Morton Capital Management Llc/Ca Sells in Q2 2025

Morton Capital Management Llc/Ca

  • $564 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OUNZ
Van Eck Merk Gold Trust

ETFs
-286K
- 6.86%
$28.68 - $33.09 $8.19M - $9.45M
3.88M $124B
IAU
Ishares Gold Trust

ETFs
-16.9K
- 8.96%
$56.1 - $64.74 $950K - $1.1M
172K $10.7B
PG
Procter & Gamble CO

Consumer Defensive
-673
- 2.91%
$157.66 - $172.39 $106K - $116K
22.4K $3.57B
AMGN
Amgen Inc

Healthcare
-97
- 1.5%
$262.28 - $309.85 $25.4K - $30.1K
6.38K $1.78B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.43K
- 28.87%
$39.89 - $49.46 $177K - $219K
10.9K $540M
JNJ
Johnson & Johnson

Healthcare
-491
- 8.36%
$146.36 - $159.82 $71.9K - $78.5K
5.38K $822M
OKE
Oneok Inc

Energy
-9
- 0.12%
$78.71 - $100.37 $708 - $903
7.37K $602M
MRK
Merck & Co., Inc.

Healthcare
-423
- 5.7%
$73.47 - $87.12 $31.1K - $36.9K
7K $554M
GLD
Spdr Gold Trust

ETFs
-432
- 8.55%
$273.71 - $316.29 $118K - $137K
4.62K $1.41B
GRMN
Garmin LTD

Technology
-50
- 3.33%
$173.63 - $218.07 $8.68K - $10.9K
1.45K $303M
GBIL
Goldman Sachs Access Treasury

ETFs
-68
- 2.08%
$99.83 - $100.19 $6.79K - $6.81K
3.2K $320M
TSLA
Tesla, Inc.

Consumer Cyclical
-259
- 19.64%
$221.86 - $362.89 $57.5K - $94K
1.06K $337M
VTV
Vanguard Value ETF

ETFs
-52
- 3.49%
$153.67 - $176.74 $7.99K - $9.19K
1.44K $254M
PEG
Public Service Enterprise Group Inc

Utilities
-97
- 3.5%
$77.13 - $84.18 $7.48K - $8.17K
2.67K $225M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-15
- 0.64%
$100.35 - $100.71 $1.51K - $1.51K
2.32K $233M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-93
- 4.79%
$90.56 - $109.49 $8.42K - $10.2K
1.85K $202M
MA
Mastercard Inc

Financial Services
-18
- 2.2%
$479.92 - $590.74 $8.64K - $10.6K
802 $451M
QCOM
Qualcomm Inc

Technology
-48
- 2.29%
$124.66 - $159.48 $5.98K - $7.66K
2.05K $327M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-54
- 3.96%
$152.42 - $182.82 $8.23K - $9.87K
1.31K $240M
BA
Boeing CO

Industrials
-250
- 15.38%
$136.59 - $217.51 $34.1K - $54.4K
1.38K $288M
DFAE
Dimensional ETF Tr

ETFs
-2.81K
- 8.64%
$22.87 - $28.95 $64.2K - $81.3K
29.7K $860M
BX
Blackstone Inc.

Financial Services
-28
- 1.05%
$120.07 - $151.11 $3.36K - $4.23K
2.65K $396M
CAT
Caterpillar Inc

Industrials
-34
- 5.48%
$273.94 - $388.21 $9.31K - $13.2K
587 $228M
HAP
Vaneck ETF Tr Natural Resource

ETFs
-16.9K
- 4.0%
$43.16 - $52.92 $731K - $896K
407K $21.1B
BAC
Bank Of America Corp

Financial Services
-200
- 1.71%
$34.39 - $47.46 $6.88K - $9.49K
11.5K $545M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-300
- 5.96%
$272.36 - $339.57 $81.7K - $102K
4.73K $1.61B
Global X Fds
-54
- 0.25%
N/A
21.2K $622M
NFLX
Netflix Inc

Communication Services
-54
- 14.48%
$855.86 - $1339.13 $46.2K - $72.3K
319 $427M
TXN
Texas Instruments Inc

Technology
-25
- 0.72%
N/A
3.45K $716M
VUG
Vanguard Growth ETF

ETFs
-9
- 0.6%
$329.49 - $438.4 $2.97K - $3.95K
1.49K $652M
VIG
Vanguard Dividend Appreciation

ETFs
-747
- 3.07%
N/A
23.6K $4.82B
DIS
Walt Disney CO

Communication Services
-349
- 5.81%
$81.72 - $124.01 $28.5K - $43.3K
5.66K $701M
IVV
Ishares Core S&P 500 ETF

ETFs
-69
- 2.53%
$498.8 - $620.9 $34.4K - $42.8K
2.66K $1.65B
Bitwise Bitcoin ETF Tr
-109
- 1.15%
N/A
9.33K $547M
CSCO
Cisco Systems, Inc.

Technology
-1.03K
- 3.77%
$53.19 - $69.38 $55K - $71.7K
26.4K $1.83B
VTI
Vanguard Total Stock Market Et

ETFs
-20
- 0.4%
$243.75 - $303.93 $4.88K - $6.08K
5K $1.52B
PID
Invesco Exchange Traded Fd Tr

ETFs
-5.87K
- 2.24%
N/A
256K $5.25B
META
Meta Platforms, Inc.

Communication Services
-113
- 4.26%
$484.66 - $738.09 $54.8K - $83.4K
2.54K $1.87B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.95K
- 2.51%
$41.45 - $54.46 $80.7K - $106K
75.6K $3.93B
AVGO
Broadcom Inc.

Technology
-73
- 1.63%
$146.29 - $275.65 $10.7K - $20.1K
4.4K $1.21B
ORCL
Oracle Corp

Technology
-121
- 1.37%
$122.82 - $218.63 $14.9K - $26.5K
8.73K $1.91B
NVDA
Nvidia Corp

Technology
-45
- 0.21%
$94.31 - $157.99 $4.24K - $7.11K
21.7K $3.42B
Activity Summary
Buys All Purchases 67 New Holdings 17 Increased Positions 50 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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