0001841816-21-000001.txt : 20210201 0001841816-21-000001.hdr.sgml : 20210201 20210201105957 ACCESSION NUMBER: 0001841816-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210201 DATE AS OF CHANGE: 20210201 EFFECTIVENESS DATE: 20210201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morris Retirement Advisors, LLC CENTRAL INDEX KEY: 0001841816 IRS NUMBER: 821528574 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20502 FILM NUMBER: 21575350 BUSINESS ADDRESS: STREET 1: 3799 US HIGHWAY 46, SUITE 100 CITY: PARSIPPANY STATE: NJ ZIP: 07054 BUSINESS PHONE: 844-672-7623 MAIL ADDRESS: STREET 1: 3799 US HIGHWAY 46, SUITE 100 CITY: PARSIPPANY STATE: NJ ZIP: 07054 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001841816 XXXXXXXX 12-31-2020 12-31-2020 false Morris Retirement Advisors, LLC

3799 Us Highway 46, Suite 100 Parsippany NJ 07054

13F HOLDINGS REPORT 028-20502 N Marco Lima 844-672-7623 /s/ Marco Lima Parsippany NJ 02-01-2021 0 103 101702 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 481 4391 SH SOLE 0 0 4391 ABBVIE INC COM 00287Y109 648 6051 SH SOLE 0 0 6051 ALLIANZGI CONV & INCOME FD I COM 018825109 126 24819 SH SOLE 0 0 24819 ALPHABET INC CAP STK CL A 02079K305 293 167 SH SOLE 0 0 167 ALPHABET INC CAP STK CL C 02079K107 596 340 SH SOLE 0 0 340 ALPS ETF TR CLEAN ENERGY 00162Q460 2162 26976 SH SOLE 0 0 26976 AMAZON COM INC COM 023135106 1511 464 SH SOLE 0 0 464 AMCOR PLC ORD G0250X107 121 10300 SH SOLE 0 0 10300 APPLE INC COM 037833100 2961 22313 SH SOLE 0 0 22313 AT&T INC COM 00206R102 230 7992 SH SOLE 0 0 7992 AXON ENTERPRISE INC COM 05464C101 245 2000 SH SOLE 0 0 2000 BECTON DICKINSON & CO COM 075887109 214 857 SH SOLE 0 0 857 BLACKROCK CORPOR HI YLD FD I COM 09255P107 199 17446 SH SOLE 0 0 17446 BOEING CO COM 097023105 681 3182 SH SOLE 0 0 3182 BRISTOL-MYERS SQUIBB CO COM 110122108 438 7067 SH SOLE 0 0 7067 CATERPILLAR INC COM 149123101 204 1122 SH SOLE 0 0 1122 CHARTER COMMUNICATIONS INC N CL A 16119P108 371 561 SH SOLE 0 0 561 CISCO SYS INC COM 17275R102 250 5581 SH SOLE 0 0 5581 COMCAST CORP NEW CL A 20030N101 696 13284 SH SOLE 0 0 13284 COSTCO WHSL CORP NEW COM 22160K105 274 728 SH SOLE 0 0 728 DISNEY WALT CO COM 254687106 948 5234 SH SOLE 0 0 5234 EATON VANCE TAX ADVT DIV INC COM 27828G107 1525 64463 SH SOLE 0 0 64463 EQUINIX INC COM 29444U700 298 417 SH SOLE 0 0 417 FACEBOOK INC CL A 30303M102 248 909 SH SOLE 0 0 909 FEDEX CORP COM 31428X106 385 1485 SH SOLE 0 0 1485 FIRST TR EXCH TRADED FD III HORIZON DMST ETF 33739P889 3098 107251 SH SOLE 0 0 107251 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 33734X853 637 9264 SH SOLE 0 0 9264 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2563 21661 SH SOLE 0 0 21661 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 498 12459 SH SOLE 0 0 12459 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4020 78100 SH SOLE 0 0 78100 FIRST TR EXCHANGE-TRADED FD DORSEYWRIGHT MOM 33738R696 2328 93805 SH SOLE 0 0 93805 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 514 9387 SH SOLE 0 0 9387 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1631 16173 SH SOLE 0 0 16173 FIRST TR NASDAQ 100 TECH IND SHS 337345102 2144 15528 SH SOLE 0 0 15528 FLAHERTY & CRUMRINE TOTAL RE COM 338479108 207 8762 SH SOLE 0 0 8762 GABELLI DIVID & INCOME TR COM 36242H104 245 11430 SH SOLE 0 0 11430 GLOBAL X FDS CLOUD COMPUTNG 37954Y442 2610 93550 SH SOLE 0 0 93550 HANCOCK JOHN TAX-ADVANTAGED COM 41013V100 579 27500 SH SOLE 0 0 27500 HOME DEPOT INC COM 437076102 674 2538 SH SOLE 0 0 2538 INTERNATIONAL PAPER CO COM 460146103 414 8323 SH SOLE 0 0 8323 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 3110 61495 SH SOLE 0 0 61495 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 4503 78074 SH SOLE 0 0 78074 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 2685 17742 SH SOLE 0 0 17742 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 2568 9001 SH SOLE 0 0 9001 ISHARES TR MSCI USA MMENTM 46432F396 2273 14095 SH SOLE 0 0 14095 ISHARES TR CORE S&P US GWT 464287671 2838 32000 SH SOLE 0 0 32000 ISHARES TR S&P 500 GRWT ETF 464287309 285 4465 SH SOLE 0 0 4465 ISHARES TR CORE S&P SCP ETF 464287804 241 2625 SH SOLE 0 0 2625 ISHARES TR NATIONAL MUN ETF 464288414 302 2575 SH SOLE 0 0 2575 ISHARES TR CORE 1 5 YR USD 46432F859 2804 54306 SH SOLE 0 0 54306 ISHARES TR CORE S&P500 ETF 464287200 473 1259 SH SOLE 0 0 1259 ISHARES TR RUS 2000 GRW ETF 464287648 245 853 SH SOLE 0 0 853 ISHARES TR US HLTHCARE ETF 464287762 473 1924 SH SOLE 0 0 1924 ISHARES TR ISHS 1-5YR INVS 464288646 3605 65336 SH SOLE 0 0 65336 ISHARES TR SELECT DIVID ETF 464287168 276 2871 SH SOLE 0 0 2871 ISHARES TR IBOXX INV CP ETF 464287242 5091 36855 SH SOLE 0 0 36855 ISHARES TR CORE S&P TTL STK 464287150 1700 19717 SH SOLE 0 0 19717 ISHARES TR MSCI USA QLT FCT 46432F339 2904 24991 SH SOLE 0 0 24991 ISHARES TR MSCI USA MIN VOL 46429B697 3484 51327 SH SOLE 0 0 51327 ISHARES TR 0-5YR HI YL CP 46434V407 312 6865 SH SOLE 0 0 6865 ISHARES TR CORE S&P MCP ETF 464287507 308 1340 SH SOLE 0 0 1340 JOHNSON & JOHNSON COM 478160104 756 4801 SH SOLE 0 0 4801 JPMORGAN CHASE & CO COM 46625H100 402 3161 SH SOLE 0 0 3161 LOWES COS INC COM 548661107 372 2319 SH SOLE 0 0 2319 MASTERCARD INCORPORATED CL A 57636Q104 240 671 SH SOLE 0 0 671 MCCORMICK & CO INC COM NON VTG 579780206 323 3381 SH SOLE 0 0 3381 MERCK & CO. INC COM 58933Y105 267 3259 SH SOLE 0 0 3259 MICROSOFT CORP COM 594918104 1966 8837 SH SOLE 0 0 8837 MONDELEZ INTL INC CL A 609207105 520 8888 SH SOLE 0 0 8888 NVIDIA CORPORATION COM 67066G104 263 504 SH SOLE 0 0 504 PEPSICO INC COM 713448108 442 2981 SH SOLE 0 0 2981 PFIZER INC COM 717081103 612 16613 SH SOLE 0 0 16613 PIMCO DYNAMIC INCOME FD SHS 72201Y101 477 18040 SH SOLE 0 0 18040 PIMCO INCOME OPPORTUNITY FD COM 72202B100 287 11352 SH SOLE 0 0 11352 PIONEER HIGH INCOME TR COM 72369H106 162 18214 SH SOLE 0 0 18214 PROCTER AND GAMBLE CO COM 742718109 566 4068 SH SOLE 0 0 4068 PROSHARES TR ONLINE RTL ETF 74347B169 1363 17976 SH SOLE 0 0 17976 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 755 12955 SH SOLE 0 0 12955 QUALCOMM INC COM 747525103 502 3296 SH SOLE 0 0 3296 RAYTHEON TECHNOLOGIES CORP COM 75513E101 474 6627 SH SOLE 0 0 6627 REGENERON PHARMACEUTICALS COM 75886F107 333 689 SH SOLE 0 0 689 SALESFORCE COM INC COM 79466L302 251 1130 SH SOLE 0 0 1130 SANOFI SPONSORED ADR 80105N105 334 6864 SH SOLE 0 0 6864 SAP SE SPON ADR 803054204 305 2336 SH SOLE 0 0 2336 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 334 2570 SH SOLE 0 0 2570 SHERWIN WILLIAMS CO COM 824348106 226 307 SH SOLE 0 0 307 SPDR GOLD TR GOLD SHS 78463V107 367 2059 SH SOLE 0 0 2059 SPDR S&P 500 ETF TR TR UNIT 78462F103 553 1480 SH SOLE 0 0 1480 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 286 680 SH SOLE 0 0 680 SQUARE INC CL A 852234103 312 1435 SH SOLE 0 0 1435 TECHTARGET INC COM 87874R100 313 5300 SH SOLE 0 0 5300 TJX COS INC NEW COM 872540109 239 3496 SH SOLE 0 0 3496 UNITED PARCEL SERVICE INC CL B 911312106 974 5781 SH SOLE 0 0 5781 UNITEDHEALTH GROUP INC COM 91324P102 1189 3391 SH SOLE 0 0 3391 VANECK VECTORS ETF TR VIDEO GAMING 92189F114 2571 36726 SH SOLE 0 0 36726 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 257 1824 SH SOLE 0 0 1824 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 331 3619 SH SOLE 0 0 3619 VEEVA SYS INC CL A COM 922475108 426 1564 SH SOLE 0 0 1564 VERIZON COMMUNICATIONS INC COM 92343V104 826 14053 SH SOLE 0 0 14053 VIATRIS INC COM 92556V106 215 11466 SH SOLE 0 0 11466 VISA INC COM CL A 92826C839 733 3351 SH SOLE 0 0 3351 VOYA GLBL EQTY DIV & PREM OP COM 92912T100 78 14900 SH SOLE 0 0 14900 WALMART INC COM 931142103 753 5226 SH SOLE 0 0 5226