Morris Financial Concepts, Inc. Reduced Holdings in Q3 2025

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-84
- 3.75%
$625.65 - $812.69 $52.6K - $68.3K
2.15K $1.64M
NFLX
Netflix Inc

Communication Services
-15
- 3.04%
$1147.87 - $1297.18 $17.2K - $19.5K
478 $573K
KO
Coca Cola CO

Consumer Defensive
-340
- 6.64%
$65.67 - $71.67 $22.3K - $24.4K
4.78K $317K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 2.5%
$915.95 - $994.57 $11.9K - $12.9K
507 $469K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-41
- 0.73%
$60.9 - $70.75 $2.5K - $2.9K
5.61K $350K
PG
Procter & Gamble CO

Consumer Defensive
-8
- 0.29%
$150.47 - $161.22 $1.2K - $1.29K
2.71K $415K
FIX
Comfort Systems Usa Inc

Industrials
-168
- 39.07%
$521.66 - $825.18 $87.6K - $139K
262 $216K
ABT
Abbott Laboratories

Healthcare
-42
- 1.8%
$120.51 - $136.62 $5.06K - $5.74K
2.29K $306K
WFC
Wells Fargo & Company

Financial Services
-365
- 5.94%
$77.05 - $85.16 $28.1K - $31.1K
5.78K $484K
SE
Sea LTD

Consumer Cyclical
-181
- 12.94%
$146.23 - $196.5 $26.5K - $35.6K
1.22K $217K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-9
- 8.26%
$59.29 - $62.87 $534 - $566
100 $6K
BOND
Pimco Active Bond Exchange Tra

ETFs
-6
- 3.97%
$90.83 - $93.81 $545 - $563
145 $13K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-129
- 5.38%
$28.15 - $30.13 $3.63K - $3.89K
2.27K $67K
DFSI
Dimensional ETF Tr Dimen Intl
-393
- 7.11%
N/A
5.13K $0
ADSK
Autodesk, Inc.

Technology
-1
- 0.1%
N/A
973 $239K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-106
- 4.26%
$38.52 - $41.26 $4.08K - $4.37K
2.38K $97K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-103
- 2.96%
$87.05 - $93.19 $8.97K - $9.6K
3.37K $313K
VUG
Vanguard Growth ETF

ETFs
-4
- 2.56%
$433.97 - $484.08 $1.74K - $1.94K
152 $72K
FNDC
Schwab Fundamental Intl Small

ETFs
-287
- 3.65%
$41.81 - $45.21 $12K - $13K
7.57K $336K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-7
- 0.49%
$39.06 - $43.42 $273 - $304
1.42K $61K
MCD
Mcdonalds Corp

Consumer Cyclical
-3
- 0.43%
$291.67 - $316.99 $875 - $951
693 $210K
MA
Mastercard Inc

Financial Services
-3
- 0.22%
$550.18 - $598.96 $1.65K - $1.8K
1.34K $759K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-7
- 0.25%
$33.13 - $36.31 $232 - $254
2.82K $102K
FNDF
Schwab Fundamental Intl Large

ETFs
-237
- 3.72%
$39.84 - $43.15 $9.44K - $10.2K
6.13K $263K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-202
- 0.52%
$41.8 - $43.15 $8.44K - $8.72K
38.5K $1.65M
MRK
Merck & Co., Inc.

Healthcare
-3
- 0.1%
$77.6 - $87.37 $233 - $262
3.05K $255K
DASH
Door Dash, Inc.

Communication Services
-52
- 4.27%
$234.5 - $272.5 $12.2K - $14.2K
1.17K $316K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-235
- 15.13%
$224.68 - $282.71 $52.8K - $66.4K
1.32K $368K
FNDX
Schwab Fundamental U S Large C

ETFs
-255
- 1.74%
$24.38 - $26.34 $6.22K - $6.72K
14.4K $379K
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.37%
$133.81 - $152.16 $1.34K - $1.52K
2.71K $380K
VCIT
Vanguard Intermediate Term Cor

ETFs
-52
- 0.22%
$81.75 - $84.54 $4.25K - $4.4K
23.1K $1.95M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-175
- 1.65%
$42.28 - $45.71 $7.4K - $8K
10.5K $476K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-62
- 0.74%
$30.13 - $33.37 $1.87K - $2.07K
8.37K $279K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-382
- 3.33%
$37.04 - $40.86 $14.1K - $15.6K
11.1K $452K
RTX
Raytheon Technologies Corp

Industrials
-106
- 5.1%
$144.19 - $167.33 $15.3K - $17.7K
1.97K $330K
DFAI
Dimensional ETF Tr

ETFs
-41
- 0.24%
$34.05 - $36.55 $1.4K - $1.5K
17K $619K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-246
- 2.01%
$41.34 - $45.65 $10.2K - $11.2K
12K $539K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-109
- 1.96%
$126.64 - $135.65 $13.8K - $14.8K
5.45K $738K
GS
Goldman Sachs Group Inc

Financial Services
-11
- 2.03%
$696.56 - $806.32 $7.66K - $8.87K
531 $422K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-20
- 0.37%
$121.46 - $130.92 $2.43K - $2.62K
5.37K $700K
AVEM
American Centy ETF Tr Avantis

ETFs
-71
- 0.79%
$68.33 - $75.41 $4.85K - $5.35K
8.94K $671K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-552
- 2.31%
$72.04 - $77.35 $39.8K - $42.7K
23.4K $1.79M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-439
- 4.63%
$98.99 - $112.2 $43.5K - $49.3K
9.04K $999K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-955
- 2.49%
$29.55 - $32.52 $28.2K - $31.1K
37.5K $1.2M
MSFT
Microsoft Corp

Technology
-1
- 0.03%
$491.09 - $535.64 $491 - $536
3.13K $1.62M
AVDE
American Centy ETF Tr Avantis

ETFs
-65
- 0.31%
$73.24 - $79.04 $4.76K - $5.14K
20.8K $1.64M
NVDA
Nvidia Corp

Technology
-37
- 1.0%
$153.3 - $186.58 $5.67K - $6.9K
3.65K $681K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4
- 0.09%
$339.37 - $366.46 $1.36K - $1.47K
4.4K $1.61M
ABBV
Abb Vie Inc.

Healthcare
-17
- 0.64%
$184.85 - $231.54 $3.14K - $3.94K
2.63K $608K
Activity Summary
Buys All Purchases 73 New Holdings 4 Increased Positions 69 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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