MORRIS FINANCIAL CONCEPTS, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 10K | $3.15M |
 | AAPL | 8K | $2.14M |
 | TSLA | 8K | $3.41M |
 | TFC | 7K | $347.42K |
 | XOM | 6K | $781.85K |
 | WFC | 6K | $538.70K |
 | MDLZ | 5K | $293.95K |
 | MO | 5K | $298.98K |
 | KO | 5K | $358.57K |
 | NFLX | 5K | $447.14K |
 | CMC | 5K | $315.85K |
 | WMT | 4K | $485.86K |
 | NVDA | 4K | $676.25K |
 | D | 3K | $203.37K |
 | SO | 3K | $300.23K |
 | MSFT | 3K | $1.52M |
 | MRK | 3K | $320.62K |
 | IBM | 3K | $853.67K |
 | PEP | 3K | $388.80K |
 | PG | 3K | $386.82K |
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.15M
Apple Inc.
AAPL
Shares Held
8K
Value
$2.14M
Tesla, Inc.
TSLA
Shares Held
8K
Value
$3.41M
Truist Financial Corporation
TFC
Shares Held
7K
Value
$347.42K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$781.85K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$538.70K
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$293.95K
Altria Group, Inc.
MO
Shares Held
5K
Value
$298.98K
The Coca-Cola Company
KO
Shares Held
5K
Value
$358.57K
Netflix, Inc.
NFLX
Shares Held
5K
Value
$447.14K
Commercial Metals Company
CMC
Shares Held
5K
Value
$315.85K
Walmart Inc.
WMT
Shares Held
4K
Value
$485.86K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$676.25K
Dominion Energy, Inc.
D
Shares Held
3K
Value
$203.37K
The Southern Company
SO
Shares Held
3K
Value
$300.23K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.52M
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$320.62K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$853.67K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$388.80K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$386.82K