Morton Capital Management Llc/Ca Incresed Positions 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
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
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
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
LLY
Eli Lilly & CO

Healthcare
302
+ 72.25%
$772.14 - $960.02 $233K - $290K
720 $638M
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
EEM
Ishares Msci Emerging Markets

ETFs
1.25K
+ 12.93%
$40.42 - $46.7 $50.3K - $58.1K
10.9K $499M
OKE
Oneok Inc

Energy
173
+ 2.46%
$78.62 - $95.27 $13.6K - $16.5K
7.21K $657M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.04%
$117.9 - $128.2 $354 - $385
7.92K $1.01B
GOOGL
Alphabet Inc.

Communication Services
1.38K
+ 13.42%
$148.65 - $191.18 $205K - $264K
11.7K $1.93B
ABT
Abbott Laboratories

Healthcare
269
+ 13.61%
$100.07 - $118.13 $26.9K - $31.8K
2.25K $256M
UNP
Union Pacific Corp

Industrials
94
+ 8.2%
$221.78 - $256.09 $20.8K - $24.1K
1.24K $306M
Bitwise Bitcoin ETF Tr
892
+ 11.62%
N/A
8.57K $296M
NGD
New Gold Inc.

Basic Materials
5K
+ 18.87%
$1.95 - $3.19 $9.75K - $16K
31.5K $90.7M
ADI
Analog Devices Inc

Technology
54
+ 5.36%
$200.56 - $243.33 $10.8K - $13.1K
1.06K $244M
VGT
Vanguard Information Technolog

ETFs
17
+ 4.33%
$514.43 - $606.85 $8.75K - $10.3K
410 $241M
EPD
Enterprise Products Partners L.P.

Energy
226
+ 1.02%
$27.88 - $30.0 $6.3K - $6.78K
22.5K $654M
DIS
Walt Disney CO

Communication Services
241
+ 4.42%
$85.6 - $98.61 $20.6K - $23.8K
5.69K $547M
GOOG
Alphabet Inc.

Communication Services
951
+ 10.07%
$149.54 - $192.66 $142K - $183K
10.4K $1.74B
CMF
Ishares California Muni Bond E

ETFs
24
+ 0.68%
$56.65 - $58.17 $1.36K - $1.4K
3.55K $206M
ET
Energy Transfer LP

Energy
723
+ 1.63%
$15.43 - $16.44 $11.2K - $11.9K
45.1K $724M
HON
Honeywell International Inc

Industrials
200
+ 3.43%
$196.73 - $220.21 $39.3K - $44K
6.03K $1.25B
CVX
Chevron Corp

Energy
202
+ 6.03%
$137.88 - $161.97 $27.9K - $32.7K
3.55K $523M
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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