Keudell/Morrison Wealth Management 13F Filings

Keudell/Morrison Wealth Management 13F Filings

2 weeks from now

Keudell/Morrison Wealth Management reported 219 holdings with total value $368 M as of Q3 2024. Top holdings included FNDF, SCHD, VYM, BIV, and AAPL ... Top Holdings Form Type Date Filed Filing ID; Q3 2024: 219: 368,383: FNDF, SCHD, VYM, BIV 13F-HR 10/31/2024: …

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KEUDELL/MORRISON WEALTH MANAGEMENT Top 13F Holdings

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Keudell/morrison Wealth Management is a large advisory firm with 752 clients and discretionary assets under management (AUM) of $723,962,664 (Form ADV from 2024-10-28). Their last …

whalewisdom.com

Keudell/morrison Wealth Management 13F Filings

2 weeks from now

Keudell/morrison Wealth Management reported 219 holdings with total value $368.38M as of Q3 2024. Top holdings included FNDF, SCHD, VYM, BIV ... Institutional; Politicians Trades; …

sensamarket.com

$368Million Keudell/Morrison Wealth Management Q3 2024 13F …

2 weeks from now

Keudell/Morrison Wealth Management reported 219 stock holdings with total value $368M as of Q3 2024. Top holdings included FNDF, SCHD, VYM, BIV, and AAPL. Open main menu. …

portfoliosavvy.com

Keudell/Morrison Wealth Management Q1 2022 13F Top Portfolio …

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Keudell/Morrison Wealth Management reported 175 holdings with total value $239 M as of Q1 2022. Top holdings included DFAC, BIV, AAPL, MSFT, and AMZN. Keudell/Morrison Wealth …

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Keudell/Morrison Wealth Management Q3 2021 13F Top Portfolio …

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Keudell/Morrison Wealth Management reported 179 holdings with total value $233 M as of Q3 2021. Top holdings included DFAU, VDE, AAPL, MSFT, and USB. Keudell/Morrison Wealth …

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NJ's Wealthiest Counties Include Morris, Bergen, Hunterdon, More

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Nov 29, 2024  · Close behind, at 36th, Somerset County tells a similar story. Despite edging Morris in median income at $131,948, it has lower investment income ($80,534) and slightly more …

northjersey.com

Keudell/Morrison Wealth Management Q3 2020 13F Top Portfolio …

2 weeks from now

Keudell/Morrison Wealth Management reported 148 holdings with total value $156 M as of Q3 2020. Top holdings included BIV, AAPL, MSFT, VNQ, and XME. Keudell/Morrison Wealth …

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Keudell/Morrison Wealth Management Q1 2020 13F Top Portfolio …

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Keudell/Morrison Wealth Management reported 136 holdings with total value $102 M as of Q1 2020. Top holdings included AAPL, MSFT, T, VZ, and USB. Keudell/Morrison Wealth …

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