MRA Advisory Group

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Parsippany, NJ
CIK
0001841816
Alternate names
Morris Retirement Advisors, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 107 151,728 IVV, DJD, JPIE, JEPI 13F-HR 2/12/2024 000184181624000002
Q3 2023 118 140,120 JEPI, IGSB, PWV, SHYG 13F-HR 11/8/2023 000184181623000004
Q2 2023 136 145,343 JEPI, IGSB, IUSB, LMBS 13F-HR 7/17/2023 000184181623000003
Q1 2023 134 138,636 FLOT, PWV, KBWB, DJD 13F-HR 4/13/2023 000184181623000002
Q4 2022 105 127,173 PWV, FLOT, KBWB, DJD 13F-HR 2/2/2023 000184181623000001
Q3 2022 102 117,443 PWV, DJD, KBWB, FLOT 13F-HR 10/14/2022 000184181622000004
Q2 2022 104 114,358 PWV, RHS, KBWB, FLOT 13F-HR 8/8/2022 000184181622000003
Q1 2022 113 131,769 PWV, RHS, XLE, KBWB 13F-HR 5/10/2022 000184181622000002
Q4 2021 119 129,269 PWV, KBWB, FLOT, XLE 13F-HR 2/2/2022 000184181622000001
Q3 2021 124 117,736 XLE, PWV, LMBS, QUAL 13F-HR 10/28/2021 000184181621000005
Q2 2021 123 116,594 LMBS, XLE, PWV, GTO 13F-HR 7/29/2021 000184181621000004
Q1 2021 106 106,179 XLE, GTO, LQD, GLD 13F-HR 5/4/2021 000184181621000003
Q4 2020 103 101,702 LQD, GTO, LMBS, IGSB 13F-HR 2/1/2021 000184181621000001