Chief Compliance Officer, Member

0001785498-22-000003.txt : 20220718 0001785498-22-000003.hdr.sgml : 20220718 20220718152814 ACCESSION NUMBER: 0001785498-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keudell/Morrison Wealth Management CENTRAL INDEX KEY: 0001785498 IRS NUMBER: 454422907 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19582 FILM NUMBER: 221089122 BUSINESS ADDRESS: STREET 1: 235 FRONT ST SE STREET 2: STE 300 CITY: SALEM STATE: OR ZIP: 97301 BUSINESS PHONE: 9712094500 MAIL ADDRESS: STREET 1: 235 FRONT ST SE STREET 2: STE 300 CITY: SALEM STATE: OR ZIP: 97301 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001785498 XXXXXXXX 06-30-2022 06-30-2022 false Keudell/Morrison Wealth Management

235 Front St Se Ste 300 Salem OR 97301

13F HOLDINGS REPORT 028-19582 N Michael Andrew Morrison Chief Compliance Officer, Member 971-209-4500 /s/ Michael Andrew Morrison Salem OR 07-18-2022 0 171 275239 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 462 3572 SH SOLE 0 0 3572 ABBOTT LABS COM 002824100 522 4807 SH SOLE 0 0 4807 ABBVIE INC COM 00287Y109 4136 27004 SH SOLE 0 0 27004 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 775 2791 SH SOLE 0 0 2791 ADOBE SYSTEMS INCORPORATED COM 00724F101 1525 4166 SH SOLE 0 0 4166 AIRBNB INC COM CL A 009066101 212 2378 SH SOLE 0 0 2378 ALPHABET INC CAP STK CL C 02079K107 3638 1663 SH SOLE 0 0 1663 ALPHABET INC CAP STK CL A 02079K305 1303 598 SH SOLE 0 0 598 ALPS ETF TR ALERIAN MLP 00162Q452 226 6549 SH SOLE 0 0 6549 ALPS ETF TR ALERIAN ENERGY 00162Q676 221 10980 SH SOLE 0 0 10980 ALTRIA GROUP INC COM 02209S103 1195 28614 SH SOLE 0 0 28614 AMAZON COM INC COM 023135106 3527 33212 SH SOLE 0 0 33212 AMCOR PLC ORD G0250X107 202 16238 SH SOLE 0 0 16238 AMERICAN ELEC PWR CO INC COM 025537101 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