Morris Retirement Advisors, LLC New Holdings in Q2 2025

Morris Retirement Advisors, LLC

  • $211 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
175K
New
$62.73 - $78.42 $11M - $13.7M
175K $13.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
213K
New
$49.79 - $50.75 $10.6M - $10.8M
213K $10.8M
BOND
Pimco Active Bond Exchange Tra

ETFs
90.9K
New
$89.87 - $92.93 $8.17M - $8.44M
90.9K $8.38M
CVNA
Carvana Co.

Consumer Cyclical
2.1K
New
$162.57 - $345.64 $341K - $725K
2.1K $706K
TSLA
Tesla, Inc.

Consumer Cyclical
2.14K
New
$221.86 - $362.89 $474K - $775K
2.14K $678K
LITE
Lumentum Holdings Inc.

Technology
6.14K
New
$49.56 - $95.06 $304K - $584K
6.14K $583K
MOD
Modine Manufacturing CO

Consumer Cyclical
5.77K
New
$69.3 - $105.57 $400K - $609K
5.77K $567K
BROS
Dutch Bros Inc.

Consumer Cyclical
8.01K
New
$51.37 - $73.72 $411K - $590K
8.01K $547K
PFS
Provident Financial Services Inc

Financial Services
30.7K
New
$14.69 - $17.98 $451K - $552K
30.7K $538K
URBN
Urban Outfitters Inc

Consumer Cyclical
7.23K
New
$43.24 - $75.26 $312K - $544K
7.23K $524K
HALO
Halozyme Therapeutics, Inc.

Healthcare
8.72K
New
$47.91 - $70.14 $418K - $612K
8.72K $453K
BRBR
Bellring Brands, Inc.

Consumer Defensive
7.73K
New
$57.26 - $78.92 $443K - $610K
7.73K $447K
SMR
Nuscale Power Corp

Industrials
8.04K
New
$12.6 - $43.24 $101K - $347K
8.04K $317K
TTWO
Take Two Interactive Software Inc

Communication Services
1.31K
New
$194.58 - $243.05 $255K - $318K
1.31K $317K
APH
Amphenol Corp

Technology
3.15K
New
$59.09 - $98.75 $186K - $311K
3.15K $310K
AVAV
Aero Vironment Inc

Industrials
1K
New
$111.65 - $284.95 $112K - $285K
1K $284K
BSX
Boston Scientific Corp

Healthcare
2.55K
New
$89.7 - $107.41 $228K - $273K
2.55K $273K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4164.15 - $5789.24 $192K - $266K
46 $266K
MCD
Mcdonalds Corp

Consumer Cyclical
872
New
$285.55 - $321.23 $249K - $280K
872 $254K
RTX
Raytheon Technologies Corp

Industrials
1.64K
New
$113.75 - $148.48 $187K - $244K
1.64K $240K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.02K
New
$170.2 - $211.82 $174K - $216K
1.02K $216K
BAC
Bank Of America Corp

Financial Services
4.46K
New
$34.39 - $47.46 $153K - $212K
4.46K $210K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.67K
New
$49.95 - $128.54 $83.6K - $215K
1.67K $208K
F
Ford Motor CO

Consumer Cyclical
12.2K
New
$8.69 - $10.85 $106K - $132K
12.2K $131K
Nano Nuclear Energy Inc
6.39K
New
N/A
6.39K $0
Genedx Holdings Corp
3.23K
New
N/A
3.23K $0
Click Hldgs LTD
40.3K
New
N/A
40.3K $0
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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