Morling Financial Advisors, LLC Portfolio Holdings
Morling Financial Advisors, LLC
- $258 Million
- Q3 2024
Morling Financial Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $258 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ssga Active ETF Tr Spdr Doblel with a value of $40.3M, First Tr ETF Viii Tcw Unconstr with a value of $29M, Vanguard Total Stock Market Et with a value of $27.9M, Dimensional ETF Tr with a value of $19.5M, and Vanguard with a value of $17.8M.
Examining the 13F form we can see an increase of $30.2M in the current position value, from $228M to 258M.
Below you can find more details about Morling Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$258 Million
ETFs: $219 Million
Technology: $28.2 Million
Communication Services: $4.8 Million
Consumer Cyclical: $3.27 Million
Financial Services: $1.38 Million
Energy: $778,000
Healthcare: $529,000
Real Estate: $206,000
Other: $0