Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: MORRIS FINANCIAL CONCEPTS INC.
  City: MOUNT PLEASANT
  State: SC
  Zip: 29464
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $195,457,000
  Total Value Change : $20,356,000
  Securities Held Change : 6
   
All Securities Held : 167
  New Positions : 12
  Closed Positions : 7
  Increased Positions : 55
  Unchanged Positions : 41
  Decreased Positions : 59

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 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
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 73 New $53.89 $325,000 6,289 0.17% 325,000 6,289 0    N/A
   (CI)1 Year Chart         CI Cigna Corporation 91 New $334.80 $237,000 652 0.12% 237,000 652 0    Health Care Plans
   (NFLX)1 Year Chart         NFLX Netflix Inc 95 New $685.67 $214,000 353 0.11% 214,000 353 0    Music & Video Stores
   (VZ)1 Year Chart         VZ Verizon Communications Inc 96 New $40.08 $204,000 4,858 0.1% 204,000 4,858 0    Telecom Services - Do...
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF 105 New $33.68 $137,000 4,262 0.07% 137,000 4,262 0.003    N/A
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... 142 New $104.97 $7,000 62 0% 7,000 62 0    Closed - End Fund - E...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 154 New $0.00 $3,000 57 0% 3,000 57 0    N/A
   (IXJ)1 Year Chart         IXJ iShares Trust S&P Glbl Hltcr 158 New $92.55 $2,000 25 0% 2,000 25 0    Closed - End Fund - E...
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... 156 New $0.00 $2,000 60 0% 2,000 60 0    N/A
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 163 New $0.00 $1,000 8 0% 1,000 8 0    Closed - End Fund - E...
   (EXI)1 Year Chart         EXI iShares S&P Global Industri... 161 New $136.03 $1,000 4 0% 1,000 4 0    Closed - End Fund - E...
   (KXI)1 Year Chart         KXI iShares S&P Global Consumer... 160 New $61.23 $1,000 14 0% 1,000 14 0    Closed - End Fund - E...

      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results