Morris Retirement Advisors, LLC Sells in Q4 2025

Morris Retirement Advisors, LLC

  • $234 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-19.6K
- 49.49%
$656.2 - $690.71 $12.9M - $13.5M
20K $13.5M
GE
General Electric CO

Industrials
-1.49K
- 48.17%
$291.49 - $314.28 $434K - $468K
1.6K $480K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-5.76K
- 2.47%
$50.55 - $50.74 $291K - $292K
227K $11.5M
NVDA
Nvidia Corp

Technology
-1.71K
- 6.88%
$179.83 - $207.04 $308K - $354K
23.1K $4.32M
ISRG
Intuitive Surgical Inc

Healthcare
-599
- 61.88%
$429.59 - $576.2 $257K - $345K
369 $201K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-1.11K
- 2.37%
$93.79 - $100.35 $104K - $111K
45.8K $4.31M
LITE
Lumentum Holdings Inc.

Technology
-2.2K
- 45.37%
$149.61 - $259.89 $330K - $573K
2.65K $616K
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
-6.52K
- 38.22%
N/A
10.5K $232K
HD
Home Depot, Inc.

Consumer Cyclical
-171
- 12.68%
$358.03 - $397.02 $61.2K - $67.9K
1.18K $421K
VZ
Verizon Communications Inc

Communication Services
-2.08K
- 15.72%
$38.4 - $43.83 $79.7K - $90.9K
11.1K $456K
WMT
Walmart Inc.

Consumer Defensive
-1.09K
- 7.15%
$101.18 - $109.03 $110K - $119K
14.1K $1.45M
LMT
Lockheed Martin Corp

Industrials
-158
- 22.19%
$452.1 - $514.24 $71.4K - $81.2K
554 $260K
KO
Coca Cola CO

Consumer Defensive
-1.66K
- 29.58%
$66.1 - $71.61 $110K - $119K
3.95K $279K
UPS
United Parcel Service Inc

Industrials
-1.37K
- 33.26%
$82.87 - $97.4 $113K - $133K
2.75K $258K
T
At&T Inc.

Communication Services
-1.63K
- 10.68%
$24.44 - $27.55 $39.8K - $44.9K
13.6K $347K
XOM
Exxon Mobil Corp

Energy
-883
- 11.37%
$110.64 - $119.78 $97.7K - $106K
6.88K $809K
CMCSA
Comcast Corp

Communication Services
-536
- 5.0%
$26.98 - $31.09 $14.5K - $16.7K
10.2K $276K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-246
- 18.29%
$325.34 - $368.61 $80K - $90.7K
1.1K $379K
CVX
Chevron Corp

Energy
-363
- 16.21%
$148.9 - $157.72 $54.1K - $57.3K
1.88K $290K
MCD
Mcdonalds Corp

Consumer Cyclical
-178
- 17.89%
$293.81 - $310.11 $52.3K - $55.2K
817 $249K
MRK
Merck & Co., Inc.

Healthcare
-866
- 22.14%
$82.49 - $92.93 $71.4K - $80.5K
3.05K $282K
ABBV
Abb Vie Inc.

Healthcare
-201
- 6.96%
$211.96 - $244.38 $42.6K - $49.1K
2.69K $628K
PGR
Progressive Corp

Financial Services
-6
- 0.38%
$203.7 - $246.46 $1.22K - $1.48K
1.59K $358K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.51%
$250.9 - $292.94 $1K - $1.17K
787 $197K
V
Visa Inc.

Financial Services
-16
- 0.84%
$325.75 - $352.42 $5.21K - $5.64K
1.89K $615K
IBM
International Business Machines Corp

Technology
-222
- 9.83%
$275.97 - $314.98 $61.3K - $69.9K
2.04K $605K
AMGN
Amgen Inc

Healthcare
-264
- 24.81%
$290.13 - $341.71 $76.6K - $90.2K
800 $273K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 1.64%
$145.5 - $153.18 $5.38K - $5.67K
2.22K $323K
ADI
Analog Devices Inc

Technology
-10
- 0.96%
$225.32 - $246.37 $2.25K - $2.46K
1.03K $236K
GLD
Spdr Gold Trust

ETFs
-80
- 10.17%
$354.79 - $403.15 $28.4K - $32.3K
707 $265K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-261
- 0.93%
$24.31 - $25.21 $6.34K - $6.58K
27.9K $684K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-1.1K
- 5.49%
$7.35 - $7.82 $8.11K - $8.63K
19K $139K
CRS
Carpenter Technology Corp

Industrials
-668
- 27.07%
$238.12 - $332.01 $159K - $222K
1.8K $594K
USA
Liberty All Star Equity Fund

Financial Services
-953
- 6.61%
$6.07 - $6.47 $5.78K - $6.17K
13.5K $81K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-95
- 3.99%
$91.46 - $91.76 $8.69K - $8.72K
2.29K $209K
PEG
Public Service Enterprise Group Inc

Utilities
-1
- 0.01%
$79.86 - $84.83 $79.9 - $84.8
12.5K $1.04M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-1.02K
- 7.45%
$10.41 - $10.74 $10.6K - $10.9K
12.6K $134K
PFE
Pfizer Inc

Healthcare
-10
- 0.12%
$24.23 - $27.37 $242 - $274
8.47K $212K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-20
- 1.11%
$137.47 - $143.13 $2.75K - $2.86K
1.78K $251K
Genedx Holdings Corp
-989
- 13.32%
N/A
6.44K $0
Ishares Bitcoin Trust ETF
-2.91K
- 38.65%
N/A
4.62K $0
JNJ
Johnson & Johnson

Healthcare
-188
- 6.38%
$185.98 - $199.58 $35K - $37.5K
2.76K $550K
RTX
Raytheon Technologies Corp

Industrials
-23
- 1.43%
$157.0 - $179.44 $3.61K - $4.13K
1.59K $278K
DE
Deere & CO

Industrials
-1
- 0.2%
$439.11 - $480.78 $439 - $481
492 $234K
GH
Guardant Health, Inc.

Healthcare
-4.76K
- 31.0%
$61.46 - $98.92 $293K - $471K
10.6K $999K
GOOG
Alphabet Inc.

Communication Services
-991
- 9.63%
$237.49 - $291.74 $235K - $289K
9.3K $2.66M
AMZN
Amazon Com Inc

Consumer Cyclical
-402
- 2.47%
$213.04 - $254.0 $85.6K - $102K
15.9K $3.72M
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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