Morris Retirement Advisors, LLC Purchases in Q4 2025

Morris Retirement Advisors, LLC

  • $234 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PWV
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.3%
$63.56 - $66.72 $699 - $734
3.7K $244K
DSI
Ishares Msci Kld 400 Social Et

ETFs
12
+ 0.39%
$123.63 - $130.75 $1.48K - $1.57K
3.09K $391K
LDOS
Leidos Holdings, Inc.

Technology
1
+ 0.09%
$184.41 - $199.55 $184 - $200
1.16K $222K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
807
+ 4.68%
$7.18 - $7.61 $5.79K - $6.14K
18.1K $132K
FTSL
First Trust Senior Ln Fund

ETFs
43
+ 0.38%
$45.62 - $45.98 $1.96K - $1.98K
11.4K $522K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.07%
$118.29 - $126.28 $237 - $253
2.75K $333K
FGLD
Franklin Templeton Holdings Trust
5.86K
New
N/A
5.86K $0
Tko Group Holdings Inc
1.49K
+ 146.84%
N/A
2.5K $0
Series Portfolios Tr
8.17K
New
N/A
8.17K $0
ALCC
Alt C Acquisition Corp.

Financial Services
3.03K
+ 16.93%
N/A
20.9K $0
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
411
+ 2.63%
$5.67 - $5.92 $2.33K - $2.43K
16.1K $91K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
85
+ 0.42%
$9.2 - $9.52 $782 - $809
20.1K $188K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
134
+ 1.05%
$10.8 - $11.17 $1.45K - $1.5K
12.9K $139K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
482
+ 1.81%
$4.18 - $4.38 $2.01K - $2.11K
27.2K $114K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
198
+ 1.58%
$11.27 - $11.69 $2.23K - $2.31K
12.8K $143K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
59
+ 0.71%
$42.66 - $43.29 $2.52K - $2.55K
8.42K $359K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
35
+ 0.35%
$11.81 - $12.5 $413 - $438
10.1K $119K
TSLA
Tesla, Inc.

Consumer Cyclical
123
+ 7.63%
$401.99 - $468.37 $49.4K - $57.6K
1.74K $709K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
27
+ 0.22%
$6.96 - $7.94 $188 - $214
12.1K $84K
SMR
Nuscale Power Corp

Industrials
14.6K
+ 57.4%
$22.45 - $53.43 $327K - $777K
39.9K $895K
MOD
Modine Manufacturing CO

Consumer Cyclical
250
+ 4.54%
$128.73 - $163.02 $32.2K - $40.8K
5.75K $759K
DUOL
Duolingo, Inc.

Technology
718
+ 57.26%
$185.07 - $347.27 $133K - $249K
1.97K $364K
MA
Mastercard Inc

Financial Services
1
+ 0.08%
$536.85 - $580.45 $537 - $580
1.3K $696K
MDLZ
Mondelez International, Inc.

Consumer Defensive
47
+ 0.68%
$55.57 - $63.17 $2.61K - $2.97K
6.94K $385K
NFLX
Netflix Inc

Communication Services
8.55K
+ 932.17%
$110.29 - $1241.35 $943K - $10.6M
9.47K $1.04M
TTWO
Take Two Interactive Software Inc

Communication Services
8
+ 0.31%
$232.0 - $262.29 $1.86K - $2.1K
2.59K $609K
CVNA
Carvana Co.

Consumer Cyclical
99
+ 5.88%
$290.14 - $395.41 $28.7K - $39.1K
1.78K $567K
LRN
Stride, Inc.

Consumer Defensive
2.36K
+ 87.18%
$64.1 - $153.53 $151K - $362K
5.07K $324K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.94K
+ 15.73%
$71.69 - $105.67 $282K - $416K
29K $2.1M
DOCS
Doximity, Inc.

Healthcare
3.04K
+ 23.87%
$47.07 - $73.53 $143K - $224K
15.8K $742K
META
Meta Platforms, Inc.

Communication Services
429
+ 7.48%
$609.01 - $751.67 $261K - $322K
6.17K $3.76M
AXON
Axon Enterprise, Inc.

Industrials
44
+ 1.35%
$554.37 - $759.44 $24.4K - $33.4K
3.3K $1.83M
Activity Summary
Buys All Purchases 83 New Holdings 13 Increased Positions 70 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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