Morris Financial Concepts, Inc. Portfolio Holdings

Morris Financial Concepts, Inc.

  • $234 Million
  • Q1 2025

Morris Financial Concepts, Inc. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $234 Million distributed in 198 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 $35.4M, Schwab Strategic Tr Us Large C with a value of $30.4M, Ishares Tr with a value of $14.5M, Ishares Core S&P Sm Cap ETF with a value of $12.6M, and Ishares Barclays 1 3 Year Trea with a value of $8.33M.

Examining the 13F form we can see an increase of $4.74M in the current position value, from $230M to 234M.

Below you can find more details about Morris Financial Concepts, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $234 Million
ETFs: $205 Million
Financial Services: $5.17 Million
Technology: $5.02 Million
Consumer Cyclical: $5 Million
Healthcare: $4.27 Million
Consumer Defensive: $3.76 Million
Communication Services: $2.32 Million
Industrials: $1.25 Million
Other: $1.34 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $234 Million
  • Prior Value $230 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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