| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 22 | Q2 2024 | 6.0% |
| MICROSOFT CORP | 22 | Q2 2024 | 3.6% |
| US BANCORP DEL | 22 | Q2 2024 | 3.2% |
| ALPHABET INC | 22 | Q2 2024 | 2.4% |
| AMAZON COM INC | 22 | Q2 2024 | 2.7% |
| AT&T INC | 22 | Q2 2024 | 3.3% |
| ABBVIE INC | 22 | Q2 2024 | 2.3% |
| NIKE INC | 22 | Q2 2024 | 2.2% |
| EXXON MOBIL CORP | 22 | Q2 2024 | 3.0% |
| VERIZON COMMUNICATIONS INC | 22 | Q2 2024 | 2.5% |
View Keudell/Morrison Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-18 |
View Keudell/Morrison Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.