Morling Financial Advisors, LLC Incresed Positions 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
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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.4K
+ 206.76%
$18.36 - $20.51 $319K - $357K
25.8K $510K
NVDA
Nvidia Corp

Technology
6.12K
+ 41.8%
$106.98 - $149.43 $655K - $915K
20.8K $2.25M
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
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
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
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
CRWD
Crowd Strike Holdings, Inc.

Technology
36
+ 3.32%
$308.86 - $455.36 $11.1K - $16.4K
1.12K $395K
BAC
Bank Of America Corp

Financial Services
588
+ 8.13%
$39.61 - $47.74 $23.3K - $28.1K
7.82K $326K
TLT
Ishares Barclays 20+ Year Trea

ETFs
7
+ 0.69%
$85.29 - $92.57 $597 - $648
1.02K $93K
CRM
Salesforce, Inc.

Technology
346
+ 25.84%
$268.36 - $359.95 $92.9K - $125K
1.69K $452K
Simplify Exchange Traded Fun
18.9K
+ 6.72%
N/A
300K $0
DFSU
Dimensional ETF Tr Dimen Us Su
10.1K
+ 35.46%
N/A
38.7K $0
Reddit Inc
202
+ 3.82%
N/A
5.49K $0
DFSI
Dimensional ETF Tr Dimen Intl
2.45K
+ 29.41%
N/A
10.8K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
5.11K
+ 34.43%
N/A
19.9K $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
421
+ 4.06%
$120.24 - $134.3 $50.6K - $56.5K
10.8K $1.32M
NOW
Service Now, Inc.

Technology
124
+ 23.71%
$783.83 - $1170.39 $97.2K - $145K
647 $515K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.02K
+ 10.84%
$47.79 - $59.89 $48.7K - $61K
10.4K $522K
AAPL
Apple Inc.

Technology
4.65K
+ 10.99%
$209.68 - $247.1 $974K - $1.15M
46.9K $10.4M
VTI
Vanguard Total Stock Market Et

ETFs
4.42K
+ 4.09%
$271.18 - $303.12 $1.2M - $1.34M
112K $30.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.12K
+ 0.45%
$21.75 - $24.28 $46K - $51.4K
469K $10.4M
DFAU
Dimensional ETF Tr

ETFs
10.3K
+ 2.05%
$37.84 - $42.29 $390K - $435K
513K $19.7M
COIN
Coinbase Global, Inc.

Technology
47
+ 0.07%
$172.23 - $301.3 $8.09K - $14.2K
70.8K $12.2M
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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