Morris Financial Concepts, Inc. Incresed Positions in Q3 2024

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
405
+ 18.78%
$148.65 - $191.18 $60.2K - $77.4K
2.56K $424K
ABT
Abbott Laboratories

Healthcare
78
+ 3.62%
$100.07 - $118.13 $7.81K - $9.21K
2.23K $254K
SUB
Ishares Short Term National Mu

ETFs
144
+ 5.12%
$104.3 - $106.3 $15K - $15.3K
2.96K $313K
BND
Vanguard Bd Index Fd Inc Total

ETFs
223
+ 37.23%
$71.45 - $75.64 $15.9K - $16.9K
822 $61K
VGSH
Vanguard

ETFs
282
+ 23.86%
$57.74 - $59.13 $16.3K - $16.7K
1.46K $86K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
514
+ 13.08%
N/A
4.44K $140K
IWV
Ishares Russell 3000 ETF

ETFs
39
+ 21.55%
$294.75 - $326.73 $11.5K - $12.7K
220 $71K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
87
+ 5.99%
$147.95 - $191.05 $12.9K - $16.6K
1.54K $267K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
277
+ 6.0%
$50.25 - $50.74 $13.9K - $14.1K
4.9K $248K
IDV
Ishares Tr

ETFs
200
+ 9.64%
$27.62 - $30.64 $5.52K - $6.13K
2.28K $68K
MUB
Ishares National Muni Bond ETF

ETFs
31
+ 2.04%
$106.13 - $108.7 $3.29K - $3.37K
1.55K $168K
ACWI
Ishares Msci Acwi ETF

ETFs
34
+ 11.07%
$107.24 - $119.84 $3.65K - $4.07K
341 $40K
AVUV
American Centy ETF Tr Avantis

ETFs
5
+ 1.82%
$88.24 - $99.7 $441 - $499
280 $26K
QUAL
Ishares Msci Usa Quality Facto

ETFs
10
+ 90.91%
$162.64 - $179.3 $1.63K - $1.79K
21 $3K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7
+ 10.61%
$113.45 - $126.18 $794 - $883
73 $9K
Dimensional ETF Trust
2.57K
+ 6.62%
N/A
41.4K $0
Dimensional ETF Trust
2.66K
+ 5.66%
N/A
49.6K $0
MRK
Merck & Co., Inc.

Healthcare
71
+ 1.64%
$111.15 - $128.97 $7.89K - $9.16K
4.39K $498K
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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