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
Arista Networks Inc
2.03K
New
N/A
2.03K $0
Tko Group Holdings Inc
1.49K
New
N/A
1.49K $0
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
2.03K
+ 16.12%
$7.47 - $8.54 $15.2K - $17.3K
14.6K $109K
CHW
Calamos Global Dynamic Income Fund

Financial Services
1.01K
+ 5.97%
$6.75 - $7.33 $6.78K - $7.37K
17.8K $120K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
476
+ 4.33%
$11.72 - $12.36 $5.58K - $5.88K
11.5K $135K
UBER
Uber Technologies, Inc

Technology
679
+ 23.81%
$59.93 - $86.34 $40.7K - $58.6K
3.53K $212K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
265
+ 1.82%
$5.34 - $5.65 $1.42K - $1.5K
14.9K $80K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
134
+ 0.66%
$9.64 - $10.11 $1.29K - $1.35K
20.3K $199K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
90
+ 0.99%
$42.33 - $43.3 $3.81K - $3.9K
9.21K $392K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
824
+ 3.3%
$4.18 - $4.53 $3.44K - $3.73K
25.8K $108K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.84K
+ 2.33%
$23.75 - $25.68 $43.8K - $47.3K
80.8K $1.94M
PHT
Pioneer High Income Fund, Inc.

Financial Services
225
+ 0.59%
$7.71 - $8.03 $1.73K - $1.81K
38.5K $298K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
41
+ 0.35%
$10.39 - $11.25 $426 - $461
11.6K $121K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
38
+ 0.37%
$11.91 - $14.14 $453 - $537
10.2K $124K
PEP
Pepsico Inc

Consumer Defensive
25
+ 1.58%
$151.29 - $176.1 $3.78K - $4.4K
1.61K $244K
AMGN
Amgen Inc

Healthcare
111
+ 12.04%
$258.78 - $328.31 $28.7K - $36.4K
1.03K $269K
XOM
Exxon Mobil Corp

Energy
429
+ 5.57%
$105.51 - $125.37 $45.3K - $53.8K
8.13K $874K
CAT
Caterpillar Inc

Industrials
31
+ 2.06%
$360.37 - $416.88 $11.2K - $12.9K
1.53K $556K
ABBV
Abb Vie Inc.

Healthcare
155
+ 5.18%
$164.99 - $203.87 $25.6K - $31.6K
3.15K $559K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
157
+ 36.26%
$701.85 - $1046.91 $110K - $164K
590 $420K
KO
Coca Cola CO

Consumer Defensive
108
+ 2.19%
$61.74 - $71.71 $6.67K - $7.74K
5.05K $314K
MRK
Merck & Co., Inc.

Healthcare
91
+ 2.56%
$96.31 - $114.76 $8.76K - $10.4K
3.65K $363K
GE
General Electric CO

Industrials
56
+ 2.38%
$159.95 - $194.23 $8.96K - $10.9K
2.41K $401K
PDI
Pimco Dynamic Income Fund

Financial Services
2.4K
+ 4.38%
$18.33 - $20.85 $44K - $50.1K
57.2K $1.05M
LMT
Lockheed Martin Corp

Industrials
14
+ 1.49%
$479.66 - $614.62 $6.72K - $8.6K
951 $462K
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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