Morton Capital Management Llc/Ca Incresed Positions in Q4 2024

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
303K
+ 25.31%
$50.23 - $50.46 $15.2M - $15.3M
1.5M $75.6B
HAP
Vaneck ETF Tr Natural Resource

ETFs
238K
+ 122.54%
$45.28 - $53.12 $10.8M - $12.6M
432K $19.7B
PID
Invesco Exchange Traded Fd Tr

ETFs
154K
+ 140.23%
N/A
263K $4.82B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
26.4K
+ 2.21%
$33.92 - $36.6 $895K - $966K
1.22M $42.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.1K
+ 99.76%
$521.84 - $558.82 $1.1M - $1.17M
4.2K $2.26B
IWD
Ishares Russell 1000 Val ETF

ETFs
5.7K
+ 15.36%
$183.23 - $199.79 $1.04M - $1.14M
42.8K $7.93B
GLD
Spdr Gold Trust

ETFs
2.14K
+ 58.21%
$236.59 - $257.5 $507K - $551K
5.82K $1.41B
Dimensional ETF Trust
5.22K
+ 10.05%
N/A
57.2K $3.67B
GOOGL
Alphabet Inc.

Communication Services
455
+ 3.9%
$161.86 - $196.66 $73.6K - $89.5K
12.1K $2.29B
SBUX
Starbucks Corp

Consumer Cyclical
4K
+ 144.62%
$87.44 - $102.5 $350K - $410K
6.77K $618M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.03%
$205.18 - $250.29 $821 - $1K
11.6K $2.77B
IAU
Ishares Gold Trust

ETFs
6.62K
+ 3.3%
$48.37 - $52.65 $320K - $348K
207K $10.3B
Bitwise Bitcoin ETF Tr
2.71K
+ 31.63%
N/A
11.3K $573M
AVGO
Broadcom Inc.

Technology
71
+ 1.73%
$159.67 - $250.0 $11.3K - $17.8K
4.18K $969M
IVV
Ishares Core S&P 500 ETF

ETFs
334
+ 14.01%
$570.51 - $610.59 $191K - $204K
2.72K $1.6B
KMI
Kinder Morgan, Inc.

Energy
535
+ 1.44%
$22.59 - $28.54 $12.1K - $15.3K
37.6K $1.03B
VTI
Vanguard Total Stock Market Et

ETFs
620
+ 15.01%
$280.04 - $302.45 $174K - $188K
4.75K $1.38B
ET
Energy Transfer LP

Energy
683
+ 1.51%
$16.05 - $19.86 $11K - $13.6K
45.8K $897M
SPY
Spdr S&P 500 ETF Trust

ETFs
157
+ 3.62%
$567.81 - $607.81 $89.1K - $95.4K
4.49K $2.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.14%
$481.22 - $538.17 $2.89K - $3.23K
4.44K $2.27B
DIS
Walt Disney CO

Communication Services
125
+ 2.2%
$92.39 - $117.6 $11.5K - $14.7K
5.81K $647M
OKE
Oneok Inc

Energy
104
+ 1.44%
$92.28 - $117.05 $9.6K - $12.2K
7.31K $734M
META
Meta Platforms, Inc.

Communication Services
64
+ 2.73%
$554.08 - $632.68 $35.5K - $40.5K
2.41K $1.41B
EPD
Enterprise Products Partners L.P.

Energy
216
+ 0.96%
$28.66 - $34.43 $6.19K - $7.44K
22.7K $711M
BX
Blackstone Inc.

Financial Services
14
+ 0.53%
$148.45 - $199.05 $2.08K - $2.79K
2.66K $459M
BAC
Bank Of America Corp

Financial Services
10
+ 0.08%
$39.22 - $47.77 $392 - $478
12.4K $545M
BA
Boeing CO

Industrials
9
+ 0.55%
$138.14 - $180.72 $1.24K - $1.63K
1.65K $292M
IBM
International Business Machines Corp

Technology
70
+ 3.75%
$204.9 - $238.04 $14.3K - $16.7K
1.94K $426M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.07%
$61.68 - $67.87 $247 - $271
6.13K $382M
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.46%
$118.38 - $133.06 $947 - $1.06K
1.76K $212M
CMF
Ishares California Muni Bond E

ETFs
34
+ 0.96%
$56.66 - $58.1 $1.93K - $1.98K
3.58K $205M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.08%
$176.42 - $186.91 $176 - $187
1.31K $233M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.22%
$113.92 - $127.38 $570 - $637
2.24K $258M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
119
+ 0.37%
$45.85 - $49.28 $5.46K - $5.86K
32.6K $1.52B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.04%
$126.68 - $134.74 $380 - $404
7.92K $1.01B
CVX
Chevron Corp

Energy
2
+ 0.06%
$141.15 - $162.53 $282 - $325
3.55K $515M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.1K
+ 185.04%
$22.4 - $68.28 $293K - $892K
20.1K $466M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11.8K
+ 16.9%
$33.77 - $44.09 $399K - $521K
81.8K $2.77B
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.04%
$81.87 - $94.51 $81.9 - $94.5
2.74K $232M
EBAY
Ebay Inc

Consumer Cyclical
21
+ 0.42%
$57.51 - $67.17 $1.21K - $1.41K
5.04K $312M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.05%
$114.45 - $127.21 $229 - $254
3.85K $446M
VEA
Vanguard Ftse Developed Market

ETFs
7
+ 0.12%
$47.57 - $52.44 $333 - $367
5.99K $286M
QCOM
Qualcomm Inc

Technology
2
+ 0.1%
$150.4 - $178.04 $301 - $356
2.06K $316M
CARR
Carrier Global Corp

Industrials
1
+ 0.03%
$66.69 - $82.65 $66.7 - $82.7
2.99K $204M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
122
+ 1.05%
$44.04 - $49.49 $5.37K - $6.04K
11.8K $518M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
148
+ 2.02%
$60.13 - $67.31 $8.9K - $9.96K
7.46K $453M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.23%
$385.02 - $431.37 $3.08K - $3.45K
3.47K $1.35B
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.0%
N/A
25.4K $4.96B
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$143.34 - $165.86 $143 - $166
5.92K $857M
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 1
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