Morris Retirement Advisors, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $234 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Europe ETF Ftse with a value of $15.4M, Invesco Exchange Traded Fd Tr with a value of $14M, Ishares Core S&P 500 ETF with a value of $13.5M, Direxion Nasdaq 100 Equal Weig with a value of $12.5M, and First Tr ETF Fd Iv First Tr Lo with a value of $11.6M.
Examining the 13F form we can see an increase of $9.66M in the current position value, from $224M to 234M.
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.
