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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 : 16     View All Holdings Currently Viewing:  Closed 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
   (BX)1 Year Chart         BX Blackstone Group LP 111 Closed $120.62 $0 0 0% -201,000 -1,533 0    Asset Management
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 117 Closed $110.30 $0 0 0% -8,377,000 -76,061 0    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 110 Closed $81.47 $0 0 0% -395,000 -4,816 0    Closed - End Fund - E...
   (ABT)1 Year Chart         ABT Abbott Laboratories 116 Closed $104.87 $0 0 0% -206,000 -1,875 0    Drug Manufacturers - ...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 122 Closed $316.78 $0 0 0% -239,000 -811 0    Networking & Communic...
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 109 Closed $0.00 $0 0 0% -792,000 -17,197 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 115 Closed $250.06 $0 0 0% -244,000 -1,048 0    Business Software & S...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 121 Closed $264.88 $0 0 0% -240,000 -1,060 0    Property & Casualty I...
   (FMHI)1 Year Chart         FMHI First Trust Municipal High ... 108 Closed $0.00 $0 0 0% -813,000 -17,055 0    N/A
   (TTGT)1 Year Chart         TTGT Techtarget Inc 114 Closed $29.25 $0 0 0% -209,000 -6,000 0    Business Services
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 120 Closed $51.15 $0 0 0% -6,296,000 -122,780 0    Closed - End Fund - E...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 107 Closed $66.05 $0 0 0% -210,000 -3,411 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 113 Closed $80.00 $0 0 0% -240,000 -3,158 0    N/A
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 119 Closed $967.98 $0 0 0% -252,000 -287 0    Biotechnology
   (BA)1 Year Chart         BA Boeing Co 112 Closed $182.96 $0 0 0% -401,000 -1,537 0    Aerospace/Defense - M...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 118 Closed $50.26 $0 0 0% -871,000 -17,060 0    N/A
      16 Records Found
  1    
Page 1 of 1
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