Portfolio (Quarterly)
Guide ↗
MOR Wealth Management, LLC
· CIK 0002092389| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 2,336 | $566K | 0.26% | SOLD |
| 2 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,781 | $539K | 0.25% | SOLD |
| 3 | BX | BLACKSTONE INC | Financial Services | 3,774 | $434K | 0.20% | SOLD |
| 4 | AMGN | AMGEN INC | Healthcare | 850 | $299K | 0.14% | SOLD |
| 5 | SO | SOUTHERN CO | Utilities | 2,666 | $257K | 0.12% | SOLD |
| 6 | TT | TRANE TECHNOLOGIES PLC | Industrials | 599 | $250K | 0.12% | SOLD |
| 7 | FIS | FIDELITY NATL INFORMATION SV | Technology | 5,319 | $250K | 0.11% | SOLD |
| 8 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 1,244 | $244K | 0.11% | SOLD |
| 9 | PSX | PHILLIPS 66 | Energy | 1,268 | $231K | 0.11% | SOLD |
| 10 | TMUS | T-MOBILE US INC | Communication Services | 1,044 | $219K | 0.10% | SOLD |
| 11 | SHEL | SHELL PLC | Energy | 2,328 | $217K | 0.10% | SOLD |
| 12 | KR | KROGER CO | Consumer Defensive | 2,986 | $216K | 0.10% | SOLD |
| 13 | TXN | TEXAS INSTRS INC | Technology | 1,038 | $202K | 0.09% | SOLD |
| 14 | NXDR | NEXTDOOR HOLDINGS INC | Communication Services | 10,500 | $15K | 0.01% | SOLD |
Sector Allocation
Technology
37.5%
Financial Services
19.2%
Energy
8.4%
Communication Services
7.4%
Industrials
7.3%
Healthcare
6.6%
Consumer Defensive
5.3%
Consumer Cyclical
2.9%
Real Estate
2.8%
Basic Materials
1.5%