test

ANDREW MCLAUGHLIN

@Morse Asset Management, Inc

Latest period2024 - Q3ReportedManaged Assets$463.293MTotal holdings343
Assets growth rate12.36%Assets growth rate (2-Q avg)8.79%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Morse Asset Management, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 343 positions.

Assets under management

The assets under management (AUM) of Morse Asset Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 463.293M in assets, with a quarterly growth rate of 12.36% and a 2-quarter average growth rate of 8.79%. The portfolio is managed by ANDREW MCLAUGHLIN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ICEIntercontinental Exchange Inc Com
Recent Activity
Decreased -8.17%
0.92%
$4.233M
26,349 shares@ $160.64 avg price
FANGDiamondback Energy Inc Com
Recent Activity
Decreased -0.76%
0.89%
$4.091M
23,730 shares@ $172.4 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 18.88%
0.88%
$4.061M
8,823 shares@ $460.27 avg price
JEPQJpmorgan Nasdaq Equity Premium Income Etf
Recent Activity
Increased 90.22%
0.78%
$3.606M
65,652 shares@ $54.93 avg price
GEGe Aerospace Com New
Recent Activity
Increased 30.22%
0.76%
$3.511M
18,616 shares@ $188.58 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -8.18%
0.76%
$3.508M
23,823 shares@ $147.27 avg price
ONTOOnto Innovation Inc Com
Recent Activity
Increased 6.42%
0.76%
$3.476M
16,749 shares@ $207.56 avg price
DHID R Horton Inc Com
Recent Activity
Increased 11.53%
0.74%
$3.389M
17,763 shares@ $190.78 avg price
IRMIron Mtn Inc Del Com
Recent Activity
Decreased -0.37%
0.72%
$3.328M
28,010 shares@ $118.83 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -0.02%
0.71%
$3.246M
20,028 shares@ $162.07 avg price