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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$223B
$3.38 Billion 0.88% of portfolio
19,878
Q3 2024 Added 0.24%
$508B
$3.38 Billion 0.88% of portfolio
28,841
Q3 2024 Added 0.18%
$57.8B
$3.36 Billion 0.88% of portfolio
45,910
Q3 2024 Reduced 0.08%
$88.3B
$3.32 Billion 0.87% of portfolio
45,055
Q3 2024 Added 0.04%
$13.8B
$3.35 Billion 0.87% of portfolio
42,440
Q3 2024 Reduced 0.11%
$78B
$3.28 Billion 0.86% of portfolio
71,830
Q3 2024 Added 1.61%
$206B
$3.25 Billion 0.85% of portfolio
28,546
Q3 2024 Added 0.79%
$206B
$3.25 Billion 0.85% of portfolio
6,555
Q3 2024 Added 2.02%
$57.5B
$3.23 Billion 0.84% of portfolio
20,711
Q3 2024 Added 0.8%
$240B
$3.2 Billion 0.84% of portfolio
60,184
Q3 2024 Reduced 1.39%
$17.6B
$3.17 Billion 0.83% of portfolio
22,716
Q3 2024 Added 1.7%
$10.4B
$3.19 Billion 0.83% of portfolio
36,410
Q3 2024 Added 0.36%
$38.4B
$3.16 Billion 0.82% of portfolio
40,440
Q3 2024 Added 1.19%
$115B
$3.15 Billion 0.82% of portfolio
35,001
Q3 2024 Reduced 0.82%
$82.8B
$3.12 Billion 0.82% of portfolio
15,989
Q3 2024 New
$203B
$3.11 Billion 0.81% of portfolio
39,920
Q3 2024 Added 2.06%
$38.5B
$3.11 Billion 0.81% of portfolio
76,752
Q3 2024 Reduced 1.67%
$38.6B
$3.05 Billion 0.8% of portfolio
11,842
Q3 2024 Reduced 3.8%
$46.7B
$3.03 Billion 0.79% of portfolio
21,306
Q3 2024 Reduced 0.51%
$13.2B
$2.9 Billion 0.76% of portfolio
26,291
Q3 2024 Reduced 0.91%
$38.6B
$2.87 Billion 0.75% of portfolio
38,909
Q3 2024 Reduced 1.12%
$55.6B
$2.85 Billion 0.75% of portfolio
15,875
Q3 2024 New
$73.6B
$2.89 Billion 0.75% of portfolio
9,705
Q3 2024 Added 3.3%
$28.8B
$2.85 Billion 0.74% of portfolio
21,483
Q3 2024 Added 0.94%
$48.4B
$2.69 Billion 0.7% of portfolio
46,605
Q3 2024 Added 5.49%
$211B
$2.52 Billion 0.66% of portfolio
26,220
Q3 2024 Reduced 0.06%
$62.7B
$2.43 Billion 0.64% of portfolio
58,030
Q3 2024 Added 1.92%
$76.2B
$2.44 Billion 0.64% of portfolio
38,772
Q3 2024 Reduced 1.71%
$81.7B
$2.07 Billion 0.54% of portfolio
7,955
Q3 2024 Reduced 8.88%
$711B
$957 Million 0.25% of portfolio
1,080
Q4 2023 New
$177B
$660 Million 0.17% of portfolio
3,196
Q3 2024 Reduced 10.5%
$3.69T
$569 Million 0.15% of portfolio
2,444
Q4 2023 New
$148B
$559 Million 0.15% of portfolio
8,632
Q3 2024 Reduced 20.57%
$10.5B
$370 Million 0.1% of portfolio
4,700
Q3 2024 Reduced 0.21%
$8.8B
$357 Million 0.09% of portfolio
6,004
Q2 2024 Reduced 4.82%
$210B
$331 Million 0.09% of portfolio
846
Q3 2024 Added 13.25%
$176B
$336 Million 0.09% of portfolio
1,975
Q3 2024 Reduced 23.3%
$245B
$280 Million 0.07% of portfolio
3,462
Q2 2024 Reduced 14.77%
$77.4B
$282 Million 0.07% of portfolio
933
Q2 2024 Reduced 8.35%
$62.5B
$230 Million 0.06% of portfolio
4,602
Q1 2024 New

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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