Morris Retirement Advisors, LLC Reduced Holdings in Q2 2025

Morris Retirement Advisors, LLC

  • $211 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
-545K
- 96.97%
N/A
17K $376K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-102K
- 97.59%
$91.43 - $91.74 $9.34M - $9.37M
2.53K $231K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-13.3K
- 90.96%
$179.95 - $278.88 $2.39M - $3.7M
1.32K $368K
SRLN
Ssga Active Trust

ETFs
-22.7K
- 10.25%
$39.47 - $41.59 $896K - $945K
199K $8.27M
UNH
Unitedhealth Group Inc

Healthcare
-456
- 14.61%
$274.35 - $599.47 $125K - $273K
2.67K $831K
DJD
Invesco Exchange Traded Fd Tr

ETFs
-17.6K
- 7.41%
$47.46 - $53.19 $837K - $939K
221K $11.7M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-11.9K
- 5.63%
$48.5 - $49.35 $577K - $587K
199K $9.83M
AAPL
Apple Inc.

Technology
-477
- 2.72%
$172.42 - $223.89 $82.2K - $107K
17.1K $3.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.27K
- 56.78%
$119.13 - $135.03 $270K - $306K
1.73K $213K
HD
Home Depot, Inc.

Consumer Cyclical
-527
- 28.14%
$335.24 - $380.78 $177K - $201K
1.35K $493K
ABBV
Abb Vie Inc.

Healthcare
-549
- 15.96%
$170.16 - $206.27 $93.4K - $113K
2.89K $536K
VRT
Vertiv Holdings CO

Industrials
-1.73K
- 18.94%
N/A
7.41K $642K
CVX
Chevron Corp

Energy
-472
- 16.59%
$133.73 - $168.51 $63.1K - $79.5K
2.37K $339K
AMGN
Amgen Inc

Healthcare
-313
- 23.93%
$262.28 - $309.85 $82.1K - $97K
995 $277K
JNJ
Johnson & Johnson

Healthcare
-448
- 14.71%
$146.36 - $159.82 $65.6K - $71.6K
2.6K $396K
PEP
Pepsico Inc

Consumer Defensive
-429
- 21.51%
$128.02 - $151.37 $54.9K - $64.9K
1.57K $206K
GOOGL
Alphabet Inc.

Communication Services
-758
- 38.81%
$144.7 - $178.6 $110K - $135K
1.2K $210K
VZ
Verizon Communications Inc

Communication Services
-1.28K
- 9.06%
$41.67 - $45.62 $53.4K - $58.4K
12.9K $556K
KO
Coca Cola CO

Consumer Defensive
-1.1K
- 17.42%
$68.37 - $73.9 $75K - $81.1K
5.2K $368K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.94K
- 15.11%
$167.32 - $223.3 $492K - $656K
16.5K $3.62M
CSCO
Cisco Systems, Inc.

Technology
-1.78K
- 26.32%
$53.19 - $69.38 $94.7K - $123K
4.98K $345K
V
Visa Inc.

Financial Services
-224
- 9.67%
$308.27 - $373.31 $69.1K - $83.6K
2.09K $742K
PGR
Progressive Corp

Financial Services
-5
- 0.31%
$255.27 - $288.74 $1.28K - $1.44K
1.59K $424K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-565
- 1.96%
$20.85 - $24.04 $11.8K - $13.6K
28.2K $659K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-2.77K
- 18.7%
$5.27 - $7.02 $14.6K - $19.5K
12.1K $83K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-248
- 2.69%
$40.82 - $43.14 $10.1K - $10.7K
8.97K $386K
Ishares Bitcoin Trust ETF
-45K
- 82.32%
N/A
9.67K $0
LMT
Lockheed Martin Corp

Industrials
-11
- 0.97%
$430.82 - $486.45 $4.74K - $5.35K
1.13K $521K
EAT
Brinker International, Inc

Consumer Cyclical
-567
- 15.09%
$128.68 - $181.78 $73K - $103K
3.19K $575K
WMT
Walmart Inc.

Consumer Defensive
-1.05K
- 6.99%
$81.79 - $99.98 $85.5K - $104K
13.9K $1.36M
IBM
International Business Machines Corp

Technology
-129
- 6.06%
$221.03 - $294.78 $28.5K - $38K
2K $589K
DUOL
Duolingo, Inc.

Technology
-127
- 8.55%
$292.88 - $540.68 $37.2K - $68.7K
1.36K $557K
VPU
Vanguard Utilities ETF

ETFs
-227
- 1.08%
$158.36 - $178.82 $35.9K - $40.6K
20.7K $3.66M
AVGO
Broadcom Inc.

Technology
-1.27K
- 19.88%
$146.29 - $275.65 $186K - $350K
5.12K $1.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-510
- 1.08%
$152.42 - $182.82 $77.7K - $93.2K
46.7K $8.53M
MSFT
Microsoft Corp

Technology
-1.96K
- 14.56%
$354.56 - $497.45 $695K - $975K
11.5K $5.72M
ITA
Ishares Tr

ETFs
-9
- 0.03%
$135.31 - $188.64 $1.22K - $1.7K
34.3K $6.47M
IVV
Ishares Core S&P 500 ETF

ETFs
-722
- 1.48%
$498.8 - $620.9 $360K - $448K
48.1K $29.8M
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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