Morton Capital Management Llc/Ca Incresed Positions in Q2 2025

Morton Capital Management Llc/Ca

  • $564 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
70.7K
+ 3.34%
$23.37 - $29.39 $1.65M - $2.08M
2.19M $64.2B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
98.7K
+ 7.88%
$29.12 - $35.84 $2.88M - $3.54M
1.35M $48.5B
MSFT
Microsoft Corp

Technology
865
+ 2.11%
$354.56 - $497.45 $307K - $430K
41.9K $20.9B
USFR
Wisdomtree Floating Rate Treas

ETFs
107K
+ 7.73%
$50.28 - $50.47 $5.39M - $5.41M
1.49M $75.2B
Tcw ETF Trust
70.3K
+ 5.39%
N/A
1.37M $54.2B
Dimensional ETF Trust
30.6K
+ 42.97%
N/A
102K $6.82B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.8K
+ 53.53%
$416.06 - $551.64 $1.16M - $1.54M
8.02K $4.42B
IWD
Ishares Russell 1000 Val ETF

ETFs
4.73K
+ 10.08%
$166.82 - $194.23 $788K - $918K
51.6K $10B
JPM
Jpmorgan Chase & CO

Financial Services
1K
+ 8.6%
$210.28 - $289.91 $211K - $291K
12.7K $3.67B
DFAU
Dimensional ETF Tr

ETFs
1.01K
+ 0.64%
$34.04 - $42.36 $34.3K - $42.7K
159K $6.75B
SPY
Spdr S&P 500 ETF Trust

ETFs
587
+ 13.06%
$496.48 - $617.85 $291K - $363K
5.08K $3.14B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
914
+ 24.14%
$376.48 - $440.65 $344K - $403K
4.7K $2.07B
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.39K
+ 111.07%
$72.96 - $90.39 $320K - $396K
8.33K $745M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
323
+ 7.91%
$456.74 - $568.03 $148K - $183K
4.41K $2.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.71K
+ 75.62%
$51.16 - $62.02 $241K - $292K
10.9K $679M
COST
Costco Wholesale Corp

Consumer Defensive
235
+ 20.22%
$908.13 - $1056.85 $213K - $248K
1.4K $1.38B
GOOGL
Alphabet Inc.

Communication Services
103
+ 0.84%
$144.7 - $178.6 $14.9K - $18.4K
12.4K $2.18B
GOOG
Alphabet Inc.

Communication Services
147
+ 1.48%
$146.58 - $180.01 $21.5K - $26.5K
10.1K $1.79B
IEFA
Ishares Tr

ETFs
81
+ 0.35%
$67.83 - $84.09 $5.49K - $6.81K
23.2K $1.94B
HON
Honeywell International Inc

Industrials
181
+ 3.07%
$182.86 - $232.88 $33.1K - $42.2K
6.08K $1.41B
EPD
Enterprise Products Partners L.P.

Energy
7.68K
+ 33.54%
$28.95 - $34.22 $222K - $263K
30.6K $948M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
102
+ 0.31%
$40.73 - $50.06 $4.15K - $5.11K
32.8K $1.64B
ADI
Analog Devices Inc

Technology
460
+ 42.24%
$164.6 - $238.02 $75.7K - $109K
1.55K $369M
IBM
International Business Machines Corp

Technology
153
+ 7.43%
$221.03 - $294.78 $33.8K - $45.1K
2.21K $652M
ABT
Abbott Laboratories

Healthcare
922
+ 42.08%
$123.95 - $138.08 $114K - $127K
3.11K $423M
V
Visa Inc.

Financial Services
291
+ 7.57%
$308.27 - $373.31 $89.7K - $109K
4.13K $1.47B
HD
Home Depot, Inc.

Consumer Cyclical
323
+ 9.16%
$335.24 - $380.78 $108K - $123K
3.85K $1.41B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
377
+ 4.2%
$114.78 - $133.31 $43.3K - $50.3K
9.35K $1.25B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
259
+ 3.5%
$57.14 - $72.68 $14.8K - $18.8K
7.67K $557M
RSP
Invesco S&P 500 Equal Weight E

ETFs
200
+ 5.41%
$152.93 - $181.74 $30.6K - $36.3K
3.9K $708M
UNP
Union Pacific Corp

Industrials
278
+ 23.94%
$208.27 - $238.46 $57.9K - $66.3K
1.44K $331M
LLY
Eli Lilly & CO

Healthcare
114
+ 15.08%
$713.71 - $898.95 $81.4K - $102K
870 $678M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.08%
$113.75 - $148.48 $341 - $445
3.76K $549M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.03%
$19.6 - $24.44 $98 - $122
19.7K $482M
ET
Energy Transfer LP

Energy
3.72K
+ 8.02%
$15.65 - $18.93 $58.2K - $70.5K
50.1K $908M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.38%
$149.23 - $184.95 $1.04K - $1.29K
1.87K $340M
KMI
Kinder Morgan, Inc.

Energy
299
+ 0.79%
$25.21 - $29.4 $7.54K - $8.79K
38.3K $1.13B
EBAY
Ebay Inc

Consumer Cyclical
19
+ 0.37%
$59.52 - $79.36 $1.13K - $1.51K
5.1K $380M
WM
Waste Management Inc

Industrials
188
+ 5.82%
$216.47 - $242.1 $40.7K - $45.5K
3.42K $783M
GDV
Gabelli Dividend & Income Trust

Financial Services
10
+ 0.07%
$21.11 - $26.01 $211 - $260
14.1K $368M
GNR
Spdr S&P Global Natural Resour

ETFs
57
+ 0.53%
$45.66 - $55.03 $2.6K - $3.14K
10.9K $589M
SBUX
Starbucks Corp

Consumer Cyclical
534
+ 8.02%
$79.69 - $99.41 $42.6K - $53.1K
7.19K $659M
SONY
Sony Group Corp

Technology
14
+ 0.18%
$21.24 - $26.88 $297 - $376
7.79K $223M
UNH
Unitedhealth Group Inc

Healthcare
270
+ 69.23%
$274.35 - $599.47 $74.1K - $162K
660 $206M
CMF
Ishares California Muni Bond E

ETFs
28
+ 0.78%
$54.52 - $56.7 $1.53K - $1.59K
3.63K $202M
CVX
Chevron Corp

Energy
137
+ 4.02%
$133.73 - $168.51 $18.3K - $23.1K
3.54K $507M
XOM
Exxon Mobil Corp

Energy
275
+ 2.77%
$99.93 - $119.04 $27.5K - $32.7K
10.2K $1.1B
ABBV
Abb Vie Inc.

Healthcare
275
+ 2.91%
$170.16 - $206.27 $46.8K - $56.7K
9.72K $1.8B
AAPL
Apple Inc.

Technology
2K
+ 3.4%
$172.42 - $223.89 $345K - $448K
60.8K $12.5B
Activity Summary
Buys All Purchases 67 New Holdings 17 Increased Positions 50 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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