Keudell Incresed Positions in Q4 2024

Keudell

  • $372 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCEB
Vanguard World Fd Esg U S Corp

ETFs
10
+ 0.21%
$61.87 - $64.86 $619 - $649
4.75K $294K
MMM
3 M CO

Industrials
13
+ 0.68%
$124.74 - $137.12 $1.62K - $1.78K
1.91K $246K
UBER
Uber Technologies, Inc

Technology
517
+ 15.33%
$59.93 - $86.34 $31K - $44.6K
3.89K $234K
ORCL
Oracle Corp

Technology
104
+ 0.92%
$165.41 - $192.43 $17.2K - $20K
11.4K $1.91M
UL
Unilever PLC

Consumer Defensive
122
+ 3.33%
$56.7 - $64.64 $6.92K - $7.89K
3.79K $214K
SBUX
Starbucks Corp

Consumer Cyclical
370
+ 3.9%
$87.44 - $102.5 $32.4K - $37.9K
9.87K $899K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
194
+ 8.71%
$97.29 - $122.68 $18.9K - $23.8K
2.42K $236K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.06%
$442.29 - $483.08 $1.33K - $1.45K
4.75K $2.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
108
+ 1.53%
$67.29 - $73.38 $7.27K - $7.93K
7.18K $487K
DUK
Duke Energy Corp

Utilities
187
+ 2.66%
$105.76 - $120.76 $19.8K - $22.6K
7.23K $778K
VLO
Valero Energy Corp

Energy
49
+ 1.41%
$118.59 - $144.02 $5.81K - $7.06K
3.51K $430K
AMCR
Amcor PLC

Consumer Cyclical
153
+ 0.7%
$9.34 - $11.37 $1.43K - $1.74K
22.1K $207K
NVS
Novartis Ag

Healthcare
7
+ 0.26%
$96.78 - $117.18 $677 - $820
2.72K $265K
EFA
Ishares Tr Msci Eafe ETF

ETFs
437
+ 4.33%
$75.1 - $82.99 $32.8K - $36.3K
10.5K $795K
IEFA
Ishares Tr

ETFs
50
+ 0.74%
$70.06 - $77.43 $3.5K - $3.87K
6.77K $476K
AZN
Astrazeneca PLC

Healthcare
111
+ 2.42%
$63.2 - $79.58 $7.02K - $8.83K
4.71K $308K
WY
Weyerhaeuser CO

Real Estate
983
+ 6.0%
$27.21 - $33.7 $26.7K - $33.1K
17.4K $488K
CCI
Crown Castle International Corp

Real Estate
836
+ 15.8%
$89.78 - $119.11 $75.1K - $99.6K
6.13K $556K
MSFT
Microsoft Corp

Technology
230
+ 1.18%
$406.35 - $454.46 $93.5K - $105K
19.7K $8.31M
KO
Coca Cola CO

Consumer Defensive
449
+ 4.22%
$61.74 - $71.71 $27.7K - $32.2K
11.1K $690K
ETR
Entergy Corp

Utilities
666
+ 29.24%
$73.19 - $156.4 $48.7K - $104K
2.94K $223K
SNY
Sanofi

Healthcare
217
+ 1.71%
$45.89 - $57.31 $9.96K - $12.4K
12.9K $623K
AMGN
Amgen Inc

Healthcare
497
+ 12.28%
$258.78 - $328.31 $129K - $163K
4.54K $1.18M
LHX
L3 Harris Technologies, Inc.

Industrials
10
+ 0.23%
$208.94 - $264.22 $2.09K - $2.64K
4.39K $922K
ASML
Asml Holding Nv

Technology
32
+ 2.56%
$658.43 - $872.27 $21.1K - $27.9K
1.28K $888K
CAT
Caterpillar Inc

Industrials
1
+ 0.02%
$360.37 - $416.88 $360 - $417
5.97K $2.17M
XOM
Exxon Mobil Corp

Energy
1.5K
+ 4.21%
$105.51 - $125.37 $159K - $188K
37.2K $4M
QCOM
Qualcomm Inc

Technology
212
+ 1.37%
$150.4 - $178.04 $31.9K - $37.7K
15.7K $2.41M
VZ
Verizon Communications Inc

Communication Services
179
+ 0.38%
$39.6 - $45.21 $7.09K - $8.09K
47.1K $1.88M
NVO
Novo Nordisk A S

Healthcare
378
+ 4.63%
$85.0 - $120.04 $32.1K - $45.4K
8.55K $735K
LLY
Eli Lilly & CO

Healthcare
302
+ 6.03%
$727.2 - $932.06 $220K - $281K
5.31K $4.1M
ABBV
Abb Vie Inc.

Healthcare
325
+ 1.51%
$164.99 - $203.87 $53.6K - $66.3K
21.8K $3.88M
FNDF
Schwab Fundamental Intl Large

ETFs
35.5K
+ 5.95%
$32.92 - $37.15 $1.17M - $1.32M
633K $21M
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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