Keudell/Morrison Wealth Management

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Salem, OR
CIK
0001785498
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 206 341,788 BIV, VYM, SCHD, DFAC 13F-HR 7/16/2024 000178549824000003
Q1 2024 204 330,376 BIV, VYM, DFAC, SCHD 13F-HR 5/7/2024 000178549824000002
Q4 2023 191 303,080 BIV, VYM, DFAC, AAPL 13F-HR 2/14/2024 000178549824000001
Q3 2023 179 328,072 BND, BIV, VYM, GLDM 13F-HR 10/18/2023 000178549823000004
Q2 2023 186 346,969 BND, BIV, VYM, DFAC 13F-HR 7/20/2023 000178549823000003
Q1 2023 183 339,502 BND, BIV, VYM, DFAC 13F-HR 4/18/2023 000178549823000002
Q4 2022 184 311,638 BND, SPAB, VYM, DFAC 13F-HR 1/20/2023 000178549823000001
Q3 2022 174 267,264 DFAC, VYM, BIV, GLDM 13F-HR 10/12/2022 000178549822000004
Q2 2022 171 275,239 DFAC, BIV, VYM, DFIC 13F-HR 7/18/2022 000178549822000003
Q1 2022 175 239,158 DFAC, BIV, AAPL, MSFT 13F-HR 4/18/2022 000178549822000002
Q4 2021 188 253,273 DFAC, AAPL, VUG, VDE 13F-HR 2/8/2022 000178549822000001
Q3 2021 179 233,243 DFAU, VDE, AAPL, MSFT RESTATEMENT 12/8/2021 000178549821000005
Q2 2021 167 182,660 AAPL, VDE, MSFT, XME 13F-HR 7/13/2021 000178549821000003
Q1 2021 168 172,335 AAPL, VDE, XME, MSFT 13F-HR 4/13/2021 000178549821000002
Q4 2020 156 157,524 AAPL, VDE, XME, MSFT 13F-HR 2/12/2021 000178549821000001
Q3 2020 148 155,596 BIV, AAPL, MSFT, VNQ 13F-HR 10/20/2020 000178549820000005
Q2 2020 141 120,910 AAPL, MSFT, T, USB 13F-HR 7/14/2020 000178549820000003
Q1 2020 136 102,229 AAPL, MSFT, T, VZ 13F-HR 4/20/2020 000178549820000002
Q4 2019 154 144,612 SPSB, AAPL, T, USB 13F-HR 1/29/2020 000178549820000001
Q3 2019 151 121,195 AAPL, T, USB, XOM 13F-HR 11/13/2019 000178549819000001
Q2 2019 142 114,188 AAPL, USB, T, XOM RESTATEMENT 8/23/2019 000142050619000892
Q1 2019 139 113,671 AAPL, XOM, USB, T 13F-HR 8/21/2019 000142050619000888
Additional filings from Keudell/Morrison Wealth Management that have since been restated