Morling Financial Advisors, LLC Purchases in Q4 2024

Morling Financial Advisors, LLC

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9.54K
+ 9.69%
$280.04 - $302.45 $2.67M - $2.88M
108K $31.3M
DFAU
Dimensional ETF Tr

ETFs
10.9K
+ 2.21%
$39.27 - $42.38 $428K - $462K
503K $20.4M
DFAI
Dimensional ETF Tr

ETFs
49.2K
+ 17.39%
$29.0 - $31.6 $1.43M - $1.55M
332K $9.69M
VGSH
Vanguard

ETFs
14.3K
+ 4.75%
$58.02 - $58.88 $832K - $844K
317K $18.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
44.2K
+ 3.83%
$24.55 - $25.16 $1.08M - $1.11M
1.2M $29.5M
VUG
Vanguard Growth ETF

ETFs
990
New
$378.79 - $428.11 $375K - $424K
990 $406K
SPY
Spdr S&P 500 ETF Trust

ETFs
540
+ 63.38%
$567.81 - $607.81 $307K - $328K
1.39K $815K
QQQ
Invesco Qqq Trust, Series 1

ETFs
621
+ 143.42%
$481.22 - $538.17 $299K - $334K
1.05K $538K
AMZN
Amazon Com Inc

Consumer Cyclical
104
+ 1.21%
$180.88 - $232.93 $18.8K - $24.2K
8.68K $1.9M
SPOT
Spotify Technology S.A.

Communication Services
517
New
$362.95 - $502.38 $188K - $260K
517 $231K
NVDA
Nvidia Corp

Technology
38
+ 0.26%
$117.0 - $148.88 $4.45K - $5.66K
14.6K $1.97M
AVUS
American Centy ETF Tr Avantis

ETFs
941
+ 1.74%
$94.36 - $102.06 $88.8K - $96K
55K $5.33M
VTV
Vanguard Value ETF

ETFs
950
+ 95000.0%
$168.32 - $181.87 $160K - $173K
951 $161K
SCHX
Schwab Strategic Tr Us Large C

ETFs
310K
+ 197.04%
$22.4 - $68.28 $6.94M - $21.2M
467K $10.8M
XLK
Technology Sector Spdr

ETFs
461
New
$220.26 - $241.44 $102K - $111K
461 $107K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.08K
New
$90.66 - $99.46 $98.1K - $108K
1.08K $98K
ET
Energy Transfer LP

Energy
452
+ 1.8%
$16.05 - $19.86 $7.25K - $8.98K
25.5K $500K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
761
New
$121.89 - $135.52 $92.8K - $103K
761 $95K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
209
+ 28.02%
$442.29 - $483.08 $92.4K - $101K
955 $432K
CRM
Salesforce, Inc.

Technology
13
+ 0.98%
$270.87 - $367.87 $3.52K - $4.78K
1.34K $447K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.78K
New
$25.93 - $105.3 $72.2K - $293K
2.78K $77K
NFLX
Netflix Inc

Communication Services
14
+ 4.33%
$687.65 - $936.56 $9.63K - $13.1K
337 $300K
VBR
Vanguard Small Cap Value ETF

ETFs
325
New
$197.36 - $217.3 $64.1K - $70.6K
325 $64K
GOOGL
Alphabet Inc.

Communication Services
127
+ 7.81%
$161.86 - $196.66 $20.6K - $25K
1.75K $332K
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 1.44%
$205.18 - $250.29 $5.54K - $6.76K
1.91K $457K
VBK
Vanguard Small Cap Growth ETF

ETFs
195
New
$264.18 - $304.19 $51.5K - $59.3K
195 $54K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
207
+ 2.04%
$124.61 - $133.96 $25.8K - $27.7K
10.4K $1.34M
DFAE
Dimensional ETF Tr

ETFs
51.8K
+ 8.38%
$25.36 - $28.15 $1.31M - $1.46M
670K $17M
DIS
Walt Disney CO

Communication Services
75
+ 3.28%
$92.39 - $117.6 $6.93K - $8.82K
2.36K $262K
ISRG
Intuitive Surgical Inc

Healthcare
40
+ 6.45%
$471.27 - $550.62 $18.9K - $22K
660 $344K
XLF
Financial Sector Spdr

ETFs
757
New
$44.89 - $51.34 $34K - $38.9K
757 $36K
XLE
Energy Sector Spdr

ETFs
400
New
$83.32 - $97.27 $33.3K - $38.9K
400 $34K
IWM
Ishares Russell 2000 ETF

ETFs
157
+ 49.37%
$216.13 - $242.4 $33.9K - $38.1K
475 $104K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.2K
New
$25.33 - $51.16 $30.4K - $61.4K
1.2K $31K
BAC
Bank Of America Corp

Financial Services
10
+ 0.14%
$39.22 - $47.77 $392 - $478
7.23K $317K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
89
+ 0.96%
$55.73 - $66.16 $4.96K - $5.89K
9.39K $566K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7
+ 0.59%
$172.07 - $207.36 $1.2K - $1.45K
1.2K $236K
XLV
Select Sector Spdr Fund Health

ETFs
213
New
$136.28 - $154.74 $29K - $33K
213 $29K
IGM
Ishares Expanded Tech Sector E

ETFs
289
New
$94.19 - $106.95 $27.2K - $30.9K
289 $29K
AVLV
American Centy ETF Tr Avantis
343
New
$65.51 - $71.22 $22.5K - $24.4K
343 $22K
AVUV
American Centy ETF Tr Avantis

ETFs
235
New
$94.37 - $106.41 $22.2K - $25K
235 $22K
XLI
Industrial Sector Spdr

ETFs
107
New
$131.76 - $143.99 $14.1K - $15.4K
107 $14K
AVSC
American Centy ETF Tr Avantis
199
New
$52.7 - $59.57 $10.5K - $11.9K
199 $10K
XLY
Select Sector Spdr Consumer Di

ETFs
25
New
$194.8 - $239.43 $4.87K - $5.99K
25 $5K
VT
Vanguard Total World Stk Index

ETFs
40
New
$117.09 - $123.07 $4.68K - $4.92K
40 $4K
KRE
Spdr S&P Regional Banking ETF

ETFs
60
New
$54.6 - $68.9 $3.28K - $4.13K
60 $3K
VO
Vanguard Mid Cap ETF

ETFs
10
+ 1.54%
$261.5 - $284.63 $2.62K - $2.85K
661 $174K
FXI
Ishares Tr

ETFs
61
+ 55.96%
$29.52 - $36.69 $1.8K - $2.24K
170 $5K
XLP
Consumer Staples Sector Spdr

ETFs
31
New
N/A
31 $2K
Activity Summary
Buys All Purchases 71 New Holdings 24 Increased Positions 47 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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