Morse Asset Management, Inc Purchases in Q2 2025

Morse Asset Management, Inc

  • $421 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 3.43%
$210.28 - $289.91 $18.5K - $25.5K
2.66K $770K
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
21.4K
+ 48.85%
$6.58 - $7.16 $141K - $153K
65.2K $437K
PNF
Pimco New York Municipal Income Fund

Financial Services
18K
New
$6.73 - $7.6 $121K - $137K
18K $125K
TJX
Tjx Companies Inc

Consumer Cyclical
848
+ 8.56%
$119.13 - $135.03 $101K - $115K
10.8K $1.33M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.7K
+ 12.35%
$83.97 - $92.85 $143K - $158K
15.5K $1.37M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
19.5K
+ 432.0%
$5.26 - $5.78 $103K - $113K
24K $128K
BHK
Blackrock Core Bond Trust

Financial Services
11.6K
+ 99.43%
$9.5 - $11.0 $111K - $128K
23.3K $226K
PIPR
Piper Sandler Companies

Financial Services
140
+ 7.37%
$210.78 - $281.82 $29.5K - $39.5K
2.04K $566K
CRDO
Credo Technology Group Holding LTD

Technology
1K
New
$33.3 - $95.05 $33.3K - $95.1K
1K $92K
CRS
Carpenter Technology Corp

Industrials
40
+ 4.99%
$151.3 - $276.38 $6.05K - $11.1K
842 $232K
MMM
3 M CO

Industrials
185
+ 1.83%
$126.09 - $154.15 $23.3K - $28.5K
10.3K $1.57M
EQH
Equitable Holdings, Inc.

Financial Services
490
+ 4.02%
$43.98 - $56.1 $21.6K - $27.5K
12.7K $711K
CCL
Carnival Corp

Consumer Cyclical
1.65K
+ 82.5%
$16.43 - $28.12 $27.1K - $46.4K
3.65K $102K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
668
+ 11.04%
$27.13 - $45.27 $18.1K - $30.2K
6.72K $302K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
650
+ 8.67%
$26.99 - $33.86 $17.5K - $22K
8.15K $273K
AMP
Ameriprise Financial Inc

Financial Services
80
New
$422.19 - $533.73 $33.8K - $42.7K
80 $42K
WFC
Wells Fargo & Company

Financial Services
451
+ 184.84%
$60.98 - $80.12 $27.5K - $36.1K
695 $55K
SYK
Stryker Corp

Healthcare
10
+ 0.7%
$337.37 - $395.63 $3.37K - $3.96K
1.43K $565K
NFG
National Fuel Gas CO

Energy
425
New
$73.0 - $86.01 $31K - $36.6K
425 $36K
GOOG
Alphabet Inc.

Communication Services
68
+ 6.87%
$146.58 - $180.01 $9.97K - $12.2K
1.06K $187K
V
Visa Inc.

Financial Services
90
+ 27.61%
$308.27 - $373.31 $27.7K - $33.6K
416 $147K
PAA
Plains All American Pipeline LP

Energy
6K
+ 12.9%
$16.03 - $20.28 $96.2K - $122K
52.5K $961K
INGR
Ingredion Inc

Consumer Defensive
200
New
$123.22 - $140.95 $24.6K - $28.2K
200 $27K
KKR
Kkr & Co. Inc.

Financial Services
185
New
$92.79 - $134.29 $17.2K - $24.8K
185 $24K
ETN
Eaton Corp PLC

Industrials
55
+ 110.0%
$246.52 - $356.99 $13.6K - $19.6K
105 $37K
URTY
Proshares Trust Proshrs Ultrap

ETFs
116
+ 3.59%
$22.44 - $39.37 $2.6K - $4.57K
3.34K $131K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
1.92K
+ 347.73%
$10.82 - $11.98 $20.7K - $23K
2.47K $27K
KD
Kyndryl Holdings, Inc.

Technology
475
New
$27.77 - $41.96 $13.2K - $19.9K
475 $19K
JCI
Johnson Controls International PLC

Industrials
133
+ 106.4%
$71.14 - $105.62 $9.46K - $14K
258 $27K
KO
Coca Cola CO

Consumer Defensive
400
+ 2.94%
$68.37 - $73.9 $27.3K - $29.6K
14K $989K
ASML
Asml Holding Nv

Technology
17
+ 283.33%
$595.37 - $815.24 $10.1K - $13.9K
23 $18K
C
Citigroup Inc

Financial Services
157
New
$58.13 - $85.12 $9.13K - $13.4K
157 $13K
RTX
Raytheon Technologies Corp

Industrials
73
+ 42.94%
$113.75 - $148.48 $8.3K - $10.8K
243 $35K
BAC
Bank Of America Corp

Financial Services
205
+ 57.91%
$34.39 - $47.46 $7.05K - $9.73K
559 $26K
ABT
Abbott Laboratories

Healthcare
75
+ 170.45%
$123.95 - $138.08 $9.3K - $10.4K
119 $16K
WMT
Walmart Inc.

Consumer Defensive
84
+ 43.08%
$81.79 - $99.98 $6.87K - $8.4K
279 $27K
FAS
Direxion Daily Financial Bull

ETFs
40
+ 19.23%
$105.31 - $168.6 $4.21K - $6.74K
248 $41K
SCHW
Schwab Charles Corp

Financial Services
91
New
$69.06 - $91.24 $6.28K - $8.3K
91 $8K
TM
Toyota Motor Corp

Consumer Cyclical
49
New
$158.63 - $195.39 $7.77K - $9.57K
49 $8K
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 1.1%
$74.88 - $91.97 $749 - $920
921 $84K
PFE
Pfizer Inc

Healthcare
290
+ 133.03%
$21.59 - $24.84 $6.26K - $7.2K
508 $12K
BCS
Barclays PLC

Financial Services
382
New
$12.69 - $18.61 $4.85K - $7.11K
382 $7K
BP
Bp PLC

Energy
253
New
$26.11 - $33.81 $6.61K - $8.55K
253 $7K
EW
Edwards Lifesciences Corp

Healthcare
100
New
$67.07 - $78.22 $6.71K - $7.82K
100 $7K
SHEL
Shell PLC

Energy
110
New
$59.75 - $73.05 $6.57K - $8.04K
110 $7K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
71
+ 21.26%
$212.1 - $244.27 $15.1K - $17.3K
405 $88K
PH
Parker Hannifin Corp

Industrials
9
+ 112.5%
$517.23 - $700.54 $4.66K - $6.3K
17 $11K
RIO
Rio Tinto PLC

Basic Materials
100
New
$52.32 - $62.75 $5.23K - $6.28K
100 $5K
NVS
Novartis Ag

Healthcare
49
New
$101.96 - $121.01 $5K - $5.93K
49 $5K
Activity Summary
Buys All Purchases 147 New Holdings 48 Increased Positions 99 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morse Asset Management, Inc Portfolio

Follow Morse Asset Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morse Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Morse Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email