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Home > Institutional Investor > Wedbush Morgan Securities Inc > Profile

Instuitional Investor - Wedbush Morgan Securities Inc

Fund Profile
Filing Period:
Fund Name: Wedbush Morgan Securities Inc
Portfolio Value $3,061,397
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500
 574,974 $352,102 11.5%
2.
Apple Inc.
 AAPL 813,960 $207,259 6.77%
3.
Nvidia Corp
 NVDA 922,470 $172,114 5.62%
4.
Microsoft Corp
 MSFT 203,786 $105,551 3.45%
5.
Costco Wholesale Corp W
 COST 112,631 $104,255 3.41%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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