0001841816-21-000003.txt : 20210504 0001841816-21-000003.hdr.sgml : 20210504 20210504135410 ACCESSION NUMBER: 0001841816-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210504 DATE AS OF CHANGE: 20210504 EFFECTIVENESS DATE: 20210504 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: 21887548 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 03-31-2021 03-31-2021 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 05-04-2021 0 106 106179 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 584 4871 SH SOLE 0 0 4871 ABBVIE INC COM 00287Y109 674 6226 SH SOLE 0 0 6226 ALASKA AIR GROUP INC COM 011659109 455 6575 SH SOLE 0 0 6575 ALPHABET INC CAP STK CL A 02079K305 342 166 SH SOLE 0 0 166 ALPHABET INC CAP STK CL C 02079K107 743 359 SH SOLE 0 0 359 ALPS ETF TR CLEAN ENERGY 00162Q460 2534 32474 SH SOLE 0 0 32474 AMAZON COM INC COM 023135106 1491 482 SH SOLE 0 0 482 AMCOR PLC ORD G0250X107 120 10300 SH SOLE 0 0 10300 APPLE INC COM 037833100 2677 21913 SH SOLE 0 0 21913 AT&T INC COM 00206R102 242 7990 SH SOLE 0 0 7990 AXON ENTERPRISE INC COM 05464C101 292 2050 SH SOLE 0 0 2050 BLACKROCK CORPOR HI YLD FD I COM 09255P107 208 17713 SH SOLE 0 0 17713 BOEING CO COM 097023105 812 3188 SH SOLE 0 0 3188 BRISTOL-MYERS SQUIBB CO COM 110122108 503 7965 SH SOLE 0 0 7965 CATERPILLAR INC COM 149123101 260 1122 SH SOLE 0 0 1122 CHARTER COMMUNICATIONS INC N CL A 16119P108 412 668 SH SOLE 0 0 668 CISCO SYS INC COM 17275R102 289 5581 SH SOLE 0 0 5581 COMCAST CORP NEW CL A 20030N101 762 14077 SH SOLE 0 0 14077 COSTCO WHSL CORP NEW COM 22160K105 398 1129 SH SOLE 0 0 1129 CVS HEALTH CORP COM 126650100 387 5142 SH SOLE 0 0 5142 DISNEY WALT CO COM 254687106 927 5025 SH SOLE 0 0 5025 EATON VANCE TAX ADVT DIV INC COM 27828G107 1683 64084 SH SOLE 0 0 64084 EQUINIX INC COM 29444U700 286 421 SH SOLE 0 0 421 ETF SER SOLUTIONS US GLB JETS 26922A842 3424 127252 SH SOLE 0 0 127252 EXXON MOBIL CORP COM 30231G102 240 4291 SH SOLE 0 0 4291 FACEBOOK INC CL A 30303M102 265 901 SH SOLE 0 0 901 FEDEX CORP COM 31428X106 519 1826 SH SOLE 0 0 1826 FIFTH THIRD BANCORP COM 316773100 403 10757 SH SOLE 0 0 10757 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2569 21564 SH SOLE 0 0 21564 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1349 26412 SH SOLE 0 0 26412 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 249 4710 SH SOLE 0 0 4710 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1695 16418 SH SOLE 0 0 16418 FIRST TR NASDAQ 100 TECH IND SHS 337345102 2404 16671 SH SOLE 0 0 16671 FLAHERTY & CRUMRINE TOTAL RE COM 338479108 211 8669 SH SOLE 0 0 8669 GABELLI DIVID & INCOME TR COM 36242H104 277 11541 SH SOLE 0 0 11541 GLOBAL X FDS CLOUD COMPUTNG 37954Y442 2668 103665 SH SOLE 0 0 103665 HANCOCK JOHN TAX-ADVANTAGED COM 41013V100 655 27901 SH SOLE 0 0 27901 HOME DEPOT INC COM 437076102 853 2795 SH SOLE 0 0 2795 INTERNATIONAL PAPER CO COM 460146103 464 8582 SH SOLE 0 0 8582 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 3451 68366 SH SOLE 0 0 68366 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 4398 78501 SH SOLE 0 0 78501 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 3027 10208 SH SOLE 0 0 10208 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 3173 20099 SH SOLE 0 0 20099 ISHARES TR CORE S&P MCP ETF 464287507 308 1183 SH SOLE 0 0 1183 ISHARES TR CORE S&P SCP ETF 464287804 256 2362 SH SOLE 0 0 2362 ISHARES TR CORE S&P500 ETF 464287200 378 950 SH SOLE 0 0 950 ISHARES TR S&P 500 GRWT ETF 464287309 291 4470 SH SOLE 0 0 4470 ISHARES TR RUSSELL 2000 ETF 464287655 247 1120 SH SOLE 0 0 1120 ISHARES TR CORE S&P US GWT 464287671 3067 33782 SH SOLE 0 0 33782 ISHARES TR RUS 2000 GRW ETF 464287648 257 853 SH SOLE 0 0 853 ISHARES TR US HLTHCARE ETF 464287762 482 1911 SH SOLE 0 0 1911 ISHARES TR IBOXX INV CP ETF 464287242 4066 31269 SH SOLE 0 0 31269 ISHARES TR SELECT DIVID ETF 464287168 328 2871 SH SOLE 0 0 2871 ISHARES TR CORE S&P TTL STK 464287150 1820 19868 SH SOLE 0 0 19868 ISHARES TR ISHS 1-5YR INVS 464288646 3339 61061 SH SOLE 0 0 61061 ISHARES TR NATIONAL MUN ETF 464288414 299 2575 SH SOLE 0 0 2575 ISHARES TR MSCI USA MIN VOL 46429B697 389 5629 SH SOLE 0 0 5629 ISHARES TR CORE 1 5 YR USD 46432F859 2634 51354 SH SOLE 0 0 51354 ISHARES TR MSCI USA MMENTM 46432F396 2828 17578 SH SOLE 0 0 17578 ISHARES TR MSCI USA QLT FCT 46432F339 3592 29492 SH SOLE 0 0 29492 ISHARES TR 0-5YR HI YL CP 46434V407 345 7534 SH SOLE 0 0 7534 JOHNSON & JOHNSON COM 478160104 829 5045 SH SOLE 0 0 5045 JPMORGAN CHASE & CO COM 46625H100 476 3127 SH SOLE 0 0 3127 MASTERCARD INCORPORATED CL A 57636Q104 243 682 SH SOLE 0 0 682 MCCORMICK & CO INC COM NON VTG 579780206 416 4671 SH SOLE 0 0 4671 MERCK & CO. 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