Morton Capital Management Llc/Ca Incresed Positions in Q1 2025

Morton Capital Management Llc/Ca

  • $518 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
78.7K
+ 3.86%
$24.45 - $27.2 $1.92M - $2.14M
2.12M $55.5B
Tcw ETF Trust
63.8K
+ 5.15%
N/A
1.3M $51.1B
PG
Procter & Gamble CO

Consumer Defensive
15.6K
+ 207.32%
$158.56 - $176.26 $2.47M - $2.75M
23.1K $3.94B
IWD
Ishares Russell 1000 Val ETF

ETFs
4.07K
+ 9.5%
$182.82 - $196.21 $743K - $798K
46.9K $8.82B
Dimensional ETF Trust
14.1K
+ 24.7%
N/A
71.3K $4.37B
AMGN
Amgen Inc

Healthcare
598
+ 10.17%
$258.59 - $327.36 $155K - $196K
6.48K $2.02B
ABBV
Abb Vie Inc.

Healthcare
92
+ 0.98%
$169.2 - $216.66 $15.6K - $19.9K
9.45K $1.98B
V
Visa Inc.

Financial Services
180
+ 4.92%
$306.92 - $362.71 $55.2K - $65.3K
3.84K $1.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
788
+ 17.77%
$468.34 - $539.52 $369K - $425K
5.22K $2.45B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.59K
+ 30.51%
$42.5 - $46.71 $153K - $168K
15.4K $695M
GNR
Spdr S&P Global Natural Resour

ETFs
1.84K
+ 20.47%
$50.12 - $54.48 $92K - $100K
10.8K $575M
WM
Waste Management Inc

Industrials
145
+ 4.7%
$200.54 - $233.78 $29.1K - $33.9K
3.23K $749M
META
Meta Platforms, Inc.

Communication Services
242
+ 10.04%
$576.36 - $736.67 $139K - $178K
2.65K $1.53B
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 0.82%
$225.19 - $279.95 $21.4K - $26.6K
11.7K $2.86B
IBM
International Business Machines Corp

Technology
122
+ 6.3%
$217.4 - $264.74 $26.5K - $32.3K
2.06K $512M
NFLX
Netflix Inc

Communication Services
78
+ 26.44%
$828.4 - $1058.6 $64.6K - $82.6K
373 $348M
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 5.68%
$117.15 - $158.79 $11.7K - $15.9K
1.86K $296M
EPD
Enterprise Products Partners L.P.

Energy
210
+ 0.93%
$31.75 - $34.14 $6.67K - $7.17K
22.9K $782M
LLY
Eli Lilly & CO

Healthcare
36
+ 5.0%
$725.72 - $929.72 $26.1K - $33.5K
756 $625M
ABT
Abbott Laboratories

Healthcare
104
+ 4.98%
$111.1 - $140.22 $11.6K - $14.6K
2.19K $291M
KMI
Kinder Morgan, Inc.

Energy
377
+ 1.0%
$26.1 - $31.22 $9.84K - $11.8K
38K $1.08B
AJG
Arthur J. Gallagher & Co.

Financial Services
12
+ 1.6%
$275.89 - $345.24 $3.31K - $4.14K
762 $263M
MA
Mastercard Inc

Financial Services
44
+ 5.67%
$504.67 - $576.31 $22.2K - $25.4K
820 $449M
EBAY
Ebay Inc

Consumer Cyclical
42
+ 0.83%
$61.61 - $70.93 $2.59K - $2.98K
5.08K $344M
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.03%
$47.4 - $52.99 $94.8 - $106
5.99K $304M
GS
Goldman Sachs Group Inc

Financial Services
55
+ 11.53%
$524.81 - $672.19 $28.9K - $37K
532 $290M
UNP
Union Pacific Corp

Industrials
21
+ 1.84%
$225.21 - $254.42 $4.73K - $5.34K
1.16K $274M
QCOM
Qualcomm Inc

Technology
39
+ 1.89%
$151.94 - $175.86 $5.93K - $6.86K
2.1K $322M
Global X Fds
118
+ 0.56%
N/A
21.3K $556M
VTI
Vanguard Total Stock Market Et

ETFs
264
+ 5.56%
$271.18 - $303.12 $71.6K - $80K
5.02K $1.38B
GBIL
Goldman Sachs Access Treasury

ETFs
2
+ 0.06%
$99.85 - $100.19 $200 - $200
3.27K $327M
QUAL
Ishares Msci Usa Quality Facto

ETFs
57
+ 4.36%
$168.16 - $186.21 $9.59K - $10.6K
1.37K $233M
OKE
Oneok Inc

Energy
67
+ 0.92%
$89.57 - $109.85 $6K - $7.36K
7.38K $732M
CMF
Ishares California Muni Bond E

ETFs
17
+ 0.47%
$55.93 - $57.47 $951 - $977
3.6K $203M
PEG
Public Service Enterprise Group Inc

Utilities
28
+ 1.02%
$78.2 - $90.39 $2.19K - $2.53K
2.77K $228M
ADI
Analog Devices Inc

Technology
27
+ 2.54%
$201.56 - $243.82 $5.44K - $6.58K
1.09K $220M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
16
+ 0.42%
$408.78 - $448.82 $6.54K - $7.18K
3.79K $1.59B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
107
+ 1.75%
$57.21 - $65.8 $6.12K - $7.04K
6.23K $364M
TXN
Texas Instruments Inc

Technology
22
+ 0.64%
N/A
3.47K $624M
ET
Energy Transfer LP

Energy
593
+ 1.3%
$17.26 - $21.08 $10.2K - $12.5K
46.4K $862M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
23
+ 0.07%
$44.7 - $49.05 $1.03K - $1.13K
32.7K $1.48B
DIS
Walt Disney CO

Communication Services
191
+ 3.29%
$96.87 - $114.0 $18.5K - $21.8K
6K $593M
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 1.7%
$347.25 - $424.87 $20.5K - $25.1K
3.53K $1.29B
HON
Honeywell International Inc

Industrials
119
+ 2.06%
$202.75 - $226.52 $24.1K - $27K
5.9K $1.25B
MRK
Merck & Co., Inc.

Healthcare
67
+ 0.91%
$83.01 - $101.02 $5.56K - $6.77K
7.43K $667M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.37%
$554.06 - $615.85 $5.54K - $6.16K
2.73K $1.53B
BX
Blackstone Inc.

Financial Services
10
+ 0.38%
$136.53 - $186.74 $1.37K - $1.87K
2.67K $374M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.09%
$551.42 - $612.93 $2.21K - $2.45K
4.5K $2.51B
DFAU
Dimensional ETF Tr

ETFs
3.86K
+ 2.5%
$37.84 - $42.29 $146K - $163K
158K $6.09B
Activity Summary
Buys All Purchases 59 New Holdings 4 Increased Positions 55 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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