Keudell/Morrison Wealth Management
Q1 2025 13F Holdings
- Locationsalem, OR
- Num holdings
218
- Value ($000)
$424,015
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001785498
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FLBL FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 | $36.54M | 9 % | 1,518,039 | ||
FLTR VANECK ETF TRUST | IG FLOATING RATE | 92189F486 | $30.39M | 7 % | 1,189,488 | ||
HEQT SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 | $23.99M | 6 % | 839,669 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $23.85M | 6 % | 853,043 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $22.59M | 5 % | 625,116 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $20.03M | 5 % | 155,286 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $15.98M | 4 % | 258,252 | ||
AAPL APPLE INC | COM | 037833100 | $15.48M | 4 % | 69,687 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $12.70M | 3 % | 197,792 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $11.46M | 3 % | 347,526 |
Rows Per Page
10
- 10
- 50
- 100