Morling Financial Advisors, LLC Purchases in Q1 2025

Morling Financial Advisors, LLC

  • $272 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
74.1K
+ 6.2%
$24.5 - $24.95 $1.82M - $1.85M
1.27M $31.4M
DFAE
Dimensional ETF Tr

ETFs
56.3K
+ 8.4%
$24.64 - $26.86 $1.39M - $1.51M
726K $18.8M
VGSH
Vanguard

ETFs
22.2K
+ 7.02%
$58.07 - $58.69 $1.29M - $1.3M
339K $19.9M
DFAI
Dimensional ETF Tr

ETFs
15.3K
+ 4.62%
$28.88 - $32.4 $442K - $496K
347K $10.8M
GOOGL
Alphabet Inc.

Communication Services
6.75K
+ 385.01%
$154.33 - $206.19 $1.04M - $1.39M
8.51K $1.32M
JPM
Jpmorgan Chase & CO

Financial Services
3.4K
+ 178.03%
$225.19 - $279.95 $765K - $950K
5.3K $1.3M
CALX
Calix, Inc

Technology
21.2K
New
$29.4 - $42.17 $622K - $892K
21.2K $749K
MSFT
Microsoft Corp

Technology
1.82K
+ 59.88%
$375.39 - $447.2 $684K - $815K
4.87K $1.83M
GOOG
Alphabet Inc.

Communication Services
4.56K
+ 85.27%
$156.06 - $207.71 $711K - $946K
9.9K $1.55M
UNH
Unitedhealth Group Inc

Healthcare
753
New
$461.52 - $548.18 $348K - $413K
753 $394K
COST
Costco Wholesale Corp

Consumer Defensive
380
New
$890.62 - $1076.86 $338K - $409K
380 $359K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.4K
+ 206.76%
$18.36 - $20.51 $319K - $357K
25.8K $510K
GE
General Electric CO

Industrials
1.75K
New
$168.59 - $212.13 $294K - $370K
1.75K $349K
AVGO
Broadcom Inc.

Technology
1.9K
New
$167.43 - $244.7 $318K - $465K
1.9K $318K
V
Visa Inc.

Financial Services
823
New
$306.92 - $362.71 $253K - $299K
823 $288K
ABBV
Abb Vie Inc.

Healthcare
1.37K
New
$169.2 - $216.66 $232K - $297K
1.37K $287K
NVDA
Nvidia Corp

Technology
6.12K
+ 41.8%
$106.98 - $149.43 $655K - $915K
20.8K $2.25M
LLY
Eli Lilly & CO

Healthcare
301
+ 113.16%
$725.72 - $929.72 $218K - $280K
567 $468K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
343
+ 35.92%
$442.66 - $534.52 $152K - $183K
1.3K $691K
AMZN
Amazon Com Inc

Consumer Cyclical
2.6K
+ 29.98%
$190.26 - $242.06 $495K - $630K
11.3K $2.15M
SCHW
Schwab Charles Corp

Financial Services
3.07K
New
$71.24 - $83.64 $219K - $257K
3.07K $240K
WMT
Walmart Inc.

Consumer Defensive
2.64K
New
$84.5 - $105.05 $223K - $277K
2.64K $231K
IBN
Icici Bank LTD

Financial Services
7.21K
New
$27.55 - $31.67 $199K - $228K
7.21K $227K
MA
Mastercard Inc

Financial Services
374
New
$504.67 - $576.31 $189K - $216K
374 $204K
SPOT
Spotify Technology S.A.

Communication Services
191
+ 36.94%
$457.79 - $648.32 $87.4K - $124K
708 $389K
NFLX
Netflix Inc

Communication Services
132
+ 39.17%
$828.4 - $1058.6 $109K - $140K
469 $437K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.51K
+ 16.34%
$42.5 - $46.71 $107K - $117K
17.9K $808K
IWM
Ishares Russell 2000 ETF

ETFs
637
+ 134.11%
$198.1 - $229.79 $126K - $146K
1.11K $221K
WIT
Wipro LTD

Technology
37.2K
New
$3.0 - $3.77 $112K - $140K
37.2K $113K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
804
+ 67.28%
$165.25 - $224.62 $133K - $181K
2K $331K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.71K
+ 10.4%
$32.74 - $36.2 $56K - $61.9K
18.1K $633K
TSLA
Tesla, Inc.

Consumer Cyclical
762
+ 90.61%
$222.15 - $428.22 $169K - $326K
1.6K $415K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
486
+ 11.08%
$75.32 - $84.77 $36.6K - $41.2K
4.87K $397K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.3K
+ 129500.0%
$38.22 - $41.19 $49.5K - $53.3K
1.3K $52K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
381
New
$110.75 - $119.78 $42.2K - $45.6K
381 $44K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.03K
+ 169.17%
$23.16 - $27.04 $47K - $54.9K
3.23K $75K
ISRG
Intuitive Surgical Inc

Healthcare
107
+ 16.21%
$476.63 - $610.45 $51K - $65.3K
767 $379K
EFA
Ishares Tr Msci Eafe ETF

ETFs
70
+ 1.93%
$74.85 - $84.89 $5.24K - $5.94K
3.69K $301K
SCHO
Schwab Short Term Us Treasury

ETFs
1.02K
New
$24.1 - $24.34 $24.6K - $24.8K
1.02K $24K
CRWD
Crowd Strike Holdings, Inc.

Technology
36
+ 3.32%
$308.86 - $455.36 $11.1K - $16.4K
1.12K $395K
VGIT
Vanguard Intermediate Term Tre

ETFs
157
New
$57.44 - $59.4 $9.02K - $9.33K
157 $9K
BAC
Bank Of America Corp

Financial Services
588
+ 8.13%
$39.61 - $47.74 $23.3K - $28.1K
7.82K $326K
SCHP
Schwab Strategic Us Tips ETF

ETFs
358
New
$25.69 - $26.89 $9.2K - $9.63K
358 $9K
EBND
Spdr Bloomberg Emerging Market

ETFs
382
New
$19.47 - $20.36 $7.44K - $7.78K
382 $7K
CRM
Salesforce, Inc.

Technology
346
+ 25.84%
$268.36 - $359.95 $92.9K - $125K
1.69K $452K
VGLT
Vanguard Long Term Treasury Et

ETFs
99
New
$53.99 - $58.43 $5.35K - $5.78K
99 $5K
TLT
Ishares Barclays 20+ Year Trea

ETFs
7
+ 0.69%
$85.29 - $92.57 $597 - $648
1.02K $93K
Reddit Inc
202
+ 3.82%
N/A
5.49K $0
Simplify Exchange Traded Fun
18.9K
+ 6.72%
N/A
300K $0
Activity Summary
Buys All Purchases 61 New Holdings 19 Increased Positions 42 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 1
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