Keudell/Morrison Wealth Management - Q22026 Holdings

Keudell/Morrison Wealth Management holds 254 stocks with a total portfolio value of $ 529.23M as of Q22026. In Q22026, Keudell/Morrison Wealth Management added 20 new positions, increased stakes in 102 stocks, reduced 93 holdings, and fully exited 11 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 10.13% of the total portfolio.