Keudell/Morrison Wealth Management - Q12026 Holdings

Keudell/Morrison Wealth Management holds 245 stocks with a total portfolio value of $ 489.02M as of Q12026. In Q12026, Keudell/Morrison Wealth Management added 28 new positions, increased stakes in 101 stocks, reduced 95 holdings, and fully exited 15 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 9.60% of the total portfolio.