Keudell has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $330 Million distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $27.5M, Vanguard Whitehall Fds (Vangua with a value of $19.3M, Dimensional ETF Tr U S Core Eq with a value of $14.7M, Schwab Strategic Tr Us Dividen with a value of $14M, and Vanguard Emerging Mkts Govt Bd with a value of $12.4M.

Examining the 13F form we can see an increase of $27.2M in the current position value, from $303M to 330M.

Below you can find more details about Keudell portfolio as well as his latest detailed transactions.

Portfolio value $330 Million
ETFs: $159 Million
Technology: $44.4 Million
Healthcare: $25.9 Million
Financial Services: $18 Million
Consumer Cyclical: $15.8 Million
Communication Services: $15.6 Million
Energy: $11 Million
Consumer Defensive: $10.1 Million
Other: $18.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 204
  • Current Value $330 Million
  • Prior Value $303 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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