Keudell Purchases in Q1 2025

Keudell

  • $415 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.19M
New
$25.44 - $25.58 $30.3M - $30.4M
1.19M $30.4M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
679K
+ 80.82%
$23.9 - $24.43 $16.2M - $16.6M
1.52M $36.5M
HEQT
Simplify Exchange Traded Fds H
323K
+ 62.54%
$28.48 - $30.52 $9.2M - $9.86M
840K $24M
GLDM
World Gold Trust

ETFs
18.3K
+ 7.63%
$52.19 - $61.89 $955K - $1.13M
258K $16M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
40.3K
New
$50.72 - $50.92 $2.04M - $2.05M
40.3K $2.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.3K
+ 6.4%
$27.01 - $28.54 $1.39M - $1.46M
853K $23.9M
PM
Philip Morris International Inc.

Consumer Defensive
1.31K
+ 6.81%
$117.15 - $158.79 $154K - $209K
20.6K $3.27M
ABBV
Abb Vie Inc.

Healthcare
143
+ 0.65%
$169.2 - $216.66 $24.2K - $31K
22K $4.6M
XOM
Exxon Mobil Corp

Energy
1.9K
+ 5.12%
$105.44 - $118.93 $201K - $226K
39.1K $4.65M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
703
New
$522.96 - $601.18 $368K - $423K
703 $375K
AMGN
Amgen Inc

Healthcare
400
+ 8.8%
$258.59 - $327.36 $103K - $131K
4.94K $1.54M
MO
Altria Group, Inc.

Consumer Defensive
1.8K
+ 6.74%
$50.81 - $60.02 $91.5K - $108K
28.5K $1.71M
VZ
Verizon Communications Inc

Communication Services
983
+ 2.09%
$37.81 - $46.49 $37.2K - $45.7K
48K $2.18M
SCHG
Schwab Strategic Tr Us Large C

ETFs
27.5K
+ 19.85%
$24.91 - $29.02 $686K - $799K
166K $4.16M
LLY
Eli Lilly & CO

Healthcare
7
+ 0.13%
$725.72 - $929.72 $5.08K - $6.51K
5.32K $4.39M
AON
Aon PLC

Financial Services
658
New
$348.44 - $409.32 $229K - $269K
658 $262K
KR
Kroger CO

Consumer Defensive
3.82K
New
$58.36 - $67.72 $223K - $258K
3.82K $258K
JNJ
Johnson & Johnson

Healthcare
76
+ 0.71%
$142.06 - $167.7 $10.8K - $12.7K
10.8K $1.79M
CTAS
Cintas Corp

Industrials
1.09K
New
$182.09 - $208.14 $199K - $227K
1.09K $224K
XYL
Xylem Inc.

Industrials
1.85K
New
$114.02 - $132.04 $210K - $244K
1.85K $220K
MCD
Mcdonalds Corp

Consumer Cyclical
704
New
$279.74 - $321.29 $197K - $226K
704 $219K
SLB
Schlumberger Limited

Energy
5.16K
New
$38.4 - $43.74 $198K - $226K
5.16K $215K
CVS
Cvs Health Corp

Healthcare
3.15K
New
$44.22 - $68.64 $139K - $216K
3.15K $213K
JCI
Johnson Controls International PLC

Industrials
2.59K
New
$76.12 - $90.6 $197K - $235K
2.59K $207K
SPYG
Spdr Portfolio

ETFs
4.75K
+ 20.25%
$80.05 - $92.39 $380K - $438K
28.2K $2.26M
MCK
Mckesson Corp

Healthcare
300
New
$566.21 - $672.99 $170K - $202K
300 $201K
EQT
Eqt Corp

Energy
3.77K
New
$46.16 - $54.25 $174K - $204K
3.77K $201K
PBA
Pembina Pipeline Corp

Energy
5.01K
New
$35.13 - $40.12 $176K - $201K
5.01K $200K
SBUX
Starbucks Corp

Consumer Cyclical
1.07K
+ 10.86%
$91.75 - $115.81 $98.4K - $124K
10.9K $1.07M
INTC
Intel Corp

Technology
4.64K
+ 18.34%
$19.1 - $27.39 $88.7K - $127K
29.9K $680K
ZTS
Zoetis Inc.

Healthcare
891
+ 61.41%
$156.48 - $175.67 $139K - $157K
2.34K $385K
O
Realty Income Corp

Real Estate
1.43K
+ 10.13%
$51.67 - $58.49 $73.7K - $83.4K
15.5K $899K
NGG
National Grid PLC

Utilities
1.38K
+ 18.24%
$56.13 - $65.61 $77.6K - $90.7K
8.97K $588K
DUK
Duke Energy Corp

Utilities
204
+ 2.82%
$105.87 - $121.97 $21.6K - $24.9K
7.43K $906K
CCI
Crown Castle International Corp

Real Estate
419
+ 6.84%
$84.33 - $106.39 $35.3K - $44.6K
6.55K $682K
AMD
Advanced Micro Devices Inc

Technology
1.54K
+ 63.1%
$96.63 - $129.55 $149K - $200K
3.98K $409K
SNY
Sanofi

Healthcare
261
+ 2.02%
$48.15 - $59.42 $12.6K - $15.5K
13.2K $731K
SO
Southern CO

Utilities
110
+ 1.11%
$80.96 - $92.96 $8.91K - $10.2K
10K $922K
KO
Coca Cola CO

Consumer Defensive
18
+ 0.16%
$60.81 - $72.32 $1.09K - $1.3K
11.1K $795K
OKE
Oneok Inc

Energy
1.02K
+ 30.5%
$89.57 - $109.85 $91.5K - $112K
4.37K $433K
PPL
Ppl Corp

Utilities
1.33K
+ 11.47%
$31.68 - $36.11 $42.1K - $48K
12.9K $466K
EFA
Ishares Tr Msci Eafe ETF

ETFs
245
+ 2.33%
$74.85 - $84.89 $18.3K - $20.8K
10.8K $880K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.2K
+ 22.15%
$48.65 - $53.06 $58.4K - $63.7K
6.62K $343K
FCX
Freeport Mcmoran Inc

Basic Materials
1.94K
+ 27.36%
$34.5 - $43.01 $66.8K - $83.2K
9.01K $341K
POR
Portland General Electric CO

Utilities
1.33K
+ 9.98%
$40.56 - $45.24 $53.9K - $60.1K
14.6K $652K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
401
+ 5.58%
$67.08 - $76.14 $26.9K - $30.5K
7.58K $558K
WFC
Wells Fargo & Company

Financial Services
685
+ 5.99%
$66.78 - $81.42 $45.7K - $55.8K
12.1K $869K
AEP
American Electric Power CO Inc

Utilities
12
+ 0.32%
$90.32 - $109.27 $1.08K - $1.31K
3.82K $417K
DIS
Walt Disney CO

Communication Services
963
+ 35.46%
$96.87 - $114.0 $93.3K - $110K
3.68K $363K
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
Track This Portfolio

Track Keudell Portfolio

Follow Keudell and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keudell, based on Form 13F filings with the SEC.

News

Stay updated on Keudell with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email