Morris Retirement Advisors, LLC Incresed Positions in Q4 2025

Morris Retirement Advisors, LLC

  • $234 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
57.1K
+ 157.72%
$85.22 - $92.02 $4.87M - $5.25M
93.3K $8.58M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.5K
+ 6.44%
$79.18 - $82.25 $909K - $945K
190K $15.4M
DJD
Invesco Exchange Traded Fd Tr

ETFs
13.1K
+ 5.57%
$54.08 - $57.17 $706K - $746K
247K $14M
SRLN
Ssga Active Trust

ETFs
23.3K
+ 10.76%
$41.05 - $41.54 $955K - $967K
239K $9.89M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.4K
+ 6.29%
$93.0 - $94.55 $595K - $605K
108K $10.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.92K
+ 3.98%
$49.78 - $50.16 $444K - $447K
233K $11.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
656
+ 38.03%
$653.02 - $687.39 $428K - $451K
2.38K $1.58M
AAPL
Apple Inc.

Technology
782
+ 4.62%
$245.27 - $275.25 $192K - $215K
17.7K $4.74M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.95K
+ 4.16%
$99.77 - $105.23 $494K - $521K
124K $12.5M
LLY
Eli Lilly & CO

Healthcare
147
+ 17.52%
$799.57 - $1025.28 $118K - $151K
986 $1.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.7K
+ 3.57%
$191.01 - $199.18 $324K - $338K
49.1K $9.55M
APLD
Applied Blockchain, Inc.

Financial Services
11.6K
+ 27.25%
$23.06 - $37.76 $268K - $439K
54.3K $1.28M
AVGO
Broadcom Inc.

Technology
549
+ 12.08%
$324.63 - $385.98 $178K - $212K
5.1K $1.75M
PDI
Pimco Dynamic Income Fund

Financial Services
19.5K
+ 26.95%
$18.04 - $19.91 $352K - $388K
91.9K $1.66M
MSFT
Microsoft Corp

Technology
634
+ 5.41%
$496.82 - $542.07 $315K - $344K
12.4K $6.27M
CAT
Caterpillar Inc

Industrials
173
+ 12.51%
$480.82 - $585.49 $83.2K - $101K
1.56K $858K
PLTR
Palantir Technologies Inc.

Technology
1.4K
+ 15.72%
$172.14 - $207.18 $241K - $290K
10.3K $1.79M
JPM
Jpmorgan Chase & CO

Financial Services
764
+ 15.99%
$294.11 - $320.41 $225K - $245K
5.54K $1.66M
COST
Costco Wholesale Corp

Consumer Defensive
175
+ 55.21%
$910.94 - $954.99 $159K - $167K
492 $448K
VPU
Vanguard Utilities ETF

ETFs
261
+ 1.2%
$190.8 - $202.04 $49.8K - $52.7K
22K $4.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.95K
+ 14.01%
$56.0 - $57.6 $109K - $113K
15.9K $902K
PAVE
Global X Fds Us Infrastructure

ETFs
3.3K
+ 3.85%
$46.42 - $48.56 $153K - $160K
89K $4.18M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.59K
+ 26.78%
$50.24 - $50.4 $79.9K - $80.1K
7.53K $378K
EWY
Ishares Inc Msci South Korea E

ETFs
278
+ 10.35%
$80.72 - $100.78 $22.4K - $28K
2.96K $278K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
828
+ 21.09%
$61.09 - $64.21 $50.6K - $53.2K
4.75K $300K
GOOGL
Alphabet Inc.

Communication Services
35
+ 2.75%
$236.57 - $291.31 $8.28K - $10.2K
1.31K $362K
APH
Amphenol Corp

Technology
148
+ 4.84%
$121.7 - $143.85 $18K - $21.3K
3.21K $429K
WFC
Wells Fargo & Company

Financial Services
589
+ 8.76%
$77.62 - $87.3 $45.7K - $51.4K
7.31K $610K
BAC
Bank Of America Corp

Financial Services
783
+ 17.5%
$48.65 - $54.11 $38.1K - $42.4K
5.26K $270K
IYH
Ishares Tr

ETFs
6
+ 0.09%
$59.84 - $64.29 $359 - $386
6.93K $442K
UNH
Unitedhealth Group Inc

Healthcare
303
+ 12.11%
$320.52 - $369.92 $97.1K - $112K
2.81K $899K
GDV
Gabelli Dividend & Income Trust

Financial Services
615
+ 6.5%
$26.53 - $27.44 $16.3K - $16.9K
10.1K $272K
TJX
Tjx Companies Inc

Consumer Cyclical
49
+ 2.84%
$138.56 - $147.63 $6.79K - $7.23K
1.78K $259K
IRTC
I Rhythm Technologies, Inc.

Healthcare
50
+ 1.84%
$167.45 - $187.3 $8.37K - $9.37K
2.77K $473K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.8K
+ 2.12%
$24.01 - $24.68 $43.2K - $44.4K
86.4K $2.07M
AINV
Apollo Investment Corp

Financial Services
337
+ 3.3%
N/A
10.6K $117K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.13%
$589.5 - $635.77 $590 - $636
777 $469K
PWV
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.3%
$63.56 - $66.72 $699 - $734
3.7K $244K
VRT
Vertiv Holdings CO

Industrials
46
+ 0.66%
N/A
7K $606K
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
FTSL
First Trust Senior Ln Fund

ETFs
43
+ 0.38%
$45.62 - $45.98 $1.96K - $1.98K
11.4K $522K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
807
+ 4.68%
$7.18 - $7.61 $5.79K - $6.14K
18.1K $132K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.07%
$118.29 - $126.28 $237 - $253
2.75K $333K
Tko Group Holdings Inc
1.49K
+ 146.84%
N/A
2.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
3.03K
+ 16.93%
N/A
20.9K $0
Northern Lts Fd Tr Iv
81
+ 8.51%
N/A
1.03K $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
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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