MORRIS FINANCIAL CONCEPTS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 10K | $3.09M |
 | AAPL | 8K | $1.99M |
 | TSLA | 8K | $3.45M |
 | TFC | 8K | $351.50K |
 | XOM | 6K | $710.42K |
 | WFC | 6K | $484.48K |
 | MDLZ | 6K | $350.44K |
 | MO | 5K | $335.93K |
 | VZ | 5K | $212.67K |
 | KO | 5K | $317.20K |
 | CMC | 5K | $261.14K |
 | WMT | 4K | $450.48K |
 | NVDA | 4K | $681.58K |
 | D | 4K | $219.23K |
 | SO | 3K | $331.32K |
 | MSFT | 3K | $1.62M |
 | MRK | 3K | $255.65K |
 | IBM | 3K | $813.18K |
 | PEP | 3K | $380.45K |
 | PG | 3K | $415.65K |
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.09M
Apple Inc.
AAPL
Shares Held
8K
Value
$1.99M
Tesla, Inc.
TSLA
Shares Held
8K
Value
$3.45M
Truist Financial Corporation
TFC
Shares Held
8K
Value
$351.50K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$710.42K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$484.48K
Mondelez International, Inc.
MDLZ
Shares Held
6K
Value
$350.44K
Altria Group, Inc.
MO
Shares Held
5K
Value
$335.93K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$212.67K
The Coca-Cola Company
KO
Shares Held
5K
Value
$317.20K
Commercial Metals Company
CMC
Shares Held
5K
Value
$261.14K
Walmart Inc.
WMT
Shares Held
4K
Value
$450.48K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$681.58K
Dominion Energy, Inc.
D
Shares Held
4K
Value
$219.23K
The Southern Company
SO
Shares Held
3K
Value
$331.32K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.62M
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$255.65K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$813.18K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$380.45K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$415.65K