Morris Retirement Advisors, LLC Purchases in Q1 2025

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DJD
Invesco Exchange Traded Fd Tr

ETFs
12.7K
+ 5.62%
$50.21 - $54.3 $637K - $689K
238K $12.5M
VRT
Vertiv Holdings CO

Industrials
9.14K
New
N/A
9.14K $792K
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
30.9K
+ 5.82%
N/A
562K $12.4M
GH
Guardant Health, Inc.

Healthcare
15.3K
New
$31.77 - $49.94 $485K - $763K
15.3K $658K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
10.2K
+ 5.07%
$48.31 - $49.23 $493K - $502K
211K $10.4M
ITA
Ishares Tr

ETFs
2.02K
+ 6.26%
$144.84 - $159.5 $293K - $323K
34.3K $5.26M
EAT
Brinker International, Inc

Consumer Cyclical
3.76K
New
$133.46 - $189.14 $501K - $711K
3.76K $554K
INTA
Intapp, Inc.

Technology
8.96K
New
$57.21 - $74.1 $512K - $664K
8.96K $536K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.63K
New
$132.75 - $177.12 $482K - $644K
3.63K $536K
PEGA
Pegasystems Inc

Technology
7.72K
New
$68.14 - $112.29 $526K - $867K
7.72K $536K
DUOL
Duolingo, Inc.

Technology
1.49K
New
$272.49 - $441.39 $405K - $656K
1.49K $468K
LRN
Stride, Inc.

Consumer Defensive
3.51K
New
$106.34 - $142.28 $373K - $499K
3.51K $442K
CRS
Carpenter Technology Corp

Industrials
2.37K
New
$172.39 - $212.53 $408K - $503K
2.37K $429K
VPU
Vanguard Utilities ETF

ETFs
1.77K
+ 9.22%
$161.24 - $173.33 $285K - $307K
21K $3.55M
SRLN
Ssga Active Trust

ETFs
12.9K
+ 6.2%
$41.02 - $41.99 $531K - $543K
222K $9.11M
GMED
Globus Medical Inc

Healthcare
5.41K
New
$69.68 - $93.32 $377K - $505K
5.41K $395K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
11.9K
New
$32.86 - $38.05 $390K - $452K
11.9K $393K
BE
Bloom Energy Corp

Industrials
19K
New
$19.66 - $29.81 $374K - $567K
19K $386K
DOCN
Digital Ocean Holdings, Inc.

Technology
11K
New
$33.39 - $46.69 $369K - $515K
11K $377K
FRPT
Freshpet, Inc.

Consumer Defensive
4.46K
New
$83.17 - $162.59 $371K - $725K
4.46K $376K
BILL
Bill.Com Holdings, Inc.

Technology
8.07K
New
$43.59 - $97.07 $352K - $783K
8.07K $370K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
6.95K
+ 7.53%
$86.24 - $97.98 $600K - $681K
99.3K $8.66M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
11.7K
New
$22.39 - $33.23 $263K - $390K
11.7K $358K
CFLT
Confluent, Inc.

Technology
14.9K
New
$23.44 - $37.65 $350K - $562K
14.9K $349K
GTLB
Gitlab Inc.

Technology
6.97K
New
$47.0 - $73.14 $327K - $510K
6.97K $327K
BP
Bp PLC

Energy
9.53K
New
$29.93 - $35.31 $285K - $336K
9.53K $321K
FRSH
Freshworks Inc.

Technology
22.7K
New
$14.11 - $19.75 $320K - $447K
22.7K $319K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.07K
+ 3.02%
$91.45 - $91.75 $281K - $281K
105K $9.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.61K
+ 44.8%
$24.39 - $35.22 $186K - $268K
24.6K $754K
MO
Altria Group, Inc.

Consumer Defensive
4.53K
New
$50.81 - $60.02 $230K - $272K
4.53K $271K
T
At&T Inc.

Communication Services
8.73K
New
$21.56 - $28.28 $188K - $247K
8.73K $246K
PDI
Pimco Dynamic Income Fund

Financial Services
7.98K
+ 13.94%
$18.51 - $20.05 $148K - $160K
65.2K $1.29M
TXN
Texas Instruments Inc

Technology
1.17K
New
N/A
1.17K $227K
GE
General Electric CO

Industrials
708
+ 29.39%
$168.59 - $212.13 $119K - $150K
3.12K $623K
MFC
Manulife Financial Corp

Financial Services
6.85K
New
$28.41 - $31.82 $195K - $218K
6.85K $213K
DE
Deere & CO

Industrials
447
New
$408.57 - $509.27 $183K - $228K
447 $209K
XOM
Exxon Mobil Corp

Energy
950
+ 11.68%
$105.44 - $118.93 $100K - $113K
9.08K $1.08M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.25K
+ 79.72%
$50.29 - $50.5 $163K - $164K
7.33K $368K
ABBV
Abb Vie Inc.

Healthcare
292
+ 9.28%
$169.2 - $216.66 $49.4K - $63.3K
3.44K $720K
AMGN
Amgen Inc

Healthcare
275
+ 26.62%
$258.59 - $327.36 $71.1K - $90K
1.31K $407K
KO
Coca Cola CO

Consumer Defensive
1.25K
+ 24.83%
$60.81 - $72.32 $76.2K - $90.6K
6.3K $451K
JNJ
Johnson & Johnson

Healthcare
387
+ 14.56%
$142.06 - $167.7 $55K - $64.9K
3.05K $504K
VZ
Verizon Communications Inc

Communication Services
1.05K
+ 8.0%
$37.81 - $46.49 $39.6K - $48.7K
14.1K $641K
CVX
Chevron Corp

Energy
172
+ 6.43%
$146.71 - $167.97 $25.2K - $28.9K
2.85K $475K
INTU
Intuit Inc

Technology
146
+ 31.67%
$555.63 - $630.23 $81.1K - $92K
607 $372K
IBM
International Business Machines Corp

Technology
29
+ 1.38%
$217.4 - $264.74 $6.3K - $7.68K
2.13K $529K
CSCO
Cisco Systems, Inc.

Technology
787
+ 13.17%
$58.74 - $64.87 $46.2K - $51.1K
6.76K $417K
PAYX
Paychex Inc

Industrials
210
+ 11.47%
$136.06 - $154.52 $28.6K - $32.4K
2.04K $314K
PEP
Pepsico Inc

Consumer Defensive
385
+ 23.93%
$142.64 - $156.42 $54.9K - $60.2K
1.99K $298K
Activity Summary
Buys All Purchases 82 New Holdings 30 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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