StockDriftsStockDriftsTop 50 MOR Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 11.57% | 866.0K | $25.2M | +0.23%(+2.00K) | $32.26(+6.38%) | 2026-03-31 | |
| IWF | ISHARES TR | 10.45% | 53.4K | $22.8M | +13.66%(+6.42K) | $468.33(-73.46%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 8.88% | 220.3K | $19.4M | +3.99%(+8.46K) | $89.17(+7.29%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 8.53% | 458.6K | $18.6M | +1.30%(+5.89K) | $35.82(+14.98%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7.51% | 217.9K | $16.4M | +11.64%(+22.71K) | $74.25(+10.96%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.01% | 38.0K | $10.9M | -0.15%(-56) | $72.99(+5.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.08% | 26.5K | $6.7M | -0.81%(-216) | $263.24(+13.53%) | 2026-03-31 | |
| ACN | ACCENTURE PLC IRELAND | 2.7% | 29.6K | $5.9M | +0.00%(+0) | $257.45(-37.99%) | 2026-03-31 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 2.52% | 11.6K | $5.5M | -13.87%(-1.86K) | $299.22(+29.17%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.21% | 27.6K | $4.8M | -0.53%(-146) | $186.54(+21.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.29% | -27.80% |
| Top 20 Holdings Unweighted | -0.58% | -1.73% |
Sign up free to track MOR Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.