Morris Retirement Advisors, LLC Reduced Holdings in Q3 2024

Morris Retirement Advisors, LLC

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
-83.1K
- 97.06%
$76.07 - $83.33 $6.32M - $6.92M
2.51K $209K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-16.6K
- 15.72%
$82.41 - $92.06 $1.37M - $1.53M
89K $8.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-20.3K
- 61.45%
$54.98 - $59.51 $1.12M - $1.21M
12.7K $757K
MSFT
Microsoft Corp

Technology
-890
- 5.18%
$395.15 - $467.56 $352K - $416K
16.3K $7.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.63K
- 7.07%
$161.02 - $200.0 $263K - $326K
21.5K $4M
INTU
Intuit Inc

Technology
-207
- 28.09%
$602.97 - $670.49 $125K - $139K
530 $329K
LLY
Eli Lilly & CO

Healthcare
-137
- 10.41%
$772.14 - $960.02 $106K - $132K
1.18K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
-969
- 38.65%
$213.3 - $270.78 $207K - $262K
1.54K $416K
META
Meta Platforms, Inc.

Communication Services
-1.03K
- 14.79%
$453.41 - $572.44 $467K - $589K
5.93K $3.39M
XOM
Exxon Mobil Corp

Energy
-1.08K
- 12.29%
$109.72 - $119.0 $118K - $128K
7.7K $902K
MA
Mastercard Inc

Financial Services
-479
- 17.23%
$429.6 - $500.99 $206K - $240K
2.3K $1.14M
EOG
Eog Resources Inc

Energy
-628
- 24.77%
$117.9 - $132.65 $74K - $83.3K
1.91K $234K
COST
Costco Wholesale Corp

Consumer Defensive
-106
- 25.79%
$801.83 - $917.05 $85K - $97.2K
305 $270K
AMD
Advanced Micro Devices Inc

Technology
-420
- 19.32%
$128.67 - $183.96 $54K - $77.3K
1.75K $287K
GOOGL
Alphabet Inc.

Communication Services
-84
- 2.95%
$148.65 - $191.18 $12.5K - $16.1K
2.76K $457K
SNPS
Synopsys Inc

Technology
-27
- 6.22%
$463.97 - $621.3 $12.5K - $16.8K
407 $206K
PANW
Palo Alto Networks Inc

Technology
-137
- 17.93%
$294.18 - $368.01 $40.3K - $50.4K
627 $214K
CVX
Chevron Corp

Energy
-122
- 4.24%
$137.88 - $161.97 $16.8K - $19.8K
2.76K $406K
MRK
Merck & Co., Inc.

Healthcare
-24
- 0.67%
$111.15 - $128.97 $2.67K - $3.1K
3.56K $404K
NFLX
Netflix Inc

Communication Services
-91
- 8.63%
$598.55 - $722.26 $54.5K - $65.7K
964 $683K
CSCO
Cisco Systems, Inc.

Technology
-980
- 14.7%
$44.74 - $53.22 $43.8K - $52.2K
5.69K $302K
GDV
Gabelli Dividend & Income Trust

Financial Services
-1.28K
- 12.25%
$22.05 - $24.45 $28.2K - $31.3K
9.17K $224K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-124
- 9.41%
$201.82 - $234.36 $25K - $29.1K
1.19K $275K
MO
Altria Group, Inc.

Consumer Defensive
-676
- 13.93%
$45.95 - $54.71 $31.1K - $37K
4.18K $213K
PAYX
Paychex Inc

Industrials
-295
- 14.29%
$116.17 - $135.19 $34.3K - $39.9K
1.77K $237K
BMY
Bristol Myers Squibb CO

Healthcare
-1.3K
- 22.13%
$39.66 - $51.75 $51.7K - $67.4K
4.59K $237K
VZ
Verizon Communications Inc

Communication Services
-1.26K
- 8.61%
$38.89 - $45.0 $49.2K - $56.9K
13.4K $602K
FTSL
First Trust Senior Ln Fund

ETFs
-39
- 0.31%
$45.51 - $46.26 $1.77K - $1.8K
12.5K $572K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-38
- 8.68%
$531.86 - $624.21 $20.2K - $23.7K
400 $247K
BX
Blackstone Inc.

Financial Services
-320
- 17.62%
$120.77 - $159.66 $38.6K - $51.1K
1.5K $229K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.13%
$434.77 - $502.96 $435 - $503
772 $376K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-26
- 0.28%
$41.95 - $43.42 $1.09K - $1.13K
9.12K $396K
PFE
Pfizer Inc

Healthcare
-140
- 0.63%
$27.7 - $31.39 $3.88K - $4.39K
22.1K $640K
GE
General Electric CO

Industrials
-264
- 10.09%
$156.66 - $189.66 $41.4K - $50.1K
2.35K $443K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-3.43K
- 4.16%
$22.96 - $24.67 $78.7K - $84.6K
78.9K $1.95M
TJX
Tjx Companies Inc

Consumer Cyclical
-24
- 0.53%
$107.93 - $120.23 $2.59K - $2.89K
4.49K $528K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.32%
$517.38 - $573.86 $2.59K - $2.87K
1.58K $907K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-774
- 2.53%
$20.08 - $23.22 $15.5K - $18K
29.8K $691K
UNH
Unitedhealth Group Inc

Healthcare
-403
- 9.46%
$488.01 - $604.18 $197K - $243K
3.86K $2.26M
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 2.16%
$333.64 - $405.2 $13.7K - $16.6K
1.85K $751K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.17K
- 2.59%
$162.64 - $179.3 $190K - $210K
43.9K $7.87M
ITA
Ishares Tr

ETFs
-558
- 1.62%
$131.58 - $149.64 $73.4K - $83.5K
33.9K $5.08M
DJD
Invesco Exchange Traded Fd Tr

ETFs
-8.22K
- 3.42%
$47.17 - $52.59 $388K - $432K
232K $12.2M
Activity Summary
Buys All Purchases 65 New Holdings 15 Increased Positions 50 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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