Morris Retirement Advisors, LLC Portfolio Holdings

Morris Retirement Advisors, LLC

  • $211 Million
  • Q2 2025

Morris Retirement Advisors, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.8M, Vanguard Ftse Europe ETF Ftse with a value of $13.6M, Direxion Nasdaq 100 Equal Weig with a value of $11.8M, Invesco Exchange Traded Fd Tr with a value of $11.7M, and Janus Detroit Str Tr Janus Hen with a value of $10.8M.

Examining the 13F form we can see an increase of $27.1M in the current position value, from $184M to 211M.

Morris Retirement Advisors, LLC is based out at Parsippany, NJ

Below you can find more details about Morris Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Million
ETFs: $138 Million
Technology: $18.4 Million
Financial Services: $10.5 Million
Industrials: $9.98 Million
Communication Services: $9.87 Million
Consumer Cyclical: $9.14 Million
Healthcare: $6.54 Million
Consumer Defensive: $5.36 Million
Other: $2.76 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$5.72 Million 2.72% of portfolio
11,505
Q2 2025 Reduced 14.56%
$1.62T
$4.31 Million 2.04% of portfolio
5,837
Q2 2025 Added 12.06%
$409B
$3.96 Million 1.88% of portfolio
25,034
Q2 2025 Added 16.16%
$2.3T
$3.62 Million 1.72% of portfolio
16,512
Q2 2025 Reduced 15.11%
$3.35T
$3.5 Million 1.66% of portfolio
17,067
Q2 2025 Reduced 2.72%
$53.3B
$2.77 Million 1.31% of portfolio
3,344
Q2 2025 Added 0.84%
$0
$2.06 Million 0.98% of portfolio
85,401
Q2 2025 Added 3.53%
$1.11T
$1.99 Million 0.94% of portfolio
11,195
Q2 2025 Added 13.92%
$112B
$1.41 Million 0.67% of portfolio
5,121
Q2 2025 Reduced 19.88%
$847B
$1.4 Million 0.66% of portfolio
4,826
Q2 2025 Added 45.41%
$260B
$1.36 Million 0.64% of portfolio
13,899
Q2 2025 Reduced 6.99%
$0
$1.33 Million 0.63% of portfolio
70,358
Q2 2025 Added 7.9%
$562B
$1.23 Million 0.58% of portfolio
919
Q2 2025 Added 28.35%
$6.55B
$1.15 Million 0.55% of portfolio
24,762
Q2 2025 Added 0.72%
$41.4B
$1.05 Million 0.5% of portfolio
12,518
Q1 2024 Reduced 4.02%
$475B
$894,000 0.42% of portfolio
8,302
Q2 2025 Reduced 8.58%
$5.09B
$851,000 0.4% of portfolio
16,353
Q2 2025 Added 7.06%
$287B
$828,000 0.39% of portfolio
3,217
Q2 2025 Added 3.21%
$281B
$831,000 0.39% of portfolio
2,665
Q2 2025 Reduced 14.61%
$4.24B
$822,000 0.39% of portfolio
4,293
Q1 2024 Added 23.01%
$760B
$759,000 0.36% of portfolio
974
Q2 2025 Added 12.6%
$527B
$746,000 0.35% of portfolio
1,329
Q2 2025 Added 32.63%
$573B
$742,000 0.35% of portfolio
2,092
Q2 2025 Reduced 9.67%
$17.7B
$686,000 0.33% of portfolio
4,167
Q2 2025 Added 14.67%
$13.5B
$694,000 0.33% of portfolio
2,513
Q2 2025 Added 6.08%
$29.4B
$706,000 0.33% of portfolio
2,098
Q2 2025 New
$1T
$678,000 0.32% of portfolio
2,135
Q2 2025 New
$293B
$674,000 0.32% of portfolio
4,949
Q2 2025 Added 2.06%
$0
$659,000 0.31% of portfolio
28,208
Q2 2025 Reduced 1.96%
$5.81B
$661,000 0.31% of portfolio
4,553
Q2 2025 Added 29.9%
$32.7B
$642,000 0.3% of portfolio
7,409
Q2 2025 Reduced 18.94%
$6.29B
$583,000 0.28% of portfolio
6,140
Q2 2025 New
$254B
$589,000 0.28% of portfolio
1,999
Q2 2025 Reduced 6.06%
$317B
$572,000 0.27% of portfolio
7,144
Q2 2025 Added 95.67%
$5.84B
$565,000 0.27% of portfolio
18,658
Q2 2025 Added 58.91%
$5.2B
$567,000 0.27% of portfolio
5,766
Q2 2025 New
$7.28B
$575,000 0.27% of portfolio
3,190
Q2 2025 Reduced 15.09%
$175B
$556,000 0.26% of portfolio
12,859
Q2 2025 Reduced 9.06%
$1.41B
$538,000 0.26% of portfolio
30,717
Q2 2025 New
$11.5B
$557,000 0.26% of portfolio
1,359
Q2 2025 Reduced 8.55%
$2.51B
$547,000 0.26% of portfolio
8,009
Q2 2025 New
$6.65B
$524,000 0.25% of portfolio
7,227
Q2 2025 New
$339B
$536,000 0.25% of portfolio
2,890
Q2 2025 Reduced 15.96%
$124B
$521,000 0.25% of portfolio
1,125
Q2 2025 Reduced 0.97%
$214B
$536,000 0.25% of portfolio
1,383
Q1 2025 Reduced 9.84%
$4.17B
$511,000 0.24% of portfolio
3,323
Q2 2025 New
$194B
$509,000 0.24% of portfolio
496
Q2 2025 Added 26.85%
$183B
$504,000 0.24% of portfolio
928
Q2 2025 Added 27.47%
$284B
$479,000 0.23% of portfolio
2,011
Q2 2025 Added 61.27%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $211 Million
  • Prior Value $184 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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