Sponsored

The Analysis of MOR Wealth Management, LLC's Holdings & P&L

Currently, MOR Wealth Management, LLC holds 103 types of securities in its portfolio with a total value $218.0M. In the most recent quarter, they have increased their positions in IWF (+6.4K shares, valued at $2.7M), SPHQ (+22.7K shares, valued at $1.7M), N/A (+4.2K shares, valued at $828.7K); decreased their positions in TPL (-1.9K shares, valued at $884.6K), AMAT (-1.6K shares, valued at $550.6K), SCHD (-15.9K shares, valued at $487.4K); initiated new positions in N/A (+4.2K shares, valued at $828.7K), WMT (+3.6K shares, valued at $441.3K), N/A (+27.2K shares, valued at $434.3K).

1M P&L

+3.3M+1.49%

3M P&L

-97.4M-30.02%

HY P&L

-103.0M-31.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A156.2M

77.6%

2Consumer Electronics6.7M

3.3%

3Semiconductors6.2M

3.1%

Top Industries by Stock Count

1N/A42 stocks

46.2%

2Semiconductors4 stocks

4.4%

3Credit Services3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR866.0K shares0.23%2026-03-312026-04-27

IWF ISHARES TR53.4K shares13.66%2026-03-312026-04-27

DGRW WISDOMTREE TR220.3K shares3.99%2026-03-312026-04-27

LVHI LEGG MASON ETF INVT458.6K shares1.30%2026-03-312026-04-27

SPHQ INVESCO EXCHANGE TRADED FD T217.9K shares11.64%2026-03-312026-04-27

VO VANGUARD INDEX FDS38.0K shares-0.15%2026-03-312026-04-27

AAPL APPLE INC26.5K shares-0.81%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND29.6K shares0.00%2026-03-312026-04-27

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI11.6K shares-13.87%2026-03-312026-04-27

NVDA NVIDIA CORPORATION27.6K shares-0.53%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F78.8K shares-3.43%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR37.2K shares-1.66%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR132.9K shares-10.68%2026-03-312026-04-27

ESML ISHARES TR80.3K shares0.15%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR6.0K shares0.00%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T5.3K shares4.40%2026-03-312026-04-27

Sponsored

IJH ISHARES TR49.6K shares-0.38%2026-03-312026-04-27

ALPHABET INC ALPHABET INC9.8K shares0.00%2026-03-312026-04-27

VTV VANGUARD INDEX FDS13.9K shares-0.26%2026-03-312026-04-27

IBRX IMMUNITYBIO INC283.2K shares13.63%2026-03-312026-04-27

MSFT MICROSOFT CORP5.3K shares0.32%2026-03-312026-04-27

PG PROCTER & GAMBLE CO13.4K shares-2.63%2026-03-312026-04-27

AMZN AMAZON COM INC9.1K shares-2.35%2026-03-312026-04-27

VTI VANGUARD INDEX FDS5.8K shares0.28%2026-03-312026-04-27

Sponsored

LLY ELI LILLY & CO1.9K shares-0.32%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS7.3K shares0.00%2026-03-312026-04-27

AOA ISHARES TR16.0K shares3.06%2026-03-312026-04-27

META META PLATFORMS INC2.4K shares8.40%2026-03-312026-04-27

PBT PERMIAN BASIN RTY TR52.5K shares0.00%2026-03-312026-04-27

VGT VANGUARD WORLD FD1.6K shares-1.26%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION1.1K shares-5.84%2026-03-312026-04-27

IWD ISHARES TR4.5K shares0.00%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC3.3K shares-0.51%2026-03-312026-04-27

PWR QUANTA SVCS INC1.6K shares-3.55%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares6.55%2026-03-312026-04-27

GLW CORNING INC6.2K shares-12.25%2026-03-312026-04-27

ASTRAZENECA PLC ASTRAZENECA PLC4.2K sharesnew addition2026-03-312026-04-27

AVDE AMERICAN CENTY ETF TR9.2K shares15.68%2026-03-312026-04-27

VLU SPDR SERIES TRUST3.6K shares0.00%2026-03-312026-04-27

NFLX NETFLIX INC.7.8K shares9.26%2026-03-312026-04-27

Sponsored

SPYG SPDR SERIES TRUST7.5K shares237.56%2026-03-312026-04-27

SHOP SHOPIFY INC5.7K shares2.21%2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.3K shares7.08%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC5.1K shares-11.50%2026-03-312026-04-27

RWL INVESCO EXCH TRADED FD TR II5.3K shares-8.41%2026-03-312026-04-27

ORCL ORACLE CORP4.0K shares-13.49%2026-03-312026-04-27

HEFA ISHARES TR13.9K shares0.00%2026-03-312026-04-27

AOR ISHARES TR8.9K shares4.99%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.3K shares-15.24%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II2.3K shares13.61%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO1.8K shares-8.10%2026-03-312026-04-27

VOE VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-04-27

XYLD GLOBAL X FDS13.0K shares-2.25%2026-03-312026-04-27

AMAT APPLIED MATLS INC1.4K shares-52.99%2026-03-312026-04-27

PL PLANET LABS PBC16.9K shares0.00%2026-03-312026-04-27

WMT WALMART INC3.6K sharesnew addition2026-03-312026-04-27

Sponsored

BITWISE CHAINLINK ETF BITWISE CHAINLINK ETF27.2K sharesnew addition2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC3.8K shares-8.33%2026-03-312026-04-27

VUG VANGUARD INDEX FDS987 shares-31.08%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.7K shares0.00%2026-03-312026-04-27

CRM SALESFORCE INC2.3K sharesnew addition2026-03-312026-04-27

VONG VANGUARD SCOTTSDALE FDS3.8K shares-23.94%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO1.4K shares40.90%2026-03-312026-04-27

BE BLOOM ENERGY CORP2.9K shares-9.27%2026-03-312026-04-27

Sponsored

BROADCOM INC BROADCOM INC1.3K sharesnew addition2026-03-312026-04-27

GRAYSCALE CHAINLINK TR ETF GRAYSCALE CHAINLINK TR ETF50.4K shares34.24%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP3.8K shares35.89%2026-03-312026-04-27

ROCKET LAB CORP ROCKET LAB CORP5.5K shares0.00%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF9.0K shares-35.81%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I1.2K sharesnew addition2026-03-312026-04-27

VBR VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-27

DGRO ISHARES TR4.7K shares-0.55%2026-03-312026-04-27

Sponsored

CRWD CROWDSTRIKE HLDGS INC833 shares0.00%2026-03-312026-04-27

QCOM QUALCOMM INC2.5K sharesnew addition2026-03-312026-04-27

FNDE SCHWAB STRATEGIC TR8.1K sharesnew addition2026-03-312026-04-27

ESGD ISHARES TR3.2K shares0.00%2026-03-312026-04-27

AMGN AMGEN INC850 sharesnew addition2026-03-312026-04-27

DHS WISDOMTREE TR2.7K shares0.00%2026-03-312026-04-27

CAT CATERPILLAR INC414 shares0.00%2026-03-312026-04-27

XHB SPDR SERIES TRUST2.9K shares0.00%2026-03-312026-04-27

Sponsored

VOT VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-27

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.7K shares-19.25%2026-03-312026-04-27

MP MP MATERIALS CORP5.4K shares0.00%2026-03-312026-04-27

SO SOUTHERN CO2.7K shares-28.70%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC599 shares-58.80%2026-03-312026-04-27

FIS FIDELITY NATL INFORMATION SV5.3K shares-13.19%2026-03-312026-04-27

TSLA TESLA INC665 shares0.00%2026-03-312026-04-27

DGX QUEST DIAGNOSTICS INC1.2K shares-19.01%2026-03-312026-04-27

Sponsored

SCHM SCHWAB STRATEGIC TR7.9K shares4.68%2026-03-312026-04-27

VCR VANGUARD WORLD FD664 shares0.00%2026-03-312026-04-27

PSX PHILLIPS 661.3K shares-25.24%2026-03-312026-04-27

TMUS T-MOBILE US INC1.0K shares-10.00%2026-03-312026-04-27

SHEL SHELL PLC2.3K shares-24.56%2026-03-312026-04-27

KR KROGER CO3.0K shares-14.39%2026-03-312026-04-27

V VISA INC694 shares0.00%2026-03-312026-04-27

PEP PEPSICO INC1.3K sharesnew addition2026-03-312026-04-27

Sponsored

VB VANGUARD INDEX FDS784 shares0.00%2026-03-312026-04-27

OMFL INVESCO EXCH TRD SLF IDX FD3.4K shares0.00%2026-03-312026-04-27

NBIS NEBIUS GROUP N.V.2.0K sharesnew addition2026-03-312026-04-27

TXN TEXAS INSTRS INC1.0K shares-45.57%2026-03-312026-04-27

XMMO INVESCO EXCHANGE TRADED FD T1.4K shares-15.28%2026-03-312026-04-27

ABCL ABCELLERA BIOLOGICS INC33.0K shares0.00%2026-03-312026-04-27

NXDR NEXTDOOR HOLDINGS INC10.5K shares0.00%2026-03-312026-04-27

SCHG

SCHWAB STRATEGIC TR

0.23%

Shares866.0K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

13.66%

Shares53.4K

Event2026-03-31

Filed2026-04-27

DGRW

WISDOMTREE TR

3.99%

Shares220.3K

Event2026-03-31

Filed2026-04-27

LVHI

LEGG MASON ETF INVT

1.30%

Shares458.6K

Event2026-03-31

Filed2026-04-27

SPHQ

INVESCO EXCHANGE TRADED FD T

11.64%

Shares217.9K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-0.15%

Shares38.0K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.81%

Shares26.5K

Event2026-03-31

Filed2026-04-27

ACCENTURE PLC IRELAND

0.00%

Shares29.6K

Event2026-03-31

Filed2026-04-27

TPL

TEXAS PACIFIC LAND CORPORATI

-13.87%

Shares11.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-0.53%

Shares27.6K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

-3.43%

Shares78.8K

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

-1.66%

Shares37.2K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

-10.68%

Shares132.9K

Event2026-03-31

Filed2026-04-27

ESML

ISHARES TR

0.15%

Shares80.3K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

4.40%

Shares5.3K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

-0.38%

Shares49.6K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-0.26%

Shares13.9K

Event2026-03-31

Filed2026-04-27

IBRX

IMMUNITYBIO INC

13.63%

Shares283.2K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.32%

Shares5.3K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

-2.63%

Shares13.4K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-2.35%

Shares9.1K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.28%

Shares5.8K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-0.32%

Shares1.9K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-27

AOA

ISHARES TR

3.06%

Shares16.0K

Event2026-03-31

Filed2026-04-27