Morling Financial Advisors, LLC Sells in Q3 2025

Morling Financial Advisors, LLC

  • $254 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-4.73K
- 35.52%
$293.94 - $444.72 $1.39M - $2.1M
8.58K $3.82M
MSFT
Microsoft Corp

Technology
-461
- 16.15%
$491.09 - $535.64 $226K - $247K
2.39K $1.24M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-60
- 0.64%
$38.58 - $58.24 $2.31K - $3.49K
9.25K $362K
IVV
Ishares Core S&P 500 ETF

ETFs
-907
- 9.72%
$620.67 - $670.08 $563K - $608K
8.42K $5.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-612
- 7.13%
$211.65 - $238.24 $130K - $146K
7.98K $1.75M
CRM
Salesforce, Inc.

Technology
-214
- 15.78%
$231.66 - $273.65 $49.6K - $58.6K
1.14K $270K
META
Meta Platforms, Inc.

Communication Services
-124
- 7.8%
$695.21 - $791.73 $86.2K - $98.2K
1.47K $1.08M
VB
Vanguard Small Cap ETF

ETFs
-404
- 45.44%
$237.58 - $259.17 $96K - $105K
485 $123K
ISRG
Intuitive Surgical Inc

Healthcare
-31
- 4.21%
$433.66 - $544.47 $13.4K - $16.9K
705 $315K
NFLX
Netflix Inc

Communication Services
-23
- 6.42%
$1147.87 - $1297.18 $26.4K - $29.8K
335 $401K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.16K
- 10.51%
$74.93 - $80.73 $162K - $174K
18.4K $1.48M
SPOT
Spotify Technology S.A.

Communication Services
-9
- 1.8%
$620.01 - $738.53 $5.58K - $6.65K
492 $343K
IEMG
Ishares Inc

ETFs
-683
- 0.97%
N/A
69.6K $3.74M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.65K
- 9.76%
$24.73 - $25.29 $40.7K - $41.7K
15.2K $383K
DIS
Walt Disney CO

Communication Services
-87
- 4.72%
$112.25 - $124.0 $9.77K - $10.8K
1.76K $201K
ABNB
Airbnb, Inc.

Consumer Cyclical
-9
- 0.39%
$118.3 - $142.16 $1.06K - $1.28K
2.28K $277K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 0.28%
$412.46 - $514.1 $1.24K - $1.54K
1.09K $532K
VIG
Vanguard Dividend Appreciation

ETFs
-76
- 1.66%
N/A
4.5K $818K
SPYG
Spdr Portfolio

ETFs
-207
- 11.62%
$94.33 - $105.31 $19.5K - $21.8K
1.57K $164K
IWM
Ishares Russell 2000 ETF

ETFs
-72
- 13.16%
$214.92 - $244.84 $15.5K - $17.6K
475 $114K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.07K
- 2.97%
$26.38 - $27.95 $28.3K - $29.9K
35K $955K
SCHW
Schwab Charles Corp

Financial Services
-86
- 3.6%
$91.03 - $98.69 $7.83K - $8.49K
2.3K $219K
JPM
Jpmorgan Chase & CO

Financial Services
-128
- 6.59%
$282.78 - $316.06 $36.2K - $40.5K
1.81K $572K
GE
General Electric CO

Industrials
-68
- 7.88%
$244.75 - $305.63 $16.6K - $20.8K
795 $239K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2
- 0.04%
$87.05 - $93.19 $174 - $186
4.66K $433K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-417
- 2.79%
$29.55 - $32.52 $12.3K - $13.6K
14.5K $465K
BAC
Bank Of America Corp

Financial Services
-106
- 1.65%
$44.92 - $52.42 $4.76K - $5.56K
6.31K $325K
UBER
Uber Technologies, Inc

Technology
-87
- 1.25%
$86.91 - $99.57 $7.56K - $8.66K
6.89K $674K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-360
- 2.22%
$42.67 - $46.91 $15.4K - $16.9K
15.9K $742K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-231
- 1.51%
$49.43 - $54.52 $11.4K - $12.6K
15K $813K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-232
- 1.29%
$39.06 - $43.42 $9.06K - $10.1K
17.8K $773K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.36%
$567.77 - $614.76 $3.97K - $4.3K
1.91K $1.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-746
- 1.29%
$23.82 - $25.84 $17.8K - $19.3K
57.1K $1.47M
NVDA
Nvidia Corp

Technology
-1.42K
- 11.2%
$153.3 - $186.58 $218K - $266K
11.3K $2.11M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-52
- 0.42%
$134.94 - $145.86 $7.02K - $7.58K
12.3K $1.8M
GOOGL
Alphabet Inc.

Communication Services
-494
- 13.07%
$174.36 - $254.72 $86.1K - $126K
3.29K $799K
VEA
Vanguard Ftse Developed Market

ETFs
-283
- 0.48%
$56.02 - $60.3 $15.9K - $17.1K
58.2K $3.49M
GOOG
Alphabet Inc.

Communication Services
-567
- 7.27%
$175.16 - $255.24 $99.3K - $145K
7.23K $1.76M
AVUS
American Centy ETF Tr Avantis

ETFs
-6
- 0.01%
$101.2 - $109.16 $607 - $655
55K $5.98M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.14K
- 1.88%
$72.65 - $78.68 $155K - $168K
112K $8.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-837
- 0.19%
$24.46 - $26.5 $20.5K - $22.2K
448K $11.8M
AAPL
Apple Inc.

Technology
-957
- 2.29%
$202.38 - $256.87 $194K - $246K
40.8K $10.4M
Activity Summary
Buys All Purchases 38 New Holdings 15 Increased Positions 23 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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