Morris Retirement Advisors, LLC Portfolio Holdings

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025

Morris Retirement Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.2M, Invesco Exchange Traded Fd Tr with a value of $12.5M, Inv Act Mgd Ex Trd Fd Tr with a value of $12.4M, First Tr ETF Fd Iv First Tr Lo with a value of $10.4M, and Spdr Bloomberg 1 3 Month T Bil with a value of $9.6M.

Examining the 13F form we can see an decrease of $570K in the current position value, from $184M to 184M.

Morris Retirement Advisors, LLC is based out at Parsippany, NJ

Below you can find more details about Morris Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $121 Million
Technology: $18.3 Million
Financial Services: $8.88 Million
Industrials: $7.78 Million
Communication Services: $7.04 Million
Healthcare: $6.35 Million
Consumer Cyclical: $5.78 Million
Consumer Defensive: $4.67 Million
Other: $3.58 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.73T
$5.06 Million 2.75% of portfolio
13,466
Q1 2025 Reduced 13.23%
$3.21T
$3.9 Million 2.12% of portfolio
17,544
Q1 2025 Reduced 19.86%
$1.76T
$3.7 Million 2.02% of portfolio
19,451
Q1 2025 Added 0.43%
$1.12T
$3 Million 1.64% of portfolio
5,209
Q1 2025 Reduced 11.23%
$246B
$2.34 Million 1.27% of portfolio
21,551
Q1 2025 Reduced 27.84%
$400B
$1.63 Million 0.89% of portfolio
3,121
Q1 2025 Reduced 9.75%
$937B
$1.54 Million 0.84% of portfolio
9,827
Q1 2025 Reduced 7.77%
$257B
$1.31 Million 0.71% of portfolio
14,944
Q1 2025 Reduced 0.01%
$451B
$1.08 Million 0.59% of portfolio
9,081
Q1 2025 Added 11.68%
$542B
$811,000 0.44% of portfolio
2,316
Q1 2025 Reduced 40.4%
$691B
$814,000 0.44% of portfolio
3,319
Q1 2025 Reduced 25.16%
$786B
$714,000 0.39% of portfolio
865
Q1 2025 Reduced 43.46%
$307B
$720,000 0.39% of portfolio
3,439
Q1 2025 Added 9.28%
$363B
$686,000 0.37% of portfolio
1,873
Q1 2025 Added 10.24%
$463B
$667,000 0.36% of portfolio
716
Q1 2025 Reduced 21.49%
$207B
$623,000 0.34% of portfolio
3,117
Q1 2025 Added 29.39%
$216B
$529,000 0.29% of portfolio
2,128
Q1 2025 Added 1.38%
$412B
$504,000 0.27% of portfolio
3,045
Q1 2025 Added 14.56%
$269B
$475,000 0.26% of portfolio
2,845
Q1 2025 Added 6.43%
$320B
$451,000 0.25% of portfolio
6,299
Q1 2025 Added 24.83%
$226B
$417,000 0.23% of portfolio
6,762
Q1 2025 Added 13.17%
$321B
$332,000 0.18% of portfolio
1,247
Q1 2025 Reduced 26.26%
$433B
$288,000 0.16% of portfolio
305
Q1 2025 Reduced 30.37%
$905B
$301,000 0.16% of portfolio
1,953
Q1 2025 Reduced 19.66%
$251B
$262,000 0.14% of portfolio
3,651
Q1 2025 Added 16.98%
$398B
$215,000 0.12% of portfolio
1,264
Q1 2025 Reduced 43.72%
$200B
$211,000 0.11% of portfolio
2,356
Q1 2025 Reduced 35.45%
$243B
$200,000 0.11% of portfolio
747
Q1 2025 Reduced 1.97%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $184 Million
  • Prior Value $184 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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