Morling Financial Advisors, LLC Sells in Q2 2025

Morling Financial Advisors, LLC

  • $260 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.25M
- 98.67%
$24.48 - $24.9 $30.7M - $31.2M
16.9K $419K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-26.2K
- 60.2%
$108.12 - $135.04 $2.84M - $3.54M
17.3K $2.34M
AAPL
Apple Inc.

Technology
-5.21K
- 11.1%
$172.42 - $223.89 $898K - $1.17M
41.7K $8.56M
META
Meta Platforms, Inc.

Communication Services
-2.88K
- 64.45%
$484.66 - $738.09 $1.4M - $2.13M
1.59K $1.17M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-17.7K
- 1.95%
$39.34 - $40.41 $698K - $717K
893K $35.8M
JPM
Jpmorgan Chase & CO

Financial Services
-3.36K
- 63.37%
$210.28 - $289.91 $707K - $974K
1.94K $563K
GOOGL
Alphabet Inc.

Communication Services
-4.73K
- 55.55%
$144.7 - $178.6 $684K - $844K
3.78K $666K
MSFT
Microsoft Corp

Technology
-2.01K
- 41.32%
$354.56 - $497.45 $713K - $1M
2.86K $1.42M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-17.6K
- 68.16%
$17.76 - $22.1 $312K - $389K
8.22K $181K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-485
- 37.37%
$483.48 - $539.8 $234K - $262K
813 $394K
NVDA
Nvidia Corp

Technology
-8.04K
- 38.74%
$94.31 - $157.99 $759K - $1.27M
12.7K $2.01M
GOOG
Alphabet Inc.

Communication Services
-2.1K
- 21.24%
$146.58 - $180.01 $308K - $379K
7.8K $1.38M
VTV
Vanguard Value ETF

ETFs
-900
- 99.89%
$153.67 - $176.74 $138K - $159K
1 $0
GE
General Electric CO

Industrials
-883
- 50.57%
$166.81 - $257.39 $147K - $227K
863 $222K
IWM
Ishares Russell 2000 ETF

ETFs
-565
- 50.81%
$174.82 - $215.79 $98.8K - $122K
547 $118K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.52K
- 4.03%
$24.32 - $27.87 $36.9K - $42.3K
36.1K $956K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.01K
- 30.64%
$105.69 - $140.64 $107K - $142K
2.29K $303K
CRM
Salesforce, Inc.

Technology
-329
- 19.53%
$236.26 - $291.15 $77.7K - $95.8K
1.36K $369K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.61K
- 14.6%
$39.89 - $49.46 $104K - $129K
15.3K $754K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.3K
- 99.92%
$37.77 - $46.15 $48.9K - $59.8K
1 $0
VB
Vanguard Small Cap ETF

ETFs
-266
- 23.03%
$193.73 - $237.37 $51.5K - $63.1K
889 $210K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.03K
- 62.85%
$20.42 - $25.3 $41.5K - $51.4K
1.2K $30K
SCHW
Schwab Charles Corp

Financial Services
-684
- 22.28%
$69.06 - $91.24 $47.2K - $62.4K
2.39K $217K
BAC
Bank Of America Corp

Financial Services
-1.41K
- 17.99%
$34.39 - $47.46 $48.4K - $66.8K
6.41K $303K
NOW
Service Now, Inc.

Technology
-162
- 25.04%
$721.65 - $1040.18 $117K - $169K
485 $498K
VIG
Vanguard Dividend Appreciation

ETFs
-94
- 2.01%
N/A
4.57K $832K
SPOT
Spotify Technology S.A.

Communication Services
-207
- 29.24%
$503.3 - $775.9 $104K - $161K
501 $384K
Reddit Inc
-5
- 0.09%
N/A
5.48K $0
Simplify Exchange Traded Fun
-5.38K
- 1.79%
N/A
295K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.1K
- 10.54%
$45.98 - $56.15 $50.4K - $61.6K
9.31K $522K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-249
- 6.74%
$72.96 - $90.39 $18.2K - $22.5K
3.44K $307K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14
- 0.48%
$32.66 - $40.75 $457 - $571
2.91K $117K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-595
- 9.75%
$50.08 - $63.14 $29.8K - $37.6K
5.51K $347K
DIS
Walt Disney CO

Communication Services
-350
- 15.95%
$81.72 - $124.01 $28.6K - $43.4K
1.84K $228K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-38
- 8.78%
$416.06 - $551.64 $15.8K - $21K
395 $217K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-207
- 4.25%
$73.02 - $90.22 $15.1K - $18.7K
4.66K $416K
ISRG
Intuitive Surgical Inc

Healthcare
-31
- 4.04%
$451.58 - $565.94 $14K - $17.5K
736 $399K
NFLX
Netflix Inc

Communication Services
-111
- 23.67%
$855.86 - $1339.13 $95K - $149K
358 $479K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-89
- 0.55%
$34.72 - $42.74 $3.09K - $3.8K
16.2K $693K
UBER
Uber Technologies, Inc

Technology
-1.24K
- 15.09%
$64.62 - $93.3 $80.1K - $116K
6.97K $650K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-143
- 0.48%
$24.38 - $30.18 $3.49K - $4.32K
29.4K $885K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-90
- 0.5%
$30.87 - $39.17 $2.78K - $3.53K
18K $706K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-80
- 0.39%
$60.34 - $74.89 $4.83K - $5.99K
20.5K $1.54M
CRWD
Crowd Strike Holdings, Inc.

Technology
-33
- 2.94%
$321.63 - $509.31 $10.6K - $16.8K
1.09K $554K
VEA
Vanguard Ftse Developed Market

ETFs
-881
- 1.48%
$45.65 - $57.01 $40.2K - $50.2K
58.5K $3.34M
IVV
Ishares Core S&P 500 ETF

ETFs
-161
- 1.7%
$498.8 - $620.9 $80.3K - $100K
9.33K $5.79M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-20.4K
- 4.35%
$19.6 - $24.44 $400K - $499K
449K $11M
DFAI
Dimensional ETF Tr

ETFs
-12.9K
- 3.72%
$28.02 - $34.71 $362K - $448K
334K $11.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-517
- 0.45%
$58.41 - $72.69 $30.2K - $37.6K
114K $8.28M
Activity Summary
Buys All Purchases 28 New Holdings 10 Increased Positions 18 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 1
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