Morris Retirement Advisors, LLC Portfolio Holdings

Morris Retirement Advisors, LLC

  • $224 Million
  • Q3 2025

Morris Retirement Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $224 Million distributed in 140 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 $26.5M, Vanguard Ftse Europe ETF Ftse with a value of $14.2M, Invesco Exchange Traded Fd Tr with a value of $12.9M, Direxion Nasdaq 100 Equal Weig with a value of $12.1M, and Janus Detroit Str Tr Janus Hen with a value of $11.8M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $211M to 224M.

Morris Retirement Advisors, LLC is based out at Parsippany, NJ

Below you can find more details about Morris Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $224 Million
ETFs: $147 Million
Technology: $21.2 Million
Industrials: $11.4 Million
Financial Services: $11.1 Million
Communication Services: $10.6 Million
Consumer Cyclical: $8.15 Million
Healthcare: $7.23 Million
Consumer Defensive: $4.41 Million
Other: $2.67 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.5 Million 11.84% of portfolio
39,642
Q3 2025 Reduced 17.51%
$0
$14.2 Million 6.35% of portfolio
178,225
Q3 2025 Added 1.79%
$0
$12.9 Million 5.77% of portfolio
234,159
Q3 2025 Added 6.18%
$0
$12.1 Million 5.4% of portfolio
119,153
Q3 2025 Reduced 1.05%
$0
$11.8 Million 5.28% of portfolio
232,830
Q3 2025 Added 9.48%
$0
$11.1 Million 4.97% of portfolio
223,918
Q3 2025 Added 12.26%
$0
$9.49 Million 4.23% of portfolio
101,676
Q3 2025 Added 11.9%
$0
$9.23 Million 4.12% of portfolio
47,442
Q3 2025 Added 1.68%
$0
$8.99 Million 4.01% of portfolio
216,209
Q3 2025 Added 8.74%
$0
$7.4 Million 3.3% of portfolio
35,339
Q3 2025 Added 3.05%
$3.78T
$6.07 Million 2.71% of portfolio
11,716
Q3 2025 Added 1.83%
$465B
$4.64 Million 2.07% of portfolio
24,848
Q3 2025 Reduced 0.74%
$0
$4.53 Million 2.02% of portfolio
46,895
Q3 2025 Reduced 8.99%
$4.3T
$4.31 Million 1.92% of portfolio
16,938
Q3 2025 Reduced 0.76%
$1.37T
$4.21 Million 1.88% of portfolio
5,737
Q3 2025 Reduced 1.71%
$0
$4.12 Million 1.84% of portfolio
21,743
Q3 2025 Added 4.8%
$2.39T
$3.57 Million 1.59% of portfolio
16,259
Q3 2025 Reduced 1.53%
$0
$3.23 Million 1.44% of portfolio
36,200
Q3 2025 New
$1.74T
$2.51 Million 1.12% of portfolio
10,291
Q3 2025 Reduced 8.08%
$39.4B
$2.34 Million 1.04% of portfolio
3,259
Q3 2025 Reduced 2.54%
$9.12B
$2.29 Million 1.02% of portfolio
25,037
Q3 2025 Added 1.11%
$0
$2.07 Million 0.92% of portfolio
84,622
Q3 2025 Reduced 0.91%
$342B
$1.62 Million 0.72% of portfolio
8,900
Q3 2025 Added 79.83%
$279B
$1.57 Million 0.7% of portfolio
15,197
Q3 2025 Added 9.34%
$139B
$1.5 Million 0.67% of portfolio
4,546
Q3 2025 Reduced 11.23%
$881B
$1.51 Million 0.67% of portfolio
4,779
Q3 2025 Reduced 0.97%
$0
$1.43 Million 0.64% of portfolio
72,363
Q3 2025 Added 2.85%
$0
$1.15 Million 0.51% of portfolio
1,725
Q3 2025 Added 7.48%
$49.1B
$1.1 Million 0.49% of portfolio
917
Q3 2025 Reduced 0.22%
$41.3B
$1.05 Million 0.47% of portfolio
12,533
Q3 2025 Added 0.12%
$2.23B
$978,000 0.44% of portfolio
42,636
Q3 2025 New
$9.65B
$959,000 0.43% of portfolio
15,357
Q3 2025 Reduced 6.09%
$4.37B
$970,000 0.43% of portfolio
4,293
Q1 2024 Added 23.01%
$5.2B
$931,000 0.42% of portfolio
12,739
Q3 2025 Reduced 7.24%
$328B
$929,000 0.41% of portfolio
3,089
Q3 2025 Reduced 3.98%
$954M
$912,000 0.41% of portfolio
25,351
Q3 2025 Added 215.47%
$490B
$875,000 0.39% of portfolio
7,763
Q3 2025 Reduced 6.49%
$300B
$864,000 0.39% of portfolio
2,503
Q3 2025 Reduced 6.08%
$0
$796,000 0.36% of portfolio
13,952
Q3 2025 Reduced 7.73%
$6.87B
$782,000 0.35% of portfolio
5,501
Q3 2025 Reduced 4.6%
$15.8B
$790,000 0.35% of portfolio
4,858
Q3 2025 Reduced 20.88%
$512B
$737,000 0.33% of portfolio
1,296
Q3 2025 Reduced 2.48%
$1.29T
$716,000 0.32% of portfolio
1,612
Q3 2025 Reduced 24.5%
$0
$697,000 0.31% of portfolio
28,145
Q3 2025 Reduced 0.22%
$414B
$668,000 0.3% of portfolio
2,889
Q3 2025 Reduced 0.03%
$39.1B
$668,000 0.3% of portfolio
2,586
Q3 2025 Added 97.71%
$291B
$659,000 0.29% of portfolio
1,383
Q1 2025 Reduced 9.84%
$533B
$649,000 0.29% of portfolio
1,904
Q3 2025 Reduced 8.99%
$971B
$640,000 0.29% of portfolio
839
Q3 2025 Reduced 13.86%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $224 Million
  • Prior Value $211 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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