Morton Capital Management Llc/Ca Incresed Positions in Q3 2025

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
23.1K
+ 1.06%
$29.25 - $31.56 $676K - $729K
2.21M $69.4B
Tcw ETF Trust
98K
+ 7.13%
N/A
1.47M $58.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.58K
+ 0.56%
$36.04 - $38.78 $273K - $294K
1.36M $52.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.63K
+ 91.07%
$617.65 - $666.84 $2.86M - $3.09M
9.71K $6.47B
Dimensional ETF Trust
25.4K
+ 24.92%
N/A
127K $9.16B
IVW
Ishares S&P 500 Growth ETF

ETFs
7.31K
+ 155.2%
$108.97 - $121.65 $797K - $889K
12K $1.45B
GOOGL
Alphabet Inc.

Communication Services
340
+ 2.75%
$174.36 - $254.72 $59.3K - $86.6K
12.7K $3.09B
IWD
Ishares Russell 1000 Val ETF

ETFs
551
+ 1.07%
$192.76 - $203.86 $106K - $112K
52.2K $10.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
906
+ 23.66%
$420.11 - $472.68 $381K - $428K
4.74K $2.22B
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.0%
N/A
23.6K $5.09B
JNJ
Johnson & Johnson

Healthcare
16
+ 0.3%
$155.17 - $185.42 $2.48K - $2.97K
5.4K $1B
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
103
+ 0.31%
$49.41 - $54.08 $5.09K - $5.57K
32.9K $1.77B
IEFA
Ishares Tr

ETFs
90
+ 0.39%
$81.7 - $87.53 $7.35K - $7.88K
23.3K $2.04B
META
Meta Platforms, Inc.

Communication Services
141
+ 5.55%
$695.21 - $791.73 $98K - $112K
2.68K $1.97B
EBAY
Ebay Inc

Consumer Cyclical
47
+ 0.92%
$75.33 - $100.77 $3.54K - $4.74K
5.15K $468M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.05%
$144.19 - $167.33 $288 - $335
3.76K $630M
RSP
Invesco S&P 500 Equal Weight E

ETFs
195
+ 5.01%
$181.56 - $190.33 $35.4K - $37.1K
4.09K $776M
GE
General Electric CO

Industrials
98
+ 11.05%
$244.75 - $305.63 $24K - $30K
985 $296M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.07K
+ 5.41%
$24.46 - $26.5 $26.1K - $28.3K
20.8K $548M
VEA
Vanguard Ftse Developed Market

ETFs
831
+ 16.01%
$56.02 - $60.3 $46.6K - $50.1K
6.02K $361M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
244
+ 2.23%
$49.43 - $54.52 $12.1K - $13.3K
11.2K $605M
Bitwise Bitcoin ETF Tr
269
+ 2.88%
N/A
9.6K $597M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.19%
$696.56 - $806.32 $697 - $806
533 $424M
DFSU
Dimensional ETF Tr Dimen Us Su
543
+ 7.45%
N/A
7.84K $333M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
450
+ 19.41%
$100.37 - $100.74 $45.2K - $45.3K
2.77K $279M
Global X Fds
65
+ 0.31%
N/A
21.3K $663M
MRK
Merck & Co., Inc.

Healthcare
42
+ 0.6%
$77.6 - $87.37 $3.26K - $3.67K
7.05K $591M
UNH
Unitedhealth Group Inc

Healthcare
19
+ 2.88%
$237.77 - $353.61 $4.52K - $6.72K
679 $234M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.08%
$182.33 - $194.5 $182 - $195
1.31K $255M
QCOM
Qualcomm Inc

Technology
2
+ 0.1%
$145.84 - $173.55 $292 - $347
2.05K $342M
VEU
Vanguard Ftse All World Ex Us

ETFs
15
+ 0.49%
$66.38 - $71.68 $996 - $1.08K
3.06K $218M
CMF
Ishares California Muni Bond E

ETFs
28
+ 0.77%
$55.16 - $57.13 $1.54K - $1.6K
3.65K $208M
GBIL
Goldman Sachs Access Treasury

ETFs
2
+ 0.06%
$99.82 - $100.23 $200 - $200
3.2K $321M
IBM
International Business Machines Corp

Technology
18
+ 0.81%
$234.77 - $292.47 $4.23K - $5.26K
2.23K $629M
NFLX
Netflix Inc

Communication Services
10
+ 3.13%
$1147.87 - $1297.18 $11.5K - $13K
329 $394M
KMI
Kinder Morgan, Inc.

Energy
307
+ 0.8%
$26.23 - $28.5 $8.05K - $8.75K
38.6K $1.09B
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.27%
$157.77 - $183.27 $789 - $916
1.87K $304M
DIS
Walt Disney CO

Communication Services
2
+ 0.04%
$112.25 - $124.0 $225 - $248
5.66K $648M
OKE
Oneok Inc

Energy
63
+ 0.85%
$71.36 - $83.47 $4.5K - $5.26K
7.43K $542M
Activity Summary
Buys All Purchases 53 New Holdings 13 Increased Positions 40 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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