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Form 13F-HR Morris Retirement Adviso For: Jun 30

August 8, 2022 2:27 PM EDT

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Morris Retirement Advisors, LLC
Address: 3799 Us Highway 46, Suite 100
Parsippany , NJ07054
Form 13F File Number: 028-20502

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Marco Lima
Title: CCO
Phone: 844-672-7623
Signature, Place, and Date of Signing:
/s/ Marco Lima Parsippany , NJ 08-08-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 104
Form 13F Information Table Value Total: 114,358
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 583 5,370 SH SOLE 0 0 5,370
ABBVIE INC COM 00287Y109 421 2,746 SH SOLE 0 0 2,746
ADVANCE AUTO PARTS INC COM 00751Y106 425 2,455 SH SOLE 0 0 2,455
ALPHABET INC CAP STK CL C 02079K107 306 140 SH SOLE 0 0 140
ALPHABET INC CAP STK CL A 02079K305 353 162 SH SOLE 0 0 162
AMAZON COM INC COM 023135106 777 7,320 SH SOLE 0 0 7,320
APPLE INC COM 037833100 2,781 20,343 SH SOLE 0 0 20,343
AT&T INC COM 00206R102 211 10,058 SH SOLE 0 0 10,058
BGC PARTNERS INC CL A 05541T101 34 10,119 SH SOLE 0 0 10,119
BLACKROCK CORPOR HI YLD FD I COM 09255P107 187 19,654 SH SOLE 0 0 19,654
BLACKROCK INC COM 09247X101 359 589 SH SOLE 0 0 589
BOEING CO COM 097023105 543 3,971 SH SOLE 0 0 3,971
BROADCOM INC COM 11135F101 205 421 SH SOLE 0 0 421
CATERPILLAR INC COM 149123101 596 3,335 SH SOLE 0 0 3,335
CENNTRO ELECTRIC GROUP LIMIT ORD SHS Q6519V120 21 13,794 SH SOLE 0 0 13,794
CHEVRON CORP NEW COM 166764100 727 5,024 SH SOLE 0 0 5,024
COMCAST CORP NEW CL A 20030N101 630 16,062 SH SOLE 0 0 16,062
COSTCO WHSL CORP NEW COM 22160K105 459 957 SH SOLE 0 0 957
CVS HEALTH CORP COM 126650100 471 5,087 SH SOLE 0 0 5,087
DEERE & CO COM 244199105 516 1,723 SH SOLE 0 0 1,723
EATON VANCE TAX ADVT DIV INC COM 27828G107 1,680 70,374 SH SOLE 0 0 70,374
ENPRO INDS INC COM 29355X107 209 2,548 SH SOLE 0 0 2,548
EQUINIX INC COM 29444U700 291 443 SH SOLE 0 0 443
ETF SER SOLUTIONS US GLB JETS 26922A842 198 12,007 SH SOLE 0 0 12,007
EXXON MOBIL CORP COM 30231G102 381 4,447 SH SOLE 0 0 4,447
FIFTH THIRD BANCORP COM 316773100 506 15,059 SH SOLE 0 0 15,059
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 246 5,188 SH SOLE 0 0 5,188
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 3,627 135,538 SH SOLE 0 0 135,538
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 33738R704 3,389 91,228 SH SOLE 0 0 91,228
FIRST TR EXCHANGE-TRADED FD DIVIDEND STRNGTH 33733E708 3,088 75,713 SH SOLE 0 0 75,713
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1,458 30,180 SH SOLE 0 0 30,180
GABELLI DIVID & INCOME TR COM 36242H104 260 12,701 SH SOLE 0 0 12,701
HANCOCK JOHN TAX-ADVANTAGED COM 41013V100 682 29,703 SH SOLE 0 0 29,703
HOME DEPOT INC COM 437076102 966 3,522 SH SOLE 0 0 3,522
INTERNATIONAL BUSINESS MACHS COM 459200101 266 1,887 SH SOLE 0 0 1,887
INTERNATIONAL PAPER CO COM 460146103 524 12,522 SH SOLE 0 0 12,522
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 588 11,874 SH SOLE 0 0 11,874
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 5,183 100,144 SH SOLE 0 0 100,144
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 456 3,397 SH SOLE 0 0 3,397
INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 7,415 169,871 SH SOLE 0 0 169,871
INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV 46137V605 3,356 79,593 SH SOLE 0 0 79,593
INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 6,927 41,808 SH SOLE 0 0 41,808
INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 2,523 69,554 SH SOLE 0 0 69,554
ISHARES TR 0-5YR HI YL CP 46434V407 2,501 61,677 SH SOLE 0 0 61,677
ISHARES TR ISHS 1-5YR INVS 464288646 2,834 56,056 SH SOLE 0 0 56,056
ISHARES TR CORE 1 5 YR USD 46432F859 3,324 70,120 SH SOLE 0 0 70,120
ISHARES TR S&P 500 GRWT ETF 464287309 211 3,489 SH SOLE 0 0 3,489
ISHARES TR RUS 1000 ETF 464287622 488 2,348 SH SOLE 0 0 2,348
ISHARES TR FLTG RATE NT ETF 46429B655 5,166 103,493 SH SOLE 0 0 103,493
ISHARES TR US HLTHCARE ETF 464287762 458 1,705 SH SOLE 0 0 1,705
ISHARES TR US AER DEF ETF 464288760 2,862 28,857 SH SOLE 0 0 28,857
ISHARES TR MSCI USA QLT FCT 46432F339 3,424 30,645 SH SOLE 0 0 30,645
ISHARES TR SELECT DIVID ETF 464287168 338 2,871 SH SOLE 0 0 2,871
ISHARES TR NATIONAL MUN ETF 464288414 274 2,575 SH SOLE 0 0 2,575
ISHARES TR 0-5 YR TIPS ETF 46429B747 2,257 22,253 SH SOLE 0 0 22,253
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 417 8,320 SH SOLE 0 0 8,320
JOHNSON & JOHNSON COM 478160104 398 2,240 SH SOLE 0 0 2,240
JPMORGAN CHASE & CO COM 46625H100 612 5,436 SH SOLE 0 0 5,436
KEYCORP COM 493267108 506 29,360 SH SOLE 0 0 29,360
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 66 10,451 SH SOLE 0 0 10,451
LOCKHEED MARTIN CORP COM 539830109 633 1,472 SH SOLE 0 0 1,472
M & T BK CORP COM 55261F104 485 3,042 SH SOLE 0 0 3,042
MARATHON PETE CORP COM 56585A102 448 5,445 SH SOLE 0 0 5,445
MCDONALDS CORP COM 580135101 558 2,260 SH SOLE 0 0 2,260
MERCK & CO INC COM 58933Y105 375 4,117 SH SOLE 0 0 4,117
MICROSOFT CORP COM 594918104 2,188 8,521 SH SOLE 0 0 8,521
MONDELEZ INTL INC CL A 609207105 494 7,949 SH SOLE 0 0 7,949
MORGAN STANLEY COM NEW 617446448 437 5,747 SH SOLE 0 0 5,747
MOSAIC CO NEW COM 61945C103 279 5,905 SH SOLE 0 0 5,905
NUTRIEN LTD COM 67077M108 334 4,196 SH SOLE 0 0 4,196
NUVEEN N Y MUN VALUE FD COM 67062M105 93 10,879 SH SOLE 0 0 10,879
NVIDIA CORPORATION COM 67066G104 312 2,058 SH SOLE 0 0 2,058
PAYCHEX INC COM 704326107 227 1,992 SH SOLE 0 0 1,992
PEPSICO INC COM 713448108 569 3,417 SH SOLE 0 0 3,417
PFIZER INC COM 717081103 842 16,066 SH SOLE 0 0 16,066
PIMCO DYNAMIC INCOME FD SHS 72201Y101 632 30,306 SH SOLE 0 0 30,306
PIMCO STRATEGIC INCOME FD COM 72200X104 71 13,867 SH SOLE 0 0 13,867
PIONEER HIGH INCOME FUND INC COM 72369H106 132 18,717 SH SOLE 0 0 18,717
PIONEER NAT RES CO COM 723787107 308 1,379 SH SOLE 0 0 1,379
PROCTER AND GAMBLE CO COM 742718109 232 1,617 SH SOLE 0 0 1,617
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 879 13,883 SH SOLE 0 0 13,883
RAYTHEON TECHNOLOGIES CORP COM 75513E101 598 6,225 SH SOLE 0 0 6,225
REGIONS FINANCIAL CORP NEW COM 7591EP100 446 23,798 SH SOLE 0 0 23,798
SELECT SECTOR SPDR TR ENERGY 81369Y506 4,279 59,833 SH SOLE 0 0 59,833
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3,816 52,868 SH SOLE 0 0 52,868
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 206 6,545 SH SOLE 0 0 6,545
SHERWIN WILLIAMS CO COM 824348106 206 921 SH SOLE 0 0 921
SPDR S&P 500 ETF TR TR UNIT 78462F103 435 1,152 SH SOLE 0 0 1,152
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 254 614 SH SOLE 0 0 614
SPDR SER TR PRTFLO S&P500 VL 78464A508 719 19,515 SH SOLE 0 0 19,515
TARGET CORP COM 87612E106 391 2,770 SH SOLE 0 0 2,770
TECHTARGET INC COM 87874R100 338 5,150 SH SOLE 0 0 5,150
UNITED PARCEL SERVICE INC CL B 911312106 634 3,474 SH SOLE 0 0 3,474
UNITED RENTALS INC COM 911363109 394 1,622 SH SOLE 0 0 1,622
UNITEDHEALTH GROUP INC COM 91324P102 1,645 3,202 SH SOLE 0 0 3,202
VANGUARD INDEX FDS SM CP VAL ETF 922908611 3,320 22,161 SH SOLE 0 0 22,161
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 3,327 52,352 SH SOLE 0 0 52,352
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 241 2,372 SH SOLE 0 0 2,372
VERIZON COMMUNICATIONS INC COM 92343V104 515 10,149 SH SOLE 0 0 10,149
VIATRIS INC COM 92556V106 119 11,338 SH SOLE 0 0 11,338
VIRTUS CONVERTIBLE & INC FD COM 92838U108 67 21,254 SH SOLE 0 0 21,254
VISA INC COM CL A 92826C839 327 1,661 SH SOLE 0 0 1,661
VOYA GLBL EQTY DIV & PREM OP COM 92912T100 81 14,800 SH SOLE 0 0 14,800
WINTRUST FINL CORP COM 97650W108 512 6,385 SH SOLE 0 0 6,385


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