Morling Financial Advisors, LLC Incresed Positions in Q3 2024

Morling Financial Advisors, LLC

  • $258 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
278K
+ 31.83%
$24.39 - $25.28 $6.78M - $7.03M
1.15M $29M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
95.8K
+ 10.92%
$39.37 - $41.68 $3.77M - $3.99M
973K $40.3M
VTI
Vanguard Total Stock Market Et

ETFs
7.64K
+ 8.41%
$255.18 - $283.2 $1.95M - $2.16M
98.5K $27.9M
VGSH
Vanguard

ETFs
46.2K
+ 18.03%
$57.74 - $59.13 $2.66M - $2.73M
302K $17.8M
DFAE
Dimensional ETF Tr

ETFs
77.1K
+ 14.24%
$24.46 - $27.82 $1.88M - $2.14M
618K $16.9M
DFAI
Dimensional ETF Tr

ETFs
40.7K
+ 16.82%
$28.69 - $32.06 $1.17M - $1.3M
283K $8.98M
DFAU
Dimensional ETF Tr

ETFs
18.8K
+ 3.98%
$35.8 - $39.69 $675K - $748K
492K $19.5M
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.04%
$520.18 - $576.82 $2.08K - $2.31K
9.72K $5.61M
NVDA
Nvidia Corp

Technology
2.54K
+ 21.06%
$98.91 - $134.91 $251K - $343K
14.6K $1.77M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.25K
+ 132.25%
$36.98 - $41.55 $231K - $260K
11K $451K
VB
Vanguard Small Cap ETF

ETFs
875
+ 128.68%
$214.77 - $237.72 $188K - $208K
1.56K $368K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.15K
+ 18.99%
$41.9 - $48.26 $132K - $152K
19.7K $944K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
944
+ 8.14%
$77.02 - $85.06 $72.7K - $80.3K
12.5K $1.06M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.08K
+ 45.23%
$56.04 - $62.99 $116K - $131K
6.67K $407K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 15.48%
$405.19 - $478.57 $40.5K - $47.9K
746 $343K
GOOGL
Alphabet Inc.

Communication Services
486
+ 42.59%
$148.65 - $191.18 $72.2K - $92.9K
1.63K $269K
CRM
Salesforce, Inc.

Technology
144
+ 12.18%
$238.42 - $276.53 $34.3K - $39.8K
1.33K $362K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
154
+ 1.0%
$32.04 - $37.11 $4.93K - $5.71K
15.5K $565K
VNQ
Vanguard Specialized Funds Van

ETFs
176
+ 15.33%
$82.97 - $98.97 $14.6K - $17.4K
1.32K $128K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.81%
$416.14 - $494.01 $2.08K - $2.47K
620 $304K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
58
+ 1.45%
$75.63 - $84.89 $4.39K - $4.92K
4.07K $342K
VIG
Vanguard Dividend Appreciation

ETFs
119
+ 2.29%
$182.15 - $182.15 $21.7K - $21.7K
5.32K $969K
MSFT
Microsoft Corp

Technology
154
+ 4.76%
$395.15 - $467.56 $60.9K - $72K
3.39K $1.46M
GOOG
Alphabet Inc.

Communication Services
549
+ 10.9%
$149.54 - $192.66 $82.1K - $106K
5.59K $933K
ET
Energy Transfer LP

Energy
480
+ 1.95%
$15.43 - $16.44 $7.41K - $7.89K
25.1K $402K
BAC
Bank Of America Corp

Financial Services
4
+ 0.06%
$36.65 - $44.13 $147 - $177
7.22K $286K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.4%
$772.14 - $960.02 $772 - $960
254 $225K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
+ 0.54%
$49.83 - $62.75 $2.49K - $3.14K
9.3K $535K
Activity Summary
Buys All Purchases 41 New Holdings 12 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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