Morton Capital Management Llc/Ca Reduced Holdings in Q3 2025

Morton Capital Management Llc/Ca

  • $609 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-20.6K
- 1.38%
$50.23 - $50.48 $1.03M - $1.04M
1.47M $74.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.56K
- 35.33%
$567.77 - $614.76 $884K - $957K
2.85K $1.75B
GLD
Spdr Gold Trust

ETFs
-2.08K
- 45.03%
$300.96 - $355.47 $626K - $740K
2.54K $903M
SBUX
Starbucks Corp

Consumer Cyclical
-4.62K
- 64.2%
$81.9 - $96.86 $378K - $447K
2.57K $218M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.34K
- 57.88%
$62.09 - $66.51 $393K - $421K
4.61K $301M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.39K
- 52.62%
$87.29 - $93.61 $383K - $410K
3.95K $369M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-930
- 19.78%
$435.72 - $463.74 $405K - $431K
3.77K $1.75B
COST
Costco Wholesale Corp

Consumer Defensive
-212
- 15.18%
$915.95 - $994.57 $194K - $211K
1.19K $1.1B
EPD
Enterprise Products Partners L.P.

Energy
-7.22K
- 23.63%
$30.74 - $32.14 $222K - $232K
23.4K $730M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.01K
- 12.55%
$546.99 - $602.2 $550K - $606K
7.01K $4.21B
V
Visa Inc.

Financial Services
-374
- 9.05%
$332.09 - $358.86 $124K - $134K
3.76K $1.28B
HON
Honeywell International Inc

Industrials
-156
- 2.57%
$207.7 - $240.4 $32.4K - $37.5K
5.92K $1.25B
TXN
Texas Instruments Inc

Technology
-393
- 11.4%
N/A
3.05K $561M
ABT
Abbott Laboratories

Healthcare
-998
- 32.06%
$120.51 - $136.62 $120K - $136K
2.12K $283M
XOM
Exxon Mobil Corp

Energy
-1.47K
- 14.43%
$105.83 - $117.22 $156K - $173K
8.74K $986M
ADI
Analog Devices Inc

Technology
-486
- 31.38%
$220.68 - $255.63 $107K - $124K
1.06K $261M
LLY
Eli Lilly & CO

Healthcare
-110
- 12.64%
$625.65 - $812.69 $68.8K - $89.4K
760 $580M
ET
Energy Transfer LP

Energy
-2.3K
- 4.6%
$17.11 - $18.16 $39.4K - $41.8K
47.8K $820M
MSFT
Microsoft Corp

Technology
-1.78K
- 4.26%
$491.09 - $535.64 $876K - $956K
40.1K $20.8B
UNP
Union Pacific Corp

Industrials
-298
- 20.71%
$214.91 - $237.16 $64K - $70.7K
1.14K $270M
AMZN
Amazon Com Inc

Consumer Cyclical
-284
- 1.45%
$211.65 - $238.24 $60.1K - $67.7K
19.3K $4.25B
DFAE
Dimensional ETF Tr

ETFs
-4.05K
- 13.63%
$28.84 - $31.84 $117K - $129K
25.7K $809M
MCD
Mcdonalds Corp

Consumer Cyclical
-190
- 19.55%
$291.67 - $316.99 $55.4K - $60.2K
782 $238M
AMGN
Amgen Inc

Healthcare
-226
- 3.54%
$271.18 - $309.22 $61.3K - $69.9K
6.16K $1.74B
CSCO
Cisco Systems, Inc.

Technology
-221
- 0.84%
$66.2 - $71.79 $14.6K - $15.9K
26.1K $1.79B
SLV
I Shares Silver Trust

ETFs
-3.42K
- 30.26%
$32.73 - $42.5 $112K - $145K
7.89K $334M
NVDA
Nvidia Corp

Technology
-3.47K
- 16.04%
$153.3 - $186.58 $532K - $648K
18.2K $3.39B
GDV
Gabelli Dividend & Income Trust

Financial Services
-342
- 2.42%
$25.8 - $27.4 $8.82K - $9.37K
13.8K $374M
NTAP
Net App, Inc.

Technology
-100
- 4.7%
$101.1 - $126.36 $10.1K - $12.6K
2.03K $240M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-147
- 1.92%
$72.04 - $77.35 $10.6K - $11.4K
7.52K $577M
CVX
Chevron Corp

Energy
-116
- 3.27%
$145.57 - $161.83 $16.9K - $18.8K
3.43K $532M
JPM
Jpmorgan Chase & CO

Financial Services
-891
- 7.03%
$282.78 - $316.06 $252K - $282K
11.8K $3.72B
EEM
Ishares Msci Emerging Markets

ETFs
-110
- 1.13%
$48.07 - $53.4 $5.29K - $5.87K
9.63K $514M
BAC
Bank Of America Corp

Financial Services
-79
- 0.69%
$44.92 - $52.42 $3.55K - $4.14K
11.4K $590M
GNR
Spdr S&P Global Natural Resour

ETFs
-100
- 0.92%
$54.23 - $59.34 $5.42K - $5.93K
10.8K $637M
VUG
Vanguard Growth ETF

ETFs
-7
- 0.47%
$433.97 - $484.08 $3.04K - $3.39K
1.48K $710M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-91
- 0.97%
$132.9 - $142.03 $12.1K - $12.9K
9.26K $1.31B
HD
Home Depot, Inc.

Consumer Cyclical
-99
- 2.57%
$357.4 - $423.42 $35.4K - $41.9K
3.75K $1.52B
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.6K
- 1.4%
N/A
253K $5.37B
IVV
Ishares Core S&P 500 ETF

ETFs
-12
- 0.45%
$620.67 - $670.08 $7.45K - $8.04K
2.65K $1.77B
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.09%
$293.94 - $444.72 $294 - $445
1.06K $471M
AVGO
Broadcom Inc.

Technology
-105
- 2.39%
$264.74 - $369.57 $27.8K - $38.8K
4.29K $1.42B
DFAU
Dimensional ETF Tr

ETFs
-4.92K
- 3.09%
$42.42 - $45.96 $209K - $226K
155K $7.07B
ABBV
Abb Vie Inc.

Healthcare
-227
- 2.33%
$184.85 - $231.54 $42K - $52.6K
9.5K $2.2B
ORCL
Oracle Corp

Technology
-383
- 4.39%
$218.96 - $328.33 $83.9K - $126K
8.34K $2.35B
GOOG
Alphabet Inc.

Communication Services
-503
- 4.98%
$175.16 - $255.24 $88.1K - $128K
9.6K $2.34B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.55K
- 6.03%
$50.79 - $76.4 $231K - $348K
71K $5.43B
IAU
Ishares Gold Trust

ETFs
-3.62K
- 2.1%
$61.62 - $72.77 $223K - $263K
168K $12.3B
AAPL
Apple Inc.

Technology
-5.79K
- 9.53%
$202.38 - $256.87 $1.17M - $1.49M
55K $14B
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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