Keudell Reduced Holdings in Q1 2025

Keudell

  • $415 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
-951
- 6.03%
$9.12 - $10.43 $8.67K - $9.92K
14.8K $148K
ENFR
Alerian Energy Infrastructure

ETFs
-710
- 6.44%
$30.27 - $34.12 $21.5K - $24.2K
10.3K $337K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-2.5K
- 3.49%
$5.99 - $6.38 $15K - $16K
69.1K $423K
C
Citigroup Inc

Financial Services
-44
- 0.99%
$67.23 - $84.63 $2.96K - $3.72K
4.42K $313K
BMY
Bristol Myers Squibb CO

Healthcare
-1.56K
- 7.36%
$53.9 - $63.11 $84.2K - $98.6K
19.6K $1.2M
Kenvue Inc
-1.13K
- 10.54%
N/A
9.58K $0
Columbia ETF Tr I
-1.25K
- 21.88%
N/A
4.45K $0
Dimensional ETF Trust
-61.9K
- 33.29%
N/A
124K $0
PG
Procter & Gamble CO

Consumer Defensive
-99
- 1.25%
$158.56 - $176.26 $15.7K - $17.4K
7.8K $1.33M
IEFA
Ishares Tr

ETFs
-409
- 6.04%
$69.57 - $78.65 $28.5K - $32.2K
6.36K $481K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 0.07%
$308.86 - $455.36 $309 - $455
1.38K $486K
MMM
3 M CO

Industrials
-125
- 6.53%
$129.7 - $155.12 $16.2K - $19.4K
1.79K $262K
AVDE
American Centy ETF Tr Avantis

ETFs
-50
- 1.27%
$60.63 - $68.55 $3.03K - $3.43K
3.89K $257K
KMI
Kinder Morgan, Inc.

Energy
-149
- 0.77%
$26.1 - $31.22 $3.89K - $4.65K
19.3K $550K
KMB
Kimberly Clark Corp

Consumer Defensive
-3
- 0.18%
$124.46 - $147.4 $373 - $442
1.64K $233K
WY
Weyerhaeuser CO

Real Estate
-16
- 0.09%
$27.29 - $31.39 $437 - $502
17.3K $507K
JPM
Jpmorgan Chase & CO

Financial Services
-164
- 1.55%
$225.19 - $279.95 $36.9K - $45.9K
10.4K $2.56M
UBER
Uber Technologies, Inc

Technology
-362
- 9.31%
$63.17 - $81.49 $22.9K - $29.5K
3.53K $257K
MA
Mastercard Inc

Financial Services
-1
- 0.09%
$504.67 - $576.31 $505 - $576
1.18K $644K
VLO
Valero Energy Corp

Energy
-60
- 1.71%
$121.76 - $142.99 $7.31K - $8.58K
3.45K $456K
GILD
Gilead Sciences, Inc.

Healthcare
-1.17K
- 14.22%
$89.14 - $117.41 $104K - $137K
7.03K $787K
AZN
Astrazeneca PLC

Healthcare
-19
- 0.4%
$65.37 - $77.96 $1.24K - $1.48K
4.69K $344K
SHEL
Shell PLC

Energy
-11
- 0.31%
$62.84 - $73.29 $691 - $806
3.58K $262K
PLTR
Palantir Technologies Inc.

Technology
-64
- 1.16%
$64.98 - $124.62 $4.16K - $7.98K
5.46K $461K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4
- 0.62%
$402.49 - $513.76 $1.61K - $2.06K
642 $311K
BROS
Dutch Bros Inc.

Consumer Cyclical
-611
- 5.72%
$55.77 - $85.37 $34.1K - $52.2K
10.1K $622K
SYK
Stryker Corp

Healthcare
-2
- 0.03%
$355.18 - $399.9 $710 - $800
6.12K $2.28M
ABT
Abbott Laboratories

Healthcare
-27
- 0.67%
$111.1 - $140.22 $3K - $3.79K
3.99K $529K
IBM
International Business Machines Corp

Technology
-27
- 0.52%
$217.4 - $264.74 $5.87K - $7.15K
5.19K $1.29M
VDE
Vanguard Energy ETF

ETFs
-465
- 1.33%
$119.14 - $132.76 $55.4K - $61.7K
34.4K $4.46M
RTX
Raytheon Technologies Corp

Industrials
-74
- 0.46%
$114.1 - $135.66 $8.44K - $10K
15.9K $2.1M
ELV
Elevance Health, Inc.

Healthcare
-16
- 0.31%
$365.9 - $436.25 $5.85K - $6.98K
5.1K $2.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 0.86%
$442.66 - $534.52 $18.1K - $21.9K
4.71K $2.51M
CVX
Chevron Corp

Energy
-65
- 0.39%
$146.71 - $167.97 $9.54K - $10.9K
16.7K $2.79M
T
At&T Inc.

Communication Services
-3.7K
- 4.19%
$21.56 - $28.28 $79.8K - $105K
84.7K $2.39M
V
Visa Inc.

Financial Services
-45
- 0.38%
$306.92 - $362.71 $13.8K - $16.3K
11.9K $4.19M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-1.54K
- 0.57%
$34.32 - $37.26 $52.9K - $57.4K
267K $9.72M
FNDF
Schwab Fundamental Intl Large

ETFs
-7.66K
- 1.21%
$32.9 - $37.45 $252K - $287K
625K $22.6M
Activity Summary
Buys All Purchases 107 New Holdings 17 Increased Positions 90 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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