Morling Financial Advisors, LLC Reduced Holdings in Q1 2025

Morling Financial Advisors, LLC

  • $272 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-56.5K
- 5.84%
$38.99 - $40.37 $2.2M - $2.28M
911K $36.7M
META
Meta Platforms, Inc.

Communication Services
-803
- 15.23%
$576.36 - $736.67 $463K - $592K
4.47K $2.58M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.43K
- 50.94%
$119.38 - $161.42 $410K - $554K
3.31K $394K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-972
- 0.84%
$64.88 - $72.1 $63.1K - $70.1K
114K $7.52M
AVUS
American Centy ETF Tr Avantis

ETFs
-944
- 1.72%
$90.7 - $101.57 $85.6K - $95.9K
54.1K $5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-621
- 58.92%
$468.34 - $539.52 $291K - $335K
433 $203K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-263
- 0.6%
$120.29 - $134.6 $31.6K - $35.4K
43.6K $5.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-80
- 0.84%
$554.06 - $615.85 $44.3K - $49.3K
9.49K $5.33M
VB
Vanguard Small Cap ETF

ETFs
-400
- 25.72%
$217.89 - $252.64 $87.2K - $101K
1.16K $256K
VUG
Vanguard Growth ETF

ETFs
-150
- 15.15%
$369.1 - $427.61 $55.4K - $64.1K
840 $311K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-464
- 0.93%
$21.23 - $23.75 $9.85K - $11K
49.6K $1.07M
IEMG
Ishares Inc

ETFs
-1.19K
- 1.68%
N/A
69.7K $3.74M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-4.96K
- 26.88%
$12.18 - $12.91 $60.4K - $64K
13.5K $166K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-823
- 11.88%
$54.25 - $57.64 $44.6K - $47.4K
6.1K $336K
DIS
Walt Disney CO

Communication Services
-167
- 7.07%
$96.87 - $114.0 $16.2K - $19K
2.19K $216K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2
- 0.01%
$32.42 - $36.13 $64.8 - $72.3
14.5K $478K
VIG
Vanguard Dividend Appreciation

ETFs
-106
- 2.22%
N/A
4.67K $849K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20
- 1.81%
$102.49 - $119.96 $2.05K - $2.4K
1.09K $113K
VO
Vanguard Mid Cap ETF

ETFs
-10
- 1.51%
$251.87 - $277.95 $2.52K - $2.78K
651 $168K
VTV
Vanguard Value ETF

ETFs
-50
- 5.26%
$167.73 - $179.21 $8.39K - $8.96K
901 $155K
FXI
Ishares Tr

ETFs
-110
- 64.71%
$28.65 - $38.55 $3.15K - $4.24K
60 $2K
IWR
Ishares Russell Mid Cap ETF

ETFs
-12
- 1.96%
$82.81 - $92.93 $994 - $1.12K
600 $51K
VNQ
Vanguard Specialized Funds Van

ETFs
-20
- 1.69%
$85.55 - $94.34 $1.71K - $1.89K
1.16K $105K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-119
- 3.91%
$33.84 - $37.77 $4.03K - $4.49K
2.93K $106K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-202
- 1.22%
$37.07 - $40.63 $7.49K - $8.21K
16.3K $641K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-42
- 0.14%
$25.81 - $28.52 $1.08K - $1.2K
29.5K $814K
UBER
Uber Technologies, Inc

Technology
-157
- 1.88%
$63.17 - $81.49 $9.92K - $12.8K
8.21K $598K
VEA
Vanguard Ftse Developed Market

ETFs
-314
- 0.53%
$47.4 - $52.99 $14.9K - $16.6K
59.4K $3.02M
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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