Fund HoldingsKeudell/Morrison Wealth Management

Total Portfolio Value
$368.38M
Total Bought
$33.16M
Total Sold
$18.61M
Net Transaction
+$14.55M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SCHWAB STRATEGIC TR380,536597,263+216,72713,33022,3206.06%+8,990
SCHWAB STRATEGIC TR216,615250,014+33,39916,84421,1345.74%+4,290
APPLE INC(AAPL)67,62270,347+2,72514,24316,3914.45%+2,148
VANGUARD WHITEHALL FDS0160,744+160,744020,6075.59%+20,607
WORLD GOLD TR(GLDM)0241,598+241,598012,5943.42%+12,594
COLUMBIA ETF TR II
EM CORE EX ETF
84,664117,759+33,0952,7023,8471.04%+1,145
SIMPLIFY EXCHANGE TRADED FUN
HEDGED EQUITY
505,746519,326+13,58013,99414,9984.07%+1,004
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
70,65487,882+17,2282,0432,6270.71%+583
HOME DEPOT INC(HD)09,306+9,30603,7711.02%+3,771
NEW YORK LIFE INVTS ACTIVE E
MACK CORE BD ETF
025,670+25,67005580.15%+558
MANAGED PORTFOLIO SERIES407,336391,844-15,49211,74312,2963.34%+553
VANGUARD WHITEHALL FDS0191,105+191,105012,6843.44%+12,684
US BANCORP DEL(USB)069,949+69,94903,1990.87%+3,199
SCHWAB STRATEGIC TR29,58533,018+3,4332,9833,4400.93%+456
ORACLE CORP(ORCL)10,60211,328+7261,4971,9300.52%+433
ABBVIE INC(ABBV)021,509+21,50904,2481.15%+4,248
AT&T INC(T)83,90291,433+7,5311,6032,0120.55%+408
DIAGEO PLC(DEO)02,653+2,65303720.10%+372
PROLOGIS INC.(PLD)02,833+2,83303580.10%+358
CATERPILLAR INC(CAT)05,972+5,97202,3360.63%+2,336
NIKE INC(NKE)027,064+27,06402,3920.65%+2,392
BRISTOL-MYERS SQUIBB CO(BMY)022,703+22,70301,1750.32%+1,175
SPDR SER TR
ST STR SP600 SML
06,134+6,13402790.08%+279
JOHNSON & JOHNSON(JNJ)09,211+9,21101,4930.41%+1,493
PAYPAL HLDGS INC(PYPL)03,428+3,42802670.07%+267
RTX CORPORATION(RTX)16,74116,070-6711,6811,9470.53%+266
ALEXANDRIA REAL ESTATE EQ IN02,228+2,22802650.07%+265
COLUMBIA ETF TR I
US EQUI INCO ETF
05,515+5,51502610.07%+261
3M CO(MMM)01,900+1,90002600.07%+260
INTERNATIONAL BUSINESS MACHS(IBM)05,218+5,21801,1540.31%+1,154
MORGAN STANLEY(MS)02,385+2,38502490.07%+249
WORKDAY INC(WDAY)0987+98702410.07%+241
BERKSHIRE HATHAWAY INC DEL4,7794,745-341,9442,1840.59%+240
PHILIP MORRIS INTL INC(PM)21,75220,103-1,6492,2042,4410.66%+236
COLUMBIA BKG SYS INC(COLB)08,939+8,93902330.06%+233
CONSTELLATION ENERGY CORP(CEG)0887+88702310.06%+231
VANGUARD WORLD FD02,230+2,23002270.06%+227
SHERWIN WILLIAMS CO(SHW)0586+58602240.06%+224
META PLATFORMS INC(META)3,2553,256+11,6411,8640.51%+223
LOWES COS INC(LOW)0820+82002220.06%+222
VISA INC(V)012,013+12,01303,3030.90%+3,303
SCHWAB STRATEGIC TR02,600+2,60002090.06%+209
MCDONALDS CORP(MCD)0685+68502090.06%+209
CRH PLC
ORD
02,230+2,23002070.06%+207
ARGENX SE(ARGX)0381+38102070.06%+207
PEMBINA PIPELINE CORP(PBA)04,951+4,95102040.06%+204
PALANTIR TECHNOLOGIES INC(PLTR)05,475+5,47502040.06%+204
MSCI INC(MSCI)0349+34902030.06%+203
LOCKHEED MARTIN CORP(LMT)1,7391,735-48121,0140.28%+202
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,827+1,82702000.05%+200
UNITEDHEALTH GROUP INC(UNH)02,823+2,82301,6510.45%+1,651
VANGUARD INTL EQUITY INDEX F18,02120,508+2,4877899810.27%+193
STARBUCKS CORP(SBUX)09,497+9,49709260.25%+926
CANADIAN IMPERIAL BK COMM(CM)012,668+12,66807770.21%+777
PEPSICO INC(PEP)03,884+3,88406600.18%+660
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
091,832+91,83204,7081.28%+4,708
VANGUARD SPECIALIZED FUNDS08,755+8,75501,7340.47%+1,734
REALTY INCOME CORP(O)11,52611,954+4286097580.21%+149
VERIZON COMMUNICATIONS INC(VZ)046,880+46,88002,1050.57%+2,105
ISHARES TR
CORE DIV GRWTH
027,014+27,01401,6940.46%+1,694
VANGUARD WORLD FD
ENERGY ETF
035,117+35,11704,3011.17%+4,301
ALTRIA GROUP INC(MO)27,29126,866-4251,2431,3710.37%+128
GILEAD SCIENCES INC(GILD)08,757+8,75707340.20%+734
EXXON MOBIL CORP35,34435,689+3454,0694,1831.14%+115
ACCENTURE PLC IRELAND
SHS CLASS A
02,607+2,60709220.25%+922
ISHARES TR08,145+8,14501,1000.30%+1,100
ENBRIDGE INC(ENB)19,96520,242+2777118220.22%+111
ISHARES TR09,968+9,96803310.09%+331
WALGREENS BOOTS ALLIANCE INC011,929+11,92901070.03%+107
CROWN CASTLE INC(CCI)05,292+5,29206280.17%+628
NATIONAL GRID PLC(NGG)07,813+7,81305440.15%+544
SHOPIFY INC(SHOP)3,5084,110+6022323290.09%+98
TC ENERGY CORP(TRP)09,743+9,74304630.13%+463
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,6161,981+3652653550.10%+89
INVESCO QQQ TR5,8565,931+752,8062,8950.79%+89
SANOFI(SNY)13,26212,711-5516437330.20%+89
WEYERHAEUSER CO MTN BE(WY)016,375+16,37505540.15%+554
COCA COLA CO(KO)010,644+10,64407650.21%+765
WALMART INC(WMT)12,50811,487-1,0218479280.25%+81
COSTCO WHSL CORP NEW(COST)2,2362,234-21,9011,9810.54%+80
JPMORGAN CHASE & CO.(JPM)010,645+10,64502,2450.61%+2,245
PAYCOM SOFTWARE INC(PAYC)01,939+1,93903230.09%+323
AMERICAN EXPRESS CO(AXP)01,927+1,92705230.14%+523
THERMO FISHER SCIENTIFIC INC(TMO)1,1261,127+16236970.19%+74
ISHARES TR03,399+3,39909650.26%+965
ISHARES TR010,090+10,09008440.23%+844
ISHARES TR02,767+2,76703520.10%+352
ELI LILLY & CO(LLY)4,8205,006+1864,3644,4351.20%+71
SPDR SER TR
ST STR P500GRW
21,56621,678+1121,7281,7980.49%+70
LTC PPTYS INC(LTC)037,847+37,84701,3890.38%+1,389
XCEL ENERGY INC(XEL)5,7195,71903053730.10%+68
ISHARES TR
CORE MSCI EAFE
6,2896,723+4344575250.14%+68
T-MOBILE US INC(TMUS)01,418+1,41802930.08%+293
ENTERPRISE PRODS PARTNERS L(EPD)013,809+13,80904020.11%+402
PPL CORP(PPL)11,68711,747+603233890.11%+65
GARTNER INC(IT)01,112+1,11205640.15%+564
PNC FINL SVCS GROUP INC(PNC)02,200+2,20004070.11%+407
SPDR GOLD TR(GLD)2,2202,22004775400.15%+62
MASTERCARD INCORPORATED(MA)01,176+1,17605810.16%+581
OMEGA HEALTHCARE INVS INC(OHI)9,9269,825-1013404000.11%+60
Page 1 of 1