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  Name: Morris Retirement Advisors LLC
  City: Parsippany
  State: NJ
  Zip: 07054
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $167,448,000
  Total Value Change : $15,724,000
  Securities Held Change : -1
   
All Securities Held : 106
  New Positions : 12
  Closed Positions : 16
  Increased Positions : 52
  Unchanged Positions : 7
  Decreased Positions : 35

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Holdings Found : 7     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc 36 - $281.67 $610,000 1,950 0.36% 106,000 0 0.003    Aerospace/Defense Pro...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 68 - $124.47 $306,000 2,483 0.18% 15,000 0 0.002    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 72 - $546.18 $275,000 494 0.16% 24,000 0 0.001    Closed - End Fund - E...
   (SPYX)1 Year Chart         SPYX Spdr S 84 - $43.20 $233,000 5,449 0.14% 22,000 0 0.027    N/A
   (MTB)1 Year Chart         MTB M&T Bank Corp 88 - $151.60 $228,000 1,570 0.14% 13,000 0 0.001    Domestic Regional Banks
   (BGC)1 Year Chart         BGC Bgc Group Ord Shs Class A 104 - $4.43 $79,000 10,119 0.05% 6,000 0 0.003    Investment Brokerage ...
   (IGD)1 Year Chart         IGD ING Global Equity Dividend ... 105 - $5.15 $77,000 14,458 0.05% 5,000 0 0.015    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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