Morris Retirement Advisors, LLC Purchases in Q1 2025

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
185
+ 19.45%
$423.19 - $506.29 $78.3K - $93.7K
1.14K $507K
WFC
Wells Fargo & Company

Financial Services
530
+ 16.98%
$66.78 - $81.42 $35.4K - $43.2K
3.65K $262K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.48K
+ 5.56%
$168.16 - $186.21 $418K - $463K
47.2K $8M
HD
Home Depot, Inc.

Consumer Cyclical
174
+ 10.24%
$347.25 - $424.87 $60.4K - $73.9K
1.87K $686K
PHT
Pioneer High Income Fund, Inc.

Financial Services
2.44K
+ 6.34%
$7.59 - $7.97 $18.5K - $19.4K
40.9K $315K
IYH
Ishares Tr

ETFs
4
+ 0.06%
$58.32 - $62.76 $233 - $251
6.91K $417K
PLUG
Plug Power Inc

Industrials
10.3K
New
$1.34 - $3.15 $13.8K - $32.4K
10.3K $13K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
632
+ 4.32%
$7.54 - $7.93 $4.77K - $5.01K
15.3K $117K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
46
+ 0.45%
$12.04 - $13.32 $554 - $613
10.2K $127K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
41
+ 0.35%
$10.47 - $10.92 $429 - $448
11.7K $124K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
216
+ 0.84%
$4.18 - $4.41 $903 - $953
26K $109K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
35
+ 0.31%
$11.8 - $12.22 $413 - $428
11.5K $136K
GDV
Gabelli Dividend & Income Trust

Financial Services
57
+ 0.62%
$23.47 - $25.3 $1.34K - $1.44K
9.23K $222K
Blackrock Inc
228
New
N/A
228 $0
Waystar Hldg Corp
10.1K
New
N/A
10.1K $0
ALCC
Alt C Acquisition Corp.

Financial Services
9.5K
New
N/A
9.5K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1
+ 0.01%
$42.38 - $43.28 $42.4 - $43.3
9.21K $391K
USA
Liberty All Star Equity Fund

Financial Services
653
+ 5.0%
$6.41 - $7.32 $4.19K - $4.78K
13.7K $89K
CHW
Calamos Global Dynamic Income Fund

Financial Services
537
+ 3.01%
$6.39 - $7.05 $3.43K - $3.79K
18.4K $118K
FTSL
First Trust Senior Ln Fund

ETFs
87
+ 0.69%
$45.65 - $46.48 $3.97K - $4.04K
12.7K $579K
JEPI
J P Morgan Exchange Traded Fd

ETFs
134
+ 0.94%
$56.17 - $59.71 $7.53K - $8K
14.3K $811K
ADI
Analog Devices Inc

Technology
1
+ 0.1%
$201.56 - $243.82 $202 - $244
1.01K $203K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
120
+ 0.82%
$5.74 - $7.6 $689 - $912
14.8K $91K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.07%
$92.45 - $106.69 $185 - $213
2.75K $254K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.7K
+ 2.11%
$22.77 - $24.73 $38.8K - $42.1K
82.5K $1.91M
PAVE
Global X Fds Us Infrastructure

ETFs
3.72K
+ 4.81%
$37.31 - $43.82 $139K - $163K
81.1K $3.05M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.39K
+ 10.55%
$211.47 - $267.17 $295K - $372K
14.6K $3.1M
AXON
Axon Enterprise, Inc.

Industrials
111
+ 3.46%
$496.65 - $710.01 $55.1K - $78.8K
3.32K $1.74M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.51K
+ 4.08%
$67.24 - $84.27 $102K - $128K
38.6K $2.64M
IVV
Ishares Core S&P 500 ETF

ETFs
1.98K
+ 4.24%
$554.06 - $615.85 $1.1M - $1.22M
48.8K $27.2M
AMZN
Amazon Com Inc

Consumer Cyclical
84
+ 0.43%
$190.26 - $242.06 $16K - $20.3K
19.5K $3.7M
Activity Summary
Buys All Purchases 82 New Holdings 30 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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