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Amanda Shine

@Keudell Morrison Wealth Management

Latest period2024 - Q3ReportedManaged Assets$368.383MTotal holdings219
Assets growth rate7.79%Assets growth rate (2-Q avg)5.62%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Keudell Morrison Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 219 positions.

Assets under management

The assets under management (AUM) of Keudell Morrison Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 368.383M in assets, with a quarterly growth rate of 7.79% and a 2-quarter average growth rate of 5.62%. The portfolio is managed by Amanda Shine, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FNDFSchwab Strategic Tr
Recent Activity
Increased 56.96%
6.06%
$22.32M
597,263 shares@ $37.38 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 15.42%
5.74%
$21.134M
250,014 shares@ $84.54 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.52%
5.6%
$20.607M
160,744 shares@ $128.2 avg price
AAPLApple Inc
Recent Activity
Increased 4.03%
4.45%
$16.391M
70,347 shares@ $233.01 avg price
HEQTSimplify Exchange Traded Fun
Recent Activity
Increased 2.69%
4.08%
$14.998M
519,326 shares@ $28.88 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 1.88%
1.28%
$4.708M
91,832 shares@ $51.28 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.86%
1.21%
$4.435M
5,006 shares@ $885.95 avg price
VDEVanguard World Fd
Recent Activity
Increased 7.57%
1.17%
$4.301M
35,117 shares@ $122.47 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.98%
1.14%
$4.183M
35,689 shares@ $117.23 avg price
XCEMColumbia Etf Tr Ii
Recent Activity
Increased 39.09%
1.05%
$3.847M
117,759 shares@ $32.68 avg price