Keudell/Morrison Wealth Management Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$450.7B

Holdings

228

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (228 positions)

#StockSharesValue% PortfolioType
201
TJXTJX COS INC NEW
1,855$229.1M0.05%
202
FLSFLOWSERVE CORP
4,338$227.1M0.05%
203
DWDMORGAN STANLEY
1,606$226.2M0.05%
204
AMCRAMCOR PLC
24,445$224.7M0.05%
205
ETNEATON CORP PLC
627$223.8M0.05%
206
MDYSPDR S&P MIDCAP 400 ETF TR
394$223.2M0.05%
207
UPSTUPSTART HLDGS INC
3,450$223.1M0.05%
208
MFCMANULIFE FINL CORP
6,851$218.9M0.05%
209
MUMICRON TECHNOLOGY INC
1,766$217.7M0.05%
210
MCKMCKESSON CORP
297$217.6M0.05%
211
SCHVSCHWAB STRATEGIC TR
7,802$215.9M0.05%
212
IWMISHARES TR
999$215.6M0.05%
213
IDXXIDEXX LABS INC
388$208.1M0.05%
214
KVUEKENVUE INC
9,901$207.2M0.05%
215
VTWOVANGUARD SCOTTSDALE FDS
2,358$205.7M0.05%
216
ADSKAUTODESK INC
660$204.3M0.05%
217
TELTE CONNECTIVITY PLC
1,210$204.1M0.05%
218
COFCAPITAL ONE FINL CORP
958$203.8M0.05%
219
EQINCOLUMBIA ETF TR I
4,525$203.8M0.05%
220
APPAPPLOVIN CORP
581$203.4M0.05%
221
EQTEQT CORP
3,457$201.6M0.04%
222
MSCIMSCI INC
348$200.7M0.04%
223
ITWILLINOIS TOOL WKS INC
810$200.3M0.04%
224
PCTPURECYCLE TECHNOLOGIES INC
11,071$151.7M0.03%
225
FFORD MTR CO
12,709$137.9M0.03%
226
RCSPIMCO STRATEGIC INCOME FD
10,000$69.6M0.02%
227
ALTALTIMMUNE INC
16,360$63.3M0.01%
228
RIGTRANSOCEAN LTD
15,000$38.9M0.01%
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