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
PG
Procter & Gamble CO

Consumer Defensive
875
+ 69.22%
$157.66 - $172.39 $138K - $151K
2.14K $340K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.78K
+ 32.63%
$40.79 - $50.93 $72.5K - $90.6K
7.23K $368K
SPY
Spdr S&P 500 ETF Trust

ETFs
22
+ 1.39%
$496.48 - $617.85 $10.9K - $13.6K
1.61K $991K
MRK
Merck & Co., Inc.

Healthcare
1.57K
+ 66.77%
$73.47 - $87.12 $116K - $137K
3.93K $311K
DSI
Ishares Msci Kld 400 Social Et

ETFs
396
+ 15.98%
$91.62 - $116.16 $36.3K - $46K
2.87K $333K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
4.12K
+ 34.68%
$28.49 - $33.82 $117K - $139K
16K $474K
UPS
United Parcel Service Inc

Industrials
961
+ 39.83%
$91.92 - $110.2 $88.3K - $106K
3.37K $340K
CMCSA
Comcast Corp

Communication Services
2.21K
+ 26.09%
$32.84 - $36.72 $72.6K - $81.2K
10.7K $381K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.13%
$416.06 - $551.64 $416 - $552
774 $426K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.23K
+ 16.82%
$50.28 - $50.47 $62K - $62.2K
8.56K $430K
JEPI
J P Morgan Exchange Traded Fd

ETFs
799
+ 5.58%
$51.14 - $57.0 $40.9K - $45.5K
15.1K $859K
PDI
Pimco Dynamic Income Fund

Financial Services
5.15K
+ 7.9%
$17.02 - $19.87 $87.7K - $102K
70.4K $1.33M
LLY
Eli Lilly & CO

Healthcare
109
+ 12.6%
$713.71 - $898.95 $77.8K - $98K
974 $759K
ADI
Analog Devices Inc

Technology
20
+ 1.98%
$164.6 - $238.02 $3.29K - $4.76K
1.03K $245K
DE
Deere & CO

Industrials
41
+ 9.17%
$412.99 - $531.48 $16.9K - $21.8K
488 $248K
MO
Altria Group, Inc.

Consumer Defensive
601
+ 13.28%
$55.56 - $60.91 $33.4K - $36.6K
5.13K $300K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.3%
$908.13 - $1056.85 $6.36K - $7.4K
312 $308K
GDV
Gabelli Dividend & Income Trust

Financial Services
84
+ 0.91%
$21.11 - $26.01 $1.77K - $2.18K
9.31K $242K
PAYX
Paychex Inc

Industrials
261
+ 12.79%
$137.01 - $159.78 $35.8K - $41.7K
2.3K $334K
PHT
Pioneer High Income Fund, Inc.

Financial Services
131
+ 0.32%
$7.06 - $8.09 $925 - $1.06K
41K $331K
PWV
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.55%
$52.26 - $62.14 $1.05K - $1.24K
3.68K $228K
CHW
Calamos Global Dynamic Income Fund

Financial Services
97
+ 0.53%
$5.59 - $7.13 $542 - $692
18.5K $131K
FTSL
First Trust Senior Ln Fund

ETFs
62
+ 0.49%
$44.58 - $46.07 $2.76K - $2.86K
12.8K $585K
USA
Liberty All Star Equity Fund

Financial Services
304
+ 2.22%
$5.9 - $6.81 $1.79K - $2.07K
14K $95K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
111
+ 0.95%
$9.86 - $10.92 $1.09K - $1.21K
11.8K $128K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
82
+ 0.41%
$8.45 - $9.78 $693 - $802
19.9K $194K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
95
+ 0.83%
$11.34 - $11.98 $1.08K - $1.14K
11.6K $139K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
405
+ 2.73%
$5.09 - $5.8 $2.06K - $2.35K
15.3K $88K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
312
+ 2.05%
$6.87 - $7.76 $2.14K - $2.42K
15.6K $118K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
48
+ 0.47%
$10.82 - $12.71 $519 - $610
10.3K $127K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
210
+ 1.59%
$9.43 - $10.29 $1.98K - $2.16K
13.4K $134K
Genedx Holdings Corp
3.23K
New
N/A
3.23K $0
Waystar Hldg Corp
6.78K
+ 67.18%
N/A
16.9K $0
Nano Nuclear Energy Inc
6.39K
New
N/A
6.39K $0
ALCC
Alt C Acquisition Corp.

Financial Services
266
+ 2.8%
N/A
9.77K $0
Click Hldgs LTD
40.3K
New
N/A
40.3K $0
IYH
Ishares Tr

ETFs
5
+ 0.07%
$53.97 - $60.17 $270 - $301
6.92K $390K
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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