Morris Retirement Advisors, LLC Incresed Positions in Q2 2025

Morris Retirement Advisors, LLC

  • $211 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
JPM
Jpmorgan Chase & CO

Financial Services
1.51K
+ 45.41%
$210.28 - $289.91 $317K - $437K
4.83K $1.4M
NFLX
Netflix Inc

Communication Services
203
+ 28.35%
$855.86 - $1339.13 $174K - $272K
919 $1.23M
GOOG
Alphabet Inc.

Communication Services
1.37K
+ 13.92%
$146.58 - $180.01 $201K - $246K
11.2K $1.99M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
176
+ 0.72%
$27.82 - $46.45 $4.9K - $8.18K
24.8K $1.15M
WFC
Wells Fargo & Company

Financial Services
3.49K
+ 95.67%
$60.98 - $80.12 $213K - $280K
7.14K $572K
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
LRN
Stride, Inc.

Consumer Defensive
1.05K
+ 29.9%
$124.45 - $160.72 $130K - $168K
4.55K $661K
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
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
AXTA
Axalta Coating Systems Ltd.

Basic Materials
4.12K
+ 34.68%
$28.49 - $33.82 $117K - $139K
16K $474K
DSI
Ishares Msci Kld 400 Social Et

ETFs
396
+ 15.98%
$91.62 - $116.16 $36.3K - $46K
2.87K $333K
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
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.07%
$82.96 - $110.1 $166 - $220
2.75K $302K
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
PAYX
Paychex Inc

Industrials
261
+ 12.79%
$137.01 - $159.78 $35.8K - $41.7K
2.3K $334K
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
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
USA
Liberty All Star Equity Fund

Financial Services
304
+ 2.22%
$5.9 - $6.81 $1.79K - $2.07K
14K $95K
FTSL
First Trust Senior Ln Fund

ETFs
62
+ 0.49%
$44.58 - $46.07 $2.76K - $2.86K
12.8K $585K
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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