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Home > Institutional Investor > Keudellrrison Wealth Management > Profile

Instuitional Investor - Keudellrrison Wealth Management

Fund Profile
Filing Period:
Fund Name: Keudellrrison Wealth Management
Portfolio Value $383,660,830
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 801,757 $21,903,991 5.7%
2.
Schwab Strategic Trust
 FNDF 632,771 $21,014,335 5.47%
3.
Franklin Templeton Etf Tr - SENIOR LOAN ETF
 839,508 $20,370,674 5.3%
4.
Vanguard Whitehall Funds
 158,149 $20,178,285 5.25%
5.
Apple Inc.
 AAPL 70,383 $17,625,433 4.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)