Keudell has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $341 Million distributed in 206 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 $19.7M, Vanguard Whitehall Fds (Vangua with a value of $19M, Schwab Strategic Tr Us Dividen with a value of $16.8M, Dimensional ETF Tr U S Core Eq with a value of $15.6M, and Apple Inc. with a value of $14.2M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $330M to 341M.
Below you can find more details about Keudell portfolio as well as his latest detailed transactions.
Portfolio value
$341 Million
ETFs: $163 Million
Technology: $49.2 Million
Healthcare: $26.2 Million
Communication Services: $17 Million
Financial Services: $16.9 Million
Consumer Cyclical: $14.8 Million
Energy: $10.9 Million
Consumer Defensive: $10.6 Million
Other: $17.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions