Morris Financial Concepts, Inc. Portfolio Holdings
Morris Financial Concepts, Inc.
- $247 Million
- Q2 2025
Morris Financial Concepts, Inc. has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $247 Million distributed in 197 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 $37.4M, Schwab Strategic Tr Us Large C with a value of $32.4M, Ishares Tr with a value of $16M, Ishares Core S&P Sm Cap ETF with a value of $12.8M, and Ishares Barclays 1 3 Year Trea with a value of $8.81M.
Examining the 13F form we can see an increase of $12.6M in the current position value, from $234M to 247M.
Below you can find more details about Morris Financial Concepts, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$247 Million
ETFs: $218 Million
Technology: $5.8 Million
Financial Services: $5.72 Million
Consumer Cyclical: $4.08 Million
Healthcare: $3.85 Million
Consumer Defensive: $3.18 Million
Communication Services: $2.52 Million
Industrials: $1.65 Million
Other: $1.21 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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