Morris Retirement Advisors, LLC Purchases in Q2 2025

Morris Retirement Advisors, LLC

  • $211 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
175K
New
$62.73 - $78.42 $11M - $13.7M
175K $13.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
213K
New
$49.79 - $50.75 $10.6M - $10.8M
213K $10.8M
BOND
Pimco Active Bond Exchange Tra

ETFs
90.9K
New
$89.87 - $92.93 $8.17M - $8.44M
90.9K $8.38M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
21.1K
+ 21.23%
$76.98 - $98.31 $1.62M - $2.07M
120K $11.8M
NVDA
Nvidia Corp

Technology
3.48K
+ 16.16%
$94.31 - $157.99 $328K - $550K
25K $3.96M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
12.9K
+ 33.35%
$61.92 - $81.5 $798K - $1.05M
51.5K $4.19M
META
Meta Platforms, Inc.

Communication Services
628
+ 12.06%
$484.66 - $738.09 $304K - $464K
5.84K $4.31M
AXON
Axon Enterprise, Inc.

Industrials
28
+ 0.84%
$497.13 - $827.94 $13.9K - $23.2K
3.34K $2.77M
PAVE
Global X Fds Us Infrastructure

ETFs
6.96K
+ 8.58%
$33.78 - $43.68 $235K - $304K
88.1K $3.84M
CVNA
Carvana Co.

Consumer Cyclical
2.1K
New
$162.57 - $345.64 $341K - $725K
2.1K $706K
JPM
Jpmorgan Chase & CO

Financial Services
1.51K
+ 45.41%
$210.28 - $289.91 $317K - $437K
4.83K $1.4M
LITE
Lumentum Holdings Inc.

Technology
6.14K
New
$49.56 - $95.06 $304K - $584K
6.14K $583K
MOD
Modine Manufacturing CO

Consumer Cyclical
5.77K
New
$69.3 - $105.57 $400K - $609K
5.77K $567K
NFLX
Netflix Inc

Communication Services
203
+ 28.35%
$855.86 - $1339.13 $174K - $272K
919 $1.23M
BROS
Dutch Bros Inc.

Consumer Cyclical
8.01K
New
$51.37 - $73.72 $411K - $590K
8.01K $547K
PFS
Provident Financial Services Inc

Financial Services
30.7K
New
$14.69 - $17.98 $451K - $552K
30.7K $538K
URBN
Urban Outfitters Inc

Consumer Cyclical
7.23K
New
$43.24 - $75.26 $312K - $544K
7.23K $524K
IRTC
I Rhythm Technologies, Inc.

Healthcare
3.32K
New
$96.84 - $154.71 $322K - $514K
3.32K $511K
HALO
Halozyme Therapeutics, Inc.

Healthcare
8.72K
New
$47.91 - $70.14 $418K - $612K
8.72K $453K
GOOG
Alphabet Inc.

Communication Services
1.37K
+ 13.92%
$146.58 - $180.01 $201K - $246K
11.2K $1.99M
BRBR
Bellring Brands, Inc.

Consumer Defensive
7.73K
New
$57.26 - $78.92 $443K - $610K
7.73K $447K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
176
+ 0.72%
$27.82 - $46.45 $4.9K - $8.18K
24.8K $1.15M
DOCS
Doximity, Inc.

Healthcare
5.04K
+ 57.94%
$50.71 - $61.34 $255K - $309K
13.7K $842K
TTWO
Take Two Interactive Software Inc

Communication Services
1.31K
New
$194.58 - $243.05 $255K - $318K
1.31K $317K
SMR
Nuscale Power Corp

Industrials
8.04K
New
$12.6 - $43.24 $101K - $347K
8.04K $317K
APH
Amphenol Corp

Technology
3.15K
New
$59.09 - $98.75 $186K - $311K
3.15K $310K
WFC
Wells Fargo & Company

Financial Services
3.49K
+ 95.67%
$60.98 - $80.12 $213K - $280K
7.14K $572K
AVAV
Aero Vironment Inc

Industrials
1K
New
$111.65 - $284.95 $112K - $285K
1K $284K
BSX
Boston Scientific Corp

Healthcare
2.55K
New
$89.7 - $107.41 $228K - $273K
2.55K $273K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4164.15 - $5789.24 $192K - $266K
46 $266K
CRS
Carpenter Technology Corp

Industrials
144
+ 6.08%
$151.3 - $276.38 $21.8K - $39.8K
2.51K $694K
PLTR
Palantir Technologies Inc.

Technology
100
+ 2.06%
$74.01 - $144.25 $7.4K - $14.4K
4.95K $674K
MCD
Mcdonalds Corp

Consumer Cyclical
872
New
$285.55 - $321.23 $249K - $280K
872 $254K
RTX
Raytheon Technologies Corp

Industrials
1.64K
New
$113.75 - $148.48 $187K - $244K
1.64K $240K
LRN
Stride, Inc.

Consumer Defensive
1.05K
+ 29.9%
$124.45 - $160.72 $130K - $168K
4.55K $661K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.02K
New
$170.2 - $211.82 $174K - $216K
1.02K $216K
BAC
Bank Of America Corp

Financial Services
4.46K
New
$34.39 - $47.46 $153K - $212K
4.46K $210K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.67K
New
$49.95 - $128.54 $83.6K - $215K
1.67K $208K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
6.92K
+ 58.91%
$26.63 - $32.97 $184K - $228K
18.7K $565K
GE
General Electric CO

Industrials
100
+ 3.21%
$166.81 - $257.39 $16.7K - $25.7K
3.22K $828K
NOW
Service Now, Inc.

Technology
105
+ 26.85%
$721.65 - $1040.18 $75.8K - $109K
496 $509K
MA
Mastercard Inc

Financial Services
327
+ 32.63%
$479.92 - $590.74 $157K - $193K
1.33K $746K
GH
Guardant Health, Inc.

Healthcare
1.08K
+ 7.06%
$37.05 - $52.04 $39.9K - $56.1K
16.4K $851K
T
At&T Inc.

Communication Services
5.4K
+ 61.83%
$26.33 - $28.94 $142K - $156K
14.1K $408K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
533
+ 14.67%
$144.63 - $179.53 $77.1K - $95.7K
4.17K $686K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
2.91K
+ 3.53%
$20.31 - $24.1 $59.1K - $70.2K
85.4K $2.06M
TMUS
T Mobile Us, Inc.

Communication Services
764
+ 61.27%
$220.99 - $268.54 $169K - $205K
2.01K $479K
ISRG
Intuitive Surgical Inc

Healthcare
200
+ 27.47%
$451.58 - $565.94 $90.3K - $113K
928 $504K
F
Ford Motor CO

Consumer Cyclical
12.2K
New
$8.69 - $10.85 $106K - $132K
12.2K $131K
Activity Summary
Buys All Purchases 88 New Holdings 28 Increased Positions 60 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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