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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
BIVVanguard Bd Index Fds
Recent Activity
Decreased -12.88%
4.87%
$17.916M
228,605 shares@ $78.37 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
DFACDimensional Etf Trust
Recent Activity
Decreased -15.02%
3.84%
$14.125M
411,927 shares@ $34.3 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Decreased -1.41%
3.45%
$12.684M
191,105 shares@ $66.38 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -0.01%
3.42%
$12.594M
241,598 shares@ $52.13 avg price
TPYPManaged Portfolio Series
Recent Activity
Decreased -3.8%
3.34%
$12.296M
391,844 shares@ $31.38 avg price