Long-term investor
Keudell/Morrison Wealth Management @keudellmorrisonwealthman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001785498).
Record
- Tracked since 2025-03-31 (567 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +1.1% · 1 year +0.1% · all +0.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524797 · 9.3% · long · since 2025-06-30
- 29287L700 · 6.9% · long · since 2025-12-31
- 25434V708 · 5.4% · long · since 2025-06-30
- 921946885 · 4.3% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- 890930308 · 2.7% · long · since 2025-06-30
- 808524755 · 2.6% · long · since 2025-06-30
- 52468L505 · 2.5% · long · since 2025-12-31
- 78463X533 · 2.3% · long · since 2026-03-31
- 921937819 · 2.1% · long · since 2025-06-30
- 921946406 · 2.0% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30