Morris Retirement Advisors, LLC - Q32026 Holdings

Morris Retirement Advisors, LLC holds 151 stocks with a total portfolio value of $ 267.24M as of Q32026. In Q32026, Morris Retirement Advisors, LLC added 20 new positions, increased stakes in 69 stocks, reduced 48 holdings, and fully exited 26 positions. The largest holding is Pimco Etf Tr (BOND), representing 6.37% of the total portfolio.