Morling Financial Advisors, LLC Sells in Q4 2024

Morling Financial Advisors, LLC

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-5.8K
- 0.6%
$39.3 - $41.34 $228K - $240K
968K $38.1M
VEA
Vanguard Ftse Developed Market

ETFs
-821
- 1.36%
$47.57 - $52.44 $39.1K - $43.1K
59.7K $2.86M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.57K
- 23.37%
$18.41 - $40.87 $47.2K - $105K
8.42K $155K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.39K
- 22.25%
$44.04 - $49.49 $194K - $217K
15.4K $676K
MSFT
Microsoft Corp

Technology
-345
- 10.18%
$406.35 - $454.46 $140K - $157K
3.04K $1.28M
VIG
Vanguard Dividend Appreciation

ETFs
-548
- 10.3%
N/A
4.77K $869K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-238
- 0.8%
$26.63 - $30.23 $6.34K - $7.19K
29.6K $787K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-46
- 0.28%
$38.37 - $42.82 $1.77K - $1.97K
16.5K $633K
IEMG
Ishares Inc

ETFs
-870
- 1.21%
N/A
70.9K $3.8M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-638
- 4.23%
$26.16 - $28.82 $16.7K - $18.4K
14.5K $378K
VNQ
Vanguard Specialized Funds Van

ETFs
-142
- 10.73%
$87.85 - $98.6 $12.5K - $14K
1.18K $105K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-125
- 5.85%
$61.68 - $67.87 $7.71K - $8.48K
2.01K $125K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-477
- 2.23%
$69.3 - $74.3 $33.1K - $35.4K
20.9K $1.49M
Reddit Inc
-33.2K
- 86.26%
N/A
5.29K $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.17K
- 1.84%
$66.77 - $71.52 $145K - $155K
115K $7.95M
ABNB
Airbnb, Inc.

Consumer Cyclical
-41
- 0.6%
$125.36 - $147.37 $5.14K - $6.04K
6.74K $885K
IVV
Ishares Core S&P 500 ETF

ETFs
-147
- 1.51%
$570.51 - $610.59 $83.9K - $89.8K
9.57K $5.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-222
- 20.88%
$213.65 - $479.86 $47.4K - $107K
841 $339K
NOW
Service Now, Inc.

Technology
-4
- 0.76%
$867.18 - $1148.42 $3.47K - $4.59K
523 $554K
GOOG
Alphabet Inc.

Communication Services
-242
- 4.33%
$163.08 - $198.16 $39.5K - $48K
5.34K $1.02M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-100
- 0.23%
$124.26 - $134.12 $12.4K - $13.4K
43.9K $5.64M
AAPL
Apple Inc.

Technology
-822
- 1.91%
$221.69 - $259.02 $182K - $213K
42.3K $10.6M
COIN
Coinbase Global, Inc.

Technology
-407
- 0.57%
$163.17 - $343.62 $66.4K - $140K
70.8K $17.6M
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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