Keudell Incresed Positions in Q2 2025

Keudell

  • $422 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
420K
+ 35.34%
$24.96 - $25.5 $10.5M - $10.7M
1.61M $41.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
319K
+ 37.4%
$24.32 - $27.87 $7.76M - $8.89M
1.17M $31.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
90.2K
+ 25.96%
$29.12 - $35.84 $2.63M - $3.23M
438K $15.7M
FNDF
Schwab Fundamental Intl Large

ETFs
6.85K
+ 1.1%
$32.25 - $40.02 $221K - $274K
632K $25.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
28K
+ 69.54%
$50.52 - $50.92 $1.42M - $1.43M
68.3K $3.48M
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
+ 4.5%
$167.32 - $223.3 $235K - $313K
32.6K $7.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.73K
+ 2.24%
$22.27 - $29.21 $83K - $109K
170K $4.96M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
21.7K
+ 1.43%
$23.13 - $24.23 $501K - $525K
1.54M $37.3M
META
Meta Platforms, Inc.

Communication Services
77
+ 2.37%
$484.66 - $738.09 $37.3K - $56.8K
3.33K $2.46M
SPYG
Spdr Portfolio

ETFs
4
+ 0.01%
$71.83 - $95.32 $287 - $381
28.2K $2.69M
CRM
Salesforce, Inc.

Technology
1.41K
+ 24.89%
$236.26 - $291.15 $332K - $409K
7.05K $1.92M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.98K
+ 3.02%
N/A
204K $12.7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.92K
+ 6.92%
$48.46 - $50.2 $335K - $347K
107K $5.31M
PLTR
Palantir Technologies Inc.

Technology
143
+ 2.62%
$74.01 - $144.25 $10.6K - $20.6K
5.61K $764K
CRWD
Crowd Strike Holdings, Inc.

Technology
124
+ 8.98%
$321.63 - $509.31 $39.9K - $63.2K
1.51K $766K
NKE
Nike, Inc.

Consumer Cyclical
584
+ 1.96%
$53.27 - $72.04 $31.1K - $42.1K
30.4K $2.16M
VGT
Vanguard Information Technolog

ETFs
270
+ 53.47%
$470.37 - $663.28 $127K - $179K
775 $514K
NOW
Service Now, Inc.

Technology
56
+ 8.51%
$721.65 - $1040.18 $40.4K - $58.3K
714 $734K
LHX
L3 Harris Technologies, Inc.

Industrials
108
+ 2.46%
$200.21 - $256.99 $21.6K - $27.8K
4.5K $1.13M
OKE
Oneok Inc

Energy
3.27K
+ 74.84%
$78.71 - $100.37 $257K - $328K
7.64K $623K
ASML
Asml Holding Nv

Technology
10
+ 0.77%
$595.37 - $815.24 $5.95K - $8.15K
1.31K $1.05M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.22K
+ 4.3%
$27.3 - $31.8 $60.5K - $70.4K
53.7K $1.71M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
11.2K
+ 105.17%
$15.76 - $16.82 $177K - $188K
21.9K $354K
NVO
Novo Nordisk A S

Healthcare
2.47K
+ 31.85%
$58.08 - $81.05 $144K - $200K
10.2K $706K
RSP
Invesco S&P 500 Equal Weight E

ETFs
728
+ 27.31%
$152.93 - $181.74 $111K - $132K
3.39K $616K
PNC
Pnc Financial Services Group, Inc.

Financial Services
677
+ 33.3%
$149.76 - $186.42 $101K - $126K
2.71K $505K
DIS
Walt Disney CO

Communication Services
415
+ 11.28%
$81.72 - $124.01 $33.9K - $51.5K
4.09K $507K
UNP
Union Pacific Corp

Industrials
623
+ 30.29%
$208.27 - $238.46 $130K - $149K
2.68K $616K
TSLA
Tesla, Inc.

Consumer Cyclical
170
+ 17.42%
$221.86 - $362.89 $37.7K - $61.7K
1.15K $364K
EFA
Ishares Tr Msci Eafe ETF

ETFs
260
+ 2.41%
$72.96 - $90.39 $19K - $23.5K
11K $986K
WFC
Wells Fargo & Company

Financial Services
28
+ 0.23%
$60.98 - $80.12 $1.71K - $2.24K
12.1K $973K
VUG
Vanguard Growth ETF

ETFs
4
+ 0.27%
$329.49 - $438.4 $1.32K - $1.75K
1.5K $656K
SHOP
Shopify Inc.

Technology
39
+ 0.97%
$76.89 - $115.35 $3K - $4.5K
4.07K $469K
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 3.78%
$496.48 - $617.85 $18.4K - $22.9K
1.02K $628K
PANW
Palo Alto Networks Inc

Technology
22
+ 1.0%
$152.44 - $204.64 $3.35K - $4.5K
2.22K $455K
JCI
Johnson Controls International PLC

Industrials
107
+ 4.13%
$71.14 - $105.62 $7.61K - $11.3K
2.7K $284K
KMB
Kimberly Clark Corp

Consumer Defensive
763
+ 46.47%
$126.84 - $145.22 $96.8K - $111K
2.41K $310K
O
Realty Income Corp

Real Estate
1.25K
+ 8.08%
$52.27 - $58.52 $65.4K - $73.3K
16.8K $965K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
7.66K
+ 22.49%
$9.83 - $10.92 $75.2K - $83.6K
41.7K $433K
FCX
Freeport Mcmoran Inc

Basic Materials
376
+ 4.17%
$29.15 - $44.46 $11K - $16.7K
9.38K $406K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
63
+ 0.82%
$75.29 - $91.16 $4.74K - $5.74K
7.78K $701K
LMT
Lockheed Martin Corp

Industrials
57
+ 3.33%
$430.82 - $486.45 $24.6K - $27.7K
1.77K $819K
UPS
United Parcel Service Inc

Industrials
921
+ 18.64%
$91.92 - $110.2 $84.7K - $101K
5.86K $591K
CCI
Crown Castle International Corp

Real Estate
462
+ 7.06%
$94.83 - $107.06 $43.8K - $49.5K
7.01K $720K
TXN
Texas Instruments Inc

Technology
192
+ 5.01%
N/A
4.02K $783K
DEO
Diageo PLC

Consumer Defensive
507
+ 13.07%
$99.86 - $115.75 $50.6K - $58.7K
4.39K $442K
VZ
Verizon Communications Inc

Communication Services
3.14K
+ 6.54%
$41.67 - $45.62 $131K - $143K
51.2K $2.21M
HBAN
Huntington Bancshares Inc

Financial Services
114
+ 0.65%
$12.49 - $16.76 $1.42K - $1.91K
17.6K $295K
IT
Gartner Inc

Technology
110
+ 11.58%
$377.5 - $449.52 $41.5K - $49.4K
1.06K $428K
Activity Summary
Buys All Purchases 112 New Holdings 28 Increased Positions 84 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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