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 Market Cap. of $10 Billions to $200 Billions