Morris Financial Concepts, Inc. Portfolio Holdings

Morris Financial Concepts, Inc.

  • $229 Million
  • Q3 2024

Morris Financial Concepts, Inc. has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $229 Million distributed in 193 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 $36.3M, Schwab Strategic Tr Us Large C with a value of $31M, Ishares Tr with a value of $14.7M, Ishares Core S&P Sm Cap ETF with a value of $13.6M, and Ihares Core 1 5 Years Usd Bond with a value of $8.17M.

Examining the 13F form we can see an increase of $22.6M in the current position value, from $206M to 229M.

Below you can find more details about Morris Financial Concepts, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $229 Million
ETFs: $201 Million
Consumer Cyclical: $4.87 Million
Technology: $4.76 Million
Financial Services: $4.61 Million
Healthcare: $4.16 Million
Consumer Defensive: $2.92 Million
Communication Services: $1.95 Million
Industrials: $1.14 Million
Other: $1.3 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $229 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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