Morris Financial Concepts Inc's portfolio and holdings

Morris Financial Concepts Inc's portfolio and holdings

As per corporate shareholdings filed for Mar-2025, people matching Morris Financial Concepts Inc publicly holds 53 stocks with a net worth of over US$ 29.4 M.

These are shares held by Morris Financial Concepts Inc as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Pioneer Natural Resources Co. Morris Financial Concepts Inc 269.62 986 0.00% 0.00 265.8 K
Apple Inc Morris Financial Concepts Inc 201.36 7,746 0.00% 0.00 1.6 M
Abbvie Inc Morris Financial Concepts Inc 182.54 2,657 0.00% 0.00 485.0 K
Abbott Laboratories Morris Financial Concepts Inc 131.50 2,329 0.00% 0.00 306.3 K
Autodesk Inc. Morris Financial Concepts Inc 295.00 977 0.00% 0.00 288.2 K
Amazon.com Inc. Morris Financial Concepts Inc 203.10 1,598 0.00% 0.00 324.6 K
Autonation Inc. Morris Financial Concepts Inc 180.59 1,413 0.00% 0.00 255.2 K
Broadcom Inc Morris Financial Concepts Inc 230.53 1,419 0.00% 0.00 327.1 K
BJ`s Wholesale Club Holdings Inc Morris Financial Concepts Inc 115.97 2,295 0.00% 0.00 266.2 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Morris Financial Concepts Inc 503.57 1,233 0.00% 0.00 620.9 K
Cigna Group (The) Morris Financial Concepts Inc 312.68 652 0.00% NEW 203.9 K
Cummins Inc. Morris Financial Concepts Inc 321.79 927 0.00% 0.00 298.3 K
Costco Wholesale Corp Morris Financial Concepts Inc 1018.13 520 0.00% 0.00 529.4 K
DoorDash Inc - Ordinary Shares - Class A Morris Financial Concepts Inc 200.87 1,214 0.00% 0.00 243.9 K
Deere & Co. Morris Financial Concepts Inc 515.65 723 0.00% 0.00 372.8 K
Walt Disney Co (The) Morris Financial Concepts Inc 111.13 2,866 0.00% 0.00 318.5 K
General Electric Co. Morris Financial Concepts Inc 230.27 1,734 0.00% 0.00 399.3 K
Alphabet Inc - Ordinary Shares - Class C Morris Financial Concepts Inc 171.98 565 0.00% NEW 97.2 K
Alphabet Inc - Ordinary Shares - Class A Morris Financial Concepts Inc 170.87 2,804 0.00% 0.00 479.1 K
Goldman Sachs Group, Inc. Morris Financial Concepts Inc 598.23 545 0.00% 0.00 326.0 K
Home Depot, Inc. Morris Financial Concepts Inc 366.13 1,741 0.00% 0.00 637.4 K
International Business Machines Corp. Morris Financial Concepts Inc 258.37 2,885 0.00% 0.00 745.4 K
Intuitive Surgical Inc Morris Financial Concepts Inc 542.67 474 0.00% 0.00 257.2 K
Johnson & Johnson Morris Financial Concepts Inc 152.61 3,153 0.00% 0.00 481.2 K
JPMorgan Chase & Co. Morris Financial Concepts Inc 260.67 9,981 0.00% 0.00 2.6 M
Coca-Cola Co Morris Financial Concepts Inc 71.14 8,393 0.00% 0.00 597.1 K
Lilly(Eli) & Co Morris Financial Concepts Inc 715.20 2,195 0.00% 0.00 1.6 M
Mastercard Incorporated - Ordinary Shares - Class A Morris Financial Concepts Inc 570.14 1,339 0.00% 0.00 763.4 K
McDonald`s Corp Morris Financial Concepts Inc 314.31 3,649 0.00% 0.00 1.1 M
Moody`s Corp. Morris Financial Concepts Inc 471.76 605 0.00% 0.00 285.4 K
Mondelez International Inc. - Ordinary Shares - Class A Morris Financial Concepts Inc 65.49 5,918 0.00% 0.00 387.6 K
Meta Platforms Inc - Ordinary Shares - Class A Morris Financial Concepts Inc 636.57 1,085 0.00% 0.00 690.7 K
Altria Group Inc. Morris Financial Concepts Inc 59.30 3,490 0.00% NEW 207.0 K
Merck & Co Inc Morris Financial Concepts Inc 77.84 4,214 0.00% 0.00 328.0 K
Microsoft Corporation Morris Financial Concepts Inc 454.86 3,188 0.00% 0.00 1.5 M
Netflix Inc. Morris Financial Concepts Inc 1187.97 494 0.00% 0.00 586.9 K
NVIDIA Corp Morris Financial Concepts Inc 132.83 3,740 0.00% 0.00 496.8 K
PepsiCo Inc Morris Financial Concepts Inc 130.12 4,857 0.00% 0.00 632.0 K
Procter & Gamble Co. Morris Financial Concepts Inc 165.03 2,734 0.00% 0.00 451.2 K
Philip Morris International Inc Morris Financial Concepts Inc 175.23 1,536 0.00% NEW 269.2 K
Raytheon Technologies Corporation Morris Financial Concepts Inc 134.07 2,080 0.00% 0.00 278.9 K
Southern Company Morris Financial Concepts Inc 88.84 3,304 0.00% 0.00 293.5 K
Sonoco Products Co. Morris Financial Concepts Inc 45.11 8,605 0.01% 0.00 388.2 K
Truist Financial Corporation Morris Financial Concepts Inc 39.49 7,688 0.00% 0.00 303.6 K
Tesla Inc Morris Financial Concepts Inc 341.04 7,960 0.00% 0.00 2.7 M
Taiwan Semiconductor Manufacturing - ADR Morris Financial Concepts Inc 196.19 1,572 0.00% 0.00 308.4 K
Texas Instruments Inc. Morris Financial Concepts Inc 180.21 1,271 0.00% 0.00 229.0 K
Vertex Pharmaceuticals, Inc. Morris Financial Concepts Inc 434.03 514 0.00% 0.00 223.1 K
Verizon Communications Inc Morris Financial Concepts Inc 43.13 4,739 0.00% NEW 204.4 K
Wells Fargo & Co. Morris Financial Concepts Inc 73.39 6,145 0.00% 0.00 451.0 K
Walmart Inc Morris Financial Concepts Inc 95.93 4,114 0.00% 0.00 394.7 K
Exxon Mobil Corp. Morris Financial Concepts Inc 102.97 8,737 0.00% 0.00 899.6 K
Yum Brands Inc. Morris Financial Concepts Inc 145.50 1,418 0.00% NEW 206.3 K
Salesforce Inc 283.42 - Investor holds below 1%
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