Morris Retirement Advisors, LLC Incresed Positions in Q4 2024

Morris Retirement Advisors, LLC

  • $184 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.13%
$481.22 - $538.17 $481 - $538
773 $395K
DSI
Ishares Msci Kld 400 Social Et

ETFs
137
+ 5.39%
$107.41 - $115.71 $14.7K - $15.9K
2.68K $295K
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
XLP
Consumer Staples Sector Spdr

ETFs
12
+ 0.44%
N/A
2.75K $208K
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
CHW
Calamos Global Dynamic Income Fund

Financial Services
1.01K
+ 5.97%
$6.75 - $7.33 $6.78K - $7.37K
17.8K $120K
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
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
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
265
+ 1.82%
$5.34 - $5.65 $1.42K - $1.5K
14.9K $80K
UBER
Uber Technologies, Inc

Technology
679
+ 23.81%
$59.93 - $86.34 $40.7K - $58.6K
3.53K $212K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
134
+ 0.66%
$9.64 - $10.11 $1.29K - $1.35K
20.3K $199K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
122
+ 1.19%
$16.5 - $17.41 $2.01K - $2.12K
10.4K $172K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
824
+ 3.3%
$4.18 - $4.53 $3.44K - $3.73K
25.8K $108K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
90
+ 0.99%
$42.33 - $43.3 $3.81K - $3.9K
9.21K $392K
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
XOM
Exxon Mobil Corp

Energy
429
+ 5.57%
$105.51 - $125.37 $45.3K - $53.8K
8.13K $874K
AMGN
Amgen Inc

Healthcare
111
+ 12.04%
$258.78 - $328.31 $28.7K - $36.4K
1.03K $269K
ABBV
Abb Vie Inc.

Healthcare
155
+ 5.18%
$164.99 - $203.87 $25.6K - $31.6K
3.15K $559K
CAT
Caterpillar Inc

Industrials
31
+ 2.06%
$360.37 - $416.88 $11.2K - $12.9K
1.53K $556K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
157
+ 36.26%
$701.85 - $1046.91 $110K - $164K
590 $420K
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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