Morris Retirement Advisors, LLC Sells in Q3 2025

Morris Retirement Advisors, LLC

  • $224 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-8.42K
- 17.51%
$620.67 - $670.08 $5.22M - $5.64M
39.6K $26.5M
AXON
Axon Enterprise, Inc.

Industrials
-85
- 2.54%
$698.02 - $870.97 $59.3K - $74K
3.26K $2.34M
LRN
Stride, Inc.

Consumer Defensive
-1.85K
- 40.54%
$128.23 - $169.81 $237K - $313K
2.71K $403K
EAT
Brinker International, Inc

Consumer Cyclical
-257
- 8.06%
$126.68 - $184.02 $32.6K - $47.3K
2.93K $371K
BROS
Dutch Bros Inc.

Consumer Cyclical
-1.27K
- 15.87%
$52.34 - $74.24 $66.5K - $94.4K
6.74K $352K
LMT
Lockheed Martin Corp

Industrials
-413
- 36.71%
$410.74 - $499.21 $170K - $206K
712 $355K
DUOL
Duolingo, Inc.

Technology
-105
- 7.73%
$271.18 - $403.06 $28.5K - $42.3K
1.25K $403K
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.63K
- 30.66%
$50.23 - $50.48 $132K - $133K
5.94K $298K
NFLX
Netflix Inc

Communication Services
-2
- 0.22%
$1147.87 - $1297.18 $2.3K - $2.59K
917 $1.1M
LLY
Eli Lilly & CO

Healthcare
-135
- 13.86%
$625.65 - $812.69 $84.5K - $110K
839 $640K
META
Meta Platforms, Inc.

Communication Services
-100
- 1.71%
$695.21 - $791.73 $69.5K - $79.2K
5.74K $4.21M
V
Visa Inc.

Financial Services
-188
- 8.99%
$332.09 - $358.86 $62.4K - $67.5K
1.9K $649K
CRS
Carpenter Technology Corp

Industrials
-45
- 1.79%
$232.4 - $287.42 $10.5K - $12.9K
2.47K $605K
CVNA
Carvana Co.

Consumer Cyclical
-414
- 19.73%
$326.09 - $392.66 $135K - $163K
1.68K $635K
FTSL
First Trust Senior Ln Fund

ETFs
-1.43K
- 11.2%
$45.81 - $46.18 $65.4K - $65.9K
11.3K $519K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.17K
- 7.73%
$55.61 - $57.37 $65K - $67.1K
14K $796K
AMZN
Amazon Com Inc

Consumer Cyclical
-253
- 1.53%
$211.65 - $238.24 $53.5K - $60.3K
16.3K $3.57M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-185
- 2.61%
$60.9 - $70.75 $11.3K - $13.1K
6.9K $430K
IRTC
I Rhythm Technologies, Inc.

Healthcare
-604
- 18.18%
$132.29 - $187.07 $79.9K - $113K
2.72K $467K
VRT
Vertiv Holdings CO

Industrials
-457
- 6.17%
N/A
6.95K $602K
URBN
Urban Outfitters Inc

Consumer Cyclical
-358
- 4.95%
$66.84 - $79.79 $23.9K - $28.6K
6.87K $490K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1K
- 13.84%
$50.79 - $54.95 $50.8K - $55K
6.23K $341K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-600
- 6.69%
$42.75 - $43.37 $25.7K - $26K
8.37K $362K
XOM
Exxon Mobil Corp

Energy
-539
- 6.49%
$105.83 - $117.22 $57K - $63.2K
7.76K $875K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-144
- 5.7%
$91.44 - $91.77 $13.2K - $13.2K
2.38K $218K
MA
Mastercard Inc

Financial Services
-33
- 2.48%
$550.18 - $598.96 $18.2K - $19.8K
1.3K $737K
WFC
Wells Fargo & Company

Financial Services
-420
- 5.88%
$77.05 - $85.16 $32.4K - $35.8K
6.72K $563K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-232
- 2.26%
$12.09 - $12.69 $2.8K - $2.94K
10K $125K
Ishares Bitcoin Trust ETF
-2.14K
- 22.09%
N/A
7.53K $0
Waystar Hldg Corp
-3.9K
- 23.1%
N/A
13K $0
CVX
Chevron Corp

Energy
-133
- 5.6%
$145.57 - $161.83 $19.4K - $21.5K
2.24K $347K
F
Ford Motor CO

Consumer Cyclical
-491
- 4.04%
$10.82 - $12.09 $5.31K - $5.94K
11.7K $139K
PEP
Pepsico Inc

Consumer Defensive
-22
- 1.41%
$133.81 - $152.16 $2.94K - $3.35K
1.54K $216K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-779
- 0.91%
$23.6 - $24.47 $18.4K - $19.1K
84.6K $2.07M
MRK
Merck & Co., Inc.

Healthcare
-18
- 0.46%
$77.6 - $87.37 $1.4K - $1.57K
3.91K $328K
RTX
Raytheon Technologies Corp

Industrials
-35
- 2.13%
$144.19 - $167.33 $5.05K - $5.86K
1.61K $269K
MO
Altria Group, Inc.

Consumer Defensive
-77
- 1.5%
$57.75 - $67.68 $4.45K - $5.21K
5.05K $333K
UNH
Unitedhealth Group Inc

Healthcare
-162
- 6.08%
$237.77 - $353.61 $38.5K - $57.3K
2.5K $864K
TSLA
Tesla, Inc.

Consumer Cyclical
-523
- 24.5%
$293.94 - $444.72 $154K - $233K
1.61K $716K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-63
- 0.22%
$23.55 - $24.8 $1.48K - $1.56K
28.1K $697K
APH
Amphenol Corp

Technology
-89
- 2.83%
$97.39 - $125.4 $8.67K - $11.2K
3.06K $378K
AVGO
Broadcom Inc.

Technology
-575
- 11.23%
$264.74 - $369.57 $152K - $213K
4.55K $1.5M
DOCS
Doximity, Inc.

Healthcare
-994
- 7.24%
$57.33 - $75.12 $57K - $74.7K
12.7K $931K
GE
General Electric CO

Industrials
-128
- 3.98%
$244.75 - $305.63 $31.3K - $39.1K
3.09K $929K
JPM
Jpmorgan Chase & CO

Financial Services
-47
- 0.97%
$282.78 - $316.06 $13.3K - $14.9K
4.78K $1.51M
GH
Guardant Health, Inc.

Healthcare
-996
- 6.09%
$40.98 - $67.42 $40.8K - $67.2K
15.4K $959K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.03%
$184.85 - $231.54 $185 - $232
2.89K $668K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-98
- 1.12%
$52.92 - $78.28 $5.19K - $7.67K
8.62K $632K
LITE
Lumentum Holdings Inc.

Technology
-1.28K
- 20.88%
$90.44 - $171.5 $116K - $220K
4.86K $790K
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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