Morris Retirement Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $184 Million distributed in 123 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 $27.5M, Inv Act Mgd Ex Trd Fd Tr with a value of $11.8M, Invesco Exchange Traded Fd Tr with a value of $11.4M, First Tr ETF Fd Iv First Tr Lo with a value of $9.79M, and Spdr Bloomberg 1 3 Month T Bil with a value of $9.29M.
Examining the 13F form we can see an increase of $4.3M in the current position value, from $180M 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: $118 Million
Technology: $21.3 Million
Financial Services: $10.6 Million
Communication Services: $8.27 Million
Industrials: $6.77 Million
Consumer Cyclical: $6.73 Million
Healthcare: $6.08 Million
Consumer Defensive: $3.35 Million
Other: $2.92 Million
Stock Holdings Table Market Cap. of $200 Billions or more
