Keudell/Morrison Wealth Management - Q32026 Holdings

Keudell/Morrison Wealth Management holds 253 stocks with a total portfolio value of $ 562.48M as of Q32026. In Q32026, Keudell/Morrison Wealth Management added 19 new positions, increased stakes in 91 stocks, reduced 101 holdings, and fully exited 20 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 9.32% of the total portfolio.