Chief Compliance Officer

0001785498-24-000002.txt : 20240507 0001785498-24-000002.hdr.sgml : 20240507 20240507153620 ACCESSION NUMBER: 0001785498-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keudell/Morrison Wealth Management CENTRAL INDEX KEY: 0001785498 ORGANIZATION NAME: 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: 24921506 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 X0202 13F-HR LIVE false false false 0001785498 XXXXXXXX 03-31-2024 03-31-2024 false Keudell/Morrison Wealth Management

235 Front St Se Ste 300 Salem OR 97301

13F HOLDINGS REPORT 028-19582 000292600 801-112770 N Amanda Shine Chief Compliance Officer 971-209-4500 /s/ Amanda Shine Salem OR 05-07-2024 0 204 330376657 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 456686 4018 SH SOLE 0 0 4018 ABBVIE INC COM 00287Y109 4109571 22568 SH SOLE 0 0 22568 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 872071 2516 SH SOLE 0 0 2516 ADOBE INC COM 00724F101 1286225 2549 SH SOLE 0 0 2549 ADVANCED MICRO DEVICES INC COM 007903107 426678 2364 SH SOLE 0 0 2364 AIRBNB INC COM CL A 009066101 561029 3401 SH SOLE 0 0 3401 ALPHABET INC CAP STK CL A 02079K305 1781276 11802 SH SOLE 0 0 11802 ALPHABET INC CAP STK CL C 02079K107 5262410 34562 SH SOLE 0 0 34562 ALPS ETF TR ALERIAN ENERGY 00162Q676 287842 11320 SH SOLE 0 0 11320 ALPS ETF TR ALERIAN MLP 00162Q452 257803 5432 SH SOLE 0 0 5432 ALTRIA GROUP INC COM 02209S103 1176148 26964 SH SOLE 0 0 26964 AMAZON COM INC COM 023135106 5712274 31668 SH SOLE 0 0 31668 AMCOR PLC ORD G0250X107 245291 25793 SH SOLE 0 0 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