Morse Asset Management, Inc Q1 2025 Filing
Filed May 5, 2025
Portfolio Value
$396.2M
Holdings
341
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (341 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION COM | $21.7M |
METAMETA PLATFORMS INC CL A | $17.7M |
MSFTMICROSOFT CORP COM | $17.2M |
AMZNAMAZON COM INC COM | $16.9M |
GOOGLALPHABET INC CAP STK CL A | $11.9M |
AVGOBROADCOM INC COM | $11.2M |
HDHOME DEPOT INC COM | $10.3M |
LLYELI LILLY & CO COM | $9.1M |
AAPLAPPLE INC COM | $8.9M |
UNHUNITEDHEALTH GROUP INC COM | $8.9M |
URIUNITED RENTALS INC COM | $8.5M |
EVREVERCORE INC CLASS A | $8.4M |
AZOAUTOZONE INC COM | $7.8M |
BKNGBOOKING HOLDINGS INC COM | $7.5M |
ISRGINTUITIVE SURGICAL INC COM NEW | $7.3M |
KLACKLA CORP COM NEW | $6.9M |
NFLXNETFLIX INC COM | $6.6M |
LINLINDE PLC SHS | $6.5M |
COSTCOSTCO WHSL CORP NEW COM | $6.3M |
XOMEXXON MOBIL CORP COM | $6.3M |
MAMASTERCARD INCORPORATED CL A | $5.5M |
PANWPALO ALTO NETWORKS INC COM | $5.3M |
APOAPOLLO GLOBAL MGMT INC COM | $5.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $5.1M |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $5.1M |
VRTXVERTEX PHARMACEUTICALS INC COM | $5.1M |
ICEINTERCONTINENTAL EXCHANGE INC COM | $4.8M |
GEGE AEROSPACE COM NEW | $4.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $4.6M |
MUMICRON TECHNOLOGY INC COM | $4.5M |
CITCINTAS CORP COM | $4.5M |
GSGOLDMAN SACHS GROUP INC COM | $4.1M |
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC SER A MAND CNV | $3.5M |
TSLATESLA INC COM | $3.4M |
FANGDIAMONDBACK ENERGY INC COM | $3.4M |
VSTVISTRA CORP COM | $3.2M |
JNJJOHNSON & JOHNSON COM | $3.2M |
CVXCHEVRON CORP NEW COM | $3.0M |
BABOEING CO COM | $2.9M |
PDIPIMCO DYNAMIC INCOME FD SHS | $2.8M |
NOWSERVICENOW INC COM | $2.8M |
RACEFERRARI N V COM | $2.7M |
REGNREGENERON PHARMACEUTICALS COM | $2.6M |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $2.5M |
SHWSHERWIN WILLIAMS CO COM | $2.4M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.4M |
BXBLACKSTONE INC COM | $2.3M |
FTITECHNIPFMC PLC COM | $2.2M |
RHCRH PLC ORD | $2.2M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $2.1M |
CMICUMMINS INC COM | $2.1M |
VRTVERTIV HOLDINGS CO COM CL A | $2.0M |
NXPINXP SEMICONDUCTORS N V COM | $1.9M |
XCHYXCALAMOS CONV & HIGH INCOME FD COM SHS | $1.8M |
WGSGENEDX HOLDINGS CORP COM CL A | $1.8M |
MRKMERCK & CO INC COM | $1.8M |
LRCXLAM RESEARCH CORP COM NEW | $1.7M |
ARMARM HOLDINGS PLC SPONSORED ADS | $1.7M |
BKRBAKER HUGHES COMPANY CL A | $1.6M |
HWMHOWMET AEROSPACE INC COM | $1.6M |
DISDISNEY WALT CO COM | $1.6M |
ALABASTERA LABS INC COM | $1.5M |
ABBVABBVIE INC COM | $1.5M |
MMM3M CO COM | $1.5M |
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | $1.4M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $1.3M |
SESEA LTD SPONSORD ADS | $1.3M |
SNOWSNOWFLAKE INC CL A | $1.3M |
TLTISHARES 20 YEAR TREASURY BOND ETF | $1.3M |
GQ9SPDR GOLD SHARES | $1.2M |
SLGSL GREEN RLTY CORP COM | $1.2M |
TJXTJX COS INC NEW COM | $1.2M |
ISPYPROSHARES S&P 500 HIGH INCOME ETF | $1.2M |
CRWDCROWDSTRIKE HLDGS INC CL A | $1.1M |
BMYBRISTOL-MYERS SQUIBB CO COM | $1.1M |
FICOFAIR ISAAC CORP COM | $1.1M |
AXPAMERICAN EXPRESS CO COM | $1.1M |
DHID R HORTON INC COM | $1.1M |
KOCOCA COLA CO COM | $973K |
MCDMCDONALDS CORP COM | $952K |
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $930K |
SCCOSOUTHERN COPPER CORP COM | $927K |
EBSEMERGENT BIOSOLUTIONS INC COM | $911K |
TFCTRUIST FINL CORP COM | $862K |
ONTOONTO INNOVATION INC COM | $857K |
PGPROCTER AND GAMBLE CO COM | $857K |
WELLWELLTOWER INC COM | $846K |
NDAQNASDAQ INC COM | $844K |
CSXCSX CORP COM | $785K |
HLTHILTON WORLDWIDE HLDGS INC COM | $769K |
BLKBLACKROCK INC COM | $767K |
NVMINOVA LTD COM | $706K |
ANETARISTA NETWORKS INC COM SHS | $681K |
GEVGE VERNOVA INC COM | $670K |
UBERUBER TECHNOLOGIES INC COM | $663K |
SAPSAP SE SPON ADR | $655K |
EQHEQUITABLE HLDGS INC COM | $635K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $630K |
JPMJPMORGAN CHASE & CO. COM | $630K |
SOXLDIREXION DAILY SEMICONDUCTOR BULL 3X SHARES | $606K |
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