Morgan Stanley
CIK Number: 0000895421
1,398.6B
Market Value
4,527
# of Holdings
25 months
Avg. Holding Period
38.84%
Win Rate
28.77%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 196.25 | -1.48% | 238.26M | +2.94% | 59.67B | 99.89 | 4.18% |
| 2 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 125.5M | +1.17% | 52.9B | 174.57 | 3.71% |
| 3 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 349.66M | +6.05% | 46.96B | 25.52 | 3.29% |
| 4 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 167.15M | +4.77% | 36.67B | 95.44 | 2.57% |
| 5 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 124.8M | +1.36% | 23.62B | 91.43 | 1.66% |
| 6 | META | Meta Platforms,... | 682.74 | -1.53% | 36.12M | -1.97% | 21.15B | 197.54 | 1.48% |
| 7 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 33.34M | -6.43% | 19.54B | 405.89 | 1.37% |
| 8 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 44.97M | +12.28% | 18.16B | 209.67 | 1.27% |
| 9 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 75.39M | +5.89% | 17.48B | 73.2 | 1.22% |
| 10 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 68.84M | -0.54% | 16.5B | 103.83 | 1.16% |
| 11 | IVV | iShares Core S&... | 599.72 | -1.12% | 27.89M | +11.88% | 16.42B | 421.61 | 1.15% |
| 12 | V | Visa Inc. | 352.88 | -4.99% | 50.63M | +0.81% | 16B | 139.57 | 1.12% |
| 13 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 75.1M | +0.95% | 14.3B | 88.38 | 1.00% |
| 14 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 28.06M | +5.68% | 12.72B | 266.12 | 0.89% |
| 15 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 22.81M | +3.56% | 12.29B | 361.45 | 0.86% |
| 16 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 14.38M | -1.22% | 11.1B | 357.78 | 0.78% |
| 17 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 21.4M | +6.98% | 10.82B | 397.4 | 0.76% |
| 18 | IWF | iShares Russell... | 405.56 | -1.27% | 24.06M | -7.49% | 9.66B | 185.91 | 0.68% |
| 19 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 18.8M | +4.85% | 9.61B | 323.12 | 0.67% |
| 20 | COST | Costco Wholesal... | 990.08 | -1.26% | 9.57M | +1.34% | 8.77B | 394.31 | 0.61% |
| 21 | PG | The Procter & G... | 160.25 | -1.79% | 51.33M | +4.67% | 8.6B | 126.58 | 0.60% |
| 22 | HD | The Home Depot,... | 354.54 | -2.37% | 21.97M | +1.77% | 8.55B | 249.86 | 0.60% |
| 23 | BND | Vanguard Total ... | 72.69 | -0.36% | 118.62M | +18.41% | 8.53B | 77.93 | 0.60% |
| 24 | MA | Mastercard Inco... | 561.81 | -4.66% | 16.11M | -1.46% | 8.49B | 242.25 | 0.59% |
| 25 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 70.56M | +1.73% | 7.59B | 86.3 | 0.53% |
| 26 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 8.42M | +0.28% | 7.51B | 402.54 | 0.53% |
| 27 | IWD | iShares Russell... | 189.82 | -1% | 38.38M | +20.38% | 7.1B | 132.84 | 0.50% |
| 28 | WMT | Walmart Inc. | 94.42 | -0.43% | 78.3M | +0.02% | 7.07B | 40.46 | 0.50% |
| 29 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 39.69M | +2.51% | 7.05B | 126.06 | 0.49% |
| 30 | IEFA | iShares Core MS... | 83.03 | -1.26% | 98.01M | -2.31% | 6.89B | 60.85 | 0.48% |
| 31 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 19.18M | -0.27% | 6.41B | 163.84 | 0.45% |
| 32 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 43.91M | -2.77% | 6.35B | 143.38 | 0.44% |
| 33 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 11.49M | +3.13% | 5.98B | 356.45 | 0.42% |
| 34 | NOW | ServiceNow, Inc... | 987.99 | -1.92% | 5.42M | -6.07% | 5.75B | 246.9 | 0.40% |
| 35 | VUG | Vanguard Growth... | 418.25 | -1.39% | 13.92M | +0.79% | 5.71B | 164.35 | 0.40% |
| 36 | PANW | Palo Alto Netwo... | 196.25 | -0.72% | 30.38M | +102.60% | 5.53B | 134.69 | 0.39% |
| 37 | BAC | Bank of America... | 44.08 | -1.21% | 125.21M | +5.17% | 5.5B | 30.69 | 0.39% |
| 38 | VTV | Vanguard Value ... | 173.34 | -0.81% | 30.87M | +6.27% | 5.23B | 109.44 | 0.37% |
| 39 | KO | The Coca-Cola C... | 70.99 | -1.73% | 82.47M | +4.01% | 5.13B | 54.11 | 0.36% |
| 40 | RSP | Invesco S&P 500... | 177.34 | -1.21% | 28.78M | +5.75% | 5.04B | 141.83 | 0.35% |
| 41 | CVX | Chevron Corpora... | 145.87 | +0.62% | 34.47M | -3.13% | 4.99B | 131.16 | 0.35% |
| 42 | BX | Blackstone Inc. | 136.37 | -3.14% | 28.9M | +5.01% | 4.98B | 82.06 | 0.35% |
| 43 | BLK | BlackRock, Inc. | 971.56 | -1.69% | 4.78M | +100.00% | 4.9B | 1025.11 | 0.34% |
| 44 | UBER | Uber Technologi... | 83.89 | -2.02% | 81.01M | -12.11% | 4.89B | 33.29 | 0.34% |
| 45 | IEMG | iShares Core MS... | 58.70 | -1.62% | 89.33M | +15.73% | 4.66B | 49.31 | 0.33% |
| 46 | ACN | Accenture plc | 311.64 | -2.04% | 13.09M | -0.74% | 4.6B | 195.5 | 0.32% |
| 47 | GS | The Goldman Sac... | 613.30 | -1.89% | 8.02M | +6.67% | 4.59B | 339.64 | 0.32% |
| 48 | DIS | The Walt Disney... | 117.89 | -0.6% | 41.09M | +2.34% | 4.58B | 111.3 | 0.32% |
| 49 | MCD | McDonald's Corp... | 301.85 | -0.43% | 15.49M | +0.86% | 4.49B | 205.04 | 0.31% |
| 50 | HON | Honeywell Inter... | 224.31 | -0.77% | 19.55M | +1.75% | 4.42B | 152.98 | 0.31% |
| 51 | MRK | Merck & Co., In... | 81.72 | -0.12% | 44.18M | -0.47% | 4.4B | 83.13 | 0.31% |
| 52 | IWM | iShares Russell... | 208.90 | -1.82% | 19.54M | +7.84% | 4.32B | 181.61 | 0.30% |
| 53 | NEE | NextEra Energy,... | 74.75 | +1.24% | 60.09M | -1.98% | 4.31B | 58.51 | 0.30% |
| 54 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 72.13M | +6.69% | 4.27B | 42.74 | 0.30% |
| 55 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 27.2M | -2.49% | 4.14B | 144.36 | 0.29% |
| 56 | AXP | American Expres... | 287.76 | -3.43% | 13.85M | +2.57% | 4.11B | 124.05 | 0.29% |
| 57 | ABT | Abbott Laborato... | 135.57 | -0.64% | 36.12M | +4.65% | 4.09B | 82.27 | 0.29% |
| 58 | AMGN | Amgen Inc. | 295.15 | -0.72% | 14.56M | -0.92% | 3.79B | 215.08 | 0.27% |
| 59 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 22.56M | +0.62% | 3.76B | 82.59 | 0.26% |
| 60 | VTI | Vanguard Total ... | 293.55 | -1.19% | 12.83M | +1.66% | 3.72B | 152.5 | 0.26% |
| 61 | AMD | Advanced Micro ... | 116.17 | -1.96% | 30.76M | +1.18% | 3.71B | 104.67 | 0.26% |
| 62 | ADBE | Adobe Inc. | 391.76 | -5.3% | 8.32M | +1.02% | 3.7B | 336.8 | 0.26% |
| 63 | ETN | Eaton Corporati... | 323.58 | -2.05% | 10.93M | +12.05% | 3.63B | 159.06 | 0.25% |
| 64 | TSM | Taiwan Semicond... | 211.10 | -2.01% | 18.36M | +2.99% | 3.63B | 95.77 | 0.25% |
| 65 | MELI | MercadoLibre, I... | 2371.28 | +0.10% | 2.13M | +14.63% | 3.62B | 1231.33 | 0.25% |
| 66 | DASH | DoorDash, Inc. | 218.76 | +1.00% | 20.94M | -8.41% | 3.51B | 123.41 | 0.25% |
| 67 | RTX | RTX Corporation | 145.67 | +3.33% | 29.57M | -3.9% | 3.42B | 78.58 | 0.24% |
| 68 | IVW | iShares S&P 500... | 105.11 | -1.22% | 32.63M | -2.13% | 3.31B | 36.42 | 0.23% |
| 69 | LIN | Linde plc | 465.99 | -0.96% | 7.9M | -0.33% | 3.31B | 373.59 | 0.23% |
| 70 | BKNG | Booking Holding... | 5295.62 | -3.05% | 656.48K | -7.66% | 3.26B | 2971.27 | 0.23% |
| 71 | TJX | The TJX Compani... | 123.95 | -0.41% | 26.67M | +1.35% | 3.22B | 69.28 | 0.23% |
| 72 | ADP | Automatic Data ... | 306.69 | -0.99% | 10.91M | -3.51% | 3.19B | 135.3 | 0.22% |
| 73 | AGG | iShares Core U.... | 97.95 | -0.36% | 32.61M | +15.80% | 3.16B | 105.01 | 0.22% |
| 74 | SHOP | Shopify Inc. | 105.38 | -3.51% | 29.58M | -28.43% | 3.15B | 47.34 | 0.22% |
| 75 | SPGI | S&P Global Inc. | 501.65 | -0.83% | 6.23M | -0.66% | 3.1B | 350.22 | 0.22% |
| 76 | SPOT | Spotify Technol... | 710.89 | +1.15% | 6.92M | +2.96% | 3.1B | 183.07 | 0.22% |
| 77 | IBM | International B... | 277.18 | -1.37% | 14.01M | -0.97% | 3.08B | 142.15 | 0.22% |
| 78 | WFC | Wells Fargo & C... | 72.38 | -2.2% | 43.53M | +4.35% | 3.06B | 45.97 | 0.21% |
| 79 | ISRG | Intuitive Surgi... | 511.75 | -0.24% | 5.82M | +4.23% | 3.04B | 236.14 | 0.21% |
| 80 | AON | Aon plc | 353.07 | -0.76% | 8.38M | +3.23% | 3.01B | 302.17 | 0.21% |
| 81 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 19.35M | +2.42% | 2.97B | 120.7 | 0.21% |
| 82 | TMUS | T-Mobile US, In... | 228.02 | -0.3% | 13.46M | +0.64% | 2.97B | 131.21 | 0.21% |
| 83 | INTU | Intuit Inc. | 753.72 | -1.63% | 4.63M | +12.86% | 2.91B | 418.41 | 0.20% |
| 84 | VEA | Vanguard Develo... | 56.17 | -1.21% | 60.03M | +1.13% | 2.87B | 41.11 | 0.20% |
| 85 | SHY | iShares 1-3 Yea... | 82.42 | -0.07% | 34.51M | -7.71% | 2.83B | 83.19 | 0.20% |
| 86 | JPST | JPMorgan Ultra-... | 50.53 | +0.04% | 54.84M | -2.91% | 2.76B | 50.31 | 0.19% |
| 87 | XLF | Financial Selec... | 49.96 | -2.04% | 56.55M | +50.93% | 2.73B | 34.47 | 0.19% |
| 88 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 7.52M | -1.16% | 2.73B | 176.27 | 0.19% |
| 89 | VZ | Verizon Communi... | 43.01 | -0.35% | 67.6M | -12.93% | 2.7B | 47.8 | 0.19% |
| 90 | DHR | Danaher Corpora... | 200.65 | -2.17% | 11.68M | +0.14% | 2.68B | 146.96 | 0.19% |
| 91 | GLD | SPDR Gold Share... | 316.28 | +1.31% | 10.95M | +8.64% | 2.65B | 166.77 | 0.19% |
| 92 | ICE | Intercontinenta... | 178.37 | -0.4% | 17.25M | -9.75% | 2.57B | 105.33 | 0.18% |
| 93 | PM | Philip Morris I... | 184.25 | +0.08% | 21.36M | -0.16% | 2.57B | 87.12 | 0.18% |
| 94 | LOW | Lowe's Companie... | 217.24 | -2.8% | 10.38M | +1.33% | 2.56B | 152.84 | 0.18% |
| 95 | CME | CME Group Inc. | 269.43 | -0.56% | 10.98M | -0.98% | 2.55B | 206.21 | 0.18% |
| 96 | LMT | Lockheed Martin... | 486.25 | +3.62% | 5.22M | -4.02% | 2.54B | 343.62 | 0.18% |
| 97 | NET | Cloudflare, Inc... | 172.04 | +0.72% | 23.18M | -5.34% | 2.5B | 85.41 | 0.17% |
| 98 | IVE | iShares S&P 500... | 191.02 | -0.95% | 13.01M | +3.86% | 2.48B | 106.22 | 0.17% |
| 99 | SBUX | Starbucks Corpo... | 93.27 | -1.11% | 26.76M | +2.94% | 2.44B | 81.57 | 0.17% |
| 100 | CRWD | CrowdStrike Hol... | 480.68 | -0.22% | 7.13M | +11.32% | 2.44B | 217.04 | 0.17% |
| 101 | VIG | Vanguard Divide... | 200.24 | -1.18% | 12.42M | +2.29% | 2.43B | 105.35 | 0.17% |
| 102 | JEPI | JPMorgan Equity... | 56.01 | -0.76% | 41.51M | +5.35% | 2.39B | 56.19 | 0.17% |
| 103 | SHW | The Sherwin-Wil... | 335.90 | -5.7% | 6.93M | +7.58% | 2.36B | 240 | 0.17% |
| 104 | TXN | Texas Instrumen... | 195.06 | -2.31% | 12.45M | +1.02% | 2.33B | 155.36 | 0.16% |
| 105 | BDX | Becton, Dickins... | 172.19 | -1.3% | 10.24M | -6.77% | 2.32B | 241.69 | 0.16% |
| 106 | XLK | Technology Sele... | 239.10 | -1.43% | 9.86M | +2.31% | 2.29B | 118.52 | 0.16% |
| 107 | IWP | iShares Russell... | 133.39 | -1.29% | 18.07M | +67.13% | 2.29B | 93.95 | 0.16% |
| 108 | ANET | Arista Networks... | 92.31 | -3.62% | 20.65M | +100.00% | 2.28B | 110.53 | 0.16% |
| 109 | IJH | iShares Core S&... | 60.25 | -1.54% | 35.99M | +4.16% | 2.24B | 34.43 | 0.16% |
| 110 | UNP | Union Pacific C... | 223.26 | -0.99% | 9.72M | -0.17% | 2.22B | 184.52 | 0.16% |
| 111 | IJR | iShares Core S&... | 106.31 | -1.93% | 19.16M | +2.60% | 2.21B | 84.88 | 0.15% |
| 112 | T | AT&T Inc. | 28.17 | -0.34% | 96.74M | +13.31% | 2.2B | 23.14 | 0.15% |
| 113 | PLTR | Palantir Techno... | 137.34 | +1.59% | 28.84M | +26.32% | 2.18B | 31.53 | 0.15% |
| 114 | PGR | The Progressive... | 267.71 | -0.26% | 9M | -0.7% | 2.16B | 134.68 | 0.15% |
| 115 | INTC | Intel Corporati... | 20.16 | -2.96% | 105.55M | +128.13% | 2.12B | 27.6 | 0.15% |
| 116 | FI | Fiserv, Inc. | 162.97 | -3.01% | 10.3M | +14.62% | 2.12B | 113.3 | 0.15% |
| 117 | VWO | Vanguard Emergi... | 48.36 | -1.55% | 47.43M | -0.63% | 2.09B | 41.41 | 0.15% |
| 118 | CMCSA | Comcast Corpora... | 35.00 | -0.77% | 55.38M | +0.44% | 2.08B | 39.16 | 0.15% |
| 119 | COP | ConocoPhillips | 96.95 | +2.39% | 20.85M | +16.17% | 2.07B | 86.32 | 0.14% |
| 120 | ABNB | Airbnb, Inc. | 135.54 | -2.36% | 15.59M | -9.35% | 2.05B | 140.26 | 0.14% |
| 121 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 7.67M | +4.10% | 2.03B | 163.87 | 0.14% |
| 122 | C | Citigroup Inc. | 76.34 | -2.42% | 28.54M | +10.91% | 2.01B | 59.84 | 0.14% |
| 123 | SYK | Stryker Corpora... | 377.25 | -0.85% | 5.56M | +7.08% | 2B | 214.09 | 0.14% |
| 124 | SRE | Sempra | 74.08 | -2.82% | 22.52M | -7.18% | 1.98B | 70.46 | 0.14% |
| 125 | GE | General Electri... | 236.50 | -1.45% | 11.84M | +3.33% | 1.97B | 84.42 | 0.14% |
| 126 | PLD | Prologis, Inc. | 107.26 | -1.09% | 18.67M | -6.92% | 1.97B | 105.56 | 0.14% |
| 127 | ADI | Analog Devices,... | 225.02 | -3.06% | 9.26M | +3.25% | 1.97B | 172.3 | 0.14% |
| 128 | PFE | Pfizer Inc. | 24.52 | -1.29% | 73.9M | -5.22% | 1.96B | 39.35 | 0.14% |
| 129 | TTD | The Trade Desk,... | 67.95 | -3.71% | 16.61M | -10.3% | 1.95B | 55.09 | 0.14% |
| 130 | NOC | Northrop Grumma... | 517.07 | +4.01% | 4.16M | -16.23% | 1.95B | 402.31 | 0.14% |
| 131 | ZTS | Zoetis Inc. | 164.36 | -2.64% | 11.84M | -1.64% | 1.93B | 123.04 | 0.14% |
| 132 | DE | Deere & Company | 509.34 | -1.45% | 4.39M | +2.16% | 1.86B | 275.13 | 0.13% |
| 133 | ASML | ASML Holding N.... | 761.38 | -3.16% | 2.68M | +46.73% | 1.86B | 707.72 | 0.13% |
| 134 | GILD | Gilead Sciences... | 109.96 | -1.87% | 20.07M | +16.36% | 1.85B | 73.57 | 0.13% |
| 135 | AJG | Arthur J. Galla... | 316.70 | -1.08% | 6.48M | -6.57% | 1.84B | 199.45 | 0.13% |
| 136 | BSX | Boston Scientif... | 99.69 | +1.15% | 20.48M | +7.37% | 1.83B | 46.08 | 0.13% |
| 137 | TDG | TransDigm Group... | 1439.32 | +0.24% | 1.44M | +12.81% | 1.82B | 901.13 | 0.13% |
| 138 | ET | Energy Transfer... | 18.32 | -0.73% | 92.64M | +53.88% | 1.81B | 14.7 | 0.13% |
| 139 | IUSG | iShares Core S&... | 143.72 | -1.26% | 13.02M | -0.86% | 1.81B | 86.22 | 0.13% |
| 140 | VB | Vanguard Small ... | 229.60 | -1.65% | 7.54M | +2.73% | 1.81B | 145.08 | 0.13% |
| 141 | TLT | iShares 20+ Yea... | 86.30 | -1% | 20.66M | -47.23% | 1.8B | 111.35 | 0.13% |
| 142 | AMAT | Applied Materia... | 170.59 | -2.52% | 11.02M | +2.97% | 1.79B | 106.53 | 0.13% |
| 143 | ROP | Roper Technolog... | 560.75 | -1.97% | 3.45M | +6.47% | 1.79B | 398.32 | 0.13% |
| 144 | STZ | Constellation B... | 164.86 | -2.92% | 8.06M | -5.36% | 1.78B | 237.16 | 0.12% |
| 145 | EFA | iShares MSCI EA... | 89.23 | -1.28% | 23.55M | -4.93% | 1.78B | 69.4 | 0.12% |
| 146 | BIL | SPDR Bloomberg ... | 91.58 | +0.04% | 19.4M | +3.71% | 1.77B | 91.59 | 0.12% |
| 147 | CB | Chubb Limited | 286.70 | -0.9% | 6.37M | +4.77% | 1.76B | 202.04 | 0.12% |
| 148 | BMY | Bristol-Myers S... | 49.73 | -1.89% | 30.34M | +8.52% | 1.72B | 63.43 | 0.12% |
| 149 | DIA | SPDR Dow Jones ... | 422.83 | -1.78% | 3.98M | +15.79% | 1.69B | 341.38 | 0.12% |
| 150 | CL | Colgate-Palmoli... | 90.26 | -3.09% | 18.55M | +1.54% | 1.69B | 78.35 | 0.12% |