Mor Wealth Management, LLC Purchases in Q4 2025

Mor Wealth Management, LLC

  • $219 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
864K
New
$31.41 - $33.69 $27.1M - $29.1M
864K $28.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
47K
New
$459.47 - $491.71 $21.6M - $23.1M
47K $22.3B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
212K
New
$87.0 - $90.6 $18.4M - $19.2M
212K $18.9B
LVHI
Franklin International Low Vol

ETFs
453K
New
$34.73 - $36.81 $15.7M - $16.7M
453K $16.7B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
195K
New
$72.21 - $75.0 $14.1M - $14.6M
195K $14.6B
VO
Vanguard Mid Cap ETF

ETFs
38.1K
New
$286.27 - $296.23 $10.9M - $11.3M
38.1K $11B
ACN
Accenture PLC

Technology
29.6K
New
$234.02 - $253.35 $6.94M - $7.51M
29.6K $7.95B
AAPL
Apple Inc.

Technology
26.7K
New
$245.27 - $275.25 $6.55M - $7.35M
26.7K $7.25B
NVDA
Nvidia Corp

Technology
27.7K
New
$179.83 - $207.04 $4.99M - $5.74M
27.7K $5.17B
JEPI
J P Morgan Exchange Traded Fd

ETFs
81.6K
New
$56.0 - $57.6 $4.57M - $4.7M
81.6K $4.67B
TPL
Texas Pacific Land Corp

Energy
13.4K
New
$889.25 - $1022.65 $11.9M - $13.7M
13.4K $3.86B
AVUV
American Centy ETF Tr Avantis

ETFs
37.8K
New
$95.19 - $100.66 $3.6M - $3.8M
37.8K $3.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.01K
New
$589.5 - $635.77 $3.54M - $3.82M
6.01K $3.69B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
80.1K
New
$43.95 - $46.24 $3.52M - $3.71M
80.1K $3.69B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.1K
New
$653.02 - $687.39 $3.33M - $3.5M
5.1K $3.47B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
49.8K
New
$63.25 - $66.24 $3.15M - $3.3M
49.8K $3.29B
GOOGL
Alphabet Inc.

Communication Services
9.84K
New
$236.57 - $291.31 $2.33M - $2.87M
9.84K $3.08B
VTV
Vanguard Value ETF

ETFs
14K
New
$182.87 - $189.72 $2.56M - $2.65M
14K $2.67B
MSFT
Microsoft Corp

Technology
5.28K
New
$496.82 - $542.07 $2.62M - $2.86M
5.28K $2.55B
AMZN
Amazon Com Inc

Consumer Cyclical
9.27K
New
$213.04 - $254.0 $1.97M - $2.35M
9.27K $2.14B
LLY
Eli Lilly & CO

Healthcare
1.87K
New
$799.57 - $1025.28 $1.5M - $1.92M
1.87K $2.01B
PG
Procter & Gamble CO

Consumer Defensive
13.8K
New
$145.5 - $153.18 $2.01M - $2.11M
13.8K $1.98B
VTI
Vanguard Total Stock Market Et

ETFs
5.8K
New
$321.8 - $337.95 $1.87M - $1.96M
5.8K $1.95B
VIG
Vanguard Dividend Appreciation

ETFs
7.32K
New
N/A
7.32K $1.61B
META
Meta Platforms, Inc.

Communication Services
2.23K
New
$609.01 - $751.67 $1.36M - $1.67M
2.23K $1.47B
AOA
Ishares Tr Core Aggressive All

ETFs
15.5K
New
$86.51 - $90.12 $1.34M - $1.4M
15.5K $1.39B
VGT
Vanguard Information Technolog

ETFs
1.59K
New
$736.33 - $801.52 $1.17M - $1.27M
1.59K $1.2B
GOOG
Alphabet Inc.

Communication Services
3.36K
New
$237.49 - $291.74 $798K - $980K
3.36K $1.05B
COST
Costco Wholesale Corp

Consumer Defensive
1.13K
New
$910.94 - $954.99 $1.03M - $1.08M
1.13K $975M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.55K
New
$199.44 - $208.01 $907K - $946K
4.55K $957M
ORCL
Oracle Corp

Technology
4.68K
New
$217.57 - $313.0 $1.02M - $1.46M
4.68K $911M
SHOP
Shopify Inc.

Technology
5.61K
New
$146.04 - $179.01 $819K - $1M
5.61K $902M
PBT
Permian Basin Royalty Trust

Energy
52.5K
New
$16.94 - $20.44 $890K - $1.07M
52.5K $892M
IBM
International Business Machines Corp

Technology
2.76K
New
$275.97 - $314.98 $761K - $868K
2.76K $816M
AMAT
Applied Materials Inc

Technology
3.04K
New
$209.95 - $240.89 $638K - $732K
3.04K $781M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
3.61K
New
$198.65 - $208.01 $717K - $750K
3.61K $760M
Arista Networks Inc
5.72K
New
N/A
5.72K $749M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.37K
New
$280.66 - $305.09 $664K - $722K
2.37K $719M
AXP
American Express CO

Financial Services
1.94K
New
$316.26 - $372.77 $613K - $722K
1.94K $717M
PWR
Quanta Services, Inc.

Industrials
1.69K
New
$412.21 - $453.83 $696K - $767K
1.69K $713M
Ishares Bitcoin Trust ETF
14.1K
New
N/A
14.1K $699M
VUG
Vanguard Growth ETF

ETFs
1.43K
New
$470.44 - $504.26 $674K - $722K
1.43K $699M
MA
Mastercard Inc

Financial Services
1.17K
New
$536.85 - $580.45 $630K - $681K
1.17K $670M
NFLX
Netflix Inc

Communication Services
7.13K
New
$110.29 - $1241.35 $786K - $8.85M
7.13K $669M
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.75K
New
$108.48 - $113.54 $623K - $652K
5.75K $658M
AVDE
American Centy ETF Tr Avantis

ETFs
7.97K
New
$77.65 - $81.2 $619K - $647K
7.97K $656M
BX
Blackstone Inc.

Financial Services
4.12K
New
$138.42 - $168.45 $570K - $694K
4.12K $635M
GLW
Corning Inc

Technology
7.11K
New
$82.06 - $90.29 $584K - $642K
7.11K $623M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.01K
New
$118.2 - $126.51 $593K - $634K
5.01K $610M
Activity Summary
Buys All Purchases 105 New Holdings 105 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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