Portfolio (Quarterly)
Guide ↗
MOR Wealth Management, LLC
· CIK 0002092389| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 5,727 | $526K | 0.24% | SOLD |
| 2 | VOO | VANGUARD INDEX FDS | — | 645 | $404K | 0.18% | SOLD |
| 3 | J | JACOBS SOLUTIONS INC | Industrials | 2,926 | $388K | 0.18% | SOLD |
| 4 | DD | DUPONT DE NEMOURS INC | Basic Materials | 7,328 | $295K | 0.14% | SOLD |
| 5 | ZS | ZSCALER INC | Technology | 1,308 | $294K | 0.13% | SOLD |
| 6 | ALAB | ASTERA LABS INC | Technology | 1,768 | $294K | 0.13% | SOLD |
| 7 | AMP | AMERIPRISE FINL INC | Financial Services | 525 | $257K | 0.12% | SOLD |
| 8 | CSX | CSX CORP | Industrials | 6,374 | $231K | 0.11% | SOLD |
| 9 | DASH | DOORDASH INC | Communication Services | 1,000 | $226K | 0.10% | SOLD |
| 10 | XMVM | INVESCO EXCHANGE TRADED FD T | — | 3,513 | $225K | 0.10% | SOLD |
| 11 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 1,126 | $223K | 0.10% | SOLD |
| 12 | KIM | KIMCO RLTY CORP | Real Estate | 10,615 | $215K | 0.10% | SOLD |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 800 | $206K | 0.09% | SOLD |
Sector Allocation
Technology
41.4%
Financial Services
16.9%
Energy
11.2%
Communication Services
9.7%
Consumer Defensive
6.1%
Healthcare
5.7%
Industrials
4.2%
Consumer Cyclical
3.4%
Basic Materials
1.0%
Utilities
0.4%