Holdings
Morrissey Wealth Management, LLC
As of Jun 30, 2026, Morrissey Wealth Management, LLC reported 8 positions worth US$4.42M. Largest: Marriott International, Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Marriott International | 5,104 | US$1.83M | first report | Jun 30, 2026 |
| Microsoft Corp. | 1,384 | US$716K | first report | Jun 30, 2026 |
| Apple Inc | 1,303 | US$435K | first report | Jun 30, 2026 |
| Rtx Corporation | 2,353 | US$435K | first report | Jun 30, 2026 |
| Home Depot, Inc. (the) | 1,092 | US$309K | first report | Jun 30, 2026 |
| Exxon Mobil Corporation | 1,589 | US$261K | first report | Jun 30, 2026 |
| Nvidia Corporation | 977 | US$229K | first report | Jun 30, 2026 |
| Amazon.com, Inc. | 820 | US$206K | first report | Jun 30, 2026 |