Morling Financial Advisors, LLC Portfolio Holdings
Morling Financial Advisors, LLC
- $272 Million
- Q1 2025
Morling Financial Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $272 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ssga Active ETF Tr Spdr Doblel with a value of $36.7M, First Tr ETF Viii Tcw Unconstr with a value of $31.4M, Vanguard Total Stock Market Et with a value of $30.9M, Vanguard with a value of $19.9M, and Dimensional ETF Tr with a value of $19.7M.
Examining the 13F form we can see an increase of $2.24M in the current position value, from $270M to 272M.
Below you can find more details about Morling Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$272 Million
ETFs: $225 Million
Technology: $30.6 Million
Communication Services: $6.85 Million
Consumer Cyclical: $3.74 Million
Financial Services: $3.44 Million
Healthcare: $1.53 Million
Consumer Defensive: $590,000
Industrials: $349,000
Other: $0