MOR Wealth Management, LLC
Top Portfolio Positions
62 positions ·
$64,665,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
26,469 | $6,717,567 | 10.39% | |
| ACN |
Accenture plc
Technology
|
29,641 | $5,877,513 | 9.09% | |
| TPL |
Texas Pacific Land Corp
Energy
|
11,573 | $5,492,082 | 8.49% | |
| NVDA |
Nvidia Corp
Technology
|
27,587 | $4,811,172 | 7.44% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,010 | $3,468,851 | 5.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,319 | $3,459,158 | 5.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,838 | $2,829,015 | 4.37% | |
| IBRX |
ImmunityBio, Inc.
Healthcare
|
283,247 | $2,172,504 | 3.36% | |
| MSFT |
Microsoft Corp
Technology
|
5,300 | $1,961,901 | 3.03% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
13,420 | $1,938,384 | 3.00% |
Portfolio Trend
2 quarters · across all stocks
Holdings in ABCL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,170 | 33,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $112,860 | 33,000 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||