Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.78B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.27B |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.05B |
| 5 |
Capital One
COF
|
+$895M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.92B |
| 2 |
Microsoft
MSFT
|
+$2.36B |
| 3 |
UnitedHealth
UNH
|
+$1.95B |
| 4 |
Apple
AAPL
|
+$1.65B |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.53B |
Sector Composition
| 1 | Technology | 22.65% |
| 2 | Financials | 11.56% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRR
6101
Columbus Circle Capital Corp I
BRR
$345M
| $63.3K | ﹤0.01% |
+5,957
| New | +$63.3K |
|
6102
Innovator US Equity Power Buffer ETF December
PDEC
$1.03B
| $63K | ﹤0.01% |
1,575
+75
| +5% | +$3K |
|
6103
Nukkleus
NUKK
$43.1M
| $62.9K | ﹤0.01% |
5,754
+3,370
| +141% | +$36.8K |
|
6104
Actinium Pharmaceuticals
ATNM
$50.8M
| $62.6K | ﹤0.01% |
44,700
-21,058
| -32% | -$29.5K |
|
6105
First Trust India Nifty 50 Equal Weight ETF
NFTY
$191M
| $62.4K | ﹤0.01% |
1,041
+110
| +12% | +$6.6K |
|
6106
HCM Defender 500 Index ETF
LGH
$569M
| $62.3K | ﹤0.01% |
1,144
| – | – |
|
6107
Nauticus Robotics
KITT
$16.2M
| $62.1K | ﹤0.01% |
68,682
+53,571
| +355% | +$48.5K |
|
6108
VanEck ChiNext ETF
CNXT
$40.3M
| $62.1K | ﹤0.01% |
2,169
-16,292
| -88% | -$467K |
|
6109
GSI Technology
GSIT
$109M
| $62K | ﹤0.01% |
18,450
+16,519
| +855% | +$55.5K |
|
6110
Strive US Energy ETF
DRLL
$266M
| $61.9K | ﹤0.01% |
2,281
-1,312
| -37% | -$35.6K |
|
6111
WisdomTree New Economy Real Estate Fund
WTRE
$15.8M
| $61.8K | ﹤0.01% |
3,175
-54
| -2% | -$1.05K |
|
6112
Nexa Resources
NEXA
$673M
| $61.8K | ﹤0.01% |
12,458
+8,571
| +221% | +$42.5K |
|
6113
Galmed Pharmaceuticals
GLMD
$8.16M
| $61.8K | ﹤0.01% |
33,573
+26,188
| +355% | +$48.2K |
|
6114
Glimpse Group
VRAR
$35.8M
| $61.7K | ﹤0.01% |
45,356
+44,022
| +3,300% | +$59.9K |
|
6115
FT Vest Growth-100 Buffer ETF March
QMAR
$455M
| $61.5K | ﹤0.01% |
1,984
| – | – |
|
6116
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$268M
| $61.2K | ﹤0.01% |
1,996
-36
| -2% | -$1.1K |
|
6117
Comstock
LODE
$192M
| $60.6K | ﹤0.01% |
16,000
+7,884
| +97% | +$29.9K |
|
|
CASK
6118
Heritage Distilling Holding Co
CASK
| $60.6K | ﹤0.01% |
148,951
+57,087
| +62% | +$23.2K |
|
6119
InfraCap REIT Preferred ETF
PFFR
$104M
| $60.6K | ﹤0.01% |
3,385
+2,013
| +147% | +$36K |
|
6120
SES AI
SES
$726M
| $60.4K | ﹤0.01% |
67,985
-191,625
| -74% | -$170K |
|
6121
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$147M
| $60.4K | ﹤0.01% |
+1,470
| New | +$60.4K |
|
|
NXXT
6122
NextNRG Inc
NXXT
$274M
| $60.4K | ﹤0.01% |
21,794
+2,913
| +15% | +$8.07K |
|
6123
Team
TISI
$80.7M
| $60.3K | ﹤0.01% |
3,312
+672
| +25% | +$12.2K |
|
6124
Adaptive Alpha Opportunities ETF
AGOX
$365M
| $60K | ﹤0.01% |
2,027
+459
| +29% | +$13.6K |
|
6125
ProShares UltraPro Short Dow 30
SDOW
$163M
| $59.8K | ﹤0.01% |
1,443
+577
| +67% | +$23.9K |
|