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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 $3,951,948
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500
 596,368 $417,971 10.58%
2.
Apple Inc.
 AAPL 932,334 $310,486 7.86%
3.
Nvidia Corp
 NVDA 906,921 $207,123 5.24%
4.
Microsoft Corp
 MSFT 228,441 $117,167 2.96%
5.
Amazon Com Inc
 AMZN 452,655 $112,779 2.85%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.