Back to MOR Wealth Management, LLC

MOR Wealth Management, LLC

All holdings · as of Dec 31, 2025

105 positions

CompanyClassValueShares% of portfolio
Nextdoor Holdings, Inc.$22.1K10,5000.0%
AbCellera Biologics Inc.$112.9K33,0000.1%
VANGUARD INDEX FDS$202.2K7840.1%
AUTOMATIC DATA PROCESSING INC$205.8K8000.1%
INVESCO EXCH TRD SLF IDX FD$207.8K3,4000.1%
Kimco Realty Corporation$215.2K10,6150.1%
KROGER CO$217.9K3,4880.1%
Phillips 66$218.9K1,6960.1%
Dick's Sporting Goods Inc$222.9K1,1260.1%
INVESCO EXCHANGE TRADED FD T$225.4K3,5130.1%
SCHWAB STRATEGIC TR$225.7K7,5060.1%
INVESCO EXCHANGE TRADED FD T$226.5K1,6360.1%
DoorDash, Inc.$226.5K1,0000.1%
SHELL PLC$226.8K3,0860.1%
CSX CORP$231.1K6,3740.1%
T-Mobile US, Inc.TMUSCommon Stock$235.5K1,1600.1%
SPDR SERIES TRUST$235.8K2,2100.1%
CATERPILLAR INC$237.2K4140.1%
Visa Inc$243.4K6940.1%
AMERIPRISE FINANCIAL INC$257.4K5250.1%
VANGUARD WORLD FD$261.6K6640.1%
Quest Diagnostics Inc$266.5K1,5360.1%
MP Materials Corp. / DE$272.8K5,4000.1%
WISDOMTREE TR$277.4K2,7240.1%
SCHWAB CHARLES CORP$277.6K2,7780.1%
Marvell Technology, Inc.$279.9K3,2940.1%
Bloom Energy Corp$281.1K3,2350.1%
VANGUARD INDEX FDS$288.1K1,0320.1%
Astera Labs, Inc.$294.1K1,7680.1%
Zscaler, Inc.$294.2K1,3080.1%
DuPont de Nemours, Inc.$294.6K7,3280.1%
SPDR SERIES TRUST$298.2K2,8960.1%
Tesla Inc$299.1K6650.1%
ISHARES TR$305.8K3,2160.1%
JPMORGAN CHASE & CO$322.2K1,0000.1%
SOUTHERN CO$326.0K3,7390.1%
ISHARES TR$326.8K4,7080.1%
VANGUARD INDEX FDS$329.4K1,5550.2%
TEXAS INSTRUMENTS INC$330.8K1,9070.2%
Planet Labs PBC$333.2K16,8980.2%
JOHNSON & JOHNSON$358.9K1,7340.2%
Rocket Lab CorpRKLBCommon Stock$383.7K5,5000.2%
JACOBS SOLUTIONS INC.$387.6K2,9260.2%
CrowdStrike Holdings, Inc.$390.5K8330.2%
VANGUARD INDEX FDS$404.5K6450.2%
Fidelity National Information Services Inc$407.2K6,1270.2%
GRAYSCALE CHAINLINK TR ETF$408.8K37,5270.2%
ImmunityBio, Inc.IBRXCommon Stock$493.5K249,2650.2%
VANGUARD INDEX FDS$496.6K2,8000.2%
INVESCO EXCH TRADED FD TR II$505.3K1,9980.2%
← PrevPage 1 of 3Next →