Morris Retirement Advisors, LLC Incresed Positions in Q3 2025

Morris Retirement Advisors, LLC

  • $224 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
24.5K
+ 12.26%
$49.05 - $49.99 $1.2M - $1.22M
224K $11.1M
DJD
Invesco Exchange Traded Fd Tr

ETFs
13.6K
+ 6.18%
$52.86 - $55.4 $721K - $755K
234K $12.9M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
275
+ 1.11%
$43.07 - $91.37 $11.8K - $25.1K
25K $2.29M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.8K
+ 11.9%
$90.83 - $93.81 $982K - $1.01M
102K $9.49M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.2K
+ 9.48%
$50.53 - $50.82 $1.02M - $1.02M
233K $11.8M
PLTR
Palantir Technologies Inc.

Technology
3.95K
+ 79.83%
$130.68 - $186.97 $516K - $739K
8.9K $1.62M
ITA
Ishares Tr

ETFs
1.05K
+ 3.05%
$184.73 - $209.26 $193K - $219K
35.3K $7.4M
SRLN
Ssga Active Trust

ETFs
17.4K
+ 8.74%
$41.28 - $41.65 $718K - $724K
216K $8.99M
QUAL
Ishares Msci Usa Quality Facto

ETFs
785
+ 1.68%
$182.33 - $194.5 $143K - $153K
47.4K $9.23M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.14K
+ 1.79%
$75.26 - $80.19 $236K - $251K
178K $14.2M
VPU
Vanguard Utilities ETF

ETFs
995
+ 4.8%
$175.25 - $189.41 $174K - $188K
21.7K $4.12M
TTWO
Take Two Interactive Software Inc

Communication Services
1.28K
+ 97.71%
$217.37 - $259.96 $278K - $332K
2.59K $668K
MSFT
Microsoft Corp

Technology
211
+ 1.83%
$491.09 - $535.64 $104K - $113K
11.7K $6.07M
WMT
Walmart Inc.

Consumer Defensive
1.3K
+ 9.34%
$94.4 - $104.27 $123K - $135K
15.2K $1.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
120
+ 7.48%
$617.65 - $666.84 $74.1K - $80K
1.73K $1.15M
JNJ
Johnson & Johnson

Healthcare
351
+ 13.52%
$155.17 - $185.42 $54.5K - $65.1K
2.95K $546K
GOOGL
Alphabet Inc.

Communication Services
80
+ 6.69%
$174.36 - $254.72 $13.9K - $20.4K
1.28K $309K
PDI
Pimco Dynamic Income Fund

Financial Services
2.01K
+ 2.85%
$18.85 - $20.07 $37.8K - $40.2K
72.4K $1.43M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
25
+ 1.89%
$275.84 - $326.36 $6.9K - $8.16K
1.35K $438K
DSI
Ishares Msci Kld 400 Social Et

ETFs
200
+ 6.96%
$115.96 - $125.95 $23.2K - $25.2K
3.07K $387K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.22%
$357.4 - $423.42 $1.07K - $1.27K
1.35K $546K
IBM
International Business Machines Corp

Technology
259
+ 12.96%
$234.77 - $292.47 $60.8K - $75.7K
2.26K $637K
MCD
Mcdonalds Corp

Consumer Cyclical
123
+ 14.11%
$291.67 - $316.99 $35.9K - $39K
995 $302K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.26%
$546.99 - $602.2 $1.09K - $1.2K
776 $465K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.17%
$121.35 - $144.54 $364 - $434
1.73K $249K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
117
+ 6.99%
$99.92 - $146.67 $11.7K - $17.2K
1.79K $237K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.07%
$108.97 - $121.65 $218 - $243
2.75K $331K
AMGN
Amgen Inc

Healthcare
69
+ 6.93%
$271.18 - $309.22 $18.7K - $21.3K
1.06K $300K
VZ
Verizon Communications Inc

Communication Services
337
+ 2.62%
$40.84 - $45.06 $13.8K - $15.2K
13.2K $579K
T
At&T Inc.

Communication Services
1.15K
+ 8.11%
$26.94 - $29.62 $30.8K - $33.9K
15.3K $431K
CHW
Calamos Global Dynamic Income Fund

Financial Services
1.65K
+ 8.93%
$7.06 - $7.63 $11.6K - $12.6K
20.1K $151K
BAC
Bank Of America Corp

Financial Services
17
+ 0.38%
$44.92 - $52.42 $764 - $891
4.48K $230K
IYH
Ishares Tr

ETFs
5
+ 0.07%
$54.36 - $58.96 $272 - $295
6.92K $406K
GDV
Gabelli Dividend & Income Trust

Financial Services
149
+ 1.6%
$25.8 - $27.4 $3.84K - $4.08K
9.46K $256K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.04K
+ 8.88%
$10.81 - $11.15 $11.3K - $11.6K
12.8K $141K
PWV
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.35%
$61.22 - $65.41 $796 - $850
3.69K $240K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
1.69K
+ 10.87%
$7.32 - $7.67 $12.4K - $13K
17.3K $129K
ADI
Analog Devices Inc

Technology
10
+ 0.97%
$220.68 - $255.63 $2.21K - $2.56K
1.04K $255K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
72
+ 0.6%
$6.96 - $7.59 $501 - $546
12.1K $92K
TMUS
T Mobile Us, Inc.

Communication Services
27
+ 1.34%
$226.02 - $259.01 $6.1K - $6.99K
2.04K $487K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
954
+ 8.22%
$11.64 - $12.09 $11.1K - $11.5K
12.6K $146K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
234
+ 1.75%
$9.6 - $10.5 $2.25K - $2.46K
13.6K $141K
PG
Procter & Gamble CO

Consumer Defensive
115
+ 5.38%
$150.47 - $161.22 $17.3K - $18.5K
2.25K $346K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
665
+ 2.56%
$4.23 - $4.4 $2.81K - $2.93K
26.7K $116K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
393
+ 2.58%
$5.7 - $6.01 $2.24K - $2.36K
15.7K $92K
KO
Coca Cola CO

Consumer Defensive
404
+ 7.77%
$65.67 - $71.67 $26.5K - $29K
5.61K $371K
UPS
United Parcel Service Inc

Industrials
739
+ 21.9%
$82.58 - $105.54 $61K - $78K
4.11K $343K
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
27
+ 0.16%
N/A
17K $377K
Genedx Holdings Corp
4.2K
+ 129.98%
N/A
7.43K $0
Activity Summary
Buys All Purchases 77 New Holdings 14 Increased Positions 63 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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