Morris Financial Concepts, Inc. Purchases in Q3 2024

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.59K
+ 2.59%
$520.18 - $576.82 $826K - $916K
63K $36.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.97K
+ 4.48%
$105.53 - $118.34 $524K - $588K
116K $13.6M
IEFA
Ishares Tr

ETFs
6.66K
+ 3.66%
$70.09 - $78.74 $467K - $524K
188K $14.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.57K
+ 2.55%
$46.9 - $51.96 $167K - $186K
144K $7.41M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.71K
+ 6.87%
$81.31 - $83.29 $465K - $476K
88.9K $7.39M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.51K
+ 6.8%
$76.38 - $78.87 $344K - $355K
70.8K $5.57M
IVE
Ishares S&P 500 Value ETF

ETFs
884
+ 5.33%
$181.06 - $197.17 $160K - $174K
17.5K $3.45M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.94K
+ 83.72%
$116.79 - $133.54 $344K - $393K
6.46K $851K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.83K
+ 7.08%
$84.77 - $97.13 $240K - $275K
42.8K $4.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.26K
+ 34.99%
$44.83 - $47.42 $325K - $344K
28K $1.32M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
9.25K
New
$36.82 - $39.74 $340K - $367K
9.25K $367K
EFG
Msci Eafe Growth ETF

ETFs
2.76K
+ 77.61%
$96.84 - $108.77 $267K - $300K
6.31K $679K
AAPL
Apple Inc.

Technology
684
+ 9.85%
$207.23 - $234.82 $142K - $161K
7.63K $1.78M
IEMG
Ishares Inc

ETFs
5.47K
+ 38.79%
$53.64 - $53.64 $294K - $294K
19.6K $1.05M
CMI
Cummins Inc

Industrials
907
New
$266.63 - $326.4 $242K - $296K
907 $293K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.56K
New
$162.83 - $179.16 $255K - $280K
1.56K $280K
WMT
Walmart Inc.

Consumer Defensive
3.42K
New
$66.91 - $81.4 $229K - $279K
3.42K $276K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.12K
+ 3.64%
$24.06 - $26.97 $75.1K - $84.2K
89K $2.39M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.28K
+ 20.49%
$25.21 - $28.46 $184K - $207K
42.8K $1.21M
GS
Goldman Sachs Group Inc

Financial Services
518
New
$459.02 - $510.25 $238K - $264K
518 $256K
AN
Autonation, Inc.

Consumer Cyclical
1.4K
New
$156.14 - $190.72 $219K - $268K
1.4K $251K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.39K
New
$92.63 - $105.69 $221K - $252K
2.39K $248K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
521
New
$460.0 - $505.78 $240K - $264K
521 $242K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.36K
+ 8.67%
$51.0 - $57.07 $120K - $134K
29.5K $1.64M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
218
+ 0.13%
$47.18 - $48.74 $10.3K - $10.6K
168K $8.17M
UNH
Unitedhealth Group Inc

Healthcare
392
New
$488.01 - $604.18 $191K - $237K
392 $229K
VZ
Verizon Communications Inc

Communication Services
4.9K
New
$38.89 - $45.0 $190K - $220K
4.9K $219K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.95K
+ 10.17%
$59.25 - $65.33 $116K - $128K
21.2K $1.37M
AVGO
Broadcom Inc.

Technology
1.22K
New
$136.27 - $1745.86 $167K - $2.13M
1.22K $210K
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
New
$161.02 - $200.0 $179K - $222K
1.11K $207K
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$99.55 - $123.34 $167K - $207K
1.68K $203K
ISRG
Intuitive Surgical Inc

Healthcare
415
New
$416.14 - $494.01 $173K - $205K
415 $203K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
9.69K
New
$20.47 - $20.71 $198K - $201K
9.69K $200K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.2K
New
$19.2 - $19.63 $196K - $201K
10.2K $199K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.1K
New
$19.2 - $19.82 $194K - $201K
10.1K $199K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.6K
New
$18.12 - $18.92 $192K - $201K
10.6K $199K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.71K
New
$19.92 - $20.67 $193K - $201K
9.71K $199K
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 1.54%
$245.82 - $304.51 $13.5K - $16.7K
3.62K $1.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
936
+ 4.65%
$75.32 - $84.37 $70.5K - $79K
21.1K $1.76M
OSCV
Opus Small Cap Value ETF

ETFs
4.82K
New
$33.99 - $37.93 $164K - $183K
4.82K $180K
VFH
Vanguard Financial ETF

ETFs
1.11K
+ 22.75%
$99.27 - $111.21 $110K - $124K
6.01K $660K
JPM
Jpmorgan Chase & CO

Financial Services
425
+ 4.43%
$194.9 - $224.8 $82.8K - $95.5K
10K $2.11M
IWN
Ishares Russell2000 Val ETF

ETFs
366
+ 5.12%
$150.05 - $171.34 $54.9K - $62.7K
7.52K $1.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
546
+ 2.47%
$79.29 - $84.02 $43.3K - $45.9K
22.6K $1.89M
AVDE
American Centy ETF Tr Avantis

ETFs
78
+ 0.3%
$60.09 - $67.67 $4.69K - $5.28K
25.9K $1.74M
META
Meta Platforms, Inc.

Communication Services
108
+ 11.27%
$453.41 - $572.44 $49K - $61.8K
1.07K $610K
AVUS
American Centy ETF Tr Avantis

ETFs
48
+ 0.2%
$86.27 - $95.15 $4.14K - $4.57K
24.3K $2.31M
VTV
Vanguard Value ETF

ETFs
694
+ 2478.57%
$159.75 - $174.57 $111K - $121K
722 $126K
DFAI
Dimensional ETF Tr

ETFs
3.23K
+ 67.26%
$28.69 - $32.06 $92.8K - $104K
8.04K $255K
Activity Summary
Buys All Purchases 102 New Holdings 33 Increased Positions 69 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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