Morton Capital Management Llc/Ca Purchases in Q3 2024

Morton Capital Management Llc/Ca

  • $508 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
873K
+ 267.87%
$50.2 - $50.48 $43.8M - $44.1M
1.2M $60.2B
Tcw ETF Trust
149K
+ 13.95%
N/A
1.21M $48.4B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
52.9K
+ 4.65%
$31.05 - $34.29 $1.64M - $1.81M
1.19M $40.9B
AAPL
Apple Inc.

Technology
2.72K
+ 4.26%
$207.23 - $234.82 $563K - $638K
66.5K $15.5B
Dimensional ETF Trust
24.9K
+ 91.96%
N/A
52K $3.29B
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
32.5K
New
$42.72 - $47.0 $1.39M - $1.53M
32.5K $1.53B
IEFA
Ishares Tr

ETFs
16.8K
+ 272.0%
$70.09 - $78.74 $1.18M - $1.32M
23K $1.8B
SPC
Trust For Professional Mgr Cro

ETFs
70.1K
+ 4.4%
$21.49 - $21.87 $1.51M - $1.53M
1.66M $35.8B
HAP
Vaneck ETF Tr Natural Resource

ETFs
11.6K
+ 6.33%
$48.29 - $52.83 $558K - $611K
194K $10.2B
NVDA
Nvidia Corp

Technology
6.1K
+ 36.23%
$98.91 - $134.91 $603K - $823K
22.9K $2.79B
JPM
Jpmorgan Chase & CO

Financial Services
1.96K
+ 20.43%
$194.9 - $224.8 $383K - $441K
11.6K $2.44B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.31K
New
$60.13 - $68.17 $440K - $499K
7.31K $495M
ORCL
Oracle Corp

Technology
1.45K
+ 17.63%
$125.9 - $170.35 $182K - $247K
9.67K $1.65B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.7K
New
$217.89 - $392.15 $370K - $666K
1.7K $477M
AVGO
Broadcom Inc.

Technology
3.94K
+ 2316.47%
$136.27 - $1745.86 $537K - $6.88M
4.11K $709M
META
Meta Platforms, Inc.

Communication Services
469
+ 24.97%
$453.41 - $572.44 $213K - $268K
2.35K $1.34B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.12K
New
$57.32 - $62.65 $351K - $384K
6.12K $382M
IWF
Ishares Russell 1000 Gr ETF

ETFs
907
+ 30.61%
$332.02 - $382.76 $301K - $347K
3.87K $1.45B
AMZN
Amazon Com Inc

Consumer Cyclical
2.37K
+ 14.53%
$161.02 - $200.0 $382K - $475K
18.7K $3.49B
TSLA
Tesla, Inc.

Consumer Cyclical
911
+ 71.9%
$191.76 - $263.26 $175K - $240K
2.18K $570M
ABBV
Abb Vie Inc.

Healthcare
358
+ 4.05%
$163.84 - $199.33 $58.7K - $71.4K
9.19K $1.81B
HD
Home Depot, Inc.

Consumer Cyclical
244
+ 7.59%
$333.64 - $405.2 $81.4K - $98.9K
3.46K $1.4B
PG
Procter & Gamble CO

Consumer Defensive
1.33K
+ 19.64%
$160.76 - $177.82 $214K - $237K
8.11K $1.41B
SBUX
Starbucks Corp

Consumer Cyclical
2.77K
New
$72.51 - $98.6 $201K - $273K
2.77K $270M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.23K
New
$105.53 - $118.34 $235K - $264K
2.23K $261M
LLY
Eli Lilly & CO

Healthcare
302
+ 72.25%
$772.14 - $960.02 $233K - $290K
720 $638M
CAT
Caterpillar Inc

Industrials
640
New
$316.8 - $391.12 $203K - $250K
640 $250M
PEG
Public Service Enterprise Group Inc

Utilities
2.74K
New
$73.58 - $89.21 $202K - $245K
2.74K $245M
CARR
Carrier Global Corp

Industrials
2.99K
New
$61.9 - $80.88 $185K - $242K
2.99K $241M
GS
Goldman Sachs Group Inc

Financial Services
480
New
$459.02 - $510.25 $220K - $245K
480 $237M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
New
$162.64 - $179.3 $213K - $234K
1.31K $234M
DVY
Ishares Tr

ETFs
1.64K
New
$119.99 - $135.74 $197K - $222K
1.64K $221M
UNH
Unitedhealth Group Inc

Healthcare
368
New
$488.01 - $604.18 $180K - $222K
368 $215M
PM
Philip Morris International Inc.

Consumer Defensive
1.75K
New
$101.25 - $127.45 $178K - $224K
1.75K $213M
DHR
Danaher Corp

Healthcare
762
New
$239.25 - $280.76 $182K - $214K
762 $212M
AJG
Arthur J. Gallagher & Co.

Financial Services
750
New
$259.22 - $299.75 $194K - $225K
750 $211M
XOM
Exxon Mobil Corp

Energy
1.57K
+ 17.21%
$109.72 - $119.0 $173K - $187K
10.7K $1.26B
V
Visa Inc.

Financial Services
542
+ 17.36%
$253.74 - $291.56 $138K - $158K
3.67K $1.01B
COST
Costco Wholesale Corp

Consumer Defensive
121
+ 10.26%
$801.83 - $917.05 $97K - $111K
1.3K $1.15B
RTX
Raytheon Technologies Corp

Industrials
588
+ 18.02%
$99.55 - $123.34 $58.5K - $72.5K
3.85K $467M
MA
Mastercard Inc

Financial Services
197
+ 34.02%
$429.6 - $500.99 $84.6K - $98.7K
776 $383M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.2K
+ 43.25%
$75.32 - $84.37 $90.2K - $101K
3.97K $332M
GBIL
Goldman Sachs Access Treasury

ETFs
1K
+ 44.19%
$99.7 - $100.3 $100K - $101K
3.27K $328M
IWB
Ishares Tr Russell 1000 ETF

ETFs
43
+ 0.86%
$283.28 - $314.39 $12.2K - $13.5K
5.07K $1.59B
JNJ
Johnson & Johnson

Healthcare
9
+ 0.15%
$145.48 - $167.38 $1.31K - $1.51K
5.92K $960M
AMGN
Amgen Inc

Healthcare
121
+ 2.09%
$309.38 - $337.38 $37.4K - $40.8K
5.91K $1.9B
BAC
Bank Of America Corp

Financial Services
2.36K
+ 23.51%
$36.65 - $44.13 $86.5K - $104K
12.4K $492M
IBM
International Business Machines Corp

Technology
5
+ 0.27%
$175.1 - $223.38 $876 - $1.12K
1.87K $413M
KMI
Kinder Morgan, Inc.

Energy
370
+ 1.01%
$19.72 - $22.22 $7.3K - $8.22K
37.1K $819M
Activity Summary
Buys All Purchases 72 New Holdings 18 Increased Positions 54 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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