Morton Capital Management Llc/Ca Reduced Holdings in Q1 2025

Morton Capital Management Llc/Ca

  • $518 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-115K
- 7.64%
$50.29 - $50.5 $5.77M - $5.8M
1.39M $69.8B
AAPL
Apple Inc.

Technology
-5.7K
- 8.84%
$209.68 - $247.1 $1.2M - $1.41M
58.8K $13.1B
MSFT
Microsoft Corp

Technology
-385
- 0.93%
$375.39 - $447.2 $145K - $172K
41.1K $15.4B
SKX
Skechers Usa Inc

Consumer Cyclical
-20.5K
- 59.79%
$54.98 - $78.24 $1.13M - $1.6M
13.8K $782M
TSLA
Tesla, Inc.

Consumer Cyclical
-930
- 41.35%
$222.15 - $428.22 $207K - $398K
1.32K $342M
GOOG
Alphabet Inc.

Communication Services
-262
- 2.56%
$156.06 - $207.71 $40.9K - $54.4K
9.96K $1.56B
ORCL
Oracle Corp

Technology
-525
- 5.6%
$139.81 - $186.47 $73.4K - $97.9K
8.85K $1.24B
VIG
Vanguard Dividend Appreciation

ETFs
-1.03K
- 4.06%
N/A
24.3K $4.72B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-119
- 2.83%
$507.05 - $563.67 $60.3K - $67.1K
4.08K $2.1B
Bitwise Bitcoin ETF Tr
-1.84K
- 16.29%
N/A
9.44K $424M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5
- 0.1%
$302.31 - $337.54 $1.51K - $1.69K
5.03K $1.54B
VUG
Vanguard Growth ETF

ETFs
-20
- 1.32%
$369.1 - $427.61 $7.38K - $8.55K
1.5K $555M
BAC
Bank Of America Corp

Financial Services
-691
- 5.57%
$39.61 - $47.74 $27.4K - $33K
11.7K $489M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-294
- 13.15%
$102.49 - $119.96 $30.1K - $35.3K
1.94K $203M
DFAE
Dimensional ETF Tr

ETFs
-2.44K
- 6.99%
$24.64 - $26.86 $60.2K - $65.6K
32.5K $842M
VGT
Vanguard Information Technolog

ETFs
-17
- 4.15%
$542.38 - $646.34 $9.22K - $11K
393 $213M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-387
- 1.92%
$21.75 - $24.28 $8.42K - $9.4K
19.7K $436M
CAT
Caterpillar Inc

Industrials
-19
- 2.97%
$326.75 - $407.63 $6.21K - $7.74K
621 $205M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-57
- 1.52%
$169.43 - $182.84 $9.66K - $10.4K
3.7K $640M
BA
Boeing CO

Industrials
-25
- 1.51%
$148.15 - $186.25 $3.7K - $4.66K
1.63K $277M
EEM
Ishares Msci Emerging Markets

ETFs
-200
- 2.01%
$40.81 - $45.34 $8.16K - $9.07K
9.74K $426M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-54
- 0.72%
$59.28 - $66.1 $3.2K - $3.57K
7.41K $471M
CSCO
Cisco Systems, Inc.

Technology
-817
- 2.9%
$58.74 - $64.87 $48K - $53K
27.4K $1.69B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-20
- 0.5%
$74.85 - $84.89 $1.5K - $1.7K
3.95K $323M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-101
- 0.74%
$34.52 - $39.32 $3.49K - $3.97K
13.5K $513M
SBUX
Starbucks Corp

Consumer Cyclical
-115
- 1.7%
$91.75 - $115.81 $10.6K - $13.3K
6.66K $653M
XOM
Exxon Mobil Corp

Energy
-717
- 6.73%
$105.44 - $118.93 $75.6K - $85.3K
9.94K $1.18B
GLD
Spdr Gold Trust

ETFs
-766
- 13.16%
$243.19 - $288.14 $186K - $221K
5.05K $1.46B
RTX
Raytheon Technologies Corp

Industrials
-94
- 2.44%
$114.1 - $135.66 $10.7K - $12.8K
3.76K $498M
CVX
Chevron Corp

Energy
-147
- 4.14%
$146.71 - $167.97 $21.6K - $24.7K
3.41K $570M
IEFA
Ishares Tr

ETFs
-112
- 0.48%
$69.57 - $78.65 $7.79K - $8.81K
23.2K $1.75B
JNJ
Johnson & Johnson

Healthcare
-52
- 0.88%
$142.06 - $167.7 $7.39K - $8.72K
5.87K $974M
PID
Invesco Exchange Traded Fd Tr

ETFs
-985
- 0.37%
N/A
262K $5B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.27K
- 5.23%
$34.58 - $45.97 $148K - $196K
77.5K $3.56B
IAU
Ishares Gold Trust

ETFs
-18.4K
- 8.89%
$49.74 - $58.96 $917K - $1.09M
189K $11.1B
HAP
Vaneck ETF Tr Natural Resource

ETFs
-8.41K
- 1.95%
$45.93 - $50.37 $386K - $424K
424K $21.1B
OUNZ
Van Eck Merk Gold Trust

ETFs
-103K
- 2.42%
$25.41 - $30.14 $2.63M - $3.12M
4.16M $125B
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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