HoldingsChannel.com
| Entity | Amount | Change
06/30/2024 to 09/30/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP COM |
67,404 | +20,061 | $29,004 |
| MSFT | 67,404 | +20,061 | $29,004 |
| NVIDIA CORPORATION COM |
202,054 | +1,374 | $24,537 |
| NVDA | 202,054 | +1,374 | $24,537 |
| META PLATFORMS INC CL A |
30,741 | -66 | $17,598 |
| META | 30,741 | -66 | $17,598 |
| AMAZON COM INC COM |
84,088 | -1,714 | $15,668 |
| AMZN | 84,088 | -1,714 | $15,668 |
| ALPHABET INC CAP STK CL A |
83,368 | -5,189 | $13,827 |
| GOOGL | 83,368 | -5,189 | $13,827 |
| HOME DEPOT INC COM |
30,497 | +3,493 | $12,357 |
| HD | 30,497 | +3,493 | $12,357 |
| BROADCOM INC COM |
65,859 | +59,254 | $11,361 |
| AVGO | 65,859 | +59,254 | $11,361 |
| UNITED RENTALS INC COM |
13,850 | -128 | $11,215 |
| URI | 13,850 | -128 | $11,215 |
| UNITEDHEALTH GROUP INC COM |
17,593 | -38 | $10,286 |
| UNH | 17,593 | -38 | $10,286 |
| ELI LILLY & CO COM |
11,019 | +109 | $9,762 |
| LLY | 11,019 | +109 | $9,762 |
| EVERCORE INC CLASS A |
36,800 | +1,271 | $9,323 |
| EVR | 36,800 | +1,271 | $9,323 |
| APPLE INC COM |
38,943 | +1,795 | $9,074 |
| AAPL | 38,943 | +1,795 | $9,074 |
| EXXON MOBIL CORP COM |
73,158 | +6,439 | $8,576 |
| XOM | 73,158 | +6,439 | $8,576 |
| INTUITIVE SURGICAL INC COM NEW |
16,821 | -281 | $8,264 |
| ISRG | 16,821 | -281 | $8,264 |
| AUTOZONE INC COM |
2,550 | -73 | $8,033 |
| AZO | 2,550 | -73 | $8,033 |
| KLA CORP COM NEW |
10,363 | -281 | $8,025 |
| KLAC | 10,363 | -281 | $8,025 |
 APOLLO GLOBAL MGMT INC COM |
$7,864 | ||
| APO | 37,297 | +313 | $4,659 |
| APO.PRA | 48,295 | +2,345 | $3,205 |
| THERMO FISHER SCIENTIFIC INC COM |
11,826 | -172 | $7,315 |
| TMO | 11,826 | -172 | $7,315 |
| BOOKING HOLDINGS INC COM |
1,633 | -11 | $6,878 |
| BKNG | 1,633 | -11 | $6,878 |
| COSTCO WHSL CORP NEW COM |
7,481 | +1,254 | $6,632 |
| COST | 7,481 | +1,254 | $6,632 |
| LINDE PLC SHS |
13,661 | -553 | $6,514 |
| LIN | 13,661 | -553 | $6,514 |
| PALO ALTO NETWORKS INC COM |
18,993 | -125 | $6,492 |
| PANW | 18,993 | -125 | $6,492 |
| MICRON TECHNOLOGY INC COM |
58,011 | -4,598 | $6,016 |
| MU | 58,011 | -4,598 | $6,016 |
| REGENERON PHARMACEUTICALS COM |
4,807 | +43 | $5,053 |
| REGN | 4,807 | +43 | $5,053 |
| NETFLIX INC COM |
6,820 | +93 | $4,837 |
| NFLX | 6,820 | +93 | $4,837 |
| VERTEX PHARMACEUTICALS INC COM |
9,977 | -138 | $4,640 |
| VRTX | 9,977 | -138 | $4,640 |
| MASTERCARD INCORPORATED CL A |
9,089 | -260 | $4,488 |
| MA | 9,089 | -260 | $4,488 |
| ADOBE INC COM |
8,494 | +2,088 | $4,398 |
| ADBE | 8,494 | +2,088 | $4,398 |
| CINTAS CORP COM |
21,229 | +15,919 | $4,371 |
| CTAS | 21,229 | +15,919 | $4,371 |
| ADVANCED MICRO DEVICES INC COM |
26,046 | -3,593 | $4,274 |
| AMD | 26,046 | -3,593 | $4,274 |
| INTERCONTINENTAL EXCHANGE INC COM (ICE) |
26,349 | -2,345 | $4,233 |
| ICE | 26,349 | -2,345 | $4,233 |
| DIAMONDBACK ENERGY INC COM |
23,730 | -183 | $4,091 |
| FANG | 23,730 | -183 | $4,091 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW |
$4,061 | ||
| BRK.B | 8,823 | +1,401 | $4,061 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) |
65,652 | +31,137 | $3,606 |
| JEPQ | 65,652 | +31,137 | $3,606 |
| GE AEROSPACE COM NEW |
18,616 | +4,320 | $3,511 |
| GE | 18,616 | +4,320 | $3,511 |
| CHEVRON CORP NEW COM |
23,823 | -2,124 | $3,508 |
| CVX | 23,823 | -2,124 | $3,508 |
| ONTO INNOVATION INC COM |
16,749 | +1,010 | $3,476 |
| ONTO | 16,749 | +1,010 | $3,476 |
| D R HORTON INC COM |
17,763 | +1,835 | $3,389 |
| DHI | 17,763 | +1,835 | $3,389 |
| IRON MTN INC DEL COM |
28,010 | -105 | $3,328 |
| IRM | 28,010 | -105 | $3,328 |
| JOHNSON & JOHNSON COM |
20,028 | -5 | $3,246 |
| JNJ | 20,028 | -5 | $3,246 |
| MERCK & CO INC COM |
27,404 | -14,932 | $3,112 |
| MRK | 27,404 | -14,932 | $3,112 |
| FIRST SOLAR INC COM |
12,449 | +1,199 | $3,105 |
| FSLR | 12,449 | +1,199 | $3,105 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS |
17,703 | +9,683 | $3,074 |
| TSM | 17,703 | +9,683 | $3,074 |
| ISHARES 20 YEAR TREASURY BOND ETF (TLT) |
29,851 | +29,851 | $2,928 |
| TLT | 29,851 | +29,851 | $2,928 |
| NXP SEMICONDUCTORS N V COM |
11,420 | +10 | $2,741 |
| NXPI | 11,420 | +10 | $2,741 |
| TRANSDIGM GROUP INC COM |
1,882 | -4 | $2,686 |
| TDG | 1,882 | -4 | $2,686 |
| SHERWIN WILLIAMS CO COM |
6,957 | -100 | $2,655 |
| SHW | 6,957 | -100 | $2,655 |
| PFIZER INC COM |
91,521 | +91,521 | $2,649 |
| PFE | 91,521 | +91,521 | $2,649 |
| ORACLE CORP COM |
15,200 | +15,200 | $2,590 |
| ORCL | 15,200 | +15,200 | $2,590 |
| DELL TECHNOLOGIES INC CL C |
21,223 | +13,646 | $2,516 |
| DELL | 21,223 | +13,646 | $2,516 |
See Full List: All Stocks Held By Morse Asset Management Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Morse Asset Management Inc
|
Size ($ in 1000's)
At 09/30/2024: $463,300 At 06/30/2024: $412,586 Morse Asset Management Inc AUM history Morse Asset Management Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Morse Asset Management Inc 13F filings. Link to 13F filings: SEC filings |
