGAN CHASE & CO38,62038,532-888859520.29%+67
ASML HOLDING N V
N Y REGISTRY SHS
8121,113+3015886550.20%+67
VALERO ENERGY CORP(VLO)02,845+2,84504030.12%+403
UNION PAC CORP(UNP)02,183+2,18304450.14%+445
LYONDELLBASELL INDUSTRIES N
SHS - A -
04,485+4,48504250.13%+425
REGENERON PHARMACEUTICALS(REGN)0384+38403160.10%+316
ALTIMMUNE INC014,000+14,0000360.01%+36
BERKSHIRE HATHAWAY INC DEL4,5394,521-181,5481,5840.48%+36
GILEAD SCIENCES INC(GILD)7,0537,717+6645445780.18%+35
CROWDSTRIKE HLDGS INC(CRWD)01,605+1,60502690.08%+269
AUTOMATIC DATA PROCESSING IN01,637+1,63703940.12%+394
INDEXIQ ACTIVE ETF TR
MACK CORE BD ETF
017,185+17,18503440.10%+344
PIONEER NAT RES CO01,151+1,15102640.08%+264
VANGUARD WORLD FD04,633+4,63302750.08%+275
AIRBNB INC02,486+2,48603410.10%+341
ALPS ETF TR
ALERIAN MLP
05,732+5,73202420.07%+242
WALMART INC(WMT)4,4044,406+26927050.21%+12
INTEL CORP(INTC)25,86224,583-1,2798658740.27%+9
JPMORGAN CHASE & CO(JPM)11,83611,925+891,7211,7290.53%+8
ENTERPRISE PRODS PARTNERS L(EPD)013,470+13,47003690.11%+369
OMEGA HEALTHCARE INVS INC(OHI)09,926+9,92603290.10%+329
ADOBE INC(ADBE)2,8142,712-1021,3761,3830.42%+7
NVIDIA CORPORATION(NVDA)1,4911,462-296316360.19%+5
ONEOK INC NEW(OKE)05,530+5,53003510.11%+351
AUTODESK INC01,530+1,53003170.10%+317
ALPS ETF TR
ALERIAN ENERGY
010,750+10,75002380.07%+238
THERMO FISHER SCIENTIFIC INC(TMO)0727+72703680.11%+368
PIMCO STRATEGIC INCOME FD010,000+10,0000530.02%+53
VANGUARD WHITEHALL FDS06,685+6,68504140.13%+414
WRAP TECHNOLOGIES INC016,200+16,2000240.01%+24
NOVARTIS AG(NVS)03,142+3,14203200.10%+320
EATON CORP PLC(ETN)01,121+1,12102390.07%+239
VANGUARD INTL EQUITY INDEX F010,653+10,65304180.13%+418
COMCAST CORP NEW(CCZ)24,05922,465-1,5941,0009960.30%-4
SERVICENOW INC(NOW)0810+81004530.14%+453
WILLIAMS COS INC(WMB)013,991+13,99104710.14%+471
INVESCO MUNI INCOME OPP TRST018,395+18,39501070.03%+107
NXP SEMICONDUCTORS N V
COM
01,700+1,70003400.10%+340
PNC FINL SVCS GROUP INC(PNC)02,251+2,25102760.08%+276
FREEPORT-MCMORAN INC(FCX)07,569+7,56902820.09%+282
GARTNER INC(IT)01,002+1,00203440.10%+344
HUNTINGTON BANCSHARES INC(HBAN)020,181+20,18102100.06%+210
SANOFI(SNY)9,7479,542-2055255120.16%-14
ACCENTURE PLC IRELAND
SHS CLASS A
2,4592,426-337597450.23%-14
VANGUARD INDEX FDS01,319+1,31903590.11%+359
SPDR GOLD TR(GLD)02,170+2,17003720.11%+372
ASTRAZENECA PLC(AZN)04,294+4,29402910.09%+291
ISHARES TR03,000+3,00004070.12%+407
US BANCORP DEL(USB)84,81584,262-5532,8022,7860.85%-17
ISHARES TR
CORE MSCI EAFE
05,611+5,61103610.11%+361
KINDER MORGAN INC DEL(KMI)021,372+21,37203540.11%+354
ISHARES TR02,767+2,76702170.07%+217
LTC PPTYS INC(LTC)51,22752,038+8111,6921,6720.51%-20
UNILEVER PLC(UL)9,95910,103+1445194990.15%-20
VERTEX PHARMACEUTICALS INC(VRTX)01,050+1,05003650.11%+365
VANGUARD WORLD FDS
INF TECH ETF
0785+78503260.10%+326
MASTERCARD INCORPORATED(MA)0950+95003760.11%+376
VANECK ETF TRUST
SEMICONDUCTR ETF
03,295+3,29504780.15%+478
AMCOR PLC(AMCR)024,810+24,81002270.07%+227
ISHARES TR07,093+7,09302140.07%+214
ZOETIS INC(ZTS)01,308+1,30802280.07%+228
ADVANCED MICRO DEVICES INC(AMD)02,314+2,31402380.07%+238
META PLATFORMS INC(META)2,9762,763-2138548290.25%-25
FISERV INC(FISV)02,141+2,14102420.07%+242
MCDONALDS CORP(MCD)0905+90502380.07%+238
DISNEY WALT CO(DIS)03,072+3,07202490.08%+249
PROSHARES TR II012,488+12,48802910.09%+291
VANGUARD WHITEHALL FDS7,7107,71005795500.17%-29
WELLS FARGO CO NEW(WFC)16,41716,429+127016710.20%-29
CITIGROUP INC(C)06,019+6,01902480.08%+248
MEDTRONIC PLC(MDT)03,655+3,65502860.09%+286
BRITISH AMERN TOB PLC(BTI)013,915+13,91504370.13%+437
LAM RESEARCH CORP(LRCX)2,1922,19201,4091,3740.42%-35
SPDR SER TR
ST STR P500GRW
21,19521,19501,2931,2560.38%-37
KIMBERLY-CLARK CORP(KMB)03,898+3,89804710.14%+471
ISHARES TR8,4458,335-1106125740.18%-38
VANGUARD SPECIALIZED FUNDS9,3919,566+1751,5251,4860.45%-39
QUEST DIAGNOSTICS INC(DGX)02,175+2,17502650.08%+265
ELEVANCE HEALTH INC(ELV)5,2665,274+82,3402,2960.70%-43
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