MOR Wealth Management, LLC
CIK 2092389 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $251.2M
- पोजीशन
- 122
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #5722 · शीर्ष 60.6%
पोर्टफोलियो मूल्य QoQ: +15.2% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 58.67%
- शीर्ष 25 होल्डिंग्स का भार
- 77.72%
- 1% से ऊपर की स्थितियाँ
- 20
- स्थितियों की प्रभावी संख्या
- 20.8
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 5.92% अनुमानित। खरीदें $52367087 · बेचें $13886374
- नई स्थितियाँ
- 33
- बढ़ाया
- 32
- घटा हुआ
- 33
- बंद
- 14
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
10.6%
Healthcare
3.0%
Industrials
2.9%
Communication Services
2.7%
Energy
2.5%
Retail
1.5%
Real Estate
0.9%
Financials
0.9%
Financial Services
0.9%
Consumer products
0.7%
Materials
0.5%
Communications
0.4%
Consumer Discretionary
0.3%
Utilities
0.2%
Consumer Staples
0.1%
अन्य/अनमैप्ड
71.8%
पूर्ण पोर्टफोलियो 122 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| SCHG | $26959013 | 10.73% | 796661 | $1732481 | नीचे ×1 | ||
| IWF | $23958507 | 9.54% | 192949 | $1170537 | ऊपर ×2 | ||
| LVHI | $21552440 | 8.58% | 531044 | $2960107 | ऊपर ×2 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $19934688 | 7.94% | 208478 | $580594 | नीचे ×1 | ||
| SPHQ | $18472626 | 7.35% | 205024 | $2091269 | नीचे ×1 | ||
| VO | $13233788 | 5.27% | 164252 | $2318270 | ऊपर ×1 | ||
| AAPL Apple Inc. - Common Stock | $7893761 | 3.14% | 27280 | $1176176 | ऊपर ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5224300 | 2.08% | 26110 | $413186 | नीचे ×2 | ||
| TPL Texas Pacific Land Corporation Common Stock | $5064808 | 2.02% | 11573 | $-427275 | |||
| AVUV | $5055625 | 2.01% | 40523 | $951163 | ऊपर ×1 | ||
| ESML | $4862964 | 1.94% | 86947 | $1088665 | ऊपर ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4563773 | 1.82% | 6197 | $1095011 | ऊपर ×1 | ||
| JEPI | $4383548 | 1.75% | 77612 | $-80041 | नीचे ×2 | ||
| SPY SPY | $4309700 | 1.72% | 5771 | $850463 | ऊपर ×2 | ||
| IJH | $3611293 | 1.44% | 46833 | $259982 | नीचे ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3540107 | 1.41% | 9906 | $711092 | ऊपर ×1 | ||
| SCHD | $3538162 | 1.41% | 111579 | $-537909 | नीचे ×2 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $3446427 | 1.37% | 27695 | $-2431185 | नीचे ×1 | ||
| VTV | $3113605 | 1.24% | 14287 | $379111 | ऊपर ×1 | ||
| IBRX ImmunityBio, Inc. - Common Stock | $2647923 | 1.05% | 302447 | $475419 | ऊपर ×2 | ||
| VTI | $2167694 | 0.86% | 5858 | $300580 | ऊपर ×2 | ||
| LLY Eli Lilly and Company Common Stock | $2084609 | 0.83% | 1738 | $367398 | नीचे ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1938419 | 0.77% | 8133 | $53159 | नीचे ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $1836666 | 0.73% | 12525 | $-101719 | नीचे ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1813996 | 0.72% | 4863 | $-147905 | नीचे ×1 | ||
| VIG | $1732563 | 0.69% | 7322 | $157865 | |||
| VGT | $1492446 | 0.59% | 12487 | $399119 | ऊपर ×1 | ||
| AOA | $1468490 | 0.58% | 15046 | $55482 | नीचे ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1358655 | 0.54% | 2412 | $-21323 | |||
| PBT Permian Basin Royalty Trust Common Stock | $1315451 | 0.52% | 52534 | $184919 | |||
| GLW Corning Incorporated Common Stock | $1258504 | 0.50% | 4927 | $410051 | नीचे ×2 | ||
| PLD Prologis, Inc. Common Stock | $1219501 | 0.49% | 9002 | ऊपर ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1167049 | 0.46% | 3303 | $208363 | नीचे ×2 | ||
| IWD | $1103057 | 0.44% | 4550 | $130858 | |||
| PWR Quanta Services, Inc. Common Stock | $1035418 | 0.41% | 1438 | $141064 | नीचे ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $992137 | 0.40% | 3031 | $577666 | ऊपर ×2 | ||
| JNJ Johnson & Johnson Common Stock | $921149 | 0.37% | 3627 | $497290 | ऊपर ×1 | ||
| SPYG | $876361 | 0.35% | 7365 | $145952 | नीचे ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $873891 | 0.35% | 934 | $-186483 | नीचे ×2 | ||
| VLU | $859213 | 0.34% | 3607 | $83793 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $833403 | 0.33% | 4510 | $508233 | ऊपर ×1 | ||
| AVDE | $829292 | 0.33% | 9297 | $46898 | ऊपर ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $817413 | 0.33% | 2698 | $278016 | ऊपर ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $816167 | 0.32% | 1709 | $-35805 | नीचे ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $804985 | 0.32% | 2131 | $408503 | ऊपर ×1 | ||
| ALAB Astera Labs, Inc. - Common Stock | $781526 | 0.31% | 1618 | ||||
| MA Mastercard Incorporated Common Stock | $747288 | 0.30% | 1455 | $119715 | ऊपर ×2 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $703301 | 0.28% | 3709 | $-125417 | नीचे ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $690652 | 0.27% | 9673 | $-58357 | ऊपर ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $688185 | 0.27% | 2795 | ऊपर ×1 | |||
| WELL Welltower Inc. Common Stock | $673874 | 0.27% | 2969 | ऊपर ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $659976 | 0.26% | 5136 | ऊपर ×1 | |||
| WMT Walmart Inc. - Common Stock | $659966 | 0.26% | 5827 | $218648 | ऊपर ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $657605 | 0.26% | 3871 | $36584 | नीचे ×2 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $654137 | 0.26% | 5729 | $-25437 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $652349 | 0.26% | 7070 | $297574 | ऊपर ×2 | ||
| HEFA | $650381 | 0.26% | 13860 | $61400 | |||
| AOR | $649656 | 0.26% | 9348 | $74144 | ऊपर ×2 | ||
| VOO | $646897 | 0.26% | 942 | ||||
| RWL | $636756 | 0.25% | 4984 | $31985 | नीचे ×2 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $629457 | 0.25% | 2147 | $286969 | ऊपर ×1 | ||
| FNDE | $615942 | 0.25% | 15523 | $304429 | ऊपर ×1 | ||
| EMR Emerson Electric Company Common Stock | $608531 | 0.24% | 4251 | ऊपर ×1 | |||
| JCI Johnson Controls International plc Ordinary Share | $607671 | 0.24% | 4159 | ऊपर ×1 | |||
| AER AerCap Holdings N.V. Ordinary Shares | $605862 | 0.24% | 4156 | ऊपर ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $589144 | 0.23% | 772 | $263932 | नीचे ×1 | ||
| APTV Aptiv PLC Ordinary Shares | $580287 | 0.23% | 9454 | ऊपर ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $578641 | 0.23% | 2059 | ऊपर ×1 | |||
| BLK BlackRock, Inc. Common Stock | $575013 | 0.23% | 598 | ऊपर ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $562079 | 0.22% | 6404 | ऊपर ×1 | |||
| PL Planet Labs PBC Class A Common Stock | $559831 | 0.22% | 16898 | $87532 | |||
| RKLB Rocket Lab Corporation - Common Stock | $559075 | 0.22% | 5500 | $205865 | |||
| VOE | $553280 | 0.22% | 2800 | $37296 | |||
| BE Bloom Energy Corporation Class A Common Stock | $550309 | 0.22% | 1818 | $152646 | नीचे ×2 | ||
| GLNK | $545549 | 0.22% | 85242 | $154120 | ऊपर ×2 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $541846 | 0.22% | 1962 | $338269 | |||
| XYLD | $521908 | 0.21% | 12795 | $11457 | नीचे ×2 | ||
| VUG | $510121 | 0.20% | 5922 | $79009 | ऊपर ×1 | ||
| CLNK | $508812 | 0.20% | 38900 | $74553 | ऊपर ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $507902 | 0.20% | 1705 | $244429 | नीचे ×2 | ||
| ORCL Oracle Corporation Common Stock | $485462 | 0.19% | 3313 | $-109540 | नीचे ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $459477 | 0.18% | 3595 | $41229 | नीचे ×2 | ||
| SMTC Semtech Corporation - Common Stock | $457226 | 0.18% | 2825 | ऊपर ×1 | |||
| CRM Salesforce, Inc. Common Stock | $445541 | 0.18% | 2844 | $24413 | ऊपर ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $440869 | 0.18% | 414 | $147567 | |||
| DON | $415638 | 0.17% | 7354 | ऊपर ×1 | |||
| TGT Target Corporation Common Stock | $409462 | 0.16% | 3135 | ऊपर ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $377616 | 0.15% | 4827 | ऊपर ×1 | |||
| CRS Carpenter Technology Corporation Common Stock | $348515 | 0.14% | 565 | ऊपर ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $336195 | 0.13% | 465 | $-152223 | नीचे ×2 | ||
| XHB XHB | $334662 | 0.13% | 2896 | $48769 | |||
| LITE Lumentum Holdings Inc. - Common Stock | $331211 | 0.13% | 386 | ऊपर ×1 | |||
| ESGD iShares ESG Aware MSCI EAFE ETF | $330637 | 0.13% | 3216 | $23123 | |||
| CGNX Cognex Corporation - Common Stock | $316838 | 0.13% | 4375 | ऊपर ×1 | |||
| VOT | $316102 | 0.13% | 1032 | $50517 | |||
| SCHM | $315818 | 0.13% | 8566 | $72555 | ऊपर ×2 | ||
| VBR | $310414 | 0.12% | 1277 | $-27514 | नीचे ×1 | ||
| DHS | $309677 | 0.12% | 2724 | $12162 | |||
| MP MP Materials Corp. Common Stock | $302454 | 0.12% | 5400 | $41850 | |||
| SITM SiTime Corporation - Common Stock | $298224 | 0.12% | 400 | ऊपर ×1 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| PLD | $1219501 | 9002 | 0.49% |
| ALAB | $781526 | 1618 | 0.31% |
| PNC | $688185 | 2795 | 0.27% |
| WELL | $673874 | 2969 | 0.27% |
| MRK | $659976 | 5136 | 0.26% |
| VOO | $646897 | 942 | 0.26% |
| EMR | $608531 | 4251 | 0.24% |
| JCI | $607671 | 4159 | 0.24% |
| AER | $605862 | 4156 | 0.24% |
| APTV | $580287 | 9454 | 0.23% |
| NXPI | $578641 | 2059 | 0.23% |
| BLK | $575013 | 598 | 0.23% |
| NEE | $562079 | 6404 | 0.22% |
| SMTC | $457226 | 2825 | 0.18% |
| DON | $415638 | 7354 | 0.17% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| IBM | 30 जून 2026 | 2336 | $566223 | -16.1% |
| AXP | 30 जून 2026 | 1781 | $538717 | -1.1% |
| BX | 30 जून 2026 | 3774 | $433972 | 21.7% |
| VOO | 31 मार्च 2026 | 645 | $404499 | अब ट्रैक नहीं किया जा रहा है |
| J | 31 मार्च 2026 | 2926 | $387578 | 15.8% |
| AMGN | 30 जून 2026 | 850 | $299073 | 20.5% |
| DD | 31 मार्च 2026 | 7328 | $294586 | 205.1% |
| ZS | 31 मार्च 2026 | 1308 | $294195 | 30.3% |
| ALAB | 31 मार्च 2026 | 1768 | $294124 | 159.0% |
| AMP | 31 मार्च 2026 | 525 | $257429 | 25.3% |
| SO | 30 जून 2026 | 2666 | $257322 | -3.4% |
| TT | 30 जून 2026 | 599 | $249627 | -7.5% |
| FIS | 30 जून 2026 | 5319 | $249514 | 4.6% |
| DGX | 30 जून 2026 | 1244 | $243799 | 13.8% |
| CSX | 31 मार्च 2026 | 6374 | $231058 | 23.8% |
| PSX | 30 जून 2026 | 1268 | $231004 | 44.4% |
| DASH | 31 मार्च 2026 | 1000 | $226480 | 47.6% |
| XMVM | 31 मार्च 2026 | 3513 | $225370 | अब ट्रैक नहीं किया जा रहा है |
| DKS | 31 मार्च 2026 | 1126 | $222914 | -6.8% |
| TMUS | 30 जून 2026 | 1044 | $219271 | 8.8% |
| SHEL | 30 जून 2026 | 2328 | $216504 | 22.0% |
| KR | 30 जून 2026 | 2986 | $216067 | 0.5% |
| KIM | 31 मार्च 2026 | 10615 | $215166 | 8.3% |
| ADP | 31 मार्च 2026 | 800 | $205784 | 37.5% |
| TXN | 30 जून 2026 | 1038 | $201517 | -10.8% |
| NXDR | 30 जून 2026 | 10500 | $14700 | 7.5% |