Morris Retirement Advisors, LLC Incresed Positions in Q3 2024

Morris Retirement Advisors, LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
759
+ 1.67%
$520.18 - $576.82 $395K - $438K
46.2K $26.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
30.9K
+ 18.86%
$47.95 - $49.61 $1.48M - $1.54M
195K $9.64M
AAPL
Apple Inc.

Technology
2.77K
+ 13.96%
$207.23 - $234.82 $574K - $651K
22.6K $5.27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.92K
+ 11.22%
$91.42 - $91.82 $907K - $911K
98.4K $9.03M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
103
+ 0.13%
$66.56 - $75.11 $6.86K - $7.74K
82.5K $6.16M
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
17.1K
+ 3.5%
$22.12 - $22.12 $378K - $378K
505K $11.2M
SRLN
Ssga Active Trust

ETFs
7.74K
+ 4.14%
$40.93 - $41.85 $317K - $324K
194K $8.12M
TT
Trane Technologies PLC

Industrials
648
+ 82.13%
$314.21 - $388.71 $204K - $252K
1.44K $558K
PGR
Progressive Corp

Financial Services
705
+ 45.4%
$209.46 - $259.24 $148K - $183K
2.26K $573K
WMT
Walmart Inc.

Consumer Defensive
65
+ 0.43%
$66.91 - $81.4 $4.35K - $5.29K
15.3K $1.23M
IBM
International Business Machines Corp

Technology
484
+ 27.99%
$175.1 - $223.38 $84.7K - $108K
2.21K $489K
PDI
Pimco Dynamic Income Fund

Financial Services
4.32K
+ 8.55%
$18.7 - $20.25 $80.8K - $87.5K
54.8K $1.11M
ISRG
Intuitive Surgical Inc

Healthcare
214
+ 28.72%
$416.14 - $494.01 $89.1K - $106K
959 $471K
LMT
Lockheed Martin Corp

Industrials
14
+ 1.52%
$460.3 - $584.56 $6.44K - $8.18K
937 $547K
CAT
Caterpillar Inc

Industrials
39
+ 2.66%
$316.8 - $391.12 $12.4K - $15.3K
1.5K $587K
PG
Procter & Gamble CO

Consumer Defensive
453
+ 20.51%
$160.76 - $177.82 $72.8K - $80.6K
2.66K $460K
NVDA
Nvidia Corp

Technology
1.3K
+ 4.03%
$98.91 - $134.91 $128K - $175K
33.5K $4.07M
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.54%
$163.84 - $199.33 $2.62K - $3.19K
2.99K $590K
KO
Coca Cola CO

Consumer Defensive
547
+ 12.46%
$62.69 - $73.01 $34.3K - $39.9K
4.94K $354K
CB
Chubb LTD

Financial Services
110
+ 8.49%
$252.51 - $292.2 $27.8K - $32.1K
1.41K $405K
JNJ
Johnson & Johnson

Healthcare
214
+ 8.56%
$145.48 - $167.38 $31.1K - $35.8K
2.71K $439K
MDLZ
Mondelez International, Inc.

Consumer Defensive
400
+ 7.74%
$64.35 - $75.71 $25.7K - $30.3K
5.57K $410K
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 1.91%
$194.9 - $224.8 $17.7K - $20.5K
4.87K $1.03M
EQIX
Equinix Inc

Real Estate
1
+ 0.24%
$749.0 - $890.01 $749 - $890
420 $372K
UPS
United Parcel Service Inc

Industrials
355
+ 8.48%
$123.32 - $147.38 $43.8K - $52.3K
4.54K $618K
DSI
Ishares Msci Kld 400 Social Et

ETFs
288
+ 12.78%
$97.81 - $108.79 $28.2K - $31.3K
2.54K $276K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 13.73%
$3305.62 - $4268.05 $23.1K - $29.9K
58 $244K
BAC
Bank Of America Corp

Financial Services
1.07K
+ 19.95%
$36.65 - $44.13 $39.1K - $47.1K
6.42K $254K
CRM
Salesforce, Inc.

Technology
100
+ 11.06%
$238.42 - $276.53 $23.8K - $27.7K
1K $274K
IYH
Ishares Tr

ETFs
15
+ 0.18%
$60.29 - $66.38 $904 - $996
8.43K $548K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
14
+ 0.14%
$11.57 - $14.32 $162 - $200
10.1K $143K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
112
+ 0.78%
$6.26 - $7.76 $701 - $869
14.5K $111K
PHT
Pioneer High Income Fund, Inc.

Financial Services
243
+ 0.64%
$7.5 - $8.02 $1.82K - $1.95K
38.2K $305K
XLE
Energy Sector Spdr

ETFs
256
+ 10.39%
$84.35 - $93.39 $21.6K - $23.9K
2.72K $238K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
114
+ 0.41%
$10.65 - $11.21 $1.21K - $1.28K
27.8K $311K
PWV
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.68%
$54.33 - $59.01 $1.36K - $1.48K
3.7K $215K
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.7%
$161.9 - $179.3 $1.78K - $1.97K
1.58K $269K
AMGN
Amgen Inc

Healthcare
1
+ 0.11%
$309.38 - $337.38 $309 - $337
922 $297K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.15%
$84.77 - $97.13 $339 - $389
2.74K $262K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
129
+ 0.89%
$5.1 - $5.68 $658 - $733
14.6K $82K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
82
+ 0.41%
$9.59 - $10.12 $786 - $830
20.2K $202K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
39
+ 0.34%
$10.51 - $11.28 $410 - $440
11.6K $130K
USA
Liberty All Star Equity Fund

Financial Services
333
+ 2.61%
$6.43 - $7.14 $2.14K - $2.38K
13.1K $93K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
339
+ 1.35%
$2.83 - $3.11 $959 - $1.05K
25.5K $79K
ADI
Analog Devices Inc

Technology
18
+ 1.82%
$200.56 - $243.33 $3.61K - $4.38K
1.01K $232K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
596
+ 2.44%
$4.31 - $4.52 $2.57K - $2.69K
25K $112K
CHW
Calamos Global Dynamic Income Fund

Financial Services
192
+ 1.15%
$6.41 - $7.17 $1.23K - $1.38K
16.8K $120K
Ishares Bitcoin Trust ETF
17.2K
+ 30.33%
N/A
74K $0
GOOG
Alphabet Inc.

Communication Services
713
+ 6.5%
$149.54 - $192.66 $107K - $137K
11.7K $1.95M
Activity Summary
Buys All Purchases 65 New Holdings 15 Increased Positions 50 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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