Morling Financial Advisors, LLC Incresed Positions 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
QQQ
Invesco Qqq Trust, Series 1

ETFs
621
+ 143.42%
$481.22 - $538.17 $299K - $334K
1.05K $538K
SPY
Spdr S&P 500 ETF Trust

ETFs
540
+ 63.38%
$567.81 - $607.81 $307K - $328K
1.39K $815K
AMZN
Amazon Com Inc

Consumer Cyclical
104
+ 1.21%
$180.88 - $232.93 $18.8K - $24.2K
8.68K $1.9M
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
SCHX
Schwab Strategic Tr Us Large C

ETFs
310K
+ 197.04%
$22.4 - $68.28 $6.94M - $21.2M
467K $10.8M
ET
Energy Transfer LP

Energy
452
+ 1.8%
$16.05 - $19.86 $7.25K - $8.98K
25.5K $500K
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
NFLX
Netflix Inc

Communication Services
14
+ 4.33%
$687.65 - $936.56 $9.63K - $13.1K
337 $300K
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
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
IWM
Ishares Russell 2000 ETF

ETFs
157
+ 49.37%
$216.13 - $242.4 $33.9K - $38.1K
475 $104K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
89
+ 0.96%
$55.73 - $66.16 $4.96K - $5.89K
9.39K $566K
BAC
Bank Of America Corp

Financial Services
10
+ 0.14%
$39.22 - $47.77 $392 - $478
7.23K $317K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7
+ 0.59%
$172.07 - $207.36 $1.2K - $1.45K
1.2K $236K
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
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
474
+ 3.34%
$7.83 - $8.16 $3.71K - $3.87K
14.7K $115K
DFSE
Dimensional ETF Tr Dimen Emrgn
1.37K
+ 10.16%
N/A
14.8K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.22K
+ 17.17%
N/A
8.33K $0
FNDA
Schwab Fundamental U S Small C

ETFs
800
+ 100.0%
$29.26 - $59.11 $23.4K - $47.3K
1.6K $47K
DFSU
Dimensional ETF Tr Dimen Us Su
2.31K
+ 8.78%
N/A
28.6K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20
+ 1.84%
$113.92 - $127.38 $2.28K - $2.55K
1.11K $127K
EFA
Ishares Tr Msci Eafe ETF

ETFs
309
+ 9.33%
$75.1 - $82.99 $23.2K - $25.6K
3.62K $273K
EDV
Vanguard Extended Duration Tre

ETFs
11
+ 2.2%
$67.27 - $79.67 $740 - $876
511 $34K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
315
+ 7.74%
$75.65 - $83.47 $23.8K - $26.3K
4.39K $333K
TLT
Ishares Barclays 20+ Year Trea

ETFs
14
+ 1.4%
$87.1 - $98.49 $1.22K - $1.38K
1.02K $88K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
444
+ 2.47%
$12.1 - $13.52 $5.37K - $6K
18.4K $226K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
909
+ 5.86%
$33.39 - $37.66 $30.4K - $34.2K
16.4K $548K
ABR
Arbor Realty Trust Inc

Real Estate
381
+ 2.87%
$13.66 - $15.64 $5.2K - $5.96K
13.7K $189K
LLY
Eli Lilly & CO

Healthcare
12
+ 4.72%
$727.2 - $932.06 $8.73K - $11.2K
266 $205K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
255
+ 3.82%
$55.45 - $61.08 $14.1K - $15.6K
6.93K $384K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.1K
+ 200.0%
$26.93 - $84.95 $675K - $2.13M
37.6K $1.03M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32.1K
+ 179.38%
$22.01 - $66.82 $707K - $2.15M
50K $1.14M
EGY
Vaalco Energy Inc

Energy
943
+ 1.44%
$4.24 - $6.38 $4K - $6.02K
66.6K $290K
UBER
Uber Technologies, Inc

Technology
118
+ 1.43%
$59.93 - $86.34 $7.07K - $10.2K
8.37K $504K
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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