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
HEFA
Ishares Currency Hedged Msci E

ETFs
13.9K
New
$39.63 - $41.86 $549K - $580K
13.9K $573M
TT
Trane Technologies PLC

Industrials
1.45K
New
$408.5 - $448.65 $594K - $652K
1.45K $566M
AOR
Ishares Tr Core Growth Allocat

ETFs
8.52K
New
$63.43 - $65.6 $540K - $559K
8.52K $554M
XYLD
Global X Fds S&P 500 Covered C

ETFs
13.3K
New
$38.94 - $40.08 $520K - $535K
13.3K $542M
AZN
Astrazeneca PLC

Healthcare
5.73K
New
$81.15 - $89.4 $465K - $512K
5.73K $526M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2K
New
$242.67 - $261.79 $485K - $523K
2K $505M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.8K
New
$169.53 - $176.53 $475K - $494K
2.8K $497M
IBRX
Immunity Bio, Inc.

Healthcare
249K
New
$2.0 - $2.66 $499K - $663K
249K $494M
GLNK
Grayscale Chainlink Trust (Link)
37.5K
New
$19.95 - $33.51 $749K - $1.26M
37.5K $409M
FIS
Fidelity National Information Services, Inc.

Technology
6.13K
New
$61.5 - $68.57 $377K - $420K
6.13K $407M
CRWD
Crowd Strike Holdings, Inc.

Technology
833
New
$482.23 - $557.53 $402K - $464K
833 $390M
Jacobs Solutions Inc
2.93K
New
N/A
2.93K $388M
Rocket Lab Corp
5.5K
New
N/A
5.5K $384M
JNJ
Johnson & Johnson

Healthcare
1.73K
New
$185.98 - $199.58 $322K - $346K
1.73K $359M
PL
Planet Labs Pbc

Industrials
16.9K
New
$11.4 - $15.68 $193K - $265K
16.9K $333M
TXN
Texas Instruments Inc

Technology
1.91K
New
N/A
1.91K $331M
VBR
Vanguard Small Cap Value ETF

ETFs
1.56K
New
$201.42 - $211.15 $313K - $328K
1.56K $329M
DGRO
Ishares Core Dividend Growth E

ETFs
4.71K
New
$66.93 - $69.17 $315K - $326K
4.71K $327M
SO
Southern CO

Utilities
3.74K
New
$90.58 - $99.72 $339K - $373K
3.74K $326M
JPM
Jpmorgan Chase & CO

Financial Services
1K
New
$294.11 - $320.41 $294K - $320K
1K $322M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.22K
New
$91.84 - $96.06 $295K - $309K
3.22K $306M
TSLA
Tesla, Inc.

Consumer Cyclical
665
New
$401.99 - $468.37 $267K - $311K
665 $299M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.9K
New
$103.32 - $112.12 $299K - $325K
2.9K $298M
DD
Du Pont De Nemours, Inc.

Basic Materials
7.33K
New
$34.69 - $82.16 $254K - $602K
7.33K $295M
ZS
Zscaler, Inc.

Technology
1.31K
New
$292.75 - $336.27 $383K - $440K
1.31K $294M
Astera Labs Inc
1.77K
New
N/A
1.77K $294M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.03K
New
$279.76 - $298.12 $289K - $308K
1.03K $288M
BE
Bloom Energy Corp

Industrials
3.24K
New
$86.06 - $142.37 $278K - $461K
3.24K $281M
MRVL
Marvell Technology, Inc.

Technology
3.29K
New
$81.05 - $93.74 $267K - $309K
3.29K $280M
SCHW
Schwab Charles Corp

Financial Services
2.78K
New
$91.91 - $97.71 $255K - $271K
2.78K $278M
DHS
Wisdomtree Tr U.S

ETFs
2.72K
New
$97.62 - $101.16 $266K - $276K
2.72K $277M
MP
Mp Materials Corp.

Basic Materials
5.4K
New
$51.95 - $98.65 $281K - $533K
5.4K $273M
DGX
Quest Diagnostics Inc

Healthcare
1.54K
New
N/A
1.54K $267M
VCR
Vanguard Consumer Discretionar

ETFs
664
New
$376.54 - $399.33 $250K - $265K
664 $262M
AMP
Ameriprise Financial Inc

Financial Services
525
New
$440.8 - $497.79 $231K - $261K
525 $257M
V
Visa Inc.

Financial Services
694
New
$325.75 - $352.42 $226K - $245K
694 $243M
CAT
Caterpillar Inc

Industrials
414
New
$480.82 - $585.49 $199K - $242K
414 $237M
SPYG
Spdr Portfolio

ETFs
2.21K
New
$102.4 - $109.39 $226K - $242K
2.21K $236M
TMUS
T Mobile Us, Inc.

Communication Services
1.16K
New
$201.01 - $233.26 $233K - $271K
1.16K $236M
CSX
Csx Corp

Industrials
6.37K
New
$34.88 - $36.67 $222K - $234K
6.37K $231M
SHEL
Shell PLC

Energy
3.09K
New
$71.37 - $77.01 $220K - $238K
3.09K $227M
DASH
Door Dash, Inc.

Communication Services
1K
New
$195.21 - $281.74 $195K - $282K
1K $226M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.64K
New
$132.67 - $138.39 $217K - $226K
1.64K $226M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.51K
New
$28.9 - $30.17 $217K - $226K
7.51K $226M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
3.51K
New
$58.42 - $61.89 $205K - $217K
3.51K $225M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.13K
New
$211.58 - $234.2 $238K - $264K
1.13K $223M
PSX
Phillips 66

Energy
1.7K
New
$126.76 - $142.32 $215K - $241K
1.7K $219M
KR
Kroger CO

Consumer Defensive
3.49K
New
$63.15 - $69.15 $220K - $241K
3.49K $218M
KIM
Kimco Realty Corp

Real Estate
10.6K
New
$20.24 - $22.41 $215K - $238K
10.6K $215M
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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