Keudell Incresed Positions in Q1 2025

Keudell

  • $415 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
LLY
Eli Lilly & CO

Healthcare
7
+ 0.13%
$725.72 - $929.72 $5.08K - $6.51K
5.32K $4.39M
JNJ
Johnson & Johnson

Healthcare
76
+ 0.71%
$142.06 - $167.7 $10.8K - $12.7K
10.8K $1.79M
SPYG
Spdr Portfolio

ETFs
4.75K
+ 20.25%
$80.05 - $92.39 $380K - $438K
28.2K $2.26M
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
AEP
American Electric Power CO Inc

Utilities
12
+ 0.32%
$90.32 - $109.27 $1.08K - $1.31K
3.82K $417K
WFC
Wells Fargo & Company

Financial Services
685
+ 5.99%
$66.78 - $81.42 $45.7K - $55.8K
12.1K $869K
DIS
Walt Disney CO

Communication Services
963
+ 35.46%
$96.87 - $114.0 $93.3K - $110K
3.68K $363K
WPC
W. P. Carey Inc.

Real Estate
368
+ 8.99%
$53.5 - $65.05 $19.7K - $23.9K
4.46K $281K
CSCO
Cisco Systems, Inc.

Technology
231
+ 1.34%
$58.74 - $64.87 $13.6K - $15K
17.5K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
650
+ 3.22%
$42.5 - $46.71 $27.6K - $30.4K
20.8K $942K
NVS
Novartis Ag

Healthcare
104
+ 3.82%
$97.14 - $115.57 $10.1K - $12K
2.83K $315K
EPD
Enterprise Products Partners L.P.

Energy
151
+ 1.04%
$31.75 - $34.14 $4.79K - $5.16K
14.7K $500K
LTC
Ltc Properties Inc

Real Estate
328
+ 0.9%
$33.46 - $36.14 $11K - $11.9K
36.7K $1.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
274
+ 11.45%
$169.43 - $182.84 $46.4K - $50.1K
2.67K $461K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
773
+ 28.25%
$77.91 - $92.26 $60.2K - $71.3K
3.51K $278K
ENB
Enbridge Inc

Energy
31
+ 0.15%
$41.54 - $45.45 $1.29K - $1.41K
20.4K $905K
UL
Unilever PLC

Consumer Defensive
430
+ 11.35%
$54.72 - $60.29 $23.5K - $25.9K
4.22K $251K
ESGB
Indexiq Active ETF Tr Iq Macka
1.77K
+ 6.59%
N/A
28.6K $594K
PFE
Pfizer Inc

Healthcare
2.15K
+ 13.45%
$25.01 - $27.13 $53.7K - $58.2K
18.1K $458K
QCOM
Qualcomm Inc

Technology
217
+ 1.39%
$151.94 - $175.86 $33K - $38.2K
15.9K $2.44M
DGRO
Ishares Core Dividend Growth E

ETFs
280
+ 1.04%
$60.46 - $64.42 $16.9K - $18K
27.3K $1.69M
PAYC
Paycom Software, Inc.

Technology
9
+ 0.47%
$199.42 - $225.82 $1.79K - $2.03K
1.94K $424K
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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