Morris Retirement Advisors, LLC Purchases in Q4 2024

Morris Retirement Advisors, LLC

  • $184 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
19.2K
New
$160.52 - $179.11 $3.08M - $3.44M
19.2K $3.14M
PAVE
Global X Fds Us Infrastructure

ETFs
77.4K
New
$40.41 - $45.95 $3.13M - $3.56M
77.4K $3.13M
AXON
Axon Enterprise, Inc.

Industrials
1.26K
+ 64.36%
$399.22 - $689.78 $501K - $866K
3.21K $1.9M
IVV
Ishares Core S&P 500 ETF

ETFs
646
+ 1.4%
$570.51 - $610.59 $369K - $394K
46.8K $27.5M
PLTR
Palantir Technologies Inc.

Technology
10.1K
New
$36.46 - $82.38 $368K - $832K
10.1K $763K
V
Visa Inc.

Financial Services
2.09K
+ 116.25%
$273.87 - $320.91 $572K - $670K
3.89K $1.23M
SRLN
Ssga Active Trust

ETFs
14.2K
+ 7.32%
$41.48 - $42.08 $590K - $599K
209K $8.7M
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
26.1K
+ 5.17%
N/A
531K $11.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.27K
New
$213.65 - $479.86 $272K - $610K
1.27K $513K
NOW
Service Now, Inc.

Technology
439
New
$867.18 - $1148.42 $381K - $504K
439 $465K
TMUS
T Mobile Us, Inc.

Communication Services
1.69K
New
$206.1 - $246.94 $349K - $418K
1.69K $373K
SMR
Nuscale Power Corp

Industrials
20.8K
New
$11.69 - $30.21 $243K - $628K
20.8K $373K
VVX
V2 X, Inc.

Industrials
6.74K
New
$46.98 - $68.82 $317K - $464K
6.74K $322K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.33K
+ 11.15%
$238.25 - $261.28 $316K - $346K
13.2K $3.2M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.36K
+ 3.77%
$89.01 - $96.24 $299K - $323K
92.4K $8.29M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.18K
+ 3.24%
$91.29 - $91.8 $291K - $292K
102K $9.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.21K
New
$172.07 - $207.36 $208K - $250K
1.21K $238K
MCD
Mcdonalds Corp

Consumer Cyclical
815
New
$288.47 - $316.54 $235K - $258K
815 $236K
DASH
Door Dash, Inc.

Communication Services
1.32K
New
$141.93 - $180.48 $187K - $237K
1.32K $220K
WFC
Wells Fargo & Company

Financial Services
3.12K
New
$54.98 - $77.35 $172K - $241K
3.12K $219K
JETS
ETF Ser Solutions U S Global J

ETFs
8.26K
New
$20.04 - $25.93 $166K - $214K
8.26K $209K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.44K
New
$55.73 - $66.16 $191K - $227K
3.44K $207K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.08K
New
$50.23 - $50.46 $205K - $206K
4.08K $205K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.62K
New
$101.51 - $140.63 $165K - $228K
1.62K $203K
PWR
Quanta Services, Inc.

Industrials
641
New
$296.05 - $346.6 $190K - $222K
641 $202K
CMCSA
Comcast Corp

Communication Services
5.15K
+ 98.66%
$37.39 - $45.14 $193K - $233K
10.4K $389K
MA
Mastercard Inc

Financial Services
181
+ 7.87%
$491.3 - $536.15 $88.9K - $97K
2.48K $1.31M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.16K
+ 3.16%
$48.48 - $49.47 $299K - $305K
201K $9.79M
LLY
Eli Lilly & CO

Healthcare
351
+ 29.77%
$727.2 - $932.06 $255K - $327K
1.53K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
133
+ 43.61%
$873.59 - $994.69 $116K - $132K
438 $401K
F
Ford Motor CO

Consumer Cyclical
12.7K
New
$9.69 - $11.4 $123K - $145K
12.7K $125K
QUAL
Ishares Msci Usa Quality Facto

ETFs
763
+ 1.74%
$176.42 - $186.91 $135K - $143K
44.7K $7.96M
ISRG
Intuitive Surgical Inc

Healthcare
59
+ 6.15%
$471.27 - $550.62 $27.8K - $32.5K
1.02K $531K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.46K
+ 11.51%
$57.53 - $60.83 $84.2K - $89.1K
14.2K $816K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.24K
+ 40.28%
$59.25 - $72.99 $133K - $164K
7.81K $466K
CSCO
Cisco Systems, Inc.

Technology
287
+ 5.05%
$52.45 - $60.02 $15.1K - $17.2K
5.98K $353K
SPY
Spdr S&P 500 ETF Trust

ETFs
16
+ 1.01%
$567.81 - $607.81 $9.08K - $9.72K
1.6K $936K
PAYX
Paychex Inc

Industrials
61
+ 3.45%
$135.86 - $148.73 $8.29K - $9.07K
1.83K $256K
DSI
Ishares Msci Kld 400 Social Et

ETFs
137
+ 5.39%
$107.41 - $115.71 $14.7K - $15.9K
2.68K $295K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.13%
$481.22 - $538.17 $481 - $538
773 $395K
CEG
Constellation Energy Corp

Utilities
210
+ 24.97%
$224.28 - $285.52 $47.1K - $60K
1.05K $236K
PANW
Palo Alto Networks Inc

Technology
650
+ 103.67%
$181.96 - $405.9 $118K - $264K
1.28K $232K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.07%
$94.43 - $105.47 $189 - $211
2.74K $278K
FTSL
First Trust Senior Ln Fund

ETFs
128
+ 1.03%
$45.9 - $46.48 $5.88K - $5.95K
12.6K $582K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.26%
$280.04 - $302.45 $560 - $605
783 $226K
PGR
Progressive Corp

Financial Services
158
+ 7.0%
$239.6 - $268.88 $37.9K - $42.5K
2.42K $578K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
274
+ 1.07%
$2.99 - $3.34 $819 - $915
25.8K $80K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
234
+ 1.62%
$7.22 - $8.05 $1.69K - $1.88K
14.7K $112K
XLP
Consumer Staples Sector Spdr

ETFs
12
+ 0.44%
N/A
2.75K $208K
Activity Summary
Buys All Purchases 76 New Holdings 21 Increased Positions 55 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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