Morris Retirement Advisors, LLC Reduced Holdings in Q1 2025

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-8.31K
- 27.84%
$106.98 - $149.43 $889K - $1.24M
21.6K $2.34M
AAPL
Apple Inc.

Technology
-4.35K
- 19.86%
$209.68 - $247.1 $912K - $1.07M
17.5K $3.9M
MSFT
Microsoft Corp

Technology
-2.05K
- 13.23%
$375.39 - $447.2 $771K - $918K
13.5K $5.06M
MA
Mastercard Inc

Financial Services
-1.48K
- 59.63%
$504.67 - $576.31 $747K - $853K
1K $549K
AVGO
Broadcom Inc.

Technology
-1.37K
- 17.63%
$167.43 - $244.7 $229K - $335K
6.39K $1.07M
GOOG
Alphabet Inc.

Communication Services
-828
- 7.77%
$156.06 - $207.71 $129K - $172K
9.83K $1.54M
LLY
Eli Lilly & CO

Healthcare
-665
- 43.46%
$725.72 - $929.72 $483K - $618K
865 $714K
META
Meta Platforms, Inc.

Communication Services
-659
- 11.23%
$576.36 - $736.67 $380K - $485K
5.21K $3M
V
Visa Inc.

Financial Services
-1.57K
- 40.4%
$306.92 - $362.71 $482K - $569K
2.32K $811K
PLTR
Palantir Technologies Inc.

Technology
-5.25K
- 51.97%
$64.98 - $124.62 $341K - $654K
4.85K $409K
ISRG
Intuitive Surgical Inc

Healthcare
-290
- 28.49%
$476.63 - $610.45 $138K - $177K
728 $360K
UPS
United Parcel Service Inc

Industrials
-972
- 28.71%
$109.66 - $136.26 $107K - $132K
2.41K $265K
PG
Procter & Gamble CO

Consumer Defensive
-982
- 43.72%
$158.56 - $176.26 $156K - $173K
1.26K $215K
GOOGL
Alphabet Inc.

Communication Services
-478
- 19.66%
$154.33 - $206.19 $73.8K - $98.6K
1.95K $301K
PFE
Pfizer Inc

Healthcare
-5.44K
- 35.78%
$25.01 - $27.13 $136K - $148K
9.76K $247K
NOW
Service Now, Inc.

Technology
-48
- 10.93%
$783.83 - $1170.39 $37.6K - $56.2K
391 $311K
MRK
Merck & Co., Inc.

Healthcare
-1.29K
- 35.45%
$83.01 - $101.02 $107K - $131K
2.36K $211K
NFLX
Netflix Inc

Communication Services
-196
- 21.49%
$828.4 - $1058.6 $162K - $207K
716 $667K
PGR
Progressive Corp

Financial Services
-819
- 33.9%
$235.61 - $291.22 $193K - $239K
1.6K $451K
UNH
Unitedhealth Group Inc

Healthcare
-337
- 9.75%
$461.52 - $548.18 $156K - $185K
3.12K $1.63M
COST
Costco Wholesale Corp

Consumer Defensive
-133
- 30.37%
$890.62 - $1076.86 $118K - $143K
305 $288K
CAT
Caterpillar Inc

Industrials
-151
- 9.84%
$326.75 - $407.63 $49.3K - $61.6K
1.38K $456K
TT
Trane Technologies PLC

Industrials
-175
- 14.4%
$332.0 - $400.86 $58.1K - $70.2K
1.04K $350K
EQIX
Equinix Inc

Real Estate
-34
- 8.88%
$803.0 - $959.97 $27.3K - $32.6K
349 $284K
CMCSA
Comcast Corp

Communication Services
-1.9K
- 18.34%
$33.19 - $38.23 $63.2K - $72.8K
8.47K $312K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-6.75K
- 33.85%
$10.1 - $10.61 $68.2K - $71.6K
13.2K $134K
CRM
Salesforce, Inc.

Technology
-15
- 1.97%
$268.36 - $359.95 $4.03K - $5.4K
747 $200K
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 0.94%
$551.42 - $612.93 $8.27K - $9.19K
1.58K $885K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-200
- 7.47%
$101.98 - $115.66 $20.4K - $23.1K
2.48K $252K
TMUS
T Mobile Us, Inc.

Communication Services
-444
- 26.26%
$211.3 - $272.83 $93.8K - $121K
1.25K $332K
WMT
Walmart Inc.

Consumer Defensive
-2
- 0.01%
$84.5 - $105.05 $169 - $210
14.9K $1.31M
TJX
Tjx Companies Inc

Consumer Cyclical
-340
- 7.85%
$112.81 - $126.16 $38.4K - $42.9K
3.99K $486K
XLE
Energy Sector Spdr

ETFs
-531
- 19.53%
$85.7 - $93.96 $45.5K - $49.9K
2.19K $202K
XLP
Consumer Staples Sector Spdr

ETFs
-200
- 7.28%
N/A
2.55K $193K
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.26%
$271.18 - $303.12 $542 - $606
781 $213K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-76
- 4.04%
$126.11 - $135.06 $9.58K - $10.3K
1.8K $230K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-449
- 2.21%
$9.49 - $9.97 $4.26K - $4.48K
19.9K $190K
Ishares Bitcoin Trust ETF
-18.7K
- 25.43%
N/A
54.7K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
-727
- 9.31%
$56.12 - $68.15 $40.8K - $49.5K
7.08K $480K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-417
- 1.43%
$21.64 - $23.93 $9.02K - $9.98K
28.8K $683K
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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