Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $383 Billion
  • Q3 2024

Morton Community Bank has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $383 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $16.3B, Schwab Strategic Tr Us Dividen with a value of $16.1B, Broadcom Inc. with a value of $7.01B, Utilities Sector Spdr with a value of $6.89B, and Microsoft Corp with a value of $6.27B.

Examining the 13F form we can see an increase of $28.8B in the current position value, from $354B to 383B.

Morton Community Bank is based out at East Peoria, IL

Below you can find more details about Morton Community Bank portfolio as well as his latest detailed transactions.

Portfolio value $383 Billion
ETFs: $74.2 Billion
Financial Services: $59.1 Billion
Utilities: $50.4 Billion
Healthcare: $45.3 Billion
Technology: $35.1 Billion
Consumer Defensive: $33.4 Billion
Industrials: $30.2 Billion
Energy: $24.1 Billion
Other: $31.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.3 Billion 4.27% of portfolio
260,571
Q3 2024 Added 0.36%
$0
$16.1 Billion 4.21% of portfolio
190,529
Q3 2024 Added 0.1%
$97.9B
$7.01 Billion 1.83% of portfolio
40,642
Q3 2024 Added 868.82%
$0
$6.89 Billion 1.8% of portfolio
85,327
Q3 2024 Reduced 1.18%
$3.21T
$6.27 Billion 1.64% of portfolio
14,579
Q3 2024 Reduced 0.89%
$133B
$5.56 Billion 1.45% of portfolio
16,783
Q3 2024 Reduced 2.92%
$456B
$5.49 Billion 1.43% of portfolio
32,204
Q3 2024 Reduced 2.36%
$0
$5.44 Billion 1.42% of portfolio
257,660
Q3 2024 Reduced 0.83%
$708B
$5.35 Billion 1.4% of portfolio
25,385
Q3 2024 Reduced 2.23%
$315B
$5.22 Billion 1.36% of portfolio
26,435
Q3 2024 Reduced 3.61%
$0
$5.17 Billion 1.35% of portfolio
250,267
Q3 2024 Added 2.98%
$102B
$5.08 Billion 1.33% of portfolio
40,644
Q3 2024 Reduced 3.45%
$22.2B
$5.01 Billion 1.31% of portfolio
214,922
Q3 2024 Reduced 5.32%
$225B
$4.99 Billion 1.3% of portfolio
18,400
Q3 2024 Reduced 3.23%
$14.2B
$4.96 Billion 1.29% of portfolio
22,743
Q3 2024 Reduced 3.21%
$17.2B
$4.94 Billion 1.29% of portfolio
30,375
Q3 2024 Reduced 2.91%
$0
$4.74 Billion 1.24% of portfolio
240,166
Q3 2024 Added 4.73%
$477B
$4.69 Billion 1.23% of portfolio
8,029
Q3 2024 Reduced 1.87%
$128B
$4.61 Billion 1.2% of portfolio
7,893
Q3 2024 Reduced 2.95%
$402B
$4.55 Billion 1.19% of portfolio
11,232
Q3 2024 Reduced 1.72%
$10B
$4.5 Billion 1.18% of portfolio
5,514
Q3 2024 Reduced 2.48%
$0
$4.41 Billion 1.15% of portfolio
214,480
Q3 2024 Added 6.63%
$130B
$4.33 Billion 1.13% of portfolio
10,373
Q3 2024 Reduced 1.28%
$15.4B
$4.25 Billion 1.11% of portfolio
32,288
Q3 2024 Reduced 0.26%
$65.7B
$4.19 Billion 1.1% of portfolio
91,875
Q3 2024 Reduced 2.16%
$34.3B
$4.18 Billion 1.09% of portfolio
17,124
Q3 2024 Added 1.57%
$142B
$4.08 Billion 1.07% of portfolio
48,308
Q3 2024 Reduced 1.59%
$90.5B
$4.08 Billion 1.07% of portfolio
45,250
Q3 2024 Reduced 1.28%
$17.6B
$4.08 Billion 1.07% of portfolio
39,468
Q3 2024 Reduced 2.04%
$106B
$4.09 Billion 1.07% of portfolio
18,323
Q3 2024 Reduced 0.3%
$85B
$4.1 Billion 1.07% of portfolio
11,843
Q3 2024 Reduced 1.82%
$188B
$4.04 Billion 1.05% of portfolio
33,248
Q3 2024 Reduced 1.77%
$379B
$4 Billion 1.04% of portfolio
24,672
Q3 2024 Added 0.04%
$83.9B
$3.94 Billion 1.03% of portfolio
24,498
Q3 2024 Reduced 1.03%
$22.7B
$3.93 Billion 1.03% of portfolio
88,726
Q3 2024 Added 0.03%
$163B
$3.95 Billion 1.03% of portfolio
179,403
Q3 2024 Reduced 0.3%
$123B
$3.89 Billion 1.02% of portfolio
36,978
Q3 2024 Reduced 0.9%
$224B
$3.92 Billion 1.02% of portfolio
11,088
Q3 2024 Reduced 0.89%
$14.9B
$3.92 Billion 1.02% of portfolio
113,105
Q3 2024 Added 0.79%
$52.4B
$3.85 Billion 1.0% of portfolio
20,290
Q3 2024 Reduced 0.25%
$282B
$3.82 Billion 1.0% of portfolio
25,957
Q3 2024 Added 1.8%
$83.4B
$3.83 Billion 1.0% of portfolio
33,247
Q3 2024 Reduced 0.61%
$163B
$3.77 Billion 0.99% of portfolio
7,304
Q3 2024 Reduced 2.67%
$29.9B
$3.8 Billion 0.99% of portfolio
39,525
Q3 2024 Reduced 0.49%
$47.5B
$3.74 Billion 0.98% of portfolio
36,484
Q3 2024 Reduced 0.95%
$14.9B
$3.72 Billion 0.97% of portfolio
61,213
Q3 2024 Reduced 0.4%
$11B
$3.69 Billion 0.96% of portfolio
19,217
Q3 2024 Reduced 3.56%
$78.1B
$3.65 Billion 0.95% of portfolio
19,763
Q3 2024 Reduced 3.23%
$23.5B
$3.6 Billion 0.94% of portfolio
28,021
Q3 2024 Added 0.1%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $383 Billion
  • Prior Value $354 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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