Morris Retirement Advisors, LLC Incresed Positions in Q1 2025

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DJD
Invesco Exchange Traded Fd Tr

ETFs
12.7K
+ 5.62%
$50.21 - $54.3 $637K - $689K
238K $12.5M
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
30.9K
+ 5.82%
N/A
562K $12.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
10.2K
+ 5.07%
$48.31 - $49.23 $493K - $502K
211K $10.4M
ITA
Ishares Tr

ETFs
2.02K
+ 6.26%
$144.84 - $159.5 $293K - $323K
34.3K $5.26M
VPU
Vanguard Utilities ETF

ETFs
1.77K
+ 9.22%
$161.24 - $173.33 $285K - $307K
21K $3.55M
SRLN
Ssga Active Trust

ETFs
12.9K
+ 6.2%
$41.02 - $41.99 $531K - $543K
222K $9.11M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
6.95K
+ 7.53%
$86.24 - $97.98 $600K - $681K
99.3K $8.66M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.07K
+ 3.02%
$91.45 - $91.75 $281K - $281K
105K $9.6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.61K
+ 44.8%
$24.39 - $35.22 $186K - $268K
24.6K $754K
PDI
Pimco Dynamic Income Fund

Financial Services
7.98K
+ 13.94%
$18.51 - $20.05 $148K - $160K
65.2K $1.29M
XOM
Exxon Mobil Corp

Energy
950
+ 11.68%
$105.44 - $118.93 $100K - $113K
9.08K $1.08M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.25K
+ 79.72%
$50.29 - $50.5 $163K - $164K
7.33K $368K
ABBV
Abb Vie Inc.

Healthcare
292
+ 9.28%
$169.2 - $216.66 $49.4K - $63.3K
3.44K $720K
AMGN
Amgen Inc

Healthcare
275
+ 26.62%
$258.59 - $327.36 $71.1K - $90K
1.31K $407K
KO
Coca Cola CO

Consumer Defensive
1.25K
+ 24.83%
$60.81 - $72.32 $76.2K - $90.6K
6.3K $451K
JNJ
Johnson & Johnson

Healthcare
387
+ 14.56%
$142.06 - $167.7 $55K - $64.9K
3.05K $504K
VZ
Verizon Communications Inc

Communication Services
1.05K
+ 8.0%
$37.81 - $46.49 $39.6K - $48.7K
14.1K $641K
CVX
Chevron Corp

Energy
172
+ 6.43%
$146.71 - $167.97 $25.2K - $28.9K
2.85K $475K
INTU
Intuit Inc

Technology
146
+ 31.67%
$555.63 - $630.23 $81.1K - $92K
607 $372K
IBM
International Business Machines Corp

Technology
29
+ 1.38%
$217.4 - $264.74 $6.3K - $7.68K
2.13K $529K
CSCO
Cisco Systems, Inc.

Technology
787
+ 13.17%
$58.74 - $64.87 $46.2K - $51.1K
6.76K $417K
PAYX
Paychex Inc

Industrials
210
+ 11.47%
$136.06 - $154.52 $28.6K - $32.4K
2.04K $314K
PEP
Pepsico Inc

Consumer Defensive
385
+ 23.93%
$142.64 - $156.42 $54.9K - $60.2K
1.99K $298K
LMT
Lockheed Martin Corp

Industrials
185
+ 19.45%
$423.19 - $506.29 $78.3K - $93.7K
1.14K $507K
WFC
Wells Fargo & Company

Financial Services
530
+ 16.98%
$66.78 - $81.42 $35.4K - $43.2K
3.65K $262K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.48K
+ 5.56%
$168.16 - $186.21 $418K - $463K
47.2K $8M
HD
Home Depot, Inc.

Consumer Cyclical
174
+ 10.24%
$347.25 - $424.87 $60.4K - $73.9K
1.87K $686K
PHT
Pioneer High Income Fund, Inc.

Financial Services
2.44K
+ 6.34%
$7.59 - $7.97 $18.5K - $19.4K
40.9K $315K
IYH
Ishares Tr

ETFs
4
+ 0.06%
$58.32 - $62.76 $233 - $251
6.91K $417K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
632
+ 4.32%
$7.54 - $7.93 $4.77K - $5.01K
15.3K $117K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
46
+ 0.45%
$12.04 - $13.32 $554 - $613
10.2K $127K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
41
+ 0.35%
$10.47 - $10.92 $429 - $448
11.7K $124K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
35
+ 0.34%
$16.54 - $17.22 $579 - $603
10.4K $174K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
35
+ 0.31%
$11.8 - $12.22 $413 - $428
11.5K $136K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
216
+ 0.84%
$4.18 - $4.41 $903 - $953
26K $109K
GDV
Gabelli Dividend & Income Trust

Financial Services
57
+ 0.62%
$23.47 - $25.3 $1.34K - $1.44K
9.23K $222K
USA
Liberty All Star Equity Fund

Financial Services
653
+ 5.0%
$6.41 - $7.32 $4.19K - $4.78K
13.7K $89K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1
+ 0.01%
$42.38 - $43.28 $42.4 - $43.3
9.21K $391K
CHW
Calamos Global Dynamic Income Fund

Financial Services
537
+ 3.01%
$6.39 - $7.05 $3.43K - $3.79K
18.4K $118K
FTSL
First Trust Senior Ln Fund

ETFs
87
+ 0.69%
$45.65 - $46.48 $3.97K - $4.04K
12.7K $579K
JEPI
J P Morgan Exchange Traded Fd

ETFs
134
+ 0.94%
$56.17 - $59.71 $7.53K - $8K
14.3K $811K
ADI
Analog Devices Inc

Technology
1
+ 0.1%
$201.56 - $243.82 $202 - $244
1.01K $203K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
120
+ 0.82%
$5.74 - $7.6 $689 - $912
14.8K $91K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.07%
$92.45 - $106.69 $185 - $213
2.75K $254K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.7K
+ 2.11%
$22.77 - $24.73 $38.8K - $42.1K
82.5K $1.91M
PAVE
Global X Fds Us Infrastructure

ETFs
3.72K
+ 4.81%
$37.31 - $43.82 $139K - $163K
81.1K $3.05M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.39K
+ 10.55%
$211.47 - $267.17 $295K - $372K
14.6K $3.1M
AXON
Axon Enterprise, Inc.

Industrials
111
+ 3.46%
$496.65 - $710.01 $55.1K - $78.8K
3.32K $1.74M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.51K
+ 4.08%
$67.24 - $84.27 $102K - $128K
38.6K $2.64M
Activity Summary
Buys All Purchases 82 New Holdings 30 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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