Morton Capital Management Llc/Ca Reduced Holdings in Q3 2024

Morton Capital Management Llc/Ca

  • $508 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-40.4K
- 16.75%
$44.06 - $50.5 $1.78M - $2.04M
201K $9.98B
PID
Invesco Exchange Traded Fd Tr

ETFs
-37K
- 25.25%
$17.85 - $17.85 $660K - $660K
110K $2.17B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-861
- 16.28%
$434.77 - $502.96 $374K - $433K
4.43K $2.16B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-746
- 49.6%
$285.48 - $330.24 $213K - $246K
758 $244M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-18.6K
- 21.04%
$33.89 - $41.64 $632K - $777K
70K $2.79B
TXN
Texas Instruments Inc

Technology
-932
- 21.27%
$194.6 - $194.6 $181K - $181K
3.45K $713M
VEA
Vanguard Ftse Developed Market

ETFs
-2.77K
- 31.7%
$47.6 - $53.31 $132K - $148K
5.98K $316M
BX
Blackstone Inc.

Financial Services
-1.5K
- 36.09%
$120.77 - $159.66 $181K - $239K
2.65K $406M
BA
Boeing CO

Industrials
-10
- 0.61%
$152.04 - $190.6 $1.52K - $1.91K
1.64K $250M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.18K
- 15.76%
$41.9 - $48.26 $91.3K - $105K
11.6K $557M
CSCO
Cisco Systems, Inc.

Technology
-4.15K
- 12.07%
$44.74 - $53.22 $186K - $221K
30.3K $1.61B
Global X Fds
-1.32K
- 5.56%
N/A
22.4K $622M
IVV
Ishares Core S&P 500 ETF

ETFs
-141
- 5.58%
$520.18 - $576.82 $73.3K - $81.3K
2.38K $1.38B
EBAY
Ebay Inc

Consumer Cyclical
-873
- 14.82%
$52.61 - $65.44 $45.9K - $57.1K
5.02K $327M
GDV
Gabelli Dividend & Income Trust

Financial Services
-404
- 2.78%
$22.05 - $24.45 $8.91K - $9.88K
14.1K $345M
DFAE
Dimensional ETF Tr

ETFs
-1.4K
- 3.72%
$24.46 - $27.82 $34.1K - $38.8K
36.1K $991M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-50
- 0.7%
$61.11 - $67.85 $3.06K - $3.39K
7.06K $479M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 1.87%
$475.2 - $527.7 $19K - $21.1K
2.1K $1.11B
GLD
Spdr Gold Trust

ETFs
-262
- 6.65%
$215.56 - $246.98 $56.5K - $64.7K
3.68K $894M
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 0.62%
$517.38 - $573.86 $14K - $15.5K
4.33K $2.49B
DFAU
Dimensional ETF Tr

ETFs
-5.2K
- 3.08%
$35.8 - $39.69 $186K - $206K
164K $6.5B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.84K
- 4.73%
$173.36 - $189.8 $320K - $350K
37.1K $7.04B
VIG
Vanguard Dividend Appreciation

ETFs
-36
- 0.14%
$182.15 - $182.15 $6.56K - $6.56K
25.4K $5.02B
DFAX
Dimensional ETF Tr
-44.9K
- 2.11%
$24.29 - $27.25 $1.09M - $1.22M
2.08M $56.2B
OUNZ
Van Eck Merk Gold Trust

ETFs
-70.5K
- 1.58%
$22.51 - $25.83 $1.59M - $1.82M
4.39M $112B
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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