Morris Retirement Advisors, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $180 Million distributed in 119 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 $26.6M, Invesco Exchange Traded Fd Tr with a value of $12.2M, Inv Act Mgd Ex Trd Fd Tr with a value of $11.2M, First Tr ETF Fd Iv First Tr Lo with a value of $9.64M, and Spdr Bloomberg 1 3 Month T Bil with a value of $9.03M.
Examining the 13F form we can see an increase of $7.09M in the current position value, from $173M to 180M.
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
$180 Million
ETFs: $116 Million
Technology: $20.7 Million
Financial Services: $10.5 Million
Communication Services: $7.31 Million
Healthcare: $7.08 Million
Consumer Cyclical: $6.21 Million
Industrials: $5.17 Million
Consumer Defensive: $3.21 Million
Other: $3.25 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
