MORRIS FINANCIAL CONCEPTS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 10K | $3.00M |
 | AAPL | 9K | $2.19M |
 | TSLA | 8K | $2.82M |
 | XOM | 7K | $1.19M |
 | TFC | 6K | $298.12K |
 | WMT | 6K | $730.02K |
 | WFC | 6K | $460.15K |
 | KO | 5K | $381.64K |
 | MDLZ | 5K | $285.14K |
 | VZ | 5K | $227.96K |
 | CMC | 4K | $268.94K |
 | NFLX | 4K | $414.98K |
 | MO | 4K | $250.04K |
 | D | 3K | $211.86K |
 | NVDA | 3K | $586.51K |
 | MSFT | 3K | $1.16M |
 | PEP | 3K | $486.06K |
 | SO | 3K | $294.10K |
 | MRK | 3K | $366.40K |
 | IBM | 3K | $699.44K |
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.00M
Apple Inc.
AAPL
Shares Held
9K
Value
$2.19M
Tesla, Inc.
TSLA
Shares Held
8K
Value
$2.82M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$1.19M
Truist Financial Corporation
TFC
Shares Held
6K
Value
$298.12K
Walmart Inc.
WMT
Shares Held
6K
Value
$730.02K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$460.15K
The Coca-Cola Company
KO
Shares Held
5K
Value
$381.64K
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$285.14K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$227.96K
Commercial Metals Company
CMC
Shares Held
4K
Value
$268.94K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$414.98K
Altria Group, Inc.
MO
Shares Held
4K
Value
$250.04K
Dominion Energy, Inc.
D
Shares Held
3K
Value
$211.86K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$586.51K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.16M
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$486.06K
The Southern Company
SO
Shares Held
3K
Value
$294.10K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$366.40K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$699.44K