Morris Financial Concepts, Inc. Purchases in Q4 2024

Morris Financial Concepts, Inc.

  • $230 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
76
+ 0.12%
$570.51 - $610.59 $43.4K - $46.4K
63.1K $37.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
911K
+ 199.32%
$22.4 - $68.28 $20.4M - $62.2M
1.37M $31.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.8K
+ 8.78%
$81.68 - $82.93 $637K - $647K
96.7K $7.92M
SHV
Ishares Tr

ETFs
3.6K
+ 5.74%
$109.92 - $110.57 $395K - $398K
66.2K $7.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.24K
+ 516.18%
$71.75 - $75.11 $304K - $319K
5.07K $364K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.02%
$205.18 - $250.29 $410 - $501
10K $2.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.87K
+ 6.88%
$77.02 - $78.58 $375K - $383K
75.7K $5.85M
TXN
Texas Instruments Inc

Technology
1.33K
New
N/A
1.33K $257K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
7.67K
+ 202.56%
$31.92 - $36.14 $245K - $277K
11.4K $365K
CRM
Salesforce, Inc.

Technology
667
New
$270.87 - $367.87 $181K - $245K
667 $222K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.28K
New
$83.95 - $99.75 $192K - $228K
2.28K $203K
DASH
Door Dash, Inc.

Communication Services
1.2K
New
$141.93 - $180.48 $171K - $217K
1.2K $201K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.33K
+ 2.87%
$113.92 - $127.38 $379K - $424K
119K $13.7M
NVDA
Nvidia Corp

Technology
1.09K
+ 40.36%
$117.0 - $148.88 $127K - $162K
3.78K $507K
SCHA
Schwab Strategic Tr Us Small C

ETFs
149K
+ 103.93%
$25.33 - $51.16 $3.79M - $7.65M
293K $7.58M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
910
+ 14.1%
$129.96 - $144.97 $118K - $132K
7.37K $1.03M
AAPL
Apple Inc.

Technology
162
+ 2.12%
$221.69 - $259.02 $35.9K - $42K
7.79K $1.95M
DFIV
Dimensional ETF Tr

ETFs
5.06K
+ 182.34%
$34.86 - $37.97 $176K - $192K
7.83K $277K
AMZN
Amazon Com Inc

Consumer Cyclical
502
+ 45.18%
$180.88 - $232.93 $90.8K - $117K
1.61K $353K
GOOGL
Alphabet Inc.

Communication Services
233
+ 9.1%
$161.86 - $196.66 $37.7K - $45.8K
2.79K $528K
DFIS
Dimensional ETF Tr Dimensional

ETFs
12.3K
+ 13.84%
$24.25 - $26.7 $299K - $329K
101K $2.49M
AVUS
American Centy ETF Tr Avantis

ETFs
556
+ 2.29%
$94.36 - $102.06 $52.5K - $56.7K
24.9K $2.41M
NFLX
Netflix Inc

Communication Services
8
+ 1.66%
$687.65 - $936.56 $5.5K - $7.49K
489 $435K
AVGO
Broadcom Inc.

Technology
83
+ 6.79%
$159.67 - $250.0 $13.3K - $20.8K
1.31K $302K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.53K
+ 5.2%
$54.54 - $61.04 $83.7K - $93.6K
31K $1.73M
WMT
Walmart Inc.

Consumer Defensive
596
+ 17.41%
$79.1 - $95.7 $47.1K - $57K
4.02K $363K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.6K
+ 58.57%
N/A
7.05K $222K
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 13.54%
$873.59 - $994.69 $54.2K - $61.7K
520 $476K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
760
+ 19.52%
$67.57 - $76.22 $51.4K - $57.9K
4.65K $321K
GS
Goldman Sachs Group Inc

Financial Services
18
+ 3.47%
$486.1 - $608.57 $8.75K - $11K
536 $306K
DIS
Walt Disney CO

Communication Services
51
+ 1.81%
$92.39 - $117.6 $4.71K - $6K
2.88K $320K
KO
Coca Cola CO

Consumer Defensive
1.83K
+ 27.13%
$61.74 - $71.71 $113K - $131K
8.58K $534K
DFAU
Dimensional ETF Tr

ETFs
955
+ 7.47%
$39.27 - $42.38 $37.5K - $40.5K
13.7K $555K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
42
+ 2.73%
$172.07 - $207.36 $7.23K - $8.71K
1.58K $312K
HD
Home Depot, Inc.

Consumer Cyclical
182
+ 11.62%
$385.02 - $431.37 $70.1K - $78.5K
1.75K $679K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.76K
+ 13.11%
$75.1 - $82.99 $208K - $229K
23.8K $1.8M
ISRG
Intuitive Surgical Inc

Healthcare
50
+ 12.05%
$471.27 - $550.62 $23.6K - $27.5K
465 $242K
DFAS
Dimensional ETF Tr U S Small C

ETFs
513
+ 2.43%
$63.58 - $71.15 $32.6K - $36.5K
21.7K $1.41M
RTX
Raytheon Technologies Corp

Industrials
400
+ 23.81%
$114.45 - $127.21 $45.8K - $50.9K
2.08K $240K
AVSF
American Centy ETF Tr Avantis

ETFs
839
+ 9.96%
$46.02 - $47.0 $38.6K - $39.4K
9.26K $427K
EFG
Msci Eafe Growth ETF

ETFs
1.02K
+ 16.15%
$96.83 - $106.88 $98.8K - $109K
7.33K $710K
META
Meta Platforms, Inc.

Communication Services
22
+ 2.06%
$554.08 - $632.68 $12.2K - $13.9K
1.09K $641K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
160
+ 2.92%
$111.85 - $120.71 $17.9K - $19.3K
5.63K $648K
GOOG
Alphabet Inc.

Communication Services
100
+ 20.83%
$163.08 - $198.16 $16.3K - $19.8K
580 $110K
CMI
Cummins Inc

Industrials
17
+ 1.87%
$324.93 - $383.42 $5.52K - $6.52K
924 $322K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
129
+ 2.57%
$118.0 - $127.04 $15.2K - $16.4K
5.14K $625K
MSFT
Microsoft Corp

Technology
113
+ 3.72%
$406.35 - $454.46 $45.9K - $51.4K
3.15K $1.33M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
402
+ 3.84%
$41.09 - $45.94 $16.5K - $18.5K
10.9K $456K
AVIG
American Centy ETF Tr Avantis

ETFs
643
+ 14.48%
$40.48 - $42.48 $26K - $27.3K
5.08K $206K
Activity Summary
Buys All Purchases 88 New Holdings 4 Increased Positions 84 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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