Morris Retirement Advisors, LLC Reduced Holdings in Q4 2024

Morris Retirement Advisors, LLC

  • $184 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-45.4K
- 54.99%
$73.49 - $86.09 $3.33M - $3.9M
37.1K $2.86M
DJD
Invesco Exchange Traded Fd Tr

ETFs
-6.99K
- 3.01%
$50.65 - $54.19 $354K - $379K
225K $11.4M
UNH
Unitedhealth Group Inc

Healthcare
-400
- 10.37%
$485.52 - $625.25 $194K - $250K
3.46K $1.75M
MSFT
Microsoft Corp

Technology
-773
- 4.74%
$406.35 - $454.46 $314K - $351K
15.5K $6.54M
ITA
Ishares Tr

ETFs
-1.66K
- 4.9%
$144.31 - $157.31 $240K - $262K
32.3K $4.69M
PFE
Pfizer Inc

Healthcare
-6.94K
- 31.35%
$24.8 - $30.19 $172K - $210K
15.2K $403K
UPS
United Parcel Service Inc

Industrials
-1.16K
- 25.46%
$122.65 - $138.35 $142K - $160K
3.39K $426K
IYH
Ishares Tr

ETFs
-1.53K
- 18.09%
$57.53 - $65.24 $87.7K - $99.5K
6.91K $402K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-7.83K
- 28.19%
$9.94 - $11.39 $77.8K - $89.2K
19.9K $199K
TT
Trane Technologies PLC

Industrials
-222
- 15.45%
$369.35 - $419.14 $82K - $93K
1.22K $448K
PG
Procter & Gamble CO

Consumer Defensive
-416
- 15.63%
$161.05 - $179.7 $67K - $74.8K
2.25K $376K
VZ
Verizon Communications Inc

Communication Services
-328
- 2.44%
$39.6 - $45.21 $13K - $14.8K
13.1K $523K
NVDA
Nvidia Corp

Technology
-3.67K
- 10.95%
$117.0 - $148.88 $430K - $547K
29.9K $4.01M
JNJ
Johnson & Johnson

Healthcare
-55
- 2.03%
$143.34 - $165.86 $7.88K - $9.12K
2.66K $384K
CB
Chubb LTD

Financial Services
-130
- 9.25%
$271.57 - $301.89 $35.3K - $39.2K
1.28K $352K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-574
- 1.93%
$21.41 - $23.64 $12.3K - $13.6K
29.2K $642K
INTU
Intuit Inc

Technology
-69
- 13.02%
$602.01 - $706.25 $41.5K - $48.7K
461 $289K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 25.86%
$4100.99 - $5300.34 $61.5K - $79.5K
43 $213K
ADP
Automatic Data Processing Inc

Industrials
-150
- 16.01%
$280.08 - $307.97 $42K - $46.2K
787 $230K
IBM
International Business Machines Corp

Technology
-114
- 5.15%
$204.9 - $238.04 $23.4K - $27.1K
2.1K $461K
CRM
Salesforce, Inc.

Technology
-242
- 24.1%
$270.87 - $367.87 $65.6K - $89K
762 $254K
CVX
Chevron Corp

Energy
-85
- 3.08%
$141.15 - $162.53 $12K - $13.8K
2.67K $387K
BMY
Bristol Myers Squibb CO

Healthcare
-621
- 13.54%
$51.92 - $59.94 $32.2K - $37.2K
3.96K $224K
EQIX
Equinix Inc

Real Estate
-37
- 8.81%
$865.69 - $985.0 $32K - $36.4K
383 $361K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-47
- 1.27%
$56.33 - $61.73 $2.65K - $2.9K
3.66K $207K
XLE
Energy Sector Spdr

ETFs
-1
- 0.04%
$83.32 - $97.27 $83.3 - $97.3
2.72K $232K
TJX
Tjx Companies Inc

Consumer Cyclical
-162
- 3.61%
$112.15 - $127.2 $18.2K - $20.6K
4.33K $523K
GDV
Gabelli Dividend & Income Trust

Financial Services
-3
- 0.03%
$23.77 - $25.59 $71.3 - $76.8
9.17K $221K
Ishares Bitcoin Trust ETF
-640
- 0.86%
N/A
73.4K $0
GOOGL
Alphabet Inc.

Communication Services
-330
- 11.95%
$161.86 - $196.66 $53.4K - $64.9K
2.43K $460K
SYF
Synchrony Financial

Financial Services
-618
- 13.4%
$49.01 - $68.55 $30.3K - $42.4K
4K $259K
JPM
Jpmorgan Chase & CO

Financial Services
-430
- 8.84%
$205.18 - $250.29 $88.2K - $108K
4.44K $1.06M
META
Meta Platforms, Inc.

Communication Services
-59
- 1.0%
$554.08 - $632.68 $32.7K - $37.3K
5.87K $3.46M
GOOG
Alphabet Inc.

Communication Services
-1.03K
- 8.82%
$163.08 - $198.16 $168K - $204K
10.7K $2.03M
WMT
Walmart Inc.

Consumer Defensive
-331
- 2.17%
$79.1 - $95.7 $26.2K - $31.7K
14.9K $1.35M
NFLX
Netflix Inc

Communication Services
-52
- 5.39%
$687.65 - $936.56 $35.8K - $48.7K
912 $812K
AVGO
Broadcom Inc.

Technology
-1.7K
- 17.93%
$159.67 - $250.0 $271K - $424K
7.76K $1.8M
AAPL
Apple Inc.

Technology
-727
- 3.21%
$221.69 - $259.02 $161K - $188K
21.9K $5.48M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.1K
- 9.77%
$180.88 - $232.93 $379K - $488K
19.4K $4.25M
Activity Summary
Buys All Purchases 76 New Holdings 21 Increased Positions 55 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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