Morris Financial Concepts, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $230 Million distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $37.1M, Schwab Strategic Tr Us Large C with a value of $31.7M, Ishares Core S&P Sm Cap ETF with a value of $13.7M, Ishares Tr with a value of $13.3M, and Ihares Core 1 5 Years Usd Bond with a value of $8.07M.
Examining the 13F form we can see an increase of $688K in the current position value, from $229M to 230M.
Below you can find more details about Morris Financial Concepts, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$230 Million
ETFs: $201 Million
Technology: $5.75 Million
Consumer Cyclical: $5.58 Million
Financial Services: $5.02 Million
Healthcare: $3.35 Million
Consumer Defensive: $3.12 Million
Communication Services: $2.24 Million
Industrials: $1.17 Million
Other: $1.24 Million
Stock Holdings Table Market Cap. of $200 Billions or more
