Holdings
Morris Financial Concepts, Inc.
As of Jun 30, 2026, Morris Financial Concepts, Inc. reported 53 positions worth US$34.9M. Largest: Jp Morgan Chase & Co., Tesla, Inc. and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | 10,088 | US$3.3M | −104 | Jun 30, 2026 |
| Tesla, Inc. | 7,588 | US$3.19M | no change | Jun 30, 2026 |
| Eli Lilly And Company | 2,176 | US$2.61M | +541 | Jun 30, 2026 |
| Apple Inc | 8,827 | US$2.55M | +186 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,629 | US$1.3M | +20 | Jun 30, 2026 |
| Microsoft Corp. | 3,190 | US$1.19M | +51 | Jun 30, 2026 |
| Exxon Mobil Corporation | 7,023 | US$960K | no change | Jun 30, 2026 |
| International Business Machines Corporation | 2,886 | US$811K | no change | Jun 30, 2026 |
| Mastercard Incorporated | 1,336 | US$686K | no change | Jun 30, 2026 |
| Nvidia Corporation | 3,383 | US$677K | +20 | Jun 30, 2026 |