Keudell Incresed Positions in Q4 2024

Keudell

  • $372 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
36
+ 0.05%
$221.69 - $259.02 $7.98K - $9.32K
70.4K $17.6M
AMZN
Amazon Com Inc

Consumer Cyclical
51
+ 0.17%
$180.88 - $232.93 $9.22K - $11.9K
30.9K $6.77M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
552K
+ 220.68%
$26.93 - $84.95 $14.9M - $46.9M
802K $21.9M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
7.26K
+ 3.8%
N/A
198K $12.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
106K
+ 319.9%
$25.93 - $105.3 $2.74M - $11.1M
139K $3.86M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.05K
+ 9.85%
$50.02 - $51.24 $453K - $464K
101K $5.06M
GOOGL
Alphabet Inc.

Communication Services
149
+ 1.2%
$161.86 - $196.66 $24.1K - $29.3K
12.6K $2.39M
SPYG
Spdr Portfolio

ETFs
1.76K
+ 8.1%
$81.74 - $91.38 $144K - $161K
23.4K $2.06M
PLTR
Palantir Technologies Inc.

Technology
53
+ 0.97%
$36.46 - $82.38 $1.93K - $4.37K
5.53K $418K
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.2%
$481.22 - $538.17 $5.77K - $6.46K
5.94K $3.04M
BA
Boeing CO

Industrials
225
+ 5.94%
$138.14 - $180.72 $31.1K - $40.7K
4.01K $710K
CSCO
Cisco Systems, Inc.

Technology
154
+ 0.9%
$52.45 - $60.02 $8.08K - $9.24K
17.3K $1.02M
ARGX
Argenx Se

Healthcare
126
+ 33.07%
$520.52 - $638.33 $65.6K - $80.4K
507 $311K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.68K
+ 1.91%
$29.73 - $30.81 $49.8K - $51.6K
89.6K $2.73M
META
Meta Platforms, Inc.

Communication Services
43
+ 1.32%
$554.08 - $632.68 $23.8K - $27.2K
3.3K $1.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
411
+ 20.75%
$174.22 - $187.62 $71.6K - $77.1K
2.39K $419K
HON
Honeywell International Inc

Industrials
140
+ 8.0%
$202.84 - $236.0 $28.4K - $33K
1.89K $426K
VUG
Vanguard Growth ETF

ETFs
64
+ 4.54%
$378.79 - $428.11 $24.2K - $27.4K
1.47K $604K
TTE
Total Energies Se

Energy
889
+ 8.43%
N/A
11.4K $784K
SPY
Spdr S&P 500 ETF Trust

ETFs
82
+ 9.32%
$567.81 - $607.81 $46.6K - $49.8K
962 $563K
JNJ
Johnson & Johnson

Healthcare
1.49K
+ 16.22%
$143.34 - $165.86 $214K - $248K
10.7K $1.55M
EPD
Enterprise Products Partners L.P.

Energy
693
+ 5.02%
$28.66 - $34.43 $19.9K - $23.9K
14.5K $454K
C
Citigroup Inc

Financial Services
209
+ 4.91%
$61.31 - $72.5 $12.8K - $15.2K
4.46K $314K
ENB
Enbridge Inc

Energy
168
+ 0.83%
$40.4 - $43.92 $6.79K - $7.38K
20.4K $865K
BAC
Bank Of America Corp

Financial Services
223
+ 2.76%
$39.22 - $47.77 $8.75K - $10.7K
8.29K $364K
PEP
Pepsico Inc

Consumer Defensive
712
+ 18.33%
$151.29 - $176.1 $108K - $125K
4.6K $698K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2
+ 0.06%
$77.25 - $91.3 $155 - $183
3.43K $292K
DEO
Diageo PLC

Consumer Defensive
463
+ 17.45%
$118.0 - $139.88 $54.6K - $64.8K
3.12K $396K
TJX
Tjx Companies Inc

Consumer Cyclical
130
+ 7.11%
$112.15 - $127.2 $14.6K - $16.5K
1.96K $236K
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 96.78%
$181.96 - $405.9 $197K - $440K
2.2K $400K
VIG
Vanguard Dividend Appreciation

ETFs
95
+ 1.09%
N/A
8.85K $1.61M
WDAY
Workday, Inc.

Technology
2
+ 0.2%
$233.85 - $279.91 $468 - $560
989 $255K
GLD
Spdr Gold Trust

ETFs
58
+ 2.61%
$236.59 - $257.5 $13.7K - $14.9K
2.28K $551K
POR
Portland General Electric CO

Utilities
1.41K
+ 11.83%
$43.52 - $48.99 $61.3K - $69K
13.3K $580K
MFC
Manulife Financial Corp

Financial Services
9
+ 0.11%
$29.21 - $32.87 $263 - $296
8.3K $254K
TXN
Texas Instruments Inc

Technology
37
+ 0.96%
N/A
3.89K $756K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2
+ 0.09%
$100.18 - $109.1 $200 - $218
2.23K $234K
JUPW
Jupiter Wellness, Inc.

Healthcare
970
+ 9.7%
N/A
11K $32K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
148
+ 2.41%
$44.33 - $49.55 $6.56K - $7.33K
6.28K $282K
UNP
Union Pacific Corp

Industrials
162
+ 8.66%
$223.15 - $249.32 $36.2K - $40.4K
2.03K $463K
Columbia ETF Tr I
175
+ 3.17%
N/A
5.69K $0
ESGB
Indexiq Active ETF Tr Iq Macka
1.15K
+ 4.46%
$20.81 - $21.72 $23.8K - $24.9K
26.8K $558K
TGT
Target Corp

Consumer Defensive
211
+ 13.71%
$121.59 - $160.69 $25.7K - $33.9K
1.75K $236K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.2K
+ 200.0%
$25.79 - $80.4 $134K - $418K
7.8K $203K
IBM
International Business Machines Corp

Technology
3
+ 0.06%
$204.9 - $238.04 $615 - $714
5.22K $1.15M
O
Realty Income Corp

Real Estate
2.12K
+ 17.73%
$51.76 - $64.71 $110K - $137K
14.1K $751K
URA
Global X Uranium ETF

ETFs
386
+ 3.97%
$26.78 - $33.46 $10.3K - $12.9K
10.1K $270K
TRP
Tc Energy Corp

Energy
22
+ 0.23%
$44.03 - $50.23 $969 - $1.11K
9.77K $454K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
165
+ 42.97%
$701.85 - $1046.91 $116K - $173K
549 $391K
Activity Summary
Buys All Purchases 104 New Holdings 20 Increased Positions 84 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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