| |
|
|
| Name: |
Morris Retirement Advisors LLC |
| City: |
Parsippany |
| State: |
NJ |
| Zip: |
07054 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TLT |
iShares Tr Lehman 20+yr Tres |
5 |
New |
$93.88 |
$9,573,000 |
101,173 |
5.72% |
9,573,000 |
101,173 |
0.009 |
Closed - End Fund - E... |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
8 |
New |
$0.00 |
$6,881,000 |
74,961 |
4.11% |
6,881,000 |
74,961 |
0.008 |
Closed - End Fund - E... |
|
|
ASML |
ASML Holding N.V. (ADR) |
40 |
New |
$0.00 |
$553,000 |
570 |
0.33% |
553,000 |
570 |
0 |
Semiconductor Equipme... |
|
|
AMD |
Advanced Micro Devices Inc |
50 |
New |
$159.90 |
$472,000 |
2,614 |
0.28% |
472,000 |
2,614 |
0 |
Semiconductor- Broad... |
|
|
TMO |
Thermo Fisher Scientific |
76 |
New |
$572.63 |
$271,000 |
467 |
0.16% |
271,000 |
467 |
0 |
Medical Laboratories ... |
|
|
SNPS |
Synopsys Inc |
77 |
New |
$586.54 |
$267,000 |
467 |
0.16% |
267,000 |
467 |
0 |
Technical & System So... |
|
|
BKNG |
Booking Holdings Inc |
79 |
New |
$3,856.14 |
$259,000 |
71 |
0.15% |
259,000 |
71 |
0 |
Internet Software & S... |
|
|
GE |
General Electric Co |
85 |
New |
$155.69 |
$232,000 |
1,324 |
0.14% |
232,000 |
1,324 |
0.001 |
Conglomerates |
|
|
MS |
Morgan Stanley |
91 |
New |
$95.21 |
$213,000 |
2,261 |
0.13% |
213,000 |
2,261 |
0 |
Investment Brokerage ... |
|
|
VTI |
Vanguard Total Stock Market... |
94 |
New |
$266.89 |
$203,000 |
781 |
0.12% |
203,000 |
781 |
0 |
Closed - End Fund - E... |
|
|
BTZ |
Blackrock Preferred & Equit... |
99 |
New |
$10.82 |
$122,000 |
11,444 |
0.07% |
122,000 |
11,444 |
0 |
Asset Management |
|
|
CHW |
Calamos Global Dynamic Inco... |
100 |
New |
$6.94 |
$107,000 |
16,435 |
0.06% |
107,000 |
16,435 |
0.028 |
Closed - End Fund - Debt |
|
