Holdings
Keudell/Morrison Wealth Management
As of Sep 30, 2026, Keudell/Morrison Wealth Management reported 233 positions worth US$510M. Largest: Schwab US Dividend Equity ETF, TCW Flexible Income ETF and Vanguard Emerging Markets Government Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF | 1.61M | US$52.4M | new | Sep 30, 2026 |
| TCW Flexible Income ETF | 1.03M | US$38.9M | new | Sep 30, 2026 |
| Vanguard Emerging Markets Government Bond ETF | 386K | US$24.4M | new | Sep 30, 2026 |
| Apple Inc | 68,844 | US$22.9M | +1,886 | Sep 30, 2026 |
| Tortoise North American Pipeline ETF | 385K | US$15.3M | new | Sep 30, 2026 |
| Schwab Fundamental International Equity ETF | 270K | US$14.5M | new | Sep 30, 2026 |
| Franklin International Low Volatility High Dividend Index ETF (LVHI) | 342K | US$14.3M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 41,471 | US$14.2M | +1,256 | Sep 30, 2026 |
| State Street SPDR S&P Emerging Markets Dividend ETF | 327K | US$13.1M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Bond ETF | 159K | US$11.6M | new | Sep 30, 2026 |