Keudell/Morrison Wealth Management
•CIK: 1785498•Filing: Q4 2025
**Keudell/Morrison Wealth Management** manages $476M across a diversified portfolio of 232 positions. The strategy shows significant allocations to established dividend and growth names, highlighted by top holdings including FLXR at $46.9M and SCHD at $43.8M. Further concentration is visible in core holdings such as VWOB ($19.8M), FNDF ($19.6M), and AAPL ($17.8M). This positioning suggests a focus on quality income generation alongside technology exposure.
Total AUM
$475.8M
QoQ Performance
N/A
Positions
199
Top 10 Concentration
46.2%
Latest Filing
Q4 2025
Top Holdings Allocation
FLXR
SCHD
FLXR9.9%
SCHD9.2%
VWOB4.2%
FNDF4.1%
DFAC3.8%
AAPL3.7%
HEQT3.5%
DEXC2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.6%
Technology13.6%
Healthcare4.3%
Consumer3.9%
Financial3.0%
Industrial2.2%
Energy1.1%
Consumer Staples0.7%
🚪 Exited Positionssold since Q2 2025
+36 more exited positions
Changes from Q2 2025
NEW13 new positions
↑92 increased
↓82 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023