Keudell Incresed Positions in Q3 2024

Keudell

  • $366 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
217K
+ 56.95%
$33.67 - $37.71 $7.3M - $8.17M
597K $22.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.4K
+ 15.42%
$77.02 - $85.06 $2.57M - $2.84M
250K $21.1M
AAPL
Apple Inc.

Technology
2.73K
+ 4.03%
$207.23 - $234.82 $565K - $640K
70.3K $16.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
818
+ 0.51%
$117.9 - $128.2 $96.4K - $105K
161K $20.6M
XCEM
Columbia ETF Tr Ii

ETFs
33.1K
+ 39.09%
$30.17 - $33.79 $998K - $1.12M
118K $3.85M
HEQT
Simplify Exchange Traded Fds H
13.6K
+ 2.69%
$26.73 - $28.88 $363K - $392K
519K $15M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17.2K
+ 24.38%
$28.1 - $29.89 $484K - $515K
87.9K $2.63M
USB
Us Bancorp \De\

Financial Services
1.15K
+ 1.68%
$39.04 - $47.23 $45K - $54.5K
69.9K $3.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.43K
+ 11.6%
$92.63 - $105.69 $318K - $363K
33K $3.44M
ORCL
Oracle Corp

Technology
726
+ 6.85%
$125.9 - $170.35 $91.4K - $124K
11.3K $1.93M
BMY
Bristol Myers Squibb CO

Healthcare
1.46K
+ 6.86%
$39.66 - $51.75 $57.8K - $75.5K
22.7K $1.17M
JNJ
Johnson & Johnson

Healthcare
901
+ 10.84%
$145.48 - $167.38 $131K - $151K
9.21K $1.49M
IBM
International Business Machines Corp

Technology
27
+ 0.52%
$175.1 - $223.38 $4.73K - $6.03K
5.22K $1.15M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.03%
$453.41 - $572.44 $453 - $572
3.26K $1.86M
V
Visa Inc.

Financial Services
243
+ 2.06%
$253.74 - $291.56 $61.7K - $70.8K
12K $3.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.49K
+ 13.8%
$41.9 - $48.26 $104K - $120K
20.5K $981K
SBUX
Starbucks Corp

Consumer Cyclical
61
+ 0.65%
$72.51 - $98.6 $4.42K - $6.01K
9.5K $925K
PEP
Pepsico Inc

Consumer Defensive
913
+ 30.73%
$161.9 - $179.3 $148K - $164K
3.88K $660K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.69K
+ 1.88%
$50.15 - $51.27 $85K - $86.9K
91.8K $4.71M
O
Realty Income Corp

Real Estate
428
+ 3.71%
$52.36 - $63.42 $22.4K - $27.1K
12K $758K
VDE
Vanguard Energy ETF

ETFs
2.47K
+ 7.57%
$117.44 - $131.06 $290K - $324K
35.1K $4.3M
XOM
Exxon Mobil Corp

Energy
345
+ 0.98%
$109.72 - $119.0 $37.9K - $41.1K
35.7K $4.18M
ENB
Enbridge Inc

Energy
277
+ 1.39%
$35.27 - $41.18 $9.77K - $11.4K
20.2K $821K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.88K
+ 40.53%
$31.18 - $33.5 $89.6K - $96.3K
9.97K $331K
NGG
National Grid PLC

Utilities
25
+ 0.32%
$57.14 - $70.48 $1.43K - $1.76K
7.81K $544K
SHOP
Shopify Inc.

Technology
602
+ 17.16%
$52.26 - $80.75 $31.5K - $48.6K
4.11K $329K
TRP
Tc Energy Corp

Energy
60
+ 0.62%
$37.48 - $47.9 $2.25K - $2.87K
9.74K $463K
RSP
Invesco S&P 500 Equal Weight E

ETFs
365
+ 22.59%
$162.83 - $179.16 $59.4K - $65.4K
1.98K $354K
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 1.28%
$434.77 - $502.96 $32.6K - $37.7K
5.93K $2.89M
PAYC
Paycom Software, Inc.

Technology
227
+ 13.26%
$140.16 - $173.86 $31.8K - $39.5K
1.94K $323K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.09%
$531.86 - $624.21 $532 - $624
1.13K $697K
EFA
Ishares Tr Msci Eafe ETF

ETFs
240
+ 2.44%
$75.32 - $84.37 $18.1K - $20.2K
10.1K $843K
LLY
Eli Lilly & CO

Healthcare
186
+ 3.86%
$772.14 - $960.02 $144K - $179K
5.01K $4.44M
SPYG
Spdr Portfolio

ETFs
112
+ 0.52%
$73.38 - $84.1 $8.22K - $9.42K
21.7K $1.8M
IEFA
Ishares Tr

ETFs
434
+ 6.9%
$70.09 - $78.74 $30.4K - $34.2K
6.72K $524K
TMUS
T Mobile Us, Inc.

Communication Services
136
+ 10.61%
$175.14 - $206.36 $23.8K - $28.1K
1.42K $292K
EPD
Enterprise Products Partners L.P.

Energy
2.22K
+ 19.14%
$27.88 - $30.0 $61.8K - $66.5K
13.8K $401K
PPL
Ppl Corp

Utilities
60
+ 0.51%
$27.36 - $33.08 $1.64K - $1.98K
11.7K $388K
BND
Vanguard Bd Index Fd Inc Total

ETFs
475
+ 6.18%
$71.45 - $75.64 $33.9K - $35.9K
8.17K $613K
VKTX
Viking Therapeutics, Inc.

Healthcare
241
+ 5.93%
$49.84 - $70.47 $12K - $17K
4.31K $272K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
277
+ 4.08%
$66.31 - $74.08 $18.4K - $20.5K
7.07K $519K
ZTS
Zoetis Inc.

Healthcare
86
+ 5.77%
$172.58 - $196.48 $14.8K - $16.9K
1.58K $307K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.03%
$62.5 - $75.15 $62.5 - $75.2
3.98K $293K
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 2.92%
$517.38 - $573.86 $12.9K - $14.3K
880 $504K
PFE
Pfizer Inc

Healthcare
581
+ 3.19%
$27.7 - $31.39 $16.1K - $18.2K
18.8K $543K
HBAN
Huntington Bancshares Inc

Financial Services
145
+ 0.74%
$12.84 - $15.15 $1.86K - $2.2K
19.9K $291K
LYB
Lyondell Basell Industries N.V.

Basic Materials
285
+ 5.27%
$92.56 - $99.46 $26.4K - $28.3K
5.7K $546K
VUG
Vanguard Growth ETF

ETFs
35
+ 2.55%
$341.08 - $391.94 $11.9K - $13.7K
1.41K $540K
HON
Honeywell International Inc

Industrials
180
+ 11.47%
$196.73 - $220.21 $35.4K - $39.6K
1.75K $361K
Activity Summary
Buys All Purchases 90 New Holdings 24 Increased Positions 66 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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