Top 36 Morgan Jess S & Co Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPXU | PROSHARES TR | 10.52% | 539.3K | $12K | โ | โ | โ | 2022-09-30 |
| QQQ | INVESCO QQQ TR | 4.75% | 20.4K | $5K | โ | โ | โ | 2022-09-30 |
| SQQQPS | PROSHARES TR | 4.53% | 84.9K | $5K | โ | โ | โ | 2022-09-30 |
| DBC | INVESCO DB COMMDY INDX TRCK | 4.27% | 205.4K | $5K | โ | โ | โ | 2022-09-30 |
| UNH | UNITEDHEALTH GROUP INC | 4.14% | 9.4K | $5K | โ | โ | โ | 2022-09-30 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 3.99% | 180.9K | $5K | โ | โ | โ | 2022-09-30 |
| AAPL | APPLE INC | 3.96% | 33.0K | $5K | โ | โ | โ | 2022-09-30 |
| PEP | PEPSICO INC | 3.75% | 26.4K | $4K | โ | โ | โ | 2022-09-30 |
| JNJ | JOHNSON & JOHNSON | 3.6% | 25.3K | $4K | โ | โ | โ | 2022-09-30 |
| XBI | SPDR SER TR | 3.49% | 50.5K | $4K | โ | โ | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Morgan Jess S & Co Inc reports $114.93K in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are SPXU (10.5%), QQQ (4.8%) and SQQQPS (4.5%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Morgan Jess S & Co Incโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1133335). View Morgan Jess S & Co Incโs 13F filings on SEC