Morris Retirement Advisors, LLC Purchases in Q3 2024

Morris Retirement Advisors, LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PXE
Invesco Exchange Traded Fd Tr

ETFs
98.4K
New
$28.95 - $33.76 $2.85M - $3.32M
98.4K $2.92M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.9K
New
$211.47 - $281.27 $2.51M - $3.34M
11.9K $2.92M
IVV
Ishares Core S&P 500 ETF

ETFs
759
+ 1.67%
$520.18 - $576.82 $395K - $438K
46.2K $26.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
30.9K
+ 18.86%
$47.95 - $49.61 $1.48M - $1.54M
195K $9.64M
AAPL
Apple Inc.

Technology
2.77K
+ 13.96%
$207.23 - $234.82 $574K - $651K
22.6K $5.27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.92K
+ 11.22%
$91.42 - $91.82 $907K - $911K
98.4K $9.03M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
103
+ 0.13%
$66.56 - $75.11 $6.86K - $7.74K
82.5K $6.16M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
433
New
$1024.09 - $1201.76 $443K - $520K
433 $455K
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
17.1K
+ 3.5%
$22.12 - $22.12 $378K - $378K
505K $11.2M
SRLN
Ssga Active Trust

ETFs
7.74K
+ 4.14%
$40.93 - $41.85 $317K - $324K
194K $8.12M
ADP
Automatic Data Processing Inc

Industrials
937
New
$233.44 - $279.45 $219K - $262K
937 $259K
PGR
Progressive Corp

Financial Services
705
+ 45.4%
$209.46 - $259.24 $148K - $183K
2.26K $573K
BA
Boeing CO

Industrials
1.58K
New
$152.04 - $190.6 $240K - $301K
1.58K $239K
CMCSA
Comcast Corp

Communication Services
5.22K
New
$37.33 - $41.78 $195K - $218K
5.22K $218K
CEG
Constellation Energy Corp

Utilities
841
New
$167.08 - $262.86 $141K - $221K
841 $218K
UBER
Uber Technologies, Inc

Technology
2.85K
New
$58.48 - $77.47 $167K - $221K
2.85K $214K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.33K
New
$136.93 - $162.81 $182K - $216K
1.33K $213K
ORCL
Oracle Corp

Technology
1.25K
New
$125.9 - $170.35 $158K - $213K
1.25K $213K
RTX
Raytheon Technologies Corp

Industrials
1.73K
New
$99.55 - $123.34 $172K - $213K
1.73K $209K
WMT
Walmart Inc.

Consumer Defensive
65
+ 0.43%
$66.91 - $81.4 $4.35K - $5.29K
15.3K $1.23M
ALL
Allstate Corp

Financial Services
1.06K
New
$158.43 - $192.86 $167K - $203K
1.06K $200K
AVGO
Broadcom Inc.

Technology
8.56K
+ 954.07%
$136.27 - $1745.86 $1.17M - $14.9M
9.46K $1.63M
IBM
International Business Machines Corp

Technology
484
+ 27.99%
$175.1 - $223.38 $84.7K - $108K
2.21K $489K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
10.2K
New
$15.33 - $17.47 $157K - $179K
10.2K $176K
PDI
Pimco Dynamic Income Fund

Financial Services
4.32K
+ 8.55%
$18.7 - $20.25 $80.8K - $87.5K
54.8K $1.11M
ISRG
Intuitive Surgical Inc

Healthcare
214
+ 28.72%
$416.14 - $494.01 $89.1K - $106K
959 $471K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
11K
New
$11.58 - $12.39 $127K - $136K
11K $136K
LMT
Lockheed Martin Corp

Industrials
14
+ 1.52%
$460.3 - $584.56 $6.44K - $8.18K
937 $547K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
12.6K
New
$7.9 - $8.67 $99.5K - $109K
12.6K $109K
CAT
Caterpillar Inc

Industrials
39
+ 2.66%
$316.8 - $391.12 $12.4K - $15.3K
1.5K $587K
PG
Procter & Gamble CO

Consumer Defensive
453
+ 20.51%
$160.76 - $177.82 $72.8K - $80.6K
2.66K $460K
NVDA
Nvidia Corp

Technology
1.3K
+ 4.03%
$98.91 - $134.91 $128K - $175K
33.5K $4.07M
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.54%
$163.84 - $199.33 $2.62K - $3.19K
2.99K $590K
KO
Coca Cola CO

Consumer Defensive
547
+ 12.46%
$62.69 - $73.01 $34.3K - $39.9K
4.94K $354K
CB
Chubb LTD

Financial Services
110
+ 8.49%
$252.51 - $292.2 $27.8K - $32.1K
1.41K $405K
JNJ
Johnson & Johnson

Healthcare
214
+ 8.56%
$145.48 - $167.38 $31.1K - $35.8K
2.71K $439K
MDLZ
Mondelez International, Inc.

Consumer Defensive
400
+ 7.74%
$64.35 - $75.71 $25.7K - $30.3K
5.57K $410K
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 1.91%
$194.9 - $224.8 $17.7K - $20.5K
4.87K $1.03M
EQIX
Equinix Inc

Real Estate
1
+ 0.24%
$749.0 - $890.01 $749 - $890
420 $372K
UPS
United Parcel Service Inc

Industrials
355
+ 8.48%
$123.32 - $147.38 $43.8K - $52.3K
4.54K $618K
DSI
Ishares Msci Kld 400 Social Et

ETFs
288
+ 12.78%
$97.81 - $108.79 $28.2K - $31.3K
2.54K $276K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 13.73%
$3305.62 - $4268.05 $23.1K - $29.9K
58 $244K
CRM
Salesforce, Inc.

Technology
100
+ 11.06%
$238.42 - $276.53 $23.8K - $27.7K
1K $274K
BAC
Bank Of America Corp

Financial Services
1.07K
+ 19.95%
$36.65 - $44.13 $39.1K - $47.1K
6.42K $254K
IYH
Ishares Tr

ETFs
15
+ 0.18%
$60.29 - $66.38 $904 - $996
8.43K $548K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
14
+ 0.14%
$11.57 - $14.32 $162 - $200
10.1K $143K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
112
+ 0.78%
$6.26 - $7.76 $701 - $869
14.5K $111K
PHT
Pioneer High Income Fund, Inc.

Financial Services
243
+ 0.64%
$7.5 - $8.02 $1.82K - $1.95K
38.2K $305K
XLE
Energy Sector Spdr

ETFs
256
+ 10.39%
$84.35 - $93.39 $21.6K - $23.9K
2.72K $238K
Activity Summary
Buys All Purchases 65 New Holdings 15 Increased Positions 50 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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