Morris Retirement Advisors, LLC New Holdings in Q1 2025

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
9.14K
New
N/A
9.14K $792K
GH
Guardant Health, Inc.

Healthcare
15.3K
New
$31.77 - $49.94 $485K - $763K
15.3K $658K
EAT
Brinker International, Inc

Consumer Cyclical
3.76K
New
$133.46 - $189.14 $501K - $711K
3.76K $554K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.63K
New
$132.75 - $177.12 $482K - $644K
3.63K $536K
PEGA
Pegasystems Inc

Technology
7.72K
New
$68.14 - $112.29 $526K - $867K
7.72K $536K
INTA
Intapp, Inc.

Technology
8.96K
New
$57.21 - $74.1 $512K - $664K
8.96K $536K
DOCS
Doximity, Inc.

Healthcare
8.7K
New
$49.71 - $83.14 $432K - $723K
8.7K $504K
DUOL
Duolingo, Inc.

Technology
1.49K
New
$272.49 - $441.39 $405K - $656K
1.49K $468K
LRN
Stride, Inc.

Consumer Defensive
3.51K
New
$106.34 - $142.28 $373K - $499K
3.51K $442K
CRS
Carpenter Technology Corp

Industrials
2.37K
New
$172.39 - $212.53 $408K - $503K
2.37K $429K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
11.9K
New
$32.86 - $38.05 $390K - $452K
11.9K $393K
BE
Bloom Energy Corp

Industrials
19K
New
$19.66 - $29.81 $374K - $567K
19K $386K
DOCN
Digital Ocean Holdings, Inc.

Technology
11K
New
$33.39 - $46.69 $369K - $515K
11K $377K
FRPT
Freshpet, Inc.

Consumer Defensive
4.46K
New
$83.17 - $162.59 $371K - $725K
4.46K $376K
BILL
Bill.Com Holdings, Inc.

Technology
8.07K
New
$43.59 - $97.07 $352K - $783K
8.07K $370K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
11.7K
New
$22.39 - $33.23 $263K - $390K
11.7K $358K
CFLT
Confluent, Inc.

Technology
14.9K
New
$23.44 - $37.65 $350K - $562K
14.9K $349K
GTLB
Gitlab Inc.

Technology
6.97K
New
$47.0 - $73.14 $327K - $510K
6.97K $327K
BP
Bp PLC

Energy
9.53K
New
$29.93 - $35.31 $285K - $336K
9.53K $321K
FRSH
Freshworks Inc.

Technology
22.7K
New
$14.11 - $19.75 $320K - $447K
22.7K $319K
MO
Altria Group, Inc.

Consumer Defensive
4.53K
New
$50.81 - $60.02 $230K - $272K
4.53K $271K
T
At&T Inc.

Communication Services
8.73K
New
$21.56 - $28.28 $188K - $247K
8.73K $246K
TXN
Texas Instruments Inc

Technology
1.17K
New
N/A
1.17K $227K
MFC
Manulife Financial Corp

Financial Services
6.85K
New
$28.41 - $31.82 $195K - $218K
6.85K $213K
DE
Deere & CO

Industrials
447
New
$408.57 - $509.27 $183K - $228K
447 $209K
PLUG
Plug Power Inc

Industrials
10.3K
New
$1.34 - $3.15 $13.8K - $32.4K
10.3K $13K
ALCC
Alt C Acquisition Corp.

Financial Services
9.5K
New
N/A
9.5K $0
Blackrock Inc
228
New
N/A
228 $0
Waystar Hldg Corp
10.1K
New
N/A
10.1K $0
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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